Master Terms of Service

These Master Terms of Service (the “Master Terms”) govern all products, services, programs, memberships, communities, and other offerings provided by KH Coaches LLC dba Systematic Mind (referred to as “Company,” “we,” or “us”) to any client or participant (referred to as “Client” or “you”). By purchasing, accessing, or participating in any Company service or program, you agree to be bound by these Master Terms and the specific terms in the relevant Service Addendum for that offering (see below). These terms form a legally binding agreement intended to protect both the Client and the Company. Please read these Master Terms and any applicable Addendum carefully before purchase or use.

 

1. Scope and Structure of Agreement

 

1.1 Master Terms and Addendums

These Master Terms apply to all current and future Company offerings unless a specific Service Addendum explicitly overrides certain terms. Each Service Addendum provides offer-specific terms such as deliverables, pricing, payment schedules, refund guarantees, access rights, and any unique conditions for that particular service. In the event of a conflict between the Master Terms and a Service Addendum, the terms of the Addendum will control for that specific service; otherwise, the Master Terms and Addendum apply together. By proceeding with a purchase or by accessing any Company service, you confirm that you have read, understood, and agree to these Master Terms and all relevant Addendums.

1.2 Parties

“Company” or “we” refers to KH Coaches LLC dba Systematic Mind (an Arizona limited liability company), and “Client” or “you” refers to the individual or entity purchasing or using the services. If you are purchasing on behalf of an organization, you represent that you have the authority to bind that organization to this Agreement.

1.3 Eligibility

You must be at least 18 years old and have the legal capacity and authority to enter into this Agreement and purchase or use our Services. By accessing or using our Services, you represent and warrant that you meet these requirements. We do not knowingly collect or solicit personal information from individuals under 18. If we learn that we have collected personal information from someone under 18, we will delete it promptly.

1.4 Acceptance

You indicate acceptance of this Agreement by signing a contract, checking a box, clicking “Purchase” (or similar), or by otherwise enrolling in or using any Company service. If you do not agree with any part of these terms, do not purchase or use our services.

 

2. Intellectual Property & Ownership

 

2.1 Company Materials Ownership

All content, materials, methodologies, tools, templates, processes, and intellectual property provided by Company through any service (“Content”) are and remain the exclusive property of Company. This includes, without limitation, written documents, worksheets, training materials, videos, audio recordings, slide decks, frameworks, workflows, software tools, prompts (including AI-generated prompts or templates), and branded materials created by or for the Company. Nothing in this Agreement transfers ownership of Company’s intellectual property to the Client. All trademarks, service marks, logos, and trade names are proprietary to Company. We retain ownership rights over all our standard templates, proprietary processes, and branded materials provided to you.

2.2 License to Client

When you purchase and pay for a service, we give you a limited, non-exclusive, non-transferable, revocable license to use the materials we provide (“Content”) for your personal use or your own business use, and only for the purpose intended under these Terms.

You may use and adapt our templates, tools, and other materials within your own business, but you may not share, sell, publish, or distribute them to anyone else without our written permission. For example, you can customize our SOP templates for your own operations, but you cannot resell them or present them as your original work.

Any deliverables created specifically for your business—such as custom SOPs, strategy plans, or other unique work product—may be used within your own business as you see fit, but you may not sell, license, or distribute them outside your business. We retain all rights to any pre-existing proprietary materials or general components included in your deliverables.

2.3 Prohibited Uses

Without prior written consent from Company, you may not do any of the following with our Content or materials (including AI-generated content we provide):

• Copy, reproduce, modify, or create derivative works from the Content (except for your internal business use as permitted).
• Distribute, share, or make any Content available to anyone who is not a paid client of the service. This includes no posting of our materials (in whole or in part) on public forums, websites, or sharing with other businesses.
• Resell, license, or sublicense the Content to any third party. You cannot incorporate our Content (including templates or AI prompts) into your own products or services for sale or use outside your internal organization.
• Remove or obscure any copyright, watermark, or proprietary notices on Content.
• Claim any of our Content (including ideas, methods, or wording) as your own or as if you created it.
• Allow anyone else to use your login credentials or access the materials you purchased.
  
  

Any unauthorized use of Content is a breach of this Agreement and may result in immediate termination of your access without a refund, and possible legal action for infringement.

2.4 AI-Generated Content

The Company may utilize artificial intelligence (AI) tools to assist in creating content, templates, or suggestions as part of our services. All AI-generated prompts, templates, outputs, or instructional materials provided to you are considered part of the Company’s Content and are subject to the same ownership and licensing terms above. We retain ownership of any AI-assisted content we create (just as we would if a human created it), and grant you a license to use such content under the terms of this Agreement. You may not redistribute or resell AI-generated outputs or underlying prompts/frameworks provided by us, just as you may not with other Content.

2.5 Intellectual Property of Client

You, the Client, retain ownership of any intellectual property or confidential information you provide to the Company during our work (for example, your own business materials, logos, proprietary data you share with us). You are simply granting us a license to use that information as needed to perform the services. We claim no ownership in your trademarks, logos, or other pre-existing intellectual property.

2.6 Portfolio Release

You agree that Company has the right to reference or showcase elements of the project or engagement in our portfolio, website, or case studies for marketing purposes after the service is completed, provided that we do so in a way that does not disclose your confidential business information without your written consent. Examples of permissible public references include general descriptions of outcomes (e.g., “Client reduced onboarding time by 50% after our program”) or non-confidential excerpts of deliverables to illustrate the type of work performed. 

 

3. Payment Terms

3.1 Fees and Currency

You agree to pay all fees for the services you purchase, as described at checkout, on our website, or in a separate proposal or invoice. All prices are listed in U.S. Dollars (USD) unless stated otherwise. Payment in full is typically required upfront for most services (unless a payment plan or subscription is offered as described in an Addendum or checkout page). You are responsible for providing a valid payment method and accurate billing information.

3.2 Payment Authorization

By providing a credit card or other payment method and enrolling in a service, you authorize the Company (and our third-party payment processors) to charge the specified amount to your payment method for the fees and any applicable payment plan installments. If you are on a payment plan or subscription, you authorize us to charge your card automatically for each installment or renewal period without additional consent, until your obligation is paid in full or until you cancel according to the terms herein.

3.3 Payment Plans

If a service offers an installment payment plan (multiple payments over time) and you opt into it, you understand that you are entering into an obligation to pay the full amount of the service fee. You must pay all installments in full, regardless of whether you complete, attend, or fully utilize the service. Installment payments are not a “subscription” you can quit early; they are simply a way to spread out the fee.

Delays & Defaults: If any installment payment fails or is declined, you agree to update your payment method and complete the payment within 5 calendar days of notice. We will attempt to notify you of the failed charge. If payment is not received within 5 days, we reserve the right to suspend or revoke your access to the service (and any content or communities) until the account is brought current. After two failed attempts or prolonged non-payment, we may send the remaining balance to collections and/or pursue legal remedies to collect what is owed. Your obligation to pay outstanding fees survives any suspension or termination of access.

No Chargeback Abuse: You agree not to initiate chargebacks with your bank or credit card issuer without first attempting to resolve any dispute by contacting us in writing at [email protected]. Initiating an unwarranted chargeback for services you have received or are actively receiving is considered a breach of this Agreement. We reserve the right to dispute any chargeback and recover our fees, and such action may result in immediate termination of your access to services.

3.4 Subscriptions & Recurring Billing

If you enroll in a membership or subscription service (e.g.  monthly community or ongoing program), you will be charged the membership fee on a recurring basis (such as monthly) until you cancel. By signing up, you authorize the Company to charge your provided payment method automatically each billing period (e.g., each month on the same date as enrollment) for the recurring fee. You can cancel a subscription by providing written notice (via email to [email protected]) at least 5 business days before the next billing date, or via any cancellation method provided in your account dashboard, if available. Upon timely cancellation, you will not be charged for further periods, but you will also lose access to membership content and communities at the end of the paid-through period. Partial months are not prorated upon cancellation; your membership benefits will continue until the end of the current paid term and then terminate. We reserve the right to change membership pricing with advance notice; if you are on a month-to-month plan, new pricing would apply to the next renewal after notice.

3.5 Taxes

All fees are exclusive of any applicable sales taxes or VAT, which will be added at checkout if required by law based on your location. You are responsible for paying any such taxes or duties.

3.6 Late Fees

Unless prohibited by law, we may charge a late fee or interest (for example, 1.5% per month or the maximum allowed by law, whichever is less) on past due amounts if you do not pay on time, until the balance is paid in full. You agree to pay any costs of collection (including reasonable attorneys’ fees) incurred by us in recovering overdue amounts.

3.7 Gift Purchases and Transfers

Unless specifically stated in the Service Addendum or promotional materials, all purchases are non-transferable and may not be given, sold, or assigned to another person. If we offer a gift option, the recipient must accept our terms of service before gaining access to any materials or sessions. Unauthorized transfers or use of your account by another person may result in immediate termination of access without refund.

 

4. Refund Policy

4.1 Standard Policy (All Sales Final)

Unless a specific Service Addendum, promotional guarantee, or limited-time offer explicitly provides otherwise, all sales are final and non-refundable. By purchasing a service, you acknowledge that you have had an opportunity to review the sales page, program outline, or contact us with questions, and you understand that you are committing to the service.

Given the digital and consulting nature of our offerings—which may include immediate access to intellectual property, proprietary templates, AI-trained materials, course modules, or the scheduling of Company resources—we do not offer refunds or cancellations once a purchase is completed, except:

• As specifically provided in the applicable Service Addendum for that offer; or
• Where required by applicable law.

In summary: no “change of mind” refunds.

4.2 Service-Specific Guarantees

Certain services may include a satisfaction guarantee or refund window as part of their offer (see the relevant Addendum for details). For example, our Streamline Success program includes a conditional 14-day satisfaction guarantee (described in Addendum A), and our Strategy Session includes a post-call satisfaction guarantee (Addendum B). Any such guarantee is subject to strict conditions and deadlines, which are detailed in the respective Addendums. If you qualify under the stated conditions, we will honor the guarantee as described. If you do not meet the requirements or miss the deadline, you waive any right to that refund.

4.3 How to Request a Refund (if eligible)

If your service offer includes a refund guarantee (e.g., a 14-day trial period or satisfaction guarantee), and you wish to invoke it, you must notify us in writing by email at [email protected] within the specified timeframe. Your request must include your name, the service purchased, date of purchase, and a clear statement that you wish to cancel under the specified guarantee. If the applicable Service Addendum for your offer specifies certain conditions that must be met to qualify for a refund (such as attending an initial session, submitting required work, or meeting participation thresholds), you must demonstrate that you have met those conditions when making your request. When a valid refund request is received on time and all applicable conditions are met, approved refunds will be processed back to your original payment method within approximately 10–30 business days. Any administrative fee (as specified in the offer terms) will be deducted.

4.4 Non-Refundable Situations

Except where a guarantee applies, the following are examples of non-refundable situations (this is not an exhaustive list): failing to use or attend the service (e.g., missed calls, failing to access materials, not logging into the program, or not completing required steps or milestones), dissatisfaction with aspects of the service that were disclosed in advance or are subjective (e.g., style, pace, or format), requesting a refund outside of any agreed guarantee period, once materials have been accessed or sessions delivered, or removal from a program or community due to violating our policies (e.g., harassment, illegal sharing of content, misuse of intellectual property). If eligibility for a guarantee or refund depends on meeting specific deadlines or submitting required work, missing those deadlines or providing incomplete submissions will also make you ineligible for a refund.

4.5 Withdrawal and Cancellations

If you choose to withdraw from a program or cancel services early (outside of any applicable refund guarantee period stated in a Service Addendum), you will not be entitled to a refund. If you are on a payment plan, you remain responsible for completing all remaining scheduled payments in full. Withdrawal does not relieve you of these obligations. For clarity, “withdraw” includes stopping participation, failing to schedule or attend sessions, or otherwise ceasing to engage with the service while it is still active.

4.6 Membership Cancellation

For subscription memberships (see applicable Addendum), refunds are not offered for fees already charged. If you cancel mid-term, your billing will simply stop at the end of your current paid period, and you will retain access until that date unless otherwise specified in the offer terms. Once a membership period is billed, it is non-refundable unless otherwise stated in the offer terms or required by law. If a membership includes community access, access will end when your paid term ends.

4.7 Administrative Fees

Some approved refunds may be subject to an administrative or processing fee, as disclosed in the applicable Service Addendum. This fee covers costs incurred by the Company before cancellation, including but not limited to payment processor fees, onboarding activities, resource allocation, or administrative work already performed.

4.8 Final Determination

All refund, cancellation, and withdrawal decisions are made at the sole discretion of the Company, within the bounds of any applicable laws. A prior approval or exception does not create any obligation or precedent for future cases.

 

5. Client Responsibilities

 

5.1 Active Participation

Our coaching, consulting, and training services are collaborative. As the Client, you agree to actively participate and take responsibility for your own success. This means completing any preparatory homework or questionnaires, attending scheduled calls or sessions on time, and diligently implementing the strategies or action items that result from our work together. You acknowledge that your commitment and follow-through are essential to achieving results.

5.2 Communication and Feedback

You agree to communicate promptly and honestly throughout the engagement. This includes providing any information, content, or access that we reasonably need in order to perform the service. For example, for our operations consulting programs, you may need to grant us access to systems (project management tools, etc.) or share documents so we can review and improve them. You also agree to provide feedback or approvals on deliverables in a timely manner (generally within 3 business days when something is submitted for your review) so that projects can stay on schedule. Delays in feedback or in providing required information may result in schedule adjustments. If we are waiting on you for an extended period, we may pause the engagement until you respond.

5.3 Access and Point of Contact

If our work requires access to your systems, accounts, or personnel, you will ensure we are given the necessary (and reasonably secure) access in a timely fashion. You agree to designate a primary point of contact (e.g., yourself or a team member) who will liaise with us, coordinate feedback, and have authority to make decisions or approvals during the project.

5.4 Adherence to Schedule

We will work with you to schedule calls, meetings, or milestones. You agree to make a good-faith effort to stick to the agreed schedule for sessions and deliverable reviews. If you need to reschedule a call, please provide at least 24 hours’ notice. Repeated cancellations or no-shows by you may result in the forfeiture of that session (we reserve the right not to reschedule more than once without good cause) and will still count as time used in your program.

5.5 No Substitute for Personal Work

You acknowledge that engaging our services does not mean all work will be performed without your involvement. All of our programs—including consulting, coaching, Done-With-You, and Done-For-You services—require your active participation, timely communication, and collaboration to be effective. You remain responsible for providing necessary information, feedback, approvals, and access as requested, as well as implementing any strategies, processes, or recommendations applicable to you. Your participation and follow-through are essential to achieving results, and outcomes are dependent on your actions. Lack of results due to failure to implement, participate, provide required input, or meet agreed timelines is not the responsibility of the Company.

5.6 Consequences of Non-Cooperation

If you materially fail to fulfill your responsibilities or cooperation (for example, unreasonably delaying deliverables by not providing needed input for weeks, or missing multiple scheduled calls without notice), we may pause or, if necessary, terminate the service. We will attempt to discuss any issues with you first. In a case of termination due to client non-cooperation or breach of this Agreement, no refund will be provided, and if on a payment plan, you remain responsible for full payment. Alternatively, if delays on your end require us to extend the timeline significantly or do additional work, we reserve the right to charge additional fees to compensate for the extra time or re-scheduling, but we will discuss and agree on such fees with you in advance if that situation arises.

