These Terms and Conditions ("Agreement") govern the professional services provided by ClearBox Strategies, Inc. ("ClearBox Strategies") to the client identified in the applicable Statement of Work ("Client"). The applicable Statement of Work ("Statement of Work" or "SOW") defines the specific services, deliverables, pricing, onboarding timeline, and project-specific requirements. By executing a Statement of Work, Client agrees to be bound by these Terms and Conditions.

1. TERM

Unless terminated at an earlier date, the term of this Agreement shall be effective on the date of last signature and continue for 12 months after that date, unless extended by agreement prior to its expiration. Unless a new agreement is created or notice of termination is given, this agreement shall continue in force on a month to month basis after expiration.

2. SERVICES

The work to be performed under this Agreement is illustrated within the Statement of Work Items. Upon acceptance of the Statement of Work by both parties, ClearBox Strategies agrees to perform those services set forth in the Statement of Work.

Additional Work may be entered into in writing and signed by both parties, during the term of this Agreement. Such additional Work shall be incorporated by reference to this Agreement.

Extension of the period of performance of this agreement may be granted by ClearBox Strategies, agreed to in writing and signed by both parties during the term of this Agreement. Such extension shall be issued through a Modification to this agreement.

3. STATEMENTS OF WORK

Each Statement of Work shall describe the specific services to be performed by ClearBox Strategies and may include, as applicable, the project scope, deliverables, objectives, fees, payment terms, estimated onboarding timeline, included onboarding meetings, project assumptions, client responsibilities, dependencies, exclusions, and any other terms specific to the engagement. Each executed Statement of Work is hereby incorporated into this Agreement by reference and shall be governed by the terms and conditions contained herein. In the event of a conflict between this Agreement and an executed Statement of Work, the terms of the applicable Statement of Work shall control solely with respect to the services described therein.

4. CONSIDERATION AND PAYMENT

As compensation in full for services performed under this Agreement and the Statement of Work, ClearBox Strategies shall invoice Client and Client shall pay ClearBox Strategies in accordance with the fees and schedule set forth in the Statement of Work.

In providing services to Client, ClearBox Strategies shall be acting as an independent contractor and not as an employee or agent of Client. ClearBox Strategies shall have no authority, express or implied, to commit or obligate Client in any manner whatsoever.

Invoices shall be due and payable on receipt of invoice and services referenced thereon, unless otherwise specified in the Statement of Work.

All invoices must reference the Statement of Work or Retainer Agreement and include the following information:

Explanation of Services;

Period of performance, number of hours for invoiced period and cumulative hours if billing is time and expense;

Billing rate, total invoiced amount and cumulative invoiced amount;

Trip report for travel performed, indicating names of persons and companies visited, and purposes of trip;

Itemized expenses, supported by original receipts.

Invoices may be submitted electronically to the email address on file.

The ClearBox Strategies shall be responsible for the payment of all taxes applicable to any compensation paid to ClearBox Strategies and Client shall not withhold or pay any federal, state, or local income, social security, unemployment, and workers compensation taxes related to the work performed under this Agreement.

The ClearBox Strategies shall be responsible for all expenses incurred in performing duties under the Statement of Work unless otherwise agreed to in the Statement of Work.

Client shall reimburse ClearBox Strategies for only such travel and other expenses as have been authorized in advance in writing and included as a part of the Statement of Work. Reimbursement for all other travel or expenses is not authorized. Local travel is not authorized for reimbursement. Local travel is within a 50-mile radius of the ClearBox Strategies’s business. In addition, Client does not reimburse the ClearBox Strategies for administrative expenses such as postage, photocopying, secretarial support, telephone calls, etc., unless otherwise agreed to in writing by Client.

5. CONFIDENTIAL INFORMATION/NON-DISCLOSURE

During the course of such Services, ClearBox Strategies may be exposed to confidential and proprietary information including but not limited to products, processes, technologies, innovative concepts, customer information, processing capabilities, and information which may be of a personal nature and other valuable personal identity information designated as confidential expressly or by the circumstances in which it is provided (collectively “Confidential Information”).

