Consultation Services Terms & Conditions

1. Parties and Acceptance

These Consultation Services Terms & Conditions (the “Terms”) are between James Wilson, doing business as Alpha Office AI Consulting (the “Company”), and the person or entity purchasing or attending the consultation (the “Client”). By completing payment through our payment processor, submitting the required intake, booking, attending, or using the consultation, the Client accepts these Terms. Our payment processor may process the payment under its own terms and privacy policy.

2. Mandatory Intake

The Client must complete and submit the Company’s intake before booking a consultation. The intake is required so the Company can prepare for the consultation. The Company may decline to schedule or may reschedule a consultation if the required intake has not been received.

3. Scope of the Consultation

The consultation is an online business strategy session of approximately 30 to 45 minutes. The deliverable is limited to verbal analysis during the session plus one written recap or plan after the session. The consultation is not a workflow design, implementation plan, technical specification, or commitment to provide additional services.

4. What the Consultation Fee Does Not Buy

The consultation fee does not buy, and the consultation does not include:

• building, configuring, testing, deploying, or maintaining any AI employee, automation, integration, or workflow;
• workflow development or implementation, software setup, or technical integration;
• ongoing consulting, support, maintenance, monitoring, or optimization;
• legal, tax, accounting, investment, medical, or other professional advice;
• a guaranteed business result, savings amount, revenue increase, lead volume, efficiency improvement, or return on investment;
• any deliverable beyond the consultation and one written recap or plan; or
• any promise that the Company will recommend, quote, accept, or perform a custom workflow.

5. Advisory Nature and No Guarantee

The consultation is advisory and diagnostic only. The Company does not guarantee any particular result, including:

• hours saved or labor reduced;
• revenue, profit, or collections increases;
• cost savings or a particular payback period;
• lead volume, conversion rate, or customer growth;
• efficiency, productivity, or service improvements;
• successful implementation, adoption, accuracy, availability, or security of any tool or workflow; or
• any return on investment or other financial outcome.

Results depend on the Client’s implementation, data, systems, personnel, decisions, and factors outside the Company’s control.

6. Fees and Payment

The consultation fee is $895 USD, payable in full in advance through our payment processor. Our payment processor may process the payment under its own terms and privacy policy. A booking is not confirmed until the completed intake has been received and cleared payment of the full fee has been received. The consultation fee is separate from the price of any custom workflow. Custom workflows are not fixed at a percentage of savings, an hourly rate, or a contingency fee; any custom workflow is separately proposed and priced in writing.

7. Cancellation, Rescheduling, Refunds, and Late Arrival

8. Consultation Fee Credit

Subject to these Terms, the consultation fee creates a bounded credit as follows:

1. Credit Only. The Consultation Fee Credit is credit only and is not a deposit, retainer, advance payment, or investment.
2. No Cash Value. The Consultation Fee Credit has no cash value, is non-refundable, and is non-transferable.
3. Written Proposal Required. The Consultation Fee Credit applies only if both parties accept a written custom workflow proposal or statement of work.
4. Expiration. The Consultation Fee Credit expires within sixty (60) days after the consultation date if both parties have not accepted a written custom workflow proposal or statement of work.
5. No Obligation to Propose or Accept. The Consultation Fee Credit does not require the Company to prepare or present a proposal, recommend a workflow, enter into a statement of work, accept the Client as a customer, or provide any particular service.
6. Application to First Workflow Only. The Consultation Fee Credit may be applied only once and only toward the Client’s first custom workflow.
7. Workflow Price. The price of a custom workflow is determined solely by the scope, complexity, integrations, deliverables, and other terms stated in the applicable written workflow proposal or statement of work. The Consultation Fee Credit will be applied toward the price stated in that proposal or statement of work.
8. Workflow Priced Below Credit Amount. If the first custom workflow is priced below the Consultation Fee Credit amount, the credit reduces the workflow price only by the workflow price, and any unused balance is forfeited with no cash refund, replacement credit, or payment to the Client.
9. Credit Shown in Proposal or Statement of Work. The amount and application of the Consultation Fee Credit will be shown in the applicable written workflow proposal or statement of work.

The Consultation Fee Credit expires automatically if no qualifying written proposal or statement of work is accepted within sixty (60) days after the consultation date. After expiration, it is forfeited with no refund or replacement credit.

9. Recording and Consent

The Company will record a consultation only where the Client has provided the required consent. Recording consent is optional. The Client may decline recording and still request or attend the consultation. A recording, if made, may be used to prepare the written recap, improve service quality, and maintain an internal business record, subject to the Company’s information practices.

