Refund & Cancellation Policy

Last updated: August 31, 2026

AI Assessment ($997, one-time)

If you haven't yet had your assessment call, you're eligible for a full refund. Just reach out and let us know. Once the call has taken place and your report has been delivered, the assessment is considered complete and is non-refundable, since the work has been done.

Quick Wins Package ($500, one-time)

Refundable in full before we've started setting up your tools. Once implementation work has begun, the package is non-refundable, since at that point we're already doing the hands-on work the fee covers.

AI Concierge ($99 intake fee + $1,250/month)

The $99 intake fee is fully creditable toward your first month if you move forward with Concierge. If you decide not to continue after your intake call, just ask and we'll refund it. There's no fixed deadline; we'll work it out with you directly.

Once you're an active Concierge client, you can cancel anytime. Cancelling stops future billing, but the current month you've already paid for is non-refundable, since it covers the calls and support you have access to for that period.

Full Implementation ($2,500+, custom-quoted)

Since every Full Implementation project is scoped and quoted individually based on your specific needs, refund terms for these projects are set out in your individual project agreement rather than this general policy.

Questions?

If anything about a refund or cancellation isn't covered here, use the contact form — we'll work with you to figure out something fair.