5.7 Tools & Implementation (for Consulting Services)

If you are receiving consulting around systems, automation, or similar, you may be required to set up accounts for certain software tools (or grant us access) to implement recommendations. You are responsible for any third-party software fees (we will generally work with the tools you already have whenever possible). We may guide you in using certain AI or automation tools; you are responsible for following any usage guidelines and not using such tools in violation of their terms or applicable laws.

 

6. Access, Delivery & Platform Dependencies

 

6.1 Delivery Methods

Services may be delivered through a combination of live sessions (e.g., Zoom or similar), recorded trainings, digital portals (e.g., Kajabi), downloadable resources (e.g., templates, workbooks, checklists), and other formats as described in the applicable Service Addendum or at checkout. We may change delivery methods or platforms at any time, provided that the core deliverables remain accessible for your stated access period.

6.2 Access Timelines

Unless otherwise stated in your Service Addendum:

• Digital products include a minimum of six (6) months’ access from purchase.
• Memberships remain accessible only while your account is active and payments are current.
• Live programs, cohorts, or group consulting may have time-limited access to replays or resources as outlined in onboarding materials.
• “Lifetime access” means the lifetime of the program—defined as the period during which the Company actively offers and supports that program. We may retire or discontinue a program at any time with at least thirty (30) days’ notice to affected participants.
  
  

6.3 Third-Party Platforms

Some services rely on third-party platforms, tools, or integrations (e.g., Zoom, Kajabi, Slack, Google Drive). You may be required to create, maintain, and log in to accounts on these platforms to access your service. The Company is not responsible for:

• Downtime, outages, or slow performance on third-party platforms.
• Removal or modification of features, tools, or functionality.
• Termination, suspension, or restriction of your account on a third-party platform.
• Policy, technical, or access changes that affect your use of the platform.
  
  

If a third-party platform discontinues or restricts its service in a way that impacts delivery, we may, at our sole discretion:
(a) transition the service to an alternative platform or method,
(b) provide an equivalent replacement resource, or
(c) retire the affected component without refund, provided the core deliverables remain available during your stated access period.

6.4 Compliance with Platform Terms 

Your use of third-party platforms is subject to their own terms of use, privacy policies, and community guidelines. You are responsible for reviewing and complying with those terms at all times. The Company will not be liable for your violation of any third-party platform’s policies or for any resulting loss of access.

6.5 Content Updates and Retirements

We may update, replace, or remove materials at any time to ensure accuracy, relevance, or compatibility. If a service is retired, any guaranteed or lifetime access will end upon retirement, subject to the notice requirements in Section 6.2.

 

7. Confidentiality and Non-Disclosure

 

7.1 Mutual Confidentiality

Both Client and Company acknowledge that in the course of working together, each may share certain sensitive or proprietary information with the other. “Confidential Information” means any non-public information disclosed by one party to the other in connection with the services that is designated as confidential or that should reasonably be understood to be confidential given the nature of the information or circumstances of disclosure. This may include business plans, customer lists, financial data, trade secrets, strategies, or personal information. Both parties agree to keep all Confidential Information received from the other party strictly confidential, and to not disclose it to any third party outside the engagement, except (a) with the disclosing party’s permission, (b) as required by law or court order (with notice to the disclosing party if legally permissible), or (c) information that becomes public through no fault of the receiving party.

7.2 Company Materials & NDA

Client acknowledges that the Content and materials provided by Company are proprietary (as addressed in Section 2). You agree not to share Company’s proprietary materials, methods, or trade secrets with any third party. This obligation continues even after your participation in the program or service ends. If you have team members who need to see the materials to help implement in your business, you may share internally, but you must ensure they also keep it confidential and use it only for your business benefit. You will be responsible for any unauthorized sharing by those you permit to access the content. (If you have a business partner or team that needs broader access, please discuss licensing options with us.)

7.3 Our Confidentiality to You

We also agree to safeguard any sensitive information you share with us. For example, if in the course of consulting we access your internal documents, data, or learn private details about your business strategies, finances, or personal life, we will not disclose that information to anyone outside our company (except as needed for professional advice from our attorneys or accountants under a duty of confidentiality). We may discuss your case internally among our team as needed to deliver the service. We will not use your confidential information for our own benefit (other than to provide the services) or for any purpose outside the scope of the engagement.

7.4 Privacy

Your use of our Services is also governed by our Privacy Policy, which explains how we collect, use, and protect your personal information. By agreeing to these Terms, you acknowledge and agree to the Privacy Policy. If you provide us with personal data about third parties (such as clients or team members), you confirm that you have the right to do so and that such information will be handled in accordance with our Privacy Policy.

7.5 Exceptions

The confidentiality obligations in this section do not apply to information that is (a) already known by the receiving party without obligation of confidentiality, (b) independently developed by the receiving party without reference to the confidential information, (c) publicly available through no wrongful act of the receiving party, or (d) lawfully obtained from a third party who has the right to disclose it.

 

7.6 Testimonials & Public Comments

Notwithstanding the above, if you voluntarily share a testimonial, review, comment, or success story about our services (whether directly to us, in our community forums, or on social media), you agree that we may use that feedback (along with your name and likeness, if publicly provided) in our marketing materials or on our website. We will handle such testimonials per Section 9 (Testimonials & Publicity Rights).

 

8. Community Guidelines

This section applies to any online communities, group programs, forums, or membership groups hosted by the Company. By participating in any Company-run community or group, you agree to these standards of conduct.

8.1 Purpose of Community

Our communities (such as private forums, group coaching calls, Slack/Discord/Facebook groups, etc.) are intended to be supportive, respectful spaces for clients to learn, share, and connect. You agree to contribute to a positive environment and abide by the following guidelines.

8.2 Respect and Professionalism

You will treat all other members, as well as Company staff and partners, with respect, courtesy, and professionalism at all times. Disagreements or debates are fine, but no personal attacks. Critique ideas, not people. Absolutely no harassment, bullying, or discrimination will be tolerated. This includes hateful or derogatory remarks toward anyone’s race, ethnicity, religion, gender, sexual orientation, disability, or any personal characteristic.

 

8.3 No Spam or Self-Promotion

Our community is not a place for unsolicited pitching or spam. You agree not to use the community to excessively promote your own products or services, solicit business, or recruit others for opportunities without permission. (General sharing or networking is welcome in appropriate contexts, but blatant advertising or continuous self-promotion is prohibited.) Likewise, do not spam the group with irrelevant links or content.

8.4 Privacy and Confidentiality in Communities

What is shared in group sessions or communities should be considered confidential and for members-only. You agree not to reveal any personal stories, business details, or strategies that other members or the Company share within the community to outsiders. You can of course apply advice and lessons to your own business, but you shouldn’t publicize someone else’s case or results without permission. Note: While we set this expectation among members, we cannot guarantee absolute confidentiality (we can’t control what every member does). Therefore, use discretion when sharing sensitive information. The Company is not liable for another member’s breach of confidentiality, though we will take action if we become aware of it.

8.5 Appropriate Content

You agree not to post or share any content that is illegal, offensive, or violates any law or intellectual property rights. This includes not uploading viruses or malicious code. Do not share content that defames anyone or could be considered an unlawful disclosure. Essentially, keep it legal and kind.

8.6 Following Platform Rules

In addition to our rules, you will follow the rules of the platform used (for example, Facebook’s community standards if in a Facebook group). If we host on a third-party platform, violating their terms can also get you removed.

8.7 Intellectual Property Respect

You may learn techniques or see materials in the community (from Company or members). You must not take someone else’s content shared in the community (like a member’s document or a coach’s template) and use it outside the community in a way not authorized. Company content posted in the community is for members’ use only (as per Section 2 license); member-contributed content is for the group’s benefit and not to be exploited by others without permission.

8.8 Enforcement

Company reserves the right to monitor community interactions and enforce these guidelines. If you violate the Community Guidelines or otherwise behave in a manner that we, in our sole discretion, find disruptive, harmful, or inappropriate, we may take action. Actions can include a warning, deletion of offending posts, or immediate removal from the community or program. Removal for cause (violation of these terms) will be without any refund. We also reserve the right to ban you from future programs or communities if the behavior is severe.

