STRATEGY SESSION

Terms & Conditions

 

PLEASE READ THE STREAMLINED COMPANY STRATEGY SESSION TERMS & CONDITIONS ("AGREEMENT') CAREFULLY. WHEN YOU ACCEPT THESE TERMS THROUGH THE STREAMLINED COMPANY'S SCHEDULING PAGE, PAY THE INVOICE IN FULL IN EXCHANGE FOR A STRATEGY SESSION, OR OTHERWISE BOOK  A STRATEGY SESSION, YOU AGREE TO THESE TERMS. IF YOU DO NOT AGREE TO THESE TERMS, YOU MAY NOT BOOK A STRATEGY SESSION.

BACKGROUND & PURPOSE

Contractor is in the business of providing systems specialist services and Client desires to retain Contractor to provide such services according to the following legally binding terms and conditions.

This Agreement is between The Streamlined Company ("Contractor") and you ("Client") (collectively known as the "Parties").

1.0 SERVICES TO BE PROVIDED

We will provide you with the following services under our Strategy Session ("Session"):

Onboarding Questionnaire to collect information prior to session.

- 90 (ninety) minutes on Zoom (recorded) 

- Workflow Maps or up to 3 (three) of your services

- Content List of every asset within the workflow maps

 

The services outlined above serve as a general outline for the Session, and are subject to change. We will provide you with a finalised outline based on your specific business needs, at least 1 (one) week prior to the Session. The finalised outline shall be deemed fully incorporated into this Agreement by reference.

2.0 PREPARATION & ASSETS

 

Onboarding Questionnaire: An Onboarding Questionnaire will be provided to the client at least 2 (two) weeks before the strategy session. The Client is required to review and complete this form at least 3 (three) business days before the Session. Failure to complete the form by the deadline will result in a rescheduled Session which will be subject to the Contractor's availability and the client will be subject to a £100 (one-hundred pounds) rescheduling fee. In this case, the session will only be rescheduled once due to an incomplete form and any occurance after the 1st are grounds for project termination without a refund. You agree to provide us with any additional information we request in connection to our services throughout the term of this Agreement. You agree to respond to all requests in a timely and professional manner.


Workflow Maps: Workflow maps will be prepared in Milanote during the session. These will outline your client journey for up to 3 (three) of your services and will detail the actions and triggers for each step of your client process, written in the appropriate lingo.

Content List: Along with the detailed workflows, a content list will be prepared that outlines every piece of content within your workflows. This will be prepared in a Google Doc and will be delivered at the same time as the workflow document.

Zoom Recording: A recording will be made during the strategy session and will be delivered to you at the same time as the workflow maps.

3.0 PROJECT TERM

 

This Agreement shall take effect on the date you first accept these terms through the Strategy Session scheduling page, pay us a fee in exchange for a strategy session, or otherwise book a strategy session, whichever occurs soonest ("Effective Date"). The initial term for the strategy session shall start on the date you accept this Agreement by submitting your booking for your strategy session ("Session Agreement Start Date") and shall continue until the end time of your scheduled session ("Term") or 14 (fourteen) days after written notice of Termination from either Party. 

4.0 FEES & PAYMENTS

Client shall pay Contractor the fees in UK Pound Sterling as set forth below.

 

Client shall pay Contractor £250 (two-hundred and fifty pounds) prior to the completion of the Services delineated in Exhibit A. If additional project needs exist beyond this contract, Client will be billed for all additional work to be incurred outside of this contract, which will be itemised in an invoice.


Contractor shall invoice Client for all services rendered. All invoices are due upon receipt. Payment must be received within 7 (seven) days of invoice to hold start date.

Payments are as follows: Payment in full in the amount of £250 (two-hundred and fifty pounds)

Non-Refundable Deposit: You understand and agree that all payments are deemed earned and non-refundable at the time in which they are paid. The purchase may be transferred to another date with 7 (seven) days prior written notice. The Client's deposit is only valid for 30 (thirty) days, and must be used within that timeframe. In the event that the Session fails to occur within 30 (thirty) days, or the Client fails to request a new date at least 7 (seven) days prior to their booked appointment, the deposit will be forfeited, and the Session will be terminated. If the Client wishes to reschedule beyond 30 (thirty) days, the original deposit may, at the Service Providers discretion, be applied to a new booking at the current Session rate, which may or may not be higher than the original booking rate.

Refunds: Refunds are not provided due to the nature of the services provided.

