Terms & Conditions Policy

1. Purpose

This Terms & Conditions Policy serves as a comprehensive guide to the expectations, commitments, and obligations that govern all professional relationships between The Silent Partner LLC (“TSP”) and its clients. It reflects our commitment to delivering exceptional consulting, creative, operational, and strategic services with transparency, integrity, and mutual respect. This policy incorporates operational updates, approval processes, and content management standards, while also accounting for broader aspects of operational excellence, including finances, marketing, sales, HR, supply chain, organizational structuring, executive leadership, compensation planning, team development, and product/service development. By expanding its scope, this policy provides a single, unified reference point for clients to understand the standards by which TSP operates. Note: We do not provide legal, tax, or financial advice: we route clients to professionals who provide those services and are licensed, insured, bonded, and in good standing with all local, state, and federal regulatory bodies. Any subcontracted, affiliated, appointed, and or associated parties that would violate any regulatory laws, policies, or procedures relevant to any contracts or agreements set forth would be doing so without our knowledge and/or consent. Said parties will be held accountable by the respective laws governing their local, state, or federal governing bodies.

2. Scope

These terms apply to all TSP engagements, including but not limited to:

  • Strategic consulting

  • Branding and creative services

  • Event production and management

  • Marketing campaigns

  • Content creation and deployment

  • Social media management

  • Financial systems development and advisory

  • Operational process design

  • HR and staffing advisory

  • Executive leadership coaching

  • Organizational structuring

  • Supply chain and vendor management

  • Compensation planning and incentive system design

  • Product and service development

  • Virtual assistant (VA) training and management

  • Weekly reporting and impact tracking for team performance

  • Change management and organizational transformation

  • Sales enablement and revenue operations

  • Customer service and experience design

These terms cover all phases of the client lifecycle—from initial consultation and discovery to final deliverable handover, as well as any operational and organizational development services provided by TSP. By agreeing to work with TSP, clients acknowledge their understanding that the firm’s expertise spans business strategy, technical systems, marketing execution, leadership training, and long-term organizational health.

3. Engagement & Onboarding

  • All projects begin with a signed proposal and contract executed via HoneyBook.

  • A deposit (amount specified in the proposal) is required before any work commences.

  • Clients must complete onboarding questionnaires, provide brand assets, financial/organizational data (when applicable), and respond to information requests to avoid delays.

  • For operational development engagements, clients may be required to submit organizational charts, compensation structures, financial statements, or strategic plans to establish a baseline.

  • Work start dates are contingent upon receiving all required information.

  • TSP reserves the right to adjust project timelines if onboarding requirements are not met.

4. Content & Operational Approval Policy

  • All content for the upcoming month must be prepared by the 10th and fully approved by the 15th of the month prior to deployment.

  • Clients have 3 business days to review and provide consolidated feedback on drafts.

  • One round of consolidated revisions is included unless otherwise specified.

  • For operational consulting deliverables (e.g., compensation models, org charts, process maps), clients have 5 business days to review.

  • For virtual assistant training, team structuring, or correspondence workflows, clients must approve finalized frameworks before implementation.

  • Missing approval deadlines may result in delayed delivery or rush fees.

  • Approval deadlines ensure that creative teams, consultants, and systems architects can deliver with efficiency and accuracy without unnecessary interruptions.

5. Last-Minute Change & Rush Request Policy

  • Any request made less than 48 hours before scheduled publication, deliverable release, or agreed deadline is considered a rush request.

  • Rush fees apply as follows:

    • Minor changes (text edits, image swaps, small process adjustments): $50 flat fee

    • Major changes (redesigns, new workflows, full model recalculations): $150 flat fee

    • Same-day requests: Additional 50% surcharge

  • All rush work must be pre-approved by the Managing Partner.

  • Repeated last-minute changes may result in restructuring of the client’s contract or additional project management fees.

6. Client Responsibilities

  • Adhere to all deadlines and approval timelines.

  • Provide clear, consolidated, and actionable feedback.

  • Communicate scope changes early to avoid disruptions.

  • Make timely payments as outlined in the contract.

  • Provide accurate and complete operational/financial information when engaging in consulting or system development.

  • Ensure designated staff or virtual assistants are available for training, system adoption, and correspondence management.

  • Empower executive sponsors or leadership contacts to engage in decision-making to avoid delays.

  • Recognize that operational improvements, restructuring, or compensation adjustments require client participation in order to be effective.

7. Payment Terms

  • Invoices are payable within the timeframe stated in the contract (typically Net 7 or Net 14).

  • Late payments may incur a 5% weekly late fee.

  • TSP reserves the right to pause services for non-payment.

  • For long-term consulting, retainer models may be applied with monthly billing.

  • Project-based billing may include milestone-based payments tied to deliverables.

  • For larger operational engagements, clients may be required to establish escrow accounts or staged payments to cover extended timelines.

8. Intellectual Property

  • All deliverables remain the property of TSP until final payment is received.

  • Upon full payment, ownership transfers to the client, except for any third-party materials with separate licensing terms.

  • TSP retains the right to showcase work in its portfolio unless otherwise agreed in writing.

  • Proprietary frameworks, systems, or processes developed by TSP may be licensed rather than transferred, depending on contract terms.

  • Client-modified versions of TSP intellectual property must include attribution unless otherwise waived.

9. Confidentiality

  • Both parties will maintain strict confidentiality regarding proprietary, financial, or organizational information.

  • NDAs are available upon request.

  • TSP will not disclose sensitive information to third parties without explicit client consent.

  • Clients are responsible for ensuring that shared data does not violate third-party confidentiality or intellectual property rights.

10. Cancellations & Termination

  • Either party may terminate with written notice, per contract terms.

  • All work completed before termination will be invoiced and payable.

  • If cancellation occurs mid-development (e.g., systems, compensation plans, org restructuring, VA training programs), client is responsible for work completed to date.

  • Early termination of long-term projects may incur prorated fees.

11. Operational Development Terms

  • Recommendations around organizational structure, executive leadership, compensation systems, HR frameworks, team structuring, VA correspondence systems, or supply chain management are advisory unless implementation is explicitly included in scope.

  • Clients are responsible for legal and regulatory compliance when adopting recommendations.

  • Any third-party vendors, software, or tools introduced by TSP will require direct client contracts; TSP is not liable for third-party performance.

  • Weekly reporting systems will be developed to track efficiency, KPIs, and overall business impact of operational changes.

  • Virtual assistant training programs may include systems education, correspondence etiquette, reporting requirements, and structured accountability.

  • Executive leadership coaching may address decision-making frameworks, communication alignment, and scaling responsibilities.

  • Compensation planning services include design of incentive structures, alignment with organizational goals, and benchmarking against industry standards.

12. Marketing, Sales & Reporting Terms

  • TSP may assist in developing or managing sales pipelines, customer relationship management (CRM) systems, and performance dashboards.

  • Weekly or monthly reporting cadence will be established for key deliverables, KPIs, and business outcomes.

  • Marketing deliverables must align with approved content calendars, and deviations must be requested at least 15 days in advance.

  • TSP is not liable for sales outcomes, though best practices and proven systems will be applied to maximize performance.

13. Human Resources & Team Structuring

  • TSP may design staffing plans, org charts, job descriptions, and recruitment frameworks.

  • VA training and correspondence protocols are provided as advisory unless operational implementation is included in scope.

  • Clients remain responsible for direct hiring, payroll, benefits, and compliance.

  • Team performance systems may include scorecards, performance reviews, and cultural alignment workshops.

14. Dispute Resolution

  • Disputes will first be addressed through mediation.

  • If unresolved, disputes will be handled under the jurisdiction of Missouri state law.

  • Clients agree that disputes related to intellectual property or confidentiality breaches may require injunctive relief.

15. Amendments

  • TSP may update these terms to reflect operational changes, legal requirements, or industry best practices.

  • Clients will be notified in writing of any amendments.

  • Continued engagement with TSP services after notification constitutes acceptance of changes.

16. Acceptance

By engaging TSP’s services, clients confirm they have read, understood, and agree to these Terms & Conditions, including expanded provisions on operational development, VA training, team structuring, correspondence management, sales enablement, marketing operations, and organizational consulting.

Note: This policy is optimized for publication on tspprocess.com, ensuring clarity for prospective clients, legal compliance, and operational transparency across all service areas.