Scope of Services & Multidisciplinary Offerings
Description of Services: Definition of provisions across all four core pillars: Professional Development & Career Coaching, Business Consulting & Operational Strategy, Marketing & Web Solutions, and Event Logistics & Concession Management.
Advisory Disclaimer: Explicit statement that coaching and operational consulting services provide strategic guidance and educational frameworks, not certified CPA tax filing, licensed legal counsel, or guaranteed employment outcomes.
Booking, Payment Terms & Pricing Structure
Fee Schedule: Clear terms regarding one-on-one sessions ($35 Single Session), multi-week programs ($130 Momentum, $320 Accelerator), and custom scope proposals (Web Design & Event Management).
Payment Processing: Requirements for upfront payment or scheduled milestones via secure merchant gateways prior to session confirmation or project kickoff.
Taxes & Invoicing: Client responsibility for applicable local taxes and payment transaction fees.
Cancellation, Rescheduling & Refund Policy
Rescheduling Rules: Requirement of at least 24 hours’ prior written notice to reschedule a virtual coaching or consulting session without forfeiting the booking fee.
No-Show & Late Policy: Policies governing client lateness (e.g., session ends at scheduled time) and missed appointments without prior notice.
Refund Terms: Strict definition of refund eligibility (e.g., non-refundable once strategy hours or custom deliverables such as completed resumes and code deployments have been delivered).
Client Responsibilities & Materials Submission
Accurate Information: Client obligation to provide truthful, accurate career histories, business documentation, and branding assets.
Timely Feedback: Deadlines for clients to review drafts (e.g., website wireframes, SOP outlines, resume edits) to prevent project delays or milestone expiration.
Intellectual Property & Work Ownership
Client Deliverables: Full ownership transfer of customized final deliverables (completed resumes, client-specific SOP documents, custom website files upon full invoice settlement).
Proprietary Frameworks: Retention of ownership by the agency over proprietary templates, workshop materials, methodology frameworks, and pre-existing code/design libraries.
Third-Party Platforms, Tools & Permitting
Software Subscriptions: Client responsibility for maintaining third-party licenses (e.g., WordPress hosting, domain registrars, payment gateways, CRM tools).
Event Permitting & Compliance: Clear division of responsibilities regarding municipal permits, health licenses, and insurance policies for event and concession coordination.
Limitation of Liability & Warranties
“As-Is” Provision: Disclaimer stating services and strategic advice are delivered without express or implied guarantees of specific revenue growth, job placement, or search engine ranking positions.
Cap on Liability: Maximum liability capped at the total amount paid by the client for the specific service in dispute.
Confidentiality & Non-Disclosure
Mutual commitment to safeguarding non-public business strategies, trade secrets, financial details, and personal candidate information shared during consultations.
