Z&B Consulting, Inc. Service Agreement Statement of Work- Ongoing Consulting
This Statement of Work (“SOW”) is in addition to the Z&B Consulting Inc. Service Agreement, (“Agreement”). This SOW shall be attached to and incorporated into the Agreement, and is subject to all the terms and conditions of the Agreement. In the event that any of the terms of the SOW and Agreement conflict, then the terms of the Agreement shall prevail.  You can view the agreement here https://zandb.teachable.com/p/terms

COMPLETE YOUR EMAIL ADDRESS & SIGN AT BOTTOM.
The email address typed below is the one we will use to share your client folder with you.  If you want a different one, please let us know by sending an email to support@zandbconsulting.com.
Class Description- Ongoing Consulting Program includes the following:
-ONGOING CONSULTING ONLINE PORTAL- An online dashboard where you can access all the elements included in your program.
-COACHING CLUB 3.0 ONLINE PORTAL- An online dashboard to access all the parts of your program that continue after your year in Private Coaching has finished.
-PLANNING SESSION- You and your staff/volunteer team will create a customized plan for success in a private 4 hour strategy session with Strategy Rockstar Michelle Smith.  The session includes prep before and after.  The plan can be for an upcoming project or event or an overall plan for various departments. One 4 hour session is included with each 6 month commitment.  Those committing to 1 year can combine their two sessions and use them for a year-long marketing plan or a strategic plan. Additionally, the 4 hour session can be broken down into two 2 hour sessions or a 1 hour and 3 hour session. Those looking for hands on assistance can substitute 1 hour of their planning session time for 2 hours of hands on work since a 1 hour session includes 30 min of work before and after.
-STRATEGY SESSIONS- Get support as you carry out your plan during 1-2 hour strategy sessions.  One session is included per month.  The sessions are used to review the plan, adapt it as needed and further develop tasks on the plan.  The organization may invite whoever they like to the sessions which can be done in-person or via phone or video call. Questions will be sent prior to the call to get all parties laser focused and ready to make the most of the time together.
-EMAIL & TEXT SUPPORT- Keep your progress moving between calls by asking questions to Michelle via email or text.
-RETREATS- Review the past quarter and plan for the quarter ahead ensuring you stay on track to meet your goals.  You'll also mastermind with other Z&B clients.  Three retreats are included for one person. Additional people can attend for an additional fee.  Food is provided.
-GROUP COACHING CALLS- Join us to celebrate with other Z&B Clients and learn from Michelle's live coaching.  We'll start the call with people sharing a celebration with the group and then move into Q&A.  Michelle will answer as many of the pre-submitted questions as she can during our time together.  You get to listen in and observe as she interacts with the person who submitted the question.  This is a great way to keep your business moving forward on a continual basis. Recordings are available for those who can't make it and also to listen to again when needed.
-Z&B ONLINE ACADEMY COURSES- Find tons of short videos, worksheets and audio trainings that can be done in small chunks of time in the comfort of your home. You have lifetime access to all courses.
-PRIVATE FACEBOOK COMMUNITY- Post questions any time to get support, feedback and advice from the members of this client exclusive Facebook community, as well as from Z&B Facebook Group Mentors.  Z&B Facebook Group Mentors guide people to Michelle's resources that answer their questions and reach out to Michelle when needed for additional guidance.
-STRATEGIZE YOUR SUCCESS E-COURSE- Get everything out of your head and into a plan with this step-by-step program.  You have immediate access to all the materials which include videos, pdf chapters from the book and sample resources  so you can do a chapter/video per week or do a bunch at once.  Additionally, lifetime access is included so you can do the materials again and again as your business grows and changes.
-JUMPSTART YOUR FUTURE E-COURSE-  This course walks you through the steps Michelle uses when developing plans for her clients. Since businesses can shift from time to time, you have lifetime access to use the materials again and again to plan for your business.  
-SUCCESS BINDER- Keep all your Z&B resources in one place for easy access and reference.
-BOOK "BE STRATEGIC, BE INTENTIONAL, BE SUCCESSFUL"-  Enjoy a paperback copy with personalized greeting. Additionally a pdf version of each chapter is included in the Strategize Your Success E-course so you can complete the materials again and again as your business grows and changes.
-BEST SUMMER YET EVENT- Each spring, we take time to plan for the summer ahead and ensure we're able to accomplish our business goals while also doing the things we love and enjoy. We also learn to navigate the scheduling challenges that occur. One ticket is included for you to use during your first year of enrollment. In future years, you can purchase a ticket at the discounted client rate. You'll also receive a special 50% off code that you can share with all your friends because everything is more fun when you do it with others.
