Refund Policy
Clear refund rules for professional advisory work.
BA Advisory Desk provides professional advisory capacity, document review, synthesis, and Business Analysis deliverables. Refund eligibility depends on purchase type, work stage, reserved capacity, credit usage, and the terms accepted at checkout, invoice, or proposal.
1. When Work Begins
Work begins when any triage, scoping, planning, workspace setup, file review, source-material review, advisory analysis, communication, deliverable drafting, quality review, or capacity reservation starts for a request, subscription, package, or custom scope.
2. Before Work Begins
If no work has begun and no advisory capacity has been reserved, you may request cancellation and refund review by contacting support. Approved refunds may exclude non-recoverable payment processor fees, bank fees, currency conversion differences, taxes, or administrative costs where permitted.
3. After Work Begins
Once work begins, fees are generally non-refundable because professional time and advisory capacity have been committed. Dissatisfaction alone does not create an automatic refund where work was performed according to the accepted scope. If there is a delivery concern, BA Advisory Desk may offer a correction, clarification, replacement, partial credit, or another remedy at its discretion.
4. Deliverable Corrections
Delivery concerns should be reported within seven business days unless a different review period is agreed in writing. Corrections apply to clear errors, omissions, or misalignment with the agreed scope. New requirements, new source material, changed business direction, added stakeholders, or expanded deliverables require a new request, additional credits, or a custom scope.
5. Monthly Plans
Monthly plan fees cover reserved advisory capacity, workspace management, request handling, and included Advisory Credits for the billing period. Monthly fees are not prorated once the billing period begins. Cancellation stops future renewals; it does not automatically refund the current period. Unused monthly credits expire according to plan terms and are not redeemable for cash.
6. Advisory Credit Top Ups
Top-up credits are service-use credits, not cash balances. They are non-refundable once used, reserved, expired, associated with active work, or otherwise committed. Credit top ups expire 30 days after purchase unless a written custom arrangement says otherwise. If a refund is approved for a payment that added credits, unused credits tied to that payment may be removed or adjusted.
7. Fixed Packages And Requirements Rescue Work
Fixed packages, including Requirements Rescue Sprint style work, become generally non-refundable once intake review, triage, planning, analysis, delivery work, or capacity reservation begins. If required materials are late, incomplete, inaccessible, inaccurate, or materially changed, timelines may pause and fees remain subject to the work-stage rules above.
8. Custom Advisory Work
Custom advisory engagements follow the accepted proposal, order form, or invoice. Deposits, milestone payments, and upfront custom scope payments are generally non-refundable once work or capacity reservation begins unless the accepted custom document states otherwise. If custom terms conflict with this policy, the more specific accepted custom terms control.
9. Billing Errors, Disputes, And Chargebacks
If you believe you were charged incorrectly, contact support before initiating a payment dispute. Verified duplicate charges or billing errors will be reviewed and corrected. If a chargeback or payment dispute is opened, BA Advisory Desk may suspend workspace access, pause delivery, remove disputed credits, preserve relevant records, and provide evidence to the payment processor.
10. Approved Refunds
Approved refunds are returned to the original payment method where possible. Processing time depends on Stripe, the payment provider, and the client bank. Refunds may affect workspace access, delivered files, active requests, subscription status, and Advisory Credit balances.
11. Non-Refundable Items
- Work already started, completed, reserved, or delivered.
- Used, reserved, expired, or active-work Advisory Credits.
- Current monthly billing periods after the period begins.
- Custom deposits or milestones after work or capacity reservation begins.
- Payment processor fees, bank fees, currency conversion differences, administrative costs, and taxes unless legally required.
- Delays, rework, or scope changes caused by incomplete, late, inaccurate, unauthorized, or changing client inputs.
12. How To Request A Refund Review
Email support@baadvisorydesk.com with the account email, company name, invoice or payment date, payment amount, package/subscription/credit purchase, relevant request or deliverable reference, and the reason for the request. Submitting a request does not guarantee refund approval.