// METABOLIC BALANCE COACH CRM SETUP
Let's Automate Your Practice!
Let's work together to automate your business systems and client journey using our most trusted CRM Platforms
Reclaim your time and energy, while presenting a professional & consistent client-facing image.

We worked closely with Top Metabolic Balance Coach, Jen Vasey to create the perfect workflow that allows you to be present and attentive to your clients, while your CRM does all the heavy lifting, remembers particular dates, and follows up with clients who have fallen off track.

and did we mention that this is ALL AUTOMATED.


Watch the video below to find out more. 
READ ABOUT JEN'S EXPERIENCE WITH OUR DUBSADO SETUP PACKAGE:
I can honestly say that Dubsado has been life-changing for me.

As my business was growing I was manually keeping track of each client and where they were at in their program. This started to become very overwhelming the more clients I took on. Dubsado has saved me so much time and effort by being an automation system that I can trust.

I know that my clients are going to get all of the information and reminders needed to guide them through their plan. This has freed up so much time for me to be able to continue working on the growth of my business and supporting more clients. It's hands down the best thing that I've done to support my business and meet my client's needs. 1000% recommend!
- JEN, METABOLIC BALANCE COACH

What's Included
  • APPOINTMENT SCHEDULERS
    From the very first moment of contact, you'll have a seamless process for scheduling meetings with prospective clients.
  • DESIGNING OF MANDATORY FORMS
    Your Client Consent Form will be linked to your proposal, so once your prospective client selects your package, they'll also have an opportunity to read and digitally sign your Consent Form (no more printing, signing, & scanning!).

    Your workflow will also share the mandatory Personal Profile form that your client can review, complete, and eSign.
  • AUTO-INVOICING
    From the moment you finish your Discovery Call until you have your Initial Consultation with your new client, you won't have to lift a finger. Let your CRM Platform take care of sending and following up on Invoices & managing Payment Plans.
  • AUTOMATED WORKFLOW
    Once your client has signed on, your CRM Platform will take them by the hand and guide them through the next 6 months of the program. Your Automated Workflow will ensure that your clients remember to get their blood work completed, to book in for your next session, etc.

    This is where the magic really happens!
  • JEN'S EMAIL TEMPLATES
    Jen has generously shared her personal emails that she shares with clients for you to use and customize as you wish.

    No more wondering what to say and when - Jen has you covered!
All for only $800!
plus applicable taxes
Custom CRM Setup Projects usually begin at $2,500 - but because Jen has been so generous to share her finessed and perfected workflow with all of you, we're able to keep costs low and help you serve more clients!
READ ABOUT CARRIE'S EXPERIENCE WITH OUR PRACTICE BETTER SETUP PACKAGE:
Working with Bloom was the BEST decision I made to help me launch my nutrition business. I was stuck in the final phases of how to launch my business for months it felt like.

Having Ashley come on board to help me automate my nutrition program was SO invaluable. She got my program and workflow fully set up and customized on the Practice Better site, and got me ready to launch my business to clients.

The very first day I launched my website, I had two clients book appointments!

The best part is, she gave me all of the tools and resources I need to update and change my program as I grow.

I will be forever grateful for the mentorship and support!
- CARRIE, METABOLIC BALANCE COACH
What are the Options?

DUBSADO

This is the platform we used to set up Jen's completely automated Workflow. Check out her video walkthrough to get a glimpse of how easy your journey could be!

pros vs cons

✓ Completely Automated Process (even including Check-Ins and Reminders!)

☓ NOT PIPEDA Compliant, BUT you can simply download your Personal Profile form after completing it (saving it to your computer and deleting it from the platform) -- none of the other forms share sensitive health information.


