Pilot Program Membership Agreement – Jan 16, 2026
Q1 2026 WAVES 1-4
Effective Date: Jan 16 2026
Provider: Megan Norton, operating as “FLEX U.”, an Ontario sole proprietor (“Provider”)
Member: The individual or entity identified by the name and email address provided during the online registration process ("Member").
MEMBERSHIP SUMMARY (IN PLAIN LANGUAGE)
Welcome to the pilot. This is an exclusive, private pilot designed to help you integrate the program directly into your business, leadership, and lifestyle design.
What you’re getting. Immediate access to the FLEX U. Growth System™ including:
- The 2-week accelerator. Indie Ops Method™ Program Materials are delivered via our private platform + live one-on-one calls during the 2-week accelerator.
- The support phase. 3 months of implementation support for questions and refinement that naturally comes up as you grow.
How you can use what you learn. You have full clearance to apply these concepts and frameworks to your own professional practice and business operations.
What you can’t do. To maintain the integrity of the method, you may not share these materials outside the pilot, record our sessions, or repackage our proprietary frameworks as your own product.
Your work stays yours. You own your business, your client work, and your results. If you share feedback that helps us refine the program, we may incorporate those insights into the future method.
AI tools. We encourage using AI to refine your own ideation and design. However, you may not upload FLEX U. materials or confidential pilot data into any AI system that stores or trains on that information.
Feedback + testimonials. As a pilot member, you agree to complete the 2-week accelerator as designed and attend one 30-minute feedback session within 14 days of your accelerator “completion” date. While the 3-month support is optional, most find it useful and enjoyable. Your insights may be used in our marketing, but we will only use your first name and area of expertise–never your photo without your consent.
RECITALS / BACKGROUND
1. Provider designs and delivers confidential training, advisory, and proprietary frameworks related to independent operations, leadership, and human-centered approaches to AI in professional services (the “Program”).
B. Member desires to obtain the services of Provider to learn and apply these frameworks to Member’s own professional practice, under the confidentiality and IP-security terms of this Agreement.
C. The Program is a limited, private pilot (maximum cohort size ~20 members), and Provider may offer reduced pricing and/or subsidized access in exchange for Member’s participation and feedback.
For good and valuable consideration, the parties agree as follows:
1. SERVICES
1.1 Program Services. Provider will provide access to the Program, which may include (as applicable): live and/or recorded cohort sessions; 1:1 sessions; and Program Materials (templates, slides, frameworks, worksheets, prompts, recordings, and related content) (collectively, “Materials”).
1.2 Program Names/Marks. Provider’s proprietary Materials may be branded and referenced as Indie Ops Method™ and/or Independent Operations Method™ (“Marks”). Member receives no ownership interest in the marks.
1.3 No Professional Advice. Provider is not providing legal, accounting, or regulated professional advice. Member is responsible for decisions and implementation.
2. SCOPE OF SUPPORT (PILOT SUPPORT LEVEL)
2.1 Accelerator Phase. Provider will provide one (1) sixty-minute one-on-one call per week for two (2) weeks total; or up to three (3) twenty-minute laser calls per week.
2.2 “Implementation” Support Phase. Member can access one of the following one-on-one calls per month during the three (3) month support phase: Includes: One (1) forty-five-minute one-on-one call per month; or up to three (3) twenty-minute laser calls per month.
2.3 Boundaries. Provider is not responsible for execution work in Member’s business, direct client delivery, guarantees of outcomes, or on-demand availability.
2.4 Feedback Requirement (Pilot Exchange). Member agrees to complete the accelerator in full (complete all assignments as designed and directed within the FLEX U. virtual HQ, schedule and attend all one-on-one calls during the 2-week accelerator as designed) and attend one (1) mandatory 30-minute feedback session within fourteen (14) days of completing the accelerator (group or one-on-one)
3. COMPENSATION
3.1 Fees. In exchange for the services provided, Member will pay Provider the total amount and in the specific currency (CAD, USD, GBP, or EUR) selected during the online registration process. Payment shall be made according to the schedule selected at checkout: either (a) as a single "pay-in-full" transaction or (b) via a three-month installment plan as authorized by the Member.
3.2 Pilot Subsidy / Discount. Member acknowledges that the Program is offered at a subsidized or discounted rate in exchange for the Member’s active participation and the mandatory feedback obligations detailed in Section 2.4.
3.3 Refunds/Chargebacks. Full refund if written notice is received before start or within 24 hours of start (when “Prepare” Materials are released). No refunds thereafter. Provider may offer a deferral instead of a refund at Provider’s discretion. No chargebacks except for fraud or billing error; unauthorized chargebacks may result in removal and loss of access, subject to applicable law.
4. OWNERSHIP OF INTELLECTUAL PROPERTY; PROFESSIONAL SECURITY (NDA & NON-CIRCUMVENTION)
4.1 Provider IP (Background IP). Provider retains exclusive ownership of all pre-existing and independently developed Materials and IP, including Provider’s pillars, frameworks, templates, methodologies, slide decks, recordings, and documentation (“Provider IP”). No transfer of ownership occurs through participation.
