Client Details

Coaching Program Details

Scope: This engagement consists of a single 2-hour working session.

The session will follow a structured framework, including:

• Clarifying the tension between coaching approaches (Donald Miller,

  CoachPro, and your own methodology)

• Defining how these frameworks function together within your practice

• Establishing your core coaching model and decision logic

• Identifying your ideal client and core problem set

• Outlining the foundational structure of your practice (documents,

  workflow, and organization)

• Defining immediate next steps and priorities

Deliverables:

• A clear understanding of how your coaching frameworks integrate

  and function together

• A defined direction for your practice structure

• Identification of key structural gaps

• A prioritized set of next steps

This engagement may include light supporting notes or outlines where

appropriate. It does not include full document development or implementation support.

Nature of Engagement: This is an advisory engagement.

The value of this work is derived from:

• Clarity

• Structure

• Sequencing

• Application

Implementation of any outcomes remains the responsibility of the Client.

Time Investment

• One (1) 2-hour intensive session

• Minimal preparation and follow-up as needed

Financial Investment: Total Investment: $600 USD

Payment is due in full prior to the session.

All payments are non-refundable once the session has been scheduled.

Intellectual Property: All frameworks, models, and materials shared during this engagement remain the intellectual property of Overbrook Advisory.

Client is granted a non-transferable, non-exclusive license to use insights and materials for their own business purposes.

Materials may not be reproduced, distributed, or resold without prior written consent.

As part of this engagement, the Client will be introduced to and guided through a structured set of foundational materials and systems, including:

• Core practice architecture framework (clarity, structure, and transformation layers)
• Client pathway model (Stages 1–5 of engagement)
• Foundational business structure (organizational spine and workflow sequence)
• Introductory doctrinal frameworks (used to define positioning, client focus, and engagement logic)
• Sales and conversation structure (how to communicate and guide prospective clients)

Select templates or outlines may be referenced or lightly shared during the session where appropriate to support understanding and application.