​ ✓ Unlimited Clients - price will never change. ​

✓ Has an Uploader function so your clients can share their valuable Before & After photos with one click. ​


PACKAGE DELIVERABLES

✓ Jen's Finessed Automated Workflow

✓ Appointment Scheduler Setup (Initial Consult, Review Plan, Check-In, Phase 3 & Offboarding)

✓ On-Brand Dynamic Proposal

✓ Pre-Filled Contract / Consent Form

✓ Payment Plan Setup & Auto Invoicing

✓ Automated Forms (Welcome Guide, Blood Work & Measurements, Phase 1-4 Guides & Review Request)

✓ Automated Emails

✓ Automated Follow-Up Emails (If forms not completed)

✓ Access to our Dubsado Tutorial Course

PRACTICE BETTER

Easily the top trusted platform by nutrition professionals. we've adapted our automated workflow to work here as well. Check out the comparison video below.

pros vs cons

✓ All Forms can be sent out automatically.

☓ We can NOT automate check-in emails to send out, BUT we can provide the email templates to you, and teach you how you can set these up for each new client you receive. We also can not follow up on forms / steps that haven't been completed. But we can have reminders in place. ​

✓ HIPAA/PIPEDA/GDPR compliant.​

☓ Monthly Price will increase once you bring on a certain number of clients. ​

PACKAGE DELIVERABLES

✓ Package Setup

✓ Services Setup (Initial Consult, Review Plan, Check-In, Phase 3 & Offboarding)

✓ Payment Plan Setup & Auto Invoicing

✓ Automated Forms (Welcome Guide, Blood Work & Measurements, Phase 1-4 Guides & Review Request)

✓ Automated Scheduling Reminders (Initial Consult & Review Plan)

✓ Automated Reminder to manually set up scheduler reminders (for Check-In, Phase 3 & Offboarding)

✓ Access to our Practice Better Tutorial Course

☓ We can NOT automate check-in emails to send out, BUT we can provide the email templates to you, and teach you how you can set these up for each new client you receive

How Does it Work?

STEP ONE
First, you'll select your package of choice + review & sign the contract, make your first payment, and begin working through your Onboarding Documents
STEP TWO
Once we're acquainted, we'll set up your CRM Platform using our partner discount code and start duplicating Jen's custom workflow.
STEP THREE
You'll be provided with detailed instructions that will walk you through how to set up your personal settings within your new account.
STEP FOUR
We'll add any necessary customizations (optional) and share our detailed offboarding & instructional course so that you can feel confident using your CRM platform & can start saving time while serving clients and making $$$!

In case you're wondering...

  • WHAT ADDITIONAL COSTS CAN I ANTICIPATE?
    In order to take advantage of Dubsado's premium features such as unlimited clients & automated workflows, you must purchase a premium subscription - you can anticipate paying a maximum of $40USD per month (price decreases if you opt for our discount code, and if you opt for annual billing), but prices will never increase, regardless of how many clients you bring on).

    In order to take advantage of Practice Better's premium features, you must be using at least the Professional Plan - $59USD per month. (price decreases if you opt for our discount code) Practice Better subscriptions do increase in price based on how many clients you bring onto your platform.
  • CAN I CUSTOMIZE THE AUTOMATED WORKFLOW STEPS?
    Yes! We will share an Email Copywriting Workbook that details all of the steps and automations involved. This is your opportunity to add your own personal touch into your workflow emails.

    This is also where you can add custom notes for our team. Lets say you like to send your Phase 1&2 Guide immediately after your Initial Consultation instead of sending it after your Review Plan meeting - simply note that for us in the workbook and we'll make sure that's reflected on your Workflow setup.

    Your package also includes a 30 Minute Offboarding Session that you're welcome to use as you wish. You can come prepared to this call with any questions you may have, and we can also use this time to apply any necessary customizations to your platform setup so that it matches the unique way that you offer your services.

    Once you get comfortable using the platform you'll also quickly learn how straightforward it is to make any customizations on your own.
  • HOW WILL I KNOW HOW TO USE MY NEW CRM?
    Our Educational Offboarding session is intended to answer any questions you may have about how to use your new CRM with clients.

    We also have an Online Course that you'll be invited to which includes tutorials for how to use your new CRM platform.
  • WHAT DOES THE ONBOARDING PROCESS LOOK LIKE?
    We have created an in-depth Onboarding Checklist with multiple video instructions that walk you through everything you need to provide to us so that we can get your CRM platform set up. Our first face-to-face touch point will be during the Educational Offboarding Session so that you have context for how the platform works, and can show up with much more specific questions about how to use your new platform.
  • DOES THIS PACKAGE INCLUDE UPDATES OR ONGOING SUPPORT?
    Ongoing support is not included in your CRM Setup package.

    We do have an Educational Offboarding Call as well as a Tutorial Library lessons and tips for how you can continue to make the most out of your platform! You are always welcome to ask any questions that aren't already covered in our Tutorial Library and we'll be more than happy to add new lesson content as needed :)

    Both Dubsado and Practice Better have unbeatable customer support teams who can also support you with the back end of your new platform.
  • I OFFER SERVICES OUTSIDE OF METABOLIC BALANCE, WILL YOU SET THOSE UP ON MY CRM AS WELL?
    We are SUCH a big fan of automating your business processes in order to regain your time and maintain a sustainable relationship with your business - it brings us so much joy to support you in setting up these systems and automations.

    With that said, the reason that we are able to price this package as affordably as we have is because we are replicating a tried and true framework.

    Should you require any further customizations or to apply similar systems to other facets of your business, please be sure to select our Custom Automations Add-On. This will allow us to duplicate the workflow we've created for your MB framework, but modify it so that you can use it for your other offerings.
  • CAN I USE MY CRM AS AN EMAIL MARKETING PLATFORM?
    Your CRM Platform is capable of sending emails on your behalf, and many of these can be set up to be automated, BUT, it's important to note that your CRM Platform does NOT replace an Email Marketing Platform.

    CRM's are intended to cater to individual leads and clients, whereas an Email Marketing Platform is intended for sending out Emails in Bulk (ie., Newsletters, Nurture Sequences, etc)

    An example of some popular CRMs:
    - Dubsado
    - Practice Better

    An example of some popular Email Marketing Platforms:
    - Flodesk
    - MailChimp
    - ConvertKit
    - AWeber
    - ActiveCampaign
  • WHAT'S THE DIFFERENCE BETWEEN DUBSADO / PB AND FLODESK?
    Dubsado / Practice Better is meant for corresponding and automating touch points with one client at a time, whereas Flodesk is used as a bulk email marketing tool where you can send promotions or updates to your entire contact list.

    You can also send individual emails using Flodesk (as Jen does to share her Meal Plan, Getting Started Guide & Recipe books with clients after their Review Plan session).

    Flodesk is an Email Marketing Platform (our top recommended platform!) that is used for sending out bulk emails to your contact list, such as newsletters. It can also be used to set up Nurture Sequences, meaning that when a client joins your email list, they can receive a sequence of automated emails that gently nudge them towards your offer. I have some video walkthroughs below + a discounted signup link.

    Check out this brief walkthrough of the Flodesk Platform:
    https://youtu.be/YY8J4mrEj5Y

    If you need a 50% off (for your first year) discount code you can use this link to sign up, or use code: BLOOMYOURBIZ
  • CAN I USE BOTH PRACTICE BETTER AND DUBSADO SIMULTANEOUSLY?
    Yup that’s definitely possible if it feels like a worthy investment for you to pay for both subscriptions.

    Simply put, the first few steps would happen via Practice Better (initial call, signing consent & pp form, paying, etc) That way all of your sensitive data on your client is saved on your HIPAA complient Practice Better CRM. Then once your client is officially onboarded they would then be added to your Dubsado CRM and would receive all of the automations for the remainder of their workflow.

    You can still use PB to dm your clients, keep case notes, etc but the progress emails, scheduler links, and guides would be sent out via Dubsado.
  • DO THE PLATFORMS HAVE A MOBILE APP?
    Both Dubsado & Practice Better have mobile apps that you can use to serve clients on the go!
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Package Overview
Timeline: 2-4 Weeks 

What's Expected of You
+ Complete our Workbook so we have all of your necessary business information. 
+ Modify the Email Templates provided (optional). 
+ Connect your payment software, video conferencing software, etc to the platform (instructions provided) 

