Always Assisting U! Client Policies
 

Clear expectations build strong partnerships. These policies are designed to create transparency, protect both parties, and ensure every engagement begins with confidence.

To provide every client with a consistent, professional experience, the following policies apply to all engagements with Always Assisting U! These guidelines help establish clear expectations, protect both parties, and create a successful working relationship from the very beginning.

  1. Client Engagement

Every project begins with a signed agreement outlining the scope of work, deliverables, timelines, and responsibilities of both parties. Work will not begin until the agreement has been executed and any required deposits have been received.

  1. Scope of Services

Services are customized to meet each client’s unique needs. Engagements may include strategic consulting, operational support, leadership initiatives, project management, speaking engagements, event strategy, or other agreed-upon services.

Requests outside the original scope may require a revised proposal, adjusted timeline, or additional fees.

  1. Service Delivery

Services may be provided virtually, onsite, or through a hybrid approach depending on the nature of the engagement and the terms outlined in the client agreement.

  1. Communication

Clear communication is essential to every successful partnership. Client communication will primarily occur through scheduled meetings, email, phone, or mutually agreed-upon project management platforms.

Timely responses from both parties help ensure projects remain on schedule.

  1. Scheduling & Availability

Meetings and services are scheduled by appointment. While business hours generally fall Monday through Friday, availability may vary based on existing client commitments, travel, speaking engagements, or scheduled office closures.

Clients will be notified in advance whenever possible of any extended unavailability.

  1. Fees & Payment

Project fees, retainers, and payment schedules are outlined within each client agreement.

Invoices are due according to the payment terms specified in the agreement. Work may be paused if invoices become past due.

Any expenses incurred on behalf of a client must be approved in advance.

  1. Revisions & Scope Changes

Reasonable revisions related to the original scope are included as outlined in the client agreement.

Additional requests or significant changes after work has begun may require a revised proposal, timeline adjustment, or additional investment.

  1. Confidentiality

Confidentiality is one of the foundations of every client relationship.

All proprietary, financial, operational, and organizational information shared during an engagement will be treated as confidential unless disclosure is required by law or authorized in writing by the client.

This obligation continues after the engagement has ended.

  1. Independent Contractor Relationship

Always Assisting U! operates as an independent contractor. Nothing within the engagement establishes an employer-employee, partnership, or joint venture relationship.

  1. Intellectual Property

Unless otherwise specified in the client agreement, work created specifically for the client becomes the client’s property upon full payment.

Always Assisting U! retains ownership of proprietary templates, methodologies, processes, and intellectual property developed independently of the engagement.

  1. Cancellations & Termination

Either party may terminate an engagement according to the terms outlined within the signed agreement.

Any completed work, outstanding balances, or approved expenses remain the responsibility of the client through the effective termination date.

  1. Refund Policy

Because services involve professional expertise, planning, and time reserved specifically for each client, payments made for completed work are non-refundable.

If concerns arise during an engagement, both parties agree to communicate promptly to seek a reasonable resolution.

  1. Limitation of Liability

While Always Assisting U! is committed to providing high-quality strategic guidance and professional services, no specific business outcome can be guaranteed.

Always Assisting U! shall not be liable for delays or circumstances beyond reasonable control, including but not limited to natural disasters, technology failures, power outages, or other unforeseen events.

  1. Acceptance of Policies

By engaging the services of Always Assisting U!, the client acknowledges they have reviewed and agree to these Client Policies as well as any additional terms outlined within their signed engagement agreement.