FULFILLMENT POLICY
Last Updated: December 2025
Overview
This Fulfillment Policy describes how Wealthy Entrepreneur, LLC (“Wealthy Entrepreneur,” “we,” “us,” or “our”) delivers the products and services you purchase through our website WealthyEntrepreneur.com. We are committed to providing clear expectations and delivering exceptional value.
What You Are Purchasing
We offer two core products:
Your Intelligence Brief ($4,000 USD)
A strategic intelligence report with SWOT analysis, market research, and 90-day marketing roadmap. Delivered in approximately 3 weeks.
What You Receive:
Strategic Intelligence Report
- SWOT Analysis specific to your business in your market
- Industry headwinds and tailwinds affecting your 90-day window
- Geographic market analysis (demographics, saturation, growth trends)
- Competitive landscape review
Voice of the Market Analysis
- The exact words people use to describe businesses like yours
- Review intelligence from your business and your competitors
- Messaging gaps between what clients/patients value and what your marketing says
- Differentiation opportunities you’re not communicating
90-Day Marketing Roadmap with Probability Assessment
- Calculated probability of hitting your 90-day goal
- Specific gaps holding your probability down
- Prioritized action plan (what to do first, second, third)
- Expected impact of each action
Strategic Intelligence Assistant
- One AI assistant loaded with your strategic intelligence
- Ask follow-up questions about your report
- Get recommendations for specific situations
- Available 24/7 for you and your team
- Access for 12 months from delivery
45-Minute Strategy Call
- Walk through everything together
- Review your probability assessment
- Discuss each gap and priority
- Answer your questions
- Call recording included (yours to keep)
2 Roadmap Updates
- Submit additional information through our portal up to 2 times within 12 months
- We update your roadmap and probability assessment based on new information
Payment Structure:
Payment | Amount | When Charged |
|---|---|---|
Deposit | $500 USD | Upon checkout |
Remaining Balance | $3,500 USD | Automatically charged 3 days after deposit |
Total | $4,000 USD |
Your Intelligence Machine ($10,500 USD)
The complete system for practices and businesses. We extract everything that makes you unique and turn it into a working system your team uses every day. Delivered in approximately 4-6 weeks.
What You Receive:
Your Centralized Brain One source of truth your entire team operates from. We extract:
- Your Voice (philosophy, tone, what makes you different)
- Patient/Client Voice (the exact words they use to describe you)
- Team Voice (how your team communicates, plus individual communication profiles)
- Mission & Values (the core of who you are and why you do this)
Your Brain Team (50+ AI Specialists) Interactive AI assistants your team uses every day:
- Built specifically on your Centralized Brain
- Covers marketing, sales, hiring, operations, strategy, communication
- Helps your team work faster and automatically sound like you
- Accessible 24/7 for you and your team
- Special onboarding for Founder, Leadership Team, and Team Members
Your 12-Month Playbook A strategic roadmap with probability percentages:
- Full strategic plan with probability percentages
- Vision clarity and prioritization framework
- Right people, right seats analysis
- Meeting cadence recommendations
- Customized KPI dashboard
- Updated every 120 days
120-Day Brain Tune-Ups Every 120 days, we update your entire system:
- New intelligence added
- Performance reviewed
- Brain Team refined
- Playbook adjusted
- All done for you
Story Capture & Intelligence Pipeline Testimonials capture themselves:
- Custom branded testimonial page
- Video testimonial capture
- Transcripts fed directly into your Centralized Brain
- Videos ready for YouTube, social media, and your website
- HIPAA compliant (for medical practices)
Wealthy Collective (First Year Included) Mastermind access:
- Monthly calls with Dr. Dustin Burleson and Jimmy Nicholas
- Monthly office hours with Jimmy
- Monthly special training
- Community access with other practice owners and entrepreneurs
- Members-only vault with all recordings
Ongoing Intelligence
- Wealthy Forecast (Monthly Digital Newsletter)
- Wealthy Report (Annual Print + 2 Issues)
License
- Full access for you and your entire team
- Up to 25 users included
Founding Member Bonus (Current Offer)
- Momentum KickStart: 6-week group implementation with Jimmy
- 10 copies of “Momentum Produces Wealth” book
- 10 course licenses for Momentum Alignment System
- Unlimited retakes forever
- Momentum Report (Annual Print + 2 Issues)
- Momentum Bulletin (Monthly Digital)
Founding Member Bonus is subject to change. What you see at time of purchase is what you receive.
