Payment and quotation policies

1. In order to ensure customer service as described in this document, SHINZO STRATEGIC CONSULTING requests the following payment terms: 30% at the beginning and 70% in 6 installments, in accordance with the document attached at the bottom of these policies. (Shinzo Learning Programs Catalog).

2. Payments must be made as follows: advance payment before initial training and monthly payments within the first 5 days of each month.

3. This quote is presented in pesos, but is calculated in US dollars (USD) taking as a reference the most commonly used pricing methods and schemes in the market. Payments will be made in Mexican pesos according to the exchange rate on the day of the signature of approval of this proposal plus the corresponding VAT according to the current rate. Installments are frozen at the exchange rate on the day of the signature of approval.

4. The CFDI that will be generated is like a receipt for fees + VAT and withholdings according to the RESICO regime

5. This quote covers only the concepts described in the “Service Description” section. Any additional requests or changes in requirements or specifications may affect the final costs. In such case, an ANNEX will be issued to the original quote for the client's authorization. ( See details of the deliverables included in the defined scope )

6. The project start date is considered to be the latest date between the signing of the Service Agreement and/or the Quotation and the payment of the agreed advance, as applicable in each case. SHINZO STRATEGIC CONSULTING will not begin any work without the client's prior written authorization and payment of the agreed advance. Approval can also be made in writing via E-mail or WhatsApp.

7. This quote does not include travel expenses and travel expenses if applicable. Consider at least 4 face-to-face sessions required:
a. Alignment Session / Initial Training
b . Philosophy session
c. Planning session – Strategy formulation
d. Kick off session – Communication and deployment of the strategic plan with the entire organization

8. About time investment: The following table describes the approximate hours to invest. According to the document attached at the bottom of these policies. (Shinzo Learning Program Catalog).

9. On necessary trips:
a. Consider airfare, lodging and food for 1 consultant + 1 staff member.
b. Flight and accommodation reservations are the responsibility of SHINZO STRATEGIC CONSULTING BP&I and the associated costs will be included in the next invoice to the client.
c. The flight reservation must be in tourist or economy class, on the airline that best suits the optimal itinerary to ensure compliance with the established schedule and the safety of the person(s) traveling.
d. The level of accommodation must be 4 stars or higher. If possible, use international hotel chains such as: Holiday Inn in any of its versions, Hilton in any of its versions, Best Western in a 4-star version or higher, IHG in a 4-star version or higher.

10. Regarding the consultant-hours consumed (applies to projects quoted by hour):
a. Consultant-hours are considered to be the time that the consultant spends serving the company in any of the following situations:
i. Face-to-face or voice-to-voice session with managers and/or staff from different levels or areas

ii. Time spent on:
1. Review and feedback on generated documents
2. Analysis of information and data
3. Observation of process operations in the field
4. Gathering information such as: interviews with collaborators, clients and/or suppliers

iii. Support in events that contribute to the achievement of objectives and development of the current project. Some examples where this could be applied: Communication to employees of the strategic plan for the next cycle (Kick Off) / Launch of a new marketing campaign / Open house for commercial purposes. Some examples where this would not be applicable: Invitation to an event where the company will receive recognition / Company anniversary celebration event / Company inn.

11. About 1:1 company-consultant sessions:
a. Sessions may be in person and/or online.
b. Face-to-face sessions must be scheduled at least 2 days in advance.
c. Additional meetings may be requested according to the consultant's availability.
d. The standard duration of sessions is 1.5 hours, the duration may be increased or decreased by prior agreement with the consultant.
e. At the end of each session, a Minutes of Agreements and Commitments will be delivered.

12. Consultant Commitment:
a. Listen to the client and adjust the solution proposals to their needs.
b. Study, analyze and strive to understand the client's business and its context.
c. Share experience and knowledge.
d. Offer approaches, methodologies and tools that make sense to the client.

13. Commitment of the company, the entrepreneur, the business family and its collaborators:
a. Attend punctually the sessions that have been previously agreed upon with the consultant and to which he has been summoned.
b. Do not hide information. Share the information that is necessary for the analysis of each situation.
c. Comply with the agreements and commitments detailed in the minutes of each session.
d. Share the vision, objectives and expectations of the project with the consultant and with those relevant within your organization.
e. Conduct yourself with respect and professionalism in 1:1/1:N sessions, especially in situations where you are in disagreement with other participants or family members or co-workers.

14. Additional services:
to. Incorporating the Voice of the Customer (VOC) into the planning process is one of the most strategic decisions you can make. SHINZO STRATEGIC CONSULTING BP&I can conduct customer research, from the design of measurement mechanisms to data processing and suggested action plans, if requested by the client company. Investment not included in the scope of this quote. A separate quote would be sent. Approximately $2,500.00 USD for this service taking a stratified random sample of customers and users.
b. The Voice of the Employee (VOE) or Work Environment is also valuable information for the strategic planning exercise. SHINZO STRATEGIC CONSULTING BP&I can perform the VOE or Work Environment study, from the design of the measurement mechanisms to the data processing and suggested action plans, if requested by the client company. Investment not included in the scope of this quote. A separate quote would be sent. Approximately $2,500.00 USD for this service taking a stratified random sample of collaborators.

