Terms & Conditions + Client Agreement

Effective Date: January 1, 2026

Purpose of the Agreement

Charitoo AI Consulting Agency (“Agency”) provides consulting, AI-powered business solutions, and training (“Services”) to help business owners and lifelong learners automate repetitive tasks, simplify how they work, and maintain balance to prevent burnout.

By engaging our services, you (“Client”) agree to the terms and conditions outlined below. These terms are designed to protect both parties and ensure clarity, professionalism, and integrity throughout our working relationship.

1. Scope of Work

All services provided by Charitoo AI Consulting Agency are defined in the Client’s signed proposal, project brief, or invoice. The agreed scope includes only what is specified in those documents.

Any additional services or revisions outside of scope—such as added deliverables, design edits beyond agreed rounds, automation builds, or strategy sessions—will require a new agreement or change order and may include additional fees. All project timelines depend on the Client’s responsiveness, feedback, and submission of required assets and approvals.

2. Payment Terms

All payments are due as outlined in the invoice or proposal.

Deposits are non-refundable and required to secure the project start. Remaining balances must be paid in full prior to final delivery of files, credentials, or access links. Payment plans, if offered, must be approved in writing. Missed payments may cause suspension of services or additional fees. No refunds are issued once work begins, as all services are customized for each client.

Final deliverables remain the property of Charitoo AI Consulting Agency until all payments are received.

All invoices must be paid in full before project initiation unless a written payment plan has been approved. Deposits are non-refundable.

Payments are due as stated in the proposal or invoice. Missed or delayed payments may result in paused services or additional fees. Final deliverables will not be released until all balances are paid in full.

All sales are final and non-refundable due to the customized nature of our services, consulting, and training programs.

All invoices and fees must be paid in accordance with the agreed payment structure outlined in the proposal or invoice.

3. Intellectual Property & Ownership

All creative materials, concepts, templates, AI workflows, or digital systems produced by Charitoo AI Consulting Agency remain the intellectual property of Charitoo AI Consulting Agency until final payment is made.

Once paid in full, the Client receives limited rights to use completed deliverables for their own business purposes.

The Client may not copy, resell, distribute, or alter Charitoo AI Consulting Agency's proprietary materials, frameworks, templates, or systems for commercial or teaching use without prior written consent.

All AI-generated materials, automations, and frameworks remain licensed to the Client only for their intended business use.

4. Confidentiality & Non-Disclosure

Both parties agree to maintain strict confidentiality regarding any sensitive, proprietary, or business information exchanged during the project or consulting relationship.

Charitoo AI Consulting Agency will never share Client information, materials, or data without written permission unless legally required.

Charitoo AI Consulting Agency reserves the right to showcase completed, public-facing work (logos, websites, funnels, testimonials, etc.) for portfolio or marketing purposes unless the Client requests confidentiality in writing.

5. Non-Compete, Integrity & Team Protection

The Client, affiliates, and contractors agree not to replicate, resell, or teach Charitoo AI Consulting Agency’s proprietary frameworks, digital assets, or templates without written authorization.

The Client may not solicit or hire Charitoo AI Consulting Agency's contractors, designers, or virtual assistants directly during or up to twelve (12) months after the project or program concludes.

All former and active clients remain bound by these confidentiality and integrity clauses even after services end.

6. Cancellations & Rescheduling

For consulting sessions, 24–48 hours notice is required for rescheduling. Missed sessions without notice are forfeited and will not be rescheduled.

For automation projects, cancellations must be made in writing. Work completed up to the date of cancellation will be invoiced in full, and deposits are non-refundable.

In emergencies, Charitoo AI Consulting Agency will accommodate reasonable rescheduling requests on a case-by-case basis.

7. No Refund Policy

All payments made to Charitoo AI Consulting Agency are final and non-refundable.

Due to the customized nature of services, refunds cannot be issued once work has begun.

Consulting outcomes depend on the Client’s participation and implementation. Discontinuing early or failing to engage does not entitle the Client to a refund or credit.

8. Client Responsibility & Expectations

Charitoo AI Consulting Agency provides strategy, structure, and tools to help Clients grow, but success requires active participation and follow-through.

The Client agrees to:

Provide accurate information and timely feedback.Complete assigned tasks and implementation steps.Communicate respectfully and professionally.

Results may vary based on effort, market conditions, and readiness. Charitoo AI Consulting Agency cannot guarantee specific outcomes but is fully committed to providing expert guidance and professional support.

9. Right to Terminate Services

Charitoo AI Consulting Agency reserves the right to terminate or pause services if:

The Client fails to meet payment obligations. The Client becomes unresponsive for more than 14 days. The Client engages in disrespectful or disruptive behavior. Engages in conduct that disrupts the working relationship.

No refunds will be issued if services are terminated due to the Client’s actions or inactions.

10. Legal Disclaimer

Charitoo AI Consulting Agency's consulting, and digital services are provided for educational, strategic, and professional development purposes only. They are not substitutes for legal, medical, psychological, or financial advice. For matters requiring specialized expertise, Clients are encouraged to consult a licensed professional in their jurisdiction.

Charitoo AI Consulting Agency is not liable for business outcomes, client decisions, or results following the implementation of recommendations, templates, or strategies.

11. Limitation of Liability

Charitoo AI Consulting Agency is not responsible for any indirect, consequential, or incidental damages resulting from the use of services, tools, or materials.

In any event, the Agency’s total liability shall not exceed the total amount paid by the Client for the specific project or program in question.

12. Brand Use & Marketing Permission

By engaging Charitoo AI Consulting Agency, the Client grants permission for the Agency to display public project outcomes, testimonials, or screenshots for marketing and portfolio purposes, unless otherwise specified in writing.

Charitoo AI Consulting Agency will always present Client work respectfully and never disclose private or confidential details.

13. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of California, United States, without regard to conflict of law principles.

14. Acknowledgment & Acceptance

By booking a consultation, signing a proposal, or making payment, the Client acknowledges they have read, understood, and accepted these Terms & Conditions.

Continuing to work with Charitoo AI Consulting Agency constitutes full acceptance of this agreement.

15. SMS Communications & Consent

By providing your mobile phone number, you expressly consent to receive recurring automated marketing and informational text messages from Charitoo AI Consulting Agency. Consent is not a condition of any purchase.

SMS Use Cases: We send appointment confirmations, reminders, service updates, and customer support notifications.

Message Frequency & Rates: Message frequency varies. Message and data rates may apply.

Opt-Out & Support: You may opt out at any time by replying STOP to any message. For assistance, reply HELP or contact us at [email protected] or 1-916-883-0892.

Privacy Policy: Our data practices are governed by our Privacy Policy, which you can review here: https://go.charitooai.com/privacy-policy-page.

Prohibited Content: We strictly prohibit the use of SMS for content related to: Sex, Hate, Alcohol, Firearms, or Tobacco (SHAFT), or any illegal substances.

Carrier Liability: Carriers are not liable for delayed or undelivered messages.

Age Restriction: You must be 18 years of age or older to receive SMS communications.

Privacy Protection: Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

16. No Guarantee of Results

While Charitoo AI Consulting Agency provides expert guidance, tools, and strategies to help clients grow and succeed, results are not guaranteed. Success depends on the Client’s participation, implementation, and follow-through. The Agency is not responsible for business outcomes, financial gains, or losses resulting from the Client’s decisions or actions.