Last Updated on July 17, 2026
These Strategy Call Terms and Conditions (the “Terms”) are entered into by and between the individual or entity purchasing the strategy call (the “Client”) and the service provider (the “Provider”). By scheduling and purchasing a strategy call (the “Call”), the Client acknowledges and agrees to the terms set forth in these Terms.
1. SERVICES PROVIDED. The Provider agrees to provide the Client with a one-time strategy session focused on business systems and processes, as selected by the Client at the time of booking (the “Services”). The Call is a consultation only and does not include execution, implementation, or ongoing consulting unless otherwise agreed in writing.
The duration of the Call shall be the length selected by the Client at the time of booking, as reflected on the Provider’s website or scheduling system.
2. PAYMENT TERMS. The Client agrees to pay the full amount for the Call at the time of booking. All payments are non-refundable, except as expressly provided in the “Rescheduling and Cancellations” section of these Terms. If the Call extends beyond the scheduled duration, additional time may be billed at the Provider’s standard hourly rate, which will be communicated in advance. The Client must pay for any additional time within five (5) days of invoicing.
3. SCHEDULING AND NO-SHOWS. The Client must select an available time slot for the Call at the time of booking. If the Client needs to reschedule, they must provide at least twenty-four (24) hours’ advance notice before the scheduled Call. The rescheduled Call must take place within 30 days of the original appointment, subject to the Provider’s availability. If the Client fails to provide timely notice or does not attend the scheduled Call without prior notification, the Client forfeits the session fee, and no rescheduling or refund will be permitted. If the Client arrives late, the Call will still end at the originally scheduled time, and no additional time will be provided.
4. CLIENT CANCELLATIONS AND REFUNDS. The Client acknowledges that all sales are final, and refunds are not available for Client-initiated cancellations. If the Provider is unable to conduct the Call for any reason, the Client may choose to reschedule or receive a full refund. The Provider reserves the right to cancel the Call for any reason and issue a refund at their sole discretion.
5. CLIENT WARRANTIES & REPRESENTATIONS. The Client is responsible for ensuring they are available at the scheduled time. The Client is expected to come prepared with any necessary information, questions, or materials relevant to their strategy session. The effectiveness of the Call depends on the Client’s engagement and implementation of the recommendations provided. The Client represents and warrants that all information provided to the Provider is accurate and complete to the best of their knowledge. The Provider is not responsible for any negative outcomes resulting from the Client’s misrepresentation of facts, misinterpretation of advice, or failure to properly implement the strategies discussed during the Call.
6. CUSTOMER EXPECTATIONS & DELIVERABLES. The Client acknowledges that the Call is designed to provide insights, recommendations, and strategic advice, but does not include execution, implementation, hands-on work, or ongoing consulting. The Provider is not required to provide any deliverables unless explicitly stated at the time of booking. If no deliverables are specified, the Call will be advisory-only.
If the Provider includes deliverables as part of the strategy session, they may consist of:
- Links to follow up resources mentioned on the call
The nature and format of any deliverables will be determined at the Provider’s discretion and timeline based on the type of strategy session booked.
7. RECORDING CONSENT & LIMITATION OF LIABILITY. The Client expressly consents to the Call being recorded by the Provider for reference, internal use, training, or service improvement. The Client may not record the Call without the Provider’s prior written consent. The Provider does not guarantee that a recording will be available and is not responsible for any failure to record the Call, technical issues, or lost recordings. In the event that the recording is unavailable for any reason, the Client is not entitled to a refund or a replacement session.
8. CLIENT TECHNOLOGY & THIRD-PARTY TOOLS. The Client is responsible for ensuring they have a stable internet connection, functioning audio/video equipment, and access to any required third-party software (e.g., Zoom, Google Meet, project management tools) before the Call. The Provider is not responsible for any technical difficulties, system outages, software incompatibilities, or disruptions caused by third-party platforms. If a Call is delayed or interrupted due to the Client’s internet issues, device malfunctions, or software failures, the Call will proceed as scheduled and end at the originally planned time, unless the Provider, at their sole discretion, agrees to reschedule. No refunds or additional time will be provided due to Client-side technical difficulties unless otherwise agreed upon by the Provider.
9. PROHIBITED CONDUCT & RIGHT TO REFUSE SERVICE. The Client agrees to conduct themselves professionally during the Call. The Provider reserves the right to terminate the Call immediately if the Client engages in harassment, inappropriate behavior, or any other conduct that disrupts the session. In such cases, no refund will be issued. The Provider reserves the right to refuse or discontinue services to any Client at their sole discretion, including but not limited to cases of unprofessional behavior, conflict of interest, or if the Client’s needs fall outside the Provider’s expertise. In such cases, a refund may be issued at the Provider’s discretion.
10. INTELLECTUAL PROPERTY. The Provider retains all rights, title, and interest in any frameworks, proprietary methods, templates, strategies, concepts, and other intellectual property shared or developed during the Call (collectively, the "Provider’s IP"). The Client receives a limited, non-exclusive, non-transferable license to use the Provider’s IP solely for their own personal or internal business purposes. The Client shall not, without the Provider’s express written consent: modify, copy, reproduce, republish, distribute, resell, sublicense, or exploit any portion of the Provider’s IP; share, teach, or otherwise disseminate the Provider’s IP to third parties, including clients, employees, contractors, or business partners, whether for free or for compensation; or use the Provider’s IP to create derivative works, competing products, or services. Any unauthorized use of the Provider’s IP shall constitute a breach of this Agreement and may result in legal action, damages, and injunctive relief to prevent further misuse.
11. NO OBLIGATION FOR FUTURE SERVICES. The Parties acknowledge that this Call is a standalone, one-time service and does not create any obligation, expectation, or right for either Party to enter into any future agreements, business relationships, or continued services.
Nothing in this Agreement shall be construed as a commitment to provide ongoing support, consulting, or future services beyond the scheduled Call, a retainer, subscription, or long-term engagement between the Parties, or a guarantee of availability for additional services in the future. Any future engagements between the Parties must be separately agreed upon in writing and are subject to separate terms, conditions, and pricing.
12. LIMITATION OF LIABILITY. The Provider makes no guarantees, representations, or warranties, express or implied, regarding any specific outcomes resulting from the Call. The Client acknowledges that all strategic advice, recommendations, and insights provided by the Provider are for informational purposes only and should not be relied upon as legal, financial, or business guarantees. The Provider shall not be liable for any direct, indirect, incidental, consequential, or special damages, including but not limited to loss of revenue, lost profits, business interruption, reputational harm, or legal disputes, arising from: the Client’s use or implementation of strategies discussed during the Call; the Client’s reliance on any information provided during the Call; any decisions made or actions taken (or not taken) by the Client based on the Call’s contents. The Client agrees that the maximum liability of the Provider under this Agreement, for any reason, shall not exceed the total amount paid by the Client for the Call.
13. CONFIDENTIALITY. Both Parties agree to maintain the confidentiality of any proprietary, sensitive, or non-public business information shared during the Call (“Confidential Information”). The Provider may use generalized examples from consultations for educational, training, or marketing purposes, but shall not disclose personally identifiable details, trade secrets, or proprietary business information without the Client’s express written consent. Confidentiality does not apply to information that: is publicly available at the time of disclosure or becomes public through no fault of the receiving Party; is lawfully obtained from a third party without confidentiality obligations; or is required to be disclosed by law, subpoena, or governmental order. The Parties’ confidentiality obligations shall survive the termination of this Agreement.
14. GOVERNING LAW AND DISPUTE RESOLUTION. This Agreement shall be governed by and construed in accordance with the laws of Florida without regard to conflict-of-law principles. In the event of a dispute arising out of or relating to this Agreement, the Parties agree to first attempt to resolve the matter through good-faith negotiations. If the dispute is not resolved within thirty (30) days, the Parties agree to submit the matter to mediation with a mutually agreed-upon mediator before pursuing litigation or other legal remedies. Mediation costs shall be shared equally between the Parties, unless otherwise agreed. If mediation fails, either Party may pursue legal action only in the courts located in Florida, and the Parties waive any objections to jurisdiction or venue in that location. The prevailing Party in any legal action shall be entitled to recover reasonable attorney’s fees and costs, in addition to any awarded damages or relief.
15. NO GUARANTEE OF RESULTS. The Provider makes no guarantees, warranties, or representations, express or implied, regarding any specific results or outcomes from the Services provided during the Call. The Client acknowledges that business success, marketing effectiveness, and other strategic outcomes depend on multiple factors, including but not limited to their own implementation, industry conditions, market trends, and external influences beyond the Provider’s control. The Provider shall not be held liable for any losses, damages, or lack of expected results arising from the Client’s use, interpretation, or implementation of the strategies discussed during the Call.
16. FORCE MAJEURE. Neither Party shall be held liable for any failure or delay in performing obligations under this Agreement if such failure or delay is due to circumstances beyond their reasonable control, including but not limited to: acts of God (e.g., floods, earthquakes, hurricanes); government orders, regulations, or restrictions; strikes, labor disputes, or civil disturbances; power failures, internet outages, or telecommunications disruption; pandemics, epidemics, or public health emergencies; or any other unforeseeable event beyond the control of the affected Party. If a Force Majeure event occurs, the affected Party shall:
- Notify the other Party as soon as reasonably possible, and
- Resume performance as soon as the disruption is resolved, to the extent practicable.
The Client acknowledges that Force Majeure does not excuse payment obligations for Services already rendered.
17. NON-DISPARAGEMENT. The Client agrees not to make defamatory or misleading statements about the Provider, whether orally or in writing, including on social media, public forums, or online reviews.
18. INDEPENDENT CONTRACTOR RELATIONSHIP. Nothing in this Agreement shall be construed to create a partnership, joint venture, agency, franchise, or employer-employee relationship between the Parties. The Provider is an independent contractor and retains full discretion over the manner and means of delivering the Services. The Client shall not control or direct the Provider’s work beyond the agreed scope of the Call. The Provider is not an employee of the Client and shall not be entitled to any benefits, insurance, or compensation beyond what is explicitly stated in this Agreement. The Client shall not have the authority to bind, represent, or act on behalf of the Provider in any capacity. Nothing in this Agreement shall be interpreted as creating an obligation for either Party to enter into future agreements or business relationships.
19. SEVERABILITY. If any provision of this Agreement is found to be invalid, illegal, or unenforceable, such provision shall be modified to the extent necessary to make it enforceable, or if modification is not possible, it shall be severed from the Agreement. The remainder of this Agreement shall continue in full force and effect.
20. AMENDMENTS. No modification, amendment, or waiver of any provision of this Agreement shall be valid unless made in writing and signed by both Parties. Any oral modifications or implied waivers shall be void and unenforceable.
21. ASSIGNMENT. The Client may not assign, transfer, or delegate their rights or obligations under this Agreement without the prior written consent of the Provider. Any attempted assignment in violation of this clause shall be null and void. The Provider may assign or transfer its rights and obligations under this Agreement at its sole discretion.
22. ENTIRE AGREEMENT. This Agreement constitutes the entire understanding between the Parties with respect to the subject matter herein and supersedes all prior discussions, negotiations, agreements, or understandings, whether written or oral. No representations, warranties, covenants, or conditions, express or implied, other than those set forth in this Agreement, shall be binding upon either Party.