Online Business Support – Client Agreement Form

Thank you so much for agreeing to working with me. I can’t wait to get started…

Before we do, please fill in the below form and read through the additional terms of agreement, and click the consent button at the end.

I realise it is a lot of information to begin with, and providing me with this information will help us to begin more smoothly. And after this I will take care of the paperwork and I will set up a recurring payment link/invoice and send this to you, along with creating any Google Calendar invites (if applicable) which will include a Zoom link.

If you have any questions, please don’t hestitate to contact me; sarah@sarahmariannmartland.com

1A: £25 per hour (3-8 hours per week, quarterly+ contract hourly rate)

1B: £22.50 per hour (3-8 hours per week, quarterly+ contract hourly rate)

1C: £20 per hour (8+ hours per week, quarterly+ contract hourly rate)

2A: £30 per hour (1-3 hours per week, individual project or monthly project hourly rate)

2B: £27.50 per hour (3-8 hours per week, individual project or monthly project hourly rate)

2C: £25 per hour (8+ hours per week, individual project or monthly project hourly rate)

Additional Terms of Agreement for All Business Services

1. You are engaging with me to provide Online Business Management, Virtual Assistance and/or Business Consultancy or Companionship Services on the terms of this agreement. This agreement covers all work in my business services, including Business Consultancy and Companionship Sessions.

2. This agreement will commence on the date you provided above and will continue unless and until terminated by either of us (see section 7)

3. MEETINGS, APPOINTMENTS, CANCELLATIONS & Communication

3.1 Any appointments for information sharing will take place digitally via Zoom (you will need to download Zoom to your device prior to our first meeting) and will last for the agreed upon amount of time, or less (usually no longer than 1 hour). These meetings will be included in agreed to hours charged for each week/month. Any additional meetings needed will be charged additionally at the same rate, or time will roll into hours charged for that week.

3.2 From time to time, there may be scheduling conflicts for either of us. Where possible we will reschedule as needed prior to the meeting. Any meetings cancelled due to scheduling conflicts, can be rescheduled. Either of us may cancel or reschedule a meeting by notice via email to the other no less than 24 hours prior to the start of the meeting. If we are unable to find a suitable alternative time to reschedule, we will correspond via email about any matters that need discussing and I will use any additional time where I would have been meeting with you to complete work for you.

3.3 It is understood that sometimes sudden events, such as emergencies, illnesses or internet shortages, happen that may make it necessary for either of us to cancel our appointments last minute or fail to attend and are unable to provide notification.

In the event of emergencies, illness or internet shortages, we will give each other as much notice as possible for cancelling or rearranging meetings or work.

If I am unwell, in an emergency or have an internet shortage and am unable to meet with you or to complete work that week, unless there is a deadline, the time owed will roll over into the next week, when I will work this time plus the time agreed to for that week. In the event of an agreed upon deadline I will give you as much notice as possible if I will not be able to complete any agreed upon tasks and a refund for time owed will be given.

In the event that you are not able to meet with me or correspond with me due to your illness, emergency or internet shortage, if I do not know what tasks needed completing that week, I will still charge for the time and will try to speak to you upon your return to work about whether I can work this time in the following weeks (it is not guaranteed I will have time to do this, and as such the charge for the time will still stand).

3.5 In the unlikely event that I miss an appointment without notice, you will be refunded for that time. In the event that you miss an appointment without notice it is at my discretion if a fee will be charged.  

In general however, if you fail to give less than 24 hours notice of your intention to cancel or reschedule an agreed appointment, or if there is a repeat pattern of cancellations/non-attendance, I reserve the right to charge in full for that meeting.

3.6 If for any reason I am unable to do the work in the agreed time, I will provide you with as much notice as possible and we will reschedule the work for a mutually agreed time or we will discuss options for its completion.

3.7 If either of us agree to an amount of time for a piece of work that we later find is unrealistic, we agree to communicating about this as we go along, making each other aware of any delays at our earliest possible convenience. If I am then undertaking a significant amount work that exceeds our agreement, that is outside of my capacity, I will speak to you about how we want to proceed and will be assessed on a case by case basis. We understand that this is not done to shame or make demands on the other person, but rather so that we can work better together in the future.

3.8 If for any reason you are late for a meeting or a session, I will see you for the duration of the remainder but may be unable to work beyond the allotted time and you will be charged for the full session. If I am late and there are no scheduling conflicts we will work continue for the full time planned, or I will add the time on to time owed for other work.

3.9 If I am unable to contact you for any reason and we have not agreed upon work for me to complete, it is at my discretion whether you will be charged for the time. As such you agree to keeping me updated about your contact details.

4. Results

4.1 Due to the nature of this work, I do not guarantee any particular results, including changes to your financial situation upon hiring me.

