Delivery Policy

Last updated: Oct 18, 2026

Thank you for choosing to work with me. This page explains how my services are delivered, what timelines to expect, and what I need from you so projects run smoothly. If anything is unclear, please write to me at [email protected] and I will gladly help.

1. Digital services only

All services offered by [Business name] are delivered digitally. No physical goods are shipped. Work is delivered online through shared documents, cloud tools, recorded walkthroughs, video calls, and configuration inside your own software accounts.

2. What delivery means

Depending on the service, delivery may include:

GTM Audit and Roadmap: a written report and roadmap, a recorded walkthrough, and a live review call
Clay Lead Engine: configured tables, enrichment workflows, scoring rules, and CRM connections in your accounts, plus documentation
AI Outbound Systems: configured sequences, personalization workflows, sending setup guidance, and documentation
RevOps Automation: configured workflows and integrations in your tools, plus documentation and a handover session
Monthly retainer: ongoing work, reports, and calls as described in your agreement

The exact deliverables for your project are always listed in your written proposal or agreement.

3. When delivery starts

Work begins once:

You have accepted the written proposal or agreement
The agreed payment, or first installment, has been received [or: the invoice has been paid]
I have received the access, information, and files I need from you

4. Timelines

Typical timelines, from the start date above, are:

GTM Audit and Roadmap: about 5 business days
Clay Lead Engine: about 2 to 4 weeks
AI Outbound Systems: about 3 to 5 weeks, including time for inbox warm-up
RevOps Automation: about 2 to 4 weeks

These are estimates. The timeline in your proposal is the one that applies to your project. Timelines may change if scope changes or if I am waiting on information from you.

5. What I need from you

To deliver on time, I may need:

Timely access to your CRM, enrichment, sending, and automation tools, ideally with the minimum permissions required
Clear answers about your ideal customer, offer, and goals
Feedback and approvals within [3 to 5] business days
A named person who can make decisions for your team

Delays in access, approvals, or information will move delivery dates by the same amount of time.

6. How delivery is confirmed

When work is complete, I will share the deliverables and a short handover summary by email or in a shared workspace. You then have [7] days to review the work and let me know about anything that does not match the agreed scope. I will fix scope-related issues at no extra charge. After this period, the work is treated as accepted, and later changes may be handled as new work or under a support plan.

7. Revisions

Your proposal states how many rounds of revisions are included. Requests beyond the agreed scope are discussed and quoted before any extra work begins.

8. Third-party tools and costs

Delivery relies on third-party tools such as Clay, n8n, CRM platforms, email sending tools, and AI model providers. These accounts and their usage costs, for example credits, subscriptions, and data fees, are paid by you directly to the providers unless your agreement says otherwise. Outages, policy changes, or pricing changes by third parties are outside my control and may affect timelines.

9. Delays

If I expect a delay on my side, I will tell you as early as I can and share a revised plan. If a delay is caused by factors outside either of our control, such as tool outages, we will agree on a reasonable new date together.

10. Ongoing work and support

For monthly retainers, work is delivered continuously during the agreed period, and unused hours or tasks do not roll over unless your agreement says so. Post-launch support included in a project, if any, is stated in your proposal.