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The PEP Institute™

Terms of Service for clarity, coherence, and trust.

These Terms of Service explain how you may access and use The PEP Institute™ website, assessments, coaching-related experiences, educational materials, digital tools, programs, portals, products, services, and communications.

Effective Date: January 1, 2026

Our posture

We believe clarity protects the work, the client, the practitioner, and the integrity of the journey. These Terms are designed to be practical, respectful, and clear so every person engaging with The PEP Institute™ understands the nature of our services, the boundaries of our work, and the responsibility each participant carries in their own personal excellence journey.

01

We serve with purpose.

Our tools, sessions, programs, and experiences are designed for awareness, alignment, reflection, and next movement.

02

We protect the work.

Our intellectual property, language, frameworks, assessments, and materials must be honored and used only as permitted.

03

We honor responsibility.

Clients and participants are responsible for their choices, participation, reflection, and implementation.

04

We keep clear boundaries.

Our work is educational, developmental, reflective, and coaching-related. It is not medical, clinical, legal, or financial advice.

1. Acceptance of These Terms

By visiting our website, submitting a form, taking an assessment, purchasing a product or service, scheduling a session, joining a portal, participating in a program, downloading materials, or engaging with The PEP Institute™ in any way, you agree to these Terms of Service.

If you do not agree with these Terms, please do not use our website, purchase our services, participate in our offerings, or access our materials.

2. Who We Are

The PEP Institute™ provides personal development, leadership development, coaching-related, educational, reflective, and wisdom-based tools, services, programs, assessments, content, and experiences.

Our work may include the Personal Excellence Profile Assessment™, Personal Excellence Profile™ debriefs, executive alignment experiences, coach practitioner certification, workshops, digital products, memberships, portals, courses, SaaS or SaaSS-related tools, and other current or future offerings developed by The PEP Institute™.

3. Nature of Our Services

The PEP Institute™ offers tools and experiences designed to support awareness, alignment, perception, reflection, communication, decision-making, leadership, personal excellence, and next movement.

Our assessments and experiences are not intended to permanently define who you are. They are designed to support current-state reflection and insight. The Personal Excellence Profile™ is a diagnostic mirror for awareness and alignment, not a clinical diagnosis or fixed identity label.

4. Not Medical, Clinical, Legal, or Financial Advice

The PEP Institute™ does not provide medical advice, mental health treatment, therapy, psychological diagnosis, legal advice, financial advice, or clinical services.

Our assessments, sessions, programs, writings, communications, and materials are for educational, developmental, coaching-related, leadership, and personal growth purposes only.

If you need medical, mental health, legal, financial, or therapeutic support, please consult a qualified licensed professional.

5. Assessments, Results, and Interpretations

Assessment results, including results from the Personal Excellence Profile Assessment™, Glow Up™, Produce & Deliver™, Frequency of Feelings™, or other tools, are provided for reflection, development, and educational use.

Results may be influenced by your current state, self-perception, honesty, season of life, emotional context, professional environment, relational patterns, and personal interpretation of the questions.

The PEP Institute™ does not guarantee that any assessment result will be complete, permanent, predictive, or universally applicable to every situation. Results are intended to support deeper awareness and aligned conversation.

6. Purchases, Payments, and Pricing

Payment is required at the time of purchase unless otherwise stated in writing. Prices are listed in U.S. dollars unless another currency is clearly indicated.

The PEP Institute™ may offer products, services, programs, debriefs, sessions, courses, memberships, certifications, events, or special offers at different price points. Pricing may change at any time.

Any special pricing, limited-time offer, bonus, promotional rate, or group opportunity is subject to the terms stated at the time of purchase.

7. Scheduling, Attendance, and Rescheduling

When you purchase a private session, debrief, coaching-related experience, consultation, program, or other scheduled service, you are responsible for booking and attending your session according to the instructions provided.

We ask that you provide at least 24 hours’ notice when rescheduling a private session whenever possible. Missed sessions, late arrivals, or no-shows may be considered forfeited at the discretion of The PEP Institute™.

The PEP Institute™ reserves the right to reschedule a session due to illness, emergency, technical issue, scheduling conflict, or other business need. When this occurs, we will make reasonable efforts to provide a new session time.

8. Refunds, Cancellations, and Credits

Unless otherwise stated in writing for a specific offer, all purchases are considered final once payment has been submitted.

Due to the nature of digital products, assessments, downloadable materials, private debriefs, coaching sessions, memberships, courses, certifications, and limited-capacity experiences, refunds may not be available after purchase, access, delivery, or scheduling.

The PEP Institute™ may, at its sole discretion, offer a reschedule, credit, transfer, or alternative accommodation when appropriate. Any exception must be confirmed in writing.

9. Digital Products, Courses, Portals, and Memberships

Digital products, courses, memberships, downloads, private portals, videos, worksheets, guides, frameworks, and other materials are provided for your personal or approved professional use only.

Access may be limited by time, program terms, membership status, payment status, platform availability, or other conditions connected to the specific offer.

