Terms of Service | SummitMark

Clear terms for working together.

These terms govern advisory engagements, workshops, and strategic enablement provided by SummitMark.

Last updated: September 25, 2026

SummitMark provides AI enablement services, which may include but are not limited to executive advisory, leadership workshops, role-based enablement, and custom AI solutions. The exact scope, deliverables, and timeline of each engagement will be clearly outlined in a proposal, estimate, or agreement before any work begins.

Executive advisory and AI strategy

Leadership workshops and Public Education seminars

Role-based enablement programs for employees, managers, and leaders

Custom AI workflows, automations, and integrations

We operate with transparency and fairness when it comes to payments. Most engagements require a non-refundable advance payment, typically 30% to 50%, before work begins. The remaining balance is due upon final delivery or completion of the engagement. For larger or long-term engagements, milestone-based payments may be set up and included in the proposal. Payments are accepted via bank transfer or other agreed methods. Late payments may result in delayed deliverables, temporary suspension of work, or a late fee. We appreciate prompt and clear communication around any billing questions.

You may cancel an engagement at any time, but please be aware that the initial deposit is non-refundable. If cancellation happens after work has begun, you will be invoiced for all work completed up to that point, including research, preparation time, and any expenses incurred. In rare cases, SummitMark may choose to end an engagement due to non-responsiveness, abusive behavior, or failure to meet agreed payment terms. All completed work and intellectual property rights remain with SummitMark until payment is fully settled.

The deposit remains non-refundable

You will be invoiced for any work completed up to the point of cancellation

You will not have rights to use unfinished or unpaid materials

During an engagement, you may share private business information, ideas, or strategic materials with SummitMark. We treat all such information as confidential and will never disclose it to third parties without your consent. Likewise, we expect you to respect our internal methods and materials. If needed, we are happy to sign a mutual Non-Disclosure Agreement (NDA) to protect sensitive information and maintain a trustworthy working relationship.

Questions about these terms? Email Don@getsummitmark.com →