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Terms, Conditions & Privacy Policies

BY USING 37 OAK'S PLATFORMS & SERVICES (SOKONI, 37 OAKS UNIVERSITY, COMMUNITY, ETC), YOU ARE CONSENTING TO OUR CODE OF CONDUCT, TERMS & CONDITIONS, AND PRIVACY POLICIES AS OUTLINED BELOW.

Site Use Terms + Conditions

Terms & Conditions

Last Updated January 2025

OVERVIEW

The terms “we,” “us,” and “our” refer to 37 Oaks Consulting, LLC. The term the “Site” refers to 37oaks.com. The terms “user,” “you,” and “your” refer to site visitors, customers, members and any other users of the site.

 

SERVICE

37oaks.com, is a site for online training, courses, services, resources and other content relating to planning and fulfilling business goals (the “Service”).

Use of 37oaks.com, including all materials presented herein and all online services provided by 37 Oaks Consulting, LLC is subject to the following Terms and Conditions. These Terms and Conditions apply to all site visitors, members, customers, and all other users of the site. By using the Site or Service, you agree to these Terms and Conditions, without modification, and acknowledge reading them.

Parties agree that the Service is in the nature of education. The scope of services provided by 37 Oaks  Consulting, LLC according to this Agreement are limited to those listed on 37oaks.com (and affiliate) websites. 37 Oaks Consulting, LLC reserves the right to substitute services equal to or comparable to the services listed if the need arises, without prior notice.

 

USE OF THE SITE AND SERVICE

To access or use the Site, you must be 18 years of age or older and have the requisite power and authority to enter into these Terms and Conditions. Children under the age of 18 are prohibited from using the Site. Information provided on the Site and in the Service related to membership sites and other information are subject to change. 37 Oaks  Consulting, LLC makes no representation or warranty that the information provided, regardless of its source (the “Content”), is accurate, complete, reliable, current, or error-free. 37 Oaks  Consulting, LLC disclaims all liability for any inaccuracy, error, or incompleteness in the Content.

 

ACCOUNT CREATION

In order to use the Service, you will be required to provide information about yourself including your name, email address, username and password, and other personal information. You agree that any registration information you give to 37 Oaks  Consulting, LLC will always be accurate, correct, and up to date. You must not impersonate someone else or provide account information or an email address other than your own. Your account must not be used for any illegal or unauthorized purpose. You must not, in the use of the Service, violate any laws in your jurisdiction.

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LAWFUL PURPOSES

You may use the Site and Service for lawful purposes only. You agree to be financially responsible for all  purchases made by you or someone acting on your behalf through the Site. You agree to use the Site and to purchase services or products through the Site for legitimate, non-commercial purposes only. You shall not post or transmit through the Site any material which violates or infringes the rights of others, or which is threatening, abusive, defamatory, libelous, invasive of privacy or publicity rights, vulgar, obscene, profane, or otherwise objectionable, contains injurious formulas, recipes, or instructions, which encourages conduct that would constitute a criminal offense, give rise to civil liability, or otherwise violate any law.

 

REFUSAL OF SERVICE

The Services are offered subject to our acceptance of your order or requests. We reserve the right to refuse service to any order, person or entity, without the obligation to assign reason for doing so. We may at any time change or discontinue any aspect or feature of the Site or Service, subject to us fulfilling our previous responsibilities to you based on your participation.

We reserve the right to remove the accounts held by any individuals representing companies that offer a similar or directly competing Service.

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DURATION OF AGREEMENT

You agree and understand that access to the Service may at times be influenced and affected by third parties that we use to provide the Service (web hosting, membership site plugins, etc.). You agree and understand that no breach of contract action may be initiated against 37 Oaks  Consulting, LLC when there are reasonable delays in the access of the Service.

37 Oaks  Consulting, LLC reserves the right to terminate the Service, and or access to certain features of the Service, with or without prior notice to you. We will make reasonable efforts to provide notice but is not required to do so under the terms of this agreement.

Lifetime Access is for the lifetime of the Service or Site. If for any reason, 37 Oaks  Consulting, LLC should dissolve or cease to exist, then your access to the Service terminates.

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COACHING + PROGRAMMING

Limitation of Liability

- The Company shall not be liable for any direct, indirect, incidental, consequential, or punitive damages, including but not limited to loss of profits, data, business opportunities, or service interruptions, arising from the use or inability to use the services, even if advised of the possibility of such damages.

