POLICIES & TERMS OF ENGAGEMENT

Clear agreements create successful partnerships. These policies ensure we can focus on your transformation while maintaining professional standards that serve both parties.

CONSULTATION & ASSESSMENT POLICIES

Transformation Strategy Sessions

• Free initial consultation: 45 minutes via video call to assess mutual fit
• Comprehensive assessment: $2,500 investment required before detailed analysis begins
• Assessment timeline: 2 weeks from signed agreement and payment
• Deliverable: Complete Transformation Strategy Report with specific investment recommendations
• Assessment fee application: Full amount applied toward implementation if we proceed to partnership within 60 days

Scheduling & Communication

• Business hours: Monday-Friday, 9 AM - 5 PM Costa Rica time (GMT-6)
• Response time: 24-48 hours for non-urgent communications
• Emergency support: Available during implementation partnerships for operational crises
• Communication channels: Email, WhatsApp, scheduled video calls
• Language options: English, Spanish, Dutch

IMPLEMENTATION PARTNERSHIP TERMS

Project Scope & Timeline

• Detailed scope agreement: Required before implementation begins
• Timeline commitments: Mutual accountability for project milestones
• Scope changes: Additional work requires written agreement and revised timeline
• Progress reporting: Weekly updates during active implementation phases
• Completion criteria: Clearly defined success metrics and completion standards

Payment Terms

• Assessment fee: Due upon signing assessment agreement
• Implementation deposits: 50% required to commence implementation projects
• Payment schedule: Net 15 terms for ongoing consulting fees
• International payments: Bank transfer or international wire preferred
• Currency: All fees quoted and payable in USD
• Late payment: 2% monthly service charge on overdue balances

Investment Coordination

• Client responsibility: All property improvement investments are client's financial responsibility
• Vendor coordination: We coordinate but do not guarantee third-party vendor performance
• Quality oversight: We provide guidance but final approval remains with property owner
• Investment timeline: Client cash flow determines implementation pace
• ROI projections: Estimates based on industry experience, not guarantees

RESULTS & PERFORMANCE STANDARDS

Our Commitment to Results

• Methodology guarantee: All strategies are proven through our Almonds & Corals transformation
• Implementation support: We remain engaged until agreed-upon systems are operational
• Performance tracking: Regular measurement of key success metrics
• Course correction: Strategy adjustment if initial approach requires modification
• Success partnership: We succeed when you achieve your transformation goals

Realistic Expectations

• Timeline requirements: Sustainable transformation requires 3-12 months depending on scope
• Investment requirements: Quality transformation requires strategic investment in property improvements
• Market factors: External economic and regulatory conditions may affect timeline and results
• Team participation: Property staff engagement essential for successful implementation
• Owner commitment: Leadership participation required for cultural transformation

CONFIDENTIALITY & INTELLECTUAL PROPERTY

Confidentiality Protection

• Mutual confidentiality: Both parties protect proprietary business information
• Client information: Property financial data and operational details remain confidential
• Case study permission: Client approval required before using transformation as public case study
• Non-disclosure: Specific operational details protected throughout and after engagement
• Industry networking: General transformation success may be referenced without identifying details

Intellectual Property Rights

• In2itive Solutions methodology: Proprietary systems and frameworks remain our intellectual property
• Client-specific developments: Custom operational procedures developed for your property belong to you
• Training materials: General training content is our property, customized materials are yours
• Implementation license: You receive lifetime license to use methodologies developed during our partnership
• Documentation: All transformation documentation provided for your continued use

PROFESSIONAL STANDARDS

Industry Ethics

• Honest assessment: We provide accurate analysis even if it suggests significant investment requirements
• Realistic projections: ROI estimates based on proven results, not optimistic speculation
• Professional referrals: We recommend specialists outside our expertise when appropriate
• Conflict of interest: We do not accept commissions from vendors we recommend
• Quality standards: We maintain the same excellence standards we help you implement

Communication Standards

• Professional respect: All interactions conducted with mutual respect and professionalism
• Cultural sensitivity: Understanding of Central American business culture and practices
• Language clarity: Clear communication in your preferred language
• Responsive support: Timely responses to questions and concerns during partnerships
• Problem resolution: Direct communication to address any concerns promptly

PARTNERSHIP MODIFICATIONS & TERMINATION

Scope Modifications

• Change requests: Additional services require written agreement and revised investment
• Timeline adjustments: Mutual agreement required for significant schedule changes
• Budget modifications: Investment increases require client approval before implementation
• Strategy pivots: Major approach changes discussed and agreed upon jointly
• Performance adjustments: Regular review ensures strategies remain aligned with goals

Partnership Termination

• Mutual termination: Either party may terminate with 30 days written notice
• Project completion: Current phase completed before termination when possible
• Final deliverables: All work completed to termination date provided to client
• Final invoicing: All outstanding fees settled within 30 days of termination
• Transition support: Reasonable assistance provided for smooth transition to alternative support

LEGAL & OPERATIONAL FRAMEWORK

Governing Law

• Jurisdiction: Determined by individual service agreement based on client location and preference
• International operations: Contracts governed by most appropriate jurisdiction for each engagement
• Dispute resolution: Good faith negotiation preferred, mediation available if needed
• Multi-jurisdictional recognition: Agreements structured for enforceability across Central American markets
• Contract language: English language contracts with Spanish translation available
• Legal representation: Each party responsible for their own legal counsel in applicable jurisdiction

Liability & Insurance

• Professional liability: Limited to direct consulting fees paid during engagement
• Implementation liability: Client responsible for property improvement decisions and outcomes
• Third-party actions: Not liable for vendor performance or government regulatory changes
• Insurance requirements: Client maintains appropriate property and liability insurance
• Force majeure: Neither party liable for performance delays due to circumstances beyond reasonable control

COMMITMENT TO YOUR SUCCESS

These policies exist to create clear expectations and protect both parties, allowing us to focus entirely on your property's transformation.

Our Promise:

• Professional expertise applied with personal attention
• Honest assessment and realistic projections
• Proven methodologies adapted to your specific situation
• Ongoing support until your transformation goals are achieved
• Partnership approach that values your success as our success

Your Investment:

• Strategic commitment to excellence and transformation
• Financial investment in property improvements as recommended
• Active participation in implementation and team development
• Open communication about challenges and opportunities
• Trust in our proven methodology and guidance

QUESTIONS ABOUT OUR POLICIES?

We're happy to discuss any aspect of our working relationship before you commit to transformation.

Contact us for clarification: Email: hola @ in2itive.solutions
WhatsApp: +506 6390 6261
Available: Monday-Friday, 9 AM - 5 PM Panama Time

Professional standards create extraordinary results. These policies ensure we can deliver the transformation your property deserves while maintaining the mutual respect that makes great partnerships possible.

Ready to begin your transformation journey with clear expectations and professional support?