Goal Planning & Strategy Contract

Simplifying Procurement, Amplifying Results

1. Parties

This Agreement ("Agreement") is made between Procurement & Co., LLC ("Company") and the individual or entity identified in the acceptance form below ("Client"), collectively referred to as "the Parties."

2. Project Description

The Company will provide the Client with ongoing quarterly goal planning and contract strategy services. This service is designed for businesses pursuing government contracts who need strategic alignment, quarterly planning, contract targeting, and execution guidance to achieve their government contracting goals and revenue targets.

3. Scope of Work

3.1 Services Included:

The Company will perform the following services on a quarterly basis (4 times per year):

Quarterly sessions are scheduled for January, April, July, and October.

  • Quarterly Strategy Planning Session — 90-minute strategic planning session to align on goals, review competitive positioning, develop contract targeting strategy, and create quarterly action plan

  • Strategic Goal Setting & Alignment — establish clear government contracting goals and ensure alignment with overall business strategy

  • Contract Opportunity Identification — identify specific government contracting opportunities that fit your capabilities and goals

  • Agency Targeting Strategy — develop strategy for targeting specific agencies that offer best-fit opportunities

  • Competitive Positioning Analysis — analyze your competitive strengths, weaknesses, and market positioning

  • Win Strategy Development — develop winning strategies for target opportunities and agency relationships

  • Quarterly Action Plan — create detailed quarterly action plan with deliverables, milestones, and KPIs

  • Ongoing Strategic Guidance — strategic guidance between quarterly sessions via email

  • Written Strategy Documents (add-on) — written strategic recommendations and quarterly action plan (available as $199 add-on per quarter)

  • Competitive Analysis (add-on) — detailed competitive analysis and market positioning (available as $350 add-on per quarter)

  • Opportunity Matching (add-on) — curated opportunity identification and briefings (available as $299 add-on per quarter)

  • Initial intake and discovery within 24 hours of form submission

  • Initial 90-minute strategic planning session to establish baseline goals and strategy

3.2 Quarterly Schedule:

Strategic sessions occur on a fixed quarterly schedule: January, April, July, and October. Exact dates and times are confirmed during intake based on Client preference.

3.3 What is NOT Included:

  • Proposal writing or editing

  • Direct proposal submission or agency contact

  • Certification applications or support

  • Implementation of strategic plans (unless Client hires Company for specific services)

  • Unlimited consulting between quarterly sessions (guidance is via email)

4. Deliverables

The Company will provide the following deliverables:

  • Quarterly 90-minute strategy planning sessions (4x per year)

  • Strategic goal alignment and setting

  • Quarterly action plans with deliverables and milestones

  • Contract opportunity recommendations

  • Agency targeting strategy

  • Competitive positioning recommendations

  • Win strategy development for key opportunities

  • Written quarterly strategy documents (if add-on selected)

  • Competitive analysis reports (if add-on selected)

  • Ongoing email-based strategic guidance between sessions

5. Refund Policy

  • No refund after intake form submitted. Once Client submits the completed intake form, the quarterly service fee becomes non-refundable because the Company begins strategic planning and discovery.

  • Refund available before intake. If Client cancels before submitting the intake form, a full refund is available within 7 calendar days of purchase.

  • Cancellation of Recurring Service. Client may cancel ongoing quarterly strategy service with 30 days written notice (via email to info@procure-ment.com). Final quarter will be charged, then service ends.

6. Payment Terms

  • Quarterly Service Fee: $300.00 per quarter

  • Payment Schedule: Billed quarterly in advance on enrollment date and subsequent quarter dates (Jan/Apr/Jul/Oct)

  • Auto-Renewal: Service automatically renews each quarter unless Client provides 30 days written notice of cancellation before billing date

  • Non-Payment: If payment fails, strategy service is paused until payment is resolved

  • Cancellation Notice: Must be provided at least 30 days before next billing date to avoid charge

7. Client Responsibilities

The Client agrees to:

  • Complete the intake form thoroughly within 24 hours of purchase

  • Schedule and attend each quarterly strategy session, or notify Company of rescheduling with 48-hour notice

  • Provide accurate information about strategic goals, contract pipeline, and competitive landscape

  • Respond to Company requests for clarification within 48 hours

  • Provide feedback on strategic recommendations

  • Take action on strategic recommendations provided

  • Communicate changes to business strategy or goals that affect planning

  • Be available for email-based guidance between quarterly sessions

  • Notify Company of contract awards, major changes, or new opportunities for strategy adjustment

8. Confidentiality

Both Parties agree to maintain confidentiality of all proprietary, financial, strategic, and business information shared during strategy sessions. Information will not be disclosed to third parties without prior written consent, except as required by law.

9. Intellectual Property

  • All strategic planning frameworks, templates, and proprietary methodologies remain the property of Procurement & Co.

  • Client receives strategic recommendations and quarterly action plans for their own use

  • Client owns all information provided and contract opportunity data

  • Company may use anonymized case studies or success stories for marketing (with Client permission)

10. Service Modifications

The Company reserves the right to suspend or discontinue strategy service if:

  • Client fails to attend more than one (1) quarterly session per year without valid reason or rescheduling

  • Client is unresponsive to strategic guidance and email communication for more than 30 days

  • Client fails to pay quarterly fees

  • Business relationship becomes unproductive (Company may suggest alternative services)

11. Limitation of Liability

Procurement & Co. does not guarantee contract awards, business growth, or revenue outcomes, as success depends on Client execution, market factors, and competitive ability. The Company is not liable for business results or strategic outcomes. The Company is not liable for indirect, incidental, or consequential damages, including lost opportunities or revenue.

12. Quarterly Session Schedule

Strategy sessions occur on a fixed quarterly schedule: January, April, July, October. Each session is 90 minutes. Sessions are scheduled for Tuesday-Thursday only. Client must provide 48-hour notice to reschedule a quarterly session.

13. Governing Law & Dispute Resolution

This Agreement shall be governed by the laws of the State of Illinois.

Disputes shall first be attempted through negotiation and mediation. If unresolved, disputes shall be settled by binding arbitration in Illinois before litigation is considered.

14. Termination

Either Party may terminate this Agreement with written notice.

  • Termination by Client requires 30 days written notice before next quarterly billing date to avoid charge

  • Termination takes effect at end of current quarter

  • Upon termination, all Confidentiality and Intellectual Property obligations survive

  • Final quarterly fee applies unless Client provides notice before billing cycle

15. Acceptance

By submitting the form below, the Client agrees to the terms of this Agreement and understands this is a recurring quarterly service that auto-renews unless cancelled with 30 days notice.