8.9 No Guaranteed Outcomes from Community

Advice or information shared by others in the community (including other clients) is not vetted by the Company in every instance. Please use common sense and verify information before relying on it. The Company is not responsible for any actions you take based on peer advice in the community.

8.10 No Expectation of Privacy

While members are expected to keep each other’s information confidential (see 7.4), you acknowledge that things you share in a group setting may become known to others. We cannot absolutely control what other participants do. Therefore, you have no guarantee of privacy for things you voluntarily share in a group forum. Share at your own comfort level.

 

9. Disclaimers (No Guarantees & No Professional Advice)

9.1 Educational and Informational Purposes

All of our programs, coaching, consulting, and materials are provided for educational and informational purposes only. While we strive to help you improve your business operations, productivity, and personal effectiveness, we are not providing legal, financial, accounting, or mental health services, nor are we making any medical claims. Nothing in our content should be taken as specific professional advice tailored to your situation. Always consult with a qualified professional (attorney, accountant, therapist, etc.) if you need such advice. The Company’s guidance is based on experience and expertise in operations and coaching, but your situation may require additional professional input.

9.2 No Guarantee of Results or Earnings

You understand and agree that the Company has made no guarantees or promises about the results of you using our services. Any examples of results or outcomes that we provide (through case studies, testimonials, or marketing materials) are illustrative only and not guarantees. Each business and individual is different, and success depends on many factors outside our control – including your own commitment, effort, resources, and market conditions. We do not guarantee that you will achieve any particular outcome (for example, we do not guarantee any specific increase in revenue, productivity, or free time as a result of our services). You accept and acknowledge that your success or failure is your responsibility and that we have not made any warranty, representation, or guarantee regarding results or earnings.

9.3 Past Performance

Any testimonials or endorsements by past clients (in text or video) are genuine and truthful, but they are not a promise that current or future clients will have the same experience. Past results do not guarantee future results. You should not infer any guarantee just because someone else achieved certain results.

9.4 Assumption of Risk

You agree that you are using the Company’s services and applying the concepts learned at your own risk. You knowingly assume all risks of implementing the advice or recommendations provided. This includes any business or personal outcomes that result from following (or not following) our guidance. You are solely responsible for your decisions, actions, and results. We will coach and consult to the best of our ability, but ultimately you must make and implement your own decisions.

9.5 Not Therapy or Employment

If you are receiving coaching, you understand this is not therapy or counseling. We may discuss mindset and habits, but our coaches are not medical or mental health professionals. Similarly, if you are in our community or group programs, you understand you are not entering into an employee/employer relationship with us. You are a client being taught or advised, not an employee of the Company.

9.6 Third-Party Tools & Content

In our services, we may recommend third-party tools, software, or content (for example, a project management app, an AI tool, or a book to read). These are suggestions for your convenience. We do not control third-party providers and are not responsible for their performance, availability, or terms. Using third-party products is at your discretion. We make no warranty as to any third-party service (you should review their terms and privacy policies). If a third-party integration or tool we recommended changes or fails, that is outside our control.

9.7 AI Tools Disclaimer

As noted, we may use or recommend AI (artificial intelligence) tools (such as AI writing assistants, automation bots, etc.). AI outputs are not guaranteed to be accurate, error-free, or compliant. We do not guarantee any AI-generated output will be correct or suitable for your needs. AI may produce outdated or irrelevant information, and it should be reviewed carefully by you. All AI-provided suggestions or content should be vetted with human judgment. Use AI outputs at your own risk. We expressly disclaim liability for any errors or issues arising from AI-generated content used in your business (more on liability limits below). You are responsible for ensuring any AI use complies with applicable laws and platform policies (e.g., not inputting sensitive personal data into AI tools, see Section 6 on data privacy).

9.8 No Endorsement of Client’s Business

We may provide advice to you about your business, but that does not mean we are officially endorsing or investing in your business. You cannot say or imply that we are partners or that we guarantee your business’s success.

9.9 Technology Disclaimer

We strive to provide services in a technologically secure and accessible manner. However, we cannot be responsible for technical issues beyond our control (such as platform downtime, internet outages, or your inability to access materials due to firewall or incompatible software). If you experience any tech issues, please contact us and we will do our best to help, but there is no complete warranty that the delivery of digital content will be uninterrupted or error-free.

9.10 Accuracy of Information

We make reasonable efforts to ensure that all information, materials, and resources provided through our Services are accurate and up to date. However, we do not warrant that all information will be free from errors, omissions, or outdated content. You are solely responsible for verifying the accuracy, completeness, and applicability of any information before relying on it for business, financial, legal, or personal decisions.

9.11 Account Security & Unauthorized Use

If we provide you with login credentials, passwords, or other access details for a private portal, course, or community, you agree to keep this information confidential and not share it with any unauthorized person. You are fully responsible for all activity under your account, whether or not you authorized it. The Company reserves the right to suspend or terminate access without refund if we suspect account sharing, unauthorized access, or security breaches.

9.12 Voluntary Participation & Withdrawal

Your participation in our programs, coaching, or consulting is entirely voluntary. You may withdraw at any time; however, withdrawal does not entitle you to a refund unless expressly stated in the applicable Service Addendum, guarantee, or refund policy. By participating, you accept full responsibility for your engagement and completion of the program or services purchased.

9.13 Affiliate & Third-Party Recommendations

From time to time, we may recommend, promote, or link to products or services offered by third parties, and we may receive compensation or other benefits if you purchase through our link. Any such recommendation is made in good faith based on our experience or belief that it may benefit you, but we make no warranties regarding such third-party products or services. You are responsible for conducting your own due diligence and determining whether any third-party offering is appropriate for your situation. The Company is not liable for any issues, losses, or damages arising from your use of third-party products or services.

 

10. Testimonials, Publicity & Use of Likeness

10.1 Client Testimonials

We appreciate feedback. If you voluntarily provide us with a testimonial, review, or public comment (for example, by emailing us praise, providing a video testimonial, or posting on social media about your experience), you grant us permission to use your testimonial content and likeness (as applicable) for marketing and promotional purposes. This includes a royalty-free, perpetual license for us to publish or reproduce your statements in any media, including on our website, social media, emails, sales materials, or presentations. We will usually identify you by first name and possibly your business name or general location, unless you request anonymity. You will not be compensated for the use of a testimonial (beyond the value received from the program itself). If you prefer that we do not use something you said, please inform us in writing at the time you provide the feedback or shortly thereafter. We appreciate candid testimonials but do not want to inadvertently violate your privacy.

10.2 Recorded Sessions

For group coaching programs or community calls, note that sessions may be recorded for later replay to members (or for internal training). By participating in any group call or event, you consent to being recorded. These recordings might be shared with other members of the program or used by the Company to improve services. We will not publish recordings publicly without additional permission, but they may reside in membership portals that other members can access. If you have privacy concerns about speaking on a recorded call, please let us know in advance.

10.3 Company’s Right to Publicize

We reserve the right to disclose that you are a client (for example, we may list “Companies we’ve worked with” on our site and include your business name or logo, unless you explicitly ask us not to). However, we will not disclose specific details of the work or results beyond generic marketing statements without permission, as covered in Confidentiality and in Testimonials above.

10.4 No Misrepresentation

If we do use your testimonial or profile, we will do so truthfully and not alter your words to misrepresent your endorsement. We may edit for length or clarity, but will not fabricate quotes.

10.5 Social Media Sharing

If you tag us or use our brand name on social media with positive remarks, we may reshare those posts or otherwise use them per the terms above. On the flip side, we will not publicly disparage you and expect the same professionalism in return (see Section 10 on mutual respect and non-disparagement).