How it Works
+ Begin by purchasing your package of choice 
+ You'll receive a purchase confirmation email + a Welcome Email with your To-Do List of action items
+ The Bloom Team will complete your desired project deliverables (you'll have an opportunity to share any details about your custom workflow during our Offboarding Session)
Fill-in the form below to get started.
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If you are based in the USA, please sign up using this link

CONTACT INFORMATION

BILLING ADDRESS

1. Terms

The Terms of this Agreement shall be from the Effective Date of Proposal Acceptance and continued until project completion. Support for this project is guaranteed for up to 14 days after project completion date. Any tutorials, revisions, etc requested after this timeframe will be subject to contractor's hourly rate.

Services: Contractor shall provide Client with the selected services on a one-time basis (known as “Services” in this Agreement)

2. Cost, Fees and Payment

Cost:
a. The total cost ("Total Cost") for all Services plus any applicable taxes or disbursements, and is due in full before final service assets are handed over to Client.
b. Client may not change payment dates after proposal and contract are completed. Even if the project date changes, the client is still responsible for making their payments in the above schedule.
c. The Client must assume that all additions, alterations, revisions, changes in content, layout or process changes requested by the client, after the allocated revision phase, will alter the time and cost of the project.

Fees: Contractor’s hourly rate is $150.00 per each hour spent on Client’s Services over the allotted amount of time purchased.

Expenses: Any expenses incurred by Contractor while providing Client with Services will be invoiced to Client in a timely manner. Client is responsible for paying for and delivering any third-party software licenses, filing fees, font licensing, plugins, web hosting, membership fees, disbursements, or other costs incidental to Contractor’s Services or products Client wishes Contractor to utilise. At the Contractor’s discretion, Contractor will make reasonable efforts to integrate Client’s suggested software or products.

Late Fees: If Contractor does not receive payment from Client within fourteen calendar days of any payment date, then Client will be charged a late fee of 1.5% of the outstanding amount per each day that Contractor does not receive payment. If Contractor has made reasonable attempts to notify Client of Client’s outstanding balance, and Client’s balance remains unpaid or partially paid, then Contractor reserves the right to send Client to collections for any and all outstanding payments. Client agrees to pay for all Contractor’s reasonable collections and legal costs encountered while attempting to collect against Client.

● For example, Client owes Contractor $1000 due on April 1 and fails to pay by April 14th. On April 15th, Client owes Contractor $1015. On April 16th, Client owes Contractor $1030.23. On April 17th, Client owes Contractor $1045.68, and so on.

Refund Policy: Contractor does not offer refunds. Client agrees to pay the total amount stated on invoice, no matter the circumstance.

Schedule: Contractor shall deliver Services in a reasonable amount of time. Client must respond to any Contractor communication within 7 calendar days from the time Contractor sends the communication. If Client fails to respond to Contractor within 7 calendar days for feedback or any other Contractor request(s), it is within the Contractor’s discretion to delay or cancel a Client’s Services. If Services are delayed due to lack of response, Client agrees to pay a fee of 10% of the total invoice in order to restart the Services.

Calls: Every project includes an onboarding and offboarding call. Any additional calls that are requested by Client which take place during or after the project timeline will be billed at our hourly rate.

Confidentiality: Parties will treat and hold all information of or relating to this Agreement, the Services provided, and the Parties’ businesses in strict confidence and will not use any of this information except in connection with fulfilling the terms of this Agreement, and, if this Agreement is terminated for whatever reason, Parties will return all such information, including account access information, and any and all copies to the original Party and will remain bound to the Confidentiality provision of this Agreement. Confidential information (known as “Confidential Information” in this Agreement) means information that is of value to its owner and is treated as proprietary or confidential including, but not limited to, intellectual property, inventions, trade secrets or information, financial data or information, speculation, knowledge, general Company data or reports, future business plans, strategies, customer lists and information, client acquisition strategies, advertising campaigns, information regarding executives and employees, systems, sequences, processes or steps shared with Client and the terms and provisions of this Agreement.

