Terms of Service

1. Acceptance of Terms

By using this site, submitting an application, or purchasing The Margin Diagnostic, you agree to these Terms of Service. If you do not agree, do not use the site or purchase the service.

2. Description of Service

The Margin Diagnostic is an asynchronous advisory engagement. It produces a written report, an Executive Walkthrough, a 30/60/90-day action plan, and a 48-hour async Q&A window after delivery. It does not include live calls, ongoing advisory access, or a retainer relationship unless separately agreed in writing.

3. Payment Terms

The service is offered at a flat fee of $2,000 USD, charged one time through Stripe. Payment is required before production begins. Taxes, if applicable, are handled through the payment platform or as otherwise required by law.

4. Scope & Turnaround

Standard turnaround is 7 business days from receipt of payment. If clarification is needed and you delay responding to reasonable questions, turnaround may be extended by up to 3 additional business days. The service depends on receiving enough accurate information to produce a sound diagnostic.

5. Intellectual Property

You retain ownership of your business information, materials, and data. The Margin retains ownership of its methodology, frameworks, report structure, and templates. After delivery, you receive a perpetual, non-transferable license to use the report and related deliverables internally within your business.

6. Redistribution Prohibition

You may not resell, republish, distribute, or commercially exploit the report or substantial portions of it without written permission from The Margin. Internal sharing with employees, co-owners, advisors, investors, and legal or financial counsel is permitted where reasonably necessary for operating the business.

7. Confidentiality

The Margin does not publicly share client-identifying information without permission. The Margin may, however, use anonymized and non-identifying patterns, lessons, and generalized observations from engagements for editorial, research, and case-study purposes so long as they do not identify your business.

8. Limitation of Liability

To the maximum extent permitted by law, The Margin's total aggregate liability for any claim arising from or relating to the service is limited to the fees actually paid for the engagement, which for a standard diagnostic is $2,000 USD. The Margin is not liable for indirect, incidental, consequential, special, or punitive damages, or for lost revenue, lost profits, lost opportunities, or downstream business impacts.

The service is advisory. Decisions made using the diagnostic remain your responsibility. The Margin is not liable for outcomes resulting from implementation choices, non-implementation, staff decisions, vendor actions, financing decisions, or third-party conduct.

9. No Warranty of Outcomes

The Margin Diagnostic is designed to provide judgment, analysis, and recommendations. It does not guarantee any particular revenue result, margin improvement, organizational outcome, cost reduction, or growth target. Business performance depends on many variables outside the control of The Margin.

10. Indemnification

You agree to indemnify and hold harmless The Margin from third-party claims, liabilities, damages, and expenses arising out of your misuse of the deliverables, your breach of these terms, or your decisions and operations that rely on the diagnostic.

11. Chargeback Resolution

Before initiating a payment card chargeback, you agree to contact themargin@buildsoloai.com and allow 48 hours for direct resolution. Chargebacks initiated without prior contact may be contested with the engagement record, including intake materials, correspondence, payment timestamps, and delivery evidence.

12. Dispute Resolution — Arbitration

If a dispute cannot be resolved through direct communication, it will be resolved by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules. The venue for arbitration is Pennsylvania. Each party bears its own costs and fees unless the arbitrator decides otherwise. All disputes must be brought individually, not as part of a class action, representative action, or consolidated proceeding.

13. Governing Law

These terms are governed by the laws of Pennsylvania, United States, without regard to conflict-of-law principles.

14. Changes to Terms

The Margin may update these terms from time to time. The effective date at the top of this page indicates the current version. If a change materially affects active clients, The Margin will use reasonable efforts to communicate that change by email.

15. Contact

For notices, questions, complaints, or dispute communications, email themargin@buildsoloai.com.