1. Program Purpose

BSA-IN-A-BOX is designed to provide business setup support, guidance, resources, recommendations, and structure based on the information Client submits.

This program may include a business audit, setup review, templates, recommendations, assistant introduction, launch preparation, business process guidance, and support based on Client’s business stage, needs, and package.

Client understands that BSA-IN-A-BOX is not a guarantee of business success, income, sales, client results, credit repair results, approvals, legal compliance, or any specific financial outcome.

2. What May Be Included

Depending on Client’s business needs, package, and information submitted, Client may receive support with some or all of the following:

Business audit and review
Business setup checklist
Pricing and package review
Website or funnel suggestions
Client onboarding guidance
Business process guidance
Templates, forms, scripts, and resources
Monitoring platform guidance
System and workflow suggestions
Assistant meet and greet
Launch plan and recommendations
General business setup support

Final recommendations, support, and deliverables may vary based on Client’s business stage, package, submitted information, and timely completion of required steps.

3. Important Onboarding Dates

Client understands and agrees to that onboarding dates and timelines as mentioned in email.

Client understands that failure to submit information, sign this agreement, provide required access, or make payment on time may delay Client’s audit, support, setup, or launch date.

4. Client Responsibilities

Client agrees to:

Submit all required information by said date
Review and sign this agreement before sending any logins or private access information
Provide accurate business information
Provide requested documents, passwords, links, and business details when instructed
Attend scheduled meetings on time
Communicate respectfully and professionally
Review materials and complete assigned tasks
Make all required payments on time
Ask questions when clarification is needed
Follow the onboarding process and instructions provided by BSA

Client understands that BSA cannot complete an accurate audit, setup review, launch plan, or support process without timely and accurate information from Client.

5. Login and Access Information

Client understands that they may be asked to provide logins, passwords, links, account access, or other private business information.

Client agrees not to send any login information, passwords, or account access until this agreement has been signed and BSA has provided instructions on how to submit that information.

Client understands that they are responsible for maintaining control of their own accounts, passwords, subscriptions, payment methods, domains, emails, software, and business platforms.

Client may change passwords at any time after setup, audit, or support work is complete.

6. Payment Terms

Client understands that pro rated payment is due in order to officially begin services.

Client also understands that monthly payments are due on the 1st of every month thereafter, unless otherwise stated in writing.

Services may be delayed, paused, or cancelled if payment is late, missed, failed, declined, incomplete, or not received by the required due date.

Client understands that payment is required in order to receive continued support, assistant support, access, setup assistance, recommendations, or ongoing services.

7. No Guarantee of Results

Client understands that BSA provides guidance, resources, recommendations, templates, structure, and support.

BSA does not guarantee:

Business success
Income
Sales
Clients
Credit repair results
Approvals
Website traffic
Conversion rates
Legal compliance
Specific business outcome
Specific financial result

Client is responsible for their own business decisions, implementation, client communication, compliance, operations, and final outcomes.

8. Not Legal, Tax, or Financial Advice

Client understands that BSA-IN-A-BOX does not provide legal, tax, accounting, financial, or professional compliance advice.

Any templates, agreements, forms, scripts, or business documents provided are for educational and business setup purposes only.

Client is responsible for having all legal documents, agreements, business practices, tax matters, and compliance materials reviewed by a licensed attorney, accountant, tax professional, or qualified expert when needed.

9. Third-Party Tools and Software

Client understands that they may need third-party tools, software, subscriptions, domains, professional email, CRM systems, monitoring platforms, form builders, calendar tools, payment processors, or other services.

Client is responsible for all third-party costs unless otherwise stated in writing.

BSA is not responsible for delays, changes, denials, technical issues, account restrictions, billing issues, or decisions made by third-party companies or platforms.

10. Meetings and Communication

Client agrees to attend all scheduled meetings on time and prepared.

If Client misses a meeting, arrives late, is unprepared, or fails to communicate, BSA may require the meeting to be rescheduled based on availability.