Further, at all times neither Party shall use or disclose any Confidential Information relating in any way to the past, present, or future business affairs, conditions, clients, customers, efforts, employees, financial data, operations, practices, products, processes, properties, sales, or services of or relating in any way to the Company in whatever form to any parties outside of this Agreement.

Contractor also agrees to protect “Client’s Confidential Information,” which may include, but is not limited to:
Login Information;
Payment Information;
and Client Privacy.

This Agreement imposes no obligation upon the Parties with respect to any Confidential Information that was possessed before initial business interactions commenced between the Parties; is or becomes a matter of public knowledge through no fault of receiving Party; is rightfully received from a third-party not owing a duty of confidentiality; is disclosed without a duty of confidentiality to a third-party by, or with the authorization of the disclosing Party; or is independently developed by either Party without prior knowledge of privileged or confidential information.

Testimonials: From time to time, Bloom Your Biz, may use general statements about Client’s success as social proof and part of its marketing strategy. By signing this Agreement, Client agrees to Contractor sharing Client’s success stories as testimonials on Contractor’s website and/or social media.

Relationship of the Parties: This Agreement constitutes a contract for the provision of services and not a contract of employment. Accordingly, the Contractor shall be fully responsible for and in respect of the Contractor’s income tax and National Insurance and social security contributions or that of its employees or consultants and any other liability payroll or payroll tax assessment or claim arising from or made in connection with the performance by the Contractor of its obligations hereunder. In addition to the foregoing, this Agreement shall not constitute or imply any partnership, joint venture, agency, fiduciary relationship or other relationship between the Parties other than the contractual relationship expressly provided herein. For the avoidance of doubt, Contractor has the right to hire assistants, subcontractors or employees to provide Client with its Services; and Contractor has the sole right to control and direct the means, manner and method by which the Services in this Agreement are performed.


4. Intellectual Property

This Project, content, and products contain intellectual property owned by Bloom Your Biz. This Agreement is intellectual property owned by Bloom Your Biz. Other examples of intellectual property within our business and Services include, but are not limited to: trademarks, service marks, layout, logos, business name, design, text, written copy, certain images, podcast recordings, videos, audio files, and all of our paid products (collectively referred to as “Intellectual Property”). You shall not copy, publish, transmit, transfer, sell, create derivative works from, reproduce, or in any way exploit any of the Intellectual Property owned by Bloom Your Biz, described within this Section in either whole or part without prior written consent.

Copyright: Contractor retains the ownership of its copyright in any and all work pursuant to federal copyright law (Copyright Act (R.S.C., 1985, c. C-42). Any and all work produced in connection with, or in the process of fulfilling this Agreement, are expressly and solely owned by Contractor. Contractor grants to Client a non-transferable, non-exclusive, royalty-free license of work produced with and for Client for the specific purpose of this project. Any unauthorized use of the design, such as using the design for other purposes than those specified in this Agreement, will result in additional fees and/or royalty payments to Contractor. Parties own their respective trademarks and intellectual property used in the normal and separate course of their business and agree not to infringe upon or otherwise use each other’s respective intellectual property except for in the course of providing Client with its Services.

Contractor retains the right to use artwork and final products as samples of services for marketing or Contractor’s other business development needs.

Client guarantees it owns all intellectual property it provides to Contractor, such as text, images, artwork, and designs, or Client guarantees it has permission to use any intellectual property it provides to Contractor. Client agrees to indemnify and hold harmless Contractor, and its subcontractors and assignees, from any intellectual property infringement claims regarding any and all materials Client provides to Contractor.

Ownership/ Intellectual Property/ Undertaking: All plans, strategies, specifications, and other works created by Contractor are property of Bloom Your Biz throughout the duration of the project, unless otherwise specified in your unique project scope. Once the project is completed and final invoices have been paid in full, property, as specified in your unique project scope, becomes the property of the Client, to be used as laid out in your unique project scope. Following the project completion, the Client consents to, and Contractor reserves the right to share the works created by Bloom Your Biz within this project for promotional and portfolio purposes unless otherwise agreed upon in the unique project scope. The Client agrees and undertakes not to alter, crop, filter, re-colour, re-touch or otherwise alter the integrity of the works provided by the Contractor to the Client. The Client agrees not to duplicate or redistribute templates, resources, or other works created by Contractor without Contractor's express consent.