 

Disclaimer of Warranties

- The Company makes no warranties, express or implied, regarding the accuracy, reliability, or suitability of the educational content provided for any particular purpose, including but not limited to compliance with regulatory requirements. The User acknowledges that results from coaching depend on their individual efforts, and the Company cannot guarantee any specific outcomes.

- The Company makes no guarantees or warranties, express or implied, regarding the success, results, or outcomes from the coaching services provided. Coaching is not a substitute for professional financial, legal, or medical advice.

 

Professional Advice Clause

- The User further acknowledges that business-related coaching services are provided for informational purposes only and should not be considered professional business strategy or investment advice and are not a substitute for therapy, counseling, medical, legal, or financial advice and agrees to seek appropriate professional services when necessary.

 

Indemnification Clause

- The User agrees to indemnify, defend, and hold harmless the Coach and the Company from any claims, liabilities, damages, losses, costs, or expenses (including legal fees) arising from the Client’s actions, decisions, misuse, negligence, or breach of this agreement, including any third-party claims related to the Users use of the services.

 

Intellectual Property Protection Clause

- All educational content, including but not limited to text, graphics, videos, and software, is the exclusive property of the company and may not be copied, reproduced, or distributed without prior written consent. Any unauthorized use, reproduction, or distribution of the company’s intellectual property will result in immediate termination of services and may be subject to legal action.

 

Code of Conduct Clause

- Users must adhere to the Company’s code of conduct, which prohibits harassment, abusive language, disruptive behavior, and any conduct that undermines the learning environment. Violations may result in immediate termination of access to services without refund.

 

Confidentiality and Data Protection Clause

- The Company agrees to maintain strict confidentiality of all information disclosed by the User during coaching sessions, except where disclosure is required by law, explicitly authorized by the User in writing, or requested by a sponsoring organization under contractual obligations. The Company shall comply with all applicable data protection regulations, including but not limited to the Illinois Personal Information Protection Act (PIPA) and, where applicable, GDPR/CCPA."

 

Dispute Resolution Clause

- Any disputes arising from this agreement shall be resolved through arbitration by the rules of JAMS (Judicial Arbitration and Mediation Services), and the decision shall be final and binding. Arbitration shall take place in Cook County, Illinois, and the proceedings shall be conducted in English.

 

Assumption of Risk Clause

- The User acknowledges that coaching is a collaborative process and assumes full responsibility for their decisions and actions. The Company shall not be held liable for any third-party recommendations or referrals provided during this engagement.

 

Governing Law and Jurisdiction Clause

- This agreement shall be governed by the laws of Illinois (United States), and any disputes shall be subject to the exclusive jurisdiction of the courts of Cook County.

 

By participating in 37 Oaks' programs, products and services, you acknowledge that you have read, understood, and agree to be bound by terms and conditions outlined in this 37 Oaks Terms of Service Agreement. Your continued participation in the program signifies your acceptance of these terms.

 

CANCELLATIONS

You may also cancel/delete your Site membership at any time via your 37 Oaks membership profile page. Once you cancel you will no longer have access to the Site member's areas, including all content and community resources within said areas. It is entirely your responsibility to ensure that you cancel your Site membership should you no longer require the Service.

 

PRODUCT DESCRIPTION

We endeavor to describe and display the Service as accurately as possible. While we try to be as clear as possible in explaining the Service, please do not accept that the Site is entirely accurate, current, or error-free. From time to time we may correct errors in content and descriptions. 

 

MATERIAL YOU SUBMIT TO THE SITE

You shall not upload, post or otherwise make available on the Site any artwork, photos, or other materials (collectively “Materials”) protected by copyright, trademark, or other proprietary right without the express written permission of the owner of the copyright, trademark, or other proprietary right, and the burden of determining that any Materials are not so protected rests entirely with you. You shall be liable for any damage resulting from any infringement of copyrights, trademarks, or other proprietary rights, or any other harm resulting from such a submission. For all Materials submitted by you to the Site, you automatically represent or warrant that you have the authority to use and distribute the Materials, and that the use or display of the Materials will not violate any laws, rules, regulations, or rights of third parties.

As a feature of the Service, 37 Oaks  Consulting, LLC may provide access to a community platform in conjunction with the Service. 37 Oaks  Consulting, LLC is not required to provide a community platform, and has complete discretion with regards to the platform, and the nature of the interaction, dependent on the Service.

