Refund & cancellation policy

Last updated: 7 August 2026

This policy applies to paid consulting engagements with Data Progressive (reviews, cash planning projects, reporting packs, and retainers). It does not cover third-party products we do not sell.

Eligibility

Refunds are considered when:

• We cancel an engagement before meaningful work begins
• A discovery-scoped engagement cannot proceed because we decline the work after commencement for reasons within our control
• A prepaid monthly period is unused because we suspend service without cause

Refunds are generally not available when:

• You change your mind after document review or working sessions have started
• You fail to provide agreed documents within a reasonable time and we must close the file
• You disagree with findings or commercial recommendations after delivery of the agreed summary
• Hours within a retainer were available but unused by you

Timeframe to request

Contact us within 14 days of the invoice or event giving rise to the request. Later requests are considered only in exceptional circumstances.

Full or partial refunds

• Full refund of amounts paid may apply if we cancel before kickoff or cannot deliver the agreed scope for reasons solely within our control.
• Partial refund may apply if only part of a fixed-fee project remains undelivered; the portion reflecting completed analysis or sessions is retained.
• Deposits: Commencement payments (typically 50%) are applied to work performed. If you cancel after kickoff, the deposit is non-refundable to the extent work has begun; unused balance of any further prepayment may be refunded.

Non-refundable items

• Completed working sessions and delivered written summaries
• Third-party costs expressly agreed in advance (for example, travel booked at your request)
• Discovery calls (no fee charged)

Cancellation and rescheduling

• You may reschedule a working session with at least 48 hours’ notice at no charge.
• Late cancellations or no-shows may forfeit that session within a fixed-fee project or consume retainer hours.
• Either party may cancel a month-to-month retainer with 30 days’ written notice; prepaid unused full months after the notice period are refundable.

Work already started

Once document review or analysis has commenced, fees reflect time invested even if you elect not to attend remaining sessions. We will still provide a brief status note of work completed.

Refund process

1. Email info@data-progressive.digital with your name, invoice number, and reason.
2. We confirm eligibility within five business days.
3. Approved refunds are processed to the original payment method within 10 business days of approval.

Contact for refund requests

Data Progressive
Level 7, 1 Albert Street, Auckland 1010
Phone: +64 9 555 6740
Email: info@data-progressive.digital