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I agree to have C&M Coaching train my team. I understand cost of services is billed per completed service. Pricing and description of services are listed in this document.  I agree to this pricing and understand that services will be billed via auto pay. I understand that invoicing is completed on the first business day of the month, for the previous months completed work/session(s).

I understand a separate Credit Card Authorization form will be provided, and my card/ACH will be charged for completed services. I understand my card/ACH may be ran within 1-3 business days of receiving my invoice.

If Call Coaching services are to be rendered, I authorize C&M Coaching to log into my call tracking software, review and download calls for coaching. I will provide them with log-in information

Cancellation Policy: I may discontinue services at any time by calling 877-900-9461, emailing my coach, or emailing [email protected]. I understand that a thirty (30) day notice is required when canceling. I understand my card will be charged based on option 1 or 2 on the date of notice.

 1. If I provide notice, I will continue to receive coaching services during the thirty (30) day period, and I will receive a final invoice at the end of that period. I agree to have my card charged for that final month of services rendered prior to the cancellation request.

2. In lieu of the thirty (30) day notice, I may elect to cancel services immediately by paying a Final Coaching Payment (FCP). The FCP is equal to the average of my last three (3) months of coaching payments and represents the value of the final thirty (30) days of service. Choosing this option authorizes C&M Coaching to charge my card for the FCP on the date of my cancellation request.

If I disable payment methods (e.g., cancel my credit card, revoke billing authorization) or restrict access necessary to deliver services (e.g., disabling call tracking, reduce access to calls), I remain responsible for Final Coaching Payment, which will be an average of my last 3 months of coaching costs, and authorize my card to be charged for this average.

I agree to the terms and conditions outlined in this agreement. 
I understand and agree to the terms and conditions outlined in this agreement.

SERVICES & PRICING

Call Coaching: Inbound, Outbound, Service, Collections, Receptionist $37.50/coached call, we suggest 2 coached calls per person per week (approx. $300 per person per mo.) We use actual customer calls, taken from your call tracking, and we coach and grade them. For sales calls, we keep track of their appointment-set ratio and overall call quality. At the end of each call is a secret code, the rep listens to the coached call on our dashboard and then enters in the secret code which tells us they have reviewed their session. We watch their scores to look for improvement, you can also monitor their progress on our dashboard.

One on One training: Inbound, Outbound, Collections, Service, Receptionist $50/one on one, 3 per person to start. For One on One training, we call into the store and speak one on one with your rep. We train them on the word tracks, answer their questions and role play. Each session can last 45 minutes or longer if the staff is struggling. We will never rush them off the phone and will always help them with any questions they may have. Our goal during these sessions is to get them up to speed on using a word track and get them practiced enough to use it with customers. We want them to feel comfortable with the word track but also we want them to come to us if they are struggling so we can help. The first session we review Inbound word tracks, second session is Outbound, objections and voicemails, the third session we role play!

Bi-lingual One on One Training: $65/one on one, 3 per person Bi-lingual one on one training sessions are more complex and require switching between languages

Internet Mystery Shops: $50/mystery shop (we usually only suggest 2-4 of these per month. 1 per week is plenty for each store, 1 every other week for a smaller store) For a mystery shop we submit internet leads on your website and play the role of the customer. We then coach the emails & phone calls on response time and quality. This allows us to see exactly how your team handles your internet leads.

Script Translation: $40/script You will receive copies of your scripts in English and Spanish, all Spanish will be properly written and professional.

Call Tracking/Recording: $5/line + .10c per minute Call forwarding will be set up on your main line and will route to our tracking number. Our tracking number will record the call and forward it to your back up lines. Includes access to our dashboard to listen to calls. I understand I need to contact my phone company directly to shut off call forwarding if I wish to cancel call tracking/recording.

Hosted Chat: $299/mo Hosted chat allows the customer to chat with one of our expert agents who will obtain their contact information and feed the lead directly to your CRM & inbox simultaneously. Easily convert those chat leads into appointments! Includes Facebook Messenger replies. Response form available after hours. Operation hours are Monday-Friday 9am-6pm Central Time  


CREDIT CARD AUTHORIZATION:
I authorize C&M Coaching to charge my account for work completed each month, to the credit card provided herein. I agree to pay for this purchase in accordance with the issuing bank cardholder agreement. Should I wish to cancel this request, I will notify C&M Coaching in writing of my 30 day notice to cancel and auto pay will be terminated at the end of the 30 day billing cycle.
Copyright Notice

All content including the presentation thereof of scripts, training material, and dashboard content is the property of Maggie Pugesek of C&M Coaching and is protected by U.S. and international copyright laws. You may not copy, reproduce, distribute, transmit, modify, create derivative works, or in any other way exploit any part of copyrighted material without prior written permission from Maggie Pugesek of C&M Coaching. This includes but is not limited to custom and stock scripts, script verbiage, dashboard data and content, scoring modules, training booklets, podcast episodes, training videos, and coaching content and processes.  Recorded calls may be scrubbed and utilized for education and training purposes.