I: Your first payment of $7,000 will be considered your agreement to the full terms of this contract.  Execution of this contract will deliver to you:

1. 30 Priority Action List (PAL) Items over the course of 12 months.  Discovery, Research and Audit are NOT included in the 30 PAL Deliverables, meaning they don’t take away from your 30 deliverables. 

The final list of the first 30 Delivery Items for the first 12 months will be finalized within the first 60 days of this contract’s execution (assuming we remain on timeline around the research and everyone can get back to us on time).  Some of the essential PAL’s that will absolutely be in the 30 PAL list will begin being worked on during the time of our research.  This can include, for example, writing your messaging and sales coaching your team.

2. 30 Deliverables/12 Months will be finalized after our research and discovery period is complete from its initial phase (further research after the first 60 days may make small adjustments to the PAL list, but not be dramatic changes).  These PAL’s include but are not limited to (these each include 3 rounds of drafts, all the labor, copy, research, discovery, editing until full production and going-to-market):

1. A complete 20-50 page Brand Guide and Messaging Manual with ALL your revised messaging, tagline, mission statement, your Why, your tone and voice, bios, process explanation, typography, colors, etc. 

2. Sales coaching: Each 3 hours of consultative sales coaching/training sessions are counted as ONE PAL, regardless of how many people are in each session

3. Website Redesign: The number of PAL’s used around the website will be determined together depending on the complexity, redesign, features and more that we all agree on. A typical website completely re-branded can be between 8-12 PAL’s (depending on the number of pages, complexity and features).  A website NOT redesigned but just re-written (which we typically don’t recommend, as we want the brand to match the text) will be around 2-4 PAL’s.  ALL team bios and other items that are clones of the same design count as ONE PAL; for example, if you have multiple services, there will be only one page designed for services and will be cloned with different images and text; that counts as only ONE PAL.  Again, we will be sure you agree on how many PAL’s will be used to see if you’d like to add or take out some functionalities and features.

4. Brochures, Leave-Behinds, Powerpoint presentations

5. New Logo Design

6. Blogs: Our writing is all original content, depends on the length and content of the blog, ranging from 3 to 10 blogs equal to 1 PAL; depending on the type of blogs we’re writing 

7. Newsletter: Design and begin sending monthly, as deemed necessary

8. Social media posts (created in batches of 15)

9. Videos; we will help you record the video via Zoom or your iphones and will handle all the post-production work; depending on the type of video, 1 PAL can range from one large firm intro video, to 12 monthly short-form videos.

10.  SEO: Will depend on the difficulty of the keywords we want to pursue in your neighborhood

11.  Podcasts

12.  And anything else that falls under the umbrella of marketing

We will agree together what can be each of the 30 PAL’s per year. We will be sure you agree on the roadmap and usage of the PAL’s before proceeding. You will give us your written approval on the 30 PAL list.

Update meetings with us, as needed or requested by us, do not count as part of the 30 PAL’s, as long as they do not exceed one hour and no more than 2 per month. Unless we are doing coaching, many marketing updates may be sent to you via interactive feedback videos.

3. Your payment includes all our labor, creative and platform charges (such as hosting the website while we are working together or digital brochure platforms), but does not include printing, advertising, photography, in-person videography, and venue space costs for events. 

4.  You understand that each one of the 30 PAL Deliverables will come with a maximum of 3 rounds of drafts, and needing to go beyond those 3 rounds (per your subjective request, not if factually incorrect) may mean using new PAL’s.

5. You understand that if you make any adjustments to the PAL after it has been finalized it will mean some of your other PAL’s may not be done within the 12 months.

6. Select Advisors Institute reserves the right to use whichever outside vendor, producer and marketing specialist it wants and needs to bring your 30 PAL Deliverables to reality, as long as we have done our own due diligence on that subject matter expert and they will be working on public-facing, non-confidential items.

7. Timeline: We will have 12 months to complete the 30 PAL’s, and we will space out and prioritize the action items to ensure they are on target with your goals and can help you have tangible items while other items are in the works.  You understand that we have 12 months to complete these items, so nothing should be considered delayed or slowed if it is still within our 12 month timeline.  If you prefer to get all the items done at a much faster pace, you have the option to pay the sum of the remaining upcoming monthly obligations for the 12 months at once so we can expedite and shorten the process.  Please speak with Amy Parvaneh about this if at any point you would like this option.

II. Pricing, Payment Terms: $7,000 per month, paid on the same date as the registration on a recurring basis.  If your credit card changes, it is your obligation to change the card on file within 24 hours or be charged a penalty of 10% per day delayed.

You understand that under no circumstances will Select Advisors offer a refund for this purchase. You understand that your fee to us should not be reduced or terminated in the event that you do not utilize our services set forth in this contract or if your needs change.  You will be responsible for the full payment of $7,000 per month over the course of 12 months. Should you want or need to end our contract prior to the 12 months, you can pay the sum of all the remaining obligations.

III. Website and expenses: If we design and code your website, we will cover hosting costs of your website, provided it is on our preferred host, Squarespace. 

IV.  Confidentiality: The parties each now own and will hereafter develop, compile and own certain proprietary techniques, trade secrets, technology, and confidential information which have great value in their respective businesses (collectively, “Information”). The parties may disclose Information to each other and with their subject matter experts during the performance of the services contemplated under this Agreement. Information is to be broadly defined and includes all information which has or could have commercial value or other utility in the businesses in which the parties are engaged or contemplate engaging or the unauthorized disclosure of which could be detrimental to their interests, whether or not such information is identified by the parties. By way of example and without limitation, Information includes any and all information concerning discoveries, software programs, passwords, processes, techniques, know-how, data, research techniques, current and prospective client lists including personal identifiable information, marketing, sales or other financial or business information. The parties agree that at all times subsequent to the entry into this Agreement, they will keep confidential and not divulge, communicate, or use each others’ Information unless required to do so by legal process. The obligations with respect to any portion of the Information as set forth above shall not apply when a party can document that such information (i) was in the public domain at the time it was communicated to it; (ii) entered the public domain subsequent to the time it was communicated to it through no fault of itself; or (iii) was in its possession free of any obligation of confidence at the time it was communicated. The duties of confidentiality set forth herein shall survive the termination of this Agreement. This Agreement may not be assigned without the written consent of the non-assigning party, and any purported assignment violating this provision will be void. If any provision of this Agreement is or becomes inconsistent with any present or future law, rule or regulation of any governmental or regulatory body having jurisdiction over the subject matter of this Agreement, the provision will be deemed rescinded or modified in accordance with any such law, rule or regulation. In all other respects, this Agreement will continue in full force and effect. No provision of this Agreement may be waived or modified unless in writing and signed by the party against whom such waiver or modification is sought to be enforced. Either party’s failure to insist on strict compliance with this Agreement or any continued course of conduct on its part will in no event constitute or be considered a waiver by such party of any right or privilege. Your representations, warranties and obligations hereunder will survive the termination of this Agreement. This Agreement will be governed by and construed under the laws of the State of California without regard to principles of conflict of laws. The parties irrevocably consent to the exclusive jurisdiction and venue of the courts located in the County of Orange, California, in connection with any action relating to this Agreement