Trademark Ownership: Any and all trademarks, whether registered or unregistered, remain the property of the contributing Party.

Style Release: Client has spent a satisfactory amount of time reviewing Contractor’s work and has a reasonable expectation that Contractor’s Services will produce a reasonably similar outcome and result for Client. Contractor will use reasonable efforts to ensure Client’s Services are carried out in a style and manner consistent with Contractor’s current portfolio and services, and Contractor will try to incorporate any suggestions Client makes. However, Client understands and agrees that:

● Every client and final delivery is different, with different tastes, budgets, and needs.
● Contractor will use his/her personal judgement to create favourable results for Client, which may not include strict adherence to Client’s suggestions.
● Dissatisfaction with the Contractor's independent judgement or individual management style are not valid reasons for termination of this Agreement or request of any monies returned.

Limit of Liability: Client agrees that the maximum amount of damages s/he is entitled to in any claim of or relating to this Agreement or Services provided in this Agreement are not to exceed Contractor’s Total Cost of Services as set forth in this Agreement. All brand design, website design and graphic design projects include two rounds of revisions. Requested revisions beyond the two included rounds will be charged at our current design rates.

Indemnification: Contractor, from time to time, provides consulting as part of their Services. Client hereby acknowledges that neither Contractor nor Bloom Your Biz, is liable for any injuries that may arise from Client’s personal decisions based off of his/her participation in this project, including but not limited to: a decision to start a business, any of Client’s business decisions, or any of Client’s financial decisions. Client agrees to indemnify and hold harmless Contractor and its employees, agents, and independent contractors for any injury, property damage, liability, claim, or other cause of action arising out of or related to Services provided in this Agreement.

Client Responsibilities: Client agrees that the accuracy of information supplied to Contractor is the sole responsibility of Client, and that Contractor is not responsible and shall not be held liable for the results of services performed on the basis of inaccurate, incomplete or untruthful information provided by Client. Client assumes full responsibility for final deliverable(s) provided, final proofing and accuracy.

Assumption of Risk: Client and related parties/participants expressly assume any risk of Services and related activities as described in this Agreement.

Non-disparagement: The Parties mutually agree not to make public defamatory statements, whether oral or in writing, that would materially harm the reputation or business activities of any Parties to this Agreement.


5. Cancellations or Rescheduling

Client must work with Bloom Your Biz, with scheduling all appointments and calls via a scheduling link provided.

Client Desires to Cancel or Reschedule: If the Client desires to cancel Services of Contractor for any reason at any time, then Client shall provide at least 30 days Notice to Contractor in order to cancel this contract. Client may reschedule Services with at least 7 Days Notice. Providing Notice will not relieve Client of any currently outstanding payment obligations. Contractor will not be obligated to refund any portion of monies Client has previously paid to Contractor.

Contractor Desires to Cancel or Reschedule: Contractor understands that sometimes, “life happens.” In order to accommodate situations that unexpectedly arise, Contractor agrees to allow up to 1 reschedule. All requests to reschedule a project must be made no later than 7 Days before intended start date of project.

In the event Contractor cannot or will not perform his/her obligations in any or all parts of this Agreement, Contractor (or a responsible party) will immediately give Notice to Client, and at the Contractor’s discretion, either attempt to find a reasonable substitute to fulfil the terms of this Agreement or issue a refund or credit based on a reasonably accurate percentage of Services rendered. In the case of a refund where, at the discretion of the Contractor, no reasonable substitute is found, Contractor shall excuse Client of further performance obligations in this Agreement.

Contractor Desires to Terminate Project
It is always our goal to establish and maintain lasting relationships with our Clients. However, Contractor retains the right to cease our work with you under any of the following circumstances:
(a) We cannot get instructions from you;
(b) You lose confidence in our ability or advice;
(c) A conflict of interest arises;
(d) We cannot accept your instructions for ethical reasons;
(e) You mislead us in a material matter or you lie to us;
(f) Our accounts remain unpaid for 30 days and no mutually agreeable arrangements have been made;
(g) You breach any of the items outlined herein this Contract.
Bloom Your Biz shall provide no less than 2 weeks notice, in writing if ending your project for any reason.