BSA may communicate through email, text, forms, community platform, CRM, or other approved communication channels.

Client understands that response times may vary and that BSA-IN-A-BOX does not include unlimited private coaching unless specifically stated in the package purchased.

11. Assistant Introduction and Support

Client understands that the assistant meet and greet on June 30th is intended to introduce Client to the assistant support process, communication expectations, and next steps.

The assistant’s role, duties, access, responsibilities, and limits will be explained during the onboarding process.

Client agrees to communicate respectfully with any assigned assistant, team member, or representative of BSA.

12. Cancellation Terms

Client understands that BSA-IN-A-BOX requires participation, communication, timely payment, and completion of assigned tasks.

If Client chooses to cancel, Client must submit the cancellation request in writing by email, text, or another approved communication method provided by BSA.

Cancellation does not erase any payment already due, any balance owed, or any work already completed or prepared on Client’s behalf.

If Client cancels after onboarding has started, audit work has begun, access has been granted, materials have been provided, or services have been prepared, Client understands that no refund will be issued.

If Client’s payment is late, missed, declined, or incomplete, BSA may pause or cancel services, remove access, stop assistant support, or delay the launch process.

If Client does not submit the required information, fails to attend scheduled meetings, fails to communicate, fails to sign required documents, or fails to follow onboarding instructions, Client understands that services may be delayed, paused, or cancelled.

BSA reserves the right to cancel, pause, or remove Client from the program if Client is disrespectful, misuses materials, shares private resources, provides false information, fails to pay, violates this agreement, or interferes with the onboarding or support process.

13. Refund Policy

Client understands that payments are non-refundable once access has been granted, onboarding has started, audit work has begun, materials have been provided, or services have been prepared.

Failure to submit information, attend meetings, complete tasks, provide access, or make payments does not qualify Client for a refund.

Digital materials, templates, trainings, forms, scripts, audits, preparation work, and service-based support are non-refundable.

Any refund exception must be approved in writing by BSA.

14. Privacy Policy

Client understands that BSA may collect personal and business information in order to provide onboarding, audit, setup, support, and business preparation services.

This information may include Client’s name, phone number, email, business name, business details, website, domains, logins, passwords, software access, business documents, payment status, and other information needed to complete services.

BSA agrees to make reasonable efforts to protect Client’s private information and use it only for the purpose of providing services, completing onboarding, reviewing Client’s business, preparing Client’s setup, communicating with Client, and supporting Client’s business launch.

Client understands that BSA may share necessary information with approved team members, assistants, contractors, or service providers only when needed to complete the services.

BSA will not sell Client’s personal information or business information.

Client understands that they are responsible for sending accurate information and maintaining control of their own accounts, passwords, subscriptions, payment methods, platforms, domains, and software.

Client also understands that no online system, email, form, platform, or digital communication method can be guaranteed to be completely secure. Client agrees to follow BSA’s instructions for submitting sensitive information and not send logins until this agreement has been signed and instructions have been provided.

15. Confidentiality and Materials

Client agrees not to share, sell, copy, distribute, upload, teach, reproduce, or resell any BSA-IN-A-BOX materials, templates, scripts, trainings, systems, forms, guides, resources, or documents.

All BSA materials are for Client’s personal business use only.

Client understands that BSA materials remain the intellectual property of BSA unless otherwise stated in writing.

16. Agreement Acknowledgment

By signing below, Client confirms that they have read, understood, and agree to this BSA-IN-A-BOX Service Agreement.
This agreement must be signed before sending any logins or account access
BSA does not guarantee business, financial, legal, or credit-related outcomes
Client is responsible for their own business decisions and implementation
All BSA materials are confidential and may not be shared or resold

17. Agreement Acceptance

By signing this agreement, Client agrees to all terms listed above and confirms that they are ready to move forward with the BSA-IN-A-BOX onboarding process.