Refund Policy

Our Commitment

At OptiCore Partners Consulting, we are committed to delivering exceptional value and results to our clients. Our refund policy reflects our dedication to transparency, fairness, and client satisfaction. We understand that investing in consulting services is a significant decision, and we want you to feel confident in your partnership with us.

This policy outlines the terms and conditions under which refunds may be requested and processed. We encourage all clients to review this policy carefully before engaging our services.

Consultation Fees

Initial consultation fees are non-refundable once the consultation has been conducted. This includes discovery calls, strategy sessions, and assessment meetings. These sessions require significant preparation and dedicated time from our senior consultants.

Service Packages

For multi-session service packages and retainer agreements, refunds are calculated based on the work completed and deliverables provided. Our packages are designed to deliver comprehensive value throughout the engagement period.

• Unused portions of prepaid packages may be eligible for partial refunds
• Refund amounts are prorated based on completed sessions and deliverables
• Custom project work is evaluated on a case-by-case basis
• Monthly retainers require 30 days written notice for cancellation

Refund Eligibility

Refund requests are evaluated based on several factors to ensure fairness to both parties. To be eligible for a refund, the following conditions must be met:

• Request must be submitted in writing within the specified timeframe
• Services must not have been substantially delivered or completed
• Client must have fulfilled all contractual obligations up to the cancellation point
• No breach of our terms of service or client agreement
• Proprietary materials and deliverables must be returned or destroyed

Refund Process

To request a refund, please follow these steps to ensure your request is processed efficiently:

• Submit a written refund request to our client services team
• Include your contract number, service details, and reason for the request
• Provide any supporting documentation relevant to your request
• Our team will review your request within 5 business days
• You will receive a written response outlining the decision and next steps
• Approved refunds will be processed to the original payment method

Timeline for Refunds

Once a refund request has been approved, we process refunds according to the following timeline:

• Review and approval: 5-7 business days from receipt of request
• Processing: 3-5 business days after approval
• Bank processing: 5-10 business days depending on your financial institution
• Total estimated time: 2-3 weeks from initial request to funds received

Non-Refundable Services

Certain services and fees are non-refundable under all circumstances. These include:

• Completed consultation sessions and strategy meetings
• Delivered reports, analyses, and custom research
• Implementation work that has been executed
• Third-party costs incurred on your behalf
• Rush fees and expedited service charges
• Training sessions that have been conducted
• Access to proprietary tools and resources already provided

Cancellation Policy

We understand that business priorities can change. Our cancellation policy is designed to be fair while protecting the interests of both parties:

• Cancellations made 30+ days before service start: Full refund minus 10% administrative fee
• Cancellations made 15-29 days before service start: 50% refund
• Cancellations made less than 15 days before service start: No refund
• Ongoing engagements require 30 days written notice
• Emergency circumstances will be evaluated individually

Satisfaction Guarantee

We stand behind the quality of our work. If you are not satisfied with our services, we offer a satisfaction guarantee with the following provisions:

• Concerns must be raised within 14 days of service delivery
• We will work with you to address any issues or concerns
• If issues cannot be resolved, a partial refund may be offered
• Guarantee applies to the quality of deliverables, not business outcomes
• Client must have provided complete and accurate information

Dispute Resolution

In the event of a dispute regarding refunds or service delivery, we are committed to finding a fair resolution:

• Initial disputes will be handled through direct communication with your account manager
• Unresolved issues will be escalated to senior management
• Mediation may be pursued for complex disputes
• All disputes will be handled professionally and confidentially
• We aim to resolve all disputes within 30 days