The Business Planner.← Back to site

Effective Date: 2026

Policies

At The Business Planner, all engagements are structured, intentional, and limited. These policies exist to ensure alignment, protect both parties, and maintain the quality of work.

01

Engagement Terms

All services are offered by application only.

Submitting an application does not guarantee acceptance. Engagements are approved based on fit, readiness, and capacity.

Once accepted, you will receive a clear scope of work, timeline, and pricing before any work begins.

02

Payments

All engagements require upfront payment unless otherwise agreed in writing.

For larger engagements, payment plans may be available. These will be defined before the project begins.

Due to the strategic nature of the work, all payments are non-refundable.

03

Scope of Work

Each engagement is clearly defined at the start.

Any work outside of the agreed scope will require a separate agreement or adjustment.

This ensures focus, efficiency, and proper execution.

04

Client Responsibility

Results depend on execution.

You are responsible for implementing the strategy, decisions, and direction provided.

Timely communication and participation are required to maintain progress.

05

Communication

All communication will take place through agreed channels.

Response times and availability will be outlined at the start of the engagement.

Clarity and directness are prioritized in all interactions.

06

Confidentiality

All client information, business ideas, and materials are treated as confidential.

Nothing will be shared or disclosed without explicit permission.

07

No Guarantees

The Business Planner provides business structuring, strategy, and direction.

Outcomes depend on multiple factors outside of control, including execution, market conditions, and timing.

No specific financial or business results are guaranteed.

08

Termination

Either party may terminate the engagement if alignment is no longer present.

Due to the nature of the work, completed work and payments made are non-refundable.

09

Intellectual Property

All materials, frameworks, and systems provided remain the intellectual property of The Business Planner until full payment is received.

Upon full payment, you are granted the right to use them within your business.

They may not be resold, shared, or distributed without permission.

10

Updates

These policies may be updated at any time.

Continued engagement implies acceptance of the current version.