Client Agreement / Terms.

All Beyond Monday engagements are governed by my Client Agreement / Terms. These set out scope, responsibilities, payments, cancellations, confidentiality, intellectual property and other important legal terms. Clients accept these electronically during booking, checkout, proposal acceptance or another agreed confirmation step.

These terms apply to all Beyond Monday engagements and form the agreement between:

  1. David MacDonald trading as Beyond Monday (“I”, “me”, “my”), and

  2. the client purchasing, booking or otherwise engaging services from Beyond Monday (“you”, “your”).

These terms are presented to you before booking and payment.

For Freedom Audit clients, this normally occurs after your request has been accepted and you are invited to book. For Sprint and Counsel clients, this normally occurs during proposal, onboarding, checkout, or another agreed confirmation step.

By proceeding to book a session, make a payment, accept a proposal, or otherwise confirm an engagement with Beyond Monday after these terms have been made available to you, you confirm that you have read, understood and agree to be bound by these terms.

Your agreement takes effect on the date you complete the relevant acceptance step or make payment, whichever occurs first.

Where these terms are accepted electronically, that acceptance has the same effect as a handwritten signature for the purpose of confirming agreement to this contract, to the extent permitted by applicable law.

How these terms are accepted.

Offer selected and fees.

The specific offer you purchase, together with the applicable fee, payment timing, and any agreed service details, will be set out in the relevant booking, checkout, proposal, invoice, or written confirmation.

1. What I will do (the Services).

I provide a structured planning and accountability service designed to help you design the life you want, build runway and engineer take-off so you can choose to work on your terms or leave work behind.

Depending on the offer you choose, the Services may include analysis of your runway and burn, bad weather stress testing, options snapshot, decision memo, operating model (time, money, decisions and delegation), 90-day sprint plan, scoreboard, and execution cadence.

The exact scope and deliverables for each offer are confirmed through the booking, offer page, proposal, invoice, or other written confirmation for your engagement.

2. What the Services are not.

To keep things clear:

  • I do not provide regulated financial advice, including advising you to buy or sell specific investments, recommending specific financial products, or acting as a financial adviser.

  • I do not provide tax, legal, medical or therapeutic services, or marriage counselling.

  • Where specialist advice is needed, I may suggest that you consult an appropriately qualified professional. Any professional you engage is your decision and your contract is with them.

3. Your responsibilities.

You agree to:

  • provide information that is accurate, complete and timely, including financial and personal data

  • complete pre-work by the deadlines set

  • make your own decisions and take responsibility for the actions you choose to take

  • engage with the agreed cadence, boundaries and working methods relevant to your chosen offer

I am entitled to rely on the information you provide. I am not responsible for errors, omissions, delays or outcomes arising from inaccurate, incomplete or late information supplied by you.

4. How we will work together.

  • Sessions are delivered primarily by video call unless we agree an in-person intensive.

  • Any asynchronous support, such as email or voice note, is provided only where included in your offer and within the response windows agreed.

  • I may update templates, internal methods and working documents as I refine my approach. Your deliverables will remain materially consistent with what you purchased.

  • Client documents and deliverables will be handled through the Beyond Monday Client Hub and secure document environment.

5. Deliverables and timelines.

  • Deliverables are typically provided in a PDF pack and, where needed, spreadsheets.

  • Any stated delivery times assume that you provide the required inputs on time and in usable form. Where there is delay on your side, I may move the delivery timeline accordingly.

6. Fees, payment and invoicing.

  • You agree to pay the fees for your chosen offer as follows:

    Offer 1 – Freedom Audit
    Payable in full upfront once your request has been accepted and you are invited to book.

    Offer 2 – 90-Day Sprint
    Payable in two instalments:

    • 50% upfront

    • 50% due before delivery of the Sprint Close Report

    Offer 3 – Counsel Retainer
    Billed monthly in advance by Stripe billing monthly subscription, direct debit, or another agreed method.

    If a payment is overdue or fails, I may pause work until payment is received.

    You are responsible for any local taxes, duties or charges that may apply in your country, unless local law requires otherwise.

Rescheduling
You may reschedule a session with at least 48 hours’ notice. Less than 48 hours’ notice is treated as a late cancellation.

Late cancellations and no-shows
If you cancel late or do not attend, the session is forfeited and not refunded. I may offer an asynchronous recap instead, at my discretion.

Refunds

Freedom Audit
Refundable only before delivery has started. Once delivery has started, it is non-refundable.

90-Day Sprint
Instalments are non-refundable once delivery has started for that phase. The Sprint Close Report will not be delivered until all fees due are paid.

Counsel Retainer
Billed monthly in advance and non-refundable once the billing month has started.

For these purposes, delivery has started when any of the following occurs:

  • I review your intake and documents

  • We hold the first paid session

  • I begin analysis or drafting any deliverable

7. Cancellation, rescheduling and refunds.

Freedom Audit
The engagement ends when the agreed deliverables and any agreed clarification round are complete.

90-Day Sprint
The engagement runs for 90 days from the start date, or another agreed start date, and ends on delivery of the Sprint Close Report unless extended by written agreement.

Counsel Retainer
The engagement continues monthly until cancelled. Either party may cancel with 30 days’ notice. Cancellation takes effect on the next billing date after notice is given and charges stop from that date.

I may terminate with immediate effect if you:

  • do not pay

  • provide knowingly false information

  • behave abusively

  • repeatedly fail to complete essential pre-work

If I terminate because of your breach, fees already paid are non-refundable except where applicable law requires otherwise.

8. Term and termination.

I will treat information you share as confidential and will not disclose it to third parties unless:

  • you ask me to

  • I am required by law to do so

  • there is a serious risk of harm

You agree to keep my templates, frameworks, materials and deliverables confidential and not to publish, distribute or share them publicly without my written consent.

9. Confidentiality.

10. Data protection.

I will handle personal data in line with applicable UK data protection laws.

I store client documents securely. Further details, including storage approach, retention periods and how your data is handled, are set out in the Privacy Policy page.

11. Intellectual property.

I retain ownership of my method, templates and materials, including deliverable formats and frameworks.

You receive a licence to use the deliverables for your personal use only.

You may not resell, reproduce, publish, distribute, adapt for resale, or commercially exploit my materials without my written consent.

12. Liability.

Nothing in this agreement limits liability for fraud, death or personal injury caused by negligence, or any liability that cannot legally be limited.

Subject to that, my total liability to you for any claim arising from the Services, whether in contract, tort, negligence or otherwise, is limited to the total fees you actually paid to me for the relevant offer.

I am not liable for:

  • indirect or consequential losses

  • loss of profits, business or opportunity

  • losses arising from decisions you make or actions you take based on the Services

  • delays or failures caused by matters outside my reasonable control

13. Relationship.

I am an independent consultant.

Nothing in this agreement creates a partnership, employment relationship or agency.

14. Governing law and disputes.

This agreement and any dispute or claim arising from it is governed by the laws of England and Wales.

The courts of England and Wales have exclusive jurisdiction, except where mandatory consumer protection laws in your country of residence require otherwise.

15. International clients.

Worldwide availability
The Services are available to clients worldwide and are delivered primarily remotely unless agreed otherwise.

Governing law
This agreement is governed by the laws of England and Wales.

Mandatory consumer rights
If you are contracting as a consumer outside the UK, you may have mandatory local consumer rights that apply notwithstanding this agreement. Nothing in this agreement excludes or limits any rights that cannot be excluded or limited under applicable law.

Territory-specific variations
Where necessary, I may provide territory-specific addenda, for example to reflect local consumer cancellation rules or privacy requirements. Any such addendum will prevail over conflicting provisions of this agreement for that client.

Taxes and charges
You are responsible for any local taxes, duties or charges that may apply in your country in connection with the Services, if any.

16. Entire agreement and changes.

This agreement, together with the agreed offer details, and any relevant appendices or written confirmations, forms the entire agreement between us.

Any changes to scope, cadence, fees or other material terms must be agreed in writing.

17. Electronic acceptance record.

Acceptance of these terms will normally be recorded electronically through the Beyond Monday booking, checkout, proposal acceptance or other online confirmation process.

I may rely on those electronic records as evidence that these terms were accepted.

Questions before proceeding?
If anything in these terms is unclear before booking, checkout or onboarding, please contact me at david@beyondmonday.org.