COACHING & NON-LEGAL ADVISORY SERVICES
STANDARD TERMS & CONDITIONS
Effective Date: February 2, 2026
Version: 2026.1
About These Terms
These Standard Terms & Conditions govern all coaching, consulting, and advisory services provided by Randal T. Evans through Synerlogic, LLC. When you sign a proposal, engagement agreement, or service registration, these Terms become part of that agreement unless specifically modified in writing.
These Terms are incorporated by reference and attached to your engagement agreement. Unless modified in writing and communicated to you in advance, the version attached to your signed agreement controls your engagement, even if we later update the online version for future clients.
1. Scope of Services
Randal Evans provides coaching, consulting, and advisory services exclusively through his consulting firm, Synerlogic, LLC. Your proposal, engagement agreement, or registration correspondence describes the specific services included in your engagement.
What’s NOT included: Engagements through Synerlogic, LLC do not include legal, tax, accounting, financial planning, psychological therapy, or other specialized professional services unless specifically stated in a separate written agreement.
Attorney ethics rules don’t apply to coaching engagements. The Arizona Rules of Professional Conduct for attorneys and law firms do not govern coaching and advisory engagements. If you need legal services, those will be provided under a separate legal services agreement with Evans Law, PLC or other qualified counsel, with appropriate attorney-client protections.
2. Payment Terms
Invoicing: We send invoices according to the payment schedule in your proposal or engagement agreement (advance payment, monthly, upon completion, or other agreed schedule).
Due Date: Payment is due upon receipt unless your agreement specifies otherwise.
Payment Methods:
- Secure online payment (link included with invoice)
- Check (payable to Synerlogic, LLC)
- ACH, Zelle, or wire transfer (details provided on request)
Late Payments: We reserve the right to pause services if invoices remain unpaid for more than 30 days.
No automatic renewals. We will never automatically charge you for renewal or additional services without your explicit approval.
3. Scheduling & Cancellation
Scheduling: Sessions are scheduled at mutually convenient times. We work with you to accommodate your schedule.
Rescheduling: If you need to reschedule, please notify us at least 24 hours in advance. We’ll do the same.
Missed Sessions: Sessions missed without 24-hour notice may be counted toward your session total for the engagement period. We work in good faith to accommodate genuine emergencies.
Between-Session Support: Email and messaging support between sessions is included for brief questions and clarifications. This is genuine implementation support, not unlimited on-demand availability.
4. Confidentiality
Privacy: Your discussions with us remain private and confidential unless you authorize disclosure in writing or we have a legal obligation to report certain information.
Organization Names: We generally don’t treat organization names as confidential. If you want your organization’s involvement kept private, please tell us immediately in writing.
Digital Communication: We communicate via email and secure messaging platforms and store information digitally. While we take reasonable security measures, complete digital security cannot be guaranteed.
Legal Limits to Confidentiality: Arizona law requires us to report:
- Imminent harm to self or others
- Child abuse or neglect
- Elder abuse or neglect
- Other matters as required by law
Not Attorney-Client Privileged: Coaching and advisory services through Synerlogic, LLC do not include legal services. Communications with Randal Evans and other professionals under this engagement are not attorney-client privileged unless you separately engage Evans Law, PLC (or other outside legal counsel) under a written legal services agreement.
5. Additional Services & Modifications
What’s Covered: Your engagement fee covers only the services described in your proposal or agreement.
Additional Services: If you request services beyond what’s included, such as extra sessions, workshops, facilitation, assessments, or legal services, we’ll provide separate pricing. Additional services require your advance approval.
Modifications to Scope: Any significant change to the scope, duration, or fee structure requires written agreement by both parties. Email confirmation is acceptable.
6. Expenses
Included Costs: Your fee covers our standard internal costs (technology, communications, standard materials).
Reimbursable Expenses: We’ll arrange for direct payment or reimbursement for additional expenses incurred for your benefit, such as:
- Travel (airfare, lodging, ground transportation)
- Meeting space rental
- Third-party assessment tools
- Specialized materials purchased for your engagement
Advance Approval: Significant expenses (generally over $500) will be discussed and approved in advance.
7. Term & Termination
Initial Commitment: Your engagement has an initial commitment period specified in your agreement’s Key Terms section.
Termination by You: You may terminate at any time by written notice (email is acceptable). You’re responsible for payment for all services provided through the termination date, plus any non-refundable expenses already incurred on your behalf.
Termination by Us: We may terminate with 14 days’ written notice if circumstances make it impractical or inappropriate to continue, such as:
- Non-payment after reasonable notice
- Material breach of these terms
- Irreconcilable conflict
- Client behavior that creates an unsafe or unworkable environment
No Continuing Obligation: Unless you retain us for additional services, neither party has continuing obligations after termination.
Refunds: We don’t provide refunds for services already delivered. For engagements paid in advance, we’ll refund the pro-rated amount for services not yet delivered if you terminate.
