The Endorsement Strategy: Terms of Purchase
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These Terms of Purchase form an agreement between Ultimate Client Strategy and the buyer of The Endorsement Strategy.
1. Course Access and Materials
The Endorsement Strategy is a self-paced online course. Each module unlocks after the quiz in the previous module is completed. Buyers are encouraged to finish within three months, but may move at their own pace.
Founders retain access to the self-paced course and its updates for life. For all buyers, access to the self-paced course continues for as long as Ultimate Client Strategy ("Company") continues to offer the course, regardless of the platform on which it is hosted. If Company retires the course, it will give at least one month's notice. Buyers must download any downloadable materials before the retirement date. Course videos are not downloadable.
Buyers may use and share course materials internally within their own business, including with employees, team members, and independent contractors working on the buyer's behalf. Contractors may use the materials only for the buyer's business, not for their own businesses or other clients. Materials may not be sold, resold, published, or distributed outside the buyer's business.
Course logins, course videos, and live session recordings are for the individual purchaser only and may not be shared. Course videos and live session recordings cannot be downloaded.
2. Live Group Office Hours
The purchase includes 3 months of live group office hours with Lisa, held twice a month for 60 minutes each. Buyers will be notified of dates and times inside the course portal.
If Lisa needs to reschedule a session, she will notify buyers as soon as possible with a new date and time. Buyers who miss a session because of a rescheduling by Lisa will not lose that session. Lisa will offer another date and time for them to attend.
Live group office hours run on one continuing schedule open to all buyers. Founders' three months begin January 12, 2027. Non-founders' three months begin on their purchase date. Founders' live group access ends on April 12, 2027, and non-founders' live group access ends three months after their purchase date. At that point, buyers lose access to live group office hours unless they purchase a continuation under Section 5. Attendance is optional.
3. Recordings and Privacy
Live group sessions may be recorded and made available in a private educational vault to current and future students of the course. By attending, the buyer consents to being recorded and to the recording being stored in that vault.
Recordings will not be used publicly for marketing without separate, express permission from the person recorded.
Buyers agree to protect the identities of other people in the sessions. Buyers may identify themselves and their own businesses, but may not disclose identifying information about any other participant, client, or third party.
4. Optional Private Sessions
Buyers may purchase an optional private package of three one-hour sessions with Lisa.
Founders for the January 12, 2027 cohort: all three sessions must be scheduled and held within 180 days of January 12, 2027, which is by 11:59 p.m. Eastern Time on July 11, 2027.
Non-founders: all three sessions must be scheduled and held within 180 days of the purchase date.
Unused sessions after the applicable deadline may be forfeited and are non-refundable. Company will decide any exceptions on a case-by-case basis.
A 48-hour cancellation and rescheduling policy applies. Requests must be received at least 48 hours before the scheduled session. A session cancelled or rescheduled with less than 48 hours' notice may be forfeited and is non-refundable. Company will decide any exceptions on a case-by-case basis.
If Lisa needs to reschedule, the buyer will not lose a session because of her change, and the buyer's deadline will be extended if her scheduling changes prevent timely completion.
5. Continued Group Support
An additional 9 months of live group support may be purchased after the initial 3 months. There are no automatic renewals. Buyers must choose to purchase any continuation.
Founders: the continuation may be purchased within 30 days after the founders' initial 3 months end, which is by May 12, 2027. If purchased, access begins April 12, 2027 and ends at 11:59 p.m. Eastern Time on January 12, 2028, to confirm.
Non-founders: an additional 9 months of live group support may be purchased for $873, as described above. Non-founder prices may change at any time.
6. Founders Window and Cohort Dates
Founders pricing is available from December 1, 2026 through 11:59 p.m. Eastern Time on January 12, 2027.
The Founders for January 12, 2027 Cohort opens on January 12, 2027. The founders offer closes when the cohort opens. Purchases made after that time are non-founder purchases, and the non-founder terms in this agreement apply.
The founders terms in this agreement apply only to purchases made during the founders window.
7. Payment
In exchange for access to the course and its live support, the buyer agrees to pay the price shown at checkout.
The buyer authorizes Company to charge the buyer's credit or debit card for the purchase and for any payment plan installments, as shown at checkout.
If a payment is late or fails, Company may suspend the buyer's access until the balance is paid. Company may also pursue any available remedies to collect the balance owed.
8. Satisfaction Guarantee and Refunds
Every buyer has 14 days to request a full refund if they are unhappy with the course. The refund applies regardless of how much of the course has been completed. The 14-day deadline depends on whether the buyer is a founder or a non-founder, as set out below.
Founders (January 12, 2027 cohort): the 14 days start when the cohort opens on January 12, 2027. The refund request must be received by 11:59 p.m. Eastern Time on Tuesday, January 26, 2027.
Non-founders: the 14 days start on the purchase date. The refund request must be received by 11:59 p.m. Eastern Time on the 14th day after the purchase date.
Refund requests must be sent by email to [email protected]. The date and time shown on the email's timestamp when it is sent controls.
A refund ends the buyer's course access and live group support. If the buyer purchased a private session package and has not used any sessions within the 14-day period, that package will also be refunded in full. If the buyer has used one or more sessions within the 14-day period, Company will decide any package refund on a case-by-case basis.
9. Conduct, Cancellation, and Ending Access
Buyers agree to follow the policies of the video conferencing platform used for live sessions, which are incorporated here by reference. Buyers must keep live sessions free of harassment, including sexual advances, threats, bullying, name-calling, and repeated unwanted messages. Disruptive behavior may result in removal from live sessions, and removal for such behavior is not refundable.
Buyers may not cancel payment plan installments except through a refund under Section 8.
Company may end a buyer's access for breach of these terms, including misuse of course materials or failure to pay, without refund unless required by law.
10. Intellectual Property
Company owns all course content, including text, guides, worksheets, graphics, logos, images, downloads, and other materials. Buyers' participation does not transfer any intellectual property rights to them.
Company grants the buyer a single-use, non-exclusive, non-transferable, revocable license to use the course content as described in Section 1.
No master resell rights or personal label rights are granted. The buyer may not reproduce, sell, or create derivative works of the course content.
11. Disclaimers, Liability, and Indemnification
The Endorsement Strategy provides education and information. It is not legal, financial, or other professional advice, and interactions with instructors are not professional advice. Buyers agree to consult qualified professionals before acting on any information from the course.
Company makes no guarantee that any buyer will achieve a particular result, such as a specific number of endorsements, clients, or revenue. The course content and live sessions are provided as is, without warranty of any kind, to the fullest extent permitted by law.
To the extent permitted by law, Company's liability to the buyer is limited to the amount the buyer paid for the course. Company is not liable for indirect, consequential, special, or incidental damages.
The buyer agrees to indemnify and hold Company harmless from claims arising from the buyer's use of the course, the buyer's own content or postings, or the buyer's violation of these terms or of any law.
Neither party is liable for delays or failures caused by events beyond its reasonable control, including acts of God, war, government action, epidemic, power or telecommunications outages, and similar events.
12. Governing Law, Disputes, and General Terms
Before starting any formal claim, the buyer and Company agree to first try to resolve the dispute by email.
These terms are governed by the laws of the State of Florida. Any claim that cannot be resolved by email will be decided by binding arbitration. The arbitration will be held virtually, by video conference or telephone, unless both parties agree in writing to hold it in person in Miami-Dade County, Florida. Any judgment on the award may be entered in the courts of Miami-Dade County, Florida.
Company may update these terms. Updated terms will be posted on Company's website, and buyers will be notified of material changes. Changes do not apply retroactively to a purchase already made.
The buyer may not assign this agreement without Company's written consent.
The Privacy Policy at https://www.ultimateclientstrategy.com/privacy-policy is incorporated into this agreement. The buyer acknowledges it at checkout.
If any provision is found invalid, the remaining provisions remain in effect.
13. Relationship to Website Terms
These Terms of Purchase apply to every purchase of The Endorsement Strategy. If these Terms of Purchase conflict with Ultimate Client Strategy's general website Terms & Conditions, these Terms of Purchase control for the course purchase.
The buyer accepts both these Terms of Purchase and the website Terms & Conditions at checkout. The website Terms & Conditions continue to apply to all other use of the website and its services.