4.2 I am not liable for any loss of work that may occur during our work together. If you ask for an action and suggestions or advice from me, you will take full responsibility for your choices.

5. FEES

5.1 I will invoice you in advance for the agreed to fees, at the rate agreed to above.

5.2 Automatic payments will be made via a link I will provide you with via PayPal (where possible) on a weekly, monthly or quarterly basis (as agreed). Or I will provide you with a PayPal invoice that is due to be paid prior to the work starting, at the frequency agreed to above.

5.3 I will pay processing fees in PayPal for all clients who pay on time. If work is terminated and a partial refund is warranted, I reserve the right to recover any fees paid on all payments. I will refund any payments within 30 days after the written notification.

5.4 You are responsible for all expenses incurred by you in connection with your participation in the working with me and any services you ask me to manage on your behalf will be at your expense.

5.5 If you fail to pay me by the due date, I may suspend all services until payment has been made in full.

6. CONFIDENTIAL INFORMATION

6.1 I agree not to (except in the proper course of my duties) use or disclose to any third party any confidential information. Confidentiality does not apply where it would mean that I might break the law or if I consider there is a risk you may harm yourself or others. In such exceptional circumstances, where there is concern for your wellbeing or that of others, it may be necessary to seek help outside of our relationship. In such an event where I am considering breaching confidentiality, you will normally be consulted first.

In the case of a disclosure concerning acts such as terrorism, vulnerable adult or child protection issues or human trafficking, confidentiality may be breached and such disclosures may be passed onto the relevant authority.

6.2 You agree that I may disclose any issues or feelings which arise out of our work together with my supervisor and therapist but I agree only to disclose such issues on a general basis and without disclosing your name or specifics.

6.3 You may disclose to third parties such information about our work as you wish. Where I am made aware that you have disclosed our working together, I may mention to said person/group that I have/am working with you, but I will not divulge any specifics of our work together or any confidential information.

6.4 While you are not bound to confidentiality about our working together, as is good practice, we both agree to asking for consent before sharing any sensitive or personal information about the other and honouring the consent of the other.

7. DATA PROTECTION AND INTELLECTUAL PROPERTY

7.1 I am the owner of materials and content that I share with you within the our work together and nothing in this agreement or otherwise shall operate to transfer the ownership of such material or content to you or to any other person. Likewise, you are the owner of materials and content that you share with me within the our work together and nothing in this agreement or otherwise shall operate to transfer the ownership of such material or content to me or to any other person.

7.2 You may not at any time copy, reproduce, publish in any form, share, sell, dispose of or otherwise make available to a third party in any way any of the content or materials that I use in working with you without my consent. Likewise, I may not at any time copy, reproduce, publish in any form, share, sell, dispose of or otherwise make available to a third party in any way any of the content or materials that you use in working with me without your consent.

7.3 We both grant each other permission to use all or any of the content or material shared in our work together for the purposes for which they were provided.

7.4 As is good practice, we both agree to asking for consent before sharing any materials or or data that belongs to the other during or after our working together and honouring the consent of the other.

8. TERMINATION OF CONTRACT

8.1 We both agree to give 1 month notice for termination of contracts of 3 months or more, or 1 week notice for contracts of less than 3 months. Any work agreed to outside of an initial individual project or contract will be deemed as work beyond a 3 month contract and as such 1 month notice should be given.

We both agree to keep each other informed should there be any foreseeable changes coming up which may impact our future work together.

8.2 On or before the date of termination of this agreement, you shall immediately pay any unpaid fees or other sums payable under this agreement.

8.3 I will not suddenly or without warning terminate our contract, except in exceptional circumstances, which would become clear in the course of our work together. This would be fully discussed at that time. Please note threats or acts of violence will invalidate this agreement.

9. HOLIDAYS

9.1 You will be notified of any holidays to be taken by myself with at least 1 month notice (or more where possible). I will try to give you as much notice as possible of any cancellations to regular meetings or work, and will either offer an alternative time for the meeting or work to be completed or I will not charge you for that time.

9.2 If you are taking a holiday and you want me to continue working for you during this time, you will give me as much notice as possible and you agree to meeting or corresponding with me clearly about what is needed from me prior to your holiday.

9.3 If you want me to take leave from an ongoing agreement while you are on holiday, you agree to giving me at least 1 month notice for this (or more where possible). If sufficient notice is given I will not charge you for this time. If sufficient notice is not given it is at my discretion whether a charge will be made.

10. ADDITIONAL NOTES

10.1 As we may be connected online and may have mutual contacts in our personal or working lives (including in working relationships outside of our work together), the boundaries of our relationship (such as contact outside of our sessions and communication about our working relationship) can be agreed upon between us during our work together. As good practice, we ask for what we need and try to honour the boundaries and consent of the other at all times.

10.2 We agree to enter into our work together and communication with each other from a place of respect and compassion.