Terms of Service

Informational only.

Content on this site is for general information. It is not legal, financial, accounting, HR, or technology advice. Visiting or messaging through this site does not create a client relationship. A working relationship begins only after both parties sign a separate written agreement and payment is received.

Three named offerings.

PlumLogic Advisory provides three fixed-price services, each delivered as written documents by email. None include implementation, building, fixing, or managing the work for you afterward.

• Operational Audit. A structured diagnosis of how your business currently operates.
• Operational Design Plan. A structured blueprint built on a completed Operational Audit, defining what changes, in what order. Requires a completed Audit as its foundation.
• Operational Audit + Design Plan (Full Engagement). Both, purchased together as one connected engagement.

The signed contract governs the real terms.

Any paid work is governed by a separate written Service Agreement signed by both parties through DocuSign. The Service Agreement is the document that defines the actual commitments between us.

All services are fixed-price. Payment is due in full before any work begins, processed through Stripe via a secure link. All fees are non-refundable under all circumstances. If a client ends the work after paying, whatever portion has been completed will be delivered. Specific pricing is shared during a sales conversation, not posted publicly.

Internal use only. Our methods stay ours.

Delivered documents are yours to use for internal business purposes only. You may not sell, share publicly, or distribute them outside your business without written permission.

The frameworks, methods, and materials PlumLogic Advisory develops remain our intellectual property. All content on this website is also our intellectual property unless otherwise stated and may not be reproduced or distributed without permission.

Two-way confidentiality.

When work begins, both parties agree to keep each other's information private. The obligation continues for two years after the work ends. We will never share what you tell us about your business without your permission. In exchange, clients agree to keep our frameworks, methods, and materials confidential.

Capped at fees paid. No guaranteed outcomes.

The work is advisory only and does not guarantee any specific business outcome. Results depend on your own decisions and how your team acts on what we deliver. PlumLogic Advisory operates as an independent contractor.

In the unlikely event of a dispute, the maximum amount recoverable is the fee paid for that work. We are not responsible for indirect losses, lost revenue, or business outcomes beyond that amount. This site and its content are provided as-is, and we are not responsible for the content or practices of any third-party sites linked from here.

Texas law applies.

These terms and any Service Agreement with PlumLogic Advisory are governed by the laws of Texas. Any dispute will first be addressed through direct conversation. If that does not resolve the matter, it will go to neutral arbitration in Texas rather than to court.