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You agree that your use of this community platforms is a privilege and 37 Oaks  Consulting, LLC may limit or deny access to this platform for misconduct that includes but is not limited to being inappropriate, rude, violent, or threatening. 37 Oaks  Consulting, LLC will make reasonable efforts to provide notice to you with regards to inappropriate or unapproved content that you have placed within the voluntarily provided community platform. 37 Oaks  Consulting, LLC is not required to provide notice, and reserves all rights to take immediate and appropriate action to protect the 37 Oaks  Consulting, LLC services, community members and their privacy, brand and image integrity.

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INTELLECTUAL PROPERTY RIGHTS TO YOUR MATERIALS

We claim no intellectual property rights over the material you supply to 37 Oaks  Consulting, LLC. You retain copyright and any other rights you may rightfully hold in any content that you submit through the Site or Service. Content you submit to 37 Oaks  Consulting, LLC remains yours to the extent that you have any legal claims therein. You agree to hold 37 Oaks  Consulting, LLC harmless from and against all claims, liabilities, and expenses arising out of any potential or actual copyright or trademark misappropriation or infringement claimed against you. By posting material on the Site, you grant us a worldwide, nonexclusive, irrevocable license to use the material for promotional, business development, and marketing purposes.

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You consent to recordings being made of calls or webinars provided as part of the Service. You consent to your name, words, voice, and likeness being used by 37 Oaks  Consulting, LLC for promotional, business development, and marketing purposes, without compensation to you.  We will make reasonable effort to secure your written permission before using and distributing recordings, print materials, audio, or visual representations that refer to you.

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OUR INTELLECTUAL PROPERTY

The Site and Service contain intellectual property owned by 37 Oaks  Consulting, LLC, including trademarks, copyrights, proprietary information, and other intellectual property. 37 Oaks  Consulting, LLC’s copyrighted and original materials are provided to you as part of the Service for your individual use only and a single-user license. All intellectual property, including 37 Oaks  Consulting, LLC's copyrighted materials shall remain the sole property of 37 Oaks Consulting, LLC. No license to sell or distribute our materials is granted or implied.

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You may not modify, publish, transmit, participate in the transfer or sale of, create derivative works from, distribute, display, reproduce or perform, or in any way exploit in any format whatsoever any of the Site or Service Content or intellectual property, in whole or in part, without our prior written consent. This includes but is not limited to sharing material with others, posting excerpts of material on any social media, blogging about the material, or in any other way that would reasonably appear to share the Site or Service’s information with a non-member. We reserve the right to immediately remove you from the Service, without refund, if you are caught violating this intellectual property policy.

 

CHANGED TERMS

We may at any time amend these Terms and Conditions. Such amendments are effective immediately upon notice to you by us posting the new Terms and Conditions on this Site. Any use of the Site or Service by you after being notified means you accept these amendments. We reserve the right to update any portion of our Site and Service, including these Terms and Conditions, at any time. We will post the most recent versions to the Site and list the effective dates on the pages of our Terms and Conditions.

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LIMITATION OF LIABILITY

YOU AGREE THAT UNDER NO CIRCUMSTANCES SHALL WE BE LIABLE FOR DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, PUNITIVE, EXEMPLARY, OR ANY OTHER DAMAGES ARISING OUT OF YOUR USE OF THE SITE OR SERVICE. ADDITIONALLY, 37 OAKS CONSULTING LLC IS NOT LIABLE FOR DAMAGES IN CONNECTION WITH (I) ANY FAILURE OF PERFORMANCE, ERROR, OMISSION, DENIAL OF SERVICE, ATTACK, INTERRUPTION, DELETION, DEFECT, DELAY IN OPERATION OR TRANSMISSION, COMPUTER VIRUS, OR LINE OR SYSTEM FAILURE; (II) LOSS OF REVENUE, ANTICIPATED PROFITS, BUSINESS, SAVINGS, GOODWILL OR DATA; AND (III) THIRD PARTY THEFT OF, DESTRUCTION OF, UNAUTHORIZED ACCESS TO, ALTERATION OF, OR USE OF YOUR INFORMATION OR PROPERTY, REGARDLESS OF OUR NEGLIGENCE, GROSS NEGLIGENCE, FAILURE OF AN ESSENTIAL PURPOSE AND WHETHER SUCH LIABILITY ARISES IN NEGLIGENCE, CONTRACT, TORT, OR ANY OTHER THEORY OF LEGAL LIABILITY. THE FOREGOING APPLIES EVEN IF 37 OAKS  CONSULTING, LLC HAS BEEN ADVISED OF THE POSSIBILITY OF OR COULD HAVE FORESEEN THE DAMAGES. IN THOSE STATES THAT DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR THE DAMAGES, OUR LIABILITY IS LIMITED TO THE FULLEST POSSIBLE EXTENT PERMITTED BY LAW. IN NO EVENT SHALL 37 OAKS CONSULTING, LLC's CUMULATIVE LIABILITY TO YOU EXCEED THE TOTAL PURCHASE PRICE OF THE SERVICE YOU HAVE PURCHASED FROM 37 CONSULTING, LLC, AND IF NO PURCHASE HAS BEEN MADE BY YOU 37 OAKS CONSULTING, LLC’S CUMULATIVE LIABILITY TO YOU SHALL NOT EXCEED $100.

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THIRD PARTY RESOURCES

The Site and the Service may contain links to third party websites and resources. You acknowledge and agree that we are not responsible or liable for the availability, accuracy, content, or policies of third party websites or resources. Links to such websites or resources do not imply any endorsement by or affiliation with 37 Oaks  Consulting, LLC. You acknowledge sole responsibility for and assume all risk arising from your use of any such websites or resources.

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INDEMNIFICATION

You shall indemnify and hold us harmless from and against any and all losses, damages, settlements, liabilities, costs, charges, assessments, and expenses, as well as third party claims and causes of action, including, without limitation, attorney’s fees, arising out of any breach by you of any of these Terms and Conditions, or any use by you of the Site or Service. You shall provide us with such assistance, without charge, as we may request in connection with any such defense, including, without limitation, providing us with such information, documents, records, and reasonable access to you, as we deem necessary. You shall not settle any third party claim or waive any defense without our prior written consent.

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EFFECT OF HEADINGS

The subject headings of the paragraphs and sub paragraphs of this Agreement are included for convenience only and shall not affect the construction or interpretation of any of its provisions.

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ENTIRE AGREEMENT; WAIVER

This Agreement constitutes the entire agreement between you and 37 Oaks Consulting, LLC pertaining to the Site and Service and supersedes all prior and contemporaneous agreements, representations, and understandings between us. No waiver of any of the provisions of this Agreement by 37 Oaks Consulting, LLC shall be deemed, or shall constitute, a waiver of any other provision, whether or not similar, nor shall any waiver constitute a continuing waiver. No waiver shall be binding unless executed in writing by 37 Oaks Consulting, LLC.

 

NOTICES

All notices, requests, demands, and other communications under this Agreement shall be in writing and properly addressed as follows:

37 Oaks Consulting, LLC.

3231 S Halsted St, #313

Chicago, IL 60608
United State of America

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RECOVERY OF LITIGATION EXPENSES

If any legal action or any arbitration or other proceeding is brought for the enforcement of this Agreement, or because of an alleged dispute, breach, default, or misrepresentation in connection with any of the provisions of this Agreement, the successful or prevailing party or parties shall be entitled to recover reasonable attorney’s fees and other costs incurred in that action or proceeding, in addition to any other relief to which it or they may be entitled.

 

SEVERABILITY

If any term, provision, covenant, or condition of this Agreement is held by an arbitrator or court of competent jurisdiction to be invalid, void, or unenforceable, the rest of the Agreement shall remain in full force and effect and shall in no way be affected, impaired, or invalidated.

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Privacy Policy

Last Updated February 2025

At 37 Oaks Consulting, accessible from https://www.37 Oaks Consulting, one of our main priorities is the privacy of our visitors. This Privacy Policy document contains types of information that is collected and recorded by 37 Oaks Consulting and how we use it.

 

If you have additional questions or require more information about our Privacy Policy, do not hesitate to contact us.

 

This Privacy Policy applies only to our online activities and is valid for visitors to our website with regards to the information that they shared and/or collected within 37 Oaks Consulting. This policy is not applicable to any information collected offline or via channels other than this website. 

 

CONSENT

By using our website, you hereby consent to our Privacy Policy and agree to its terms.

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INFORMATION WE COLLECT

The personal information that you are asked to provide, and the reasons why you are asked to provide it, will be made clear to you at the point we ask you to provide your personal information.

 

If you contact us directly, we may receive additional information about you such as your name, email address, phone number, the contents of the message and/or attachments you may send us, and any other information you may choose to provide.