Full Ownership Everything we create belongs to you:
- All documents, files, and deliverables
- AI configurations and prompts
- Content and creative materials
- If you ever part ways with us, it all goes with you
Payment Structure:
Payment | Amount | When Charged |
|---|---|---|
Deposit | $500 USD | Upon checkout |
Remaining Balance | $10,000 USD | Automatically charged 3 days after deposit |
Total | $10,500 USD |
Delivery Timeline
Intelligence Brief
Phase | Timeline | What Happens |
|---|---|---|
Immediate | Within 24 hours of deposit | Welcome email, portal access, intake questions |
Days 1-3 | Review period | You review materials, we begin research |
Day 4 | Remaining balance charged | Full engagement begins |
Weeks 1-3 | Research and delivery | We build your Intelligence Brief |
Week 3 | Delivery | Strategy call scheduled, deliverables provided |
Estimated Completion: Approximately 3 weeks from full payment
Intelligence Machine
Phase | Timeline | What Happens |
|---|---|---|
Immediate | Within 24 hours of deposit | Welcome email, portal access, intake questions |
Days 1-3 | Review period | You review materials, we begin information gathering |
Day 4 | Remaining balance charged | Full engagement begins |
Weeks 1-2 | Information gathering | We extract information from you, your team, and public sources |
Weeks 3-5 | Building | We build your Centralized Brain, Brain Team, and Playbook |
Week 4-6 | Delivery | Delivery call scheduled, full system provided |
Ongoing | Every 120 days | Brain Tune-Ups to keep your system current |
Estimated Completion: Approximately 4-6 weeks from full payment
Delivery times may vary based on:
- Your responsiveness to information requests
- Complexity of your business
- Scheduling of required calls
- Team participation (for Intelligence Machine)
We communicate clearly throughout the process and notify you of any delays.
How We Deliver
All deliverables are provided digitally through:
Secure Client Portal
- Access to all documents, reports, and resources
- Intake questions and information submission
- Progress tracking
- Welcome materials and instructions
- Ongoing communications
- Delivery notifications
Video Calls
- Strategy call (Intelligence Brief)
- Delivery call (Intelligence Machine)
- Onboarding sessions as needed
- We do not offer chat-only support
Your Google Workspace (Intelligence Machine only)
- Your Brain Team is built on YOUR Google Workspace
- Your data stays in your environment
- Requires Google Workspace account ($8/month or higher, paid directly to Google)
Mastermind Platform (Intelligence Machine only)
- Access to live calls and recordings
- Community access
- Members-only vault
Refund Policy
Intelligence Brief
100% Money-Back Guarantee
At the end of your strategy call, if you don’t believe your Intelligence Brief and 90-Day Roadmap were worth the investment, tell us. You will receive a full refund of your payment.
What you keep: The Strategic Intelligence Report and all documents delivered
What you forfeit: The 2 roadmap updates and access to your Strategic Intelligence Assistant
To request a refund, notify us during or immediately after your strategy call by emailing info@WealthyEntrepreneur.com.
Intelligence Machine
100% Money-Back Guarantee
At the end of your delivery call, if you don’t believe your Intelligence Machine was worth the investment, tell us. You will receive a full refund of your payment.
What you keep: Your 12-Month Playbook and all documents delivered
What you forfeit: Access to your Brain Team (50+ AI Specialists) and Wealthy Collective membership
To request a refund, notify us during or immediately after your delivery call by emailing info@WealthyEntrepreneur.com.
