Policies & procedures

How we work, in writing

Last updated August 28, 2026

The operating terms every engagement runs on. These are the same commitments carried in your proposal and contract.

Scope and pricing

Scope and pricing are agreed in writing before work begins.
Anything beyond the agreed scope is quoted before it is done.
Fixed-rate services — those shown with a set price on Book & Pay — are charged at the published amount for the stated scope.
Starting-price services — shown as “from,” “starting at,” “custom,” or “quote required” — vary with scope and are quoted in writing before work begins.
Hard costs — printing, licensing, hosting, venue, catering, paid ads, ISBN and print runs — are billed at cost, meaning the actual amount with no markup.

Plans run a standard 12-month term.
Plan fees are billed monthly for the agreed term. You can also pay the year up front and save one month.
A five business-day grace period applies to monthly fees.
Standalone projects are paid in full at booking, or as set out in your written quote.
Renewal happens at the end of the term. Tiers can move up or down at renewal.

We accept various forms of electronic payment through the Stripe secure payment system.
Payments made on this site cover the amount shown at booking. Plan fees and scoped work are invoiced and paid through a secure payment link.
Plan fees are billed monthly, or the year can be paid up front.

Each plan tier sets your volume across every service line, on the cadence shown in the plan — monthly for most services, and quarterly or once per contract term for certain specialty lines. Some work is project-based and scheduled by capacity, and larger production projects may span more than one period.
Submittal packages beyond your allotment are billed at a flat $450 per week, covering any number of additional packages that week.
Additional virtual assistant hours are $55 Foundation, $50 Momentum, $40 Enterprise.
Rush turnaround is a $550 surcharge added on top of a package price and is never included in any plan.
Unused allotment does not roll over. Unused capacity is reviewed at your tier cadence.
Virtual-assistant hours have their own rule: they are scheduled and used day by day, and unused hours within a day do not carry to the next day.

Every deliverable passes a pre-delivery review before it reaches you.
One revision round is included on standard deliverables. Further revisions are quoted and billed separately.
Service-specific revision terms — stated on a service page, quote, package, or written agreement — supersede this general allowance where they differ (for example, design deliverables that include two rounds).
Turnaround is standard at Foundation, priority in queue at Momentum, and priority on everything at Enterprise.
Work is delivered on your brand and verified for accuracy before release.

Your information, credentials and materials are protected and never shared without permission.
Logins are collected securely through a password manager during week-one onboarding and are never kept in plain text.
If you offboard, all credentials and assets are returned to you.

We prepare — we do not certify or stamp engineering. Your general contractor or contractor of record reviews and signs.
Legal wording is flagged to your attorney and never altered by us.
We are not a substitute for licensed bookkeeping, legal, or tax services.
On grant work we research, prepare and submit. No award is guaranteed.
Specialized surveying, legal or agronomy work is referred out as needed.

Every plan includes a dedicated account lead as your single point of contact.
Administrative requests are acknowledged the same business day and actioned in agreed priority.
Reviews run monthly at Foundation, bi-weekly at Momentum, and weekly at Enterprise.
Risks and blockers are flagged the day they surface, with a recommended path.