Client Service Agreement

Program: The Divergent Strategic Intensive™

1. Purpose of Agreement

Client engages Consultant to provide business consulting services through the Divergent Strategic Intensive™,  a done-with-you strategic audit of Client’s business across seven strategic objectives, delivered as a Strategic Map™ built in Client’s project management tool.

Consultant provides strategy, planning, and guidance. Client makes all final business decisions and is responsible for carrying out the plan. Consultant does not provide legal, tax, accounting, or investment advice, and the Services are not a substitute for those professionals.

Consultant agrees to provide services as detailed in Section 2, according to the terms of this Agreement.

In plain terms: I’m your thinking partner. I see the whole board with you and help you build a plan your business can actually run on.

2. Consulting Package Details (Scope of Work)

The Divergent Strategy Intensive™ includes:

  • An onboarding suite sent before Day 1, including a foundation guide workbook, a companion video, a questionnaire, a pre-call workbook, and a capacity prompt sent between sessions;

  • Four 90-minute virtual strategy sessions by Zoom over approximately [four to five] weeks, covering seven strategic objectives, plus an annual and quarterly plan.

  • A Voxer check-in from Consultant two days after each session;

  • A Strategic Map™ built inside Trello with a CSV file to upload into your personal PM tool

  • A delivery walkthrough of the Strategic Map with a recorded video tour

  • The Divergent Data Tracker template with an instructional video

  • 30 days of Voxer support, beginning after the delivery walkthrough;

  • One follow-up review session at day 30; and copies of all session recordings.

Not included: Writing SOPs, implementation, content creation, technical setup, or support beyond the stated Voxer period and follow-up review. Any future services are available only by separate written agreement.

3. Client Responsibilities

Client agrees to:

  • Complete all pre-work, homework, and forms thoroughly, honestly, and on time.

  • Attend scheduled sessions and respond to Consultant's requests within a reasonable time.

  • Give Consultant accurate and complete information

  • Track the data Consultant asks for between sessions and bring it to the follow-up review.

Consultant's delivery dates depend on Client meeting these responsibilities. Late pre-work or missing access may delay the sessions and delivery dates.

4. Scheduling and Communication

Client must give at least 48 hours’ notice to reschedule a session. A session missed without that notice is forfeited unless Consultant agrees otherwise in writing. Consultant may reschedule because of illness or emergency and will offer a new time as soon as reasonably possible.

Client agrees to complete all four sessions within (5) five weeks of Day 1. If Client pauses the engagement for longer than that, Consultant may close it, and no refund is due for unused sessions.

Consultant responds to Voxer messages within one business day, excluding Friday afternoons. Voxer is for strategic questions and pivots related to the Strategic Map, not emergencies or work outside the scope above.

5. Payment

The fee for The Divergent Strategy Intensive™ is $7,500 USD if paid in full,

OR $3,997 USD × 2 payments ($7,994 USD total) under the payment plan (the “Fee”).

Payments are processed through Stripe or PayPal.

Payment Option: Amount When Due

Pay in Full $7,500 At Signing

2-Payment Plan $3,997 × 2 ($7,994 total) First payment at signing; second payment within 5 days before the first session.

Payment before Day 1. Full payment, meaning the whole Fee or both installments, must be received before Day 1 and before Consultant delivers the onboarding suite.

If it has not been received, Day 1 will be postponed until it is.

Failed or late payments. If a payment fails or is late, Consultant may hold or reschedule the Services until payment is received. Overdue amounts accrue a late charge at the lesser of 1.5% per month or the maximum rate allowed by law, and Client is responsible for reasonable collection costs, including attorney’s fees, to the extent permitted by law.

In plain terms: Every payment is in before we begin, so we can both give this our full attention.

6. Refunds and Cancellation

6.1 Before services begin. If Client cancels in writing before receiving any pre-work materials and before attending the first session, Consultant will refund all amounts paid, less an administrative fee of 8%.

6.2 After services begin. Once Client receives pre-work materials or attends the first session, all payments are non-refundable, except as stated in Section 7.

6.3 Chargebacks. Client agrees to contact Consultant to resolve any payment concern before starting a chargeback or payment dispute.

In plain terms: If you change your mind before we start, I’ll make it simple. Once I’ve begun preparing and reserving time for you, the fee holds.

7. Delivery Commitment; No Guarantee of Results

7.1 Delivery commitment. Consultant will deliver each item listed in Section 2. If Consultant does not deliver an item by its stated date (or, if none is stated, within a reasonable time), Client must notify Consultant in writing within 3 days.

Consultant will then deliver the item within 5 business days. If Consultant does not, Client is entitled to a refund of the portion of the Fee attributable to the undelivered item. This refund is Client’s sole remedy for non-delivery.

7.2 No guarantee of results. Client’s results depend on Client’s decisions, effort, and follow-through. Consultant does not promise or guarantee any specific outcome, including revenue, profit, growth, or other business results.

In plain terms: I will show up and deliver everything I’ve promised. I can’t promise your results, because you’re the one running your business. What I can promise is that you’ll have real strategy to work with.

8. Confidentiality

8.1 What is confidential. “Confidential Information” means non-public information one party shares with the other in connection with this Agreement. For Client, this includes financial information, pricing, client and team information, business strategy, and unreleased ideas or offers. For Consultant, this includes frameworks, templates, methodologies, processes, pre-work materials, session content, and recordings.

8.2 Exceptions. Confidential Information does not include information that is or becomes public through no fault of the receiving party, was already known to the receiving party, was independently developed, or was lawfully received from a third party.

8.3 Obligations. Each party will use the other’s Confidential Information only for this engagement, protect it with reasonable care, and share it only with team members or professional advisors who need it and are bound to keep it confidential. A party may disclose Confidential Information if required by law, after giving the other party notice where legally permitted.

8.4 Duration. These obligations last during the engagement and for three years afterward. For Consultant’s frameworks and any trade secrets, they last as long as the information qualifies as a trade secret under applicable law.

8.5 Names and results. Consultant will not identify Client as a client or share Client’s results publicly without Client’s written approval.

In plain terms: What you share with me stays with me, and what I build stays protected too. I’ll never share your story or results without your yes in writing.

9. Frameworks, Deliverables, and Recordings

9.1 Consultant’s materials. Consultant owns all frameworks, templates, methodologies, and teaching materials used in the Services. Client receives a non-exclusive, non-transferable license to use the deliverables in Client’s own business. Client may not resell, share, or teach them to others.

9.2 Client’s materials. Client keeps ownership of Client’s own business information, content, and brand.

9.3 Session recordings. Client consents to Consultant recording each session. Client may use the recordings for her own business and share them only with team members who are bound by confidentiality. Consultant may keep recordings for her records but will not use them publicly without Client’s written consent.

9.4 Third-party materials. Certain methodologies used in the Services are licensed to Consultant by third parties. Client’s use of them is limited to the Services.

10. Limitation of Liability

Consultant’s services and work product are sold “as is.” In no event shall Consultant, its directors, officers, employees, agents, or affiliates be liable to Client for direct, indirect, special, incidental, punitive or consequential damages, losses or expenses, including loss of profits, loss of goodwill, loss of data, or business disruption, through any action relating to Consultant’s services or work product, even if Consultant, its directors, officers, employees, agents, or affiliates have been advised of the possibility of such damages. In any and all circumstances, Client’s maximum remedy and the maximum liability of Consultant, its directors, officers, employees, agents, or affiliates to Client for any and all cause of action, whether in contract, tort (including negligence), or otherwise, shall be limited to the greater of the fees paid by Client to Consultant under this Agreement during the three (3) month period immediately preceding the events giving rise to the claim or the total package price of this Agreement.

11. General Terms

Independent contractor. Consultant is an independent contractor. Nothing in this Agreement creates an employment, partnership, or agency relationship.

Governing law and disputes. This Agreement is governed by the laws of Georgia as if it was executed and wholly performed there. The state and federal courts located in Georgia will have exclusive jurisdiction over any case or controversy arising from or relating to this Agreement. Client hereby unconditionally and irrevocably consents to the personal and subject matter jurisdiction of the federal and state courts of the State of Georgia for purposed of any claim or action arising out of or relating to this Agreement. 


Severability. If any part of this Agreement is found unenforceable, the rest remains in effect.

Authority and assignment. Client confirms she has authority to sign for her business. Client may not assign this Agreement without Consultant’s written consent.

Electronic signatures. Electronic signatures are valid and binding.

Plain-terms notes. The “In plain terms” notes are for convenience only. If they conflict with the numbered terms, the numbered terms control.