The Opportunity Scan: Terms and Conditions
Who’s who
These terms are between Chroma Marketing Ltd (“I”, “me” or “my”) and you, the founder or business owner booking The Opportunity Scan (“you” or “client”). By booking and paying, you agree to them.
I’ve kept the language simple on purpose. If anything is unclear, ask me before you book and I’ll be happy to explain.
What you’re buying
The Opportunity Scan is a one-off, 2 hour online session with me, to help you simplify what’s happening in your marketing and leave with a clearer plan for what to do next.
Here’s how it works:
Prep: After you book, I’ll send you a short prep form and a couple of prompts to think about. Please complete these before the session so we can make the most of your time.
The session: We’ll start with a brain dump, then work through reflections, goal setting, identifying key projects, and questioning whether there’s an easier way to do the things you’re doing.
Afterwards: I’ll send you a written summary containing a prioritised list of projects and some quick wins, plus access to any of my templates that I think will help. I aim to send this within 24 hours of the session.
The Opportunity Scan is a consultation. It doesn’t include me carrying out any marketing work on your behalf, and it isn’t an ongoing service.
Booking for your business
The Opportunity Scan is for businesses. By booking, you confirm you’re doing so for your own business and have the authority to do so.
What we all agree to do
As the client, you agree:
The information you give me is accurate and as complete as you can make it.
To complete the prep form before the session.
To attend the session on time.
As the company, I agree:
I have the experience and ability to deliver this service.
I’ll deliver it in a professional manner, with reasonable care and skill.
I’ll respect the confidentiality of any information you give me.
Price and payment
The price is £225.00. I’m not registered for VAT, so none is added. Payment is taken in full at checkout when you book. Your session is confirmed once payment has been received.
Rescheduling and cancelling
Life happens, so I’m flexible where I can be.
If you need to move your session, let me know at least 48 hours before the start time and I’ll happily rearrange it, free of charge.
If you cancel with at least 7 days’ notice, I’ll refund your payment in full within 14 days.
If you cancel with between 7 days’ and 48 hours’ notice, I’ll refund 50% of the fee and keep the rest to cover the time I’ve reserved for you.
If you cancel with less than 48 hours’ notice, or miss the session without telling me, the fee is non-refundable. I may offer you a new date at my discretion.
If I need to reschedule or cancel for any reason, I’ll tell you as soon as possible and offer you a new date or a full refund, whichever you prefer.
If you arrive more than 15 minutes late, I may need to shorten the session so I can keep to my other commitments. The fee stays the same.
What I can and can’t promise
My recommendations come from what you tell me and my professional experience and judgement. I’ll always give you my honest, frank view, but I can’t guarantee particular results such as sales, leads, growth or rankings. Marketing outcomes depend on lots of things outside my control, and what you do with my recommendations is up to you.
Copyright and my templates
You’re free to use the written summary I create for you in your own business however you like.
Any templates I share with you are for your own business use only. I keep ownership of them, as well as my methods, frameworks and the Opportunity Scan format. You can’t resell, share, republish or pass them off as your own.
I love to show off my work, so I may mention that we’ve worked together or share any feedback you give me, but only with your permission.
Recording
I record each session so I can create a transcript and an overview of what we covered, which helps me write your summary. By booking, you agree to the session being recorded. If you’d prefer I didn’t, let me know before the session.
Recordings, transcripts and overviews are kept securely, used only to deliver your service, and deleted after [X months]. I may use trusted third-party tools to record and transcribe, and I handle your data in line with my privacy policy.
Confidentiality and your information
I’ll keep anything you tell me confidential, and I won’t share it without your permission unless I’m legally required to. The same applies to anything I share with you that isn’t public, such as my templates and methods.
I only use your personal information to deliver the service and run my business. My privacy policy explains how I handle your data: [insert link]. I’ll only add you to my newsletter if you’ve opted in.
What happens next
If you’d like further support after your session, such as my Marketing Mentoring service, I’m happy to talk it through. That would be agreed separately under its own agreement. Booking The Opportunity Scan doesn’t commit you to anything further.
Deadlines and things beyond my control
I can’t be responsible for delays if you’ve been slow to complete the prep form, provide information I’ve asked for, or arrive late to the session.
I also can’t be responsible for delays or failure to deliver caused by things completely beyond my control, like illness, family emergencies, floods, power or internet failures, strikes, war, acts of God and so on. If that happens, I’ll let you know quickly and offer you a new date or a full refund.
Legal stuff
I’ll do my best to make sure everything I say and write is accurate and doesn’t infringe anyone else’s rights. I’m not a lawyer, accountant or financial adviser, so please take independent professional advice on those matters.
Nothing in these terms limits or excludes my liability for death or personal injury caused by my negligence, for fraud or fraudulent misrepresentation, or for anything else the law doesn’t allow me to limit.
Subject to that, I won’t be liable for any loss of profit, revenue, savings, business or opportunity, or for any indirect or consequential loss, and my total liability to you in connection with this service is limited to the amount you paid for it.
If any part of these terms is found to be unlawful or unenforceable, the rest will carry on as normal.
You can’t transfer your booking to anyone else without my permission.
These terms, together with your booking confirmation, are the whole agreement between us for this service and replace anything said or promised before. Only you and I can enforce them. Nobody else has rights under them (Contracts (Rights of Third Parties) Act 1999).
I may update these terms from time to time. The version in place when you book is the one that applies to you.
These terms are governed by the law of England and Wales, and the courts of England and Wales have exclusive jurisdiction over any dispute.
Although the language is simple, the intentions are serious, and this is a legal agreement.
Agreeing to these terms
By ticking the box and paying at checkout, you confirm you’ve read and agree to these terms.