 

11. Limitation of Liability

11.1 Indirect Damages

To the fullest extent permitted by law, in no event will Company (or its members, officers, employees, contractors, or affiliates) be liable to the Client for any indirect, consequential, exemplary, special, or incidental damages arising from or relating to this Agreement or the services provided. This includes, but is not limited to, lost profits, loss of data, loss of business opportunities, or any similar damage, whether based in contract, tort (including negligence), equity, or any other theory of liability. You expressly waive any right to seek such damages.

11.2 Cap on Liability

To the fullest extent permitted by law, the maximum total liability of Company arising out of or relating to this Agreement or the services (for any and all claims, combined) shall not exceed the total amount you have paid to Company for the specific service or program that gave rise to the claim. If multiple services are involved, each service’s liability is capped at the fees for that service. This limitation applies regardless of whether the claim is brought in contract, tort, or any other theory.

11.3 Basis of the Bargain

You acknowledge that Company has set its prices and entered into this Agreement in reliance on the limitations of liability and the disclaimers of warranty set forth herein, and that these terms form an essential basis of the bargain between us.

11.4 No Liability for Outside Events

Company will not be responsible for failure to fulfill obligations due to causes beyond its control, such as acts of God, natural disasters, pandemic-related disruptions, war, terrorism, civil unrest, strikes, power or internet outages, or actions of third-party service providers (force majeure events). If such an event occurs that affects our ability to deliver, we will communicate with you and make reasonable arrangements (e.g., reschedule sessions), but no breach will be claimed by either party in such scenario.

11.5 Release of Claims

You hereby release and waive any and all claims against Company arising from your use of the services or any perceived failure by Company, except for claims arising from Company’s willful misconduct or gross negligence to the extent not waivable by law. If you are a California resident, you waive Section 1542 of the California Civil Code, which says a general release does not extend to claims unknown to the creditor (you) at the time of executing the release.

11.6 Specific Application to AI and Implementation

Without limiting the generality of the foregoing, Company disclaims any liability for damages or losses arising from your use of any AI-generated content or automated processes suggested by us. We will make a good-faith effort to ensure our advice and deliverables are high-quality, but you accept that implementing changes in your business carries inherent risks (e.g., technical issues, team reactions) and you will not hold us liable for any negative consequences thereof, except in cases of our intentional wrongdoing.

11.7 Consumer Laws

Some jurisdictions do not allow the exclusion or limitation of certain damages or implied warranties. If a court of competent jurisdiction determines that applicable law prohibits enforcement of any provision of this Section, that provision shall be deemed modified to reflect the parties’ intention to the maximum extent permitted by applicable law, and the rest of this Agreement remains in full force.

 

12. Indemnification

You agree to indemnify, defend, and hold harmless the Company and its affiliates, and their respective owners, officers, directors, employees, agents, and representatives (the “Released Parties”) from and against any and all claims, liabilities, damages, losses, or expenses (including reasonable attorneys’ fees and costs) arising out of or related to: (a) your use or misuse of the services or Content, (b) your breach of any provision of this Agreement, (c) any fraud or misrepresentation by you, or (d) your violation of any law or the rights of a third party.

In plain terms, if a third party (or you) sues us or holds us responsible for something that was caused by your actions, your violation of this Agreement, or your business operations (for example, if you misuse our content and it causes a dispute, or if you violate a law and someone blames our training – hypothetically), then you will cover our costs and losses. We will promptly notify you of any such claim and allow you to assume the defense (with counsel reasonably acceptable to us), provided that you shall not settle any claim in a manner that requires any admission of fault by the Company or imposes any obligations on the Company without our consent. The Company may, at its option, participate in the defense with its own counsel at its own expense.

 

13. Governing Law & Dispute Resolution

13.1 Governing Law

This Agreement and any dispute arising from it or the Services shall be governed by the laws of the State of Arizona, USA, without regard to its conflict of law principles. If you reside outside the U.S., you acknowledge that you are voluntarily accessing the services from the U.S. and that U.S. laws may differ from those of your country.

13.2 Good Faith Negotiation

In the event of a dispute, claim, or controversy arising out of or relating to this Agreement or the services, the parties agree to first attempt to resolve the issue amicably through good-faith negotiation. You agree to contact us at our support email and clearly describe the issue and the relief you seek. We agree to respond and attempt to resolve the matter. Both parties will negotiate in good faith, which means we will listen to each other’s concerns and try to find a fair solution.

13.3 Mediation/Arbitration

If we are unable to resolve the dispute through direct discussion within 30 days, we (the Company) may offer to engage in mediation with a neutral third-party mediator to facilitate a resolution. If mediation is not agreed upon or does not resolve the dispute, then, at Company’s election, the matter may be submitted to binding arbitration. If arbitration is elected, it shall be administered by a reputable arbitration service (for example, the American Arbitration Association for U.S. clients) in accordance with its rules for commercial disputes. The arbitration will take place in Arizona (unless another location is mutually agreed or required by law), and it will be conducted confidentially by a single arbitrator. Each party will bear its own attorneys’ fees and costs, and the costs of arbitration will be split as the arbitrator deems fair or as required by the forum rules (subject to shifting by the arbitrator in the award). The arbitrator’s decision will be final and may be entered as a judgment in any competent court.  Arbitration means you are waiving your right to a court trial in front of a judge or jury and that your ability to appeal is limited.

13.4 Injunctive Relief

Notwithstanding the above, the Company may seek immediate injunctive relief (a court order to stop certain actions) in any court of competent jurisdiction if you breach Sections 2 (IP rights) or 7 (Community/Conduct), or any other breach that may cause irreparable harm to the Company’s intellectual property or reputation, since monetary damages may not be sufficient in those cases.

13.5 Time Limits

To the extent permitted by law, any claim or cause of action by you arising out of or related to the services or this Agreement must be filed within one (1) year after such claim arose; otherwise, it is permanently barred. (This does not apply to the Company’s claims.)

13.6 Venue

Subject to the arbitration clause above, any legal action between us shall be filed in the state or federal courts of Pima County, Arizona (provided that if you are a consumer in the EU, you may have the right to proceed in your home jurisdiction). Both parties consent to the personal jurisdiction of such courts.

13.7 Attorney’s Fees

In any legal action or arbitration arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable attorneys’ fees and costs from the other party, in addition to any other relief granted.

 

14. Changes and Miscellaneous

14.1 Changes to Terms

The Company reserves the right to update or modify these Master Terms or any Service Addendum from time to time. If we make material changes, we will notify active clients by email or via our membership portal, and update the “Last Updated” date at the top. For ongoing services or memberships, the new terms will become effective 14 days after notice, unless you object in writing during that period. If you object, we will discuss and attempt to resolve; otherwise, continued use of the services after the effective date constitutes acceptance of the change. For one-off purchases or fixed-term programs, the terms in effect at the time of your purchase will govern for that program (unless you explicitly agree to new terms).

14.2 Entire Agreement

This Agreement (Master Terms together with any applicable Addendums and any signed order or proposal) constitutes the entire agreement between you and the Company with respect to its subject matter, and supersedes any prior or contemporaneous communications, whether written or oral. Each party acknowledges that it is entering into the Agreement without relying on any representation not explicitly stated herein. No oral or written statement or promise by any representative of either party shall be binding unless incorporated in this Agreement.

14.3 No Assignment

You may not assign or transfer your rights or obligations under this Agreement to anyone else without our prior written consent. (For example, if you purchase a coaching program, you cannot transfer your seat to another person unless we allow it.) The Company may assign this Agreement or delegate its obligations to an affiliate or successor in interest (such as a buyer of the company or a subcontractor) as part of a reorganization or sale of assets, provided the performance is not degraded.

14.4 No Waiver

If either party fails to enforce any provision of this Agreement, it shall not be deemed a waiver of the right to later enforce that or any other provision. To be effective, any waiver must be in writing and signed by the party waiving.

14.5 Severability

If any provision of this Agreement is held by a court or arbitrator of competent jurisdiction to be invalid, illegal, or unenforceable, that provision shall be severed or limited to the minimum extent necessary, and the remainder of the Agreement shall remain in full effect. The invalid provision shall, if possible, be modified or interpreted in a way that best accomplishes the intent of the original provision to the fullest extent permitted by law.

14.6 Relationship of Parties

The Company is an independent contractor providing services to you. Nothing in this Agreement shall be construed to create a partnership, joint venture, employment, or agency relationship between us. You are not authorized to make any commitments on our behalf, and vice versa.

14.7 Notices

Any official notices under this Agreement should be sent via email to the Company at [email protected] and to Client at the email provided at purchase (or such other email as designated in writing). Notices shall be deemed delivered 1 business day after sending if no bounce-back or error is received. Either party may update their notification email by written notice to the other.

14.8 Headings

The headings and section titles in this Agreement are for convenience only and shall not affect the interpretation of the terms.

14.9 Survival

Any provisions of this Agreement which by their nature should survive termination or expiration (such as intellectual property rights, confidentiality, disclaimers, liability limits, and dispute resolution) shall so survive.

 

                                

Addendum A: Streamline Success Program Terms

This Addendum outlines additional terms specific to “Streamline Success,” which is our operations consulting program designed to help entrepreneurs streamline and systemize their business operations. By purchasing the Streamline Success program (the “Program”), you agree to the Master Terms of Service as well as the terms in this Addendum A. In case of any conflict between the Master Terms and this Addendum, this Addendum controls for the Streamline Success program.

A1. Program Description

Streamline Success is offered as a comprehensive “done-with-you” (and optional “done-for-you”) consulting program that spans approximately 6-12 weeks (standard timeline). The Program helps overwhelmed business owners create one critical operational system to remove bottlenecks, reduce workload, and support growth. It is a hands-on, customized implementation program – not a pre-recorded course. The key phases and features of the Program include: a deep-dive strategy session, creation of a custom systems map and project plan, guided implementation with templates and training resources, weekly support calls, and ongoing optimization support during the Program. Clients may choose between two tiers: Done-With-You (DWY) where you implement guided by us, or Done-For-You (DFY) where our team handles more of the implementation for you (such as setting up tools and automations).

A2. Deliverables

By the end of Streamline Success, the Client will receive deliverables including, but not limited to:

• A documented current-state vs. ideal-state process map for the chosen operational area.
• A step-by-step project implementation plan (covering areas such as client onboarding, task/project management, or service delivery workflows).
• A set of customized or templated Standard Operating Procedures (SOPs) and checklists.
• Relevant automation scripts or integrations (especially for DFY clients).
• Training materials or videos for the Client’s team on the new systems.

The Program also includes live consulting/support sessions, which may be delivered as group calls, 1:1 sessions, or a combination, at the Company’s discretion based on program design and client needs. Session frequency and format will be confirmed during onboarding and may be adjusted during the Program to best support progress. Clients will also receive asynchronous support (e.g., email or messaging Monday–Friday) for questions and feedback throughout the Program.

For DFY Clients: In addition to the consulting, training, and support described above, our team will perform configuration of the specific tools and platforms identified and agreed upon in the Service Addendum (e.g., project management software, automation platforms). Configuration means setting up features, templates, and workflows within the agreed scope. It does not include full platform migration, unrelated system setup, or ongoing tool management unless expressly stated in writing.

A3. Client Responsibilities (Program-Specific)

In addition to the general responsibilities in Section 5 of the Master Terms, Streamline Success clients should be prepared to: attend the initial deep-dive strategy session (90 minutes) and actively engage (this is critical to identify your needs), provide timely access to your systems/tools for review (e.g., Asana, Notion, ClickUp as applicable) and to any necessary data about your processes, dedicate roughly 1 to 1.5 hours per week for providing feedback, attending weekly calls, or reviewing progress (DWY tier), and involve relevant team members when needed (especially if they will own the system after Program). If you opted for DWY, you are expected to carry out implementation steps between sessions as guided; if DFY, you may need to test and approve our implementations in your live environment.

A4. Payment for Program

The fee for Streamline Success will be communicated at the point of sale or via a custom proposal. As of the most recent offering, our standard pricing is $5,000 USD for the Done-With-You tier and $8,000–$10,000 USD for the Done-For-You tier (exact price depends on scope). Any installment plan must be agreed in writing. Payment is due as specified on your invoice or checkout. The Master Terms’ Payment Plan conditions (Section 3) apply. Non-payment of any installment as scheduled may result in a pause of services until brought current.

A5. Program Schedule & Delivery

Project timelines for Streamline Success will be agreed upon at the start of the engagement, taking into account both the Client’s responsiveness and the Company’s availability. We will work collaboratively to set realistic milestone dates for each phase, including the strategy session, delivery of the custom system map and project plan, implementation guidance, and (if applicable) DFY configuration work. Delivery will be made incrementally, with materials, templates, and training provided as each phase is completed and approved. Any significant changes in scope or scheduling will be addressed through mutual agreement, which may include a change order or additional fees.

A6. Refund Guarantee – “Love It or Leave It”

We are confident in the value of Streamline Success, so we offer a conditional 14-day satisfaction guarantee. Here is how it works: After you complete the onboarding process and attend your first strategy session, you have 14 days to assess if the Program is a good fit for your business. If within 14 days after your first strategy session you decide that the Program is not meeting your expectations, you may request to withdraw and receive a refund of your Program fee minus a minus a 3.5% card processing fee. This is essentially a “try it and decide” period. 

Conditions: To be eligible, you must have:

• Completed the onboarding questionnaire and any pre-work we asked.
• Fully attended the initial strategy Zoom session.
• Requested the refund in writing within 14 calendar days of that first session.

If you meet these conditions, we will honor the refund with no hard feelings. We may ask for your feedback, but it’s okay if you simply feel it’s not the right fit. Refunds will be processed within 5–10 business days of approval.

If you have a multi-payment plan, we will refund any amounts you’ve paid (less the 3.5% processing fee) and cancel future installments. If you fail to request within 14 days or did not attend the first session, this guarantee is void.

A7.“It Works or We Fix It” Guarantee (DFY clients)

For clients in the Done-For-You tier, we guarantee the quality of our implemented systems. If we build or configure a deliverable for you (e.g., an automation, a workflow in your tool) and it does not function as documented in the agreed project plan, you must provide written notice of the issue during the ongoing support period, which runs for up to six (6) weeks after final delivery of that deliverable. Upon timely notice, we will, at no additional charge, repair or reconfigure the affected deliverable so that it functions as described in the agreed project plan.

This guarantee of workmanship applies only to deliverables we have built or configured. It excludes issues caused by:

• Third-party platform outages, updates, or bugs,
• Modifications made by you or your team after delivery,
• Factors outside our reasonable control.

We may, at our discretion, offer guidance for excluded issues, but we are not obligated to resolve them. This is not a money-back guarantee; it is a commitment to remedy qualifying issues with our work so that it functions as documented.

A8. No Other Refunds

Aside from the 14-day initial guarantee above, no other refunds are offered for Streamline Success once the 14-day window has passed. If you continue beyond day 14, you are committing to the entire program and fee. Even if you choose not to utilize all calls or deliverables, you are not entitled to a refund because our team has reserved time and resources for you.

A9. Scheduling and Expiration

We expect you to schedule and start the Program within a reasonable time of purchase (usually within thirty (30) days). Once the Program begins (i.e., your strategy session is held), you should aim to complete it within the standard time frame by staying actively engaged.

If you need to pause for a personal emergency or other significant reason, you may propose an alternative schedule in writing. Approval of any changes is at our sole discretion and may be declined based on availability, resource constraints, or feasibility of completing the work.

If more than sixty (60) consecutive calendar days pass without meaningful progress — including, but not limited to, periods of lack of response as defined below — we may, at our discretion, deem the Program delivered in full, and any remaining calls, deliverables, or support will be forfeited.

