• The Strategic Operations Hub™ Intake Form

    IMPORTANT — ORGANIZATIONAL LICENSE ONLY This form is for businesses, nonprofits, churches, ministries, and organizations purchasing The Strategic Operations Hub™ for their own internal use.
  • Format: (000) 000-0000.
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Do you use Google Drive for file storage and sharing?*
  • Select EXACTLY 5 modules from the approved list below:*
  • Were you referred by Tara McDuffie?*
  • Strategic Operations Hub™ — Final Client Agreement & Disclaimer

    Product Scope

    By submitting this form and purchasing The Strategic Operations Hub™, I confirm that the organization information, branding, terminology, dashboard priorities, module selections, and instructions I provided are accurate.

    The $497 purchase includes four (4) core tabs and five (5) selected modules customized for the organization identified on this form.

    Additional established modules are $75 each or five (5) for $350. Completely new modules, specialized functionality, integrations, data migration, or services outside the established system require a separate quote.

    No Revisions

    I understand that revisions are not included.

    My Strategic Operations Hub™ will be built according to the information and selections I submit through this intake form. I am responsible for reviewing all information, branding, terminology, module selections, and dashboard priorities before submitting my order.

    Changes requested after submission are outside the original scope and may require an additional fee.

    If The Strategy Architect Consulting™ makes a build error that does not accurately reflect the information originally submitted on this form, correction of that error is not considered a revision and will be corrected.

    No Refunds — All Sales Final

    I understand that The Strategic Operations Hub™ is a customized digital product created specifically for my organization and that all payments are final and nonrefundable, except where otherwise required by applicable law.

    Because the completed system is digital, accessible, copyable, and cannot practically be returned once delivered, refunds will not be issued because I:

    Change my mind
    Decide I no longer need the system
    Fail to use or implement it
    Prefer another system
    Select incorrect modules
    Submit incorrect information
    Change organizational direction or leadership
    Request functionality outside my original purchase
    Fail to follow the provided instructions or User Guide
    Make, download, retain, or continue using a copy of the system
    A legitimate build or technical error will be evaluated and corrected when the delivered product materially fails to reflect the specifications originally submitted on this form. Correction of an error does not create an entitlement to a refund.

    Recordkeeping & Professional Services Disclaimer

    The Strategic Operations Hub™ is an organizational management and recordkeeping system.

    It does not replace professional bookkeeping, accounting, tax preparation, legal, financial, compliance, or other licensed professional services.

    Financial, contribution, contractor, mileage, grant, restricted-fund, compliance, and similar features are provided for organizational recordkeeping and preparation support only.

    The Strategic Operations Hub™ does not independently determine tax liability, deductibility, filing obligations, 1099 requirements, legal compliance, funding eligibility, grant eligibility, or other professional determinations.

    Client Responsibility

    I am responsible for the accuracy and completeness of information entered into my Strategic Operations Hub™ after delivery.

    I remain responsible for maintaining all applicable source and supporting records, including receipts, invoices, contracts, contribution records, tax records, grant records, governance documents, financial records, contractor documentation, and compliance records.

    The Strategy Architect Consulting™ is not responsible for errors or losses resulting from inaccurate, incomplete, altered, deleted, or improperly entered client data.

    No Guarantee of Outcomes

    Use of The Strategic Operations Hub™ does not guarantee funding, grants, loans, tax outcomes, compliance status, increased revenue, increased donations, organizational growth, successful audits, successful applications, or any other particular financial or organizational result.

     


    Intellectual Property & License

    Ownership

    The Strategic Operations Hub™, including its underlying:

    Architecture and system structure
    Templates
    Formulas
    Google Apps Script code
    Automations
    Workflows
    Dashboard and reporting systems
    Documentation
    User guides
    Design and configuration frameworks
    Processes, methodologies, and other proprietary components
    remain the intellectual property of The Strategy Architect Consulting™, except for third-party materials and intellectual property belonging to the client.

    The client retains ownership of its own organization name, logo, branding, documents, records, and data.

    Purchasing The Strategic Operations Hub™ does not transfer ownership of The Strategy Architect Consulting’s underlying system, scripts, formulas, templates, architecture, documentation, or proprietary methodology.

    One-Organization License

    Upon full payment, I receive a limited, nonexclusive, nontransferable license to use my customized Strategic Operations Hub™ solely for the internal operations of the organization identified on this intake form.

    One purchase licenses one organization only.

    Reasonable working or backup copies may be created for that same licensed organization. Creating additional copies does not create additional licenses.

    The system may not be duplicated for another business, nonprofit, ministry, church, chapter, affiliate, client, or separate legal entity.

    Authorized Access

    Employees, board members, officers, volunteers, contractors, accountants, bookkeepers, virtual assistants, consultants, or other service providers may access the system when necessary to perform authorized work for the licensed organization only.

    Their access does not grant them ownership, an independent license, or permission to reuse The Strategic Operations Hub™ with another organization or client.

    Consultant & Commercial Use Restriction

    The standard organizational license does not authorize consultants, agencies, bookkeepers, virtual assistants, strategists, nonprofit professionals, or other service providers to purchase, duplicate, deploy, or reuse The Strategic Operations Hub™ across their client base.

    Professionals wishing to use the system with clients must purchase a separate Consultant License from The Strategy Architect Consulting™.

    Prohibited Use

    Without prior written authorization from The Strategy Architect Consulting™, I may not:

    Sell or resell the system
    Redistribute or sublicense it
    Give copies to another organization
    Use it for another client or entity
    Offer it as part of another commercial product or paid service
    Reproduce substantial portions for third-party distribution
    Extract or reuse proprietary scripts, formulas, templates, systems, or architecture to build another product
    Adapt or reproduce the system to create a competing tracker, template, dashboard, software product, service, or digital product
    Represent The Strategy Architect Consulting’s proprietary work as my own
    Unauthorized Use & Enforcement

    Unauthorized reproduction, redistribution, resale, sublicensing, commercial exploitation, misappropriation, infringement, or other unauthorized use may constitute a violation of contractual and intellectual-property rights.

    The Strategy Architect Consulting™ reserves the right to pursue all legal and equitable remedies available under applicable law, including, where appropriate, injunctive relief, monetary damages, recovery of profits attributable to unauthorized use, costs, attorneys’ fees where permitted, termination of the applicable license, and any other relief available by law.

  • Tracker Payment *

    prevnext( X )
          Semi-Custom Consultant Tracker — $297

          Semi-Custom Consultant Tracker — $297

          $297.00$297.00
            
          Fully Custom Tracker — $497

          Fully Custom Tracker — $497

          $497.00$497.00
            
          Semi-Custom Consultant Tracker — $297

          Semi-Custom Consultant Tracker — $297

          $297.00$297.00
            
          Total
          $0.00$0.00

          Payment Methods

          creditcard
          After submitting the form, you will be redirected to Apple Pay to complete the payment.
          After submitting the form, you will be redirected to Afterpay to complete the payment.
        • Should be Empty: