Terms and Conditions | Simplify AI Academy
Legal terms

Terms and Conditions

These terms govern your use of Simplify AI Academy, including the free AI Proposal Drafting Kit, the Proposal Engine Install, the Agency AI Control Sprint, the self-paced course, and related materials, downloads, templates, community spaces, and any paid or free offers we provide.

Last updated: June 12, 2026. This page is for general business use and should be reviewed by qualified legal counsel before launch.

01

Course access

Access is personal to the purchaser or registered student unless we explicitly approve otherwise in writing.

02

AI responsibility

You must verify AI-assisted drafts before using them in client work, operations, marketing, or decisions.

03

Refund details

Review the Refund Policy and 30-Day Guarantee before purchasing.

1. Agreement

By using the site or course, you accept these terms.

These Terms and Conditions are an agreement between you and Simplify AI LLC, doing business as Simplify AI Academy. By visiting our website, joining a waitlist, creating an account, accessing a free module, purchasing a course, joining a cohort, using downloads, or participating in a community space, you agree to these terms.

If you do not agree, do not use the website, register for free access, purchase a course, download materials, or participate in the community.

2. Eligibility and account responsibility

You are responsible for your account.

You must provide accurate information when registering, joining a waitlist, purchasing, or requesting support. You are responsible for protecting your login credentials and for all activity under your account.

You may not share your login, give unauthorized access to another person, create accounts using false information, or interfere with the security or normal operation of our website, course platform, payment systems, or community.

3. Offers, pricing, and access

Live checkout and offer pages control current pricing.

Simplify AI Academy currently offers a ladder of free and paid experiences for owner-led agencies: the free AI Proposal Drafting Kit, the Proposal Engine Install (a paid, done-for-you build), the Agency AI Control Sprint (a premium, application-only full install), and Post-Sprint System Care (ongoing maintenance available after the Sprint). A self-paced course, including a free Module 1 entry experience, may also be offered.

Exact prices, what is included, delivery timelines, eligibility, application or fit requirements, upgrade credits, payment terms, and any seat limits or deadlines are controlled by the live checkout page, offer page, or signed agreement at the time of purchase. The Agency AI Control Sprint is not self-serve and begins only after fit is confirmed, an agreement is signed, payment is completed, and required materials are submitted.

We may change pricing, offer structure, bonuses, enrollment windows, eligibility, payment terms, and included support for future customers. Changes do not require us to retroactively change a past purchase unless required by law or explicitly stated in the offer you accepted.

4. Payments and billing

Payment obligations depend on the offer you choose.

Paid offers may be processed through third-party payment providers, checkout tools, or course-platform billing systems. By purchasing, you authorize the applicable payment processor to charge your selected payment method according to the offer terms shown at checkout.

If you choose a payment plan, you are responsible for all scheduled payments unless a refund or cancellation right applies under these terms or the specific offer terms. Failed payments may result in account reminders, temporary suspension, or loss of access until payment is resolved.

You are responsible for any taxes, currency conversion fees, bank fees, card fees, or other charges imposed by your payment provider or jurisdiction unless the checkout page states otherwise.

5. Refund Policy and 30-Day Guarantee

The 30-Day Guarantee on our paid done-for-you services

Both paid done-for-you services, the Proposal Engine Install and the Agency AI Control Sprint, are backed by one promise we call the 30-Day Guarantee: if what we build does not do its job within 30 days, we keep working to make it right, and if we still cannot, you get your money back. One promise, both paid offers, with no different headline rules to decode.

This is a refund-and-remediation policy. It is not a promise of revenue, profit, sales, close rates, client retention, team adoption, or any other specific business outcome.

What we ask of you ("do your part")

The promise can be this simple because the work is shared. To keep the guarantee on either paid service, you:

  • Submit the materials we need to build it, such as your services, your pricing, and a few real winning proposals, on time.
  • Test what we build on your real agency work, not on hypotheticals.
  • Tell us what is off and allow at least one fix pass before requesting a refund.

The guarantee does not cover changing your mind, or asking for a result without giving the system the materials and testing it needs.

Each paid service has its own specifics

A custom build delivered in days and a 15-business-day full install reach "done" differently, so each paid service has its own detailed remedy below. Both honor the same 30-Day Guarantee promise above.

The self-paced AI Operations & Automation Masterclass is a separate, optional product with its own refund policy. See the Self-Paced Masterclass Refund Policy below.

How to request a refund

Refund requests for a paid service must be submitted through the support route identified in your confirmation email or account, and must include your purchase email, purchase date, the service involved, and a short description of where the build did not meet its agreed standard. Please raise the issue with us and allow a fix pass before initiating a bank dispute or chargeback, which bypasses the remediation this guarantee is built around.

If a refund is approved, we initiate it to your original payment method where possible. On refund, your access to the delivered systems, workspaces, walkthroughs, and related materials may be revoked.

5A. Agency AI Control Sprint Guarantee

Agency AI Control Sprint Guarantee

The Agency AI Control Sprint is covered by the 30-Day Guarantee, applied here as a work-gated, fix-first implementation guarantee. These are the Sprint-specific details of that promise. The Self-Paced Masterclass Refund Policy does not apply to the Sprint. This is not a satisfaction guarantee, a revenue or results guarantee, a team-adoption guarantee, or a change-of-mind refund.

The promise is narrow and specific: if you complete the required work, the three installed systems must meet their agreed usable definitions, or you receive a fix-first remedy and, if needed, a refund tied to the failed system.

The 30-day period begins on the sprint kickoff date, after your required materials have been submitted and accepted.

Systems covered

  • Automated Proposal Engine
  • Scope and Change Order Guard
  • Weekly Owner Briefing

The guarantee applies only to these agreed sprint systems and the specific usable definitions approved during the sprint.

The guarantee applies only if you

  • Submit the required materials on time.
  • Attend the required sprint sessions.
  • Complete the assigned sprint steps.
  • Test each installed system on real agency work.
  • Use the systems as instructed during the sprint.
  • Submit one written revision request tied to the agreed usable definition.
  • Allow one remediation pass before requesting any refund.

Refund logic

If one system still fails its usable definition after the remediation pass, the remedy applies only to that failed system: either further correction work or a partial refund tied to that system. A full refund applies only if all three core systems fail their usable definitions after you have completed the required participation steps and one remediation pass has been completed.

What is not guaranteed

  • Revenue growth, lead generation, or sales close rates.
  • Team adoption without your participation.
  • Results from incomplete or low-quality input material.
  • A refund because you changed your mind.
  • A refund where you did not submit materials, attend sessions, test the systems, or give feedback.

Enrollment is by application and fit confirmation only. The Sprint is not self-serve, is not offered on a payment plan, and begins only after fit is confirmed, the agreement is signed, payment is completed, and required materials are submitted.

5B. Proposal Engine Install refund

Proposal Engine Install refund

The Proposal Engine Install is a paid, done-for-you build of a proposal engine tuned to your agency, delivered within 3 to 5 business days after your materials are complete. It is covered by the 30-Day Guarantee; because it is a custom service delivered in days, these are the Install-specific details of that promise. The Self-Paced Masterclass Refund Policy does not apply to the Install.

  • Before work begins: If you have not yet submitted your materials and the build has not started, you may request a full refund.
  • Keep-working-or-refund: If you submit your materials and test the engine on your real notes and it still does not produce a proposal draft you would actually send, I will keep working to correct it. If it still cannot meet that standard, you receive a refund.
  • After a successful handover: Once the engine has been delivered and drafts a usable proposal on your material, the build is complete and non-refundable, because it is a finished custom system built specifically for your agency.
  • Credit toward the Sprint: If you move into the Agency AI Control Sprint, the $750 install fee is credited toward the $4,000 sprint.

The install does not guarantee sales, revenue, client approval, or any specific business outcome. Refund requests must be submitted through the support route identified in your confirmation email and must include your purchase email and order details.

5C. Self-Paced Masterclass Refund Policy

Self-Paced Masterclass Refund Policy

Scope of this section. This refund policy applies only to the self-paced AI Operations & Automation Masterclass, an optional learn-it-yourself course. It is separate from, and not part of, the 30-Day Guarantee on the Proposal Engine Install and Agency AI Control Sprint described above.

The self-paced Masterclass is backed by a layered refund policy. It applies only to eligible paid course purchases and only according to the rules below. It is a refund policy, not a promise of specific business, revenue, profit, client, or time-saving outcomes.

Days 1 to 7: unconditional

For the first 7 calendar days after your purchase, you may request a refund for any reason. No explanation is required. You must submit the request through the approved refund request process within 7 days of purchase.

Days 8 to 30: conditional

From Day 8 through Day 30, refund eligibility requires real implementation work. Watching videos alone does not qualify. You must complete the required course progress, Labs, tracker entries, and evidence requirements below.

To qualify during Days 8 to 30, all of the following must be true:

  • Course progress: You completed Modules 1, 2, and 3. Completed means the lesson deliverables were produced on real agency work, not merely that videos were marked watched.
  • Lab deliverables: You completed the required Module 1, 2, and 3 Labs using real agency work.
  • Time Saved Tracker: You logged your Labs with real baseline times, AI-assisted times, and minutes saved. Hypothetical or fabricated entries do not qualify.
  • Good-faith request: You submit the refund request within 30 calendar days of purchase and explain why the Masterclass did not help you reclaim time, reduce owner touchpoints, improve delivery, or clarify decisions.
  • Evidence: You attach your completed Time Saved Tracker and evidence of completed Module 1 to 3 Labs.

Examples of required Labs

  • Module 1: saved playlist, Agency AI Policy v1, one real recap email sent, and action list.
  • Module 2: saved Prompt Recipe with agency voice, customized QA checklists, and one improved real deliverable shipped through the Quality Gate.
  • Module 3: saved status template, one real status update sent, scope note from a real client thread, value summary paragraph, and adapted Account Lead playbook.

When refunds are not available

  • The request is submitted after 30 calendar days from purchase.
  • You are outside the first 7 days and did not complete Modules 1 to 3, required Labs, and Time Saved Tracker entries.
  • You decline to provide the Time Saved Tracker or Lab evidence required for a Days 8 to 30 request.
  • Your tracker data is incomplete, fabricated, or based on hypothetical work rather than real agency tasks.
  • Your access was purchased by or through a third party not authorized by us.
  • You attempt to use a bank dispute, chargeback, social media message, comment, or unrelated channel instead of the approved refund process.

How to request a refund

Refund requests must be submitted through the refund request form in your account dashboard under Billing and Guarantee, or through the support route we identify inside your account if that dashboard form is not available. The request must include your purchase email, purchase date, refund window, and required evidence for any Days 8 to 30 conditional request.

If a refund is approved, we will initiate the refund to your original payment method where possible. Your access to the Masterclass, downloads, templates, community, cohort events, recordings, future updates, and related paid materials may be revoked.

6. Course use and acceptable use

Use the materials for your own agency. Do not redistribute them.

You may use the course materials, prompts, templates, workflows, checklists, and examples to support your own business operations or the internal operations of the business that purchased access.

You may not:

  • Share, publish, sell, sublicense, upload, scrape, clone, or redistribute course materials.
  • Use our prompts, templates, videos, transcripts, worksheets, frameworks, or downloads to create a competing product.
  • Remove copyright notices, branding, watermarks, usage notices, or attribution where included.
  • Record or republish private cohort calls, critiques, community posts, or student materials.
  • Use the course, community, or support channels to spam, harass, deceive, impersonate, scrape, or collect data from others.
7. Intellectual property

Our content is ours. Your outputs are yours.

Simplify AI Academy owns or licenses the website, brand, course videos, lesson text, scripts, templates, prompts, SOPs, checklists, examples, downloads, frameworks, recordings, graphics, and related materials unless otherwise stated.

Subject to your compliance with these terms, you receive a limited, revocable, non-exclusive, non-transferable license to use the course materials for your own internal business learning and implementation.

Student-created outputs, such as your own agency policies, client drafts, internal workflows, tracker entries, SOP adaptations, and AI helper configurations, belong to you or your business, subject to any rights owned by your clients, employers, platforms, AI-tool providers, or other third parties.

8. AI-output responsibility

AI drafts are not automatically safe, accurate, or client-ready.

The course teaches AI-assisted workflows. AI tools may produce inaccurate, incomplete, outdated, biased, fabricated, confidential, infringing, or inappropriate outputs. You are responsible for reviewing, verifying, editing, and approving anything you use in your business or client work.

Before relying on any AI-assisted output, you should verify names, dates, numbers, client facts, legal claims, financial assumptions, scope promises, confidentiality obligations, data rights, citations, and anything that could affect a client, customer, employee, contractor, vendor, or business decision.

You are responsible for complying with your own client contracts, NDAs, privacy obligations, professional duties, industry rules, platform terms, AI-tool terms, and applicable law. Do not enter sensitive, confidential, regulated, or client-restricted information into AI tools unless you have the right to do so and the tool is appropriate for that data.

9. No professional advice

The course is education, not professional advice.

Simplify AI Academy provides educational information, examples, templates, and implementation guidance. We do not provide legal, tax, accounting, financial, employment, insurance, cybersecurity, regulatory, medical, or professional compliance advice.

You should consult qualified professionals before making decisions that require specialized advice or create legal, financial, employment, data-protection, security, or regulatory consequences.

10. Results, testimonials, and marketing claims

No guaranteed revenue, profit, or identical outcome.

We may describe possible use cases, expected learning outcomes, student examples, time-saving examples, implementation paths, testimonials, or case studies. These are not promises that you will achieve the same or similar result.

Your results depend on your business, offer, clients, team, systems, pricing, execution, market conditions, available time, data quality, and willingness to complete the work. Our refund commitments are limited to the 30-Day Guarantee on our paid done-for-you services and the Self-Paced Masterclass Refund Policy, each governed by the refund sections above.

11. Community, cohorts, and submissions

Keep private spaces useful and safe.

If you access a community, cohort, support thread, critique process, live event, replay, or discussion space, you must act professionally. Do not post client-confidential information, regulated data, private credentials, offensive content, spam, harassment, illegal material, or anything you do not have the right to share.

If you submit comments, questions, assignments, Looms, examples, tracker summaries, screenshots, or other content, you grant us a limited license to use that content to provide the course, support, feedback, administration, moderation, and internal improvement. We will not use your name, likeness, testimonial, case study, or identifiable client-sensitive material in public marketing without your consent.

We may remove content, restrict access, or terminate participation if we believe a user violates these terms, community standards, legal obligations, platform rules, or the safety of other students.

12. Third-party tools and platforms

We do not control third-party tools.

The course may reference or rely on third-party tools such as course platforms, payment processors, email providers, analytics tools, AI assistants, automation tools, spreadsheet tools, CRMs, video platforms, community platforms, or other software. We do not control their pricing, uptime, security, output quality, data handling, feature changes, or terms.

Your use of third-party tools is governed by their own terms and privacy policies. You are responsible for deciding whether a tool is appropriate for your data, clients, jurisdiction, and business use case.

13. Availability, changes, and support

We may update the site, course, and materials.

We may update, replace, remove, reorganize, or improve lessons, downloads, templates, tools, bonuses, community features, support routes, and platform functionality. We may also need to pause access for maintenance, security, platform changes, payment issues, abuse prevention, or legal reasons.

We aim to provide a stable learning experience, but we do not guarantee uninterrupted access, error-free operation, or permanent availability of any specific third-party integration or tool referenced in the course.

14. Suspension and termination

We may restrict access for misuse.

We may suspend or terminate access if you violate these terms, fail to pay amounts owed, abuse the refund process, misuse the community, attempt unauthorized redistribution, compromise platform security, or create legal or reputational risk for us or other students.

Termination does not waive any payment obligation, intellectual-property restriction, confidentiality obligation, limitation of liability, or other provision intended to survive termination.

15. Disclaimers

The site and course are provided as educational materials.

To the fullest extent permitted by law, the website, course, materials, downloads, community, examples, prompts, templates, and support are provided on an “as is” and “as available” basis. We disclaim warranties of merchantability, fitness for a particular purpose, non-infringement, uninterrupted availability, error-free operation, and any warranty arising from course of dealing or usage of trade.

Some jurisdictions do not allow certain disclaimers, so some of the above may not apply to you. In those cases, our disclaimers apply to the maximum extent permitted by law.

16. Limitation of liability

Our liability is limited.

To the fullest extent permitted by law, Simplify AI LLC, Simplify AI Academy, and our owners, contractors, service providers, affiliates, and representatives will not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages, including lost profits, lost revenue, lost data, business interruption, loss of goodwill, client disputes, failed campaigns, pricing decisions, AI-output mistakes, or third-party platform issues.

To the fullest extent permitted by law, our total liability for any claim related to the website, course, paid offer, community, or materials will not exceed the amount you paid us for the specific product or service giving rise to the claim during the 12 months before the claim.

17. Indemnification

You are responsible for claims caused by your misuse.

To the extent permitted by law, you agree to defend, indemnify, and hold harmless Simplify AI LLC, Simplify AI Academy, and our owners, contractors, service providers, affiliates, and representatives from claims, damages, liabilities, costs, and expenses arising from your violation of these terms, misuse of the course or materials, unauthorized redistribution, unlawful conduct, client-confidentiality breach, AI-output use, or violation of third-party rights.

18. Changes to these terms

We may update these terms.

We may update these terms from time to time. The updated version will be posted on this page with a new “Last updated” date. If a change is material, we may provide additional notice where appropriate. Your continued use of the website, course, community, or materials after updates means you accept the revised terms.

19. Contact

Questions about these terms?

For general questions contact us at [email protected]. For legal requests contact us at [email protected]. For Privacy requests contact us at [email protected]