Confidential Information does not include (i) information already known or independently developed by the recipient; (ii) information in the public domain through no wrongful act of the recipient, or (iii) information received by the recipient from a third party who was free to disclose it; (iv) information disclosed to a third party by the owner without restriction.

It is agreed that Confidential Information shall not be revealed or disclosed to any third party at any time, except as may be authorized in writing by an officer or authorized representative of the party that is the proprietary owner of the Confidential Information, or when such disclosure is required by law, subject to the receiving Party giving prior notice to Client to allow it to seek protective or other court orders. Each party receiving Confidential Information hereby agrees that it shall not use, commercialize, or disclose such Confidential Information to any person or entity, except to the individuals having a “need to know” (and who are themselves bound by similar nondisclosure restrictions).

In the event that the Receiving Party or its Agents become legally compelled to disclose any of the Confidential Information, the Receiving Party shall use its best efforts to promptly notify the other party and provide reasonable cooperation to Client in connection with its efforts to lawfully avoid or limit disclosure and preserve the confidentiality of the Confidential Information in such circumstances.

Both parties acknowledge and agree that the unauthorized disclosure of Either Party's Confidential Information could cause harm and significant injury to the other, which may be difficult to ascertain. Client nor ClearBox Strategies makes no warranty or representation as to the accuracy or completeness of any information provided to the Receiving Party hereunder, provided that neither party shall knowingly provide any false or misleading information to the other. Upon termination of this Agreement or at the request of the Disclosing Party, the Receiving Party shall immediately return all Confidential Information and copies thereof, or shall immediately destroy all copies of such, and shall furnish proof of their destruction if requested.

Protection of Trade Secrets. Without the prior written consent of Client, ClearBox Strategies shall not directly or indirectly disclose or use at any time, either during or subsequent to ClearBox Strategies’s consulting arrangement with Client, any trade secrets, know-how, or any other secret or confidential information, knowledge or data of Client (“Confidential Information”). Such Confidential Information shall include, but not be limited to, customer and supplier lists, product designs, engineering drawings, and computer programs.

Upon termination of this Agreement, or any time prior thereto upon request of Client, ClearBox Strategies shall promptly return all property and all Confidential Information which are in ClearBox Strategies’s possession or under ClearBox Strategies’s control, including all materials which incorporate such Confidential Information.

6. COLLABORATIVE onboarding

Client acknowledges that ClearBox Strategies provides onboarding and consulting services as collaborative professional engagements. Successful completion of services depends upon active participation by both ClearBox Strategies and Client throughout the engagement. While ClearBox Strategies is responsible for delivering the contracted services, Client participation, including timely communication, decision-making, approvals, platform access, attendance at scheduled meetings, and the delivery of requested information is essential to successful onboarding.

ClearBox Strategies shall not be responsible for delays resulting from Client's failure to provide requested information, approvals, access, or participation.

Client agrees to actively participate throughout the onboarding process and acknowledges that timely participation is a material obligation under this Agreement. Client responsibilities include, but are not limited to, attending scheduled onboarding meetings; designating appropriate decision-makers to participate in project discussions; providing requested system access, credentials, branding assets, documentation, project materials, and onboarding data; reviewing and approving deliverables in a timely manner; completing assigned action items between meetings; and communicating scheduling conflicts, anticipated delays, or changes that may impact the onboarding timeline as early as reasonably possible.

ClearBox Strategies shall be entitled to rely upon the accuracy and completeness of information, documentation, credentials, approvals, and data provided by Client. ClearBox Strategies shall not be responsible for delays, errors, or additional work resulting from incomplete, inaccurate, or outdated information supplied by Client.

Failure to fulfill these responsibilities may delay onboarding, affect the timely delivery of project milestones, and limit ClearBox Strategies's ability to complete the Services within the onboarding timeline or scope outlined in the applicable Statement of Work.

onboarding meetings are scheduled to support ongoing project progress and are intended to review completed work, confirm priorities, gather required decisions, identify outstanding action items, and prepare for upcoming onboarding phases.

