Terms of Service

Sunshine Matter, LLC

Effective Date: August 14, 2026

Last Updated: August 14, 2026

These Terms of Service (“Terms”) govern your access to and use of the websites, landing pages, forms, scheduling tools, payment functions, content, communications, and services made available by Sunshine Matter, LLC (“Sunshine Matter,” “we,” “us,” or “our”).

These Terms apply to Sunshine Matter’s primary website at www.sunshinematter.com, related subdomains including intelligence.sunshinematter.com, and other websites, landing pages, booking pages, and digital experiences operated by or on behalf of Sunshine Matter (collectively, the “Sites”).

By accessing or using the Sites, submitting a form, scheduling an appointment, purchasing a service, or otherwise engaging with Sunshine Matter’s online services, you acknowledge and agree to these Terms.

If you are acting on behalf of a business, organization, institution, or other entity, you represent that you have authority to act on its behalf as applicable.

1. About Sunshine Matter

Sunshine Matter is a brand architecture and organizational design firm rooted in the principle that culture is infrastructure.

Our work may include, among other services:

• Culture intelligence and organizational diagnostics;

• Organizational design;

• Brand architecture and strategic branding;

• Managing Differences™ services;

• Leadership and organizational advisory services;

• Workshops and facilitated experiences;

• Strategy development;

• Research and analysis;

• Content and experience design;

• Culture activation;

• Consulting and advisory engagements; and

• Related professional services.

Specific services, deliverables, schedules, responsibilities, fees, and engagement requirements may be described in a:

• Landing page;

• Booking or checkout page;

• Proposal;

• Statement of work;

• Engagement agreement;

• Invoice;

• Written scope;

• Service-specific policy; or

• Other written agreement between Sunshine Matter and the client.

2. Relationship Between These Terms and Client Agreements

These Terms establish the general conditions governing the use of Sunshine Matter’s Sites and services.

Certain engagements may also be governed by a proposal, statement of work, engagement agreement, nondisclosure agreement, booking policy, or other written agreement.

If a specific written agreement conflicts with these general Terms regarding a particular engagement, the more specific written agreement will control with respect to that engagement.

For the Culture Capacity Diagnostic, the Culture Capacity Diagnostic Booking, Payment, Cancellation & Rescheduling Policy is incorporated into these Terms by reference. If that policy contains more specific provisions concerning the Diagnostic, those provisions will control with respect to the Diagnostic.

3. Website Use Does Not Automatically Create a Client Relationship

Accessing a Sunshine Matter website, downloading information, completing an inquiry form, scheduling an introductory conversation, participating in a consultation, or otherwise contacting Sunshine Matter does not by itself create an ongoing consulting or client relationship.

A professional engagement begins when Sunshine Matter accepts a paid booking or when Sunshine Matter and the client otherwise agree to an engagement through a proposal, statement of work, engagement agreement, written confirmation, or other mutually accepted arrangement.

Sunshine Matter may decline a prospective engagement when appropriate, subject to applicable law.

4. Eligibility and Authority

You agree to provide accurate and complete information when submitting forms, scheduling appointments, making purchases, or entering into an engagement with Sunshine Matter.

If you act on behalf of an organization, you represent that you are authorized to provide the information submitted and, where applicable, to enter into agreements or make purchasing decisions on behalf of that organization.

Individuals under 18 may not independently purchase Sunshine Matter services or enter into binding agreements unless permitted by applicable law and appropriately authorized by a parent, legal guardian, organization, or other authorized adult.

Sunshine Matter’s websites are not directed to children under 13.

5. Appointments and Scheduling

You agree to provide accurate contact and scheduling information when booking an appointment.

Appointment availability is subject to change.

Sunshine Matter may reasonably adjust or reschedule appointment times when circumstances require.

Cancellation, rescheduling, late-arrival, and no-show terms may vary by service and may be stated:

• On the applicable booking page;

• At checkout;

• In your booking confirmation;

• In a service-specific policy;

• In a proposal or statement of work; or

• In another written agreement.

Where a service-specific cancellation or rescheduling policy applies, that policy forms part of your agreement with Sunshine Matter.

