Customized Client Policy Manual

Customized Client Policy Manual

Provide your business details and policy preferences so TSA can draft your customized Client Policies, Disclosures & Service Terms Manual (not legal advice).
Client and Business Information
Full Name

First NameLast Name
Business/Legal Name
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
DBA (if applicable)
Business Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Mailing/Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Website / Social Media
State of Organization / Primary Operations
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Business Type / Industry
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Brief Description of Services / Products
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Logo Upload

Cancelof
Preferred Effective Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
How Your Business Operates
Upload Existing Business Policies or Related Documents (Optional)

Accepted file types: PDF, image files, and Microsoft Word documents.
Cancelof
What are clients purchasing?
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
When do services begin?
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Payment terms and accepted payment methods
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Late payment rules or fees
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Should work pause for nonpayment?
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Refund and cancellation policy
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Revision policy and any limits or fees
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Client responsibilities
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Preferred communication methods and response expectations
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Client deadlines
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Project inactivity or dormancy rules
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Reinstatement fee and amount, if any
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Termination reasons
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Intellectual property or usage restrictions
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
File retention or storage period
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Third-party platform or vendor limitations
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Confidentiality or data-handling preferences
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Chargeback or payment-dispute expectations
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Events outside your control
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Any other business rule to include
If you do not have a specific policy, enter "standard practices" and TSA will use general policy language.
Promo Payment
Additional Instructions

Promo Payment

Business Client Policy Manual – $75

Customized business policies, disclosures, and service terms delivered in a professionally formatted PDF.

$75.00

Total

Payment Methods

Credit Card

Apple Pay

Afterpay

Acknowledgments and Electronic Signature
Acknowledgments
Electronic Signature / Name

First NameLast Name
Were you referred by Tara McDuffie?
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

Customized Client Policy Manual

Client and Business Information

How Your Business Operates

Promo Payment

Promo Payment*

Payment Methods

Acknowledgments and Electronic Signature

Promo Payment