Refund and cancellation policy
Eligibility, timeframes, and process for refunds, cancellations, rescheduling, deposits, and work already started on consulting engagements.
Scope
This policy covers paid consulting engagements with Elevation Sales Advisory, including Sales Process Diagnostic work, Pipeline Rhythm Coaching series, Sales Playbook Development, and Deal Review Facilitation. It does not cover physical products, software subscriptions, or training courses we do not sell.
Refund eligibility
Refunds depend on how much advisory work has been performed and how close the engagement is to booked workshop dates.
- Full refund — available if you cancel in writing at least 14 days before the first scheduled workshop or interview day and no fieldwork has begun.
- Partial refund — available if you cancel between 13 and 5 days before the first scheduled day, or after limited preparatory work (briefing notes, interview scheduling) has begun. Preparatory time already spent is deducted at our standard advisory rate stated in your engagement letter.
- No refund — once fieldwork interviews or workshops have started, fees for completed portions are non-refundable. Unused future sessions in a coaching series may be credited toward a rescheduled date within 90 days rather than refunded in cash, at our discretion.
Deposits
Diagnostics and playbooks typically require a 40% deposit. Deposits are refundable under the full-refund rules above. After fieldwork begins, deposits are applied to completed work and are not returned as a separate cash refund beyond any partial-refund calculation.
Non-refundable items
- Travel costs already incurred with your written approval
- Third-party venue hire booked at your request
- Completed deal review sessions
- Delivered final process packs or playbooks
Rescheduling
You may reschedule a workshop or deal review once at no charge with at least 7 days’ notice. Later reschedules, or a second change, may incur a rescheduling fee of NZD 350 to cover calendar disruption. Coaching series weeks may shift by mutual agreement within the original series window.
No-shows
If key participants fail to attend a booked session without 24 hours’ notice, the session is treated as delivered for billing purposes. We will offer one courtesy reschedule when the absence was caused by a documented emergency.
Work already started
If an engagement ends early by client request after fieldwork begins, you remain responsible for fees covering completed interviews, workshops, and drafting. Materials produced to date can be provided in their then-current form.
Refund process and timing
Email info@devschema-core.digital with your engagement reference, the reason for the request, and relevant dates. We confirm eligibility within five business days. Approved refunds are processed to the original payment method within 10 business days of approval.
Method
Refunds are issued by the same method used for payment (bank transfer or invoice credit). We do not issue cash refunds at the office.
Cancellation by Elevation Sales Advisory
If we must cancel due to advisor illness or other cause on our side, you may choose a full refund of amounts paid for undelivered work or a rescheduled date at no additional fee.
Contact for refund requests
Elevation Sales Advisory
Level 8, 100 Lambton Quay, Wellington 6011
Phone: +64 4 555 9740
Email: info@devschema-core.digital