For purposes of this clause, “meaningful progress” means you have provided all information, approvals, feedback, or actions we have requested that are necessary to advance the next step of your project. A non-substantive response such as “I’ll get back to you” or similar does not pause or reset the sixty (60)-day period.

For purposes of this clause, “lack of response” means you have not taken the actions needed to move the project forward after our written requests (via email or approved messaging platform). This includes: (i) not replying to two (2) consecutive written requests within five (5) business days, (ii) failing to schedule or attend agreed-upon calls, reviews, or approvals, and/or (iii) not providing required feedback, materials, or access within ten (10) business days of our request. For example, if we request login credentials or design approvals twice and receive no reply, or receive a reply that does not permit progress (e.g., “I’ll get back to you” with no specific date), it will be considered a lack of response.

The sixty (60)-day period will continue to run until we receive the required input to move forward, unless both parties agree in writing to place the project on hold and specify a revised timeline. This policy ensures momentum and allows us to allocate resources fairly

A10. Scope and Change Orders

The Streamline Success Program is scoped to address one primary operational system or area in your business (identified in the strategy session). We will stick to that focus to ensure a successful outcome. If during the Program you request additional significant work beyond the agreed scope (for example, adding a second major process to systemize, or extensive extra training for your team beyond what’s included), we may require a formal change order and additional fees. Minor tweaks or small additional tips are fine, but large scope expansions need re-scoping. We’ll always discuss with you and get mutual agreement before doing work outside the original scope.

A11. Intellectual Property in Deliverables

We reiterate that while you will receive customized materials (such as Standard Operating Procedures (SOPs), process maps, diagrams, and related documentation) created for your business, we retain all intellectual property rights in any baseline templates, frameworks, or methodologies used to produce them. We grant you a non-exclusive, non-transferable, perpetual license to use, edit, and reproduce these deliverables internally within your business.

You agree not to sell, sublicense, distribute, or otherwise make our templates, frameworks, or other proprietary materials available for commercial use outside your business (for example, by packaging and selling them to third parties).

Any unique data, processes, or proprietary information specific to your business that is documented during the engagement will remain your property. We may, however, reuse generalized knowledge, skills, or non-confidential insights gained from the engagement to enhance our methodologies, provided that we do not disclose your confidential business information.

A12. Collaboration and Access

You may be invited to collaborate via online tools (such as Google Drive, Notion, or project management platforms) where your deliverables will be created and stored during the Program. At the conclusion of the Program, we will provide you with access to or copies of all final deliverables. It is your responsibility to download, save, or transfer these materials to your own systems promptly upon receipt.

We will maintain access to your deliverables in our shared folders for a minimum of one hundred eighty (180) calendar days after the Program concludes. We will provide written notice at least thirty (30) days before removing these files. After removal, we will not be responsible for storing, retrieving, or replacing your files.

We may, at our sole discretion, extend the storage period or provide access through a client portal or other platform.

A13. Outcome Disclaimer

While Streamline Success is designed to achieve concrete improvements (such as time savings, reduced errors, etc.), we do not guarantee specific quantitative outcomes. The success metrics (like “hours saved per month” or “percentage increase in efficiency”) will vary from client to client. What we do guarantee is that you will receive the deliverables and support as described, and we will put our full effort into designing a system that, if implemented and consistently used, is intended to support benefits such as reclaiming time, enabling delegation, and creating smoother operations. It is your responsibility to implement and maintain the system to achieve results.

Past client results are provided for illustrative purposes only. We are not responsible for your failure to achieve similar results, whether due to your actions or inactions, market conditions, or other factors beyond our control.

A14. Reference

For further details on the Program content or promise, see the Streamline Success service description provided at purchase or on our website, which aligns with these terms (marketing language is not contractual, but we strive to meet or exceed all stated commitments).

By enrolling in Streamline Success, you are confirming that you have the authority to make decisions about your business’s operations and that you will be an active participant in this improvement process. We’re excited to work with you to streamline your success!

(End of Addendum A)

 

                                      

Addendum B: Systems Strategy Session Terms

This Addendum outlines terms specific to the one-time “Systems Strategy Call and Support” offering (referred to as the “Strategy Session” or “Strategy Call”). By purchasing a Strategy Session, you agree to both the Master Terms and this Addendum B. If any term here conflicts with the Master Terms, this Addendum governs for the Strategy Session service.

B1. Service Description

The Strategy Session is a focused 90-minute one-on-one consultation call (conducted via Zoom or similar) with our founder/consultant (e.g., Kristie). The purpose of the session is to address the client’s most pressing operational pain point.

Rather than reviewing the entire business, the session concentrates on one primary area of friction—such as onboarding, project management, delivery, or delegation—based on the client’s intake form. The goal is to uncover the root cause of the issue, clarify what it is costing the business, and provide an actionable plan to resolve it.

In addition to the live call, the client will receive:

• A recorded video of the call.
• Detailed notes or a summary action plan from the session.
• Ongoing support for up to two (2) weeks after the initial session via email or messaging, including clarifications or brief advice, plus Loom video demonstrations or voice notes from the consultant as needed. The duration and scope of this support may be extended at our sole discretion.

The 90 minutes may be used in one session or divided into one (1) 60-minute call and one (1) 30-minute follow-up call. The follow-up call should be scheduled within a mutually agreed timeframe after the first session.

The Strategy Session is designed to provide clarity, targeted solutions, and short-term support—a jumpstart to help streamline operations around the most critical issue.

B2. Payment & Booking

The Strategy Session is offered at a flat fee of three hundred U.S. dollars ($300 USD) unless otherwise promoted. Payment is due in full at the time of purchase (no payment plans are available for this service). Once payment is received, you will receive instructions to schedule your call via our online booking link, along with an onboarding questionnaire. Prices are subject to change for future sessions, but your price is locked in at the time of purchase.

B3. Onboarding Questionnaire

Before your call, you will be asked to complete a brief questionnaire about your business and current challenges. This ensures the session is focused on your most pressing issues. You agree to submit the completed questionnaire at least twenty-four (24) hours prior to your first scheduled call so we can prepare adequately.

B4. Scheduling & Rescheduling

You must schedule your Strategy Session within fourteen (14) days of purchase. If not scheduled within that time, the offer expires and no refund will be given, so please book promptly. If a circumstance arises that prevents you from booking within this timeframe, you must notify us in writing at our [email protected] before the fourteen (14)-day period ends. We may, at our sole discretion, grant an extension based on the circumstances.

If you need to reschedule after booking, you may do so through the booking system or by contacting us at least twenty-four (24) hours in advance of your appointment. You are allowed up to two (2) reschedules without penalty, provided you give at least twenty-four (24) hours’ notice before the scheduled call time. Any reschedule request with less than twenty-four (24) hours’ notice, or any reschedule beyond the second, may result in forfeiture of the session. If you miss the call or fail to attend without notice (“no-show”), the session fee is forfeited. If you are late, the call may still end at the originally scheduled time due to other bookings.

B5. Money Back Guarantee

We offer a satisfaction guarantee for the Strategy Session: if you are not satisfied with the value you receive immediately after the call, and you genuinely feel that the session did not provide you with any useful insights or guidance, you may request a full refund of the $300. We stand by the quality of this intensive session, so we’re willing to refund if it truly did not meet expectations. Conditions: To claim this refund, you must notify us within 7 days of the session that you were not satisfied. We may ask for brief feedback on what fell short (so we can learn and improve), but your refund is not contingent on your feedback being “approved” — we take you at your word. The only exceptions to this guarantee are if: (a) you did not show up or complete the full session (in which case there’s no basis to judge the service), or (b) you are seeking a refund for reasons unrelated to the service quality (for example, if you had a personal financial issue after purchase — in such cases, we consider those outside the satisfaction guarantee). When properly requested, a refund will be processed back to your card within 10 business days. After 7 days post-call without a refund request, the sale is considered final.