6. Fees and Payment

Certain Sunshine Matter services require payment.

The applicable price, payment schedule, and payment requirements will be displayed or communicated before payment is due through the relevant webpage, checkout page, invoice, proposal, statement of work, or engagement agreement.

By submitting payment, you represent that:

• The payment and billing information you provide is accurate;

• You are authorized to use the selected payment method; and

• You authorize the applicable charges associated with your purchase or engagement.

Payments may be processed through third-party payment providers, including Stripe.

Where required, you are responsible for applicable taxes, fees, or other amounts identified at checkout or in your engagement agreement.

Unless otherwise stated in writing, fees are quoted in U.S. dollars.

7. Culture Capacity Diagnostic

The Culture Capacity Diagnostic (“Diagnostic”) is a focused professional consulting engagement designed to provide analysis, insight, prioritization, and recommendations concerning an organization’s culture and organizational capacity based on information available during the engagement.

The current investment for the Diagnostic will be displayed on the applicable booking or checkout page.

Where the Diagnostic is offered at $2,500, full payment of $2,500 is required at the time of booking to reserve the engagement.

7.1 Booking and Preparation Amount

Of the $2,500 amount paid, $625, representing 25% of the total service fee, is designated as a nonrefundable Booking and Preparation Amount.

The Booking and Preparation Amount reflects Sunshine Matter’s reservation of professional capacity and preliminary preparation associated with the engagement.

The $625 Booking and Preparation Amount is:

• Included within the $2,500 Diagnostic fee;

• Not an additional initial charge; and

• Subject to the cancellation provisions below.

Except where otherwise required by applicable law, the Booking and Preparation Amount is nonrefundable.

8. Culture Capacity Diagnostic Cancellation Policy

8.1 Cancellation With at Least 72 Hours’ Notice

If a client cancels the Diagnostic at least 72 hours before the scheduled start time identified in the booking confirmation, Sunshine Matter will refund $1,875 of the original $2,500 payment.

The remaining $625 Booking and Preparation Amount will be retained.

8.2 Late Cancellation

If a client cancels less than 72 hours before the scheduled start time, Sunshine Matter will retain 50% of the total Diagnostic fee.

For a $2,500 Diagnostic:

• Sunshine Matter will retain $1,250; and

• The client will receive a $1,250 refund.

The $1,250 retained amount includes the $625 Booking and Preparation Amount. The amounts are not cumulative or added together.

9. Culture Capacity Diagnostic Rescheduling

9.1 Complimentary Reschedule

A client may reschedule the Diagnostic one time without an additional charge if Sunshine Matter receives the rescheduling request at least 72 hours before the scheduled start time.

The original payment will transfer to the new appointment.

The rescheduled appointment will be subject to Sunshine Matter’s available appointment dates and times.

9.2 Late Rescheduling

A request to reschedule received less than 72 hours before the scheduled start time is considered a late rescheduling request.

If Sunshine Matter agrees to the late rescheduling request, a $625 late-rescheduling charge will be due before the replacement appointment is confirmed.

The late-rescheduling charge is separate from the original $2,500 payment because Sunshine Matter reserved the original appointment time and was no longer able to make that capacity available to another client.

9.3 Additional Rescheduling Requests

Only one complimentary reschedule is included.

A second or subsequent rescheduling request may be treated as a cancellation and new booking.

Sunshine Matter may make reasonable exceptions in its discretion when circumstances warrant.

An exception made in one circumstance does not amend these Terms or require Sunshine Matter to make the same exception in another circumstance.

10. Culture Capacity Diagnostic No-Shows

If a client does not attend the scheduled Diagnostic and has not provided advance notice, the appointment will be considered a no-show.

Except where otherwise required by applicable law:

• The no-show is nonrefundable;

• Sunshine Matter will retain the full $2,500 payment; and

• A new Diagnostic appointment will require a new booking and payment unless Sunshine Matter agrees otherwise in writing.

11. Emergencies and Exceptional Circumstances

Sunshine Matter recognizes that genuine emergencies and exceptional circumstances may occur.

Sunshine Matter may, in its discretion, waive or modify a cancellation or rescheduling charge when circumstances reasonably warrant.

Any accommodation or exception is considered a courtesy based on the specific circumstances and does not modify these Terms or create a continuing obligation to provide the same accommodation in the future.

12. Cancellation or Rescheduling by Sunshine Matter

If Sunshine Matter needs to reschedule a paid Diagnostic or other appointment, the client will be offered a reasonable alternative appointment at no additional charge.

If Sunshine Matter cancels a paid Culture Capacity Diagnostic and the client does not wish to reschedule, Sunshine Matter will provide a full refund of the $2,500 amount paid.

For other paid services, the applicable engagement agreement or service-specific policy will govern Sunshine Matter-initiated cancellations.

13. Refund Processing

Approved refunds will generally be returned to the original payment method whenever reasonably possible.

Processing and posting times may depend on the payment processor, card issuer, banking institution, or other financial intermediary.

Sunshine Matter is not responsible for delays caused solely by a financial institution or payment provider after Sunshine Matter has properly initiated an approved refund.

14. Client Responsibilities

To enable Sunshine Matter to provide services effectively, clients agree to:

• Provide reasonably accurate, timely, and complete information;

• Provide requested materials, information, feedback, approvals, and access within agreed timelines;

• Ensure they have the right and authority to provide materials or information submitted to Sunshine Matter;

• Identify information requiring special confidentiality, security, or privacy treatment;

• Obtain necessary permissions, notices, authorizations, or consents relating to employees, participants, stakeholders, customers, or other individuals whose information may be provided;

• Designate appropriate decision-makers or points of contact where required;

• Review deliverables and provide feedback within agreed timelines; and

• Use Sunshine Matter’s work responsibly and in accordance with applicable law.

Client delays in providing information, access, decisions, feedback, or approvals may affect project schedules, deliverables, or completion dates.

15. Confidential and Organizational Information

Sunshine Matter engagements may involve organizational, strategic, cultural, leadership, employee, stakeholder, research, branding, or other business information.

Specific confidentiality obligations may be governed by an applicable:

• Nondisclosure agreement;

• Proposal;

• Statement of work;

• Engagement agreement; or

• Other written agreement.

You should not submit highly sensitive, regulated, confidential, proprietary, or security-sensitive information through a general inquiry form unless Sunshine Matter has requested the information and an appropriate method of transmission has been established.

16. Client Materials

“Client Materials” means information, data, documents, trademarks, logos, branding, content, research, records, intellectual property, or other materials provided by or on behalf of a client to Sunshine Matter.

As between Sunshine Matter and the client, the client retains ownership of its Client Materials.

The client grants Sunshine Matter the rights reasonably necessary to access, review, reproduce, analyze, modify, or otherwise use the Client Materials solely as necessary to perform the applicable engagement.

The client represents that it has the rights and authority necessary to provide the Client Materials to Sunshine Matter for the intended purposes.

17. Final Client Deliverables

Subject to full payment of all amounts due for the applicable engagement, the client will own the final bespoke deliverables specifically created for that client and expressly identified as final client deliverables in the applicable engagement.

Depending on the engagement, Final Client Deliverables may include customized:

• Reports;

• Findings;

• Recommendations;

• Organizational strategies;

• Culture assessments;

• Implementation recommendations;

• Written content;

• Experience-design materials;

• Brand-related deliverables;

• Organizational artifacts; or

• Other final work expressly designated as client-owned.

Ownership of Final Client Deliverables transfers only after Sunshine Matter has received full payment for the applicable engagement unless otherwise stated in writing.

18. Sunshine Matter Background Intellectual Property

Sunshine Matter retains all right, title, and interest in its Background Intellectual Property.

“Background Intellectual Property” means intellectual property, materials, knowledge, tools, systems, methodologies, frameworks, concepts, processes, know-how, techniques, designs, templates, models, research methods, diagnostic approaches, scoring methodologies, reusable components, technologies, training materials, and other proprietary assets that:

• Existed before a particular client engagement;

• Were developed independently of the client’s engagement;

• Are generally applicable across multiple clients or engagements; or

• Represent Sunshine Matter’s underlying professional methodologies, systems, or expertise.

