AI Assessment

Terms and Conditions

Effective Date: June 18, 2026

These Terms and Conditions (“Agreement”) govern the purchase and delivery of the AI Roadmap assessment service (the “Service”) offered by Jarrod Strickland, a sole proprietor doing business in Pasco County, Florida (“Consultant,” “I,” or “me”). By submitting payment for the Service, the purchaser (“Client,” “you,” or “your”) agrees to be bound by this Agreement.

1. Description of Services

The AI Roadmap is a fixed-scope advisory service consisting of a guided discovery conversation (typically conducted by voice, in person, or by video, at approximately 30–45 minutes in length), followed by a written report summarizing findings, an impact-versus-effort assessment of potential AI use cases, and general recommendations for the Client’s organization (the “Report”). At Consultant’s discretion, portions of the discovery process and Report preparation may be supported by third-party software tools, including AI-assisted drafting tools.

The Service is sold and delivered as a standalone advisory product. It does not include implementation, software development, vendor procurement, ongoing support, or any guarantee of results. Any follow-up consultation is a separate, optional service and is not included unless purchased separately and confirmed in writing.

2. Fees and Payment

• Flat Fee: The current fee for the AI Roadmap is $349 USD, payable in full at the time of purchase, prior to scheduling the discovery conversation.

• Payment Processing: Payment is processed through Consultant’s designated third-party payment processor. Consultant does not store or have access to Client’s full payment card information.

• Pricing Changes: Pricing is subject to change at Consultant’s discretion for future engagements but will not change for an engagement already paid for under this Agreement.

3. Cancellations and Refunds

• Cancellation Before the Discovery Call: If Client cancels in writing before the discovery conversation has been conducted, Client is entitled to a full refund of the fee paid.

• Cancellation After the Discovery Call: Once the discovery conversation has been conducted, the fee is considered earned and is non-refundable, as the substantive work of the engagement (information gathering) has been completed, regardless of whether the Report has yet been delivered.

• Rescheduling: Client may request to reschedule the discovery conversation at no charge, subject to Consultant’s availability, provided reasonable advance notice is given.

4. No Guarantee of Results

The Report and any associated recommendations are advisory in nature and reflect general guidance based on information provided by Client during the discovery conversation. Consultant makes no guarantee, express or implied, regarding: (a) the accuracy or completeness of any cost, return-on-investment, time-savings, or efficiency projection contained in the Report; (b) the suitability of any recommended approach, tool, or vendor for Client’s specific operations; or (c) any particular outcome, savings, or result from acting on the Report. All projections are estimates for planning purposes only and should not be relied upon as financial, legal, tax, or professional advice.

5. Third-Party Products and Services

The Report may reference, describe, or recommend third-party software products, platforms, vendors, or service providers (“Third-Party Products”) for illustrative or informational purposes. Consultant is not affiliated with, endorsed by, or acting as an agent of any Third-Party Product provider unless expressly disclosed in writing.

Client acknowledges and agrees that Consultant: (a) makes no warranty, express or implied, regarding the performance, security, pricing, availability, suitability, or fitness for any purpose of any Third-Party Product; (b) is not responsible for any act, omission, change in terms, data practice, outage, billing dispute, or failure of any Third-Party Product or its provider; and (c) disclaims any and all liability arising from Client’s decision to evaluate, purchase, implement, or rely upon any Third-Party Product mentioned or recommended in connection with the Service. Any relationship Client enters into with a third-party vendor is solely between Client and that vendor, governed by that vendor’s own terms, and Consultant is not a party to it.

6. Confidentiality and Use of Information

Information shared by Client during the discovery conversation will be used solely to prepare the Report. Consultant will not knowingly disclose Client’s confidential business information to unrelated third parties, except: (a) to the extent necessary to operate the Service’s technical infrastructure (including AI-assisted drafting and report-generation tools, scheduling platforms, and payment processors), each of which is bound by its own data-handling terms; (b) as required by law, subpoena, or court order; or (c) with Client’s consent. Client should avoid sharing information during the discovery conversation that is not reasonably necessary to the assessment, including sensitive personal data about third parties, clients, donors, or beneficiaries.

7. Limitation of Liability

To the fullest extent permitted by Florida law, Consultant’s total liability to Client arising out of or relating to this Agreement or the Service, whether in contract, tort, or otherwise, shall not exceed the total amount actually paid by Client for the Service giving rise to the claim. In no event shall Consultant be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages, including lost profits, lost data, or business interruption, even if advised of the possibility of such damages.

Nothing in this Agreement is intended to, nor shall it, limit or exclude liability for gross negligence, willful misconduct, fraud, or any other liability that cannot lawfully be limited or excluded under Florida law.

8. Nature of the Relationship

Consultant provides general business and technology advisory services. Consultant is not a licensed attorney, certified public accountant, financial advisor, or fiduciary, and the Service does not constitute legal, tax, accounting, or investment advice. Client should consult appropriately licensed professionals before making material financial, legal, or operational decisions based on the Report.

9. Intellectual Property

Upon full payment, Client receives a non-exclusive, perpetual license to use the Report internally for Client’s own organizational purposes. Consultant retains all underlying intellectual property rights in its assessment methodology, frameworks, templates, and proprietary processes, and nothing in this Agreement transfers ownership of such materials to Client.

10. Governing Law and Venue

This Agreement shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict-of-laws principles. Any dispute arising out of or relating to this Agreement shall be brought exclusively in the state or federal courts located in Pasco County, Florida, and Client consents to the personal jurisdiction of such courts.

11. Entire Agreement; Amendment

This Agreement constitutes the entire agreement between Client and Consultant regarding the Service and supersedes any prior understandings or agreements, whether written or oral. Consultant may update these Terms and Conditions from time to time for future engagements; the version in effect at the time of Client’s purchase governs that engagement. If any provision of this Agreement is found unenforceable, the remaining provisions shall remain in full force and effect.

12. Acceptance

By submitting payment for the AI Roadmap, Client acknowledges that Client has read, understood, and agreed to be bound by these Terms and Conditions.

Jarrod Strickland — Pasco County, Florida — info@nonprofitaipros.com — [www.nonprofitaipros.com]