Refund, Cancellation & Return Policy

SUCCEED Training Platform

At SUCCEED, we believe business should be built on strong relationships, clear expectations, and treating people fairly.

Because most of our products include immediate access to digital training, courses, videos, tools, downloadable resources, and other educational materials, digital products cannot be returned in the traditional sense. At the same time, we are not interested in using technicalities to deny reasonable requests or making customers jump through hoops when something goes wrong.

If you make a mistake, purchase the wrong product, experience a technical problem, or believe there is another reasonable reason we should consider a refund, contact us. We would rather have a conversation and find a fair solution.

The policies below apply to purchases made directly through SUCCEED unless different terms are clearly stated at the time of purchase or established through a separate written agreement.

🚀 1. Individual Digital Courses, Programs & Training

This section applies to individual purchases made by entrepreneurs, business owners, professionals, students, and other individual customers.

14-Day Refund Period

Refund requests may generally be submitted within 14 calendar days of the original purchase date.

A refund may be approved when:

You accidentally purchased the wrong course, program, or product.
You made a duplicate purchase.
You experienced a technical problem that prevented you from accessing the material and we were unable to reasonably resolve it.
The product or training you received was materially different from how it was described.
You began reviewing the training and reasonably determined that it was not the right fit for your needs.
Another circumstance occurred that we believe reasonably warrants a refund.

Accessing a Course Does Not Automatically Eliminate Refund Eligibility

We understand that you may need to enter a course, watch a lesson, or review materials before determining whether the training is right for you.

Simply accessing a course does not automatically make the purchase non-refundable.

However, refunds may be declined when a substantial portion of the course, training, or digital materials has already been completed, consumed, downloaded, or otherwise used.

We intentionally do not establish a rigid percentage because circumstances vary. Our goal is to distinguish between a customer who reasonably tried a product and someone who substantially consumed the product before requesting their money back.

🎓 2. Students & Academic Course Materials

Students purchasing SUCCEED materials for a university or college course are also covered by the general refund policy above, with additional consideration given to academic circumstances.

Students may generally qualify for a refund when:

The wrong course or materials were purchased.
A duplicate purchase was made.
The university or instructor changed the required course materials.
The student dropped or withdrew from the course shortly after purchasing the materials.
The course was cancelled.
A technical or administrative error prevented reasonable access to the required materials.

Whenever possible, students should submit refund requests within 14 calendar days of purchase.

If a university's official academic calendar, add/drop period, course cancellation, or other reasonable academic circumstance occurs outside that window, SUCCEED may consider an exception.

Refunds will generally not be provided solely because of dissatisfaction with a grade, professor, course requirement, teaching method, or other academic decision controlled by the student's university.

💻 3. SUCCEED Memberships & Recurring Subscriptions

SUCCEED subscriptions may be cancelled at any time.

When a subscription is cancelled:

Future recurring charges will stop in accordance with the cancellation.
The customer will normally retain access through the end of the current paid billing period.
Cancellation normally does not result in a prorated refund for unused days remaining in the current billing period.

First-Time Subscription Purchases

If you purchase a SUCCEED subscription for the first time and determine that the platform is not the right fit, contact us within 14 calendar days of the original purchase.

Reasonable refund requests will generally be considered provided the platform has not been substantially used during that period.

Accidental Renewals

We understand that people sometimes forget about renewal dates.

If your subscription renews and you did not intend to continue, contact us within 7 calendar days of the renewal.

If the renewal was recent and the platform has not been meaningfully used since the renewal, we will generally work with you to reverse the renewal charge.

Our goal is for customers to remain with SUCCEED because they find the platform valuable—not because cancelling is unnecessarily difficult.

🎤 4. Live Training Programs, Workshops & Events

Live events involve reserved seating, instructor time, preparation, facilities, and other expenses that may occur before the event.

Unless different cancellation terms are clearly stated on the applicable registration page:

7 or More Days Before the Event

Cancellations received at least 7 calendar days before the scheduled event are generally eligible for a full refund.

Less Than 7 Days Before the Event

For cancellations received fewer than 7 calendar days before the event, SUCCEED may offer:

A credit toward another SUCCEED event or training program.
Transfer of the registration to another eligible participant.
Transfer to a future offering of the same program, when available.
A partial or full refund when circumstances reasonably warrant one.

Event Cancellation by SUCCEED

If SUCCEED cancels an event or training program, registered participants will be offered:

A full refund; or
The option to transfer their registration to another available program.

If an event must be rescheduled, participants who cannot reasonably attend the new date may request a refund.

🏫 5. Universities, Colleges & Institutional Partners

We value long-term relationships with universities, colleges, churches, businesses, nonprofit organizations, and other institutional partners.

Institutional purchases may involve bulk licenses, student access, course adoptions, group training, customized programs, LMS integrations, implementation work, or other commitments that differ from individual consumer purchases.

Because institutions often issue purchase orders months before payment is received, the date payment is received does not establish or restart the institutional refund period.

Institutional Commitment Date

An institutional purchase becomes committed when SUCCEED accepts any of the following:

A purchase order.
A signed agreement.
A signed proposal or order form.
A written course adoption confirmation.
An authorized written purchasing commitment.
Another mutually recognized commitment to purchase.

This date will be considered the Institutional Commitment Date.

The timing of invoice processing, accounts-payable procedures, check issuance, or receipt of payment does not restart or extend cancellation or refund rights.

Before the Course or Program Begins

If an institution cancels an adoption before the scheduled course, semester, or program start date, SUCCEED will generally work with the institution to provide a reasonable resolution for unused licenses.

Depending on the circumstances, this may include:

A full refund.
A partial refund.
A credit toward a future adoption.
Transfer of licenses to another course, semester, or program.

A refund may be reduced or declined if licenses have already been activated or distributed, significant implementation work has been completed, custom materials have been created, or SUCCEED has incurred material non-recoverable expenses.

After the Course or Semester Begins

Once the applicable course, semester, training program, or institutional deployment has begun, the institutional purchase is generally not eligible for a full refund.

This applies regardless of when the institution's payment was processed or received.

For example, if a university issues a purchase order in May for a fall semester adoption, submits payment in August, and the semester begins in August, the institution does not receive a new refund period based on the August payment date.

After the course or semester has begun, SUCCEED will generally address changes through enrollment adjustments, credits, license transfers, or another reasonable solution rather than cancelling and refunding the entire institutional commitment.

Enrollment Adjustments

We understand that actual enrollment may differ from projected enrollment.

Institutions may request an adjustment for unused and unactivated licenses through 7 calendar days after the institution's official add/drop date.

Approved enrollment adjustments will generally be issued as a credit toward a future SUCCEED adoption rather than a cash refund.

At SUCCEED's discretion, unused licenses may instead be:

Transferred to another course.
Applied to another semester.
Assigned to another eligible group.
Extended for future institutional use.
Resolved through another mutually agreed arrangement.

After the Enrollment Adjustment Period

After 7 calendar days following the institution's official add/drop date, institutional purchases are generally considered final.

Refunds, enrollment credits, or reductions will ordinarily not be provided after that point unless:

SUCCEED cancels the applicable program.
SUCCEED materially fails to provide the purchased service.
A material administrative or billing error was caused by SUCCEED.
Extraordinary circumstances exist and SUCCEED determines that an exception is appropriate.

Activated or Distributed Licenses

Licenses that have been activated, distributed, assigned, redeemed, or materially used by students or participants are generally not eligible for refund or enrollment credit.

Institutional Agreements

If a purchase order, contract, master services agreement, proposal, order form, or other written agreement contains separate refund, cancellation, termination, or payment provisions, the applicable written agreement may control over this general policy.

🤝 6. Customized Training, Consulting & Special Projects

Customized training programs, consulting engagements, speaking engagements, course development, private workshops, and other custom projects may involve substantial work before final delivery.

These services may therefore have separate cancellation, deposit, and refund terms included in the applicable proposal, agreement, statement of work, registration page, or invoice.

When separate written terms exist for a customized engagement, those terms will control over this general refund policy.

🚫 7. Situations That May Not Qualify for a Refund

While we try to resolve legitimate concerns generously, refunds may be declined when:

A substantial portion of a digital course or program has already been completed or consumed.
A substantial amount of downloadable material has already been downloaded or used.
A customer completes or substantially completes a program before requesting a refund.
A refund request is made significantly outside the applicable refund period without reasonable circumstances supporting an exception.
An institutional course, semester, or program has already begun and the institution is seeking to cancel the full commitment.
Institutional licenses have already been activated, distributed, assigned, or substantially provisioned.
A customer repeatedly purchases products, substantially uses them, and then requests refunds.
There is evidence of misuse, fraud, unauthorized sharing, copying, redistribution, chargeback abuse, or abuse of the refund policy.
An individual expected a particular business, financial, career, academic, or professional outcome that was never guaranteed by SUCCEED.

SUCCEED training is educational in nature. Individual results will vary depending on many factors, including implementation, experience, market conditions, individual effort, and circumstances outside SUCCEED's control.

