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At Thrive Masterminds, our mission is toprovide high-quality consulting services that cater to the unique needs of dental practices. This Fulfillment Policy outlines the terms and procedures fordelivering our consulting services.
1. Service Delivery
•Initial Consultation: Upon engaging our services, an initial consultation will be scheduled to assess the practice's needs, goals, and challenges. This may be conducted in person, via phone, or virtually over zoom.
•Customized Service Plan: Based on the consultation, we will provide a tailored consulting plan that outlines specific services, deliverables, and goals.
•Project Execution: Our team will execute the service plan through agreed-upon channels, including office visits, virtual meetings, and detailed reports. Ongoing support will be provided during the agreed service period.
2. Service Timelines
•Consultation Timeline: Depending on the complexity of the service, the timeline for completion will be clearly outlined in the investment form.
•Weekly Recap Emails: Weekly check-ins and email recaps will be provided to ensure the client is informed with the progress. The client will have the opportunity to review progress and provide feedback.
•Timelines: Timelines provided are estimates and may vary based on unforeseen circumstances, project complexities, and adjustments needed throughout the program lifecycle.
3. Revisions and Adjustments
•Mid-Project Adjustments: If any significant changes to the scope of work are required, they will need to be documented, and a revised service plan will be presented. Changes may impact the delivery timeline and costs, which will be communicated in advance.
•Post-Service Adjustments: Minor revisions or clarifications to deliverables may be requested within 30 days of project completion. Additional requests outside this period may incur additional fees.
4. Payment Terms
•Payment Structure: Services are billed based on the terms outlined in the investment form. Please read investment form for details and payment schedule outline.
•Late Payments: Payments not received within the agreed-upon timeframe will incur a late fee, and services may be paused until payment is received.
5. Client Responsibilities
•Provision of Information: The client is responsible for providing timely and accurate information necessary for the fulfillment of consulting services. Delays in providing information may result in delays in service delivery.
•Engagement and Feedback: Active engagement and communication from the client is required to ensure that project goals and timelines are met effectively.
•Team Willingness: The progress and timely completion of the program depend on the active engagement and commitment of the team members involved. Variations in team availability or motivation may impact the overall schedule.
•Office Conditions: The working environment, including office infrastructure, technology, server, practice management software and all other resources, plays a crucial role in the program's development. Any disruptions or limitations in office conditions could affect the project's progress.
•Leadership: The effectiveness of the program's leadership is essential for guiding the team and making strategic decisions. Changes in leadership or variations in leadership effectiveness may influence the program's outcome and timeline.
6. Program delays or derailed by the client:
•Lack of Engagement or Follow-Through
Failure to Implement Recommendations: The client may receive valuable advice but fail to implement the recommended changes within the practice.
Poor Communication: Delayed or inconsistent communication with the consulting firm can slow progress, hinder timely decision-making, and cause misalignment on goals.
•Internal Resistance to Change
Staff Resistance: The practice’s team may resist changes, creating barriers to implementing new processes, protocols, or technologies suggested by the consultant.
Leadership Resistance: If the practice owner or leadership team is unwilling to adapt or change their current methods, it can stall the progress of the consulting program.
•Unclear or Changing Priorities
Shift in Goals: The client may shift focus away from the original consulting programs and goals, such as prioritizing a different aspect of the business, leading to misalignment.
Lack of Defined Goals: If the client hasn’t clearly defined the goals or outcomes they wish to achieve, it can be challenging for the consulting firm to stay on track.
•Financial Constraints
Budget Limitations: A client may face unexpected financial issues, causing them to reduce the scope of work, delay implementation, or cancel services altogether.
Unwillingness to Invest in Necessary Tools: Some consulting solutions may require new software, technology, or training, and the client’s refusal to invest in these resources can impede progress.
•High Turnover or Leadership Changes
Staff Turnover: Frequent turnover among key staff, such as office managers, supportive team members or clinical leaders, can disrupt the consulting process, especially if newly hired staff are unfamiliar with dental.
Leadership Changes: A change in ownership or practice leadership may result in shifting priorities or halting the consulting program altogether.
•Overly Complex Decision-Making Processes
Lengthy Approval Processes: Clients with complex decision-making hierarchies or a need for multiple layers of approval can slow down the pace of implementation, causing delays in achieving outcomes.
Inability to Make Quick Decisions: Indecisiveness or hesitation in making critical business decisions can result in lost momentum.
•Misalignment of Expectations
Unrealistic Expectations: Clients may have unrealistic expectations regarding the timeline, budget, or outcomes of the consulting program, leading to frustration or dissatisfaction.
Scope Creep: If the client continually adds tasks or objectives beyond the original scope, it can dilute the consultant’s focus and make it difficult to achieve key goals in a timely manner.
•Conflicting Priorities Between Partners
Disagreements Among Partners or Owners: If a practice has multiple owners or decision-makers with conflicting visions or priorities, this can derail the consulting program as consensus is difficult to achieve.These factors can significantly disrupt a consulting engagement, making it difficult for the consultant to deliver the expected value.
7. Cancellation Policy
•Cancellation by Client: Clients may cancel services with a 30 day written notice. If services are canceled after project commencement, the client will be billed for work completed plus 3 months after the cancellation date. The client will pay for the 3 months or the remainder of the contract, if it’s under 3 months, whichever comes first.
•Cancellation by Thrive Masterminds: In the unlikely event that we must cancel services, we will provide a 30 day written notice, and issue a full or partial refund, depending on the reason for Thrive Masterminds terminating the contract and/or services rendered.
8. Program Completion:
•The successful completion of this program is subject to various factors, including but not limited to team willingness, office conditions, leadership effectiveness, and project timelines. We strive to manage these factors effectively, but understand that external influences and internal dynamics may lead to changes in the expected completion date. We appreciate your understanding and flexibility as we work to achieve the program's objectives together.
This policy is subject to change, and anyupdates will be communicated promptly.
For any questions regarding our fulfillment policy, please contact us directly at 602)463.3655, or email us at argentina@thrivemasterminds.com