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Client Services Agreement

Chapter One Eight — Last Updated: 2026

This Agreement ("Agreement") is entered into as of the date of Client's electronic acceptance ("Effective Date") by and between Chapter One Eight, operated by Victoria A. Roach ("Advisor," "we," "us," or "our"), and the Client organization identified in the intake process ("Client," "you," or "your").

1. Services

1.1 Blueprint Packages

Advisor provides strategic advisory services through structured "Blueprint Packages," including but not limited to: The Overhead Reduction Blueprint, The Sovereign Website Blueprint, and The Secure AI Agent Blueprint. Each Blueprint Package includes access to Advisor's proprietary methodology, step-by-step handbooks, digital resources, advisory sessions, and portal access as specified at time of enrollment.

1.2 Done-With-You Model

Advisor's services operate on a "Done-With-You" (DWY) advisory model. Client acknowledges and agrees:

  • Advisor provides architectural guidance, blueprints, and advisory oversight
  • Client is responsible for designating a Technical Lead or Internal Champion to execute the work
  • Advisor does not write code, perform manual labor, or complete technical implementations on Client's behalf
  • Client's success depends on Client's own execution of the recommended steps

1.3 Self-Paced Engagement

Services are self-paced. Client is not paying for a fixed period of time. Client is paying for completion of the selected Blueprint Package. Portal access remains active as long as Client is actively progressing through their Blueprint or has communicated with Advisor within the past 30 days.

2. Fees and Payment

2.1 Fees

Fees for services are as specified in the Client's individual invoice and are based on the Tier selected (Foundation, Standard, or Enterprise) for each Blueprint Package.

2.2 Payment Processing

Payments are processed through Stripe. Client is responsible for payment processing fees, which are itemized separately on the invoice.

2.3 Scholarship Awards

Scholarships, when granted, reduce the final invoice amount but do not alter any other terms of this Agreement. Scholarship recipients remain fully bound by all provisions herein.

2.4 Non-Refundable

All fees are non-refundable once Client has been granted portal access. Because the intellectual property and methodology are delivered immediately upon portal access, refunds are not offered for change of mind, organizational changes, or failure to complete the Blueprint.

2.5 Account Pause

Client may request an account pause at any time. Paused accounts retain all progress but suspend active engagement. Advisor may reactivate the account upon Client's written request. No refund is issued for paused time.

3. Intellectual Property

3.1 Ownership

All materials provided through Chapter One Eight, including but not limited to blueprints, methodologies, handbooks, checklists, templates, workflows, frameworks, decision matrices, video content, chat guidance, and any proprietary content, remain the sole and exclusive intellectual property of Chapter One Eight and Victoria A. Roach.

3.2 License to Client

Client receives a limited, non-exclusive, non-transferable, revocable license to use these materials solely for the internal benefit and operation of Client's own organization. This license does not grant Client any ownership rights.

3.3 Restrictions on Use

Client shall NOT:

  • Copy, reproduce, download, screenshot, or extract Chapter One Eight materials for any purpose other than direct use within Client's own organization
  • Redistribute, republish, or share Chapter One Eight materials with any third party
  • Use Chapter One Eight materials to create derivative works
  • Reverse-engineer, decompile, or systematically extract Chapter One Eight's methodology
  • Publish Chapter One Eight materials publicly, in whole or in part, in any medium
  • Remove or alter any copyright notices, watermarks, or attribution

4. Non-Compete and Non-Commercialization

4.1 Non-Competitive Use

Client agrees that during the term of this Agreement and for a period of five (5) years following completion or termination, Client shall not:

  • Use Chapter One Eight's methodologies, blueprints, or frameworks to build or operate a competing consulting, advisory, or coaching service
  • Offer Chapter One Eight's specific methodologies as Client's own paid or unpaid consulting services to any third party
  • Teach, train, coach, or otherwise transfer Chapter One Eight's specific frameworks to third parties in exchange for compensation of any kind
  • Recreate or attempt to recreate Chapter One Eight's specific service offerings under a different brand name

4.2 What This Does NOT Prohibit

For clarity, this Agreement does NOT prohibit Client from:

  • Sharing general knowledge gained
  • Recommending Chapter One Eight to other organizations
  • Serving on boards or committees where Client may share general operational wisdom
  • Publicly acknowledging their engagement with Chapter One Eight
  • Discussing outcomes achieved without disclosing specific proprietary methodology

4.3 Referral Requirement

If Client is asked by a third party how they achieved their results, Client agrees to attribute Chapter One Eight and refer the interested party to Advisor rather than attempting to replicate Advisor's methodology for that third party's benefit.

5. Confidentiality

5.1 Mutual Confidentiality

Both parties acknowledge they may access confidential information about the other during this engagement. Both parties agree to maintain the confidentiality of such information and not disclose it to third parties without written consent.

5.2 Client Data

Advisor collects and maintains Client organizational data, communications, and progress information solely for the purpose of providing services. This data is protected per Advisor's Privacy Policy.

5.3 Testimonials and Case Studies

Advisor may reference Client's organization in general terms in marketing materials. Advisor will not identify Client by name in public materials without Client's written permission.

6. Portal Access and Conduct

6.1 Account Security

Client is responsible for maintaining the confidentiality of portal login credentials. Client shall not share portal access with individuals outside their designated organizational team.

6.2 Prohibited Conduct

Client shall not attempt to access other clients' data, circumvent portal access controls or download restrictions, use the portal for illegal purposes, or harass Advisor or Advisor's staff.

6.3 Portal Content Updates

Advisor reserves the right to update, revise, add to, or remove portal content at Advisor's sole discretion to maintain quality and reflect evolving best practices.

6.4 Post-Completion Access

Upon completion of a Blueprint, Client retains read-only reference access to summary materials but may not retain access to detailed step-by-step methodology content.

7. Disclaimers and Limitations

7.1 No Guaranteed Outcomes

While Advisor brings extensive expertise, Advisor makes no guarantee of specific outcomes, cost savings, revenue growth, or other results. Success depends on Client's execution, organizational context, market conditions, and factors outside Advisor's control.

7.2 Not Legal, Financial, or Tax Advice

Advisor is not a lawyer, accountant, or tax professional. Advisor's guidance is strategic and operational. Client should consult qualified professionals for legal, financial, tax, or regulatory matters.

7.3 Third-Party Tools

Advisor may recommend third-party tools, platforms, or services. Advisor is not responsible for the performance, availability, or terms of these third parties.

7.4 Limitation of Liability

To the maximum extent permitted by law, Advisor's total liability under this Agreement shall not exceed the total fees paid by Client under this Agreement. Advisor shall not be liable for indirect, incidental, consequential, or punitive damages.

8. Term and Termination

8.1 Term

This Agreement begins on the Effective Date and continues until Client completes their Blueprint Package(s) or either party terminates as provided below.

8.2 Termination by Client

Client may terminate at any time by providing written notice. Fees paid are non-refundable. Portal access will be revoked upon termination.

8.3 Termination by Advisor

Advisor may terminate for cause, including breach of any provision, failure to respond for 60+ days after inactivity outreach, abusive conduct, or attempted violation of IP or non-compete provisions.

8.4 Survival

The following provisions survive termination indefinitely: Intellectual Property (Section 3), Non-Compete (Section 4), Confidentiality (Section 5), and Disclaimers (Section 7).

9. General Provisions

9.1 Governing Law

This Agreement is governed by the laws of the District of Columbia, without regard to conflict of law principles.

9.2 Dispute Resolution

Any dispute arising from this Agreement shall first be attempted to be resolved through good-faith negotiation. If unresolved after 30 days, disputes shall be resolved through binding arbitration in Washington DC under the rules of the American Arbitration Association.

9.3 Entire Agreement

This Agreement, together with the intake form responses and any invoices, constitutes the entire agreement between the parties and supersedes all prior discussions or agreements.

9.4 Amendments

Advisor may update this Agreement from time to time. Material changes will be communicated to active Clients with 30 days' notice.

9.5 Severability

If any provision of this Agreement is found unenforceable, the remaining provisions remain in full force.

10. Acceptance

By clicking "I Agree" during portal enrollment, or by making payment for services, Client acknowledges that Client has read, understood, and agrees to be bound by this Agreement.

Chapter One Eight
Victoria A. Roach, Advisor
hello@chapteroneeight.com

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