CONSULTANCY TERMS & CONDITIONS
Robert M Edwards
Email: mail@robertmedwards.com
1. Parties
These Terms and Conditions (“Terms”) apply to and form part of any Proposal or Quotation issued by Robert M Edwards (“Consultant”).
The agreement is made between the Consultant and the individual or entity identified as the client in the applicable Proposal or Quotation (“Client”).
2. Basis of Agreement
2.1 These Terms apply to all services provided by the Consultant.
2.2 By accepting a Proposal (including by electronic signature, written confirmation, or payment), the Client agrees to be bound by these Terms.
2.3 In the event of any conflict between these Terms and the Proposal, the Proposal shall take precedence.
3. Services
3.1 The Consultant shall provide services as outlined in the accepted Proposal, which may include (but are not limited to):
- Customer Experience (CX) Health Checks
- Smart Automation consultancy
- Advisory, reporting, and strategic recommendations
3.2 All services are provided on a consultancy and advisory basis.
3.3 The Consultant does not guarantee specific commercial outcomes or results.
4. Fees & Payment Terms
4.1 Fees are as set out in the Proposal.
4.2 Payment is due in full upon acceptance of the Proposal, unless otherwise agreed in writing by the Consultant.
4.3 Work will not commence until payment has been received.
4.4 All fees are non-refundable unless otherwise agreed in writing.
5. Client Responsibilities
The Client agrees to:
- Provide accurate and complete information
- Respond to requests in a timely manner
- Provide access to relevant systems, tools, and stakeholders where required
The Consultant shall not be liable for delays or limitations caused by the Client’s failure to meet these responsibilities.
6. Advisory Basis & Implementation
6.1 The Consultant provides recommendations, insights, and guidance only.
6.2 The Client retains full responsibility for:
- Implementation of any recommendations
- Operational decisions
- Commercial outcomes
6.3 The Consultant shall not be responsible for any outcomes resulting from implementation or non-implementation of advice.
7. Deliverables
7.1 Deliverables will be outlined in the Proposal and may include reports, audits, frameworks, or recommendations.
7.2 Deliverables are provided for the Client’s internal business use only.
7.3 The Client may not resell, distribute, or commercially exploit deliverables without prior written consent.
8. Software & Third-Party Providers
8.1 The Consultant may recommend software, tools, platforms, or third-party service providers.
8.2 Any such recommendation is made in good faith based on professional judgement.
8.3 The Consultant is not a reseller, provider, or operator of any third-party software or services.
8.4 Any agreement, subscription, billing relationship, or contractual arrangement entered into with a third-party provider is solely between the Client and that provider.
8.5 The Consultant accepts no liability for:
- Performance or failure of third-party tools
- Service outages, data loss, or security issues
- Changes in pricing, functionality, or availability
9. Confidentiality
9.1 Both parties agree to keep confidential any non-public, commercially sensitive information shared during the engagement.
9.2 This obligation shall survive termination of the agreement.
10. Intellectual Property
10.1 All intellectual property in materials created by the Consultant remains the property of the Consultant until full payment is received.
10.2 Upon full payment, the Client is granted a non-exclusive, non-transferable licence to use the deliverables internally.
10.3 The Consultant retains the right to reuse general frameworks, methodologies, and know-how.
11. Retained / Fractional Services
11.1 Where services are provided on a retained or fractional basis, details will be set out in the Proposal.
11.2 Unless otherwise stated:
- Services are provided on a monthly basis
- Either party may terminate with 30 days’ written notice
11.3 Unused time or services within a period do not roll over unless explicitly agreed.
12. Limitation of Liability
12.1 The Consultant’s total liability under this agreement shall not exceed the total fees paid by the Client.
12.2 The Consultant shall not be liable for:
- Indirect or consequential losses
- Loss of profit, revenue, or business opportunity
13. Termination
13.1 This agreement commences upon acceptance of the Proposal and continues until completion of the services.
13.2 Either party may terminate the agreement in writing.
13.3 No refunds will be provided for work already completed or time already allocated.
14. Force Majeure
The Consultant shall not be liable for any failure or delay in performance due to events outside reasonable control.
15. Governing Law
This Agreement shall be governed by and construed in accordance with the laws of England and Wales.
16. Contact
All correspondence should be directed to: