Refund Policy

Effective Date: 7/1/2026

Last Updated: 7/7/2026

This Refund Policy explains how refunds, cancellations, rescheduling, and payment-related requests are handled by The Organizational truth Gap.

Please review this policy before purchasing a service, booking a briefing, enrolling in a program, downloading a paid resource, or entering into an advisory engagement

1. Business Information

Business Name: The Organizational Truth Gap™

Website: theorganizationaltruthgap.com

Business Address: Wesley Chapel, FL 33543

Country: United States of America

State/Province: Florida

Contact Email: [email protected]

2. Products and Services Covered

This Refund Policy may apply to the following offerings:

Private board briefings
Advisory consultations
The Organizational Truth Gap™ Diagnostic
Board Brief Diagnostic
Enterprise Diagnostic
PE/Investor Diligence Diagnostic
Workshops or presentations
Speaking engagements
Digital products
Downloadable resources
Memberships or subscriptions
Other paid products or services

Products Sold: Book and services

Services Sold: Board brief diagnotic, Enterprise diagnostic, Investor diligence diagnostic

Digital Products: Book

Memberships / Subscriptions: N/A

3. General Refund Policy

Refund eligibility depends on the type of product or service purchased, the timing of the request, the work already performed, and the terms of any signed agreement.

General Refund Window: within 2 weeks of signature anything beyond that is not eligible

If a signed agreement, engagement letter, proposal, or statement of work includes specific refund or cancellation terms, those written terms will control unless prohibited by applicable law.

4. Advisory Services and Diagnostics

For advisory services and diagnostic engagements, refund eligibility will be determined by the written agreement for that engagement.

This may include terms related to:

Deposits
Retainers
Work already performed
Document review
Interviews or discovery calls completed
Preparation time
Travel or scheduling commitments
Third-party expenses
Cancellation timing
Rescheduling requests

Refund Terms for Advisory Services: if done before 2 weeks

Refund Terms for Board Brief Diagnostic: N/A

Refund Terms for Enterprise Diagnostic: N/A

Refund Terms for PE/Investor Diligence Diagnostic: N/A

5. Deposits and Retainers

Some services may require a deposit or retainer before work begins.

Deposit / Retainer Policy: deposits and retainers are not refundable

If a deposit or retainer is non-refundable, this will be stated in the proposal, invoice, checkout page, or signed agreement.

6. Cancellations by Client

If you need to cancel a scheduled service, briefing, diagnostic, workshop, or advisory session, please contact us as soon as possible.

Cancellation Notice Required: 2 weeks in advance

Cancellation Fee: deposit is non-refundable

Refund Eligibility After Cancellation: if done within the allotted period

Cancellations made after work has begun may not be eligible for a full refund.

7. Rescheduling

We understand that board, executive, and investor schedules may change.

Rescheduling Notice Required: 2 weeks in advance

Number of Permitted Reschedules: only 2

Rescheduling Fee: 20% fee in addition to booking fee must be paid

Missed meetings or late rescheduling may be subject to the terms stated in the applicable agreement.

8. Digital Products and Downloadable Materials

If digital products, reports, templates, frameworks, toolkits, or downloadable materials are offered, refund terms will be listed at the point of purchase.

Digital Product Refund Policy: to be determined

Because digital products may be accessed immediately, some digital purchases may be non-refundable once downloaded, accessed, or delivered, if permitted by applicable law and clearly disclosed at purchase.

9. Memberships and Subscriptions

If memberships, subscriptions, recurring advisory access, or paid content memberships are offered, cancellation and refund terms will be provided at enrollment.

10. Speaking Engagements and Workshops

Refunds or cancellations for speaking engagements, workshops, presentations, or facilitated sessions will be governed by the applicable agreement.

This may include terms for:

Preparation fees
Travel costs
Non-refundable deposits
Cancellation windows
Rescheduling
Event postponement
Materials already created

Speaking / Workshop Refund Policy: N/A

11. Non-Refundable Items

The following may be non-refundable, depending on the applicable agreement and law:

Completed services
Work already performed
Deposits or retainers marked non-refundable
Digital products already accessed or downloaded
Custom-created materials
Travel or third-party expenses
Administrative fees
Missed appointments
Late cancellations
Speaking engagement preparation fees
Rush or expedited work

Specific Non-Refundable Items: book and services

12. Processing Times

Approved refunds will be processed according to the original payment method when possible.

Refund Processing Time: 7-10 business days

Processing times may vary depending on the payment processor, bank, or credit card provider.

13. How to Request a Refund

To request a refund, contact:

Email: [email protected]

Please include:

Name
Service or product purchased
Date of purchase
Invoice or order number, if available
Reason for refund request
Preferred contact information

We may request additional information to review your request.

14. Chargebacks

If you have a concern about a charge, please contact us first so we can review and respond.

Submitting a chargeback without first contacting us may delay resolution and may be handled according to the payment processor’s dispute process.

15. Changes to This Refund Policy

We may update this Refund Policy from time to time.

When updates are made, the “Last Updated” date will be revised. Continued use of the website or purchase of services after updates are posted means you accept the revised Refund Policy.

16. Contact Information

You agree to defend, indemnify, and hold harmless The Organizational Truth Gap, its owners, officers, employees, contractors, advisors, affiliates, and representatives from any claims, damages, liabilities, costs, or expenses arising from:

Your use of the website
Your violation of these Terms
Your violation of any law or regulation
Your submission of inaccurate, confidential, sensitive, or unauthorized information
Your misuse of website content or intellectual property

17. Availability and Changes to the Website

We may update, modify, suspend, or discontinue any part of the website, content, services, or resources at any time without notice.

We do not guarantee that the website will always be available, error-free, secure, or uninterrupted.

18. Governing Law

Any disputes will be handled in the courts or dispute resolution forum located in unless otherwise required by applicable law or agreed in writing.

19. Dispute Resolution

Any dispute arising from these Terms, the website, or services may be subject to:

Dispute process, such as negotiation

20. Updates to These Terms

We may update these Terms from time to time.

When updates are made, the “Last Updated” date will be revised. Continued use of the website after updates are posted means you accept the revised Terms.

21. Contact Information

For questions about these Terms, contact:

The Organizational Truth Gap

Email: [email protected]

Address: Wesley Chapel, FL 33543

Website: theorganizationaltruthgap.com

Helping healthcare boards, CEOs, and investors close the gap between leadership perception and operational reality so every critical decision is grounded in organizational truth.