Sunshine Matter Background Intellectual Property includes, where applicable:

• The CI Operating System™;

• Managing Differences™;

• The underlying Culture Capacity Diagnostic methodology;

• Proprietary diagnostic methods;

• Scoring or assessment methodologies;

• Frameworks and models;

• Templates and reusable tools;

• Research methodologies;

• Internal processes;

• Facilitation approaches;

• Analytical structures;

• Proprietary know-how; and

• Improvements, refinements, or adaptations to Sunshine Matter’s underlying methodologies that are not uniquely identifiable as the client’s confidential information.

Nothing in these Terms or in the transfer of Final Client Deliverables transfers ownership of Sunshine Matter’s Background Intellectual Property unless Sunshine Matter expressly agrees otherwise in a written agreement signed by an authorized representative.

19. Background Intellectual Property Embedded in Client Deliverables

A Final Client Deliverable may incorporate or depend upon Sunshine Matter’s Background Intellectual Property.

Where Background Intellectual Property is incorporated into a Final Client Deliverable that the client owns, Sunshine Matter grants the client a perpetual, non-exclusive, non-transferable except in connection with the permitted transfer of the client’s business, royalty-free license to use the incorporated Background Intellectual Property as reasonably necessary to use and benefit from the Final Client Deliverable for the client’s internal organizational and business purposes.

This license does not transfer ownership of the underlying Sunshine Matter Background Intellectual Property.

Unless expressly authorized in writing, the client may not extract, separately commercialize, sell, sublicense, distribute, publish, reproduce for external commercial purposes, or represent Sunshine Matter’s Background Intellectual Property as the client’s independently developed methodology or intellectual property.

20. Drafts, Working Materials, and Unused Concepts

Unless otherwise expressly stated in a written engagement agreement, Sunshine Matter retains ownership of:

• Drafts;

• Preliminary concepts;

• Internal analyses;

• Internal notes;

• Working files;

• Diagnostic mechanics;

• Unused concepts;

• Research processes;

• Internal tools;

• Templates;

• Development materials; and

• Other working materials not expressly identified as Final Client Deliverables.

Sunshine Matter is not required to provide internal working files, notes, development materials, or proprietary tools unless expressly included in the applicable scope of work.

21. Sunshine Matter Website and Brand Intellectual Property

The Sunshine Matter Sites and their content—including text, graphics, branding, designs, photographs, audiovisual materials, frameworks, methodologies, trademarks, service marks, logos, and other original content—are owned by or licensed to Sunshine Matter and are protected by applicable intellectual-property laws.

You may view publicly available Sunshine Matter content for personal or internal informational purposes.

Unless Sunshine Matter provides written permission, you may not:

• Reproduce or republish substantial portions of Sunshine Matter content;

• Sell or commercially redistribute Sunshine Matter materials;

• Present Sunshine Matter methodologies or frameworks as your own;

• Remove copyright, trademark, attribution, or proprietary notices;

• Create unauthorized derivative commercial products from Sunshine Matter proprietary materials; or

• Use Sunshine Matter trademarks, branding, or intellectual property in a manner likely to imply an unauthorized affiliation, endorsement, partnership, or sponsorship.

22. Artificial Intelligence-Assisted Technologies

Sunshine Matter may use artificial-intelligence-assisted technologies as part of its business operations or certain professional services.

These technologies may support activities such as:

• Research;

• Information organization;

• Pattern recognition;

• Analysis;

• Ideation;

• Content development;

• Administrative functions;

• Customer interactions; or

• Other operational or consulting functions.

AI-assisted technology is a supporting tool and does not eliminate the role of human professional judgment in Sunshine Matter’s consulting work.

AI-generated or AI-assisted outputs may contain inaccuracies, limitations, or incomplete information and should be evaluated in context.

Clients should not provide highly sensitive personal information, confidential third-party information, regulated information, trade secrets, security credentials, or similarly sensitive materials through an AI-enabled feature unless the disclosure has been authorized and Sunshine Matter has confirmed the appropriate process for handling that information.

Project-specific requirements concerning AI use and confidential client information may be addressed in the applicable engagement agreement.

23. No Guaranteed Results

Sunshine Matter provides professional strategy, analysis, facilitation, consulting, organizational design, brand architecture, culture intelligence, and related services intended to help clients better understand conditions, identify opportunities, establish priorities, and make informed decisions.

Organizational and business outcomes depend on numerous factors outside Sunshine Matter’s control.

Accordingly, Sunshine Matter does not promise or guarantee specific:

• Revenue or profitability results;

• Financial outcomes;

• Employee engagement levels;

• Employee retention or attrition outcomes;

• Organizational performance;

• Cultural change;

• Leadership outcomes;

• Brand performance;

• Market performance;

• Customer behavior;

• Operational outcomes; or

• Other business results.

Past results, case studies, testimonials, examples, metrics, or descriptions of prior engagements are illustrative and do not guarantee that another client will achieve the same or similar results.

24. Professional Information Disclaimer

Information provided through Sunshine Matter’s websites, articles, presentations, forms, resources, educational materials, newsletters, or general communications is provided for informational, educational, or professional-development purposes.

Unless expressly agreed in a separate written engagement, Sunshine Matter does not provide legal, tax, accounting, medical, investment, securities, mental-health, or other regulated professional advice.

You should consult an appropriately qualified or licensed professional concerning matters requiring specialized professional advice.

25. Third-Party Platforms and Services

Sunshine Matter may use or integrate with third-party platforms and services to operate its business and provide services.

These may include:

• Growth Hub 365 and underlying GoHighLevel technology;

• Stripe;

• Google Calendar;

• Email providers;

• Hosting and domain providers;

• Video-conferencing tools;

• Artificial-intelligence technologies; and

• Other operational or professional software.

Third-party products and services may be governed by their own terms, policies, security practices, availability, and service conditions.

Sunshine Matter does not control independent third-party platforms and is not responsible for their independent actions or omissions except where responsibility cannot lawfully be excluded or where Sunshine Matter expressly agrees otherwise in writing.

26. Acceptable Use

You may not use Sunshine Matter’s Sites or online services to:

• Violate applicable law or regulation;

• Engage in fraudulent, deceptive, or unlawful conduct;

• Attempt to gain unauthorized access to an account, system, network, or database;

• Introduce malware, malicious code, or harmful technology;

• Interfere with the operation or security of a Site;

• Impersonate another individual or organization;

• Submit materially false, fraudulent, or misleading information;

• Collect information about other users without appropriate authorization;

• Infringe intellectual-property, privacy, confidentiality, or other legal rights;

• Scrape, systematically extract, or reproduce proprietary Sunshine Matter materials for commercial purposes without authorization; or

• Use Sunshine Matter’s content, systems, or services in a manner inconsistent with these Terms.

27. Privacy

Your use of Sunshine Matter’s Sites and services is also subject to the Sunshine Matter Privacy Policy.

The Privacy Policy describes how Sunshine Matter collects, uses, discloses, and protects personal information.

By interacting with Sunshine Matter, you acknowledge that personal information may be handled as described in the Privacy Policy.

28. Email Communications

When you provide an email address to Sunshine Matter, you authorize Sunshine Matter to use that address for communications reasonably related to:

• Your inquiry;

• Appointment scheduling;

• Booking confirmations;

• Service administration;

• An active or prospective engagement; and

• Other communications permitted by applicable law.

Where applicable, marketing emails will provide a method for unsubscribing.

Opting out of marketing communications does not prevent Sunshine Matter from sending transactional, service-related, appointment-related, account-related, or legally required communications.

Sunshine Matter does not currently use SMS or text messaging for marketing communications.

29. Minors

Sunshine Matter’s Sites are not directed to children under 13, and Sunshine Matter does not knowingly solicit online purchases from children under 13.

Certain Sunshine Matter programs, experiences, workshops, research activities, or services may be appropriate for individuals under 18 when properly authorized or administered through a parent, legal guardian, school, organization, employer, or other appropriate responsible party.

