Congratulations on your decision to join the Catalyst Program by Charfen™. Our goal through this program is to take your business and life to the next level of success. On behalf of our entire team, we want to welcome you. Our commitment is to provide incredible content and support. The Catalyst membership is a 12 month (one year) commitment that will begin on the initial payment date. Please read all of the terms and conditions in this document. If you have any questions or need clarification, please reach out before purchasing the Catalyst program by Charfen™.   

Single Membership or Dual Membership: The single membership is intended for one person, the entrepreneur/CEO. The dual membership is intended for two people, the entrepreneur and designated EA/Operator or Partner.

Charfen Summit: Attend our Cadence Implementation day and the Charfen Summit day 1 in Austin, TX, for both program members. They usually occur three times a year, and you can attend them all with your membership. There is an additional charge if you would like to bring another member of your team who is not in the program.

  

Individual Strategic Direction Discovery Process: Through this process, you will create the foundational documents that you will use to run and grow your company. These will give you a clear view of your organization and where you have opportunities. 

Individual Strategic Direction Call: Once you have completed the Strategic Direction Discovery process, our coaches will work with you to customize your strategic plan and make it specific for your business.

Onboarding call: Directly after joining our program, you will be on an onboarding call, explaining everything you have available to you in detail. This brief call will show you how to access help, resources, and the content to get you started.

Daily Support Calls: Our goal is to ensure you will not get stuck at any point in this program. We want to make sure you get your questions answered fast so that you can maintain and create even more momentum. If you question any aspect of this program or the application of our content, jump on one of the daily support calls to get an answer quickly. 

Platform Forums: Get support, ask questions, and share achievements in our learning platform forums. We have a highly engaged community that is here to support each other and create momentum. 

Downloadable Resources: The concepts, exercises, and analysis tools you will use to grow your business are all documented in our platform with downloadable resources that you can use for clarity and momentum.   

Membership Site: The dedicated membership site is your hub for everything from in-depth training to foundational documentation, including CHARFEN Cadence support, a resource library, and replays of all group calls. This membership also includes exclusive Operator Training.

For the first 30-days of the Agreement, the Customer has the option to terminate the Agreement and receive a full refund of payments received by notifying us in writing of their cancellation. We are devoted to your success and expect a good-faith effort from all Customers to be eligible for a full refund.

   - Onboarding call: must attend an onboarding call with one of our coaches.

   - The Customer must have the following items completed, according to their instructions and moved into Customer’s shared folder in google drive:

     - Two week Time Study

     - Personal Net Worth

     - Foundational Stability Checklist

     - Minimum Monthly Spend

If these items are not completed, the Customer will not receive a refund if requested within their first 30-days but may leave the program. After the first 30-days have passed, the Customer agrees to the full financial responsibility of the remainder of their 12-month Agreement and shall not be eligible to cancel the Agreement or receive a refund. Additionally, if a Customer or member of their team attends a Charfen event within their first 30-days and also decides they want to leave the program, they will not be refunded.

After the 12-month commitment has ended, this Agreement will convert and renew as a month-to-month agreement for services subject to all the same terms and conditions herein unless the Customer provides a 30-day written notice in advance to cancel the renewal before the end of the 12-month commitment. 

Once the Agreement renews and converts to our month-to-month service model, the Customer can cancel the service at any time by providing 30 days written notice of their intention to cancel to support@charfen.com. 

Media Release: 

Customer acknowledges that Service Provider will at times videotape, photograph, and otherwise reproduce via analog or digital means (collectively, “Record”) your image, likeness and voice, and Customer agrees that Service Provider has the right to transfer and assign all rights associated with any such recording, including without limitation the right of publicity. You agree that Service Provider and any assignee may use any recording in any written material, artwork, image, video, or website to advertise Service Provider and its Services or its assignee’s business, without advance notice of the recording, and without the right to compensation or accreditation.