Force Majeure: Either Party may choose to be excused of any further performance obligations in the event of a disastrous occurrence outside the control of either Party that materially affects the performance of Services, such as: an act of God (fires, explosions, earthquakes, hurricane, natural disasters, flooding, storms, or infestation), or War, Invasion, Act of Foreign Enemies, Embargo, or other Hostility (whether declared or not), or any hazardous situation created outside the control of either Party such as a riot, disorder, nuclear leak or explosion, or act or threat of terrorism.

No-Shows: If it becomes impossible for Contractor to render Services due to the fault of the Client or parties related to Client, such as failure to provide necessary elements of the Services or failure of one or more essential parties to the Services to complete tasks in a timely manner, it is within the Contractor’s sole discretion to allow for any additional time or dates to render Services. In such an event, any outstanding amount will immediately become due and payable to Contractor. If Contractor chooses to continue working with Client instead of cancelling this Agreement, Client agrees to pay a fee of 10% of the total invoice in order to restart the Services.

Termination: Bloom Your Biz, reserves the right to terminate the Agreement “for cause” at any time during the Agreement, which includes, but is not limited to, the following causes: 1) Client fails to deliver necessary documents and records to Contractor; 2) Client refuses to pay; 3) Client proves to be difficult to work with and/or does not attend the scheduled meetings; 4) for any other legitimate business purposes in the best interest of Bloom Your Biz. If any of the following causes trigger Contractor to terminate the Agreement, Client is still liable to pay the entire cost of the Agreement.

6. Client Responsibilities

Point of Contact: Each Project is allotted one primary person of contact. If Client has a team of associates in place, it is Client's responsibility to elect one person who will maintain consistent communication with Contractor throughout project duration. If Client desires to elect more than one person of contact, Client agrees to pay an additional 5% of their total invoice, per each additional person of contact involved.

Process and Timeline: Client agrees to abide by Contractor’s process and timeline during the duration of this agreement. Client must provide Contractor with all information requested to begin project at least 48 Hours before the project start date. If Client does not provide all necessary information before the project start date, the project is subject to be moved to the next start date the Company has available.

Client must provide feedback within the timeline agreed upon in the scope of work. If they do not, the project may be pushed back to the next available time slot. After feedback is provided, Contractor will implement appropriate revisions and Client will have the opportunity to ‘confirm’ the revisions.
Client agrees that after each phase of the design stage has been ‘confirmed’ any requests to implement additional revisions are not included in the total invoice and will be billed at Contractor’s hourly rate of $150.00 per hour.

If the client does not respond to Contractor within 14 days for any reason, the Contractor has the right to pause or terminate the project while all final payments must still be made by Client. Client accepts and agrees that he/she is 100% responsible for his/her results from the Services. Client acknowledges that, as with any business endeavour and investment, there is an inherent risk associated. As such, Client agrees there is no guarantee that Client will attain his/her desired business successes by simply completing the Project.

If a project has become dormant for more than 3 Months, the deliverables and price points in this contract are no longer valid and must be renegotiated. Client must contact Contractor to re-establish a new timeline, structure, and rate for the project. Any monies paid to Contractor before the project became dormant will be automatically allocated to the new project invoice.

Nevertheless, Client acknowledges that he/she can optimize their potential results by adhering to the following:
Keeping the integrity of the strategy or design created by Contractor;
Delivering all applicable documents and records to Contractor on Contractor’s checklist in a timely manner within Project Timeline;
Committing to the Project;
Attending each meeting at the scheduled date, on time;
Immediately rescheduling any calls or project if necessary and adhering to the rescheduled time and date.

Confirming Written Materials: In the instance of projects that involve written materials to be submitted by Client, a Copywriting Workbook will be provided. Once that workbook is submitted, and designs or development have begun to take place, any modifications or additions to written materials will be billed at our hourly rate.

