CHARLIE CLAREY LTD

Marketing Consultancy

11 Priory Close, Abbots Park, Chester, CH1 4BX

TERMS AND CONDITIONS OF SERVICE

Effective for all engagements entered into with Charlie Clarey Ltd

These Terms and Conditions (“Agreement”) set out the basis on which Charlie Clarey, trading as Charlie Clarey Ltd (“I”, “me” or “Coach”), provides marketing consultancy and coaching services to clients (“you” or “Client”). By engaging my services, you agree to be bound by these terms.

1. Services

I provide 1:1 marketing support across the following service types:

• Strategy Session – a one-off 90-minute session

• 1-Month Marketing Consultancy Package

• 3-Month Marketing Consultancy Package

• 6-Month Marketing Consultancy Package

• 3-Month Group Marketing Programme

The specific scope, fee and schedule for your engagement will be agreed and confirmed in writing (by email or invoice) before our work together begins. These Terms apply to all of the above service types unless otherwise stated.

2. Term of Engagement

This Agreement commences on the date you confirm you wish to proceed (whether by signing, by email confirmation, or by making payment) and continues for the duration of the agreed service package.

For ongoing packages (1, 3 or 6 months), either party may terminate by giving no less than two weeks’ written notice to the other, subject to the payment obligations set out in Clause 5.

3. Sessions and Cancellation

3.1 Strategy Session (90-Minute One-Off)

The Strategy Session is a single 90-minute video session. You may cancel the Strategy Session by giving notice in writing (by email or telephone).

• No cancellation fee if you cancel more than 72 hours before the session.

• 50% of the fee is due if you cancel between 24 and 72 hours before the session.

• The full fee is due if you cancel less than 24 hours before the session.
  

I may postpone a Strategy Session upon giving you at least 24 hours’ notice. In such cases, we will reschedule at the earliest mutually convenient time.

3.2 Monthly Packages (1, 3 or 6 Months)

Sessions within monthly packages will last a minimum of one hour each and will take place via video call using the link I provide. Either of us may cancel an individual session by giving no less than 24 hours’ written notice.

• No cancellation fee if you cancel a session more than 24 hours before the start time.

• The full session fee applies if you cancel less than 24 hours before the start time and cannot reschedule.

Where possible, cancelled sessions will be rescheduled at the earliest mutually convenient time.

3.3 Pre-Session Questionnaire

I will ask you to complete a questionnaire in advance of our first session. You agree to provide true and accurate answers to all questions.

3.4 3-Month Group Marketing Programme

Group sessions are delivered via video call and are recorded. Recordings are shared exclusively with programme members and are not made available to anyone outside the group.

Sessions will go ahead regardless of live attendance. Recordings will be made available to all enrolled members so that those who cannot attend live may catch up at a time convenient to them. No refund or credit is given for missed live sessions.

Once enrolled, your place is non-refundable. If you choose to leave the programme early, no refund will be issued for any remaining sessions or months.

4. Package-Specific Terms

4.1 Strategy Session

The Strategy Session is a standalone engagement. Payment Schedule: To be confirmed in writing prior to the start of the agreement.

4.2 1-Month Package

Sessions within the 1-month package must be used within one calendar month from the commencement date. Any unused sessions will expire at the end of that period without refund.

• Payment Schedule: To be confirmed in writing prior to the start of the agreement.
  

4.3 3-Month Package

Sessions within the 3-month package must be used within three calendar months from the commencement date. Any unused sessions will expire at the end of that period without refund.

• Payment Schedule: To be confirmed in writing prior to the start of the agreement.
  

4.4 6-Month Package

Sessions within the 6-month package must be used within six calendar months from the commencement date. Any unused sessions will expire at the end of that period without refund.

• Payment Schedule: To be confirmed in writing prior to the start of the agreement.

All fees are inclusive of VAT and charged in GB Pounds Sterling. You are responsible for scheduling your sessions within the agreed timeframe. I will make reasonable efforts to accommodate your preferred times, subject to my availability.

4.5 3-Month Group Marketing Programme

The 3-Month Group Marketing Programme is open to a minimum of 3 and a maximum of 25 participants per cohort.

• Payment Schedule: To be confirmed in writing prior to the start of the agreement.
  

5. Fees and Payment

Fees for each engagement will be set out in our email correspondence and/or the invoice I provide to you.

You shall pay all invoices in full and in cleared funds within 7 days of the date of invoice, to the bank account nominated by me in writing.

Without prejudice to any other rights I may have, if you fail to pay on the due date, I may:

• Charge interest on the overdue sum at 4% per annum above the base lending rate of Mettle by NatWest Bank, accruing daily and compounded quarterly until paid in full; and

• Suspend all services until payment has been made in full.

