Refund Policy

1. Our Commitment

The BI Playbook builds products for SME owners who want clarity from their data without hiring consultants. We stand behind the quality of everything we sell. If a product doesn't meet the standard we've described, we will make it right.

2. Digital Products — General Policy

All products sold by The BI Playbook are digital products delivered electronically. Because digital products can be accessed immediately upon purchase, refunds are assessed on a case-by-case basis.

We offer a 14-day refund window from the date of purchase for the following reasons:

• The product did not function as described
• The product was materially different from its description at the time of purchase
• You experienced a technical issue that prevented you from accessing the product and we were unable to resolve it
• Duplicate purchase (same product purchased more than once in error)

3. Free Products

The BI Baseline Score is a free tool and is not subject to any purchase or refund process.

4. Product-Specific Notes

BI Without the BS ($99)
A 14-day refund is available if the product did not deliver what was described. As this is a downloadable PDF framework, we ask that you contact us before requesting a refund so we can address any concerns directly.

BI Without the Guesswork — The Review ($149 Founding · $249 standard)
The Review is a written report produced from the data files you submit, delivered within 5 business days. Because each Review is bespoke work product prepared specifically for your business, refunds are handled on a case-by-case basis under the following terms:

• Before delivery: A full refund is available if you cancel before we have started analysis. Once analysis has begun, refunds are partial and assessed on the work completed.
• After delivery: If the delivered Review does not match what was described — for example, it does not address the four stages of the BIP Method™, or the analysis does not draw on the data you submitted — please contact us within 14 days and we will either revise the Review at no charge or issue a refund.
• Founding rate ($149): The Founding rate is a one-time discounted price for the first 3 Reviews. Refund terms are identical to the standard rate.

The Review is not refundable on the basis that the findings were unwelcome — for example, that they identified problems the business would prefer not to address. The Review reports what the data shows.

5. What Is Not Covered

• Change of mind after downloading or accessing the product
• The product was purchased more than 14 days ago
• You have already received a refund on the same product previously
• The product was used to deliver a paid service to a third party

6. UK and EU Consumer Rights

If you are purchasing from the United Kingdom or European Union, you may have additional statutory rights under the Consumer Contracts Regulations 2013 (UK) or the EU Consumer Rights Directive. Specifically, you may have the right to cancel a digital purchase within 14 days, unless you have expressly consented to immediate delivery and acknowledged that this cancels your right of withdrawal.

By completing a purchase and accessing a digital product immediately, you confirm your consent to immediate delivery. Your statutory rights are not affected beyond this.

7. How to Request a Refund

To request a refund, email us at [email protected] with:

• Your name and email address used at purchase
• The product purchased and date of purchase
• The reason for your refund request
• Any relevant details (e.g. error messages, screenshots)

We will respond within 3 business days. Approved refunds will be processed back to your original payment method within 5–10 business days, depending on your bank or payment provider.

8. Contact

For any questions about this policy, contact us at:
[email protected]
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