Duplicating Material Provided: Client is responsible for downloading and safely storing any final files, tutorials, or important documents, as Contractor agrees to keep files for no more than one year after project end date.


7. General Provisions

Governing Law: The laws of Ontario govern all matters arising under or relating to this Agreement, including torts.

Headings & Severability: Headings are included for convenience purposes only and shall not affect the construction of this Agreement. If any portion of this Agreement is held to be unenforceable, it shall not affect the remaining portions of the Agreement, which shall remain in full effect. If any portion of this Agreement is held to be unenforceable, then the unenforceable portion shall be construed in compliance with applicable law in a light most favourable to the original intentions of the parties. If the unenforceable portion of the Agreement is found by a competent court of this jurisdiction to be contrary to law, then it shall be changed and interpreted to best reflect the original intentions of the parties, and all other provisions shall remain in full force and effect.

If any portion of this Agreement is deemed to be illegal or unenforceable, the remaining provisions of this Agreement remain in full force, if the essential provisions of this Agreement for each Party remain legal and enforceable.

Merger: This Agreement constitutes the final, exclusive agreement between the Parties on the matters contained in this Agreement. All earlier and contemporaneous negotiations and agreements between the Parties on the matters contained in this Agreement are expressly merged into and superseded by this Agreement. This Agreement trumps any other existing negotiations, communications or Agreements between the parties, whether written, oral, or electronic, and is the full extent of the Agreement between the parties.

Amendments: The Parties may amend this Agreement only by the Parties’ written agreement with proper Notice.

Assignment: Neither Party may assign or subcontract any rights or obligations in this Agreement without proper Notice, unless otherwise provided in this Agreement.

Execution: This Agreement may be signed in counterparts. Signatures sent via facsimile and electronic signatures shall be deemed valid.

Titles: The titles and section headers in this Agreement are provided for convenience only and should not be construed as part of this Agreement.

Dispute Resolution: Any controversy or claim arising out of or relating to this contract, or the breach of this Agreement, will be settled by alternative dispute resolution (ADR) prior to a formal complaint. ADR includes arbitration or mediation administered by an authorized entity, such as the Canadian Arbitration Association, in accordance with its Commercial [or other] Arbitration Rules. Any judgement on the award rendered by the arbitrator(s) or mediator(s) may be entered in any court having jurisdiction over this Agreement and related dispute resolution proceedings.
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Special Offer
Partner Pathway
TWO CUSTOM PLANS. ONE STREAMLINED EXPERIENCE. 

We'll create a separate add-on workflow that can be activated in one click inside your CRM

We'll set up individualized consent and intake forms for your partner client, including bloodwork uploads and personal profiles

You'll unlock the opportunity to earn upwards of 50% more on your program, by supporting two clients with shared coaching and streamlined check-ins

Select Add-OnC$250.00
Special Offer
On-Brand Document Design
ELEVATED GUIDES. UNIFIED EXPERIENCE. 

We'll apply your brand identity to your Canva guides (colours, fonts, imagery, and layout) so every client touchpoint feels intentional and cohesive

We'll design custom headers for your CRM forms and documents to ensure your automated delivery looks premium, polished, and unmistakably yours

Your client journey stays 100% on-brand across education, onboarding, and automated communication

Select Add-OnC$150.00
Special Offer
Automate What Already Sells
STREAMLINED WORKFLOWS. ZERO MANUAL CHAOS.

We'll map your existing process on a 1:1 strategy call, so automation enhances what works (instead of reinventing it)

We'll build a fully customized automated workflow inside your platform, including forms, scheduling tools, and approval steps

We'll extend your educational offboarding call by 30 minutes to ensure you feel confident running both workflows with ease

Select Add-OnC$500.00

CHOOSE A PRICING OPTION

  • Preferred option
    One-time paymentC$800.00
  • Preferred option
    1st Payment Now, 2nd Payment in One Month2x C$400.00

PAYMENT INFORMATION

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

  • Total payment
  • 1xCRM Setup for CA Metabolic Balance CoachesC$0
    -+

All prices in CAD

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