You may not share login information, distribute private materials, copy course content, record private sessions, reproduce downloads, or allow unauthorized access to any paid or protected material.

10. Coach Practitioner Certification and Professional Use

Certification, practitioner training, licensing, or professional use of The PEP Institute™ frameworks, language, assessments, tools, or methodology is governed by the specific agreement, training terms, certification requirements, or license terms provided for that offering.

Completion of a training or program does not automatically grant ownership, unrestricted use, sublicensing rights, resale rights, or authority to modify, reproduce, teach, certify others in, or create derivative works from The PEP Institute™ intellectual property.

11. Intellectual Property

All content, language, concepts, frameworks, assessments, names, marks, materials, graphics, videos, audio, documents, downloads, debrief processes, certification materials, course content, website copy, methodology, and related intellectual property are owned by The PEP Institute™ or its licensors unless otherwise stated.

This includes, but is not limited to, The PEP Institute™, Personal Excellence Profile™, Personal Excellence Profile Assessment™, PEP-related frameworks, diagnostic mirrors, recalibration language, Perception Infrastructure™, and other proprietary tools, names, and materials.

You may not copy, reproduce, modify, publish, distribute, teach, transmit, resell, reverse-engineer, imitate, commercialize, or create derivative works from our intellectual property without written permission.

12. User Submissions and Communications

When you submit information through forms, assessments, applications, comments, emails, SMS, community spaces, portals, or other communication channels, you represent that the information you provide is accurate to the best of your knowledge and that you have the right to share it.

You agree not to submit unlawful, harmful, abusive, defamatory, infringing, misleading, or unauthorized content through our platforms.

By submitting testimonials, feedback, comments, or success stories, you may give The PEP Institute™ permission to review, respond to, and, with appropriate consent where needed, use such feedback in connection with our business, marketing, service improvement, or client experience.

13. Email, SMS, and Communications

When you submit a form, make a purchase, schedule a session, join a list, or engage with our services, you may receive transactional communications related to your inquiry, purchase, booking, reminders, service delivery, account access, or follow-up.

You may also receive marketing or educational communications where permitted by law or where you have provided consent. You may unsubscribe from marketing emails or opt out of SMS messages according to the instructions provided in those communications.

14. Third-Party Platforms and Tools

The PEP Institute™ may use trusted third-party platforms to support payments, scheduling, forms, automation, email, SMS, analytics, hosting, assessments, portals, digital delivery, and client support.

These platforms may include GoHighLevel, Stripe or other payment processors, Calendly or other scheduling tools, Google Analytics or similar analytics tools, and other systems we may adopt as our work evolves.

We are not responsible for interruptions, errors, policies, privacy practices, outages, platform changes, or service limitations of third-party providers.

15. No Guarantee of Results

The PEP Institute™ is committed to offering thoughtful, high-integrity tools, experiences, and support. However, we do not guarantee any specific result, transformation, breakthrough, income, business outcome, relationship change, leadership outcome, emotional state, opportunity, certification outcome, or personal result.

Your results depend on many factors, including your participation, honesty, choices, implementation, context, timing, support systems, capacity, and personal responsibility.

16. Respectful Use of Our Website and Platforms

You agree to use our website, forms, portals, communities, tools, and services respectfully and lawfully. You may not attempt to disrupt, damage, hack, scrape, reverse-engineer, overload, copy, misuse, or interfere with our platforms, content, services, or systems.

We reserve the right to restrict, suspend, or terminate access to our website, portals, services, programs, or materials if we believe these Terms have been violated or if continued access would compromise the integrity, safety, or operation of our work.

17. Limitation of Liability

To the fullest extent permitted by law, The PEP Institute™ and its owners, leaders, team members, contractors, affiliates, practitioners, coaches, representatives, and service providers shall not be liable for indirect, incidental, special, consequential, punitive, or exemplary damages arising out of or related to your use of our website, assessments, products, services, programs, materials, communications, or third-party platforms.

Your use of our website, services, products, assessments, programs, materials, and platforms is at your own discretion and responsibility.

18. Indemnification

You agree to indemnify and hold harmless The PEP Institute™ and its owners, leaders, team members, contractors, affiliates, practitioners, coaches, representatives, and service providers from claims, damages, losses, liabilities, expenses, and costs arising from your violation of these Terms, misuse of our materials, unlawful conduct, infringement of rights, or improper use of our website, services, assessments, products, or platforms.

19. Privacy

Your use of our website and services is also governed by our Privacy Policy. Please review it to understand how we collect, use, store, and protect information.

View The PEP Institute™ Privacy Policy

20. Changes to These Terms

We may update these Terms of Service as our website, tools, offers, services, platforms, legal obligations, and business practices evolve. The most current version will be posted on this page with the effective date.

Continued use of our website, services, platforms, products, or materials after changes are posted means you accept the updated Terms.

21. Governing Law

These Terms of Service are governed by the laws of the State of Georgia, without regard to conflict of law principles, unless applicable law requires otherwise.

22. Contact Us

For questions about these Terms of Service, please contact The PEP Institute™ through the contact page.

Contact The PEP Institute™