Unless otherwise specified in the applicable Statement of Work, meeting frequency shall be determined during project kickoff. Clients are expected to maintain a consistent recurring meeting schedule whenever possible. Scheduled meetings are considered part of the contracted onboarding services. onboarding meetings are intended to review progress, confirm decisions, and identify next steps. Unless otherwise agreed in writing, they are not intended to be used for completing onboarding work live during the meeting.

Each scheduled onboarding meeting counts toward the meetings included within the applicable Statement of Work, regardless of whether Client attends. If Client cannot attend a scheduled meeting, Client should notify ClearBox Strategies as early as reasonably possible. ClearBox Strategies will make reasonable efforts to accommodate scheduling adjustments based upon availability.

Following a missed meeting, ClearBox Strategies may provide written communication summarizing completed work, outstanding action items, and any information required from Client before onboarding can continue.

Repeated missed meetings or extended periods of inactivity may delay project completion and may result in the suspension of future onboarding meetings until Client is prepared to actively re-engage.

7. onboarding PHASES

ClearBox Strategies utilizes a structured onboarding methodology consisting of sequential project phases, each of which includes responsibilities for both ClearBox Strategies and Client. To maintain project momentum and deliver Services within the agreed onboarding timeline, each phase is completed according to the onboarding schedule established for the engagement. If Client does not provide required information, approvals, access credentials, onboarding materials, or other requested items during the applicable phase, ClearBox Strategies may complete all work reasonably possible using the information available, provide written or recorded guidance for any outstanding items, consider the current onboarding phase complete, and continue onboarding according to the remaining project schedule.

Any work that cannot be completed due to unavailable Client information, delayed approvals, or outstanding action items may require additional onboarding services, a revised onboarding timeline, or a Change Order if completed after the original onboarding engagement.

8. SCOPE CHANGES & CHANGE ORDERS

The Services provided under this Agreement are limited to those expressly described in the applicable Statement of Work. Any request that materially expands or changes the agreed-upon scope of work may require a written Change Order or an additional Statement of Work before ClearBox Strategies begins the requested work. Out-of-scope services may include, but are not limited to, additional onboarding meetings, consulting or strategy sessions, workflow or automation development, reports or dashboards, integrations, data migration, user training, requests arising from changes to Client's business requirements after onboarding has begun, or rework resulting from Client-requested changes following approval of previously completed work. ClearBox Strategies reserves the right to decline or defer requests that fall outside the agreed scope until the parties have executed an appropriate Change Order or other written agreement.

Should Client request Services beyond those included in the applicable Statement of Work, ClearBox Strategies may provide such Services under a separate Statement of Work, Change Order, hourly consulting agreement, or other written agreement, and such Services shall be billed at ClearBox Strategies's then-current rates unless otherwise agreed to in writing by the parties.

9. THIRD-PARTY PLATFORMS

Many of the Services provided under this Agreement involve the use of third-party software platforms, applications, and integrations, including but not limited to HubSpot and other technology providers. Client acknowledges that ClearBox Strategies does not own or control these third-party platforms and is not responsible for service outages, software defects, API limitations, changes to functionality, discontinued features, pricing changes, or delays resulting from third-party systems or vendors. ClearBox Strategies will make commercially reasonable efforts to adapt onboarding recommendations when changes to third-party platforms affect the Services; however, Client acknowledges that onboarding recommendations may change over time as third-party platforms evolve and release new functionality.

10. PROJECT SUSPENSION AND ABANDONMENT

ClearBox Strategies strives to maintain a consistent onboarding schedule throughout each engagement. However, because successful onboarding depends upon active collaboration between ClearBox Strategies and Client, ClearBox Strategies reserves the right to temporarily suspend onboarding activities if Client is unable to actively participate in the onboarding process. Circumstances that may result in a suspension include, but are not limited to, repeated missed onboarding meetings, failure to provide requested information, approvals, system access, or onboarding materials, extended periods of non-responsiveness, non-payment of invoices, or Client-requested pauses in onboarding. During any period of suspension, ClearBox Strategies is not obligated to reserve onboarding resources, recurring meeting times, or project capacity. Upon resumption of Services, onboarding timelines and meeting schedules may be adjusted based on ClearBox Strategies availability and the remaining scope of work.

Suspension does not constitute termination of this Agreement.

If ClearBox Strategies is unable to continue onboarding due to Client inactivity, repeated missed meetings, failure to provide required information or materials, or a lack of communication for a period of fifteen (15) consecutive calendar days after reasonable attempts to re-establish contact, ClearBox Strategies may deem the project abandoned. In such cases, ClearBox Strategies may close the project, release reserved onboarding resources, cancel future scheduled meetings, and require a revised onboarding schedule, Change Order, additional onboarding fees, or a new Statement of Work before Services resume. Project abandonment shall not relieve Client of its obligation to pay for Services performed, time reserved, or other amounts due under the applicable Statement of Work. Suspension or abandonment of a project does not pause or extend the original onboarding period unless otherwise agreed to in writing by ClearBox Strategies.

11. TERMINATION

Either party may terminate this Agreement by providing thirty (30) days' prior written notice to the other party, provided that such notice shall not be given within the first thirty (30) days following the Effective Date of this Agreement unless otherwise permitted herein.

Notwithstanding the foregoing, ClearBox Strategies may terminate this Agreement immediately upon written notice if Client materially breaches this Agreement, including, but not limited to, failure to make required payments, failure to fulfill material obligations under this Agreement or the applicable Statement of Work, refusal or inability to provide information, approvals, access, or participation reasonably necessary for ClearBox Strategies to perform the Services, or any other action or inaction that materially prevents ClearBox Strategies from completing the Services.

Client may terminate this Agreement immediately upon written notice if ClearBox Strategies materially breaches this Agreement, including failure to perform the Services described in the applicable Statement of Work, and fails to cure such breach within a reasonable period after receiving written notice from Client.

Termination of this Agreement shall not affect either party's rights or obligations that accrued prior to the effective date of termination, including Client's obligation to pay ClearBox Strategies for Services performed, onboarding time reserved, or other amounts due under the applicable Statement of Work. If onboarding has been suspended or a project has been deemed abandoned pursuant to this Agreement, ClearBox Strategies reserves the right to require a revised onboarding schedule, Change Order, additional onboarding fees, or a new Statement of Work before Services resume.

12. INTELLECTUAL PROPERTY

ClearBox Strategies shall retain all rights to pre-existing ideas, processes, procedures, and materials used by ClearBox Strategies in developing or providing products and/or services to Client.

ClearBox Strategies warrants that the Intellectual Property and products ClearBox Strategies will produce, shall be original and shall not infringe any third party’s patents, trademarks, trade secrets, copyrights, or other proprietary rights. To the extent that ClearBox Strategies is required to incorporate a third party’s proprietary materials into the Intellectual Property and products ClearBox Strategies produces for Client,

ClearBox Strategies shall obtain all authorizations necessary for such incorporation and shall obtain such permissions as are required by Client to allow Client to fully exploit the Intellectual property and products produced by ClearBox Strategies.

13. OWNERSHIP OF PREPARED INFORMATION

All technical or business information, in whatever medium or format, including but not limited to, data, specifications, drawings, records, reports, Statement of Works, software and related documentation, inventions, concepts, research or other information (herein collectively referred to as “Information”), originated or prepared by or for ClearBox Strategies (either solely or jointly with others) in contemplation of, or in the course of, or as a result of services performed hereunder, shall be promptly furnished to Client if such information was prepared solely for the Client. Any work as listed above created by the ClearBox Strategies of its own accord that benefits the client shall benefit the client for the duration of this agreement and any extensions. All such Information shall be deemed “Confidential Information; subject to the terms and conditions set forth herein.

If such information includes material previously copyrighted or patented by ClearBox Strategies and not originally prepared hereunder, ClearBox Strategies hereby grants to Client an unrestricted, royalty-free license to copy, and use for its own purposes such information.

14. INDEMNIFICATION

To the fullest extent permitted by law, ClearBox Strategies shall indemnify Client, hold it harmless, and defend and protect it from and against any and all loss, damage, liability, judgment, claim, cost or expense (specifically including reasonable attorneys’ fees and other costs and expenses of investigation and defense), of any sort, resulting from injury or damage of any sort to any person or entity, arising out of or in connection with ClearBox Strategies’s performance under this Agreement, including the performance of any other party for whom ClearBox Strategies is responsible under this Agreement. ClearBox Strategies’s obligations under this Section apply to claims or demands alleging violation of copyright, trademark, trade name or other intangible property rights.

15. LIMITATION OF LIABILITY

NEITHER PARTY SHALL BE LIABLE TO THE OTHER PARTY FOR SPECIAL, INDIRECT, CONSEQUENTIAL, OR INCIDENTAL LOSSES OR DAMAGES OF ANY KIND OR NATURE WHATSOEVER, INCLUDING BUT NOT LIMITED TO LOST PROFITS, LOST RECORDS OR DATA, LOST SAVINGS, LOSS OF USE OF FACILITY OR EQUIPMENT, LOSS BY REASON OF FACILITY SHUT-DOWN OR NON-OPERATIONS OF INCREASED EXPENSE OF OPERATIONS, OR OTHER COSTS, CHARGES, PENALTIES, OR LIQUIDATED DAMAGES, REGARDLESS OF WHETHER ARISING FROM BREACH OF CONTRACT, WARRANTY, TORT, STRICT LIABILITY OR OTHERWISE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH LOSS OR DAMAGE OR IF SUCH LOSS COULD HAVE BEEN REASONABLY FORESEEN. THE PARTY’S’ LIABILITY FOR DAMAGES HEREUNDER AND UNDER ANY SERVICE WORK ORDER, REGARDLESS OF THE FORM OF ACTION, SHALL NOT EXCEED THE TOTAL AMOUNT PAYABLE TO ClearBox Strategies UNDER THIS AGREEMENT.

16. WARRANTY OF SERVICES

ClearBox Strategies agrees that services shall be performed hereunder in a professional and workmanlike manner and that the Intellectual Property and products ClearBox Strategies provides to Client shall meet the requirements set forth on the attached Statement of Work.

ClearBox Strategies further warrants that ClearBox Strategies has all rights to enter into this Agreement and that there are no impediments to ClearBox Strategies’s execution of this Agreement or ClearBox Strategies’s performance of services hereunder.

​

17. ASSIGNMENT

This Agreement and ClearBox Strategies’s rights and obligations shall not be assignable, in whole or in part, by ClearBox Strategies without the prior written consent of Client. As ClearBox Strategies is doing business as a corporation, any change in ownership is not an “assignment under this provision.” Any assignment without Client’ consent is void.

18. GOVERNING LAW

This Agreement shall be construed and enforced in accordance with the laws of the State of Tennessee without reference to that body of law governing conflicts of law.

19. SEVERABILITY

The parties recognize the uncertainty of the law with respect to certain provisions of this Agreement and expressly stipulate that this Agreement shall be construed in a manner that renders its provisions valid and enforceable to the maximum extent possible under applicable law. To the extent that any provisions of this Agreement are determined by a court of competent jurisdiction to be invalid or unenforceable, such provisions shall be deleted from this Agreement or modified so as to make them enforceable and the validity and enforceability of the remainder of such provisions and of this Agreement shall be unaffected.

20. FORCE MAJEURE

Neither party shall be liable for any failure to perform under this Agreement when such failure is due to causes beyond that party’s reasonable control, including, but not limited to, acts of state or governmental authorities, acts of terrorism, natural catastrophe, fire, storm, flood, earthquakes, accident, strikes, and prolonged shortage of energy. In the event of such delay the date of delivery or time for completion shall be extended by a period of time reasonably necessary to overcome the effect of any such delay.

21. ENTIRE AGREEMENT

This Agreement inclusive of the attached Statement of Work(s) embodies the entire agreement between the undersigned parties and supersedes all prior contracts, representations, negotiations, or letters, whether written or oral, regarding the subject matter hereof. The parties shall not be bound by or liable for any statement, representation, promise, inducement, or understanding of any kind not set forth in this Agreement.

