Onboarding Program Design

Our Process: How We Work Together

Step 1: Discovery & Alignment Every great partnership starts with clear alignment. Upon booking, you will receive an email with a comprehensive discovery questionnaire to gather essential details about your current HR pain points, business goals, and timeline. This ensures our expertise perfectly aligns with your specific needs right from the start.

Step 2: The Scope of Work (SOW) & Agreement You will be provided a detailed Scope of Work (SOW) that clearly outlines the exact deliverables, timelines, and out-of-scope boundaries. Once you sign the SOW, your project is officially secured on the calendar.

Step 3: Secure Information Gathering Your time is valuable, so the onboarding is kept highly organized. You will receive a clear checklist and instructions for securely submitting the specific documents that are needed from you to begin—such as your old employee handbook, current job descriptions, or existing policies. These materials will be thoroughly reviewed before work begins.

Step 4: Strategy, Drafting & Collaboration This is where the heavy lifting happens. You will be kept updated on progress at key milestones so you are never left wondering where your project stands, but your inbox won't be bombarded with unnecessary questions either.

Step 5: Review & Refine Once the initial draft or strategy is complete, the draft will be sent over for to you to review with your team. Because it is important for the final product to fit your company culture perfectly, project-based services include up to two (2) rounds of consolidated revisions. This is where collaboration takes place to tweak the tone, adjust policies, and finalize the details.

Step 6: Final Delivery & Handoff Upon final approval, all your finalized assets will be delivered. You will receive clean, organized files (typically in both PDF and editable Word formats) so you have full ownership of your documents.

Ascend HR Solutions values transparency and clear expectations. This Refund Policy explains how refunds are handled for HR consulting services and products:

Consulting Services

Due to the nature of HR consulting services—including time-based work, customized guidance, and professional expertise—all consulting fees are non-refundable once services have been provided.

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This includes, but is not limited to:

• Consultations (virtual or in-person)

• HR audits or assessments

• Policy development or handbook creation

• Ongoing or fractional HR support

Cancellations & Rescheduling

If you need to cancel or reschedule a scheduled consultation, we ask that you provide at least 24 hours’ notice.​

• Cancellations made with at least 24 hours’ notice may be rescheduled without penalty.

• Cancellations made with less than 24 hours’ notice, or failure to attend a scheduled session, may result in forfeiture of the session fee.

• Missed sessions are not eligible for a refund

Prepaid Packages / Services

For prepaid consulting packages or service:

• Services are non-refundable once any portion of the package / service has been used.

• Unused services may expire if not used within the timeframe outlined in your service agreement.

• Package-specific terms will be provided at the time of purchase or engagement.

Specific refund terms for packages will be outlined in your service agreement, if applicable.

Digital Products

Digital products—including downloadable templates, guides, workbooks, checklists, or online resources—are non-refundable due to their immediate access and delivery.

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If you experience technical issues accessing a digital product, please contact us and we will work to resolve the issue promptly.

Exceptional Circumstances

Refund requests due to extraordinary circumstances may be reviewed on a case-by-case basis. Approval of any refund is not guaranteed and will be determined at our sole discretion.

Chargebacks & Disputes

By purchasing services or digital products, you agree to contact Ascend HR Solutions directly to resolve any billing concerns prior to initiating a chargeback with your financial institution.

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Unauthorized chargebacks may result in suspension of services and access to digital products.

I love the work I do, and I deeply believe in the quality behind these HR services. However, with the advice of trusted legal counsel it must be made clear: I do not guarantee or warrant specific business results, increased employee retention, or financial growth. Every company has its own unique structure, leadership, and operational flow. Additionally, while I provide robust, legally aligned frameworks, I am not an employment attorney, and my services do not constitute official legal advice. I always recommend having your final documents reviewed by your own legal counsel to ensure total protection.