Terms & Conditions
Updated: January 29, 2026
We believe sustainable leadership is built through clarity, integrity, and well-defined expectations. These Terms & Conditions are designed to support a transparent, respectful, and aligned experience for those who engage with our work.
Whether you are exploring our services, booking a conversation, or participating in a program, these Terms outline how we work together and the standards that guide our engagements. They exist to create a shared understanding, so the focus can remain on meaningful, impactful work.
These Terms & Conditions (“Terms”) outline how we work and apply to interactions with The Corporate Transformation Agency, LLC (“the Company,” “we,” “us,” or “our”), including inquiries, bookings, participation in services, and use of our platforms and communications.
By booking a call, submitting information, participating in services, or otherwise engaging with the Company, you acknowledge that you have read, understood, and agree to these Terms.
About These Terms
These Terms provide a general framework for engaging with the Company and apply to all current and future services offered by the Company, including but not limited to leadership coaching, consulting, training workshops, advisory services, group programs, and community participation.
Specific details related to services, deliverables, timelines, offer pricing, and responsibilities are governed by separate written agreements where applicable. In the event of a conflict, the terms of a signed agreement will take precedence.
Definition of Services
For the purposes of these Terms, “Services” means any coaching, mentoring, consulting, advisory, training, facilitation, speaking, or related offerings provided by the Company, whether delivered individually or in groups, virtually or in person.
Ethics & Professional Standards
The Company is committed to operating with integrity, transparency, and professional responsibility across all engagements.
We represent our qualifications, certifications, experience, and scope of practice accurately and do not misrepresent credentials, expertise, or the nature of our services. Our work is grounded in evidence-informed leadership development, professional coaching practices, and organizational strategy, delivered within clearly defined and ethical boundaries.
We maintain clear professional boundaries, disclose potential conflicts of interest where relevant, and avoid relationships or arrangements that could impair objectivity, judgment, or trust. Where coaching services are provided, they are delivered in alignment with recognized professional coaching standards.
We are committed to ongoing reflection and quality in our work and reserve the right to pause, decline, or end engagements where expectations, scope, or conduct are misaligned with our professional standards or values.
Where applicable, coaching services are delivered by practitioners who adhere to internationally recognized professional coaching standards. The Company aligns its coaching practices with the International Coaching Federation (ICF) Code of Ethics (effective April 1, 2025, as amended), which sets expectations for ethical conduct, professional integrity, confidentiality, and accountability within the coaching profession. A copy of the Code is available at: The ICF Code of Ethics.
Nature of Services
The Company provides leadership development, coaching, consulting, training, and advisory services designed to support clarity, capacity, and sustainable leadership growth in professional contexts. Our work is educational and developmental in nature, grounded in strategic insight, reflection, and practical application.
The Company does not provide therapy services, medical advice, legal advice, or mental health treatment. Participation in services is not a substitute for professional medical, psychological, legal, or financial services, and offerings are not designed to address clinical mental health needs.
Communication & Contact
By submitting your contact information through our website, booking forms, intake forms, or other systems, you consent to receive communications from the Company related to your inquiry, booking, participation, or engagement.
These communications may include:
Scheduling confirmations and reminders
Program or service-related updates
Administrative or service-related updates
Information relevant to your engagement
Communications are primarily delivered via email. Other communication methods may be used where appropriate and in accordance with applicable consent requirements.
You may opt out of non-essential communications at any time by following the instructions provided in the communication or by contacting us directly at info@shaunamoran.com. Essential administrative or transactional communications may still be sent where necessary to deliver services.
SMS Messaging Terms
Where SMS communications are offered, messages are sent only to individuals who have voluntarily provided their phone number and explicitly opted in via a booking form or related system. Message frequency varies based on your inquiry, booking activity, or service participation. Messages may include appointment confirmations, reminders, scheduling updates, or other service-related communications.
You may cancel SMS communications at any time by replying “STOP” to the number from which the message was sent. After you send “STOP,” you will receive a confirmation message and will no longer receive SMS messages unless you opt in again.
If you experience issues with SMS communications, please contact us directly at info@shaunamoran.com.
Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.
For information about how personal data is handled, please refer to our Privacy Policy: https://www.shaunamoran.com/privacy-policy.
Fees, Currency & Payment Methods
Where services are engaged, all fees are billed in United States Dollars (USD) unless otherwise agreed in writing.
Standard payment methods and applicable administrative fees are as follows:
Electronic Funds Transfer (EFT) is the standard payment method.
Credit card payments, if requested, are subject to a 2.9% administrative processing fee per invoice.
Wire and ACH payments may be subject to a $20 USD administrative processing fee per invoice.
Returned or failed payments due to insufficient funds (NSF) may result in a $45 USD fee.
Clients are responsible for ensuring that the full invoiced amount is received by the Company. Any bank, intermediary, or processing fees deducted by financial institutions during payment transfer are the responsibility of the Client and do not reduce the amount owed.
Late Payments & Service Continuity
To maintain service continuity and operational integrity, the Company maintains clear payment expectations as outlined below.
Where applicable and unless otherwise agreed in writing, delayed payment of an initial invoice may delay the start of an engagement. In such cases, onboarding or commencement of services may be postponed. At the Company’s discretion, a 2% monthly late fee (or the maximum permitted by law) may be applied.
A seven (7) day grace period generally applies to subsequent payments. After this period, a 2% monthly late fee (or the maximum permitted by law) may be added to the outstanding balance.
Fees overdue and outstanding for more than thirty (30) days may be charged the greater of:
(a) interest at a rate of three percent (3%) per month, calculated daily, or
(b) a fixed administrative fee of twenty-five dollars ($25).
Without limiting any other remedy available at law or equity, the Company reserves the right, at its sole discretion, to:
suspend services until all outstanding amounts are paid in full; and/or
terminate services or agreements upon written notice.
The Company may also suspend or terminate access to services, programs, or communities for non-payment, boundary violations, or conduct that undermines the integrity of the engagement. Outstanding payment obligations survive termination.
Delays or interruptions in payment caused by events outside a Client’s reasonable control (including banking disruptions, system outages, or emergencies) will be considered in good faith. Any accommodations remain at the Company’s discretion and do not waive the Company’s rights under these Terms or any applicable agreement.
Scheduling & Attendance
Scheduling expectations and rescheduling limits may vary by service type and are outlined in individual agreements. Unless otherwise agreed, the Company requires a minimum of five (5) business days’ notice to reschedule any one-to-one (1:1) sessions.
A minimum of thirty (30) days’ notice is required to reschedule any workshops, group training, or speaking engagements.
Failure to provide appropriate notice may result in the session being considered delivered and non-reschedulable. The Company may also, at its discretion, apply a $500 USD administrative fee.
The Company may, at its discretion, consider requests for accommodation due to unexpected situations, while maintaining the integrity and value of the engagement.
Force Majeure / Events Outside Control
The Company shall not be liable for delays, rescheduling, or interruption of services resulting from events beyond its reasonable control, including but not limited to illness, emergencies, travel disruption, technology or platform failures, natural disasters, or government actions.
In such circumstances, the Company may reschedule or adjust service delivery as appropriate. Any remedies or adjustments are discretionary and governed by applicable written agreements where in place.
Confidentiality & Group Participation
Some services include participation in facilitated group sessions or community spaces where sensitive or personal information may be shared.
Participants are expected to:
Treat all group discussions with the utmost respect
Maintain the confidentiality of discussions
Refrain from sharing or reproducing information shared by others without consent
This obligation survives the termination or expiration of your engagement with the Company.
Privacy & Personal Information
The Company respects the privacy of individuals who engage with our work and is committed to handling personal information responsibly.
Please refer to our Privacy Policy for full details on how personal information is collected, used, stored, and safeguarded in connection with our services, communications, and digital platforms.
Personal information is used solely for purposes related to communication, service delivery, and operational administration, and is handled in accordance with applicable privacy and data protection laws.
Access to personal information is limited to those who require it for the delivery and administration of services. The Company does not sell or misuse personal information.
Signed agreements may contain additional confidentiality and privacy provisions that apply to specific engagements.
Intellectual Property
All materials, frameworks, tools, templates, recordings, and content provided by the Company are the exclusive intellectual property of the Company.
Access to or use of these materials is provided only where services are formally engaged and may be subject to additional terms outlined in a written agreement. Materials may not be reproduced, distributed, sold, or shared without prior written permission.
Responsibility & Use of Information
Outcomes may depend on individual participation, application, and external factors beyond the Company’s control. Any insights, tools, or guidance shared through Company services are intended for educational, developmental, and advisory purposes only. Participants remain responsible for how they apply information and make decisions within their personal or professional contexts.
To the fullest extent permitted by law, the Company shall not be liable for any indirect, incidental, consequential, or special damages arising from participation in services or reliance on information provided.
By engaging with the Company, you agree to indemnify and hold harmless the Company from any claims, damages, losses, or liabilities arising from your actions, decisions, or implementation of insights gained through Company services.
Governing Law
These Terms are governed by the laws of the State of Texas, United States of America, without regard to conflict of law principles. Texas law applies regardless of client location. Any disputes shall be subject to the exclusive jurisdiction of the courts of Texas.
Changes to These Terms
We may update these Terms from time to time to reflect changes in our services or operations. Continued engagement following updates constitutes acceptance of the revised Terms.
Contact
For questions regarding these Terms, you may contact us at:
info@shaunamoran.com
These Terms reflect our commitment to building leadership experiences grounded in clarity, trust, and long-term impact for individuals, teams, and organizations ready to lead differently.