 

When you register for an Account, we may ask for your contact information, including items such as name, company name, address, email address, and telephone number.

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HOW WE USE YOUR INFORMATION

We use the information we collect in various ways, including to:

  • Provide, operate, and maintain our website

  • Send you emails

  • Find and prevent fraud

  • Log Files

  • Improve, personalize, and expand our website

  • Understand and analyze how you use our website

  • Develop new products, services, features, and functionality

  • Communicate with you, either directly or through one of our partners, including

for customer service, to provide you with updates and other information

relating to the website, and for marketing and promotional purpose

37 Oaks Consulting follows a standard procedure of using log files. These files log visitors when they visit websites. All hosting companies do this and a part of hosting services' analytics. The information collected by log files include internet protocol (IP) addresses, browser type, Internet Service Provider (ISP), date and time stamp, referring/exit pages, and possibly the number of clicks. These are not linked to any information that is personally identifiable. The purpose of the information is for analyzing trends, administering the site, tracking users' movement on the website, and gathering demographic information.

 

Third-party ad servers or ad networks uses technologies like cookies, JavaScript, or Web Beacons that are used in their respective advertisements and links that appear on 37 Oaks Consulting, which are sent directly to users' browser. They automatically receive your IP address when this occurs. These technologies are used to measure the effectiveness of their advertising campaigns and/or to personalize the advertising content that you see on websites that you visit.

 

Note that 37 Oaks Consulting has no access to or control over these cookies that are used by third-party advertisers.

 

THIRD PARTY PRIVACY POLICY

37 Oaks Consulting's Privacy Policy does not apply to other advertisers or websites. Thus, we are advising you to consult the respective Privacy Policies of these third-party ad servers for more detailed information. It may include their practices and instructions about how to opt-out of certain options.

 

You can choose to disable cookies through your individual browser options. To know more detailed information about cookie management with specific web browsers, it can be found at the browsers' respective websites.

 

GDPR DATA PROTECTION RIGHTS

We would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following:

 

The right to access – You have the right to request copies of your personal data. We may charge you a small fee for this service.

 

The right to rectification – You have the right to request that we correct any information you believe is inaccurate. You also have the right to request that we complete the information you believe is incomplete.

 

The right to erasure – You have the right to request that we erase your personal data, under certain conditions.

 

The right to restrict processing – You have the right to request that we restrict the processing of your personal data, under certain conditions.

 

The right to object to processing – You have the right to object to our processing of your personal data, under certain conditions.

 

The right to data portability – You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

 

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us.

 

For Residences of California

CCPA Privacy Rights (Do Not Sell My Personal Information)

Under the CCPA, among other rights, California consumers have the right to:

 

Request that a business that collects a consumer's personal data disclose the categories and specific pieces of personal data that a business has collected about consumers.

 

Request that a business delete any personal data about the consumer that a business has collected.

 

Request that a business that sells a consumer's personal data, not sell the consumer's personal data.

 

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us.

 

Children's Information

Another part of our priority is adding protection for children while using the internet. We encourage parents and guardians to observe, participate in, and/or monitor and guide their online activity.

 

37 Oaks Consulting does not knowingly collect any Personal Identifiable Information from children under the age of 13. If you think that your child provided this kind of information on our website, we strongly encourage you to contact us immediately and we will do our best efforts to promptly remove such information from our records.

Privacy Policy

Terms of Service

Last Updated February 2025

37 Oaks Warehousing and Storage Service

Terms & Conditions


Effective Date: February 2025
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INTRODUCTION

These Terms and Conditions ("Agreement") govern the use of 37 Oaks’ Warehousing and Storage Service ("Service"). By utilizing our storage facilities, you ("Client") agree to comply with and be bound by the following terms and conditions. If you do not agree with any part of these terms, you should not use our Service.

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SERVICE DESCRIPTION

37 Oaks provides secure, flexible, and budget-friendly warehousing and storage solutions for businesses needing space for raw materials, ingredients, finished goods, and excess inventory. Our services cater to e-commerce sellers, retailers, wholesalers, manufacturers, and product-based entrepreneurs looking for short-term storage options.

