Agreement Overview
Coach: Tip Jones Global, LLC
Address: 116 Lowes Food Drive, PMB 333, Lewisville, NC 27023
Address: 116 Lowes Food Drive, PMB 333, Lewisville, NC 27023
Service Package Overview
Starter Boost Package (3-Month Program)
Core Components:
- Initial Comprehensive Business Assessment
- One 90-minute Goal-Setting Workshop
- Customized Growth Strategy Action Plan with KPIs
- Monthly accountability check-ins via structured email reviews
- Curated resource library (templates, checklists, guides)
- Eight 60-minute 1:1 virtual coaching sessions (2 per month)
Important Disclaimer: Coaching services are advisory and educational in nature. This agreement does not constitute legal, tax, or investment advice. Results are not guaranteed and depend on client implementation.
Program Structure & Timeline
Phase A: Assessment & Discovery (Weeks 1-4)
Sprint 1 - Week of July 27, 2025
Comprehensive intake and data capture
Deliverables: Intake questionnaire, artifact inventory, success criteria, session calendar
Comprehensive intake and data capture
Deliverables: Intake questionnaire, artifact inventory, success criteria, session calendar
Sprint 2 - Week of August 10, 2025
Assessment findings and baseline analysis
Deliverables: Diagnostic brief highlighting strengths, gaps, opportunities, and risks
Assessment findings and baseline analysis
Deliverables: Diagnostic brief highlighting strengths, gaps, opportunities, and risks
Phase B: Goal Setting & Alignment (Weeks 5-6)
Sprint 3 - Week of August 24, 2025
90-minute strategic goal-setting workshop
Deliverables: 2-3 SMART goals with clear targets and alignment framework
90-minute strategic goal-setting workshop
Deliverables: 2-3 SMART goals with clear targets and alignment framework
Phase C: Strategy Development (Weeks 7-8)
Sprint 4 - Week of September 7, 2025
Growth strategy draft development
Deliverables: Draft Action Plan with milestones, ownership, timelines, and KPIs
Growth strategy draft development
Deliverables: Draft Action Plan with milestones, ownership, timelines, and KPIs
Sprint 5 - Week of September 21, 2025
Plan finalization and KPI framework setup
Deliverables: Approved Action Plan, initialized KPI tracker, success thresholds
Plan finalization and KPI framework setup
Deliverables: Approved Action Plan, initialized KPI tracker, success thresholds
Phase D: Implementation & Accountability (Weeks 9-12)
Sprint 6 - Week of October 5, 2025
First accountability cycle and progress review
Deliverables: Monthly check-in summary, issue/risk log, course corrections
First accountability cycle and progress review
Deliverables: Monthly check-in summary, issue/risk log, course corrections
Sprint 7 - Week of October 19, 2025
Program closeout and transition planning
Deliverables: Final progress report, 90-day continuation plan, next steps brief
Program closeout and transition planning
Deliverables: Final progress report, 90-day continuation plan, next steps brief
Detailed Milestone Schedule
| Sprint | Date | Element | Focus | Core Deliverable |
|---|---|---|---|---|
| 1 | Week of July 27, 2025 | Assessment | Intake & data capture | Intake + artifact list + success criteria |
| 2 | Week of August 10, 2025 | Assessment | Assessment findings | Diagnostic brief + baselines |
| 3 | Week of August 24, 2025 | Goal-Setting | Workshop & goal finalization | 2–3 SMART goals with targets |
| 4 | Week of September 7, 2025 | Strategy | Strategy draft | Draft Action Plan (milestones/owners/timelines/KPIs) |
| 5 | Week of September 21, 2025 | Strategy | Plan finalization + KPI setup | Signed-off plan + KPI tracker |
| 6 | Week of October 5, 2025 | Accountability | Accountability cycle 1 | Check-in summary + issue log |
| 7 | Week of October 19, 2025 | Accountability | Closeout & handoff | Final report + 90-day plan |
Investment & Payment Terms
Standard Program Fee
$3,500
Applied Discount
($1,000)
Total Investment
$2,500
Payment Schedule
Payment Method: Zelle to Tiffany Keaton at 240-418-2365
Payment Terms: Late payments incur 1.5% monthly interest plus collection costs. Services may be paused for non-payment.
Payment Terms: Late payments incur 1.5% monthly interest plus collection costs. Services may be paused for non-payment.
Client Responsibilities
To ensure program success, clients agree to:
- Complete all pre-work assignments promptly
- Provide timely information and feedback
- Attend all scheduled sessions and workshops
- Make necessary decisions and secure internal approvals
- Maintain access to required systems and ensure data accuracy
Program Policies
Scheduling & Cancellations
- Rescheduling permitted with 24-hour advance notice
- Late cancellations may be counted as delivered sessions
- Deposits are non-refundable once program begins
- Cancellation after start date: client responsible for completed work
Deliverables & Acceptance
- All deliverables deemed accepted unless written feedback provided within 5 business days
- One round of reasonable revisions included per deliverable
- Biweekly delivery cadence maintained throughout program
Legal Framework
Governing Law: North Carolina (excluding conflict-of-laws provisions)
Dispute Resolution: Good-faith negotiation followed by legal remedies in Forsyth County, NC courts
Independent Contractor: No partnership, franchise, or employment relationship created
Limitation of Liability: Each party's aggregate liability limited to amounts paid under this agreement
Dispute Resolution: Good-faith negotiation followed by legal remedies in Forsyth County, NC courts
Independent Contractor: No partnership, franchise, or employment relationship created
Limitation of Liability: Each party's aggregate liability limited to amounts paid under this agreement
Confidentiality & Intellectual Property
Both parties agree to protect confidential information including business plans, strategies, financials, and proprietary methods. Coach retains rights to methodologies and tools; client retains rights to provided data and content.
Signatures & Acceptance
COACH - Tip Jones Global, LLC
CLIENT
Confirmation of Acceptance
This agreement supersedes all prior proposals and communications. Amendments must be in writing and signed by both parties. Electronic signatures are acceptable.