Terms of Service

1. What DoneThat provides

DoneThat operates a managed marketplace that connects business owners and other customers seeking practical operating guidance (“Customers”) with independent experienced operators and advisors (“Experts”).

Offerings facilitated through DoneThat may include:

• one-time Decision Sessions
• follow-up sessions
• multi-session Decision Sprints
• defined projects
• recurring advisory arrangements
• fractional or other ongoing engagements

DoneThat may support:

• expert sourcing and vetting
• customer intake
• matching
• engagement formats
• scheduling
• payment processing
• expert payouts
• electronic agreements
• customer support
• follow-up
• quality assurance

Experts provide the substantive judgment, guidance, deliverables, and services associated with their engagements.

DoneThat does not itself provide legal, tax, accounting, investment, medical, engineering, regulatory, therapeutic, or other licensed professional services.

2. Eligibility and authority

You must be at least 18 years old and legally capable of entering into a binding agreement.

If you use DoneThat on behalf of a company, organization, or other entity, you represent that:

• you have authority to act for that entity
• you have authority to bind that entity to these Terms
• references to “you” include that entity where applicable

You agree to provide accurate, current, and complete information.

3. Accounts and security

You may be required to create an account or provide contact information to use certain features.

You are responsible for:

• maintaining the confidentiality of your credentials
• maintaining control of your email account and devices
• activity conducted through your account
• keeping your information accurate
• notifying DoneThat promptly of suspected unauthorized access

You may not:

• impersonate another person
• create an account using false information
• share credentials in a way that creates security or identity problems
• permit unauthorized people to use your account

DoneThat may restrict, suspend, or terminate access where we reasonably believe that:

• information is false or misleading
• an account has been compromised
• these Terms have been violated
• another user may be at risk
• the platform is being misused
• suspension is necessary for legal, security, payment, or operational reasons

4. Customers

Customers may:

• browse Expert profiles
• submit intake information
• request a match
• accept or decline a proposed match
• book available engagements
• provide materials for review
• participate in sessions or other engagements
• request follow-up work

As a Customer, you acknowledge and agree that:

• Experts are independent providers
• Experts are not employees, agents, partners, or representatives of DoneThat
• Expert profiles do not guarantee a particular result
• operating decisions involve uncertainty
• you remain responsible for evaluating the relevance of an Expert's experience
• you remain responsible for all business decisions and implementation
• you must provide accurate and sufficient context
• you must have the right to share all information and materials you provide
• you should obtain licensed professional advice where required
• DoneThat and its Experts do not replace attorneys, accountants, tax advisors, financial advisors, engineers, medical professionals, regulators, or other licensed specialists

You retain final responsibility for your decisions, actions, omissions, business results, and compliance obligations.

5. Experts

Experts are independent providers who make their operating experience and judgment available through DoneThat.

By applying, creating a profile, accepting a match, or providing an engagement, an Expert agrees to:

• provide accurate information about identity, experience, education, qualifications, ownership history, and operating responsibility
• disclose material conflicts of interest
• disclose relevant limits on expertise
• offer only services the Expert is qualified and legally permitted to provide
• maintain accurate rates and availability
• respond within applicable platform timeframes
• prepare appropriately
• attend confirmed engagements
• communicate professionally
• provide agreed recaps or deliverables
• meet engagement deadlines
• preserve Customer confidentiality
• use Customer information only for the engagement
• comply with applicable law
• maintain any licenses, registrations, insurance, or permissions required for the Expert's independent work
• pay all taxes, expenses, and obligations associated with the Expert's business

Experts control their substantive judgment and may decline an engagement that is outside their expertise, presents a conflict, creates legal or professional risk, or is otherwise inappropriate.

DoneThat may:

• approve or decline an Expert application
• request additional information
• edit profiles for clarity and consistency
• hide an unavailable profile
• turn instant booking on or off
• limit available offerings
• suspend or remove an Expert
• investigate complaints
• withhold or delay payouts where permitted by these Terms

Nothing in these Terms creates an employment, agency, partnership, joint-venture, franchise, fiduciary, or similar relationship between DoneThat and an Expert.

Experts are not authorized to make commitments on DoneThat's behalf.

6. Nature of Expert guidance

Expert guidance reflects the Expert's experience, opinion, and judgment.

It may not apply to every business, market, jurisdiction, or factual situation.

Unless expressly stated in a separate signed agreement:

• Experts do not make decisions for Customers
• Experts do not manage the Customer's business
• Experts do not guarantee results
• Experts do not guarantee revenue, savings, profitability, financing, approval, retention, expansion success, acquisition performance, or regulatory compliance
• DoneThat does not independently verify every statement made by an Expert
• DoneThat does not warrant that guidance is accurate, complete, current, or suitable for a particular purpose

Customers should independently evaluate recommendations before acting.

An Expert may recommend that a Customer consult another provider, including an attorney, accountant, lender, engineer, employee, vendor, consultant, licensed professional, or industry specialist.

7. Engagement formats

The scope, price, timing, preparation requirements, deliverables, and other terms applicable to an engagement will be displayed during booking, stated in a proposal, included in an electronic agreement, or otherwise agreed in writing.

A. Decision Sessions

A Decision Session is a focused conversation concerning a specific business question, decision, or operating situation.

Customers may be asked to submit an intake brief or relevant materials before the session.

Unless otherwise stated, a Decision Session includes:

• the scheduled conversation
• reasonable Expert preparation
• a brief written recap or follow-up message where included in the offering

A Decision Session does not include implementation, unlimited follow-up, extensive document review, or additional services unless expressly stated.

B. Follow-up Sessions

A follow-up session is intended for an existing Customer whose context is already known to the Expert.

Follow-up sessions may be available only through a post-engagement link or invitation.

C. Decision Sprints

A Decision Sprint is a limited, multi-session engagement addressing a defined objective.

A Sprint proposal may specify:

• number and duration of sessions
• scheduling window
• required Customer materials
• preparation responsibilities
• limits on document review
• limits on messaging or asynchronous support
• recaps or deliverables
• exclusions
• price
• payment schedule
• cancellation or refund terms

D. Projects and ongoing engagements

Projects, recurring advisory arrangements, fractional engagements, or other ongoing work may require:

• a separate proposal
• a statement of work
• a platform engagement agreement
• another written agreement

The applicable agreement may address:

• scope
• responsibilities
• deliverables
• time commitment
• rate
• billing schedule
• platform fees
• confidentiality
• intellectual property
• termination
• expenses
• other engagement-specific terms

If an engagement-specific agreement conflicts with these Terms, the more specific agreement controls for that engagement.

8. Pricing, payments, and refunds

A. Pricing

Engagement pricing is displayed before booking, stated in a proposal, or agreed in a signed agreement.

Prices may vary by Expert, engagement format, session length, scope, and other factors.

DoneThat may change pricing at any time for future bookings. Price changes do not affect existing confirmed engagements unless agreed in writing.

B. Platform fees

DoneThat charges a platform fee on engagements facilitated through the platform.

The Expert's net payout and DoneThat's fee are stated in the Expert's agreement with DoneThat.

Customers pay the total engagement price. The allocation between Expert payout and platform fee is generally not disclosed to Customers unless required by law or agreed otherwise.

C. Payments

Payments are processed through Stripe or another payment provider designated by DoneThat.

By booking, you authorize DoneThat to charge the applicable payment method.

DoneThat may require payment before or at the time of booking.

For multi-session or ongoing engagements, payments may follow the schedule stated in the applicable agreement.

D. Satisfaction and refunds

Full refund available on request within 24 hours of your first Decision Session. No reason required. Refunds are issued immediately to the original payment method.

For Decision Sprints, a refund requested within 24 hours of the first sprint session returns the full sprint price and cancels the remaining sessions.

To request a refund, contact mo@donethat.io.

Refund eligibility may depend on whether:

• the session took place as scheduled
• the Customer participated in good faith
• the Customer provided adequate context
• the Expert prepared appropriately
• the request was submitted within 24 hours

DoneThat is not obligated to issue a refund where the Customer:

• failed to attend
• provided insufficient context
• is dissatisfied with a legitimate business opinion
• seeks a refund for reasons unrelated to the session quality

Refunds for follow-up sessions, Decision Sprints, projects, or ongoing engagements are governed by the applicable agreement.

DoneThat may refund a Customer while still paying the Expert where the Expert delivered appropriately.

E. Expert payouts

Expert payouts are processed through Stripe or another provider.

Payout timing, frequency, and conditions are stated in the Expert's agreement with DoneThat.

DoneThat may withhold or delay a payout where:

• a refund, dispute, or chargeback is pending
• a complaint is under investigation
• the Expert has not completed required setup
• the Expert has violated these Terms or the Expert Agreement
• withholding is required by law or payment-provider policy

F. Taxes

Customers are responsible for any applicable sales tax, use tax, or similar tax on their purchases.

Experts are responsible for their own income taxes, self-employment taxes, and any other taxes associated with their independent work.

DoneThat may collect and remit sales tax where required by law.

DoneThat may issue tax forms to Experts as required by law.

9. Scheduling, cancellation, and no-shows

A. Scheduling

Engagements are scheduled through the platform or as agreed between the parties.

Confirmation is not final until the Customer has completed payment and received a booking confirmation.

B. Customer cancellation

Customers may request to reschedule with at least 24 hours' notice before the scheduled start time.

Cancellations made fewer than 24 hours before the session may be nonrefundable.

No-shows are nonrefundable.

DoneThat may offer a credit or reschedule in exceptional circumstances.

C. Expert cancellation

Experts are expected to honor confirmed engagements.

If an Expert cannot attend, the Expert must notify DoneThat as soon as possible.

DoneThat will offer the Customer a reschedule or full refund.

Repeated Expert cancellations may result in profile suspension or removal.

D. DoneThat cancellation

DoneThat may cancel or postpone an engagement if:

• a match is no longer appropriate
• a safety, fraud, or compliance concern arises
• continuation would violate these Terms
• circumstances outside DoneThat's control make the engagement impractical

If DoneThat cancels, the Customer will receive a full refund.

10. Confidentiality

A. Customer information

Experts agree to treat nonpublic Customer information as confidential and to use it only for the applicable engagement.

Experts may not disclose Customer information to third parties except as required by law or authorized by the Customer.

B. Expert information

Customers agree to treat nonpublic Expert information received through DoneThat as confidential, except for information that is part of the Expert's public profile.

C. Limitations

DoneThat is not a law firm, accounting firm, or medical provider.

Communications through DoneThat are not automatically subject to legal privilege.

DoneThat cannot guarantee that any user will comply with confidentiality obligations.

Users remain responsible for deciding what information to share.

D. Additional agreements

Engagements involving substantial proprietary information may require a separate confidentiality or nondisclosure agreement.

11. Intellectual property

A. DoneThat intellectual property

The DoneThat name, logo, website, platform, features, content, and design are owned by or licensed to DoneThat.

You may not copy, modify, distribute, or create derivative works of DoneThat's intellectual property without written permission.

B. Expert content

Experts retain ownership of their pre-existing knowledge, experience, methods, and frameworks.

Written recaps, deliverables, and materials created for a specific engagement are owned as stated in the applicable Expert Agreement or engagement agreement.

Where no agreement specifies ownership, the Customer receives a non-exclusive license to use engagement deliverables for internal business purposes.

C. Customer content

Customers retain ownership of materials and information they provide to DoneThat or to an Expert.

By providing materials, you grant DoneThat a limited license to use, store, transmit, and share those materials as reasonably necessary to operate the platform and facilitate the engagement.

D. Feedback

If you provide suggestions, ideas, or feedback about DoneThat, you grant DoneThat a non-exclusive, royalty-free, perpetual, irrevocable license to use, modify, and incorporate that feedback without obligation to you.

12. Non-circumvention

A. Platform obligation

Customers and Experts who are introduced through DoneThat agree that any engagement, work, referral, or commercial relationship arising from that introduction will be conducted through or disclosed to DoneThat during the applicable period stated in the Expert Agreement or these Terms.

B. Duration

Unless a different period is stated in a signed agreement, the non-circumvention obligation applies for 24 months following the most recent engagement facilitated through DoneThat.

C. Scope

This obligation applies to:

• direct engagements between an introduced Customer and Expert
• referrals by one introduced party to the other
• engagements conducted through a different platform or intermediary
• arrangements designed to avoid DoneThat's platform fee

D. Consequences

Circumvention may result in:

• suspension or removal from the platform
• forfeiture of pending payouts
• a platform fee on the circumvented engagement
• other remedies available under these Terms or applicable law

E. Exceptions

This section does not apply to relationships that existed before the DoneThat introduction, provided the pre-existing relationship is disclosed promptly.

If you believe an exception applies, contact DoneThat before proceeding.

13. Prohibited conduct

You may not:

• use DoneThat for any unlawful purpose
• submit false, misleading, or fraudulent information
• harass, threaten, or abuse another user
• scrape, copy, or extract data from the platform
• attempt to gain unauthorized access
• interfere with the operation of the platform
• circumvent security features
• transmit viruses or harmful code
• use DoneThat to compete directly with DoneThat
• solicit users away from the platform in violation of Section 12
• use an Expert's guidance to harm the Expert, another business, or a third party
• resell or redistribute access to DoneThat
• use automated tools to access or interact with the platform without written permission

14. Limitation of liability

To the maximum extent permitted by applicable law:

DoneThat, its officers, members, employees, contractors, and agents will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, including lost profits, lost revenue, lost business, lost data, or loss of goodwill, arising from or related to your use of DoneThat, regardless of the theory of liability.

DoneThat's total aggregate liability for all claims arising from or related to these Terms or your use of DoneThat will not exceed the greater of: (a) the total amount you paid to DoneThat during the 12 months before the event giving rise to the claim; or (b) $500.

This limitation applies regardless of whether the claimed damages were foreseeable and regardless of whether DoneThat was advised of the possibility of such damages.

Some jurisdictions do not permit certain liability exclusions. In those jurisdictions, DoneThat's liability is limited to the maximum extent permitted by law.

15. Disclaimer of warranties

DoneThat is provided “as is” and “as available.”

To the maximum extent permitted by applicable law, DoneThat disclaims all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, accuracy, completeness, reliability, non-infringement, and uninterrupted availability.

DoneThat does not warrant that:

• the platform will be error-free or uninterrupted
• Expert guidance will be accurate, complete, or suitable for your situation
• any particular result will occur
• a match will be available
• an Expert will meet your expectations
• information provided by users is accurate

16. Indemnification

You agree to indemnify, defend, and hold harmless DoneThat, its officers, members, employees, contractors, and agents from and against all claims, losses, liabilities, damages, costs, and expenses, including reasonable attorneys' fees, arising from or related to:

• your use of DoneThat
• your violation of these Terms
• your violation of any law or regulation
• your infringement of any third-party right
• information or materials you provide
• your business decisions and their consequences
• disputes between you and another user

17. Dispute resolution

A. Governing law

These Terms are governed by the laws of the State of New York, without regard to conflict-of-law principles.

B. Informal resolution

Before filing a formal claim, you agree to contact DoneThat at mo@donethat.io and attempt to resolve the dispute informally for at least 30 days.

C. Arbitration

If informal resolution is unsuccessful, disputes will be resolved through binding arbitration administered under the rules of a recognized arbitration organization, conducted in New York, New York.

Arbitration will be conducted on an individual basis. Class actions, class arbitrations, and representative actions are not permitted.

D. Exceptions

Either party may seek injunctive or other equitable relief in a court of competent jurisdiction to prevent irreparable harm.

Small-claims-court actions within jurisdictional limits are permitted.

18. Modifications

DoneThat may modify these Terms at any time.

When we make changes, we will update the “Last updated” date.

If a change is material, we may provide additional notice.

Your continued use of DoneThat after updated Terms become effective constitutes acceptance of the updated Terms.

If you do not agree to updated Terms, you must stop using DoneThat.

19. Termination

A. By you

You may stop using DoneThat at any time.

You may request account deletion by contacting mo@donethat.io.

Account deletion does not cancel existing payment obligations, pending engagements, or other obligations that survive termination.

B. By DoneThat

DoneThat may suspend or terminate your access at any time, with or without notice, for any reason, including:

• violation of these Terms
• violation of the Expert Agreement
• fraud or misuse
• nonpayment
• repeated cancellations or no-shows
• quality, reliability, or conduct concerns
• legal, regulatory, or compliance requirements
• operational necessity

C. Effect of termination

Upon termination:

• your access to the platform may be restricted
• pending bookings may be canceled
• pending payouts may be withheld pending resolution of disputes, refunds, or chargebacks
• obligations regarding confidentiality, intellectual property, non-circumvention, indemnification, limitation of liability, and dispute resolution survive termination

20. General provisions

A. Entire agreement

These Terms, together with the Privacy Policy and any applicable Expert Agreement, engagement agreement, or signed proposal, constitute the entire agreement between you and DoneThat regarding the subject matter.

B. Severability

If any provision of these Terms is found unenforceable, the remaining provisions remain in effect.

C. Waiver

DoneThat's failure to enforce a provision does not waive the right to enforce it later.

D. Assignment

You may not assign or transfer these Terms without DoneThat's written consent.

DoneThat may assign these Terms in connection with a merger, acquisition, reorganization, or sale of assets.

E. Notices

DoneThat may send notices to the email address associated with your account.

You are responsible for keeping your email address current.

Notices to DoneThat should be sent to mo@donethat.io.

F. Force majeure

DoneThat is not liable for delays or failures caused by events beyond reasonable control, including natural disasters, pandemics, government actions, infrastructure failures, labor disputes, cyberattacks, or provider outages.

G. Independent contractors

Experts are independent contractors. Nothing in these Terms creates an employment, agency, partnership, franchise, or joint-venture relationship between DoneThat and any Expert.

H. No third-party beneficiaries

These Terms do not create rights for anyone other than the parties, except as expressly stated.

21. Contact us

Questions about these Terms may be sent to:

DoneThat LLC
New York, New York
mo@donethat.io