Get Off The Tools
The Get Off The Tools Coaching Programme
How these Terms apply
A. These Terms apply to every person or business enrolled on the Get Off The Tools Coaching Programme. They form part of the Partnership Agreement signed by the Partner. Together, the Partnership Agreement and these Terms are "the Agreement".
B. The Partner accepts these Terms by ticking the acceptance box when paying any part of the Programme Fee, and again by signing the Partnership Agreement. The version of these Terms in force on the Start Date governs the Agreement for its whole duration; a later version applies only to Partners who start after it is published.
C. If the Partnership Agreement and these Terms conflict, these Terms apply, except that the Programme Fee, Deposit, Balance and any payment plan written in the Partnership Agreement always apply.
D. The plain-English summaries in the Partnership Agreement are summaries of these Terms. Where a summary and the corresponding clause or Schedule differ, the clause or Schedule applies.
1.1 "The Company" means Get Off The Tools Ltd, together with its directors, employees, contractors, coaches and authorised representatives.
1.2 "The Partner" means the individual or entity named in the Partnership Agreement who is enrolled onto the Programme. Where the Partner is a limited company, the individual signing warrants they have authority to bind that company.
1.3 "The Programme" means the Get Off The Tools Coaching Programme, a coaching and consultancy programme delivered by the Company, as described in Schedule 1.
1.4 "Programme Materials" means all training content, video recordings, call recordings, templates, documents, frameworks, scripts, schedules of rates, systems, tools and methodologies made available to the Partner by the Company as part of the Programme.
1.5 "The Community" means the Company's private online member community (currently hosted on Skool) and any successor or replacement platform.
1.6 "Start Date" means the date on which the Partnership Agreement is signed by the Partner.
1.7 "Programme Term" means the period of 12 months from the Start Date, as extended under Clause 13.4 where applicable.
1.8 "Programme Fee", "Deposit" and "Balance" mean the sums set out in the Partnership Agreement.
1.9 "Confidential Information" means all non-public information disclosed by the Company to the Partner, or by one member to another within the Programme, including but not limited to the Programme Materials, pricing documents and schedules of rates, quoting templates, business processes, CRM configurations, financial information, operational procedures, and the business affairs of the Company and of other members.
1.10 "Intellectual Property" means all copyright, database rights, trade marks, designs, know-how and other intellectual property rights in the Programme Materials and in the Company's brand, systems and methodologies.
1.11 "Pipeline Introductions" means the introductions to third-party work opportunities described in Schedule 3.
1.12 "Results Guarantee" means the conditional guarantee set out in Clause 13, marketed as the "Until You Get There" Guarantee.
1.13 "The Promise" means the outcome described in Clause 13.1, measured in accordance with Schedule 5.
1.14 "Guarantee Conditions" means the conditions set out in Schedule 4, each of which must be satisfied by the Partner within the time stated for the Results Guarantee to apply.
1.15 "Partner Business" means the single trading business named in the Partnership Agreement, being the business in respect of which the Programme is delivered and the Promise is measured.
1.16 "Turnover" has the meaning given in Schedule 5, paragraph 1.
1.17 "Baseline Information" means the information about the Partner Business listed in Schedule 4, Condition A2, supplied by the Partner at the start of the Programme and used to measure the Promise.
1.18 "Baseline Hours" means the Partner's average weekly hours on the tools declared in the Baseline Information, as defined in Schedule 5, paragraph 3.
1.19 "Comparison Period" and "Result Period" have the meanings given in Schedule 5, paragraph 2.
1.20 "Onboarding Call" means the one-to-one onboarding call between the Partner and a Company coach described in Schedule 1.
1.21 "Review Calls" means the one-to-one review calls at approximately 90, 180 and 270 days after the Start Date described in Schedule 1.
1.22 "Checkpoint" means the 180-day checkpoint described in Clause 13.3 and Schedule 4, Part G.
1.23 "Live Attendance" means the Partner joining a weekly group coaching session live, in person or by video, for at least 30 minutes of that session, as shown in the Company's attendance records. Watching a recording is not Live Attendance.
1.24 "Numbers Post" means the monthly post of the Partner's business numbers in the Community, and "Hours Post" means the weekly post of the Partner's hours on the tools, each in the format provided by the Company and described in Schedule 4, Condition B2.
1.25 "Implementation Record" means the record, in the format provided by the Company (whether a shared document or a designated thread in the Community), on which the Partner records and evidences completion of each Guarantee Condition.
1.26 "Toolkit" means the templates, calculators, spreadsheets, scripts, checklists and written frameworks forming part of the Programme Materials, excluding video content, call recordings, and access to the Community.
1.27 "Qualifying Claim" means a claim under the Results Guarantee that the Company has confirmed, or is deemed to have confirmed, under Clause 13.6.
2.1 The Company provides coaching, consultancy, training materials, live group sessions and community access. The Programme is educational and advisory in nature.
2.2 Save as expressly set out in Schedule 3 (Pipeline Introductions), the Company does not source, allocate, subcontract, refer or otherwise provide any work, contracts, jobs, projects or leads to the Partner, and nothing in the Agreement obliges the Company to do so. Where Schedule 3 applies, the Company's obligations are limited to those expressly stated in that Schedule and the Company gives no guarantee of the volume, value, frequency, location or profitability of any opportunity introduced.
2.3 Nothing in the Agreement creates a partnership, joint venture, employment relationship, agency, or franchise between the parties. Notwithstanding the title of the Partnership Agreement and the use of the term "the Partner", the parties are independent of one another and neither has authority to bind the other or to incur liability on the other's behalf.
2.4 The Partner remains solely responsible for their own business at all times, including all commercial decisions, pricing, contracts with their own clients, engagement of their own employees and subcontractors, tax affairs, insurance, licensing, qualifications, health and safety, and legal and regulatory compliance.
2.5 The Partner enters into the Agreement wholly for the purposes of their trade, business or profession and confirms that they are not acting as a consumer. The parties agree that the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013 do not apply to the Agreement.
2.6 Nothing provided under the Programme constitutes legal, accounting, tax, insurance or regulated financial advice. Any guidance on funding, credit facilities or invoice financing is general commercial guidance only. The Partner should take independent professional advice before acting on anything discussed within the Programme. Guidance on pricing, margins and quoting is general commercial coaching applied to the Partner's own cost base; it is not financial advice, and the Partner remains free to set its own prices.
3.1 For the duration of the Programme Term, the Company will provide the Partner with the deliverables set out in Schedule 1, including the minimum coaching commitment recorded in that Schedule. Paragraph 1 of the Partnership Agreement summarises Schedule 1.
3.2 Live group coaching calls and Q&A sessions run to a published schedule. Subject always to the minimum coaching commitment in Schedule 1, the Company may change the timing, format, platform or host of any session, and may substitute a recording where a live session cannot proceed. The Company will not materially reduce the overall substance of the Programme during the Programme Term.
3.3 Where in-person events are offered, attendance is subject to availability and may be subject to separate terms and to additional costs including tickets, travel, accommodation and subsistence, all of which are borne by the Partner. Events are not a guaranteed element of the Programme.
3.4 The Company may update, replace or withdraw individual Programme Materials, tools or third-party platforms where these are superseded, discontinued, or no longer licensed to the Company.
3.5 Access to the Community, the training school and all Programme Materials ends automatically at the end of the Programme Term, subject to Clause 8.7 and Clause 13.8. The Company may offer continued access on renewal terms at its discretion; any renewal must be agreed in writing.
3.6 The Programme Fee does not include third-party software or subscription costs (including any CRM platform), insurance, equipment, event tickets, travel, call-answering or administrative services, or any other operating cost of the Partner's business, including the cost of any person engaged by the Partner to satisfy a Guarantee Condition. Optional services offered by the Company, including website design and build, are not part of the Programme and are subject to separate agreement and separate fees.
3.7 The Company will offer the Partner an Onboarding Call on a date falling within 14 days of the Start Date, and will offer each Review Call on a date falling within 21 days before or after the day on which it falls due. Where a Review Call does not take place within that window for a reason within the Company's control, the related deadline in Schedule 4 is extended by the length of the delay. Where the Company holds fewer weekly group coaching sessions in any period than Schedule 4 assumes, the attendance conditions in Schedule 4 are reduced for that period as stated in that Schedule.
4.1 Save for the Results Guarantee in Clause 13, which is a contractual promise to provide the remedies described in that clause on the conditions stated in it and nothing more, the Company gives no guarantee of any specific financial result, revenue figure, profit level, contract win, or business outcome.
4.2 Any case studies, examples, figures, testimonials or projections shared during sales calls, in marketing materials, or within the Programme are illustrative only and do not constitute representations, warranties, or guarantees.
4.3 The Partner acknowledges that results depend on their own effort, skill, capital, existing business position, market conditions and other factors outside the Company's control, and that the Results Guarantee is conditional on the Partner doing the work described in Schedule 4.
4.4 The Partner confirms that in entering into the Agreement they have not relied upon any statement, representation, assurance, warranty, earnings claim or projection that is not expressly set out in the Agreement. Nothing in this clause limits or excludes liability for fraudulent misrepresentation.
5.1 The Partner agrees to pay the Programme Fee set out in the Partnership Agreement. The Deposit is payable on signature. Unless a payment plan is recorded in the Partnership Agreement, the Balance is payable in full within 30 days of signature.
5.2 Where a payment plan is recorded in the Partnership Agreement, the Partner agrees to pay each instalment in the amount and on the date stated. Time is of the essence in respect of each payment.
5.3 The Deposit is non-refundable and is applied against the Programme Fee, save where a refund falls due under Clause 10.6 or Clause 13.7(a).
5.4 Where a payment plan is recorded, the Partner shall maintain a valid payment method on file with the Company and authorises the Company to collect each scheduled instalment from that payment method on its due date.
5.5 The Company is not registered for VAT at the date of these Terms and no VAT is chargeable on the Programme Fee. The Programme Fee recorded in the Partnership Agreement is the total sum payable by the Partner. If the Company becomes registered for VAT during the Programme Term, no VAT will be added to the Programme Fee recorded in the Partnership Agreement.
5.6 If any payment is not received by its due date:
(a) the Company may suspend the Partner's access to the Programme, the Community, the training school and all Programme Materials, without liability, until the account is brought up to date;
(b) suspension does not suspend, reduce or extend the Partner's payment obligations, and the Programme Term continues to run during any period of suspension;
(c) the Company may charge interest and fixed sum compensation on the overdue amount in accordance with the Late Payment of Commercial Debts (Interest) Act 1998; and
(d) if the payment remains outstanding for 14 days, the entire unpaid balance of the Programme Fee becomes immediately due and payable in full.
5.7 The Programme Fee is non-refundable once the Partner has been granted access to any Programme Materials, the Community, the training school, or any Confidential Information, except (a) where a refund is required by law, (b) where a refund falls due under Clause 10.6, or (c) where a refund falls due under Clause 13.7(a).
5.8 Termination of the Agreement by the Partner under Clause 10.3, or by the Company under Clause 10.2, does not discharge the Partner's liability for the full Programme Fee, whether or not it has fallen due at the date of termination. All instalments remain payable in full regardless of the Partner's level of engagement with the Programme. This clause does not apply where the Agreement is terminated in the circumstances described in Clause 10.6 or where a refund is paid under Clause 13.7(a).
5.9 The Partner shall not initiate a chargeback, payment reversal or dispute with any card issuer or payment provider in respect of the Programme Fee. Where the Partner does so other than in respect of a sum properly refundable under the Agreement, the Partner shall be liable to the Company for the amount reversed together with any fees, charges and reasonable costs incurred by the Company as a result.
5.10 Save in respect of any sum properly refundable under Clause 10.6 or Clause 13.7(a), the Partner shall pay all sums due under the Agreement without set-off, deduction or counterclaim.
5.11 The Company may recover outstanding fees through legal proceedings or a third-party collections agency, and the Partner shall be liable for all reasonable costs of recovery including legal and agency fees.
6.1 The Partner shall engage with the Programme in good faith and provide accurate and complete information about their business where reasonably requested for the purpose of delivering coaching.
6.2 The Partner shall conduct themselves professionally and respectfully towards the Company, its team, and other members at all times, whether within the Community, on live calls, or at events.
6.3 The Partner shall not use the Community or any Programme session to advertise, promote, solicit or sell to other members without the Company's prior written consent.
6.4 Access to the Community and Programme Materials is personal to the Partner and, where agreed in writing, one named individual within the Partner's business. The Partner shall not share login credentials or grant any other person access.
6.5 The Company may remove the Partner from the Community, a live session, or an event, without refund, in the event of abusive, discriminatory, threatening, or persistently disruptive conduct.
6.6 The Partner shall not make any public statement, social media post or communication about the Company, its directors, its team or any other member which is untrue, misleading, or made maliciously or in bad faith. Nothing in this clause prevents the Partner from expressing an honest opinion about the Programme, from making a protected disclosure, or from providing information to a regulator, court or professional adviser.
6.7 The Guarantee Conditions in Schedule 4 are conditions of the Results Guarantee only. A failure by the Partner to satisfy a Guarantee Condition is not a breach of the Agreement and does not of itself entitle the Company to terminate under Clause 10.2; its only consequence is as set out in Clause 13.
7.1 The Partner acknowledges that live group calls, Q&A sessions, onboarding calls, Review Calls and events are routinely recorded and transcribed for training, quality assurance and Programme delivery purposes, and consents to being recorded. Recordings of group sessions may be made available to other members within the Community. The Company keeps attendance records for group sessions for the purpose of administering the Results Guarantee.
7.2 A Partner who does not wish to appear in a recording must notify the Company in advance and may attend with camera and microphone switched off. Attending with camera and microphone off still counts as Live Attendance.
7.3 The Partner shall not record, screenshot, transcribe, download, or otherwise reproduce any call, session or Programme Material, other than written notes for their own reference, and shall not share any such material with any third party.
7.4 Subject to Clause 7.6, the Partner shall not disclose, share, distribute, copy, reproduce or make available any Confidential Information to any third party, whether during or after the Programme Term, without the Company's prior written consent, and shall not use Confidential Information for any purpose other than participating in the Programme and operating their own business in accordance with Clause 8.2.
7.5 Without limitation, the following are expressly Confidential Information:
(a) all Programme Materials, training content and recordings;
(b) any schedule of rates, pricing schedule, rate card or pricing framework provided by the Company;
(c) the Company's quoting templates, Bill of Quantities frameworks, outreach scripts and CRM configurations;
(d) the Company's financial information, including revenue, margins and commercial arrangements;
(e) the business information, figures and circumstances of any other member disclosed within the Community or on any call; and
(f) the Programme Fee and the terms of the Agreement.
7.6 Clause 7.4 does not prevent the Partner from disclosing the Agreement or any Confidential Information:
(a) to their accountant, solicitor, insurer, auditor, funder or other professional adviser, where reasonably required for the purpose of obtaining professional advice or arranging finance or insurance, provided the Partner procures that the recipient keeps the information confidential on equivalent terms;
(b) to their own directors, officers and employees on a need-to-know basis, provided the Partner remains responsible for their compliance with this Clause 7;
(c) where required by law, by a court of competent jurisdiction, by HM Revenue & Customs, or by any regulatory or governmental authority; or
(d) where the information is or becomes public through no breach of the Agreement by the Partner.
