Agreement template · 2026-07-27

AI Leverage Audit Engagement Agreement

Version 2026-07-27. Bracketed fields are completed per engagement from the details provided at checkout.

This Agreement is between Dominion AI, a dba of Dominion Equity Holdings (“Advisor,” “we”), and [CLIENT LEGAL NAME] (“Client,” “you”), effective [DATE].

1. Services: the AI Leverage Audit

Advisor will perform a fixed-scope diagnostic (the “Audit”) consisting of:

1. Leadership deep-dive. A working session of approximately 90 minutes with Client’s leadership, in person or by video.
2. AI workforce interviews. Short interviews of Client’s personnel, lasting approximately 5 to 10 minutes, conducted by an AI interviewing system that is disclosed as AI to each participant. Interview count and scheduling per §4.
3. Systems & tooling review. A review of the software, workflows, and outsourced/VA arrangements Client actually uses, based on information Client provides.
4. The Leverage Map. A written report in which identified AI opportunities are plotted by difficulty and impact and typed by kind, comprising: (a) the Floor: cost-anchored opportunities estimated by arithmetic from Client’s own cost figures (e.g., payroll, outsourced/VA spend, hours); (b) the Ceiling: capacity scenarios built from inputs Client provides (e.g., Client’s bid volume, win rates, declined or missed work), with the assumptions and operating constraints underlying each scenario stated; and (c) the Day-One Baseline: operating metrics as attested by Client at intake, labeled by source. Floor and Ceiling figures are reported separately and are not combined into a single total. The Map also includes a recommended build sequence and tool-agnostic tool recommendations.
5. Readout + the Tomorrow Win Kit. A readout session presenting the Leverage Map plus a completed example, reusable input, checklist, guardrails, acceptance criteria, and a seven-day test, including at least one action item executable the next business day. If Client previously received an X-Ray Kit, Advisor validates, replaces, or materially refines it from the deeper Audit evidence.
6. Leverage Library access (audit tier). A member account in Advisor’s hosted Leverage Library containing everything in the X-Ray tier refreshed from the Audit Map (First Five Hours, The $20-an-Hour Task Audit, and one Map-matched Leverage Path) plus the AI Leverage Audit Companion, for the Audit term plus thirty (30) days after the readout, and continuing while any subsequent engagement with Advisor is active. Library materials are licensed for Client’s internal use only (§6).

Target timeline: Leverage Map readout within approximately two (2) weeks of the leadership deep-dive, subject to Client’s timely scheduling and cooperation.

2. Fee, payment, and the Sprint credit

• Fee: $2,500 (Client headcount ≤ 25) or $3,500 (Client headcount 26 to 50), determined at signing: $[FEE]. Engagements above 50 employees are out of scope for this Agreement.
• If Client purchased an eligible AI Leverage X-Ray and this Audit begins within thirty (30) days of X-Ray Map delivery, $[NET UNREFUNDED X-RAY AMOUNT RETAINED BY ADVISOR] is applied to the Audit fee, leaving $[BALANCE] due. This Audit begins for credit purposes when this Agreement is signed and that net balance is paid. The X-Ray payment becomes part of the Audit fee total; it is not an additional Sprint credit, and a refunded amount is not available as credit.
• If an X-Ray refund becomes due after its credit was applied here, the X-Ray credit reverses dollar-for-dollar and the refund is first offset against the corresponding restored Audit balance; only any net excess is returned. The same payment cannot be both refunded and credited.
• The fee is payable in full, in advance; the deep-dive is scheduled upon receipt.
• 100% credit: if Client’s 90-Day AI Operating Sprint with Advisor begins within thirty (30) days of the readout, the full net unrefunded canonical Audit fee is credited against Sprint fees, inclusive of any X-Ray amount previously applied. The Sprint begins for this purpose when its agreement is signed and its first invoice, or pay-in-full balance, after the available credit is paid; scheduling kickoff alone is not enough. (Same trigger as the Sprint agreement §5.)
• If an Audit refund becomes due after its credit was applied to the Sprint, the Audit credit reverses dollar-for-dollar. Advisor first offsets the refund against the corresponding restored Sprint balance and returns only any net excess, so the same payment is never both refunded and credited.

3. The 10× Map Guarantee

If the delivered Leverage Map does not identify at least ten times (10×) the Audit fee in reasonably estimated annualized opportunity, counted from Floor-type opportunities alone (using the arithmetic shown in the Map’s Floor section; Ceiling scenarios are not counted toward this threshold), Client may request a full refund. Advisor will refund the entire Audit fee, subject to the credit-reversal and offset mechanics in §2 if the fee was already applied to the Sprint, and Client keeps the Leverage Map. This is Client’s exclusive remedy for dissatisfaction with the Audit.

4. Workforce interviews: consent and conduct

• Client authorizes Advisor to conduct AI interviews of Client’s personnel and will identify participants and distribute invitations.
• Each interview begins with a disclosure that the interviewer is an AI system, that the interview is recorded/transcribed, and the purpose. Participation is voluntary; a participant may decline or stop at any time.
• Client is responsible for confirming that inviting its personnel to participate is consistent with Client’s own policies and obligations, including any notice or consent required for recorded interviews under applicable law.

5. Confidentiality and data handling

• All non-public information Client or its personnel provide (including interview transcripts and recordings) is Client’s Confidential Information. Advisor uses it solely to perform the Audit and any subsequent engagement.
• AI systems used in the Audit are configured so Client data is not used to train the underlying models (zero-data-retention or equivalent API settings where available).
• On written request after delivery, Advisor will delete interview recordings and transcripts within thirty (30) days, retaining only the delivered Leverage Map and records required for legal/accounting purposes.
• Individual interview responses are reported to Client in aggregated/synthesized form in the Leverage Map; Advisor will not attribute specific statements to named employees except where the participant consents or attribution is inherent to the finding.

6. Ownership

Upon payment in full, the Leverage Map and readout materials are Client’s to keep and use internally without restriction. Advisor retains ownership of its pre-existing methods, templates, prompts, and systems, including the Leverage Library and its contents; artifacts Client produces using Library materials are Client’s.

7. Nature of services; no professional advice

The Audit is business advisory work. It is not legal, tax, accounting, investment, or engineering advice, and no professional-client relationship of those kinds is created. Estimates in the Leverage Map are good-faith projections from information provided, not guarantees of results.

8. Advisory only: no implementation obligation

The Audit does not include building, deploying, operating, or supporting any system. Any implementation work occurs only under a separate agreement (e.g., the 90-Day Sprint agreement).

9. Limitation of liability

Each party’s total liability under this Agreement is capped at the Audit fee paid. Neither party is liable for indirect, incidental, consequential, or punitive damages. Nothing limits liability for willful misconduct or breach of §5.

10. General

Independent contractors; no partnership or employment. Neither party may use the other’s name in marketing without written consent (a separate case-study consent may be signed for founding clients). Governing law: State of Iowa; exclusive venue in the state and federal courts located in Iowa. Entire agreement; amendments in writing. Either party may terminate before the deep-dive occurs for a full refund; after work begins, the Guarantee in §3 governs refunds.