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Refund Policy

Effective Date: June 5, 2025

Last Updated: February 12, 2026

Thank you for choosing our services. We are committed to transparency, fairness, and high-quality delivery. This Refund Policy explains when refunds may be granted, how refund decisions are made, and the process for requesting one.

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By purchasing a service or digital product from us, you agree to the terms outlined below.

1. Definitions

For clarity throughout this policy:

  • “Services” includes consulting, implementation, training, project management, coaching, or any other professional work performed by our team.

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  • “Digital Products” includes templates, downloads, course materials, workbooks, toolkits, and any other electronically delivered items.

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  • “Completed Service” means work that has been performed, hours used, deliverables submitted, or sessions delivered.

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  • “Unused Services” means prepaid work that has not yet been scheduled, delivered, or initiated.

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  • “Third‑Party Services” refers to tools, software, contractors, or vendors not owned or controlled by our company.

2. General Refund Policy

Refund requests must be submitted within 10 business days of purchase and must be submitted before work has begun. Once work has started, including planning, preparation, discovery, communication, or scheduling, refund eligibility may be limited. Refunds after work begins are granted only under the terms listed in the sections below.

3. Refunds for Unused Services

If you purchased a service package and work has not started, you may request a refund. Non refundable processing fees may apply.

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If work has begun but is not completed, refunds may be prorated based on the time already spent, deliverables created, or resources allocated to your project.

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Completed portions of work are non-refundable.

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Approved refunds are issued to the original payment method within 7 to 10 business days.

4. Rescheduling and Appointment Policies

Clients may reschedule sessions with at least 24 hours of notice.

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Sessions rescheduled with fewer than 24 hours of notice may be counted as used and may not be refundable.

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A missed appointment without notice is considered a completed session and is non refundable.

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If multiple reschedules occur, additional fees may apply or new sessions may need to be purchased.

5. Satisfaction and Quality Assurance

Client satisfaction is very important to us. If you have concerns about work that has been delivered, notify us within 5 business days.

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We may offer one of the following options after reviewing your concern:

  • Revisions or adjustments

  • Additional consultation time

  • Partial refund for the portion of work that is not completed

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Refunds are not issued for completed work or based solely on personal preference if agreed upon deliverables were provided as described.

6. Non Refundable Items

The following items are not eligible for refunds under any circumstances:

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  • Digital products once downloaded or accessed

  • Completed sessions, workshops, or training

  • Strategy sessions, assessments, or discovery services

  • Administrative or onboarding fees

  • Retainers for which any work has already started

7. Digital Product Refunds

All digital product sales are final.

 

Because digital items cannot be returned, no refunds will be issued once the product has been accessed or delivered. If you experience technical issues, we will assist you with access or re delivery.

8. Third Party Services

We are not responsible for issues caused by third party platforms or tools. This includes delays, outages, errors, or limitations created by systems that we do not own or control.

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Refunds cannot be issued for items or services that are managed by third party providers.

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All third party terms may override this policy.

9. Subscriptions or Retainer Services

If you subscribe to ongoing monthly or retainer-based services:

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  • Cancellations must be submitted at least 10 business days before the next billing cycle.

  • Partial months are not refundable.

  • If work begins during a billing period, that period is considered used and is non-refundable.

10. Chargebacks and Billing Disputes

Before initiating a chargeback, you agree to contact us to allow an opportunity for resolution.

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Please provide documentation related to your concern and allow reasonable time for us to review the matter.

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Unauthorized chargebacks may result in the suspension of services and may result in the outstanding balance being sent to collections.

11. Limitation of Liability

Although we strive to deliver high quality professional work, we do not guarantee specific business outcomes, performance results, or revenue improvements.

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Our maximum liability for any claim related to our services will not exceed the total amount paid for the specific service or product in question.

12. How to Request a Refund

To request a refund, email us at: consulting@optimizing360.com

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Please include:

  • Your full name

  • Date of purchase

  • Services or product purchased

  • Reason for requesting a refund

  • Any supporting documentation

 

We will respond within 5 to 7 business days.

13. Changes to This Policy

We may update this Refund Policy from time to time. Updates are effective immediately upon posting on our website.

14. Contact Information

If you have questions about this Refund Policy, or would like to discuss a refund or cancellation, please contact:

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Optimize 360 Consulting
Email: consulting@optimizing360.com 
Website: https://www.optimizing360.com

Phone: (909) 206-4047

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