8. Your Responsibilities
To maximize value, we ask for your cooperation with these commitments:
Engagement:
- Prioritize your development and dedicate meaningful time and attention
- Attend scheduled sessions; be present and minimize distractions
- Communicate openly and candidly
Follow-Through:
- Complete agreed actions between sessions
- Provide timely feedback about what’s working and what needs adjustment
- Let us know promptly if circumstances change
Payment:
- Pay invoices on schedule
- Communicate promptly if payment issues arise
9. Limitation of Liability
No Guarantees of Outcomes: We don’t guarantee specific results. Our role is to support your thinking, exploration, and decision-making—not to guarantee particular business, financial, organizational, or personal outcomes.
You Make Your Own Decisions: You remain fully responsible for all decisions related to your personal, professional, organizational, and financial affairs. Our guidance doesn’t substitute for your own judgment or that of your other professional advisors.
Liability Cap: To the fullest extent permitted by law, our total liability for any claims arising from this engagement is limited to the total fees you paid for this engagement.
No Consequential Damages: Neither party is liable for indirect, incidental, consequential, or punitive damages arising from this engagement.
10. What This Engagement Does NOT Include
This engagement does not provide:
- Legal advice or representation (unless separately engaged through Evans Law, PLC)
- Tax preparation or tax law advice
- Financial planning or investment advice
- Accounting or bookkeeping services
- Psychological therapy or clinical counseling
- Medical or health advice
Getting Specialized Services: If you need any of these, we can help you identify qualified professionals. For legal services, we can discuss whether to engage Evans Law, PLC under separate terms with appropriate attorney-client protections.
11. Intellectual Property
Your Materials: You retain all rights to materials, information, and work product you create or provide.
Our Materials: We retain all rights to our methodologies, frameworks, tools, assessments, and other materials we develop or license. We grant you a non-exclusive license to use materials we provide specifically for your engagement, for your internal use only. You may not sell, license, or distribute our materials to third parties.
Confidential Information: Neither party will disclose the other’s confidential information without permission, except as required by law.
12. Independent Contractor Relationship
We are an independent contractor, not your employee, agent, partner, or joint venturer. Nothing in this agreement creates an employment, partnership, or joint venture relationship.
13. Taxes
Unless expressly required by law, you agree not to withhold or pay any federal, state, or local income, payroll, or other taxes on our behalf. We’re responsible for our own business taxes. We’re not liable for any taxes you may be responsible for.
14. Testimonials & Referrals
Referrals Appreciated: If you find our work valuable, we appreciate referrals.
Testimonials: We may request permission to use a testimonial or brief quote about your experience. You’re under no obligation to provide one. We’ll always seek your approval before using your name or organization name publicly.
Your Right to Decline: You may decline to provide a testimonial or ask us to remove a previously provided testimonial at any time.
15. Dispute Resolution & Governing Law
Governing Law: This agreement is governed by the laws of the State of Arizona, without regard to conflict of law provisions.
Good-Faith Negotiation First: If a dispute arises, we agree to first attempt good-faith negotiation to resolve it.
Mediation Before Litigation: If negotiation doesn’t resolve the dispute, we agree to non-binding mediation before pursuing litigation.
Venue: Any legal action related to this agreement must be brought in state or federal courts located in Maricopa County, Arizona. Both parties consent to personal jurisdiction there.
Attorneys’ Fees: If litigation occurs, the prevailing party may recover reasonable attorneys’ fees and costs.
16. General Provisions
Entire Agreement: Your engagement agreement (including these Terms) constitutes the entire agreement and supersedes all prior discussions, proposals, or agreements, written or oral.
Amendments: This agreement may be amended only in writing signed by both parties. Email confirmation is acceptable for minor administrative adjustments (such as rescheduling or adjusting payment dates), but significant changes require explicit written agreement.
Severability: If any provision is found unenforceable, the remainder stays in effect.
Assignment: You may not assign this agreement without our prior written consent. We may assign to a successor entity or affiliate with notice to you.
Waiver: No waiver of any term is effective unless in writing. Waiver of one breach doesn’t waive future breaches.
Notices: All notices must be in writing and delivered via email to the addresses in your engagement agreement. Notices are considered delivered when sent.
Survival: Provisions that by their nature should survive termination (including confidentiality, intellectual property, limitation of liability, and dispute resolution) will survive.
17. Version Control & Updates
Your Locked-In Version: The version of these Terms attached to your signed engagement agreement governs your engagement, even if we later update the online version.
Future Updates: We may update these Terms for future clients. Updates don’t affect existing engagements unless both parties agree in writing.
Where to Find Current Version: The current version is always available at https://randalevans.com/coaching-agreement
APPENDIX: Our Purpose-First Philosophy
With each engagement, our work starts with purpose and unfolds through structured dialogue that integrates multiple dimensions of complexity: strategy, structure, relationships, and context.
This approach is grounded in research and frameworks developed over decades of hands-on work with a wide variety of organizations, families, and leadership contexts, with a consistent focus on building relationship-centered brands, structures, and organizations that actually work in practice.
This is not theory for theory’s sake. It is a practical framework, informed by years of experience and deep knowledge across overlapping disciplines, that helps you move from complexity and confusion to clarity and action—with integrity intact. In real terms, that means slowing down enough to name what truly matters, surfacing the trade-offs you are willing (and not willing) to make, and then designing next steps that are both workable and aligned with your deeper commitments.
END OF STANDARD TERMS & CONDITIONS
Document Version: 2026.1 | Effective Date: February 2, 2026
These Terms supersede all prior versions.