These limitations exist to protect the integrity of our products and programs—not to penalize reasonable customers.

🛒 8. Purchases Made Through Third Parties

Some SUCCEED products may be purchased or distributed through third-party platforms, university bookstores, marketplaces, payment providers, or other partners.

Examples may include Stripe, PayPal, VitalSource, university bookstores, event registration platforms, or similar providers.

When a purchase is made through a third-party marketplace or reseller, that provider's refund, cancellation, and transaction policies may also apply.

We will make reasonable efforts to assist customers when a third party is involved, but we may not have the ability to directly issue a refund for a transaction processed and controlled entirely by another provider.

Transaction fees, service fees, marketplace fees, or payment processing charges may be non-refundable when those amounts are retained by the third-party provider and where permitted by applicable law.

🌎 9. United States Sales & International Purchases

Current U.S. Focus

At this time, SUCCEED is primarily designed, marketed, and offered for customers located within the United States.

Direct online sales are currently intended for individuals and organizations located within the 50 United States and the District of Columbia.

We may expand availability into additional countries and territories in the future.

International Orders

SUCCEED does not currently actively offer direct consumer sales internationally unless specifically authorized.

If an order is placed from outside our currently supported sales territory, SUCCEED reserves the right to:

Decline the transaction.
Cancel the transaction.
Restrict activation or access.
Issue a refund of the applicable purchase price.

The ability to access the SUCCEED website from another country does not necessarily mean that all products, subscriptions, programs, or services are offered for sale in that country.

International Institutional Relationships

Universities, businesses, churches, organizations, or other institutions located outside the United States that are interested in SUCCEED should contact us directly before purchasing.

International institutional arrangements may require a separate agreement addressing matters such as:

Payment.
Taxes.
Currency.
Licensing.
Access.
Data requirements.
Applicable contractual terms.

Third-Party International Sales

If a third-party marketplace or authorized partner makes a SUCCEED product available internationally, additional terms established by that marketplace or partner may apply.

Nothing in this policy is intended to eliminate or restrict any consumer right that cannot legally be waived under applicable law.

💳 10. How to Request a Refund

We want the process to be simple.

Email:

Giovanni@DrCalise.com

Use the subject line:

Refund Request

Please include, when available:

Your name.
The email address used for the purchase.
Your order or transaction number.
The course, program, subscription, event, or product purchased.
A brief explanation of what happened.

You do not need to write a lengthy explanation. We simply need enough information to locate the purchase and understand the situation.

We will generally respond within 2–3 business days.

Approved refunds will normally be issued to the original payment method.

After we process a refund, the amount of time required for the funds to appear in your account may depend on your bank, card issuer, payment processor, or other financial institution.

🔄 11. Refunds, Credits & Alternative Resolutions

In some situations, an account credit, course transfer, replacement product, license transfer, or another solution may make more sense than a cash refund.

Depending on the circumstances, SUCCEED may offer:

Transfer into another SUCCEED course.
Credit toward another program.
Extended access.
Replacement of an incorrect product.
Transfer of unused institutional licenses.
Institutional credit toward a future adoption.
Transfer of an event registration.
Another mutually agreed solution.

We will never require a customer to accept an account credit instead of a refund when a refund is required by applicable law.

⚠️ 12. Chargebacks & Payment Disputes

If you believe you were charged incorrectly, please contact us first at Giovanni@DrCalise.com.

In many cases, billing mistakes, duplicate transactions, accidental renewals, or other payment issues can be resolved quickly without requiring a formal payment dispute.

Nothing in this section prevents a customer from exercising legitimate rights available through their bank, card issuer, payment provider, contract, or applicable law.

✅ 13. Reasonable Exceptions

No written policy can anticipate every circumstance.

SUCCEED reserves the right to make reasonable exceptions to this policy when we believe the circumstances warrant it.

We would rather evaluate an unusual situation individually than hide behind a policy when doing so would produce an unfair result.

Any exception made in one situation does not necessarily require the same exception to be made in every future circumstance.

❤️ 14. Our Customer Commitment

SUCCEED exists to provide practical business education that people can actually put to work.

That means we want our relationships with students, entrepreneurs, professionals, universities, businesses, churches, and other organizations to extend far beyond a single transaction.

Our approach is simple:

Protect our content. Prevent obvious abuse. Take care of reasonable customers.

If something goes wrong, contact us and give us the opportunity to make it right.

We want customers and institutional partners to continue doing business with SUCCEED because they trust us, appreciate how they were treated, and believe the training delivers value.

📩 Questions

Questions regarding purchases, cancellations, refunds, institutional credits, or this policy may be directed to: