Terms of Service

These Terms of Service apply to paid services purchased from The Done List, including Strategy Audits and implementation engagements.

1. Services

The Done List provides business operations and strategy services for owner-led businesses. Services may include Strategy Audits, operational analysis, workflow and process design, implementation support, documentation, automation planning, and related advisory work.

The specific scope of any implementation engagement will be defined in the applicable proposal or Statement of Work.

2. Strategy Audit

The Strategy Audit is a 90-minute working session intended to identify structural sources of operational friction, owner-dependence, and priority areas for improvement.

Following the session, the client receives a 30-Day Done List Blueprint outlining identified priorities and recommended next steps.

Recommendations are based on the information available at the time of the Audit. The client remains responsible for business decisions and implementation choices.

3. Fees and Payment

Fees are due according to the terms presented at checkout or in the applicable proposal or Statement of Work.

The current Strategy Audit fee is $850 CAD.

Where applicable, the Strategy Audit fee may be credited once toward the first subsequent implementation engagement arising from that Audit. The credit is non-transferable, has no cash value, and applies only after the Strategy Audit has been completed.

Implementation fees, deposits, milestone payments, and payment methods will be set out in the applicable proposal or Statement of Work.

Third-party software, subscriptions, contractors, vendors, or other external costs are not included unless expressly stated.

4. Cancellation and Rescheduling

Strategy Audits are subject to The Done List’s Cancellation & Rescheduling Policy.

You may reschedule your Strategy Audit once at no charge with at least 48 hours’ notice.

Cancellations received at least 48 hours before the scheduled session are eligible for a refund, less any non-refundable payment-processing fees.

Cancellations made with less than 48 hours’ notice are non-refundable. In exceptional circumstances, a one-time rescheduling may be offered at The Done List’s discretion.

Missed appointments without prior notice are non-refundable. A new Strategy Audit must be purchased to schedule another session.

Late arrivals do not extend the scheduled end time of the session.

If The Done List needs to cancel or reschedule the session, the client may choose a new appointment time or receive a full refund.

Implementation engagements are subject to the cancellation and payment terms contained in their individual proposal or Statement of Work.

5. Client Responsibilities

Clients are responsible for providing accurate information and timely access to any people, systems, documents, accounts, or other resources reasonably required to perform the agreed work.

Clients are also responsible for reviewing deliverables and providing approvals or feedback within agreed timeframes.

Delays in client responses, access, approvals, or decisions may affect project timelines.

6. Scope Changes

Implementation work is limited to the scope defined in the applicable proposal or Statement of Work.

If new information or requests materially change the agreed scope, The Done List will identify the change before proceeding. Additional work may be deferred, removed, reprioritized, or quoted separately.

7. Professional Judgment and Results

The Done List provides strategy, operational analysis, and implementation support based on professional judgment and the information made available by the client.

No specific business, financial, revenue, time-saving, or operational outcome is guaranteed.

Clients remain responsible for decisions made within their business and for determining whether recommendations are appropriate for their circumstances.

8. Third-Party Platforms and Services

The Done List may recommend or assist with third-party software, tools, platforms, service providers, or contractors.

The Done List does not control those third parties and is not responsible for their availability, security, pricing, performance, terms, or future changes.

Unless otherwise agreed, the client is responsible for maintaining and paying for any third-party services used in their business.

9. Confidentiality

Information shared by a client in connection with an engagement will be treated as confidential and used only as reasonably necessary to provide the agreed services, subject to the Privacy Policy and any legal obligations.

The client agrees not to share confidential or proprietary information belonging to another party unless they are authorized to do so.

10. Intellectual Property

The client retains ownership of their pre-existing business information, materials, branding, and intellectual property.

Upon full payment, the client may use the client-specific deliverables created for them as part of the engagement.

The Done List retains ownership of its underlying frameworks, methods, templates, systems, diagnostic models, processes, and other pre-existing intellectual property used to produce those deliverables.

11. Client Materials and Approvals

The client is responsible for reviewing final materials for factual accuracy and compliance with any legal, regulatory, financial, employment, privacy, industry, or professional requirements that apply to their business.

The Done List does not provide legal, accounting, tax, financial, employment, or regulatory advice unless explicitly stated otherwise.

12. Electronic Communication and AI-Assisted Work

The Done List may use secure digital tools and AI-assisted systems to support activities such as meeting transcription, analysis, drafting, documentation, and workflow design.

These tools support the service but do not replace professional review. Client-facing recommendations and deliverables remain subject to human judgment and review.

13. Limitation of Liability

To the extent permitted by applicable law, The Done List will not be liable for indirect, incidental, consequential, or special losses arising from the use of its services or from business decisions made using its recommendations.

Any direct liability arising from an engagement will be limited to the fees paid by the client for the specific service giving rise to the claim, except where such limitation is not permitted by law.

14. Governing Law

These Terms are governed by the laws of the Province of British Columbia and the applicable laws of Canada.

15. Changes to These Terms

The Done List may update these Terms from time to time. The version in effect at the time a service is purchased or an agreement is signed will apply to that engagement unless otherwise agreed in writing.

16. Contact

Questions about these Terms may be directed to: