1. Application and definitions
This schedule supplements the accepted master terms for a defined advisory Engagement. “Recommendation” means a business option or proposed course of action. “Strategy Deliverable” means the agreed analysis, plan, workshop record or other output. “Implementation” means execution of a recommendation and is included only if expressly scoped.
The SOW identifies the decision, intended audience, services, deliverables and exclusions. Consulting may address business concepts, positioning, web presence, acquisition priorities or automation strategy, using the business information available for that Engagement.
2. Inputs and working assumptions
Client provides accurate information about operations, service mix, market, capacity, constraints and the decisions under consideration. Identify material assumptions and gaps. DealDot may rely on Client information but should flag apparent inconsistencies that matter to the agreed analysis.
Client identifies the authorized decision makers and participants. Commercially sensitive information uses the agreed channel and confidentiality terms. Access to financial or customer systems is not included by implication, and unnecessary personal records should not be shared.
3. Work and deliverables
Define the research scope, meetings or workshops, decision criteria, documents and review stages. Practical recommendations should connect proposed work to Client priorities, available resources and dependencies rather than a generic service checklist.
A Strategy Deliverable may distinguish immediate priorities from later options and identify questions requiring specialist review. It is not a representation that every suggested service is available from DealDot. Additional implementation, vendor procurement or ongoing management requires a separate accepted scope.
4. Decision authority and limitations
Client retains decision authority, resource allocation and operational responsibility. DealDot does not commit Client to purchases, staffing, customers, vendors or legal obligations without express authority. Advice is not a guarantee of leads, revenue, profit, market share or a successful launch.
The Services are business guidance, not legal, tax, accounting, investment, lending, engineering or trade-safety advice. Client should obtain qualified specialist advice where needed. Recommendations involving compliance, licensing or regulated work must be reviewed in the appropriate professional context.
5. Research, forecasts and third parties
State the sources, research date, limitations and any assumptions behind scenarios or forecasts. Estimates are planning inputs, not assured outcomes. Market conditions, competition, platform changes and execution may invalidate an assumption; update work is included only if agreed.
Disclose any relevant confirmed commercial relationship with a recommended provider. Mentioning a tool or vendor does not establish a partnership. Provider selection, subscriptions, data processing and implementation should be evaluated separately before use.
6. Review, ownership and scope changes
Agree $DELIVERABLES, acceptance criteria, feedback process and any review window. New business directions, deeper research or additional workshops may require a Change Order. A recommendation that Client chooses not to implement is not automatically a failure to deliver the accepted advisory work.
Client receives the ownership or usage rights stated in the Engagement. DealDot’s reusable frameworks, methods and pre-existing materials remain Background Materials, with any needed embedded-use license expressly identified. Confidential plans are not portfolio material without Client permission.
7. Fees, term and conclusion
Fees are $PRICE under $PAYMENT_SCHEDULE. The Engagement records $SERVICE_TERM, $DATE for any committed output and whether follow-up or implementation support is included. No fixed consultancy length, recurring cadence or automatic renewal is established here.
At conclusion, provide the agreed outputs and identify outstanding assumptions or handoffs. Any continuation, performance measurement or revised strategy requires accepted scope. Confidentiality, IP and data-disposition obligations follow the master terms and relevant addenda.