Updated 20 January 2025
Marketing Consultation Disclosure
Thank you for choosing our services! This disclosure form outlines the terms and expectations for your marketing and business strategy consultation. Please read carefully to acknowledge your agreement. By proceeding to schedule your appointment, this constitutes full acknowledgment of the terms below.
1. Purpose of the Consultation
This forty-five (45) minute marketing consultation is designed to evaluate your business needs and identify the best strategies to help you achieve your goals. During this session, we will discuss your business ideas, challenges, and objectives, and provide actionable insights tailored to your unique circumstances.
2. Consultation Fee
The fee for this consultation is a one-time $75 payment, payable by credit/debit card at the time of booking.
Payment must be made in full in order to book the appointment.
Refund Policy: Please note that this fee is non-refundable under any circumstances, provided the consultant is present at the designated time, with a 15 minute grace period.
3. Confidentiality
All information shared during the consultation will remain strictly confidential. Any details discussed will be used solely for the purpose of providing recommendations and strategies for your business. We will not disclose, share, or use your information for any other purpose without your express written consent.
4. Client Responsibilities
To maximize the value of your session:
Please come prepared with any relevant information about your business or idea (e.g., goals, challenges, existing marketing efforts, etc.).
Be ready to ask questions and discuss your objectives openly.
5. Consultant Responsibilities
We commit to providing professional and thoughtful recommendations tailored to your business.
While we strive to offer strategies that yield positive results, please note that implementation and outcomes are solely your responsibility. However, should you wish to partner with our firm we will do a significant amount of work to assist you in reaching your goals.
The consultant will make every attempt to start the session at the designated time. However, the nature of consultations does not always lend itself to an exact time slot. If the consultant is running over time from a prior session, you will be granted the opportunity to reschedule at another time period with no additional charge to you.
6. Scheduling and Rescheduling
You agree to be present on Zoom at your designated appointment time and will be prepared to discuss your business. It is best to use a laptop/desktop computer for an optimal experience. Please plan accordingly to eliminate distractions during this time in order to maximize our time together.
You are allowed up to one additional member to be present during the session at no additional charge.
If you need to reschedule, you must notify us at least 24 hours in advance. Failure to do so may result in forfeiture of the session.
We will make every reasonable attempt to reschedule with you as long as you meet the 24 hour time limit.
Acknowledgment and Agreement
By selecting a calendar appointment, you acknowledge that you have read and understood this disclosure form. Clicking an appointment slot is the same as providing an electronic signature. You agree to the terms outlined above, including the one-time $75 fee, the no-refund policy, and the confidentiality agreement.
Thank you for trusting us to assist you with your marketing needs. We look forward to helping you level up your business!