Please note, this guarantee is meant to remove risk and encourage you to invest in yourself. We obviously hope you won’t need to use it, and we’re confident you’ll get great value.

B6. Optional Resource Access

We may, at our discretion, provide you with access to certain materials such as templates, SOP examples, or tools to support your business. Any such materials are subject to the intellectual property provisions in Section 2: you are granted a license to use them internally within your business only, and you may not share, resell, or distribute them outside your organization.

If we provide access to an online resource (such as a template library), we make no guarantee that it will remain available indefinitely. Access will be maintained for at least ninety (90) days from the date of provision, and may be extended at our sole discretion. Updates or new materials, if any, may be provided at our discretion and are not guaranteed as part of this Agreement.

B7. Post-Call Support Window

After your strategy call, you have two (2) weeks of support via email or a messaging platform (we will specify which, e.g., email or Slack). This support is meant for clarifying or implementing the call’s recommendations. For example, if after the call you start to implement a suggested system and hit a snag, you can message us and we’ll guide you through it or send a quick Loom video with instructions. The support is asynchronous, meaning no scheduled calls (unless we determine a quick 15-minute follow-up call is needed, at our discretion). We aim to respond within 1–2 business days during this period, during normal business hours (M–F). Support is limited to reasonable questions related to what we covered or logical extensions thereof; it is not consulting on entirely new topics or unlimited coaching. Use this time to get the most out of the session insights. After two (2) weeks, the support window closes – at that point, you can still use the templates and notes, but responses to new questions will require booking another session or a consulting package.

B8. No Ongoing Obligation

Purchasing a Strategy Session does not obligate you to any further services. It’s a standalone product. Likewise, we do not have any ongoing obligation beyond the two (2) week support window. (Of course, we’d love to help you further if you want to upgrade to a larger program, but that’s entirely your choice.)

B9. Client Implementation & Responsibility

Because this is a short advisory service, the responsibility to implement and follow through on the action plan lies entirely with you. We do not provide hands-on implementation as part of this service, but we may offer guidance and templates or resources to support you. You acknowledge that any results from this session depend on your actions after the call, and we make no guarantee of specific outcomes. We will deliver expert advice, but cannot be held responsible if you choose not to implement it or if external factors affect your results.

B10. Limitations

The Strategy Session is focused on one primary issue or area, as determined by the client’s intake form. If multiple issues are listed, we will prioritize the one with the highest potential impact. Additional concerns may be noted but will not be fully addressed within the 90-minute timeframe. Clients may purchase additional sessions if they wish to address separate challenges in depth.

B11. Not a Guarantee of Success

While we certainly expect you’ll leave with clarity and actionable steps (and our clients often achieve immediate breakthroughs, such as saving a couple hours a day by implementing tips), we do not guarantee any specific result from one session (see Disclaimers in Master Terms). Think of it as a powerful coaching/consulting session that can set you on the right path.

B12. Conversion to Streamline Success Credit

If you decide to upgrade to our full Streamline Success program within 30 days of your Strategy Session, we will credit the amount you paid toward the larger program fee (effectively making the strategy call free). This is a courtesy to encourage continued work together if you found the session valuable. This credit is only one-time and only applies to the Streamline Success program offered by us. To use this credit, mention it to us when discussing the upgrade.

B13. Confidentiality

Our call is confidential. We may record it for your replay and our internal reference, but we won’t share your recording or specifics publicly without permission. If we ask to use a snippet or a general point as a testimonial or content, we’ll ask you first.

B14. Technical Requirements

You are responsible for having a stable internet connection for the video call and a quiet environment. If there are tech issues (like Zoom failing), we will reschedule at no penalty to you. If the issue is on your side (power outage, etc.), we’ll make a good-faith effort to reschedule promptly.

By purchasing the Strategy Session, you confirm you understand these terms and are ready to dive in for an intensive, results-focused consultation. We look forward to equipping you with clarity and systems strategy!

(End of Addendum B)

 

                                            

Addendum C – Systematic Mind Community

This Addendum C outlines the terms for the Systematic Mind Community, a recurring membership and community subscription service offered by the Company. These terms apply only to individuals currently enrolled in the Membership. If you are not enrolled, this Addendum does not apply to you.

C1. Membership Description

The Company offers a recurring membership program called the Systematic Mind Community (“Membership”), which provides ongoing training, group coaching, community access, a content library, and other resources. Membership includes access to an exclusive online community of peers, periodic live calls or webinars, regular content releases such as templates, tutorials, and trainings, group access to the Company’s expertise, and a private forum or platform for interaction and support. The Membership is intended to provide continuous support and training beyond our fixed-term programs. Features may change over time to improve the member experience, but all changes will be communicated to members in advance when feasible.

C2. Recurring Billing

By subscribing to the Membership, you agree to pay the recurring fee at the interval stated at the time of purchase, such as monthly or annually. Your payment method will be charged automatically each billing cycle until you cancel. Prices are locked in for the duration of your current subscription term. The Company reserves the right to change the Membership fee for future terms. If we make a change, we will provide at least thirty (30) days’ notice via email. If you do not agree to the new terms or pricing, you may cancel before the next billing date. Continuing your subscription after receiving notice of a change constitutes acceptance of the updated terms.

C3. Cancellation Policy

You may cancel your Membership at any time by providing at least five (5) business days’ notice before your next billing date, either by contacting us at [email protected] or through any self-cancellation feature we provide. For monthly plans, access will continue until the end of the paid month, and no prorated refunds will be issued for unused days. For annual plans, access will continue until the end of the paid year, and no refunds will be issued for unused months. If a promotional money-back guarantee is offered at the time of purchase, such as “cancel within 30 days for a full refund,” that guarantee will be honored according to the specific terms stated in that promotion. Unless such a guarantee is offered, all membership fees are non-refundable once billed.

C4. Membership Conduct

All Community Guidelines contained in Section 7 of the Master Terms apply to the Membership. Additional platform-specific rules may be provided and must be followed. Failure to comply with the guidelines or rules can result in moderation actions, suspension, or removal from the Membership without refund.

C5. Membership Content and Intellectual Property

All materials provided through the Membership, including trainings, templates, recordings, written guides, and other resources, are proprietary to the Company and protected by intellectual property laws. These materials are licensed to you for individual use only while you are an active member in good standing. You may not share, distribute, resell, or publicly display Membership content without our prior written permission. Certain content may only be accessible online and may not be available for download. Once your Membership ends, all access to member-only content and communities will terminate.

C6. No Sharing of Login

Membership access is provided to a single individual unless you purchase a team or corporate plan. You may not share your login credentials or allow non-members to access the Membership materials or community through your account. If account sharing is detected, the Company may terminate your Membership immediately without refund.

C7. Pausing Membership

The Membership does not currently offer a pause or hold option. If you cancel and later choose to rejoin, you will be subject to the then-current rate and terms, and any previously held rate or benefits will not be reinstated.

C8. Member Satisfaction

We strive to provide exceptional value and encourage feedback from members. While refunds are not generally provided after the first month of Membership, the Company will review all concerns in good faith and may, at its discretion, offer remedies such as additional resources or extended access.

C9. Termination by Company

The Company may terminate your Membership without refund if you fail to pay fees when due, violate the Community Guidelines, or engage in conduct that is harmful to the community or the Company. If the Company discontinues the Membership entirely, we will immediately stop billing and may, depending on the circumstances, issue a prorated refund for any prepaid but unused time.

C10. Beta Features

Some features within the Membership may be offered as beta releases and may contain technical issues. Members use beta features at their own discretion and are encouraged to provide feedback to help improve them.

C11. Additional Terms

Any specific benefits, bonuses, or features listed on the Membership sales page at the time of your purchase are incorporated into these terms and will be honored for the duration of your Membership term. While many members experience increased clarity, productivity, and results from participation, the Company does not guarantee any specific outcome, earnings, or business results. Your success depends on your own efforts, actions, and implementation of the strategies and resources provided. 

(End of Addendum C)