7.7 The obligations in this Clause 7 survive termination or expiry of the Agreement and remain in force indefinitely.
7.8 In the event of a breach or suspected breach of this Clause 7, the Company shall be entitled to seek injunctive relief in addition to any other remedy available at law or in equity.
7.9 Each party acts as an independent data controller in respect of personal data it processes in connection with the Agreement, and each shall comply with the UK General Data Protection Regulation and the Data Protection Act 2018. The Company's privacy notice is available at getoffthetools.co.uk/privacy-policy.
7.10 The Company will not use the Partner's name, likeness, business name, logo, or results in any marketing or promotional material without the Partner's prior written consent, given separately from the Agreement. Any consent given may be withdrawn in respect of future use at any time by written notice.
7.11 Baseline Information, Numbers Posts, Hours Posts and the Implementation Record contain business information of the Partner. The Company will use them only for delivering the Programme, coaching the Partner, and administering the Results Guarantee. Numbers Posts and Hours Posts are made by the Partner in the Community and are visible to other members; the Partner may post turnover as a percentage change rather than a cash figure if they prefer, provided the cash figures are supplied to the Company privately on request.
8.1 All Intellectual Property in the Programme Materials remains the sole and exclusive property of the Company or its licensors.
8.2 The Company grants the Partner a non-exclusive, non-transferable, revocable, personal licence, for the duration of the Programme Term only, to use the Programme Materials solely for the purpose of operating the Partner's own business.
8.3 The Partner shall not copy, reproduce, modify, distribute, sell, sublicense, publish, or share any Programme Material with any third party.
8.4 The Partner shall not create derivative works based on the Programme Materials, including but not limited to establishing competing training programmes, courses, or mentorship offerings that incorporate the Company's materials or methodologies.
8.5 Where any Programme Material is licensed to the Company by a third party, the Partner's use of that material is additionally subject to the terms of that third-party licence, and access will cease if that licence ends or is varied.
8.6 Upon expiry or termination of the Agreement, the licence in Clause 8.2 terminates and the Partner must delete or return all copies of Programme Materials in their possession, including digital copies, within 14 days, save for the Toolkit where Clause 8.7 applies. This does not require the Partner to delete or cease using any document, quotation, contract or record created by the Partner in the ordinary course of their own business.
8.7 Toolkit licence for life. Where (a) the Programme Term expires with the Programme Fee paid in full, or (b) the Partner makes a Qualifying Claim, the Company grants the Partner a non-exclusive, non-transferable, perpetual, personal licence to continue using the Toolkit solely for the purpose of operating the Partner Business. Clauses 7, 8.3, 8.4 and 9 continue to apply to the Toolkit. This licence does not extend to video content, call recordings, the Community, or any materials licensed to the Company by a third party, and may be revoked for breach of Clause 7, 8.3, 8.4 or 9.
9.1 During the Programme Term and for a period of 12 months following its expiry or termination, the Partner shall not directly or indirectly:
(a) solicit or entice away any employee, coach, contractor or supplier of the Company;
(b) encourage or induce any other member of the Programme or the Community to terminate, reduce or not renew their engagement with the Company; or
(c) establish, operate, or be materially involved in any coaching, training, mentorship or consultancy programme aimed at tradespeople or contracting businesses which uses, incorporates, or is derived from the Programme Materials or the Company's methodologies.
9.2 For the avoidance of doubt, nothing in this Clause 9 restricts the Partner from operating, marketing, growing or scaling their own trades or contracting business, from winning work from any client of their choosing, from continuing any relationship with a client introduced under Schedule 3, or from purchasing services from any third party.
9.3 The parties consider the restrictions in this Clause 9 to be reasonable and necessary to protect the Company's legitimate business interests. If any restriction is held to be unenforceable as drafted but would be enforceable if its scope or duration were reduced, it shall apply with such modification as is necessary to make it enforceable.
10.1 The Agreement begins on the Start Date and continues for the Programme Term, after which it expires automatically unless renewed in writing by both parties or extended under Clause 13.8.
10.2 The Company may terminate the Agreement immediately by written notice if the Partner:
(a) commits a material breach of the Agreement and fails to remedy it within 14 days of written notice;
(b) breaches Clause 7 (Confidentiality) or Clause 9 (Non-Solicitation);
(c) commits an act of fraud, dishonesty or gross misconduct;
(d) engages in conduct falling within Clause 6.5;
(e) becomes insolvent, enters bankruptcy or administration, or has a winding-up petition presented against them; or
(f) has any payment outstanding for 14 days or more.
10.3 The Partner may terminate the Agreement by giving 30 days' written notice. Save where Clause 10.6 applies, termination by the Partner does not entitle them to any refund and does not discharge their liability for the full Programme Fee in accordance with Clause 5.8. Termination by the Partner under this clause ends the Results Guarantee.
10.4 Upon expiry or termination for any reason:
(a) the Partner's access to the Community, the training school, live calls and all Programme Materials will be revoked, subject to Clause 8.7 and Clause 13.8;
(b) the licence granted in Clause 8.2 terminates immediately; and
(c) the Partner must return or destroy all Confidential Information and Programme Materials within 14 days, subject to Clause 8.6 and Clause 8.7.
10.5 Clauses 4, 5, 7, 8.7, 9, 11, 12 and 13 survive expiry or termination of the Agreement.
10.6 Refund on Company default. Where:
(a) the Company terminates the Agreement for any reason other than one set out in Clause 10.2; or
(b) the Company materially fails to deliver the minimum coaching commitment recorded in Schedule 1 and does not remedy that failure within 30 days of receiving written notice from the Partner specifying the failure, in which case the Partner may terminate the Agreement immediately by written notice,
then the Company shall refund to the Partner a proportion of the Programme Fee actually paid, calculated on a pro-rata basis by reference to each whole calendar month of the Programme Term remaining after the effective date of termination, and no further sums shall be payable by the Partner under the Agreement. Any refund due under this clause shall be paid within 30 days of the effective date of termination.
11.1 The Company is not liable for any loss arising from the Partner's decision to act, or not to act, upon any guidance, coaching, material or recommendation provided under the Programme. All commercial decisions remain the Partner's own.
11.2 The Company's total aggregate liability under or in connection with the Agreement shall not exceed the Programme Fee actually paid by the Partner.
11.3 The Company shall not be liable for any indirect, consequential or incidental loss, including loss of profit, loss of business, loss of contracts, loss of opportunity, loss of goodwill, or loss of data.
11.4 Neither party shall be liable for any failure or delay in performing its obligations caused by an event beyond its reasonable control, provided it takes reasonable steps to mitigate the effect.
11.5 Nothing in the Agreement excludes or limits liability for death or personal injury caused by negligence, for fraud or fraudulent misrepresentation, or for any other liability that cannot lawfully be excluded or limited.
12.1 The Partnership Agreement and these Terms, including Schedules 1, 3, 4 and 5, constitute the entire agreement between the parties and supersede all prior discussions, representations, proposals and agreements, whether oral or written.
12.2 No variation of the Agreement is effective unless made in writing and agreed by both parties. An exchange of emails between the Company's contact email and the Partner's contact email expressly agreeing a variation satisfies this clause. The Company does not vary these Terms unilaterally during a Partner's Programme Term.
12.3 If any provision of the Agreement is held to be invalid or unenforceable, the remaining provisions continue in full force and effect.
12.4 The failure or delay of either party in enforcing any right under the Agreement does not constitute a waiver of that right.
12.5 The Partner may not assign or transfer the Agreement without the Company's prior written consent.
12.6 Any notice under the Agreement must be in writing and sent by email to the addresses set out in the Partnership Agreement, or by recorded delivery post to the recipient's registered or stated address.
12.7 A person who is not a party to the Agreement has no rights under the Contracts (Rights of Third Parties) Act 1999 to enforce any of its terms.
12.8 The Partnership Agreement may be executed electronically. The parties agree that an electronic signature has the same legal effect as a handwritten signature, and that it may be executed in counterparts. Acceptance of these Terms by tick-box at the point of payment is binding.
12.9 The Agreement is governed by the laws of England and Wales, and the parties submit to the exclusive jurisdiction of the courts of England and Wales.
13.1 The Promise. The Company's promise is that, by the end of the Programme Term, the Partner Business will have (a) added at least £100,000 to its annual Turnover, and (b) reduced the Partner's hours on the tools by at least two full working days (16 hours) per week, each measured in accordance with Schedule 5. The Promise is achieved only if both limbs (a) and (b) are met. If either limb is not met, the Partner may claim under this Clause 13.
13.2 Conditions. The Results Guarantee applies only where the Partner has satisfied every Guarantee Condition in Schedule 4 within the time stated for it, has paid the Programme Fee in full, and has recorded the evidence required by Schedule 4 on the Implementation Record. The Guarantee Conditions describe the work that the Programme requires; the Partner acknowledges that the Promise depends on that work being done.
13.3 Checkpoint. At the 180-day Review Call the Company will confirm in writing whether the Checkpoint conditions in Schedule 4, Part G have been met. Where they have not, the Company will state which conditions are outstanding and the Partner will have 30 days from that notice to satisfy them. If the outstanding conditions are satisfied within that period, the Results Guarantee continues unaffected. If they are not, the Results Guarantee lapses, and the Programme otherwise continues on the terms of the Agreement.
13.4 Pause. If the Partner is prevented from trading for a continuous period of 28 days or more by serious illness, injury, bereavement or another event outside the Partner's reasonable control, the Partner may request in writing that the Programme Term, the deadlines and attendance periods in Schedule 4 and the measurement periods in Schedule 5 be paused for the period of that event, up to a maximum of 90 days in total. The Company will not unreasonably refuse such a request. The Company may ask for reasonable supporting information but will not require medical detail.
13.5 Making a claim. A claim under the Results Guarantee must be made in writing to the Company's contact email no earlier than the end of the Programme Term and no later than 30 days after it, and must include (a) the Implementation Record, (b) the Turnover evidence for the Comparison Period and the Result Period described in Schedule 5, and (c) the Hours Posts relied on for limb (b) of the Promise.
13.6 Verification. Within 21 days of receiving a claim the Company will either confirm it as a Qualifying Claim or set out in writing which Guarantee Conditions or measurement requirements it considers unmet and why. The Company may request further evidence once, and the Partner shall respond within 14 days; the 21-day period restarts on receipt of that response. If the Company does not respond within the 21-day period, the claim is deemed confirmed. The Company will act reasonably and in good faith in verifying a claim.
13.7 Remedies. Within 14 days of a claim becoming a Qualifying Claim, the Partner shall elect in writing one of the following, and the election is final:
(a) Refund. The Company will refund the Programme Fee actually paid, in full and without deduction, within 30 days of the election, to the payment method used or to a UK bank account nominated by the Partner in writing. On payment of the refund the Agreement ends, subject to Clause 10.5; or
(b) Extended Coaching. The Company will continue to provide the Programme, including the minimum coaching commitment in Schedule 1, at no charge for a further period of up to 12 months (the "Extended Coaching Period"), ending on the earlier of the date the Promise is achieved (measured under Schedule 5 on a rolling basis) and the end of the 12 months.
In either case the Partner retains the Toolkit under Clause 8.7.
13.8 Extended Coaching Period. During the Extended Coaching Period the Agreement continues to apply, the Partner shall continue to satisfy Conditions B1 (at the rate of one Live Attendance in each 28-day block), B2 and B4 in Schedule 4, and the Company may end the Extended Coaching Period on 14 days' written notice if the Partner fails to do so for two consecutive months. No refund is payable at the end of an Extended Coaching Period.
13.9 When the Results Guarantee does not apply. The Results Guarantee lapses and no claim may be made where:
(a) any Guarantee Condition has not been satisfied within its stated time, subject to Clause 13.3, Clause 13.4 and Clause 13.11;
(b) any part of the Programme Fee is unpaid at the date of the claim;
(c) the Agreement has been terminated under Clause 10.2 or Clause 10.3;
(d) the Baseline Information or any evidence supplied by the Partner is materially false or misleading;
(e) the Partner Business ceases trading, is sold, merged or transferred, or changes its principal trade during the Programme Term; or
(f) the Partner is in breach of Clause 7 or Clause 9.
13.10 Sole remedy. The remedies in Clause 13.7 are the Partner's sole and exclusive remedies in respect of the Promise not being achieved, and the Company has no other liability in respect of the Partner's results. Clause 11 applies to this Clause 13.
13.11 Minor shortfalls. The Company may, at its discretion and without creating any precedent, treat a Guarantee Condition as satisfied where the Partner has substantially complied with it and any shortfall is minor and has not materially affected the Partner's results.
13.12 Personal to the Partner. The Results Guarantee is personal to the Partner and the Partner Business, may be exercised once, and may not be assigned.
A coaching and consultancy programme for tradespeople and contracting business owners who want to build consistent revenue, put proper systems behind it, and step back from working on the tools.
For the 12-month Programme Term, the Programme includes:
Minimum Coaching Commitment. For the purposes of Clauses 3.1, 3.2, 3.7 and 10.6, the Company commits to the following minimum levels of live coaching and support across the Programme Term:
The Programme Fee, Deposit, Balance and any payment plan are set out in the Partnership Agreement signed by the Partner. No VAT is chargeable. The Programme Fee covers the Programme described in Schedule 1 and the Pipeline Introductions described in Schedule 3 only. No further sums are payable by the Partner beyond the Programme Fee recorded in the Partnership Agreement.
This Schedule sets out the full extent of the Company's obligations in respect of work introductions, and the basis on which the Company operates that element of its offer.
1.1 During the Programme Term, the Company may, at its sole discretion, offer the Partner introductions to maintenance and renovation work opportunities as and when such opportunities become available to the Company and are, in the Company's reasonable judgement, suitable for the Partner having regard to trade, capacity and location.
1.2 Where the Company elects to make such an introduction, it will do so by putting the Partner in contact with the relevant client, contractor or managing agent, or by passing the Partner's details to that party.
1.3 The allocation of any opportunity between members of the Programme is a matter for the Company alone. The Company may take into account trade, location, capacity, insurance and accreditation, past performance, and the requirements of the third party concerned.
2.1 The Company gives no guarantee, warranty or representation as to the number, value, frequency, duration, location, margin or profitability of any opportunity introduced, or that any opportunity will be introduced in any given period or at all.
2.2 The Company does not guarantee that any introduction will result in a contract being awarded to the Partner. Whether work is awarded is a matter for the third party.
2.3 The Company is not a party to any contract entered into between the Partner and any third party following an introduction. Any such contract is a direct contract between the Partner and that third party, on terms agreed between them.
2.4 The Company is not responsible for, and accepts no liability in respect of, the conduct, solvency, payment, health and safety practices or contractual performance of any third party introduced, or for the pricing, scope, quality or profitability of any work the Partner undertakes.
2.5 The Partner is free to accept or decline any opportunity introduced, at their sole discretion and without penalty.
2.6 For the avoidance of doubt, the Programme Fee is payable in respect of the coaching, materials, community and support described in Schedule 1. Pipeline Introductions are an additional discretionary element of the Programme, and no part of the Programme Fee is apportioned to them. The absence of any introduction during the Programme Term does not constitute a failure by the Company to deliver the Programme and does not give rise to any right of refund, set-off or termination under Clause 10.6. Turnover arising from work introduced under this Schedule counts as Turnover of the Partner Business for the purposes of Schedule 5.
3.1 The Partner remains solely responsible for satisfying themselves as to the suitability, pricing and risk of any opportunity before accepting it, and for carrying out their own checks on any third party introduced.
3.2 The Partner shall hold and maintain all insurances, licences, qualifications and accreditations required to carry out any work accepted.
3.3 The Partner shall not hold themselves out as an agent, employee, subcontractor or representative of the Company when dealing with any third party introduced.
4.1 No introduction fee, commission or percentage is payable by the Partner to the Company in respect of any opportunity introduced under this Schedule, or in respect of any work subsequently awarded to the Partner.
4.2 The Partner is free to continue any client relationship established through an introduction after the end of the Programme Term, and Clause 9 does not restrict them from doing so.
This Schedule sets out the work the Partner must do, and the evidence the Partner must record on the Implementation Record, for the Results Guarantee to apply. Paragraph 5 of the Partnership Agreement summarises this Schedule in plain English; this Schedule governs. "Day" means a calendar day counted from the Start Date. Where a Condition refers to a Company template, script, calculator or format, the Partner may use their own equivalent provided it contains the same substance. Evidence for a one-off Condition is recorded by posting it to the Implementation Record within 14 days of the Condition being met, or, if later, before the claim is made. Conditions marked "Review Call" are confirmed by the Company coach at the Review Call stated, and the Company will record the outcome on the Implementation Record within 7 days of that call.
| No. | Condition | Deadline | Verified from |
|---|---|---|---|
| A1 | Attend the Onboarding Call. | Day 30 | Company call record. |
| A2 | Supply the Baseline Information: (i) monthly Turnover of the Partner Business for each of the 12 full calendar months before the Start Date (or for all full months traded, if fewer); (ii) Baseline Hours; (iii) current average job value and average number of quotes issued per month, as best estimates. | Day 30 | One upload: bank statements, accounting software report or accountant's confirmation for (i); the Baseline Information form for (ii) and (iii). |
| A3 | Achieve Live Attendance at two weekly group coaching sessions within the first 30 days. Where the Company holds fewer than three sessions in that period, Live Attendance at one session satisfies this Condition. | Day 30 | Company attendance records. |
| No. | Condition | Deadline | Verified from |
|---|---|---|---|
| B1 | Live Attendance at weekly group coaching sessions as follows: (i) at least one Live Attendance in each consecutive 28-day block counted from the Start Date up to day 280, except that any one block may be excused where the Partner notifies the Company in advance of a holiday or absence covering that block; and (ii) at least 18 Live Attendances in total between the Start Date and day 270. Where the Company holds fewer than three sessions in any 28-day block, requirement (i) is treated as met for that block and requirement (ii) is reduced by one for each such block. | Each block; day 270 | Company attendance records. |
| B2 | (i) Make a Numbers Post by the 7th day of each month, covering the previous month: Turnover (or percentage change, under Clause 7.11), quotes issued and won, average job value, average weekly hours on the tools, cash at bank and money owed to the business, and the one priority for the month ahead; in at least 10 of the 12 months of the Programme Term. (ii) Make an Hours Post in each week of months 9 to 12 of the Programme Term stating the Partner's hours on the tools that week, in at least 13 of those 16 weeks (and in each of the four consecutive weeks relied on under Schedule 5, paragraph 3.3). | Monthly; weekly in months 9 to 12 | The Numbers and Hours threads in the Community. |
| B3 | Attend the three Review Calls, each within 21 days of its due date, rescheduling with at least 24 hours' notice where necessary. | Days 90, 180, 270 | Company call records. |
| B4 | Respond to any written request from the Company for information or evidence relating to the Programme or the Results Guarantee within 14 days. | Throughout | Correspondence. |
| No. | Condition | Deadline | Verified from |
|---|---|---|---|
| C1 | Reprice all new quotes using the Company's pricing method, which builds a price from the Partner Business's own labour costs, materials, overhead recovery and a target margin. The Company checks that the resulting prices are at least 15% higher than the Partner's pricing for equivalent work immediately before the Start Date, unless a different threshold has been agreed in writing under this Condition, and that they are maintained at or above that level for the rest of the Programme Term except where a reduction is agreed in writing with the Partner's coach. This Condition does not oblige the Partner to charge any particular price. The Partner sets its own prices independently on the basis of its own costs; the 15% figure is the threshold at which the Company treats the pricing method as applied for the purposes of the Results Guarantee only (Clause 6.7). Where the Partner's costed prices fall below that threshold, the Partner and the Company may agree a different threshold in writing at the 90-day Review Call. | Day 45, then throughout | Review Call (90 days): three quotes issued before the Start Date and three issued after day 45 for comparable work. Review Calls (180 and 270 days): three recent quotes. |
| C2 | Include written payment terms on every quote for work valued over £1,000, requiring a deposit before the job is booked and stage payments or a payment on start for jobs over £5,000. | Day 45, then throughout | Review Call (90 days): the quote template with terms and two examples. Later Review Calls: two recent examples. |
| No. | Condition | Deadline | Verified from |
|---|---|---|---|
| D1 | Have an automatic missed-call reply or enquiry auto-reply active on the Partner Business's main telephone number and online enquiry channels, and keep it active for the rest of the Programme Term. | Day 30 | One upload: screenshot of the set-up and of one reply sent. |
| D2 | Issue every quote for work valued over £1,000 as a written proposal in the Company's format (scope, specification, inclusions and exclusions, options, payment terms, start date and acceptance). | Day 60, then throughout | Review Calls (90 and 180 days): three proposals, customer details removed. |
| D3 | Record every enquiry, quote and job in one system (job-management software, a CRM, or the Company's sheet), showing each enquiry's progress from enquiry to won or lost and each job's schedule and invoice. | Day 90, then throughout | Review Calls (90, 180 and 270 days): the system shown on screen. |
| D4 | Complete the Partner Business's Google Business Profile (categories, services, areas served and at least 10 photographs) by day 90, and obtain at least five new Google reviews between day 30 and day 180. | Day 90; day 180 | One upload: profile screenshot. Review count checked publicly at the 180-day Review Call. |
| No. | Condition | Deadline | Verified from |
|---|---|---|---|
| E1 | Write a one-page job standard for the Partner Business's core work, using the Company's template, before the first person under E2 starts. | Day 90 | One upload: the job standard. |
| E2 | Engage at least one person (employed, or subcontracted on written terms) who is capable of running a job on site without the Partner present, for at least three days per week, by day 120, and have such a person engaged at the date of the 180-day Review Call and at the date of the 270-day Review Call. A person already engaged on these terms at the Start Date satisfies this Condition. | Day 120; days 180 and 270 | One upload: the subcontractor agreement or employment contract. Review Calls (180 and 270 days): a recent invoice, timesheet or payslip for that person. |
| No. | Condition | Deadline | Verified from |
|---|---|---|---|
| F1 | Have written checklists in use for at least the survey, job start and handover stages of a job. | Day 180 | One upload: the three checklists. |
| F2 | Have at least one lead source live in addition to word of mouth and the Google Business Profile: for example a website with an enquiry form, a past-customer or referral campaign sent, a paid advertising campaign running, or written outreach to at least ten commercial clients. | Day 180 | One upload: link or screenshot showing the source live. |
| F3 | Reduce hours on the tools to at least one full working day (8 hours) per week below Baseline Hours for four consecutive weeks. | Day 270 | Hours Posts and Numbers Posts. |
| F4 | Complete the training school lessons designated as Stage 1 and Stage 2 (or the equivalent core lessons designated at the Start Date), including their written action steps. | Stage 1 by day 120; Stage 2 by day 270 | Training school completion records; action steps posted. |
For the purposes of Clause 13.3, the Checkpoint conditions are: A1, A2, A3, B1 (for the blocks completed by day 180), B2 (at least five Numbers Posts by day 180), the 90-day Review Call under B3, C1, C2, D1, D2, D3, E1, E2 and Stage 1 under F4.
1. Turnover. "Turnover" means the total value of sales invoiced by the Partner Business to its customers for goods and services supplied, excluding VAT (where the Partner Business is VAT registered), and excluding the sale of assets, loans, grants, insurance receipts, and any sums invoiced by any other business owned or controlled by the Partner. Turnover is measured by invoice date. Where the Partner Business does not raise invoices for some work, payments received for that work are counted by date of receipt.
2. Limb (a): added annual Turnover.
2.1 The "Result Period" is months 10, 11 and 12 of the Programme Term (each month running from the day of the month on which the Start Date fell).
2.2 The "Comparison Period" is the three calendar months exactly one year before the Result Period. Where the Partner Business has not traded for the whole of the Comparison Period, the Comparison Period is instead the three full calendar months immediately before the Start Date.
2.3 Limb (a) of the Promise is achieved if: (Turnover in the Result Period minus Turnover in the Comparison Period) multiplied by four is at least £100,000.
2.4 Turnover for both periods is evidenced by bank statements, an accounting software report or an accountant's confirmation. Where the Company reasonably believes the figures supplied for either period are inaccurate, it may require confirmation from the Partner's accountant, the reasonable cost of which is borne by the Company if the figures are confirmed and by the Partner if they are not.
3. Limb (b): hours on the tools.
3.1 "Hours on the tools" means hours in which the Partner personally carries out trade work on site. It excludes surveys, quoting, supervising or inspecting other people's work, customer visits, travel, administration and management.
3.2 "Baseline Hours" is the Partner's average weekly hours on the tools over the three months before the Start Date, as declared in the Baseline Information and confirmed at the Onboarding Call.
3.3 Limb (b) of the Promise is achieved if, in any four consecutive weeks falling within months 9 to 12 of the Programme Term, the hours on the tools stated in the Partner's Hours Posts are, in each of those weeks, at least 16 hours below Baseline Hours. Where Baseline Hours are 16 or fewer, limb (b) is achieved if the stated hours in each of those four weeks are nil.
3.4 Weeks in which the Partner Business is closed for holiday are disregarded and do not break a run of consecutive weeks.
4. Rounding and disputes. Figures are taken to the nearest pound and the nearest hour. If the parties disagree about a measurement, they will first discuss it on a call; if still unresolved after 14 days, either party may refer the measurement to an independent accountant agreed between them (or, failing agreement, nominated by the President of the Institute of Chartered Accountants in England and Wales), whose decision on the figures is final and whose cost is borne by the party whose figure is further from the decided figure.