Terms & Conditions

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

Terms of Service

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

Last updated: September 25, 2026

Payments and Invoicing

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.

Cancellation and Termination

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

Confidentiality

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

If you have any questions, concerns, or need clarification about these terms, email Don@getsummitmark.com. We’re always happy to clarify anything so you can work with us confidently.

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Got a project in mind?

Tell me what your team is working on and where AI fits. Typical response time: 24–48 hours for corporate inquiries.

It starts with a conversation about where AI already shows up in your work and where it stalls. From there I scope the engagement around the decisions you actually have to make: which opportunities are worth pursuing, which workflows need redesigning, what governance and risk controls you need, and where the investment should go. You get recommendations tied to your teams and your tools, not a generic AI strategy deck.

Live, instructor-led workshops and seminars of 60 to 90 minutes, starting at $100. They're built for business owners, professionals, managers, and leaders who want skills they can use the next morning, not a lecture about the future of work.

Yes, and they should be. AI fluency depends on the role you play. Employees need everyday capability, managers need workflow integration, and leaders need strategy and governance. Organizational Enablement combines private workshops, leadership sessions, and role-based programs built around the work your teams already do.

Most companies can't yet. Only 17% can prove financial impact from individual AI use, even while their people report working faster. So I tie enablement to specific workflows from the start: agree on how that work performs today, then check the same work after training. If the numbers don't move, you'll hear that from me too.