Task Concierge & Lifestyle Management- #TASKIT! Policies & Procedures
Introduction
Welcome to the Policies and Procedures page of Task Concierge & Lifestyle Management-#TASKIT!. These guidelines outline how we operate and ensure a consistent, high-quality service experience. They apply to all clients, employees, and contractors involved with TCLM.
1. Client Service Policies
Service Agreement
Before commencing services, all clients must sign a service agreement that outlines the scope of services, payment terms, confidentiality, and other important conditions. This agreement ensures mutual understanding and clarity regarding commitments and responsibilities.
Onboarding Process
#TASKIT! follows a structured onboarding process to deliver customized services:
Consultation Call: A complimentary call to understand your needs and discuss service options.
Intake Forms: Completion of intake forms to gather essential client information.
Initial Meeting: A meeting to finalize service requirements, expectations, and establish the working relationship.
Payment Terms
Payment Methods: TCLM accepts all major debit and credit cards, as well as bank transfers.
Billing Cycle Start: The billing cycle is determined by the date the first payment is made. For example, if the first payment is made on the 10th, future payments will also be due on the 10th of each month. For net 14 subscriptions, each subsequent payment will be due 14 days from the date of the previous payment.
Late Payment Fees: A late payment fee of 7% per day will be applied to overdue balances.
No Refund Policy: All sales are final. No refunds will be provided.
Termination of Services
A 30-day written notice via email to support@taskitconcierge.com is required to terminate services. Clients are responsible for any outstanding balances on the final bill. TCLM reserves the right to cancel services with a 2-day notice if necessary.
2. Service Execution Procedures
Task Requests
Clients can submit task requests via email, phone, or through our designated task management platform. To ensure efficient service delivery, please provide detailed instructions and deadlines when submitting a request.
Response Time
TCLM strives to respond to all client inquiries and task requests within 24 hours during regular business hours (8:30 am - 5:00 pm EST).
Work Hours
Virtual Services: Available nationwide, operating from 7 am to 7 pm EST.
In-Person Services: Available only in Cincinnati, OH, and surrounding areas, by appointment.
Service Area
In-person services are exclusively offered in Cincinnati, OH. Virtual services are available across various metropolitan areas, including Knoxville, TN; Fulton and Dekalb County, GA; Virginia Beach, VA; and Detroit, MI.
3. Confidentiality and Data Protection
Client Privacy
TCLM is committed to protecting your privacy. All personal and business information is treated as confidential and used solely for providing the requested services. We use secure communication channels and data storage solutions to safeguard your information.
Data Handling
Sensitive information is managed with the highest level of care, ensuring compliance with privacy and data protection regulations. Access to client data is restricted to authorized personnel only.
4. Employee and Contractor Policies
Code of Conduct
All TCLM employees and contractors are expected to maintain professionalism at all times, including respectful communication, punctuality, and adherence to confidentiality agreements. Any breach of conduct may lead to disciplinary actions.
Attendance and Punctuality
Employees and contractors must adhere to their assigned schedules and promptly notify supervisors of any absences or lateness.
Dress Code
Professional attire is required for all in-person service engagements, reflecting TCLM's commitment to high-quality, client-facing service.
5. Quality Assurance
Performance Reviews
TCLM conducts regular performance reviews to ensure our services meet the highest standards. We welcome and encourage client feedback to help us continually improve our offerings.
Client Feedback
Clients are invited to provide feedback on their service experiences through surveys or direct communication. Your feedback helps us maintain excellence and make necessary improvements.
6. Dispute Resolution
Conflict Resolution
Clients who have concerns about service delivery are encouraged to contact TCLM customer support at support@taskitconcierge.com. Our team will respond within 24 hours to address and resolve any issues.
Mediation and Arbitration
If issues cannot be resolved through direct communication, disputes may be referred to mediation or arbitration in accordance with Ohio, Hamilton County law.
7. Service Modifications
Service Changes
Clients wishing to modify their service packages or cancel appointments must provide at least 24 hours' notice. Service changes are subject to availability and mutual agreement.
Policy Updates
TCLM reserves the right to update these policies and procedures as necessary. Clients will be notified of significant changes via email or updates on this webpage.
8. Legal Disclaimers
Limitation of Liability
TCLM is not liable for any direct, indirect, incidental, or consequential damages that may arise from the use of our services. Clients engage with Task Concierge & Lifestyle Management (TCLM) at their own risk. While we strive to provide the highest quality of service, clients acknowledge and accept any inherent risks involved in the provision of personal concierge and lifestyle management services.
No Guarantee of Outcomes
TCLM does not guarantee specific outcomes or results from the services provided. The effectiveness of services can vary based on a variety of factors outside TCLM's control, including client cooperation and the nature of tasks requested.
Refund Policy
All sales are final. No refunds will be issued for services already provided.
Right to Terminate
TCLM reserves the right to terminate services at any time without notice to the client.
9. Client Responsibilities
Client Cooperation
Clients are expected to cooperate fully by providing timely responses and necessary information for service execution. Delays in communication may impact the timely delivery of services.
Use of Third-Party Services
Certain specialized services, such as event planning, may be outsourced to trusted third-party vendors. TCLM carefully selects and monitors these partners to ensure they meet our high standards of service quality and client satisfaction.
10. Incident Reporting and Problem Resolution
Incident Reporting
Clients should report any service issues or concerns to support@taskitconcierge.com. Our team will acknowledge the report within 24 hours and work to resolve the issue promptly.
11. Non-Disclosure Agreement (NDA)
To protect confidentiality, TCLM may require clients to sign a Non-Disclosure Agreement (NDA). This ensures that all sensitive information exchanged remains secure and confidential.
12. Contact Information
For any questions or concerns regarding these policies and procedures, please contact us at:
Email: support@taskitconcierge.com
Phone: (513) 909-4562
As a cloud-based company, we provide services virtually across multiple locations and in-person in Cincinnati, OH.
Thank you for choosing Task Concierge & Lifestyle Management. We are dedicated to providing exceptional service tailored to your unique needs.