Intellectual Property and Work Product: 

THIS AGREEMENT IS NOT A WORK-FOR-HIRE AGREEMENT. All Works, ideas, inventions, discoveries, improvements, patents, copyrights, derivative works, trademarks, service marks, trade secrets (including all software, code, videos, written materials, models, marketing techniques and practices, illustrations and designs), and the like (collectively, “Intellectual Property”), which are developed, conceived, created, discovered, learned, produced and otherwise generated by Service Provider under this Agreement shall be the sole and exclusive property of Service Provider and it shall own all right, title and interest to the same, however, the Intellectual Property shall be subject to a worldwide, non-exclusive license to Customer for its use only as intended under this Agreement where applicable. As a member of our Catalyst program, Customer acknowledges that the content of the Services, including without limitation the materials and information provided to Customer as education, is confidential and proprietary to Service Provider; accordingly, Client agrees that it shall not teach as their content or sell, materials, or information acquired or learned from Provider. Customer acknowledges that teaching the content to anyone other than their company employees, or representing the content as their work would cause substantial and irreparable injury to the Service Provider, and that Provider is entitled to obtain a temporary, preliminary, or permanent injunction from any court of competent jurisdiction, as necessary to prevent such injury.

 

As used in this Agreement, “Trade Secrets” means (1) any information that constitutes a trade secret under Texas law, and (2) any information relating to Service Provider’s business, including its website(s) and marketing efforts and sales, that is generally not known by non-company personnel, including (i) methods, techniques, formats, specifications, procedures, sales, and marketing techniques and knowledge of and experience in the development and operation of Service Provider and its website(s); and (ii) Service Provider’s strategic plans and concepts for the development, operation, or expansion of its products and services. The term “Trade Secrets” includes improvements in all of the foregoing as made, developed, or invented from time to time. Upon execution of this Agreement and during the term of engagement, Service Provider will have to disclose and may have already disclosed to Customer certain Confidential Information. The Confidential Information is not generally known to others and could have economic value if disclosed to others and used by the Customer, directly or indirectly. In consideration of the promises made in this Agreement and in consideration of Customer’s access to Confidential Information, Customer shall keep secret and confidential, and shall not use, except as necessary to perform its contemplated services herein, the Confidential Information. As used in this Agreement, “Confidential Information” means knowledge and other information concerning the operation, business, products, projections, market goals, financial affairs, Intellectual Property and Trade Secrets of Service Provider or such information relating to its website(s), or other information that is not known to the general public. Without limiting the foregoing, Confidential Information also includes all data (including contact information) about the service Provider’s contracted employees, freelancers, customers, vendors, third-party affiliates, and other similar parties. Customer agrees to maintain all such Confidential Information, both orally and in writing, in confidence and agrees not to disclose, use or otherwise make available such Confidential Information to any third party without the prior written consent of Service Provider. 

Customer understands that it is responsible for its Employees and Agents that partake of the program and agrees to indemnify, defend, and hold harmless Service Provider, along with its affiliates and their respective officers, directors, employees, and agents, against all damages, claims, liabilities, losses, and other expenses, including without limitation attorneys’ fees and related costs, whether or not a lawsuit or other proceeding is filed, in any way arising out of: (1) Customer’s, or any of its agent’s or employee’s breach hereof, negligence, violation of confidentiality, infringement of intellectual property or trade secret rights or willful misconduct; (2) Customer’s, or any of its agent’s or Employee’s, violation of any applicable law, ordinance, rule, or regulation; or (3) any provision of inaccurate, erroneous, or incomplete information by or on behalf of Customer hereunder. The Customer shall also cooperate in all reasonable respects with Service Provider, its insurance company, and its legal counsel in its defense of such claim at Customer’s sole expense. The Customer may not settle any potential suit hereunder without Service Provider’s prior written approval, not to be unreasonably withheld, conditioned, or delayed. If Customer fails to indemnify and defend a covered claim promptly, Service Provider shall have the right to defend itself, and in such case, Customer shall promptly reimburse Service Provider for all of its associated costs and expenses.

I accept the list above as a complete list of items that I have purchased, and I authorize CHARFEN Holdings, LLC to charge my credit/debit card for the amount agreed upon each month until the Agreement is canceled as set forth in this Agreement. I acknowledge and agree that this Client Agreement is subject to the Terms and Conditions in this Agreement. I accept that my success depends on my actions and that I am responsible for completing assignments and attending my training sessions at the times they are scheduled.