Engagement Standards

These Engagement Standards govern the relationship between AI & CRM Consulting ("Consultant", "we", "us") and the Client ("you").

These terms constitute a legally binding agreement. Please read them carefully. If you do not agree with any part of these terms, you must not proceed with the engagement of our services.

The specific services to be provided will be detailed in a separate Statement of Work (SOW) or Project Proposal signed by both parties.

• AI-Readiness Assessments: Auditing data infrastructure, governance policies, and technical stack.
• CRM Architecture: Designing schema, data flows, and integration patterns for Customer Relationship Management systems.

Any services outside the scope defined in the SOW will be considered "Additional Services" and will be billed at our standard hourly rates unless a separate fixed-fee agreement is reached.

3.1 Retainers and Deposits

For all fixed-price projects exceeding $10,000, a non-refundable deposit of 30% is required before work commences.

3.2 Invoicing Schedule

Invoices are sent via email and are due Net-15 from the invoice date. Late payments will incur a fee of 1.5% per month or the maximum allowable by law.

Upon full payment, the Client owns all Custom Deliverables created specifically for the Client under the SOW.

The Consultant retains ownership of its pre-existing "Background IP." The Client is granted a perpetual, non-exclusive license to use such Background IP solely for internal business operations.

"Confidential Information" refers to any non-public technical, business, or financial information disclosed by one party to the other.

1. Use Confidential Information only for the purpose of performing obligations under this agreement.
2. Restrict access to Confidential Information to employees or contractors who need to know such information.
3. Protect Confidential Information with at least the same degree of care as they use to protect their own sensitive data.

Given the nature of CRM and AI consulting, we may have incidental access to Personally Identifiable Information (PII) contained within your systems.

You warrant that you have obtained all necessary consents for any data you provide to us for analysis.

To the maximum extent permitted by law, the Consultant shall not be liable for any indirect, incidental, special, consequential, or punitive damages.

In no event shall the Consultant's aggregate liability for all claims related to the services exceed the total amount of fees paid by the Client to the Consultant in the twelve (12) months immediately preceding the event giving rise to the claim.