10. Proprietary Rights and Client Data

The Client retains rights in information the Client supplies. The Client grants the Company a limited right to use that information to prepare for and deliver the consultation, communicate about it, prepare the recap or plan, and determine whether a custom workflow may be appropriate. The Company retains its pre-existing materials, methods, templates, know-how, and general skills. The Client receives no ownership of the Company’s materials unless the parties agree otherwise in writing.

11. Confidentiality

Each party will use reasonable care to protect the other party’s confidential information and will use it only for the consultation relationship. Confidential information does not include information that is public without breach, already known without a duty of confidentiality, independently developed, or lawfully received from another source. A party may disclose confidential information when required by law, regulation, court order, or professional advice, after giving notice where legally permitted.

12. Client Responsibilities

The Client is responsible for the accuracy and completeness of information provided, attending on time, making decisions, reviewing all recommendations, and independently validating outputs before use. The Client must not submit highly sensitive personal information, payment-card information, passwords, credentials, or protected health information through the intake or consultation. The Client must have authority to provide any business information submitted and must comply with applicable law.

13. No Professional Advice

The consultation is not legal, tax, accounting, investment, financial, medical, employment, or other professional advice. The Client should consult an appropriately licensed professional before relying on information that requires professional judgment.

14. Third-Party Services and AI Tools

The consultation may discuss third-party software, services, integrations, or AI tools. Third-party services are governed by their own terms and privacy practices. The Company does not control and is not responsible for third-party availability, pricing, security, performance, data handling, or changes. AI-related outputs may be inaccurate, incomplete, biased, or unsuitable and require appropriate human review and validation before use.

15. Disclaimer of Warranties

To the fullest extent permitted by law, the consultation and all related information are provided “as is” and “as available,” without warranties of any kind, express or implied. The Company disclaims implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, availability, and that any result will meet the Client’s requirements or expectations.

16. Limitation of Liability

To the fullest extent permitted by law, the Company and its owners, officers, employees, contractors, and agents will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenue, data, business, or goodwill, arising out of or related to the consultation or these Terms. To the fullest extent permitted by law, the Company’s total liability for all claims will not exceed the amount the Client paid for the consultation giving rise to the claim. Nothing in these Terms limits liability that cannot legally be limited.

17. Indemnification

The Client will defend, indemnify, and hold harmless the Company and its owners, officers, employees, contractors, and agents from claims, losses, liabilities, damages, costs, and expenses, including reasonable attorneys’ fees, arising from the Client’s breach of these Terms, misuse of consultation information or AI output, violation of law, infringement of another person’s rights, or information the Client provides without authorization.

18. Governing Law and Venue

These Terms are governed by the laws of the State of North Carolina, without regard to conflict-of-law rules. Disputes must be brought in the state or federal courts located in [County], North Carolina.

19. Electronic Communications and Notices

The Client consents to receive consultation communications electronically, including by email, text message where separately consented to, and the scheduling or payment systems used for the consultation. Notices to James Wilson, doing business as Alpha Office AI Consulting must be sent to hello@alphaofficeai.com. Notices to the Client may be sent to the email address or other contact information provided in the intake or booking.

20. Changes to These Terms

The Company may update these Terms for future consultations by posting a revised version with a new effective date. The Terms in effect when the Client completes payment govern that consultation, except where a change is required by law or applies to an ongoing relationship by written agreement.

21. Severability

If any provision of these Terms is held invalid or unenforceable, it will be enforced to the maximum extent permitted and the remaining provisions will remain in full force and effect.

22. No Waiver

A party’s failure to enforce any provision of these Terms is not a waiver of that provision or the right to enforce it later. A waiver must be in writing and applies only to the specific instance for which it is given.

23. Assignment

The Client may not assign or transfer these Terms or any right under them without the Company’s prior written consent. The Company may assign these Terms in connection with a merger, reorganization, sale of assets, or transfer of the consultation business.

24. Force Majeure

The Company is not liable for delay or failure caused by events beyond its reasonable control, including natural disaster, severe weather, epidemic, war, terrorism, civil unrest, labor dispute, power or internet failure, platform outage, governmental action, or failure of a third-party service. The Company will use reasonable efforts to communicate and reschedule when practical.

25. Entire Agreement

These Terms, the completed intake, the applicable booking and payment details, and any written agreement expressly incorporated into them are the entire agreement about the consultation and supersede prior or contemporaneous discussions about its subject matter. A custom workflow requires a separate written proposal or statement of work accepted by both parties.

26. Client Acknowledgment

Agreement with James Wilson, doing business as Alpha Office AI Consulting (the “Company”).

The Client acknowledges that the Client has had an opportunity to review these Terms, understands the consultation’s limited scope, understands the $895 consultation fee and cancellation and refund policy, and understands the Consultation Fee Credit conditions.

• The Consultation Fee Credit validity period is 60 days;