How we work together.

Sessions are scheduled directly with your coach or the Form team. You can reschedule any session up to 24 hours before it starts at no cost.

If you cancel or reschedule with less than 24 hours notice, the session counts against your package and is not refundable. The 24-hour window exists to protect prep time, not to be rigid. If something genuinely urgent comes up, reach out and we will work it out.

Each coaching package includes the live sessions plus the prep and follow-up that supports them: reviewing your materials before we meet, building the session agenda, and writing up takeaways after each session.

If during an engagement you need ad-hoc help outside of session time, including quick questions, additional document review beyond what we cover in prep, async support, or between-session check-ins, we bill at $200 per hour in 30-minute increments, the same rate as our live coaching time. We will flag it before the meter starts; nothing gets billed by surprise.

Custom builds, automation work, and other production engagements are not covered by this clause. Those are scoped and quoted as a separate Statement of Work with a fixed price and clear deliverables.

What you share in sessions stays with us. We do not share client names, materials, or session content with anyone outside Form without your written permission. If we ever want to reference your work for teaching or marketing, we ask first and use anonymized examples unless you tell us otherwise.

We ask the same from you regarding Form’s methodology, materials, and any Form intellectual property shared during the engagement.

Confidentiality survives the end of the engagement and continues for three years after.

1-on-1 sessions are recorded by default so we can write up notes and pick up cleanly next time. If you would rather not be recorded, tell us before the session.

Group sessions are recorded only with affirmative consent from every participant. We confirm before we hit record. If anyone in the group prefers not to be recorded, we do not record.

Recordings are stored in Form’s Notion workspace. “The Form team” means Form’s founders, employees, and contractors who have signed a confidentiality agreement with Form and have a business reason to access the material. We do not share recordings with anyone outside that group.

We use AI tools, primarily Claude, to summarize sessions and generate the notes you receive. We do not feed your content into AI tools that train on customer data.

Invoices are sent via Stripe (ACH available on request) and are due net 14 from the invoice date unless we agree to other terms in writing. Group engagements are typically invoiced when sessions are scheduled. Late payment may pause scheduling for new sessions.

You can end an engagement at any time. Sessions that have not yet been scheduled are refunded pro-rata with no penalty. Sessions scheduled more than 7 days out are also refunded pro-rata with no penalty. Sessions scheduled within the next 7 days count as used, since the prep is already underway.

We would rather you tell us than feel stuck.

Each side’s total liability under an engagement is capped at the fees you paid Form in the 12 months before the claim arose. Neither side is liable for indirect, incidental, or consequential damages, including lost profits, lost data, or business interruption.

Amendments. Any change to these terms only applies if both sides agree to it in writing.

Governing law and disputes. These terms are governed by the laws of the State of Texas. If a dispute comes up, we’ll first try to work it out directly. If that doesn’t resolve it, we’ll go to mediation in Austin, Texas before either side files in court. Either side may always bring claims in small claims court if they qualify.

Force majeure. Neither side is in breach for delays caused by events outside reasonable control (serious illness, public health emergency, natural disaster, infrastructure failure). The affected side will give prompt notice and we’ll adjust scheduling in good faith.

Assignment. Neither side can assign this agreement without the other’s written consent, except in a merger, acquisition, or sale of substantially all of the assigning side’s assets.

Changes that fit your situation. If anything here doesn’t work for your situation, tell us. We’d rather talk about it up front than have it come up later. Amendments are common; they just need to be in writing.