Refund Policy

Overview

This Refund Policy governs all purchases and service engagements with Sonnenfeld AI Solutions LLC (“Company,” “we,” “us,” or “our”), located at N7424 Sunset Circle Dr, Fond du Lac, WI 54937. We are committed to delivering high-quality AI automation services and to treating our clients fairly. This policy is designed to be transparent about when refunds are available and how disputes are resolved.

Please read this policy carefully before engaging our services. By entering into a service agreement with us, you acknowledge that you have read, understood, and agree to this Refund Policy.

1. Consulting Services

1.1 Discovery Calls and Initial Consultations

Initial discovery calls and process review consultations are provided free of charge. There is no fee for the initial consultation, and therefore no refund is applicable for this service.

1.2 Paid Consulting Sessions

For paid consulting sessions (hourly or day-rate engagements):

• Cancellation 48+ hours in advance: Full refund or credit toward future services
• Cancellation 24–48 hours in advance: 50% refund or full credit toward future services
• Cancellation less than 24 hours in advance: No refund; session may be rescheduled once at no charge
• No-show without notice: No refund; full session fee is forfeited

If we cancel or reschedule a consulting session, you will receive a full refund or the option to reschedule at no charge.

1.3 Strategy and Process Audit Engagements

For fixed-fee strategy and process audit engagements, refunds are available as follows: If you cancel before work has commenced, you will receive a full refund minus any administrative fees. If you cancel after work has commenced, you will be charged for work completed to date at our standard hourly rate, with any remaining balance refunded. Once a strategy document or audit report has been delivered, no refund is available for that deliverable.

2. AI Development Services

2.1 Custom AI Development Projects

Custom AI development projects (including custom GPT development, AI assistant creation, and bespoke automation system development) are governed by the following refund terms:

• All custom development projects require a deposit before work commences (see Section 4)
• Refunds for custom development are based on the percentage of work completed at the time of cancellation
• Work completed is assessed based on time invested, resources consumed, and deliverables produced
• Once a custom AI system has been delivered and accepted, no refund is available

2.2 AI System Performance

We do not offer refunds based on the performance of AI systems after delivery and acceptance. AI system performance depends on many factors outside our control, including the quality of your data, changes to third-party AI platforms, and how the system is used. We will work with you to optimize system performance, but performance-based refund claims are not accepted after system acceptance.

3. Automation Projects

3.1 Workflow Automation Projects

For workflow automation projects using Make, Zapier, HubSpot, and similar platforms:

• Pre-commencement cancellation: Full refund of any amounts paid, minus a 10% administrative fee
• Cancellation during discovery/scoping phase: Full refund minus the cost of any discovery work completed
• Cancellation during build phase: Refund of amounts paid minus the value of work completed to date
• Cancellation after prototype delivery: No refund for prototype development; remaining project fees may be refunded if future phases are cancelled
• Cancellation after final delivery and acceptance: No refund available

3.2 Defective Deliverables

If a delivered automation system contains material defects that prevent it from performing the core functions specified in the statement of work, we will correct the defects at no additional charge. If we are unable to correct material defects within a reasonable timeframe (typically 30 days), you may be entitled to a partial or full refund depending on the severity of the defects and the extent to which the system is functional.

4. Deposits

Most project engagements require a deposit before work commences. Deposit amounts and terms are specified in the applicable service agreement. General deposit policies are as follows:

• Deposits are typically 25–50% of the total project fee
• Deposits are applied toward the total project fee upon completion
• Deposits are non-refundable once project work has commenced, unless we fail to deliver the agreed services
• If you cancel before work commences, deposits may be refunded minus a 10% administrative fee
• Deposits are fully refundable if we cancel the project for reasons within our control

5. Milestone Payments

For larger projects, payments are typically structured around project milestones. Milestone payment terms are as follows:

• Milestone payments are due upon completion and delivery of the specified milestone deliverable
• Once a milestone payment has been made and the milestone deliverable accepted, that payment is non-refundable
• If you are dissatisfied with a milestone deliverable, you must notify us in writing within 5 business days of delivery
• We will work with you to address any concerns about milestone deliverables before the next milestone payment is due
• Disputes about milestone deliverables must be raised before the next milestone payment is made

6. Cancellation Terms

6.1 Client-Initiated Cancellation

You may cancel a service engagement at any time by providing written notice to dariasonnenfeld@sonnenfai.com. Upon receipt of cancellation notice:

• We will stop work immediately and provide an accounting of work completed to date
• You will be invoiced for all work completed through the cancellation date at the agreed project rate
• Any amounts paid in excess of the value of work completed will be refunded within 14 business days
• Any amounts owed for work completed but not yet paid will be due within 30 days of the final invoice

6.2 Company-Initiated Cancellation

We reserve the right to cancel a service engagement if you breach the terms of the service agreement, fail to provide necessary access or information, fail to make required payments, or engage in conduct that makes it impossible or impractical to continue the engagement. In such cases, you will be charged for work completed to date, and any remaining balance will be refunded.

7. Refund Eligibility

Refunds may be available in the following circumstances:

• Cancellation before project work commences (subject to administrative fees)
• We fail to deliver agreed services within a reasonable timeframe without valid cause
• Delivered work contains material defects that we are unable to correct
• We cancel the engagement for reasons within our control
• Duplicate payment or billing error

8. Non-Refundable Services

The following services and fees are non-refundable:

• Completed and accepted deliverables (automation systems, documents, reports)
• Third-party platform subscription fees paid on your behalf
• Rush fees for expedited delivery
• Training sessions that have been conducted
• Consulting hours that have been delivered
• Deposits after project work has commenced
• Milestone payments for accepted milestone deliverables

9. Refund Process

To request a refund, please contact us at dariasonnenfeld@sonnenfai.com with the following information:

• Your name and company name
• The service or project for which you are requesting a refund
• The amount paid and date of payment
• The reason for the refund request

We will review your request and respond within 5 business days. Approved refunds will be processed within 14 business days via the original payment method. If the original payment method is no longer available, we will work with you to arrange an alternative refund method.

10. Dispute Resolution

If you are dissatisfied with our services or disagree with a refund decision, we encourage you to contact us directly to discuss your concerns. We are committed to resolving disputes fairly and promptly.

If we are unable to resolve a dispute through direct communication, the parties agree to attempt mediation before pursuing any legal action. Mediation shall be conducted by a mutually agreed mediator in Fond du Lac County, Wisconsin. The costs of mediation shall be shared equally by the parties.

If mediation is unsuccessful, disputes shall be resolved through binding arbitration or litigation in the courts of Fond du Lac County, Wisconsin, in accordance with the governing law provisions in our Terms and Conditions.

11. Contact Information

For refund requests or questions about this policy, please contact us: