Terms and Conditions
Effective Date: 14th June 2026
Tracy Heatley Limited (“we,” “us,” “our”, “the Company”) is committed to providing high-quality marketing consultancy, training, and mentoring services. By engaging with our services, you agree to the following terms and conditions:
1. Definitions
1.1 “Company” refers to Tracy Heatley Limited.
1.2 “Client” refers to any individual, company, or organisation engaging our services.
1.3 “Services” includes all strategy sessions, mentoring, training, consultancy, programmes, workshops, and related marketing and AI services provided by the Company.
1.4 “Flexible Payment Plan” refers to payment plans agreed upon in writing for specific services.
1.5 “Terms” refers to these terms and conditions.
2. General Terms
2.1 All services provided by the Company are subject to these Terms. By booking, purchasing, accepting, paying for, or otherwise engaging the Company’s services, the Client confirms acceptance of these Terms and Conditions. 2.2 These Terms are governed by the laws of England and Wales. Any disputes shall be subject to the exclusive jurisdiction of the English courts. 2.3 All communication will be conducted in English.
3. Services Overview
3.1 Strategy Cycle™ Program
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The program includes structured sessions, workbooks, and access to recordings. Clients may be required to complete independent tasks between sessions. Failure to fulfil these tasks within agreed timeframes may negatively impact results and outcomes.
Payment for the Strategy Cycle™ Program is outlined in Section 4.2. By booking, the Client commits to paying the full Program fee, regardless of whether they complete all sessions. Instalments remain due even if the Program has been completed, paused, or if the Client chooses to withdraw early.
3.2 AI Strategy Sessions, Training and Related AI Services
AI Strategy Sessions, ChatGPT & AI Marketing Training, workshops, and related AI services are tailored to the individual requirements of the Client.
Services may include strategic guidance, training, mentoring, demonstrations, workshops, workbooks, practical implementation support, and recommendations relating to the use of AI tools within marketing and business activities.
The Company does not guarantee specific outcomes, results, efficiencies, business performance improvements, or commercial success arising from the use of AI tools, recommendations, training, mentoring, or strategic guidance. Clients remain responsible for evaluating, approving, and implementing any recommendations provided.
Where AI tools are demonstrated, discussed, or recommended, the Client remains solely responsible for how such tools are used within their business or organisation. This includes responsibility for compliance with applicable laws and regulations, data protection requirements, confidentiality obligations, intellectual property rights, ethical use of AI, and the accuracy, suitability, and legality of any content, recommendations, or outputs generated by AI tools.
The Company provides guidance, training, mentoring, and strategic recommendations only. The Client remains responsible for independently reviewing, verifying, approving, and implementing any AI-generated content, outputs, or recommendations before use. The Company accepts no liability for decisions, actions, omissions, losses, claims, regulatory breaches, or other consequences arising from the Client’s use, implementation, or reliance upon AI tools or AI-generated outputs.
3.3 Marketing And AI Mentoring
Marketing and AI Mentoring provides ongoing one-to-one support, guidance, accountability, and professional development tailored to the Client’s individual business requirements, goals, and marketing objectives.
Mentoring services are designed to help Clients develop their marketing and AI knowledge, improve decision-making, strengthen strategic thinking, and build confidence in implementing marketing and AI-related activities within their business.
Mentoring may include strategic discussions, business, marketing, and AI guidance, accountability, feedback, review of marketing activities, recommendations, training, and support relating to the use of marketing and AI tools where appropriate.
Mentoring services are advisory in nature and are intended to support the Client’s development and decision-making. The Client remains responsible for all business decisions, implementation of recommendations, and actions taken as a result of mentoring sessions.
Mentoring packages are offered as fixed-term commitments of either six months or twelve months, depending on the option selected at booking. By booking, the Client commits to the full term selected. The first payment is due at booking, with subsequent payments collected in accordance with the agreed payment arrangement. Payments remain due whether or not the Client attends or completes all scheduled sessions. Early termination is not permitted except in accordance with Section 5.
3.4 Training Services
Training services may include ChatGPT & AI Marketing Training, workshops, webinars, masterclasses, bespoke training sessions, group training, online training, and related educational services delivered by the Company.
Training is tailored to the needs of the Client or participating group and may include live demonstrations, practical exercises, supporting resources, recordings, workbooks, templates, and follow-up materials where applicable.
Training is provided for educational and professional development purposes only. The Company does not guarantee specific business outcomes, results, efficiencies, commercial performance improvements, or business growth arising from the implementation of any training, recommendations, tools, techniques, or information provided during training sessions.
Participants remain responsible for evaluating, implementing, and applying any information, recommendations, tools, or techniques provided during training. The Company accepts no liability for decisions, actions, omissions, losses, claims, regulatory breaches, or other consequences arising from the use, implementation, or reliance upon training materials, recommendations, AI tools, or related outputs.
4. Booking and Payments
4.1 Payment Terms
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Full payment, or the initial payment for any agreed payment plan, is required to confirm the Client’s booking and secure any agreed dates, whether booked online, by email, by telephone, or through verbal agreement.
Flexible Payment Plans: Clients must authorise and set up payment arrangements for any remaining payments within 3 days of booking, unless otherwise agreed in writing. Failure to do so may result in cancellation of the booking, suspension of services, or the release of any reserved dates.
4.2 Initial Payments and Deposits
All initial payments and deposits are non-refundable unless otherwise stated in writing.
Where a service is purchased using a payment plan, instalment arrangement, or other agreed payment schedule, the Client remains responsible for the full agreed fee, regardless of whether the service is completed, paused, postponed, or the Client chooses not to continue.
Payment plans may be collected by card payment, Direct Debit, BACS, subscription payment, or any other payment method agreed by the Company.
The first payment, deposit, or agreed initial instalment is due prior to the commencement of services unless otherwise agreed in writing.
Failure to maintain agreed payments may result in the suspension of services, cancellation of future bookings, and any outstanding balance becoming immediately due and payable.
4.3 Late or Missed Payments
Failure to make payments in accordance with the agreed payment terms may result in the suspension of services, cancellation of future bookings, and any outstanding balance becoming immediately due and payable.
The Company reserves the right to withhold delivery of services, materials, recordings, resources, or other deliverables until outstanding payments have been received in full.
Late payments may incur statutory interest and compensation charges in accordance with applicable UK legislation.
4.4 Taxes
- Tracy Heatley Limited is not VAT registered. Should this status change, VAT will be applied to future invoices in line with UK law.
5. Cancellations and Rescheduling
5.1 Client Cancellations
Strategy Cycle™ Program: By booking, the Client commits to paying the full Program fee, whether or not they complete all sessions. Instalments remain due even if the Program has been completed, paused, or the Client chooses to withdraw early.
Mentoring Packages (6 or 12 months): Mentoring is contracted for the full term selected at the time of booking. Instalments remain due whether or not the Client completes all sessions. Mentoring packages cannot be cancelled mid-term.
Training Services, Workshops, Webinars and Masterclasses: Cancellations must be made at least 7 days before the scheduled start date. No refunds will be issued for cancellations made within 7 days of the training, event, workshop, webinar, masterclass, non-attendance, or partial attendance.
5.2 Company Cancellations
- The Company reserves the right to cancel or reschedule sessions with reasonable notice.
- In such cases, alternative dates will be offered.
6. Session Recordings
6.1 Sessions, including group and one-to-one, may be recorded. Recordings are shared securely with:
- Individual clients for one-to-one sessions.
- Group participants, including those attending webinar sessions.
6.2 Clients are responsible for downloading recordings within 7 days. Recordings will be deleted after 14 days.
6.3 By participating in a recorded session, webinar, workshop, training event, or programme, you consent to session recordings and sharing with relevant participants.
6.4 Recordings are provided solely for the personal use of authorised participants and remain subject to the Intellectual Property provisions contained within Section 8.
7. Client Responsibilities
7.1 Provide accurate and timely information to support the delivery of services.
7.2 Actively participate in sessions and complete tasks as required. Failure to complete independent tasks may impact the effectiveness of any programme, services, and outcomes achieved.
7.3 Download and securely store any recordings within the specified time frame.
7.4 The Client is responsible for ensuring that any information, data, or materials supplied to the Company are accurate, lawful, and do not infringe the rights of third parties.
7.5 The Client shall indemnify the Company against any claims, losses, or damages arising from the use of information, data, or materials supplied by the Client that breach third-party rights or applicable laws.
8. Intellectual Property
8.1 All materials, resources, recordings, templates, prompts, workbooks, frameworks, tools, training materials, methodologies, processes, systems, documents, and other content provided by the Company remain the intellectual property of the Company unless expressly agreed otherwise in writing.
Materials and recordings are provided solely for the use of the Client who purchased or attended the Service. Clients may not copy, reproduce, distribute, publish, share, forward, upload, display, sell, licence, adapt, or otherwise make available any materials, recordings, resources, templates, prompts, workbooks, or training content to any third party without the prior written consent of the Company.
This restriction applies to both internal and external sharing. Materials and recordings may not be shared with colleagues, employees, associates, contractors, consultants, suppliers, clients, members of the Client’s organisation, or any other third party unless expressly authorised in writing by the Company.
Any strategies, recommendations, plans, frameworks, or documents created specifically for a Client as part of the Services may be used by that Client within their own business but may not be resold, repackaged, licensed, distributed, or otherwise made available to third parties without the prior written consent of the Company.
Unauthorised sharing, reproduction, distribution, or use of Company materials or recordings may result in the immediate termination of access to Services and may constitute a breach of intellectual property rights.
8.2 Clients may use materials provided as part of the Services for their own personal or internal business purposes only and in accordance with these Terms and Conditions.
9. Limitations & Liability
9.1 The Company provides strategy sessions, consultancy, mentoring, training, workshops, programmes, and related marketing and AI services in good faith, using professional expertise and reasonable skill and care.
9.2 While recommendations, strategies, training, resources, mentoring, and support are designed to improve marketing effectiveness, business performance, and professional development, the Company does not warrant or guarantee any specific outcomes, results, revenue, profit, customer acquisition, business growth, efficiencies, rankings, leads, sales, or other commercial outcomes.
9.3 The Client remains responsible for all business decisions, implementation of recommendations, use of AI tools, approval of content, compliance with applicable laws and regulations, and any actions taken as a result of the Services provided.
9.4 The Company does not provide legal, financial, tax, accounting, employment, regulatory, or other professional advice outside the scope of the Services. Clients should obtain independent professional advice before making decisions in these areas.
9.5 Nothing in these Terms shall limit or exclude any liability that cannot lawfully be limited or excluded under applicable law.
Subject to the above, the Company’s total liability arising under or in connection with the Services, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, shall not exceed the total fees paid by the Client for the specific Service giving rise to the claim during the twelve (12) months preceding the event giving rise to the claim.
9.6 The Company shall not be liable for:
a) Any indirect, incidental, special, consequential, or punitive losses or damages, including loss of profits, revenue, contracts, goodwill, business opportunities, anticipated savings, or data.
b) Decisions, actions, omissions, implementation activities, or business outcomes arising from the Client’s use of recommendations, training, mentoring, resources, AI tools, AI-generated outputs, or other materials provided by the Company.
c) The accuracy, completeness, reliability, availability, performance, or outputs of any third-party software, platforms, services, websites, applications, AI tools, or technology providers.
d) Actions, omissions, failures, delays, or performance issues relating to third-party suppliers, agencies, contractors, consultants, software providers, hosting providers, payment processors, AI platforms, or other third parties.
e) Delays or failure in performance caused by circumstances beyond the Company’s reasonable control.
10. Data Protection and Privacy
10.1 The Company adheres to GDPR and data protection laws. Refer to our Privacy Policy for detailed information.
10.2 Personal data will not be shared with third parties except as specified in the Privacy Policy.
11. Complaints and Feedback
11.1 We welcome feedback to improve our services. Please direct complaints or concerns to info@tracyheatley.com.
12. Use of AI in Services & Training
12.1 Scope of AI Use
a. The Company may use AI tools and technologies to enhance the delivery of services, including but not limited to research, planning, content creation, analysis, idea generation, education, training, and supporting marketing and business activities.
b. AI tools referenced or demonstrated are provided by third-party providers, and participants or clients are responsible for adhering to the terms and conditions of these platforms.
12.2 AI in Training
a. Marketing and AI Training is designed to provide participants with the knowledge, skills, and practical understanding required to utilise AI tools effectively within marketing and business activities. Training may include live sessions, workshops, webinars, masterclasses, workbooks, recordings, practical exercises, demonstrations, supporting resources, and optional co-working sessions where applicable.
b. Participants are responsible for creating and managing their own accounts for AI tools, using AI ethically, protecting confidential information, complying with data protection legislation, adhering to relevant legal and regulatory requirements, and ensuring compliance with the terms and conditions of any AI platforms they use.
c. Training materials remain the intellectual property of the Company and may not be shared, reproduced, or distributed without prior written consent.
12.3 AI in Marketing Services
a. The Company may integrate AI tools into strategy sessions, consultancy, mentoring, training, workshops, programmes, and other services to support research, planning, content creation, analysis, ideation, and marketing activities.
b. AI-generated outputs, recommendations, content, analysis, and suggestions are provided for guidance and educational purposes only. The Company does not guarantee the accuracy, completeness, reliability, suitability, legality, compliance, or fitness for purpose of any AI-generated output.
c. Clients are solely responsible for reviewing, verifying, approving, and implementing any AI-generated content, recommendations, outputs, or materials before use. This includes responsibility for legal compliance, regulatory compliance, data protection obligations, confidentiality requirements, intellectual property considerations, ethical use, and the accuracy of any information published, distributed, or relied upon.
d. The Company shall not be liable for any losses, claims, damages, regulatory breaches, legal disputes, reputational harm, or other consequences arising from the Client’s use, implementation, publication, distribution, or reliance upon AI-generated outputs, recommendations, content, or materials.
e. Clients are encouraged to obtain independent professional advice where appropriate before implementing AI-generated recommendations relating to legal, financial, regulatory, employment, tax, compliance, or other specialist matters.
12.4 Data Protection and Privacy
a. The Company adheres to GDPR and all applicable data protection laws. Personal or business data processed by the Company will be handled in accordance with the Company’s Privacy Policy and applicable legal requirements.
b. Clients and participants are solely responsible for ensuring that any information, personal data, confidential information, commercially sensitive information, intellectual property, or third-party data entered into AI tools complies with applicable data protection legislation, confidentiality obligations, contractual obligations, and any other relevant legal or regulatory requirements.
c. The Company advises clients and participants to exercise caution when entering information into third-party AI platforms and to ensure they understand the data handling, storage, security, privacy, and usage policies of the relevant AI provider.
d. The Company shall not be responsible for the storage, processing, security, retention, use, disclosure, or handling of data by third-party AI platforms, software providers, websites, applications, or technology providers.
e. Clients and participants remain responsible for obtaining any necessary permissions, consents, approvals, or lawful basis required before entering personal, confidential, proprietary, or third-party information into AI tools or platforms.
12.5 Liability and Limitations
a. The Company provides marketing and AI-related training, strategy sessions, consultancy, mentoring, workshops, programmes, and related services for educational, research, advisory, and professional development purposes only.
b. The Company does not guarantee any specific outcomes, results, efficiencies, business performance improvements, commercial success, revenue growth, lead generation, cost savings, or other benefits arising from the use of AI tools, AI-generated outputs, recommendations, training, or services.
c. Clients and participants assume full responsibility for reviewing, testing, evaluating, approving, implementing, monitoring, and managing any AI tools, AI-generated outputs, recommendations, content, strategies, or materials within their business operations.
d. The Company shall not be liable for any direct, indirect, incidental, consequential, special, or punitive losses, damages, claims, costs, expenses, regulatory breaches, legal disputes, reputational harm, loss of profits, loss of revenue, loss of data, or business interruption arising from or connected with the use, implementation, publication, distribution, or reliance upon AI tools, AI-generated outputs, recommendations, content, or materials.
e. Clients and participants remain responsible for ensuring that any use of AI tools or AI-generated outputs complies with applicable laws, regulations, contractual obligations, professional standards, confidentiality requirements, intellectual property rights, and data protection legislation.
12.6 Technical Requirements
a. Clients and participants are responsible for ensuring they have suitable equipment, software, internet access, and technical capability required to access and participate in the Services.
b. Where services involve the use of third-party platforms, software, applications, websites, or AI tools, clients and participants are responsible for creating, maintaining, and managing their own accounts and subscriptions unless otherwise agreed in writing.
c. The Company shall not be responsible for delays, interruptions, access issues, technical failures, outages, software limitations, platform changes, account restrictions, connectivity issues, or other technical difficulties arising from third-party providers or the Client’s own equipment, systems, or internet connection.
d. Where technical difficulties occur, the Company will make reasonable efforts to assist where appropriate; however, the Company cannot guarantee uninterrupted access to any third-party platform, software, website, application, AI tool, or online service.
e. No refunds shall be due where participation is prevented or disrupted as a result of the Client’s equipment, software, internet connection, account access, technical setup, or the actions of third-party technology providers beyond the Company’s reasonable control.
12.7 Updates and Modifications
a. The Company reserves the right to update or modify AI tools, methodologies, and workshop content as AI technologies evolve.
b. Changes will be communicated in advance where relevant and will aim to enhance the delivery and relevance of the services provided.
12.8 Intellectual Property
a. AI-generated content provided as part of workshops or services remains subject to the intellectual property rights of the Company unless expressly transferred.
b. Ownership of AI-generated outputs created by clients using third-party platforms belongs to the client, subject to the terms of the AI tool provider.
12.9 Disclaimer on AI Tool Affiliations
AI training is not affiliated with, endorsed by, or officially associated with the developers or creators of any AI tools or platforms referenced during the workshops, including but not limited to ChatGPT, Copilot, and other similar tools.
13. Updates to Terms
13.1 The Company reserves the right to update these Terms periodically. The latest version will always be available on our website. Updates may be required to reflect changes in service delivery models.
For further information or questions, please contact:
Tracy Heatley Limited
Email: info@tracyheatley.com
Phone: 07812 076946