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WAREHOUSE + STORAGE TERMS

a. Eligibility: The Service is available to businesses that require storage for non-hazardous, legal, and commercially appropriate products.
b. Storage Duration: Clients may select from short-term and flexible storage options as outlined in the menu of services. Packages may be renewed based on availability. Clients must request renewal before expiration to avoid penalties outlined in the Lapsed Storage Policy.
c. Permitted Items: Only pre-approved items can be stored. Strictly prohibited items are listed in the Prohibited Items section.
d. Facility Access: To maintain security, the warehouse is not open to the public. However, clients may schedule a dockside drop-off or pickup as needed.

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PROHIBITED ITEM VIOLATION POLICY  

If 37 Oaks discovers or reasonably suspects that a Client has stored prohibited or unauthorized items, the following actions will be taken:

  1. Inspection & Investigation: 37 Oaks reserves the right to inspect, isolate, or remove any item suspected of violating the storage policy. By using this Service, the Client grants 37 Oaks permission to open and inspect stored items if a violation is suspected.

  2. Notification & Compliance Request: The Client will be notified and required to arrange for the immediate removal of the prohibited items at their expense.

  3. Service Suspension or Termination: Storage privileges may be suspended or terminated without refund if prohibited items are confirmed.

  4. Legal & Safety Actions: If the items pose a legal, environmental, or safety risk, 37 Oaks may report the violation to authorities or take necessary action, including disposal, confiscation, or legal proceedings.

  5. Penalty Fees & Financial Responsibility:

    • The Client is fully responsible for any handling, disposal, regulatory, legal, or damage-related fees resulting from the presence of prohibited items.

    • 37 Oaks will not be liable for any fines, legal consequences, damages, or third-party claims arising from the storage of unauthorized goods.

    • Any costs incurred by 37 Oaks due to the presence of prohibited items will be billed directly to the Client, and failure to pay may result in further legal action. 

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DELIVERIES + RETRIEVALS 

How Do I Deliver My Items?

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Clients can either:

  • Schedule a delivery time at our loading docks for in-person drop-offs.

  • Ship inventory directly to our mailing facility using a preferred carrier (FedEx or UPS).
    Once an application is complete, we will communicate delivery options and provide further instructions.

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Who Can Request Retrieval of My Inventory?

  • If a product qualifies for dockside pickup, only the primary account holder or an authorized contact may retrieve it.

  • Clients must update their account to authorize additional contacts.

 

Pickup & Delivery Options

  • Dockside Option: Schedule a pickup or delivery to our dockside location.

  • Mailing Facility: Ship inventory directly to our mailing facility. We can also arrange for shipments back to you via FedEx or UPS.

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How Quickly Can I Access My Inventory?

  • Retrieval requests are processed within 1-3 business days.

  • Urgent requests may incur rush processing fees.

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STORAGE PREPARATION + PACKAGING 

To protect items during transit and storage, follow these guidelines:

  •  Use sturdy, shipping-grade boxes or secure pallets (corrugated, plastic, or metal containers).

  • Avoid flimsy or reused packaging to minimize damage risk.

  • Clearly label all containers with provided storage labels.

  • Log all box contents for easy tracking and retrieval.

  • Securely pack items to prevent shifting and damage.

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FEES + PAYMENT

a. Storage Fees: Pricing varies based on space required, duration, and any additional services requested. Fees are outlined in the menu of services.
b. Payment Terms: Payments must be made in advance on a monthly basis. Late payments may result in additional fees and/or suspension of services.
c. Refunds & Cancellations: No refunds will be issued for early termination of storage agreements. If a Client requests termination within the first 7 days of a new term, a partial refund may be considered at 37 Oaks’ discretion.
d. Additional Fees May Apply For:

  • Shipping costs (inbound and outbound).

  • Extra insurance coverage.

  • Inventory retrieval and stocking fees.

  • Re-boxing or repackaging services.

  • Printing and mailing of storage labels.

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LAPSE STORAGE POLICY (Non-Renewal Procedure)

If a Client does not renew their storage membership by the expiration date and no extension is purchased, the following actions will take place:

  1. Grace Period: A 7-day grace period may be provided, during which the Client can renew their membership without penalty.

  2. Late Fee: If renewal is not completed within the grace period, a late storage fee may apply.

  3. Inventory Removal Notice: If no renewal or communication is received within 14 days, 37 Oaks will issue a Final Notice. If the Client does not respond within an additional 7 days, 37 Oaks reserves the right to:

    • Relocate the Client’s inventory to a holding area with additional fees.

    • Arrange for return shipping at the Client’s expense.

    • Dispose of, donate, or liquidate the inventory after 30 days to recover unpaid fees.