15. Other recommendations:
a. The use of project management software is recommended. This system is not included in this quote, however, SHINZO STRATEGIC CONSULTING BP&I will support the company free of charge in the integration and configuration of the system selected, whether internal or from one of the options available on the market, to incorporate the strategic plan.
b. It is important to consider appointing an Internal Strategic Planning Coordinator, if one is not currently available, to facilitate internal communication and assist those responsible for strategic execution. SHINZO STRATEGIC CONSULTING BP&I can suggest the profile of the person to be chosen and train him/her in his/her role as coordinator, free of charge.

Confidentiality Agreement

All information, products or materials of the client are treated and protected with strict confidentiality. All services offered, trademarks, teaching materials and designs used in the project authorized in this quotation are property of SHINZO STRATEGIC CONSULTING and will be kept confidential by the client and will be used only with the written authorization of the author. Payment terms will be subject to the agreement with the client and documented in this quotation and are subject to SHINZO STRATEGIC CONSULTING's Payment and Quotation Policy. Failure to comply with such terms may result in interruption of service or withholding of deliverables specified in the project description.

Privacy Notice

Pursuant to the Federal Law on Protection of Personal Data Held by Private Parties, you are hereby informed that Carlos Rodríguez Zorrilla and/or SHINZO STRATEGIC CONSULTING (trade name) with address at Edificio BH. Blvd. Antonio L. Rodríguez 2100. Floor 11, Int. 116. Colonia Santa María, Monterrey, NL Email: contacto@shinzo.com.mx is responsible for collecting your personal data, the use that is given to it and its protection. For more information about the processing of your data and the rights related to it, you can access the complete Privacy Notice available at www.shinzo.com.mx . Unless you object in writing to this privacy notice, it will be understood that you give your tacit consent to the processing of your data.

File and Tools Delivery Policy

Delivery Method.
The purchased formats and tools will be delivered via a download link, either through dropbox, google drive, we transfer or some other similar platform. This link will be sent to the registered email. The shared documents will be accessible for 3 business days. If the download is not completed within that period of time, the client must request the documents by emailing contacto@shinzo.com.mx

Delivery Time.
Once the purchase or registration is completed, you will receive the content within a period of no more than 8 hours, during office days and hours (Monday to Friday, between 8:00 and 18:00 hours). In case the purchase is made outside of business hours, the documents will be sent during the course of the following business day. If you do not receive the file within the indicated time period, please contact us at contacto@shinzo.com.mx

Delivery Problems.
For any problems with the delivery of the acquired information, please contact us at contacto@shinzo.com.mx or WhatsApp 8140080039 as soon as possible so we can resolve it.

Returns and Refunds Policy

Paid Files and Tools.
Due to the digital nature of our products, we do not accept returns or refunds once the file has been sent.

Paid Learning Programs.
If you wish to request a refund for a paid learning program, you can do so in the following ways:

Programs for the general public.

• 100% refund if cancellation is made 48 hours before the program start date
• 50% refund if cancellation is made 24 hours before the program start date
• 0% refund if cancellation is made on the same day the program starts or once it has already started.

To request a refund, please email contacto@shinzo.com.mx with the details of your request.

Dedicated programs (in the company).

• 100% refund if cancellation is made at any time up to 24 hours before the start of the program.
• 75% refund if cancellation is made on the same day the program starts and the program has not started.
• 0% refund if cancellation is made after the program has already started.
  

Free Learning Programs.
No returns or refunds apply for free courses.

Consulting and/or Coaching Programs.
Consulting and coaching projects or programs may be cancelled at any time. However, no refunds or returns apply for services delivered that have already been invoiced and paid for.

File and Tools Usage Policy

Personal and Commercial Use.
All services offered, brands, teaching materials and designs used in the contracted projects or programs are the property of SHINZO STRATEGIC CONSULTING and will be kept confidential by the client and will be used only with the written authorization of the author, and for the exclusive use of the contracting company. Their transfer, copying or reproduction for purposes other than the client's improvement project is strictly prohibited.

Prohibitions.
Redistribution, re-selling, or modification of the files and tools without our express consent is prohibited. Violation of this policy may result in the cancellation of your project and retention of the documents and information generated within it.

License to Use.
By purchasing or registering to receive our files or tools, you obtain a limited license for personal use.

Enrollment Policy for Learning Programs

Record.
To register for our learning programs, please complete the registration form available on our website. Please make sure to provide accurate information.

Prerequisites.
For some programs there are prerequisites such as: having completed another program in a series, having an interview with the instructor/facilitator, having people under your supervision, among others. Please review the prerequisites section before beginning the registration process.

Course Access.
Once you have registered, you will receive instructions to access the course, whether in-person, online or hybrid, to the email address you registered. Please check the information and if you have any questions, please contact us at contacto@shinzo.com.mx or WhatsApp 8140080039

Certificates.
Certificates of completion will be awarded to participants who successfully complete the course. Details on obtaining the certificate will be provided at the start of the course.

Pricing Policy

Learning Programs and Tools Prices.
The prices of our software and tools are clearly indicated on our website. We reserve the right to change prices at any time, but the applicable prices will be those indicated at the time of purchase.

We accept the following forms of payment: credit cards, PayPal.

Taxes and Fees.
All prices include [or exclude] applicable taxes according to current legislation.

General Terms and Conditions

Acceptance of Terms.
By using our website and purchasing our products, you agree to be bound by these terms and conditions. If you do not agree with any of them, please do not use our site.

Modifications.
We reserve the right to modify these terms and conditions. Modifications will become effective upon posting on our website.