An individual under 18 may not independently make a binding purchase or enter into an engagement with Sunshine Matter unless permitted by applicable law and appropriately authorized.

30. Disclaimer of Warranties

To the fullest extent permitted by applicable law, Sunshine Matter’s public Sites and general online content are provided on an “as available” basis.

Sunshine Matter does not warrant that:

• The Sites will always be uninterrupted or error-free;

• Every website function will always remain available;

• All general website information will always be complete or current; or

• General website information will be suitable for every user’s specific circumstances.

Nothing in this section reduces obligations expressly stated in a signed client agreement or excludes rights that cannot lawfully be waived.

31. Limitation of Liability

To the fullest extent permitted by applicable law, Sunshine Matter will not be liable for indirect, incidental, special, exemplary, punitive, or consequential damages arising solely from access to, use of, or inability to use its public Sites or general online content.

For paid professional engagements, any additional limitation-of-liability provisions applicable to the professional services may be stated in the applicable proposal, statement of work, or engagement agreement.

Nothing in these Terms excludes or limits liability that cannot lawfully be excluded or limited.

32. Indemnification

To the extent permitted by applicable law, you agree to be responsible for claims, losses, liabilities, damages, or reasonable expenses arising from:

• Your unlawful misuse of Sunshine Matter’s Sites;

• Your material violation of these Terms;

• Materials you provide without necessary ownership, authorization, permissions, or rights; or

• Your infringement of another person’s intellectual-property, privacy, confidentiality, or other legal rights.

Any broader project-specific indemnification obligations must be set forth in the applicable client agreement.

33. Governing Law

These Terms are governed by the laws of the District of Columbia, without regard to conflict-of-law principles, except where another jurisdiction’s law must apply.

Unless a different dispute-resolution procedure is stated in an applicable signed agreement, disputes concerning these Terms may be brought before a court of competent jurisdiction as permitted by applicable law.

Nothing in these Terms is intended to eliminate consumer rights or remedies that cannot lawfully be waived.

34. Changes to Services

Sunshine Matter may modify, improve, discontinue, replace, or change portions of its Sites, offerings, technology, or services from time to time.

Changes to an already contracted client engagement that materially affect scope, fees, responsibilities, or deliverables will be handled according to the applicable engagement agreement or through mutual written agreement where required.

35. Changes to These Terms

Sunshine Matter may update these Terms periodically to reflect changes in:

• Services;

• Business practices;

• Technology;

• Policies; or

• Legal or regulatory requirements.

When these Terms are updated, Sunshine Matter will revise the “Last Updated” date at the top of the document.

Material changes will apply prospectively except where otherwise permitted or required by applicable law.

36. Severability

If any provision of these Terms is determined by a court or other authority of competent jurisdiction to be invalid or unenforceable, that provision will be enforced to the maximum extent permitted, and the remaining provisions will remain in effect.

37. Waiver

Sunshine Matter’s failure to enforce a provision of these Terms on one occasion does not waive its right to enforce that provision or any other provision in the future.

Any waiver must be expressly stated and applies only to the particular circumstance for which it is given.

38. Assignment

You may not assign or transfer a paid engagement or your contractual rights or obligations to another party without Sunshine Matter’s prior written consent, except where applicable law provides otherwise.

Sunshine Matter may assign these Terms in connection with a merger, acquisition, reorganization, sale of substantially all business assets, or similar business transaction, subject to applicable law.

39. Entire Agreement

These Terms, together with the Sunshine Matter Privacy Policy and any applicable:

• Culture Capacity Diagnostic Booking, Payment, Cancellation & Rescheduling Policy;

• Proposal;

• Statement of work;

• Engagement agreement;

• Checkout terms;

• Invoice terms;

• Nondisclosure agreement; or

• Other written agreement

constitute the agreement applicable to the relevant interaction or engagement.

For paid client engagements, a more specific written agreement will control over these general Terms where the documents conflict concerning that engagement.

40. Contact Sunshine Matter

Questions regarding these Terms, a booking, payment, cancellation, or Sunshine Matter service may be directed to:

Sunshine Matter, LLC

Washington, DC

Email: [email protected]

Phone: 202-759-3774