Partner agreement

Coach & Partner Terms & Conditions

Version 0.2 (template) · Last updated

1. Relationship of the parties (independent contractor)

The Coach or Partner ("you") is an independent contractor and not an employee, partner, agent or joint venturer of MAGGie Pro ("we", "us", "Platform"). Nothing in these terms creates an employment relationship. You are responsible for your own taxes, business registration, equipment, and any applicable licenses. You determine your own methods, schedule and availability, consistent with these terms and the Platform code of conduct.

1A. Tracks: Certified Coach vs Partner (domain expert)

Track 1 — Certified Coach (generalist). You hold a verifiable coaching credential and deliver check-ins and coaching. Your expertise pathway is broad (judgment, ethics, check-in craft), not a deep domain thesis. Proof centers on credential and good standing.

Track 2 — Partner (domain expert / referred consultant). You are onboarded for a narrow expertise lane. Proof artifacts are primarily your own published work or reference materials you author or curate (URLs logged in onboarding). Coaching certification is not required. When members explore your mapped knowledge area, MAGGie refers your contact details as a consultant (or as otherwise agreed).

Both tracks complete an expertise pathway before live referral. See expertise onboarding. After Partner approval, Partners must link referral assets: contact details; one or more tools; capabilities; successes/case studies; outcomes; testimonials; plus optional authority, social-proof, reciprocity, and scarcity links — each with stated expectations (Cialdini-informed proofs for a strong referral).

1B. Platform commitment — referral & promotion

Subject to acceptance, good standing, and completed onboarding, MAGGie Pro commits to:

1. Refer your contact details to members exploring knowledge areas mapped to your expertise (as Coach or as a delegated / referred consultant, per track); and
2. Use expertise and successes described on your linked website or LinkedIn to promote those services on the Platform, with your consent given at onboarding.

This is not a guarantee of client volume, income, or match frequency (see Section 6).

1C. Partner referral fee (after referral + consulting contract)

For Partners, once MAGGie has made a referral and a consulting contract exists between you and the client (or your firm), you will input a referral fee owed to MAGGie. The amount is not fixed; a suggested starting point is US$50 per month, billed as a recurring amount until cancelled. Reminder notices are sent 10 days before the next billing date. You may adjust or cancel according to Platform billing rules once the Square workflow is live.

Implementation note for Platform operators: wire this variable monthly referral-fee workflow (amount entered by Partner, recurring until cancelled, D-10 reminders) into Square billing setup — see Setup_Square.md § Partner referral fees.

2. Certification, verification & ongoing good standing

Coaches: You represent that you hold a current, valid coaching credential from a recognized body (e.g. ICF, EMCC or equivalent) and that the credential ID you provide is accurate and verifiable. You authorize us to verify your credential and good standing at onboarding and periodically thereafter. At application and expertise onboarding you must provide a LinkedIn (or similar) profile link and/or a PDF (CV, credential certificate, or portfolio one-pager).

Partners: You represent that proof artifacts (published work / references) are accurate, lawfully shareable, and substantially your own or properly attributed. We may review artifacts and your linked site before enabling referrals. You must also provide a LinkedIn (or similar) profile link and/or a PDF identifying you and your work.

You must promptly notify us if credentials lapse, artifacts are withdrawn, or you are subject to investigation that would mislead members. We may suspend or remove a Coach or Partner whose proof cannot be verified or who is not in good standing.

2A. Identity assurance (anti-spoofing)

MAGGie Pro requires Coaches and Partners to prove they are who they claim — not someone else’s name, credential, LinkedIn, or portfolio. Impersonation or misuse of another professional’s materials is a material breach and grounds for immediate removal and, where appropriate, notification of affected parties.

Required — email ownership: You must verify control of the email address used in onboarding via a one-time code or magic link sent to that inbox (“URL-linked” / magic-code email). Prefer an address shown on your LinkedIn or practice site.

Recommended — domain match: When your email domain matches your practice website host, MAGGie treats that as additional trust evidence.

Recommended — two-factor authentication (2FA): After email verification, you should enable authenticator-app 2FA for the Partner/Coach portal. Sensitive actions (asset changes, payout details, referral fee entry) may require a second factor once production 2FA is live.

Alternates: MAGGie may accept LinkedIn/OIDC sign-in proving control of the claimed profile, DNS/file domain ownership checks, or a scheduled video identity check when automated methods fail. Ops may hold listings until identity is confirmed.

3. Code of conduct & scope of practice

You agree to act ethically and professionally, to adhere to your certifying body's code of ethics, and to MAGGie Pro's values of user agency, transparency and non-manipulation. Coaching is not a substitute for therapy, counseling, medical, psychiatric, legal, tax or financial advice. You will not diagnose or treat any condition. If a client presents needs outside the scope of coaching (including risk of harm), you will appropriately refer them to a qualified professional or emergency services and notify the Platform where appropriate.

