Service delivery

• Remote-first delivery (email + shared trackers + scheduled calls)

• Calls/meetings are scheduled by mutual agreement

Rescheduling policy (calls)

• Please provide at least 24 hours notice to reschedule scheduled calls.

• Late cancellations may count as used time for that week (if you want this stricter, say so).

Response times

• Standard: within 1 business day

• Priority response (if offered): per the add-on terms

Third-party coordination

• We can coordinate and help you prepare, but you pay providers directly.

• We do not guarantee provider availability, pricing, or timelines.

Document handling

• You are responsible for maintaining original documents.

• We recommend using secure sharing for sensitive files.

Cancellation policy

• Monthly coordination can be canceled with 7 days notice before the next billing date.

Contact

Policy questions:  support@corepointbusiness.com