Live draft. Wording may be updated after attorney review. Version ACA-TOC-2026-09-22.

Terms and Conditions

Alpha Consulting Agency
Website: https://www.alphaconsultingagency.com
Effective date: September 22, 2026
Last updated: September 22, 2026
Document version: ACA-TOC-2026-09-22

PLEASE READ THESE TERMS AND CONDITIONS CAREFULLY. By accessing https://www.alphaconsultingagency.com (the “Site”), booking a consultation, checking the Terms acceptance box, or otherwise using our services (collectively, the “Services”), you (“Client,” “you,” or “your”) agree to be bound by these Terms and Conditions (the “Terms”). If you do not agree, do not use the Site or book a session.

These Terms are a protective business draft prepared for Alpha Consulting Agency / Heath Marter. They are not a substitute for advice from a licensed attorney in your jurisdiction.

1. Operator; no professional licenses for regulated advice

The Site and Services are operated by Heath Marter, doing business as Alpha Consulting Agency (“Company,” “we,” “us,” or “our”).

1.1 PROMINENT DISCLAIMER — NOT A LICENSED FINANCIAL ADVISOR

HEATH MARTER AND ALPHA CONSULTING AGENCY ARE NOT:

a licensed financial advisor, financial planner, or investment adviser (including under the U.S. Investment Advisers Act of 1940 or any state analogue);
a broker-dealer, registered representative, or commodity trading advisor;
a certified public accountant (CPA) firm, enrolled agent, or tax attorney providing tax advice as a licensed tax practice;
a law firm or attorneys providing legal advice;
a bank, credit union, insurance agency, or fiduciary with discretionary authority over your assets.

NOTHING on this Site, in any email, message, Zoom call, recording, written takeaway, template, recommendation, opinion, strategy discussion, tool walkthrough, or other communication from us constitutes financial advice, investment advice, tax advice, legal advice, accounting advice, or any other regulated professional advice.

Any discussion of business models, pricing, marketing, software tools (including AI tools such as Grok, Cursor, bots, CRMs, or similar), creative ideas, operations, or hypothetical outcomes is general educational and consulting information only, offered for informational and instructional purposes.

You must consult your own qualified, licensed professionals (including, as applicable, a licensed financial advisor / investment adviser, tax professional, and attorney) before making any financial, investment, tax, legal, or business decision, and before acting on any information obtained through the Services.

You alone are solely responsible for your decisions, actions, inactions, and results. Past examples, anecdotes, or illustrations are not guarantees of future results.

This Section 1.1 is repeated and incorporated by reference throughout these Terms, including Sections 8, 9, 10, 11, and 12. It survives termination.

2. Eligibility

You represent that you are at least 18 years old and have legal capacity to enter a binding contract. If you book on behalf of a company, you represent that you have authority to bind that company, and “you” includes that entity.

3. Description of Services

We provide paid and/or complimentary consulting and educational sessions that may include topics such as:

Done-with-you setup and coaching related to tools and workflows
Done-for-you scoped work as separately agreed
Account / operations consultation
Creative consulting regarding business ideas and plans
Related Zoom meetings, recordings (when disclosed), and written takeaways

Services are consulting and education—not regulated advisory services. We may decline, reschedule, or terminate a booking at our discretion (including if the requested work would require a license we do not hold, or if you seek investment/financial advice).

Hourly rates (e.g., $100/hour) and package terms are as stated on the Site or in a written confirmation at the time of booking and may change prospectively.

4. Booking; mandatory Terms acceptance; recordings

4.1 Booking flow

Bookings may be made through an on-site booking section, the HighLevel (LeadConnector) booking calendar or a similar third-party scheduler, email, or other methods we designate. Third-party schedulers are subject to their own terms and privacy policies.

4.2 Mandatory checkbox — condition precedent to booking

You must check the on-site checkbox stating that you have read and agree to these Terms and Conditions before completing a booking through the Site’s booking flow. The booking controls (including the embedded booking calendar, “Book” buttons, or mailto booking CTAs gated by the Site) will not proceed unless the box is checked.

When you check the box, we record your acceptance, including at least: acceptance status, Terms version (ACA-TOC-2026-09-22 or successor), and an acceptance timestamp (UTC). That record is evidence that you knowingly agreed to these Terms, including the Not a Licensed Financial Advisor disclaimer in Section 1.1.

4.3 Session recordings

Sessions may be recorded (e.g., Zoom) as disclosed on the Site. By booking, you consent to recording for your replay, our quality/training, and our records, subject to the Privacy Policy. Do not share confidential third-party information you are not authorized to disclose.

4.4 Cancellations and no-shows

Unless a more specific policy is stated at booking: (a) cancel or reschedule with as much notice as practicable; (b) late cancellations or no-shows may be charged in full or forfeit prepaid time; (c) we may cancel and offer a reschedule or refund of prepaid unused fees if we cannot perform.

5. Fees and payment

Fees are due as stated at booking. Payment processors (if used) are third parties; their terms govern card processing. Taxes may apply. Disputes over charges must be raised promptly in writing to Aisalesgenius@gmail.com. Chargebacks initiated without first contacting us may result in suspension of Services and recovery of fees, costs, and processor penalties to the fullest extent permitted by law.

6. Client responsibilities

You agree to:

Provide accurate contact and booking information
Arrive on time and prepared for sessions
Use the Services only for lawful purposes
Not rely on us as your financial advisor, attorney, or tax professional
Independently verify all information before acting
Maintain your own licenses, registrations, and compliance obligations in your business and jurisdiction
Not upload malware or attempt to disrupt the Site

7. Intellectual property

The Site, branding, text, graphics, and materials we create (excluding your pre-existing materials) are owned by us or our licensors. We grant you a limited, non-exclusive, non-transferable license to use session takeaways for your internal business use. You may not republish our materials as your own product, resell recordings, or remove notices without written permission.

You retain ownership of materials you provide. You grant us a license to use them as needed to perform the Services.

8. REPEATED FINANCIAL / PROFESSIONAL ADVICE DISCLAIMER

AGAIN: WE ARE NOT A LICENSED FINANCIAL ADVISOR.

Without limiting Section 1.1:

No fiduciary relationship is created by browsing the Site, booking, paying, or attending a session.
No communication creates an advisory, attorney-client, accountant-client, or similar privileged professional relationship for regulated advice.
We do not recommend specific securities, portfolio allocations, insurance products, or tax positions as a licensed adviser.
Any mention of income, revenue, savings, or “results” is illustrative only and not a guarantee. Individual results vary widely.
AI tools and software change rapidly; we do not warrant uninterrupted fitness of any third-party tool.
You agree to seek licensed professional advice before acting on any idea discussed.

If any statement on the Site or in a session could be interpreted as financial, investment, tax, or legal advice, you agree that such interpretation is incorrect and that the communication was general consulting information only.

9. No warranties

THE SITE AND SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, AND ACCURACY. WE DO NOT WARRANT THAT THE SERVICES WILL MEET YOUR REQUIREMENTS, ACHIEVE ANY PARTICULAR BUSINESS OR FINANCIAL OUTCOME, OR BE ERROR-FREE OR UNINTERRUPTED.

10. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW:

(a) IN NO EVENT SHALL HEATH MARTER, ALPHA CONSULTING AGENCY, OR THEIR AFFILIATES, CONTRACTORS, OR REPRESENTATIVES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES; LOST PROFITS, REVENUE, DATA, OR GOODWILL; BUSINESS INTERRUPTION; OR COST OF SUBSTITUTE SERVICES—WHETHER BASED IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, OR OTHERWISE—ARISING OUT OF OR RELATED TO THE SITE, THE SERVICES, ANY CONSULTATION, ANY ADVICE OR INFORMATION GIVEN OR ALLEGEDLY GIVEN, OR THESE TERMS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

(b) OUR TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THE SERVICES OR THESE TERMS SHALL NOT EXCEED THE GREATER OF (i) THE AMOUNTS YOU PAID US FOR THE SPECIFIC SESSION(S) GIVING RISE TO THE CLAIM DURING THE THREE (3) MONTHS PRECEDING THE CLAIM, OR (ii) ONE HUNDRED U.S. DOLLARS (US $100).

(c) THE LIMITATIONS IN THIS SECTION APPLY TO CLAIMS ALLEGING RELIANCE ON CONSULTING DISCUSSIONS, TOOL RECOMMENDATIONS, BUSINESS IDEAS, OR ANY ALLEGED FINANCIAL, INVESTMENT, TAX, OR LEGAL ADVICE—WHICH, AS STATED ABOVE, WE DO NOT PROVIDE AS A LICENSED PROFESSIONAL.

Some jurisdictions do not allow certain limitations; in those jurisdictions, our liability is limited to the fullest extent permitted.

11. Indemnification

You agree to defend, indemnify, and hold harmless Heath Marter, Alpha Consulting Agency, and their officers, contractors, and agents from and against any and all claims, demands, actions, damages, losses, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to:

Your use of the Site or Services
Your breach of these Terms
Your business decisions, investments, tax filings, contracts, or regulatory compliance
Any claim that you relied on us as a licensed financial advisor, attorney, or tax professional
Your violation of law or third-party rights
Content you provide

This indemnification obligation survives termination of the Services and these Terms.

12. Release regarding advice and outcomes

To the fullest extent permitted by law, you release and forever discharge us from any and all claims related to (a) business or financial outcomes following a consultation; (b) alleged reliance on non-licensed advice; and (c) third-party tools or platforms discussed during a session. This release does not waive liability that cannot be waived under applicable law (e.g., certain intentional misconduct).

13. Third-party services

HighLevel (LeadConnector), Zoom, Vercel, email providers, payment processors, and other tools are independent. We are not responsible for their outages, data practices, or terms. Your use of them is at your own risk and subject to their agreements.

14. Privacy

Our Privacy Policy (https://www.alphaconsultingagency.com/privacy) explains how we collect and use personal information, including Terms-acceptance timestamps. By using the Services, you also acknowledge that Policy.

15. Prohibited uses

You may not use the Services to engage in unlawful activity; solicit us to provide licensed financial/investment advice we do not offer; scrape the Site unreasonably; reverse engineer except as allowed by law; or misrepresent your identity.

16. Termination

We may suspend or terminate access to the Site or Services at any time for violation of these Terms, nonpayment, abuse, or operational reasons. Provisions that by nature should survive (including Sections 1.1, 7–12, 16–20) survive termination.

17. Dispute resolution; governing law

These Terms are governed by the laws of the State of Georgia, USA, without regard to conflict-of-law rules, except where mandatory consumer protections of your residence apply.

Informal resolution first: before filing a claim, email Aisalesgenius@gmail.com with a brief description of the dispute and allow thirty (30) days to resolve informally.

Venue: subject to the preceding sentence and applicable law, exclusive venue for disputes shall be the state or federal courts located in Georgia, and you consent to personal jurisdiction there—unless a mandatory law requires otherwise.

Class action waiver (where permitted): you and we agree to bring claims only in an individual capacity, not as a class or representative proceeding, to the fullest extent permitted by law.

Jury trial waiver (where permitted): each party waives any right to a jury trial to the fullest extent permitted by law.

Nothing in this Section limits either party’s right to seek temporary injunctive relief for IP misuse or confidentiality breaches.

18. Changes to the Terms

We may update these Terms by posting a new version on the Site with a revised effective date and version id. For material changes, we may also require re-acceptance via the booking checkbox. Continued use after the effective date constitutes acceptance where permitted. The version id recorded with your checkbox acceptance controls for that booking.

19. Severability; entire agreement; assignment

If any provision is held unenforceable, it will be modified to the minimum extent necessary, and the remainder will continue in effect. These Terms, together with the Privacy Policy and any written booking confirmation, are the entire agreement regarding the Site and Services and supersede prior conflicting discussions. You may not assign these Terms without our consent; we may assign them in connection with a reorganization or sale. Failure to enforce a provision is not a waiver.

20. Contact

Alpha Consulting Agency / Heath Marter
Email: Aisalesgenius@gmail.com
Web: https://www.alphaconsultingagency.com

ACKNOWLEDGEMENT (booking checkbox language)

By checking the box on the booking flow, you acknowledge that:

“I have read and agree to the Terms and Conditions, including that Heath Marter / Alpha Consulting Agency is not a licensed financial advisor and that nothing on the Site or in any consultation is financial, investment, tax, or legal advice. I will consult my own licensed professionals before acting. I understand my acceptance is recorded with a timestamp.”