-LIFETIME DISCOUNTS ON STRATEGY SESSIONS & PLANNING SESSIONS- One-on-one time with Strategy Rockstar Michelle Smith when you need to look deeper into an aspect of your business.  There is no limit to the number of sessions you can schedule.

INCLUDED FOR THOSE WHO CHOSE ONGOING CONSULTING PLUS:
-2-HR STRATEGY SESSION- Available only for the Ongoing Consulting Plus Program- 1 session per month during the year of enrollment.  The time can be used for an additional meeting each month, a staff in-service, or to have the Z&B team do additional work before or after your sessions.
Materials and Resources- Client will receive relevant materials and resources (hereinafter “Programs and Materials”) as outlined below:
-ONGOING CONSULTING ONLINE PORTAL- online dashboard
-COACHING CLUB 3.0 ONLINE PORTAL- online dashboard
-PLANNING SESSION- customized action plan and pre-session work
-STRATEGY SESSIONS- recording of calls when requested
-RETREATS- worksheets, lunch & snacks, group interactions and group coaching
-GROUP COACHING CALLS- recordings of calls
-Z&B ONLINE ACADEMY COURSES- videos, worksheets and audio trainings
-PRIVATE FACEBOOK COMMUNITY- ideas and tips
-STRATEGIZE YOUR SUCCESS E-COURSE- 18 videos, pdf version of each chapter of the book and additional resources
-JUMPSTART YOUR FUTURE E-COURSE- video training and worksheets
-SUCCESS BINDER- complete with tabs for the different aspects of the program
-BOOK "BE STRATEGIC, BE INTENTIONAL, BE SUCCESSFUL"- Paperback with personalized greeting.  A PDF version of each chapter is included in the Strategize Your Success E-course.
-BEST SUMMER YET EVENT- live training (virtual or in person), worksheets, lunch & snacks, group interactions
Term:
-ONGOING CONSULTING ONLINE PORTAL- One year from the date of enrollment.
-COACHING CLUB 3.0 ONLINE PORTAL- Begins once Ongoing Consulting ends. Lifetime access.
-PLANNING SESSION- One 4-hr session is included and must be used during the year enrolled.  Logding and other travel is at the expense of the client, including travel of the consultant if travel of consultant is deemed necessary by both parties. The 4 hour session can be broken down into two 2 hour sessions or a 1 hour and 3 hour session. 1 hour of planning session time can be substituted for 2 hours of hands on work since a 1 hour session includes 30 min of work before and after.
-STRATEGY SESSIONS- One session that lasts 1-2 hrs is included for each month you are enrolled in Ongoing Consulting. Sessions must be used that month and do not roll over to other months.  Additional guidelines are listed in the program schedule section below.
-EMAIL & TEXT SUPPORT- Unlimited email and text support is included during the 1st year of enrollment. Response times and guidelines are listed in the program schedule section below.
-RETREATS- Three retreats are included for the year you are enrolled.  Unattended retreats do not roll over into future years.  Food is provided at each retreat as outlined in the materials section.  Logding and other travel is at the expense of the client.
-GROUP COACHING CALLS- Lifetime access.
-Z&B ONLINE ACADEMY COURSES- Lifetime access to all courses.
-PRIVATE FACEBOOK COMMUNITY- Lifetime access. A Facebook account is required to use the Facebook group.
-STRATEGIZE YOUR SUCCESS E-COURSE- Lifetime access.
-JUMPSTART YOUR FUTURE E-COURSE-  Lifetime access.
-BEST SUMMER YET EVENT- One ticket is included. Lifetime access to discounted tickets after.
-LIFETIME DISCOUNT ON STRATEGY SESSIONS & PLANNING SESSIONS- Lifetime access.

INCLUDED FOR THOSE WHO CHOSE ONGOING CONSULTING PLUS:
-STRATEGY SESSIONS- One additional session that lasts up to 2 hrs is included for each month you are enrolled in Ongoing Consulting. Sessions must be used that month and do not roll over to other months.  Additional guidelines are listed in the program schedule section below.
Program Schedule- The schedule is as follows:
-UNUSED SESSIONS: Unused sessions do not roll over to the next month. This includes Private Calls and Retreats. Exceptions for which additional time may be granted include serious illness, accidents, family emergencies, other unforeseen circumstances, and vacations the client notifies the coach of in advance.
-ONGOING CONSULTING ONLINE PORTAL- Available 24 hours/day, 7 days a week and can be accessed anywhere you have an internet connection.
-COACHING CLUB 3.0 ONLINE PORTAL- Available 24 hours/day, 7 days a week and can be accessed anywhere you have an internet connection.
-PLANNING SESSION- Must be scheduled in advance. Scheduled at the time that makes the best sense for your business.  Pre-session homework is required and due 48 hrs before the session. The session may need to be rescheduled if pre-work is not completed. Your action plan will be sent within 5 business days after your PLANNING SESSION.
-STRATEGY SESSIONS- Must be scheduled in advance. Pre-Session Questions are due 24 hrs before the call and Post-Session Questions are due 24 hrs after. Pre-Session Questions keep the session laser focused so you maximize the support received. Sessions may need to be rescheduled if questions are not completed. If the session needs to be rescheduled a 2nd time it will be forfeited.
-EMAIL & TEXT SUPPORT- Emails & Texts are responded to M-F 9am-4pm. Emails can take 48 hrs to respond and texts can take 24 hrs to respond.  Times may be longer during times Michelle is speaking or leading client events or taking time off.  If an email or text is sent after 4pm or on the weekend, the respond time begins at 9am on the next business day.  Texts are meant for short, quick questions or to notify of an email that was sent.  Email and texts are great ways to keep things moving between calls.  If a response seems like something that requires a great deal of discussion, it will be suggested that it be covered during the next call.
-RETREATS-Held 3 times per year. Dates will vary. Workshop materials are posted in the online academy by 5 business days after for those who aren't able to attend.
-GROUP COACHING CALLS- Date and time varies. Calls are recorded and posted in the online academy within 2 business days after for those who can't attend.
-Z&B ONLINE ACADEMY COURSES- Available 24 hours/day, 7 days a week and can be accessed anywhere you have an internet connection. Immediate access is granted upon enrolling.
-PRIVATE FACEBOOK COMMUNITY- Available 24 hours/day, 7 days a week. Once the invitation to join the Facebook Group is accepted, you will have immediate access. Invitations require the client be a Facebook friend with Michelle Smith to be invited.  The Facebook group is a great place to get feedback from other Z&B clients. One of the Z&B Facebook Group Mentors is usually active in the group Mon-Sat 9am-7pm. There may be times that this is not possible. If you're interested in learning about being a Group Mentor, email support@zandbconsulting.com.
-STRATEGIZE YOUR SUCCESS E-COURSE- Available 24 hours/day, 7 days a week and can be accessed anywhere you have an internet connection. On default, each person is set-up to receive one module per week via email for the first. The email includes a video and chapter of the book. When requested, immediate access is granted to all the modules upon enrolling so you can do the chapters/videos out of order or do a bunch at once.
-JUMPSTART YOUR FUTURE E-COURSE-  Available 24 hours/day, 7 days a week and can be accessed anywhere you have an internet connection.  This course is the self-study version of the Planning Session.  It is recommended you do it once your plan is ready to be updated (or you can schedule another Planning Session).
-BEST SUMMER YET EVENT- Held once a year in the Spring. Date varies.
Location:
-ONGOING CONSULTING ONLINE PORTAL- Held online in the Z&B Online Academy.
-COACHING CLUB 3.0 ONLINE PORTAL- Held online in the Z&B Online Academy.
-PLANNING SESSION- Held in person or video conference line. Final plan stored in client folder.
-STRATEGY SESSIONS- Held in person or on a telephone or video conference line. Recorded upon request and stored in client folder.  
-RETREATS- Held in person or via zoom.  
-GROUP COACHING CALLS- Held on a telephone or video conference line. Recorded and posted in the online academy.
-Z&B ONLINE ACADEMY COURSES- Held online in the Z&B Online Academy.
-PRIVATE FACEBOOK COMMUNITY- Held online in the Facebook platform.
-STRATEGIZE YOUR SUCCESS E-COURSE- Held online in the Z&B Online Academy.
-JUMPSTART YOUR FUTURE E-COURSE- Held online in the Z&B Online Academy.
-BEST SUMMER YET EVENT- Held in person or online.
Fee & Payment Options:
Fees and payment options were chosen during the online enrollment process.  Any bonuses received are listed in your welcome email.
What is Not included:    
Any additional Services will be billed at Z&B’s standard hourly rate and must be agreed to in writing.
Changes to Scope of Services:  
Changes to the scope of Services must be made in writing and signed by both parties.
I agree to the above listed terms. *
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