Terms & Conditions

Last Updated: 09/04/2026

These Terms & Conditions ("Terms") govern your access to and use of the services provided by Convert & Flow with Kath, doing business as Convert & Flow With Kath ("we," "us," "our," or "Service Provider").

By purchasing, booking, approving a proposal for, or otherwise engaging our services, you ("Client," "you," or "your") agree to these Terms.

If you do not agree to these Terms, you should not purchase or engage our services.


1. About Our Services

Convert & Flow with Kath provides business strategy, funnel development, customer journey design, systems implementation, automation, CRM configuration, and related services under Scale Through Systems.

The exact services, deliverables, timeline, fees, and requirements for each project will be determined by the applicable proposal, statement of work, invoice, order form, or written agreement ("Project Agreement").

These Terms apply to all services unless a separate written agreement expressly states otherwise.

If there is a conflict between these Terms and a signed Project Agreement, the specific terms of the Project Agreement will control for that project.


2. No Guarantee of Business Results

Our services are designed to improve the structure, efficiency, customer journey, conversion process, or operational systems of your business.

However, we do not guarantee:

A specific number of leads

A specific number of clients

A specific conversion rate

Increased revenue

Increased profit

Return on investment

Advertising performance

Sales performance

Appointment volume

Customer retention

Any particular business outcome

Business results depend on numerous factors outside our control, including your offer, pricing, market, demand, traffic, advertising, sales ability, reputation, competition, customer behavior, economic conditions, and execution.

Our responsibility is to provide the agreed professional services and deliverables with reasonable care and skill.

No statement made by us should be interpreted as a guarantee of future business performance unless expressly stated in a written Project Agreement.


3. Scope of Work

We will provide only the services and deliverables specifically included in the applicable Project Agreement.

Unless expressly included, the following are not automatically part of a project:

Copywriting beyond the agreed scope

Branding or logo design

Graphic design outside agreed funnel assets

Paid advertising management

Advertising spend

Social media management

Lead generation

Sales closing

Sales team management

Customer service

Legal or compliance review

Financial or tax advice

Medical or professional advice

Regulatory approval

Custom software development

Third-party subscription fees

Third-party software licenses

Hosting fees

Domain fees

Payment processing fees

If you request additional work outside the agreed scope, we may provide a separate quote or change order.


4. Customized Implementation

Where a service is described as customized, the final implementation will be based on our assessment of your business, stated objectives, available resources, existing systems, and agreed scope.

We reserve the right to recommend a different implementation approach if, in our professional judgment, the requested approach is unlikely to be appropriate for the stated objective.

The Client remains responsible for approving the final strategy, content, configuration, and implementation decisions.


5. Client Responsibilities

Successful implementation requires reasonable cooperation from the Client.

You agree to:

Provide accurate and complete information

Provide requested assets and materials in a timely manner

Provide access to required accounts and platforms

Provide accurate business information

Review and approve deliverables within a reasonable period

Provide necessary feedback

Maintain active subscriptions to required third-party platforms

Ensure that you have the right to provide all materials, content, images, trademarks, customer information, and other assets supplied to us

Maintain appropriate backups of your own business data

Notify us of relevant technical or business changes

Complete tasks assigned to you within agreed timelines

We are not responsible for delays, errors, or additional work caused by incomplete, inaccurate, outdated, or delayed information supplied by the Client.


6. Client Content and Materials

You retain ownership of content, materials, trademarks, logos, customer data, and other intellectual property that you provide to us ("Client Materials").

You represent and warrant that you have the necessary rights, permissions, licenses, and authority to provide and use those materials.

You grant us permission to use Client Materials solely to perform the agreed services.

You are responsible for ensuring that Client Materials do not infringe the intellectual property, privacy, publicity, or other rights of third parties.


7. Third-Party Platforms and Services

Our services may involve third-party platforms, including CRM systems, email platforms, website builders, scheduling tools, payment processors, analytics platforms, advertising platforms, hosting providers, and other software.

We do not own or control these third-party platforms.

We are not responsible for:

Platform outages

Platform changes

Feature removals

API changes

Account suspensions

Account restrictions

Security incidents occurring within a third-party platform

Third-party pricing changes

Third-party terms or policies

Loss of functionality caused by third-party changes

Third-party data loss

Third-party service interruptions

Where a third-party platform changes after implementation, additional work required to modify or restore the system may be treated as new work and may incur additional fees.


8. Client Accounts and Access

Where we require access to your systems, you authorize us to access those systems solely for purposes related to the agreed services.

You are responsible for:

Maintaining ownership of your accounts

Maintaining active subscriptions

Providing appropriate permissions

Removing access when no longer required

Maintaining your own credentials and account security

Where possible, access should be provided through appropriate user permissions or account invitation systems.


9. Data and Privacy

Each party agrees to comply with applicable privacy and data protection laws.

Where we process personal information on your behalf, the parties may need to enter into additional data-processing terms depending on the nature of the processing and applicable law.

You remain responsible for ensuring that your collection and use of customer or prospect information is lawful and that your forms, marketing activities, communications, offers, and business practices comply with applicable privacy and consumer-protection requirements.

We are not responsible for determining whether your business practices comply with laws applicable to your industry or jurisdiction unless legal or compliance services are expressly included in the Project Agreement.

Our Privacy Notice applies to personal information that we collect and process directly through our own business activities.


10. Client Compliance Responsibilities

You are responsible for ensuring that your business, products, services, claims, advertising, content, communications, and customer practices comply with applicable laws and regulations.

This includes, where applicable:

Advertising laws

Consumer-protection laws

Privacy laws

Email marketing requirements

SMS marketing requirements

Industry-specific regulations

Intellectual-property laws

Licensing requirements

Tax requirements

We may identify potential concerns that come to our attention, but we do not provide legal or regulatory advice unless expressly agreed in writing.

You should obtain appropriate professional advice when necessary.


11. Payment Terms

Fees, payment schedules, deposits, installment arrangements, and payment deadlines will be specified in the applicable proposal, invoice, checkout page, or Project Agreement.

Unless otherwise agreed in writing:

Payment is required according to the stated payment schedule.

Deposits or initial payments may be non-refundable once work has commenced.

Work may be paused if an invoice becomes overdue.

We may withhold delivery of unfinished work while payment remains outstanding.

Additional costs caused by payment failures, chargebacks, or collection activity may be charged to the Client where permitted by law.


12. Refunds

Because our services involve customized professional work and implementation, refunds are not automatically available once work has commenced.

If a refund policy applies to a particular service, it will be stated in the applicable Project Agreement, offer terms, or checkout page.

Where no specific refund policy applies, fees for work already performed, completed deliverables, third-party costs, and non-refundable expenses are not automatically refundable.

Nothing in this section is intended to exclude any refund or consumer rights that cannot lawfully be excluded under applicable law.


13. Chargebacks

Before initiating a chargeback or payment dispute, you agree to contact us and provide a reasonable opportunity to resolve the issue.

A chargeback does not automatically cancel your contractual payment obligations.

If a chargeback is initiated without a legitimate basis, we reserve the right to provide the payment processor or financial institution with relevant documentation demonstrating the services agreed upon, payments made, communications, deliverables, and other relevant records.


14. Project Timelines

Estimated project timelines are based on:

Timely Client communication

Timely delivery of assets

Timely approvals

Availability of third-party platforms

Technical complexity

Agreed project scope

A project timeline may change if the Client delays approvals, provides incomplete materials, requests additional work, changes requirements, or if third-party systems cause delays.

We will make reasonable efforts to communicate significant timeline changes.


15. Revisions and Change Requests

The number and type of revisions included in a project will be determined by the applicable Project Agreement.

Requests that materially change the agreed scope, strategy, functionality, structure, design, or deliverables may be treated as additional work.

Additional work may require:

A separate fee

A revised timeline

A written change order

Additional third-party costs

We are not required to begin additional work until the applicable additional fee and scope have been approved.


16. Client Delays and Project Inactivity

If we are waiting for information, access, approvals, assets, or decisions from you, the project timeline may be paused.

If a project remains inactive for an extended period because of Client inaction, we may consider the project paused or completed to the extent of work performed.

Restarting a paused project may require a new timeline and, where appropriate, an additional restart or rescheduling fee.


17. Acceptance of Deliverables

The Client is responsible for reviewing deliverables and notifying us of any material issue within a reasonable period after delivery.

If the Client approves a deliverable, launches it, uses it publicly, or does not raise a material issue within the agreed review period, the deliverable may be considered accepted.

Acceptance does not prevent the Client from raising legitimate defects that were not reasonably discoverable during the review period.


18. Launch and Support

Where a project includes post-launch support, that support is limited to the scope and duration stated in the applicable Project Agreement.

Support is intended to address issues with the implementation delivered by us.

It does not automatically include:

New features

New pages

New funnels

New campaigns

New integrations

Changes to business strategy

Third-party platform changes

Client-requested redesigns

New functionality outside the original scope

Additional requests may be quoted separately.


19. Intellectual Property

Unless otherwise agreed in writing:

Client Materials

The Client retains ownership of materials supplied by the Client.

Custom Deliverables

Upon full payment of all applicable fees, the Client receives the rights to use the final custom deliverables created specifically for the Client under the applicable Project Agreement, subject to any third-party materials, licenses, templates, software, or components incorporated into the deliverables.

Pre-Existing Materials

We retain ownership of our pre-existing intellectual property, including:

Frameworks

Processes

Methodologies

Templates

Systems

SOPs

Checklists

Scripts

Strategy frameworks

Design systems

Automation structures

Know-how

Reusable components

Payment for a project does not transfer ownership of our underlying methodologies or intellectual property.

Third-Party Materials

Third-party software, templates, fonts, images, plugins, integrations, and other licensed materials remain subject to their respective licenses and terms.


20. Our Right to Reuse General Knowledge and Methods

Nothing in these Terms prevents us from using general knowledge, skills, experience, concepts, techniques, workflows, methodologies, or know-how developed or learned while providing services, provided that we do not disclose your confidential information or proprietary materials.


21. Confidentiality

Each party agrees to keep confidential information received from the other party confidential and to use it only for purposes related to the business relationship.

Confidential information does not include information that:

Is publicly available through no breach of these Terms

Was already lawfully known

Is independently developed without use of confidential information

Is lawfully received from a third party without confidentiality restrictions

Must be disclosed by law, court order, or government authority

These confidentiality obligations survive termination of the business relationship for as long as the information remains confidential.


22. Portfolio and Marketing Rights

Unless otherwise agreed in writing, we may identify completed work as part of our professional portfolio and may display screenshots, descriptions, or non-confidential portions of completed work for portfolio, case-study, educational, or marketing purposes.

We will not intentionally disclose confidential business information, private customer information, passwords, financial information, or other sensitive information as part of portfolio use.

If you require the project to remain completely confidential, that requirement should be agreed in writing before the project begins.


23. No Professional Advice

Our services are business strategy, systems, funnel, implementation, and related services.

Unless expressly agreed otherwise, we do not provide:

Legal advice

Tax advice

Accounting advice

Investment advice

Financial advice

Medical advice

Mental health advice

Regulatory advice

You are responsible for obtaining appropriate professional advice where necessary.


24. Limitation of Liability

To the maximum extent permitted by applicable law, Convert & Flow with Kath will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for loss of profits, revenue, goodwill, business opportunities, anticipated savings, data, or business interruption arising from or related to the services.

To the maximum extent permitted by applicable law, our total aggregate liability arising from or related to a specific project will not exceed the total amount actually paid to us by the Client for that project during the six (6) months immediately preceding the event giving rise to the claim.

This limitation does not apply to liability that cannot legally be limited or excluded under applicable law.


25. No Responsibility for Business Decisions

You remain responsible for decisions made based on our recommendations, strategy, systems, or deliverables.

Our recommendations are provided based on the information available to us at the time.

We do not guarantee that a particular recommendation will produce a specific financial or business result.


26. Indemnification

To the maximum extent permitted by applicable law, you agree to indemnify and hold harmless Convert & Flow with Kath, its owner, contractors, and representatives from claims, losses, liabilities, damages, costs, and reasonable expenses arising from:

Client Materials

Client's products or services

Client's business practices

Client's violation of applicable laws

Client's violation of third-party rights

Client's misuse of the deliverables

Client's breach of these Terms

This obligation does not apply to the extent that the claim results from our own gross negligence, willful misconduct, or other liability that cannot legally be shifted to the Client.


27. Termination

Either party may terminate a project according to the terms of the applicable Project Agreement.

We may suspend or terminate services if:

Payment is materially overdue

The Client repeatedly fails to provide required information or access

The Client requests unlawful or unethical activity

The Client engages in abusive, threatening, discriminatory, or harassing conduct

Continuing the relationship creates unreasonable legal, security, or reputational risk

The Client materially breaches these Terms and fails to remedy the breach within a reasonable period after notice

Termination does not automatically eliminate payment obligations for work already performed or approved expenses already incurred.


28. Effect of Termination

Upon termination:

Work may stop immediately or on the effective termination date.

Fees for completed work remain payable.

Non-refundable third-party costs remain payable.

Any outstanding approved invoices remain due.

Access to Client systems may be removed.

Deliverables may be withheld until outstanding amounts are paid, to the extent permitted by law.

Provisions intended to survive termination will remain effective.


29. Force Majeure

Neither party will be responsible for delays or failure to perform caused by circumstances beyond reasonable control, including natural disasters, widespread internet or telecommunications failures, government actions, war, civil unrest, pandemics, cyberattacks, major platform outages, or other extraordinary events.

The affected party will make reasonable efforts to resume performance as soon as practical.


30. Electronic Communications and Signatures

You agree that electronic communications, electronic approvals, electronic signatures, online checkouts, and digital acceptance may constitute valid evidence of your agreement to these Terms and the applicable Project Agreement, to the extent permitted by applicable law.


31. International Clients

We may provide services to clients located outside the Philippines.

If you are located outside the Philippines, you are responsible for determining whether our services are appropriate for your jurisdiction and whether your use of the services complies with applicable local laws.

Nothing in these Terms is intended to remove mandatory rights or protections that cannot lawfully be excluded in your jurisdiction.

Where applicable law provides a mandatory consumer or contractual protection that conflicts with these Terms, that mandatory protection will apply to the extent required by law.


32. Governing Law

Unless otherwise required by mandatory law applicable to the Client, these Terms and the relationship between the parties will be governed by the laws of the Republic of the Philippines, without regard to conflict-of-law principles.

The parties will first attempt in good faith to resolve disputes through direct communication.

Where a dispute cannot be resolved informally, the parties agree to submit the matter to the appropriate courts or dispute-resolution forum with lawful jurisdiction, subject to any mandatory rights or jurisdictional requirements applicable to the Client.


33. Severability

If any provision of these Terms is found to be invalid, unlawful, or unenforceable, that provision will be modified or limited to the minimum extent necessary to make it enforceable, and the remaining provisions will continue in effect.


34. No Waiver

Failure to enforce any provision of these Terms does not constitute a waiver of our right to enforce that provision later.


35. Entire Agreement

These Terms, together with the applicable proposal, statement of work, invoice, order form, and other written agreements incorporated into the project, constitute the agreement between the parties regarding the applicable services.

Any amendment or modification must be made in writing or through an electronic process that clearly demonstrates agreement by both parties.


36. Changes to These Terms

We may update these Terms from time to time to reflect changes to our business, services, technology, or legal requirements.

The version applicable to a particular project will generally be the version accepted by the Client when the project is purchased or otherwise agreed upon, unless the parties subsequently agree in writing to updated terms.


37. Contact Information

For questions regarding these Terms, please contact:

Convert & Flow With Kath

Email: [email protected]


Client Acknowledgment

By purchasing our services, approving a proposal, signing a Project Agreement, submitting payment, or otherwise proceeding with a project, you acknowledge that:

You have read and understood these Terms.

You agree to be bound by these Terms.

You understand that business results are not guaranteed.

You understand your responsibilities as a Client.

You understand that third-party platforms are outside our control.

You understand that additional work outside the agreed scope may incur additional fees.

You understand that payment obligations apply to work performed and agreed expenses.

You understand that our methodologies, frameworks, templates, and underlying intellectual property remain ours unless expressly transferred in writing.

Convert & Flow With Kath