All fees are non-refundable once the relevant service has commenced or the package has been purchased, except as otherwise set out in Clause 3.

All sums payable under this Agreement become due immediately upon termination, regardless of any other provision.

6. My Duties

I will provide the Services with due care, skill and ability. All other warranties and representations are excluded to the fullest extent permitted by law. Due to the nature of marketing coaching, I do not guarantee any particular results or outcomes.

If I am unable to provide services at the agreed time, I will give you as much notice as possible and we will reschedule at a mutually agreed time.

7. Confidential Information

In the course of providing services, I will have access to confidential information relating to you and your business. I agree not to use or disclose any such information to third parties, except:

• Where authorised by you or required by law;

• Where I consider disclosure necessary to prevent illegal acts or harm to you or others; or

• Where the information is already in the public domain through no fault of mine.

As part of good professional practice, I engage in coaching supervision. I may discuss general themes arising from our sessions with my supervisor or supervision group on a strictly anonymous basis. Your name and identifying details will not be disclosed.

You may share information about our sessions with third parties at your own discretion.

Where you participate in the 3-Month Group Marketing Programme, please be aware that other participants will be present in sessions and will have access to session recordings. You agree to keep all information shared by fellow participants within the group strictly confidential and not to share it with anyone outside the programme.

8. Data Protection and Intellectual Property

Your personal data will be processed by me as part of providing the Services, in accordance with my Privacy Notice (available on my website).

I am the owner or licensee of all intellectual property rights in the materials and content I use during our sessions. Nothing in this Agreement transfers those rights to you.

I grant you a limited, non-exclusive, non-transferable, non-sublicensable, revocable licence to use session materials for the purposes for which the Services were provided only. You may not copy, reproduce, publish, share, sell or otherwise distribute those materials without my prior written consent.

You may not make audio or visual recordings of any session without my prior written consent.

9. Status

Our relationship is that of an independent contractor and client. Nothing in this Agreement makes me your employee, worker, agent or partner.

10. Limitation of Liability

Nothing in this clause limits my liability for death or personal injury caused by my negligence, fraud or fraudulent misrepresentation, or any other matter which cannot be legally excluded.

I will not be liable for any loss of profits, loss of business, loss of goodwill, loss of anticipated savings, loss of data, loss of contract, or any indirect, consequential or pure economic loss arising from this Agreement or the provision of Services.

My total liability to you in connection with this Agreement shall in all circumstances be limited to the total fees paid by you for the relevant services.

If I am prevented from or delayed in performing my obligations as a result of your actions or circumstances beyond my reasonable control, I shall not be liable for any resulting costs, charges or losses.

11. Force Majeure

I will not be in breach of this Agreement, nor liable for any failure or delay in performance, where such failure or delay arises from or is attributable to acts, events, omissions or accidents beyond my reasonable control.

12. Termination

On or before the date of termination, you shall pay all outstanding fees and sums due under this Agreement.

Termination does not affect the accrued rights, remedies, obligations and liabilities of either party as at the date of termination.

Clauses 7 (Confidential Information), 8 (Data Protection and Intellectual Property), 10 (Limitation of Liability) and 15 (Governing Law) survive termination.

13. Entire Agreement

This Agreement (together with any written confirmation of fees and scope) constitutes the entire agreement between us and supersedes any previous arrangements, understandings or agreements relating to the Services. You confirm you have not relied on any representations not expressly set out in this Agreement.

14. Variation

No variation of this Agreement shall be valid unless it is made in writing and signed (or confirmed by email) by both parties.

15. Third Party Rights

A person who is not a party to this Agreement has no rights under the Contracts (Rights of Third Parties) Act 1999 to enforce any term of this Agreement.

16. Governing Law and Jurisdiction

This Agreement and any dispute or claim arising out of or in connection with it (including non-contractual disputes or claims) shall be governed by and construed in accordance with English law.

The parties irrevocably agree that the courts of England and Wales shall have exclusive jurisdiction to settle any dispute or claim arising out of or in connection with this Agreement.

17. Interpretation

“Confidential Information” means information in any form relating to you and your business that is confidential, including information obtained through the provision of Services and the fact that I am providing Services to you.

“Pre-Contractual Statement” means any undertaking, promise, assurance, statement, representation, warranty or understanding (whether written or not) relating to the Services, other than as expressly set out in this Agreement.

References to any law include that law as amended, extended or re-enacted from time to time. Words in the singular include the plural and vice versa.

These Terms and Conditions were last updated May 2026.

Questions? Contact: [email protected]