Private Strategy Service Agreement

1. Your Private Strategy Engagement

Private Strategy is a private strategic advisory engagement designed to help you identify, prioritize, and address the areas of your business that may be creating friction, limiting growth, or requiring clearer strategic decisions.

Your engagement includes:

• Six 90-minute private strategy sessions with Warrick and/or Takicha Roundtree
• Strategic Directives following strategy sessions
• Access to the Private Strategy Client Guide
• Session recaps and supporting resources made available through your client portal
• Access to schedule your Private Strategy sessions through your Brand.Amplify.Scale. client portal

The specific areas addressed during your engagement will depend on the needs, priorities, decisions, and opportunities identified within your business.

Strategy may include areas such as your buyer, offer, positioning, messaging, marketing, website, customer experience, business systems, and growth priorities.

2. One Strategic Engagement

Private Strategy is purchased as one strategic engagement.

Your investment is not divided into six separately priced appointments or individual session purchases.

The engagement includes work that occurs before, during, and between scheduled sessions, which may include preparation, review, administration, strategic analysis, session delivery, Strategic Directives, resources, follow-through, and reserved capacity throughout the engagement period.

3. Engagement Period

All six Private Strategy sessions must be completed within six months of your purchase date.

Sessions may be scheduled based on your implementation needs and available appointment times. You may choose to meet more frequently during certain periods or allow additional implementation time between sessions.

You are responsible for scheduling your sessions early enough to complete the engagement within the six-month period.

Any unused sessions expire at the end of the six-month engagement period.

Unused sessions are not refundable, transferable, or redeemable for cash.

Rescheduling a session does not extend the six-month engagement period unless The Brand Amplifiers agrees otherwise in writing.

4. Preparation and Participation

As part of your onboarding, you will receive access to the Private Strategy Prep.

Completing your Prep before your first session gives Takicha and Warrick important context about your business and allows more of your session time to be focused on strategy, decisions, and priorities rather than gathering background information.

Your results from Private Strategy depend in part on the accuracy and completeness of the information you provide, the decisions you make, and your willingness and ability to implement the strategies discussed.

The Brand Amplifiers provides strategic guidance, recommendations, perspective, and direction. Implementation and final business decisions remain your responsibility.

5. Strategic Directives

Following strategy sessions, The Brand Amplifiers may provide Strategic Directives identifying priorities, recommended actions, decisions, and next steps.

Strategic Directives are intended to help you determine what should happen now, next, and later within your business.

Recommendations are based on the information available to us at the time they are provided. Your business, market, resources, circumstances, or priorities may change, and recommendations may be adjusted during subsequent sessions.

6. Session Recordings and Recaps

Private Strategy sessions may be recorded, transcribed, summarized, or processed through meeting and productivity technology for purposes related to delivering your engagement.

This may include documenting decisions, creating session recaps, identifying action items, preparing Strategic Directives, and providing you with a reference following your session.

Session recordings, transcripts, summaries, recaps, and related materials are intended for use in connection with your Private Strategy engagement.

7. Use of Artificial Intelligence

The Brand Amplifiers may use artificial intelligence tools as part of its strategy, research, analysis, brainstorming, organization, documentation, or workflow processes.

Artificial intelligence is used as a support tool. Strategic recommendations and guidance provided as part of your engagement are informed by the professional judgment of The Brand Amplifiers.

You remain responsible for reviewing and approving decisions affecting your business before implementation.

8. Client Portal and Resources

You will receive access to a Brand.Amplify.Scale. client account where your Private Strategy engagement and related resources may be managed.

Your client portal may include:

• Session scheduling
• Strategic Directives
• Session recaps
• Client resources
• The Private Strategy Client Guide
• Shared notes and other engagement materials

You are responsible for maintaining access to the email address associated with your account and safeguarding your login credentials.

9. Fees and Payment

Your investment in Private Strategy is the amount presented and accepted by you at checkout.

Payment may be made through the payment methods available at checkout.

If you use a third-party buy-now-pay-later, financing, or installment provider, your payment arrangement with that provider may also be subject to that provider’s separate terms.

Using a financing, installment, or buy-now-pay-later option does not change the terms of this Agreement, including the refund policy, engagement period, or your responsibility to complete the engagement within six months.

10. Refund Policy

All Private Strategy purchases become final and non-refundable 48 hours after purchase.

If you decide not to proceed with the engagement, any refund request must be submitted to The Brand Amplifiers in writing within 48 hours of purchase.

No refunds will be issued after the 48-hour period, except where otherwise required by applicable law.

If a refund is approved within the 48-hour period, payment-processing fees that are non-refundable to The Brand Amplifiers may be deducted from the refunded amount where permitted by law.

Failure to schedule, attend, or complete your sessions within the six-month engagement period does not create a right to a refund.

Unused sessions are not refundable, transferable, or redeemable for cash.

11. Scheduling

Private Strategy sessions are scheduled through the Private Strategy client portal and are subject to available appointment times.

You are responsible for managing your scheduling so that all six sessions can be completed within the six-month engagement period.

If you need to reschedule a session, the new appointment will be subject to available appointment times.

Rescheduling does not extend the six-month engagement period unless The Brand Amplifiers agrees otherwise in writing.

12. Payment Disputes

If you believe there is an error involving your payment, access, scheduling, or delivery of your Private Strategy engagement, you agree to contact The Brand Amplifiers first and provide us with a reasonable opportunity to review and address the issue.

Private Strategy is purchased as one strategic engagement. Your investment is not divided into six separate per-session fees.

The engagement includes preparation, review, administration, strategic analysis, client resources, session delivery, follow-through, and reserved capacity throughout the engagement period.

The fact that one or more scheduled sessions have not yet occurred does not, by itself, mean that a proportional portion of the engagement has not been provided or that a refund is due.

If you initiate a payment dispute or chargeback, The Brand Amplifiers may provide the payment processor, financing provider, card issuer, or other reviewing party with documentation related to your purchase and participation in the engagement.

This documentation may include this Agreement, your checkout acknowledgment, communications, onboarding and preparation materials, work completed on your behalf, session records, Strategic Directives, resources provided, scheduling history, portal activity, and other information relevant to the dispute.

Nothing in this section limits any rights available to you under applicable law.

13. No Guarantee of Business Results

Private Strategy is designed to provide strategic guidance and help you make more informed decisions about your business.

The Brand Amplifiers does not guarantee specific financial results, revenue increases, sales, leads, customers, profitability, business growth, or any other particular business outcome.

Business results depend on many factors outside the control of The Brand Amplifiers, including your decisions, implementation, resources, market conditions, customer behavior, timing, and other circumstances.

14. Intellectual Property

The Brand Amplifiers retains ownership of its proprietary methodologies, frameworks, processes, templates, tools, training materials, and intellectual property used during the engagement.

You may use Strategic Directives and client-specific materials created for your business for your own internal business purposes.

You may not reproduce, resell, license, teach, distribute, publish, or commercially exploit The Brand Amplifiers’ proprietary methodologies, frameworks, templates, tools, or materials without written permission.

15. Confidentiality

The Brand Amplifiers will treat non-public information you share about your business as confidential and will use that information in connection with providing your Private Strategy engagement.

You agree to respect the confidential and proprietary nature of any non-public materials, systems, methodologies, frameworks, processes, or information shared with you by The Brand Amplifiers.

16. Scope of Advice

Private Strategy provides business, brand, marketing, positioning, customer experience, and growth strategy.

The Brand Amplifiers does not provide legal, accounting, tax, investment, financial planning, or other licensed professional advice.

When a matter requires advice from a licensed professional, you are responsible for consulting an appropriately qualified professional.