Terms and Conditions
Last updated: September 4, 2026
Welcome to Draft and Direction LLC (“Website,” “we,” “us,” or “our”). These Terms and Conditions govern your access to and use of our website and services, including leadership diagnostics, organizational assessments, strategic advisory, executive and leadership consulting, auxiliary coaching, digital products, and related content (collectively, the “Services”).
By accessing or using our Website or Services, or by executing a proposal or Scope of Work (SOW) referencing these terms, you agree to be bound by these Terms and Conditions. If you are entering into these terms on behalf of a company, organization, or other legal entity, you represent that you have the authority to bind such entity. If you do not agree or do not have such authority, do not access or use the Website or Services.
1. Eligibility and Corporate Authority
You must be at least 18 years old to use our Services. If you represent an organization or corporate entity using our Services, you represent and warrant that you have full legal capacity and corporate authority to bind that entity under Ohio law.
2. Services Provided
Draft and Direction LLC is a boutique leadership diagnostic and consulting firm. Our primary services consist of proprietary leadership and talent assessments, organizational diagnostics, strategic alignment consulting, executive advisory, and team workshops. Leadership coaching and auxiliary support may be integrated as secondary components of consulting engagements.
Services may be provided through custom Master Services Agreements (MSAs), Statements of Work (SOWs), online platforms, or individual engagement agreements. In the event of a direct conflict between these website Terms and Conditions and a fully executed client-specific SOW or agreement, the terms of the executed agreement shall govern. All Services, diagnostic reports, and content are provided for informational, educational, and strategic advisory purposes only.
3. Professional Disclaimer
The strategic guidance, assessments, and analytical reporting provided by Draft and Direction LLC are designed to offer insights into organizational structure, leadership efficacy, and business alignment.
No Guaranteed Outcomes: We do not guarantee specific business performance, financial gains, market outcomes, employee retention rates, or organizational results. Business outcomes depend on implementation efforts, leadership execution, external market factors, and organizational variables beyond our control.
Non-Clinical & Non-Legal Advice: Draft and Direction LLC does not provide legal, financial, accounting, medical, mental health, or psychological services. Diagnostic tools and consulting insights do not constitute clinical evaluations or legal compliance audits.
Client Autonomy: You and your organization retain full responsibility and liability for all corporate decisions, strategic implementations, personnel choices, and operational actions resulting from or related to the Services.
4. Client and Organizational Responsibilities
To enable effective consulting and diagnostic delivery, you (and your organization, as applicable) agree to:
Provide timely, accurate, and complete organizational information, survey data, and documentation as required for analysis.
Secure necessary internal consents, notices, and approvals from stakeholders and personnel participating in assessments, surveys, or consulting interviews.
Participate in diagnostic processes, strategy sessions, and consulting engagements in a professional and collaborative manner.
Retain sole responsibility for the operational execution of any recommendations or action plans developed during engagements.
Draft and Direction LLC reserves the right to suspend or terminate Services immediately if a client engages in abusive conduct, breaches confidentiality, or fails to cooperate in good faith.
5. Payments, Retainers, Fees, and Refunds
Fees: Consulting fees, diagnostic packages, and retainer rates are set forth in custom SOWs, proposals, or online checkout pages.
Payment Terms: Payments and retainers are due in advance or according to the milestone payment schedule specified in your service contract.
Non-Refundability: Unless explicitly stated otherwise in a executed written agreement or mandatory law, all fees, retainers, and purchases are non-refundable. There are no refunds or credits for partially completed assessment cycles, canceled engagements, or early termination by the client.
Discretionary Credits: Draft and Direction LLC reserves the right, at its sole discretion, to issue refunds, fee offsets, or service credits on a case-by-case basis. Granting a credit in one instance does not obligate us to provide credits in future circumstances.
6. Scheduling, Diagnostic Timelines, and Cancellations
Consulting sessions, diagnostic interviews, and workshops must be scheduled in advance according to agreed project timelines.
Client-requested rescheduling or cancellation of scheduled diagnostic interviews, group workshops, or advisory sessions requires a minimum of 48 hours’ written notice.
Failure to provide adequate notice, or unexcused client delays that disrupt overall diagnostic milestones, may result in forfeiture of the session fee or additional re-engagement fees.
7. Intellectual Property & Diagnostic Frameworks
All content and intellectual property on this Website and provided through our Services—including proprietary diagnostic instruments, assessment algorithms, report frameworks, survey methodologies, consulting tools, graphics, written materials, and online content—are owned by or licensed to Draft and Direction LLC and are protected under U.S. and international intellectual property laws.
Client Work Product: Deliverables generated specifically for your organization (e.g., tailored assessment summaries and customized final reports) become client property upon full payment of fees, subject to Section 7 below.
Background IP: Draft and Direction LLC retains exclusive ownership of all underlying methodologies, assessment tools, diagnostic models, diagnostic data structures, templates, software, and trade secrets ("Background IP") used to produce the deliverables.
Restrictions: You may not copy, reverse-engineer, sell, re-license, distribute, or publicly display any of our Background IP or diagnostic frameworks without our express prior written authorization.
8. Confidentiality & Data Protection
We treat client information with strict operational confidentiality.
Client Data: We will not disclose your organization's confidential business metrics, strategic plans, or individual survey/assessment responses to third parties, except as required by law, agreed upon in a specific project proposal, or necessary to perform the Services.
Diagnostic Limitations: Diagnostic assessment responses, leadership feedback, and employee interviews are conducted under standard consulting confidentiality parameters. They do not constitute legally privileged communications (such as attorney-client privilege).
Data Aggregation: Draft and Direction LLC reserves the right to retain anonymized, de-identified, and aggregated diagnostic data for statistical benchmarking, industry research, and diagnostic enhancement, provided that no individual or organization can be identified.
9. User Conduct
When interacting with our Website or diagnostic portals, you agree not to:
Use our systems or content for unlawful or unauthorized business purposes.
Interfere with Website security, diagnostic platforms, or server infrastructure.
Upload false, malicious, or damaging code, data, or media.
Misrepresent your affiliation with an organization or impersonate another party.
10. Third-Party Tools and Links
Our Website or diagnostic workflows may integrate with or link to third-party tools (e.g., specialized assessment software, scheduling tools, or payment gateways). Draft and Direction LLC is not responsible for the availability, accuracy, security, or privacy policies of third-party platforms.
11. Limitation of Liability
To the maximum extent permitted by Ohio law, Draft and Direction LLC, its officers, directors, employees, and subcontractors shall not be liable for any indirect, special, incidental, consequential, exemplary, or punitive damages—including lost profits, lost revenues, operational interruptions, or loss of business data—arising out of or in connection with the Website, diagnostic tools, strategic recommendations, or Services provided.
In no event shall our total aggregate liability for all claims related to the Website or Services exceed the total amount paid by you or your organization to Draft and Direction LLC during the six (6) months immediately preceding the event giving rise to the claim.
12. Indemnification
You agree to defend, indemnify, and hold harmless Draft and Direction LLC, its managers, members, employees, and agents from and against any third-party claims, liabilities, costs, damages, or expenses (including reasonable attorney fees) arising from: (a) your or your organization's violation of these Terms; (b) the implementation of strategic decisions based on our diagnostic assessments or advice; or (c) your infringement of any third-party intellectual property or privacy rights.
13. Informal Dispute Resolution and Binding Arbitration
Mandatory Negotiation: Prior to initiating formal litigation, you agree to submit any dispute, controversy, or claim arising out of these Terms or Services to Draft and Direction LLC at melanie@draftanddirection.com. The parties agree to engage in good-faith negotiations to attempt to resolve the issue directly within thirty (30) days.
Binding Arbitration: If the dispute is not resolved through negotiation, it shall be settled exclusively through binding individual arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules.
Class Action Waiver: Arbitration shall proceed solely on an individual basis. You and Draft and Direction LLC expressly waive the right to litigate claims as a class action, collective action, or representative proceeding.
Exceptions: Either party may seek emergency injunctive relief, enforcement actions, or remedies regarding the theft, infringement, or unauthorized use of intellectual property in a state or federal court of competent jurisdiction located in Ohio.
14. Termination
Draft and Direction LLC reserves the right to terminate your access to the Website, portal tools, or Services at any time, with or without cause, including for non-payment or breach of these Terms. Provisions intended by their nature to survive termination (including Intellectual Property, Confidentiality, Disclaimers, Limitation of Liability, and Dispute Resolution) shall remain in full effect.
15. Governing Law and Venue
These Terms shall be governed by and construed in accordance with the laws of the State of Ohio, without giving effect to conflict-of-law principles. Any legal suit or court proceeding permitted under Section 13 shall be brought exclusively in the state or federal courts located in Hamilton County, Ohio.
16. Entire Agreement
These Terms and Conditions, together with our Privacy Policy and any executed Scope of Work or MSA, constitute the entire agreement between you and Draft and Direction LLC regarding your use of the Website and Services, superseding all prior oral or written agreements.
17. Changes to Terms
We reserve the right to update or modify these Terms at any time. Updates will be reflected by a revised "Last updated" date at the top of this document. Your continued use of the Website or Services following posted modifications constitutes acceptance of the updated Terms.
18. Contact Information
For questions regarding these Terms or our consulting and diagnostic services, please contact us at:
Draft and Direction LLC