2026 Business Planning Session
SolveCXO Terms and Conditions
1. Overview
By purchasing a 2026 Business Planning Session (“the Service”) from SolveCXO LLC (“we,” “us,” or “our”), you (“Client” or “you”) agree to the following Terms and Conditions. These terms govern all online purchases and related communications regarding the Service.
2. Service Description
The Service includes a private, on-site business planning engagement consisting of:
- One (1) pre-session discovery call (approximately 30 minutes)
- One (1) on-site half-day planning session (approximately 4 hours)
- SolveCXO 2026 Planning Workbook
- Delivery of a post-session summary and roadmap within 5 business days
Additional services (such as follow-up accountability sessions) may be available as add-ons.
3. Booking and Payment
- Full payment is required at the time of booking to confirm your session.
- Payment may be made through our online payment platform (e.g., Stripe, PayPal, or QuickBooks).
- Prices listed on our website are in U.S. dollars and subject to change without notice prior to booking.
- Once your payment is received, you will be contacted within 3 business days to schedule your pre-session discovery call and confirm your session date.
4. Location and Travel
- The on-site session is available within in or around Fargo/Moorhead, Detroit Lakes and Fergus Falls at the standard rate.
- Engagements beyond that radius may include an extended travel fee or be converted to a virtual session upon mutual agreement.
- Client agrees to provide a suitable meeting space for the on-site session (conference or meeting room setting recommended).
5. Rescheduling and Cancellations
- You may reschedule your session up to 7 days before your scheduled date without penalty.
- Cancellations made within 7 days of the scheduled session may incur a 25% fee to cover preparation and scheduling costs.
- SolveCXO reserves the right to reschedule sessions in the event of unforeseen circumstances (e.g., illness, travel disruption). In such cases, all efforts will be made to reschedule promptly at no additional cost.
6. Refund Policy
- All sales are considered final once the pre-session discovery call has been completed.
- Prior to that call, a full refund may be issued upon written request.
- No refunds will be provided for completed sessions.
7. Client Responsibilities
You agree to:
- Participate actively in the discovery call and session.
- Provide timely access and accurate business information necessary for facilitation.
- Ensure that all participating team members are available for the agreed session time.
8. Confidentiality
SolveCXO will treat all business information shared during the session as confidential.
Any materials, discussions, or findings will not be shared with third parties without your prior written consent, except as required by law.
9. Intellectual Property
All materials, frameworks, and templates provided during the session remain the intellectual property of SolveCXO LLC.
You are granted a non-exclusive, non-transferable license to use these materials internally within your business.
10. Limitation of Liability
SolveCXO’s total liability under these Terms, whether in contract or tort, shall not exceed the amount paid for the Service.
We do not guarantee specific business outcomes or financial results from the session.
11. Governing Law
These Terms are governed by the laws of the State of Minnesota, with venue in Otter Tail County.