Clear terms before work starts.
Understand the scope, payment, and cancellation terms before agreeing to a consulting engagement.
Effective date: November 9, 2026. These terms apply to every paid engagement unless a signed written scope says otherwise.
Services and scope
The Asset Era provides consulting, workflow audits, and separately scoped implementation services. Each paid engagement requires a written scope describing deliverables, fees, timing, client responsibilities, and acceptance criteria. A website inquiry or free fit conversation does not create a paid engagement.
Changes beyond the agreed scope require written agreement before additional work begins. No revenue, booking, savings, or other business outcome is guaranteed.
Payment before work starts
Consulting services are paid before work starts. The agreed fee and payment instructions are provided with the written scope. Third-party software or usage costs must be identified and agreed separately.
This website does not collect payments or payment card details. Do not send payment details through the intake worksheet.
Refund and Cancellation policy
Request cancellation or a refund in writing using the confirmed contact details supplied with your engagement. Include the service name and payment reference; do not include full card or bank details.
- Before work begins
- If you cancel in writing before your scheduled session or project kickoff, you receive a full refund.
- After work begins
- Work already delivered is not refundable. Prepaid hours not yet used are refunded on a pro-rata basis. Monthly care plans may be cancelled with 30 days' written notice; the current month is not refunded.
- If The Asset Era cancels
- You receive a full refund of any fees not yet earned, plus a handoff of all work completed to that point.
- Rescheduling
- Sessions may be rescheduled once at no charge with at least 24 hours' notice. A missed session without notice is forfeited.
- Refund processing
- Approved refunds are issued within 10 business days to the original payment method. Card-processing fees already charged by the payment provider are not refunded.
Responsibilities and deliverables
Clients provide timely, accurate business context and approve access and workflow changes within the agreed scope. Do not submit credentials, confidential client records, or sensitive financial information through this website.
Once paid in full, the client owns the final deliverables created for them. The Asset Era keeps ownership of its own templates, methods, and tools, and may reuse them for other clients without using any client's confidential information.
Liability and governing law
The Asset Era's total liability for any engagement is limited to the fees paid for that engagement. The Asset Era is not liable for indirect or consequential losses, including lost revenue or profits, and does not guarantee any business result.
These terms are governed by the laws of the State of Texas. Both parties agree to first try to resolve any dispute in good faith; if that fails, disputes will be heard in the courts of Dallas County, Texas.
Questions about these terms
The Asset Era
Email: [email protected]
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