Important Notes on Refunds
- Refund requests must be made at the designated time (end of strategy call for Brief, end of delivery call for Machine)
- Refunds are not available after you have accepted the deliverables and the call has concluded
- Refunds are processed within 5-10 business days to your original payment method
- We use Stripe for payment processing; refunds appear on your statement as a credit from Wealthy Entrepreneur
Before Full Payment (Days 1-3)
If you wish to cancel before the remaining balance is charged (within 3 days of your deposit), contact us at info@WealthyEntrepreneur.com. Your $500 deposit will be refunded.
Cancellation
After the 3-day period but before delivery is complete:
You are still responsible for full payment. We will complete delivery of all purchased services.
If circumstances prevent you from participating in the fulfillment process, contact us to discuss options. We will work with you to find a reasonable solution.
Year 2 and Beyond (Intelligence Machine Only)
After your first year, continued access requires renewal:
Option | Price |
|---|---|
Annual (Founding Members) | $5,000/year |
Annual (Standard Rate) | $12,800/year |
Founding Member rate is locked for life for those who purchase during the founding period.
Renewal is optional. You will not be automatically charged for Year 2 without your consent. We will notify you before your first year ends to discuss renewal options.
What You Keep Forever (Even Without Renewal):
- Your Centralized Brain documents
- Your 12-Month Playbook
- All content and materials created during your engagement
- Any files, exports, or deliverables provided
What Requires Active Subscription:
- Access to Your Brain Team (50+ AI Specialists)
- 120-Day Brain Tune-Ups
- Story Capture & Intelligence Pipeline
- Wealthy Collective membership
- Ongoing Intelligence newsletters
The Upgrade Path (Intelligence Brief to Intelligence Machine)
If you purchase the Intelligence Brief and later decide you want the full Intelligence Machine:
- Upgrade within 12 months of your Intelligence Brief deposit
- Receive a $2,500 credit toward the Intelligence Machine
- Pay $8,000 instead of $10,500
- Everything we learned in your Intelligence Brief feeds into your Intelligence Machine
The upgrade credit expires 12 months from your Intelligence Brief deposit date.
Additional Services
Additional services beyond the core products are available. These include but are not limited to:
- Website development
- AEO (Answer Engine Optimization) services
- Sales training and optimization
- Consulting with Jimmy and Dustin
- Exit planning and advisory
- Marketing management
Each additional service is priced separately and will include its own fulfillment terms at the time of purchase.
Your Responsibilities
To ensure timely delivery, you agree to:
- Provide accurate and complete information when requested
- Respond to questions and requests within a reasonable timeframe (typically 3-5 business days)
- Complete any required surveys, questionnaires, or interviews
- Attend scheduled calls or provide advance notice if rescheduling is needed
- Ensure your team members participate as needed (for Intelligence Machine)
Intelligence Brief: You answer 15 questions. We do everything else.
Intelligence Machine: You and your team answer questions across several categories (approximately 2-4 hours total). We do 97% of the work.
Delays caused by non-responsiveness may extend the delivery timeline. We will communicate with you if delays occur and work together to get back on track.
Communication and Support
During Fulfillment:
- Scheduled video calls with our team
- Email support at info@WealthyEntrepreneur.com
- We respond within 3 business days
After Delivery (Intelligence Machine):
- Monthly Mastermind calls
- Monthly office hours with Jimmy
- Email support
We do not offer chat-only support. We believe in real conversations with real people.
Quality Commitment
We are committed to delivering everything described in this policy:
- We will deliver all promised components
- We will work with you to address any concerns during fulfillment
- We will not consider your engagement complete until you have received all promised deliverables
If you believe we have not delivered what was promised, contact us at info@WealthyEntrepreneur.com and we will make it right.
Payment Processing
We use Stripe for secure payment processing.
- All transactions are encrypted and secure
- Your payment information is never stored on our servers
- Charges appear on your statement as “Wealthy Entrepreneur” or “WealthyEntrep”
- For billing questions, contact info@WealthyEntrepreneur.com
Contact Us
For questions about fulfillment, delivery status, or any concerns:
Wealthy Entrepreneur, LLC 30 N Gould St., Suite N Sheridan, WY 82801
Email: info@WealthyEntrepreneur.com Phone: (307) 631-5453
Last Updated: December 2025