Thank you for your interest in working with me! Please review these terms and conditions carefully before purchasing your subscription.

TERMS AND CONDITIONS:

This Agreement is Made Between
Keeley Rollert, Executive Assistant (EA), and You (Client)

The services to be provided by the EA to the client are coaching or tele-coaching and administrative assistance as designed jointly with the client. Coaching, which is not advice, therapy or counseling, may address specific personal projects, business successes, or general conditions in the client’s life or profession.

The client and EA agree to provide each other with 7-day notice in the event either wishes to cancel further services.

Scope of Work. ​

The program includes the following deliverables.
1. Full analysis of client’s email/calendar workflow to evaluate client’s pain points. Assistance with process automation.
2. Integration of any newly automated processes into your workflow for a streamlined, manageable system.
3. Evaluation of any non-automated, non-executive tasks and processes that can (and should) be delegated. Development of SOPs for task-management and delegation, and recommendations for hiring long-term assistant(s) if necessary for the ongoing work of maintaining systems implemented during the course of this program. The standard rate of $50 per hour applies (unless other arrangements are specified and accepted by EA) for excluded administrative tasks or system maintenance delegated to the EA as a result of agreement between EA and client. Outsourcing delegated items to another freelancer for a lower rate is acceptable and can be indicated as the desired option. See OPTIONAL THIRD PARTY SERVICES for more details.

PRO Plan Timeline and Expectations.​

EA and client will work through exercises with the goal of reaching specific milestones for simplifying processes in client’s workflow. If calls are delayed due to cancellations or no-shows (5 minutes or more of client absence without advance notice), those calls cannot be rescheduled.

If something comes up that will conflict with your appointment, the cancel/reschedule link in your confirmation email for that session will remain live until the 24 hours prior to your appointment. If you need to reschedule, at least 24 hours advance notice is required to not lose your appointment.

Additional work that I perform in the way of organization and administrative assistance (filtering emails, implementing automation for tasks, assembling documents pertaining to delegation, etc.), will be documented and summarized in a weekly email for your records.

Payment Terms.​

Requests for a refund must be made within 7 days of the first paid session. Refunds can be requested by sending an email to keeley.rollert@my-favorite-admin.com, with the subject line: EA REFUND. Termination is at the discretion of the EA, and the client agrees that any funds previously collected are non-refundable if no written request for a refund is made within 7 days of the first paid session.

This is a resource for executives who need ONGOING accountability and strategic planning to help them reduce overwhelm and improve life-work balance. The first planning session is free, covering initial setup for your Executive Dashboard, as well as discussion about your goals and what you can expect from this program as we work together in the coming months. Subsequent sessions can be scheduled to occur weekly on the same day/time selected for your first session. This can be changed no less than 24 hours before your first paid session. If you do not wish to continue, you must cancel at least 24 hours before your second session is scheduled to occur at which point you will receive a refund in the form of credit you can apply toward services in the future.

Optional Third Party Services. ​

If you desire additional guarantees by a third party, Upwork is an excellent platform for outsourcing jobs at a reasonable cost for freelancers and their clients. Upwork charges a 2.75% processing fee for every payment made by a client. The EA pays a fee on every contract as well. While this is moderately inconvenient, the Upwork platform has proved to be the most effective means of keeping costs low for both sides, while providing significant legal protection to both clients and freelancers who use their platform. The contract can be established after this agreement is accepted and the proposal is accepted on Upwork. Visit ​Upwork.com​ and create your free account. In the drop down next to your name, select Settings. Click “Billing Methods” then Add a Billing Method. Your payments are protected according to Upwork’s terms and conditions. In the “Find Freelancer” search bar, you can enter Keeley Rollert to search for me and initiate a contract with me.

Confidentiality
The EA promises the client that all information provided to the EA will be kept strictly confidential.

Executive Partnership
Throughout the working relationship, the EA will engage in direct and personal conversations. The client can count on the EA to be honest and straightforward in asking questions and making requests. The client understands that the power of the partnership between a client and an Executive Assistant can be granted only by the client, and the client agrees to do just that: have the executive partnership be powerful. If the client believes the program is not working as desired, the client will communicate that belief and take action to return the power to the partnership.

Declaration
I understand that I am working with Keeley Rollert for professional assistance at the agreed fee. Any applicable coaching is distinctly different from counseling, psychotherapy or psychoanalysis and does not deal with the diagnosis or treatment of emotional problems, so health insurance does not apply. Applicable fees may however be considered deductible business expenses.