Expenses: You further agree and understand that you are responsible for any expenses that may be incurred as it relates to your implementation of recommended strategies; including but not limited to: equipment, software, and third-party services.

5.0 AVAILABILITY & RESCHEDULING

We respect your time and commitment, and thus expect you to respect our time and commitment throughout the course of the relationship. You are expected to be available on the days and times in which you have indicated your availability. Including the date and time of your Session, as well as any required appointments for post Session deliverables, as outlined in Paragraph 1.
 

In the event that you need to reschedule your Session or any subsequent appointments, we require at least 24 (twenty-four) hours' notice, along with your next date(s) of availability. If you fail to meet this notice requirement, we reserve the right to cancel the Session and your deposit will be forfeited. Rescheduling may be done through the link in your Session confirmation email and must be scheduled within 30 (thirty) days of original purchase.

 

In the event that we need to reschedule your Session or any subsequent appointments, we will notify you in writing at least 24 (twenty-four) hours' in advance along with our next date(s) of availability. We will do our best to work with you in solidifying a date and time that works best for everyone.
 
You acknowledge that rescheduling your Session does not change the date in which payments for services are due, as outlined in paragraph 4. You further acknowledge that should you decide to cancel our services, that you must do so in accordance with this paragraph 6 and that doing so does not remove or negate your obligation to pay us for our services as outlined in paragraph 4 above.

You can only reschedule your Session once.


Non-Responsive: I have the right to cancel your project if you are non-responsive for more than 14 (fourteen) consecutive days.

6.0 TERMINATION OF AGREEMENT


Either party may terminate this Agreement at any time by written notice to the other party. The following actions may automatically terminate this agreement without written notice:
 
●  An uncured party breach
● Client's failure to make timely payment
● Client missed more than 1 (one) scheduled session without providing proper notice
 
Electronic mail is permissible, but will only be considered sufficient notice if the non-sending party affirmatively confirms receipt.
 
Written notice must be provided to the following addresses:

Address: Laura Fellows, The Streamlined Company, 52 Totnes Drive, Cramlington, Northumberland, NE23 1PN, UK

Email: hello@thestreamlinedcompany.co.uk

 

You agree and understand that a termination of this Agreement does not remove or negate your obligation to pay us for our services as outlined in paragraph 4 above. 

 

In the event of a termination, you will immediately lose access to our platforms and materials and we shall return any and all permissions, logins, and confidential information you provided us during the term and scope of this Agreement.  

7.0 COMMUNICATION
 

Office Hours: My office hours are Monday – Friday 9am – 3pm GMT. My office is closed on Saturdays and Sundays and UK Bank Holidays.

 

Response Time: The Contractor and it's team members will respond within 24-48 (twenty-four to forty-eight) hours of client needs and concerns Monday-Friday only when received via email. Delays in response times from the client when the contractor is awaiting details will cause delays in the timeliness of service fulfilment and may result in delays. 

 

Methods of Communication: Communication with the Client will only be handled via Zoom or email. PLEASE NOTE: Facebook Messenger, Instagram DM, and text messaging is not to be used as a form of communication when doing business with The Streamlined Company.


Client Calls & Meetings Policy: During the scheduled time of the call I will wait for your arrival for 10 (ten) minutes. After the Contractor has waited 10 (ten) minutes, the call will be documented as a no show and will be cancelled and your deposit will be forfeited. 

8.0 DISCLAIMER & WARRANTIES
 

Contractor operates to the best of its ability and judgment, and cannot guarantee that its services will guarantee any specific results or revenue.

 

Contractor warrants that all services performed and provided under this Agreement will be of a professional quality, will be performed and provided by fully trained, suitably qualified, capable and competent personnel, will conform to generally accepted professional practices in Contractor’s field and will be performed in a workmanlike and ethical manner. Contractor will comply with all applicable federal, state and local laws, rules and regulations when performing the services and providing any deliverables

NO OTHER WARRANTIES. EXCEPT AS SPECIFICALLY SET FORTH IN THIS AGREEMENT, THERE ARE NO WARRANTIES OF ANY KIND, WHETHER EXPRESSED OR IMPLIED, WITH RESPECT TO THE SERVICES OR THE DELIVERABLES, INCLUDING WITHOUT LIMITATION ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

9.0 RESIDUAL RIGHTS OF PERSONNEL
 
Notwithstanding anything to the contrary herein, Contractor and its personnel will be free to use and employ its and their general skills, know-how and expertise, and to use, disclose, and employ any generalised ideas, concepts, know-how, methods, techniques or skills that may be gained or learned during in connection with the performance of the services, so long as it or they acquire and apply such information without disclosure of any Confidential Information of Client.