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DISPUTE RESOLUTION CLAUSE 

"Any disputes arising from this Agreement shall be resolved through mediation. If mediation is unsuccessful, disputes shall be settled in a court located in Illinois. Clients waive the right to class-action lawsuits."

By using 37 Oaks’ Warehousing and Storage Service, the Client acknowledges that they have read, understood, and agreed to these Terms & Conditions.

Warehouse + Storage Service

37 Oaks Books + Numbers Bootcamp

Terms & Conditions

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Effective Date: February 8, 2025

Welcome to the 37 Oaks Books & Numbers Bootcamp! This 90-day, hands-on program is designed to help small business owners clean up, organize, and confidently manage their finances. By enrolling in the Bootcamp, you agree to the following Terms of Service.

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PROGRAM OVERVIEW 

The 37 Oaks Books & Numbers Bootcamp is a structured 90-day program designed to help participants:

  • Clean up and organize their financial records

  • Understand and interpret key financial statements

  • Learn how to maintain financial management, process, and clarity beyond the program

  • Gain confidence in managing or overseeing business finances

This program provides bookkeeping support, financial reporting, and coaching but does not include tax preparation or legal financial advice.

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ELIGIBILITY & REQUIREMENTS

To participate in the Bootcamp, you must:

  •  Own or operate a small business.

  • Have a business bank account.

  • Use (or be willing to set up) an approved bookkeeping software such as QuickBooks, Wave, or Xero.

  • Be committed to attending coaching sessions and actively engaging in the program.

 

SERVICES PROVIDED

Initial Consultation

Before the Bootcamp begins, you will receive a 45-minute consultation to assess your current financial situation, discuss challenges, and develop a custom 90-day action plan.

 

Bookkeeping Support

Each month, we will provide monthly bookkeeping services, ensuring your records are accurate, organized, and up to date.

 

Monthly Financial Reports

Participants will receive:

  • Monthly Profit & Loss (P&L) Statements

  • Monthly Cash Flow Statements

  • A Quarterly Financial Summary at the end of the program

 

Financial Analysis & Coaching

  • Monthly 30-minute 1:1 coaching sessions to review financial reports, answer questions, and provide guidance.

  • Guidance on financial tracking systems and best practices.

 

Post-Bootcamp Benefits

At the end of 90 days, participants will leave with:

  • Clean, organized books as a foundation for future growth.

  • A repeatable financial tracking system based on the selected bookkeeping platform.

  • The confidence to manage finances independently or oversee an external bookkeeper.

 

PAYMENT & REFUND POLICY

Pricing & Payment

  • The total investment for the 90-day Bootcamp will be provided at the time of enrollment.

  • Payment can be made in three monthly installments.

  • Payments are processed securely.

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Refunds & Cancellations

  • Due to the nature of the Bootcamp and the services provided, all payments are final, and no refunds will be issued once the program begins.

  • If you need to reschedule a coaching session, 24-hour notice is required. Missed sessions without notice may not be rescheduled.

  • You are allotted three thirty-minute coaching sessions during this program.

 

PARTICIPANT RESPONSIBILITIES 

By enrolling, you agree to:

  • Actively participate in the program and complete assigned tasks.

  • Attend scheduled coaching sessions or provide advance notice if rescheduling is needed.

  • Provide necessary financial information and access to bookkeeping software for bookkeeping services.

  • Follow guidance on setting up and maintaining a financial system.

 

LIMITATIONS + DISCLAIMERS

  • The 37 Oaks Books & Numbers Bootcamp is NOT a substitute for professional accounting, tax preparation, or legal financial advice.

  • We do not file taxes or represent businesses in tax matters.

  • The Bootcamp is an educational and advisory program and does not guarantee specific financial outcomes.

 

CONFIDENTIALITY + DATA PROTECTION

  • All financial information shared within the Bootcamp will be kept confidential.

  • We will never share or sell your data to third parties.

  • Participants are responsible for ensuring their bookkeeping software and financial data are secure.

 

CHANGES TO THE PROGRAM

  • 37 Oaks reserves the right to adjust program details, pricing, or services as needed. Any changes will be communicated in advance.

 

CONTACT INFORMATION

If you have questions about these Terms of Service or the Bootcamp, please contact:

📧info@37oaks. com
 

By enrolling in the 37 Oaks Books & Numbers Bootcamp, you acknowledge that you have read, understood, and agree to these Terms of Service.

Books + Numbers Bookcamp
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