No statement or writing subsequent to the date of execution of this Agreement purporting to modify or add to the terms and conditions hereof shall be binding unless consented to in writing by duly- authorized procurement representatives of ClearBox Strategies, Inc. and the client in a document making specific reference to this Agreement.

ClearBox Strategies Fulfillment Policy 

These policies will aid users in determining how ClearBox Strategies, Inc. DBA ClearBox Strategies (hereafter ClearBox) fulfills orders and payments.

The following terminology applies to these Terms and Conditions, Privacy Statement and Disclaimer Notice, and all Agreements: "Client," "You,” and “Your” refer to you, the person on this website and compliant to the Company’s terms and conditions, either therein or in a separate written contract. “The Company," "Ourselves," "We," "Our,” and "Us" refer to our company. "Party," "Parties," or "Us" refers to both the client and ourselves. All terms refer to the offer, acceptance, and consideration of payment necessary to undertake the process of our assistance to the client in the most appropriate manner for the express purpose of meeting the client’s needs in respect of the provision of the company’s stated services, in accordance with and subject to the prevailing laws of the State of Tennessee. Any use of the above terminology or other words in the singular, plural, capitalization, and/or he/she/they are taken as interchangeable and therefore as referring to the same. 

Fulfillment Policy 

At ClearBox, we ensure that the services we provide are satisfactory. Customer satisfaction is our utmost priority, as we take all complaints about the services we render very seriously. This Fulfillment Policy (the “Policy”) informs you about our delivery policy and the rules and guidelines relating to the refunds for services purchased from our company. Please read this policy carefully to understand your rights and understand the requirements for the refund. Our services are billed in U.S. dollars.

Delivery Policy 

At ClearBox, we sell digital marketing services. We deliver our services to clients via electronic and telephonic means pursuant to our client’s requests. 

Refunds 

We may offer returns under the following conditions: 

• If the service has not been performed or begun at all during the term of our contract. 

Exceptions 

Notwithstanding other provisions of this policy, we may refuse to grant returns or refunds if: 

• You received what you ordered but simply changed your mind about the service.
• You were aware or notified of the problems with the service before making the purchase.
• You did not like your purchase or realized you had no use of it.
• You received the service/product and failed to make a report within 7 days from the date of the receipt

Return Policy 

At ClearBox, we sell digital marketing services. No returns can be made, but in some limited circumstances we offer refunds. Our refund policy has been explained above.

Cancellation Policy 

The following are to note: • Once a contract with ClearBox has been signed, cancellations are not permitted.

Project Abandonment 

If after repeated attempts by ClearBox to begin service, continue service, or finalize the delivery of the services, the client fails to participate or becomes otherwise unresponsive to ClearBox’s requests and such continues for a period of fifteen (15) days, the project will, at the option of ClearBox, be abandoned, whereupon ClearBox may reduce any refund for the services to the client to zero, and the client hereby provides its agreement to such forfeiture of any amounts of the fees that have been paid by the client for the services as purchased or as described in the original agreement, wherever applicable. 

Administrative Fee 

The following are to note: 

• All refunds are subject to 15% administrative fee charges.

How to make a complaint 

If you are dissatisfied with the service provided to you and you are eligible for a refund under this policy, you must send an email to service@clearboxstrategies.com stating your complaints, and we will immediately verify your complaints. Refunds are issued solely at our discretion, as they may be accepted or rejected.

Contact Us & Customer Service 

Service Contact Details For enquiries or comments regarding this Policy, customers may visit: https://clearboxstrategies.com/contact, email service@clearboxstrategies.com, telephone +1 (423) 564-5950, or by regular mail at 600 Republic Tower, 633 Chestnut St, Chattanooga, TN 37450

We are excited to work with you and are 100% focused on creating a strong relationship with you as we help you develop a marketing engine that gets you results.

As we’ve worked with clients over the years, we’ve learned what works well to support project success. This document identifies the way we work with clients and what we’ll need from you.

Copy, Revisions, and Approvals

Background Materials Supplied by You:

The copy and content we write is based primarily on background material provided by you, the client.

Depending on our project, helpful materials for you to send us include items like brochures, product and service information, back issues of newsletters, market research studies, testimonials from satisfied clients, complaint letters, examples of competitors’ materials, etc.

We may also conduct interviews with you, your employees, or other members of your team as required to develop premium content offers and inbound campaign blog posts.

If you need us to do extensive research outside of the materials you provide in order to create original content, there may be an additional fee to be quoted separately. If we see that additional fees are necessary, we’ll quote them to you and get approval prior to spending your money.

Background material that you send to us in preparation for the project will not be returned to you unless specific arrangements have been made in writing prior to the project.

Reviews and Approvals:

We will send workflows, sequences, email content, chatbots, forms and other content to you for approval.

We request that you review the copy and let us know of any changes or revisions within that timeframe; if we don’t hear back from you, we will publish the blog as scheduled.

Edits and Revisions:

Your project or retainer fee includes one standard revision and two minor revisions, unless the revision is based on a change in the assignment made after copy is submitted (which requires a Change Order).

     Turnaround time for minor revisions is 2-3 business days
     Turnaround time for major revisions is 7-10 business days

If additional revisions are needed for either copy or concepts, an additional fee may apply.

Change Orders

If a change of direction requires significant additional hours, a Change Order will be issued to amend the original agreement, based on the new direction.

If changes in concept direction, format, or content come after strategy, copywriting, and/or design have been completed, a Change Order will be issued and updated strategy or rewriting will be charged at an additional fee.

Copy Legality

Every effort will be made to make your copy comply with the law. However, it is your responsibility to submit all copy for legal review if needed.

You are also responsible for final proofreading of all the copy. We have multiple eyes review your copy before we ever send it to you, but we’re human, too. You have the final review, so when we receive approval back from you, we take that to mean it is exactly how you want it.

You are absolutely indemnifying ClearBox Strategies from any and all losses, claims, damages, and liabilities, which may arise from the use of the work, including but not limited to any and all instances of inclusion or omission.

Meetings

Meeting Logistics:

Weekly and Monthly meetings are by telephone or ZOOM conference (great for screen shares); once a quarter, we will invite you to come to our office for an in-person meeting.

For our phone meetings, we will call you at our prearranged time; we’ll ask you for the best number to reach you at the time we schedule our meetings.

For video meetings, we’ll send you a calendar invite with the login link at the time the meeting is scheduled. Please add the meeting to your calendar so you will have the link when the time comes.

Meeting Start and End Times:

To support our effective working relationship, our meetings are designed to start and end on time. If we’re in the middle of something at the end of our scheduled time, we’ll assess at that time whether we’ll run late, resume during the next scheduled call, or use email to reach completion.

If You’re Running Late for a Meeting:
If you are not available to begin promptly at our scheduled meeting start time but are still able to begin before our scheduled meeting end time, we will use whatever minutes may remain; however, please understand that the meeting will still end at the designated time.

Meeting Reschedule Policy:

We firmly believe that good relationships are based upon understanding and communication. We respect your valuable time, and in return, we expect you to respect ours. Because the scheduling of a meeting involves reserving time specifically for you, we request a minimum notice of 48 business hours by email.

If you have an emergency, such as an illness or accident, and need to reschedule less than 48 business hours in advance, please let us know by email right away (if at all possible) and we will work with you to reschedule at a time that is convenient for all parties. Last minute cancellations may result in rescheduling fees.

If we have planned a significant event with you – such as a photo or video shoot – we ask that you are fully prepared and on-time. Delaying or rescheduling an event such as this may result in additional costs to you for our time and effort in organizing required people and equipment. We appreciate your understanding and respect for our efforts on your behalf.

Contact Between Scheduled Meetings:

If you wish to connect with us in between scheduled meetings with a question, a challenge, a success, or an inquiry, please feel free to email us at any time. We will make every attempt to respond to your e-mail within one business day; we will also offer short touch-base phone calls if needed.

Problems, Concerns, or Questions:

We are 100% committed to your success. If you feel there is some part of our working relationship that isn’t supporting you the way you want or need, or if you want to clarify something, it is your responsibility to say so. We appreciate, respect, and value your honesty, and we will work with you to resolve the situation.