4. Billing, merchant of record & refunds

MAGGie Pro is the merchant of record for membership subscriptions (including Pro + Check-in). That plan provides software access plus brief accountability check-ins; it does not entitle the client to full coaching sessions. Full coaching is offered via your Cal.com event types at prices you set; those charges typically run through Cal.com’s Stripe connection. For Platform-introduced work, you will not separately bill a client off-platform for the same facilitated service in order to avoid the platform fee.

5. Platform fee, payouts & schedule

Coaches: For check-in allotment revenue and other coaching revenue facilitated through the Platform, we retain a platform and facilitation fee of 25% and pass 75% through to you. Payouts are made monthly on a net-15 basis to your connected payout method. Refunds, chargebacks, and processor fees attributable to a transaction may be deducted or clawed back. Fee percentages may be amended under Section 12.

Partners: Consulting fees are typically contracted between you and the client. MAGGie's commercial interest after a successful referral + contract is the Partner referral fee described in Section 1C (variable; suggested US$50/mo until cancelled; D-10 reminders), not the Coach 75/25 split unless separately agreed in writing.

5A. Journal excerpts (client-controlled)

Clients may voluntarily share recent journal excerpts for check-ins or Cal.com sessions via the Platform’s share workflow. Journal content is stored locally in the client’s browser until they copy, paste, or email it. You will treat any shared excerpts as confidential coaching context, retain them no longer than needed for the engagement, and never use them for marketing or model training.

6. No guarantee of client volume

We do not guarantee any minimum number of clients, sessions, income, or matching frequency. Client demand varies. Nothing here is an offer of employment or a promise of work.

7. Confidentiality & client data / privacy

You will keep client information confidential and use it solely to deliver coaching. You will comply with applicable data-protection laws (e.g. GDPR/UK GDPR/CCPA as relevant), process personal data only as needed, retain it no longer than necessary, and not sell or misuse it. MAGGie Pro is privacy-first: client product data is stored locally in the client's browser, and any data we share with you for coaching is provided on a need-to-know basis. You will report any suspected data breach to us promptly.

8. Intellectual property & content license

MAGGie Pro retains all rights to the Platform, its curriculum, branding and content. You retain ownership of materials you independently create, including Partner published work. You grant MAGGie Pro a non-exclusive, worldwide, royalty-free license to use your name, likeness, credentials, bio, expertise-lane description, and publicly linked website/LinkedIn successes for listing, referral matching, and promoting your availability on the Platform. Any content you contribute to the Platform is licensed to us to host and display in connection with the service.

9. Non-solicitation & non-circumvention

To protect the Platform that provides client introductions, you agree that for the duration of the partnership and for 12 months afterward, you will not solicit or knowingly take a MAGGie-introduced client "off-platform" in order to avoid the platform fee. This does not restrict your right to work with clients you sourced independently of the Platform. Reasonable steps to migrate a client off-platform to circumvent fees are a material breach.

10. Insurance, liability & indemnification

You are responsible for maintaining any professional liability ("errors & omissions") insurance appropriate to your practice and jurisdiction. To the maximum extent permitted by law, each party's liability is limited as set out in any signed master agreement; the Platform is not liable for the coaching advice you provide. You agree to indemnify and hold harmless MAGGie Pro from claims arising out of your coaching services, your breach of these terms, or your violation of law or third-party rights.

11. Term, termination & offboarding

The partnership begins on acceptance and continues until terminated. Either party may terminate for convenience with 30 days' written notice, or immediately for material breach, loss of certification, or conduct that risks client welfare. On termination, we will pay out amounts properly due, and you will cooperate in a graceful handover of active clients so their care is not disrupted. Sections that by their nature survive (confidentiality, IP, non-circumvention, indemnity) continue after termination.

12. Changes to these terms

We may update these terms or the fee schedule. We will give reasonable advance notice of material changes (e.g. by email or in the partner dashboard). Continued participation after the effective date constitutes acceptance. If you don't agree, you may terminate under Section 11.

13. Dispute resolution & governing law

The parties will first attempt to resolve disputes in good faith. Failing that, disputes will be resolved under the laws of [GOVERNING JURISDICTION — to be specified], with venue and any arbitration mechanism as set out in the signed master agreement. (Placeholder — your attorney should set the governing law, venue, and dispute mechanism appropriate to your business.)

14. Entire agreement

These terms, together with any signed master services agreement and the Platform policies referenced here, constitute the entire agreement between the parties regarding the coaching partnership and supersede prior discussions.