10.0 INTELLECTUAL PROPERTY

Client acknowledges and agrees that all content presented within the scope of this Agreement are protected by copyrights, trademarks, service marks, patents, technology, trade secrets, or other proprietary rights and laws, and is the sole property of the Contractor and/or its Affiliates. Client is only permitted to use the content as expressly authorised by the Contractor. Except for a single copy made for personal use only, Client may not copy, reproduce, modify, republish, upload, post, transmit, or distribute any documents or information in any form or by any means without prior written permission from the Contractor. Any unauthorised use of the materials provided during the course of this Agreement may violate copyright, trademark and other applicable laws and could result in criminal or civil penalties.

Both parties acknowledge and understand that all rights in and to all writings, inventions, improvements, processes, procedures, techniques, information and other materials that may be furnished to Contractor by Client during the course of performing the services are and shall remain the sole and confidential property of Client.

11.0 CONFIDENTIALITY

The Parties agree to keep confidential any and all proprietary information relating to the other party’s business, and any other information not generally made available to the public (collectively, “Confidential Information”). The term Confidential Information includes the terms of this Agreement. The Parties shall use all commercially practicable efforts to safeguard the secrecy and confidentiality of each other’s Confidential Information, and shall not disclose any of the Confidential Information to any third party (other than as required to fulfil its contractual obligations or with the written consent of the other party), during the Term and thereafter. Both Parties promise and agree to exercise best efforts to safeguard all passwords and other login information from third-parties and the general public.  

12.0 INDEMNIFICATION

Each party agrees to indemnify, defend, and hold the other party harmless from all foreseeable claims, losses, expenses, fees (including reasonable attorneys’ fees) costs, and judgements, that may be asserted against the other party that results from its breach of this Agreement, its negligence, or its willful misconduct.

13.0 LIMITATION OF LIABILITY

Neither party will be liable for breach of contract damages that are remote or speculative, or that the breaching party could not reasonably have foreseen when entering into this Agreement.

14.0 MISCELLANEOUS PROVISIONS

Governing Law and Dispute Resolution: This Agreement shall be construed under and in accordance with laws of the ENGLAND, UNITED KINGDOM. Any controversy or claim arising out of or relating to this Agreement, and any other disputes between the parties, shall be resolved in the courts in the County of Newcastle upon Tyne, UK.

 

Representations and Warranties: Each party represents and warrants to the other party that it has the right to enter into this Agreement and fulfil its obligations without violating any other agreement entered into with any third-party. Each party further represents and warrants to the other party that to the best of its knowledge, any and all materials or information of any kind that it provides: (i) does not infringe upon any third-party rights of any kind, including without limitation, any intellectual property rights, unfair competition, or publicity or privacy rights; and (ii) is true and accurate in all respects.
 

Assignments: The benefits and obligations of each of the parties under this Agreement may not be assigned without the written consent of the other party.
 

Schedules and Exhibits: All Schedules and Exhibits to this Agreement, if any, are incorporated by reference into, and made a part of, this Agreement.

Severability: In case any one or more of the provisions contained in this Agreement, for any reason, is held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provisions of this Agreement, and shall be construed as if such invalid, illegal, or unenforceable provision had never been contained in this Agreement

Modifications and Amendments: No modification or amendment of this Agreement or waiver of any provision of this Agreement will be valid unless in writing and signed by both Parties.

Force Majeure: Neither Party will be liable to the other, or will be considered to be in breach of this Agreement, on account of any delay or failure to perform as a result of any acts of God, acts of any political entity, natural disasters, pandemics and epidemics, or any other causes or conditions that are beyond such party’s reasonable control. Should any such event occur, the affected party will give prompt written notice to the other party and will use commercially reasonable efforts to minimize the impact of the event.

Notice: Any notice required to be given under this Agreement must be in writing and delivered to the other designated party by email or by mail to the party’s above stated address by certified, registered or Express mail, or by Federal Express.

Independent Contractor Status: The relationship between the Parties under this Agreement is that of independent contractors. No joint venture, franchise, partnership, employment agreement, or agency is created under this Agreement.
 

Entire Agreement: This Agreement constitutes the entire agreement between the Parties and supersedes any prior understanding or representation of any kind preceding the date of this Agreement. There are no other promises, conditions, understandings or other agreements, whether oral or written, relating to the subject matter of this Agreement.