4.2 Limited License (Personal/Internal Use Only). Subject to Member’s compliance with this Agreement, Provider grants Member a limited, revocable, non-exclusive, non-transferable license to use Provider IP solely for Member’s internal learning and application in Member’s own business/practice. Member will not (without Provider’s prior written consent):
(a) share Provider IP or Materials with any third party (including team members);
(b) copy, publish, distribute, sell, sublicense, or post Provider IP/Materials publicly; or
(c) teach, train, certify, or create/assist a competing Program substantially based on Provider IP.
4.3 Contributions; Developed IP (Commissioned works; Assignment; License). Member may provide feedback, suggestions, refinements, examples, or other contributions during the Program (“Contribution/s”). Member agrees that all Contribution/s created in connection with the Program are specially commissioned works and are owned by Provider from the moment of creation. Member hereby irrevocably assigns to Provider all right, title, and interest in and to such Contribution and any related intellectual property rights, from the moment of conception, and agrees to sign further documents if needed to confirm Provider’s ownership. In any event, Member grants Provider a perpetual, irrevocable, worldwide, royalty-free license to use, modify, commercialize, and incorporate Contributions into Provider’s works and offerings.
Clarity: This does not transfer ownership of Member’s general business know-how, client work, deliverables, or pre-existing Materials; it applies only to Contributions created in connection with the Program and/or that disclose or build on Provider IP or Confidential Information.
4.4 Member Materials. Member retains ownership of Member’s pre-existing Materials and business information. Member grants Provider a limited license to use de-identified outputs only as reasonably necessary to operate and improve the Program, unless otherwise agreed in writing.
4.5 NDA (Confidentiality) — Perpetual.
(a) Confidential Information. “Confidential Information” includes, without limitation: Provider IP; Materials; session content; prompts; Program structure; pricing/discount strategy; distinctive pillar/framework organization; and non-public discussions and documents.
(b) Perpetual confidentiality. Member agrees to keep Confidential Information private and to never disclose it to any third party or use it except as permitted under this Agreement. This obligation is perpetual and survives completion or termination of the Program.
(c) No recording / redistribution. Member will not copy, record, screenshot, upload, or distribute sessions or Materials.
(d) AI tools boundary. Member may use AI tools for Member’s own work, but will not upload Provider Materials or Confidential Information into any AI tool or system in a way that stores, trains on, shares, or makes them reusable or accessible by others.
(e) Security + incident notice. Member will use reasonable security measures and promptly notify Provider of any suspected unauthorized access, loss, or disclosure.
(f) Return/deletion. Upon Provider’s request, Member will delete/return Materials and Confidential Information in Member’s possession or control.
(g) Exceptions. Confidentiality does not apply to information Member can prove (with written records) is public through no breach, was lawfully known before disclosure, was lawfully received from a third party without breach, or was independently developed without using Confidential Information.
(h) Enforcement. Member acknowledges breach may cause irreparable harm and Provider may seek injunctive relief and other remedies.
4.6 Non-Circumvention (24 months; tied to methodology/pillars). For twenty-four (24) months after Program completion, Member will not use Provider’s Confidential Information, Provider IP, or distinctive methodology/pillar-framework organization to develop, launch, sell, teach, consult for, or materially assist a competing training/coaching/education Program that is substantially similar in structure or purpose.
5. TESTIMONIALS & FEEDBACK RELEASE
5.1 Member grants Provider a perpetual, irrevocable, worldwide, royalty-free license to use Member’s feedback and testimonials for marketing, education, and product development.
5.2 Provider will use partial anonymized attribution (first name, area of expertise) unless Member consents in writing to be named.
5.3 Member may opt out of marketing use by written notice; Provider may still use de-identified feedback for internal improvement.
6. EARNINGS DISCLAIMER & LIMITATION OF LIABILITY
6.1 No Guaranteed Outcomes. Member acknowledges Provider provides tools and frameworks but makes no guarantee of outcomes, income, or business success.
6.2 Liability Cap. Provider’s total liability for any claim arising out of this Agreement shall not exceed fees actually paid by Member, except where liability cannot be limited by law.
6.3 No Indirect Damages. Provider will not be liable for indirect, incidental, special, consequential, or punitive damages to the extent permitted by law.
7. CAPACITY; ASSIGNMENT; SUCCESSOR ENTITY (DELAWARE SUCCESSION)
7.1 Member enters this Agreement personally and remains bound even if Member later forms an entity.
7.2 Member acknowledges Provider’s intent to incorporate a successor entity in Delaware, USA within twelve (12) months (the “Successor Entity”) and irrevocably consents to assignment of this Agreement (and all related rights and obligations) to that Successor Entity.
8. GOVERNING LAW; VENUE; FEES
8.1 Governing Law. Until assignment to the Successor Entity occurs, this Agreement is governed by the laws of Ontario and the federal laws of Canada. Upon assignment, governing law shifts to Delaware.
8.2 Venue/Jurisdiction. The parties irrevocably attorn to the exclusive jurisdiction of the courts of the Province of Ontario and the federal courts of Canada sitting in Ontario (as applicable) for any dispute arising out of or relating to this Agreement, and waive any objection based on forum non conveniens. Notwithstanding the foregoing, Provider may seek injunctive or equitable relief in any court of competent jurisdiction to prevent or stop an actual or threatened breach of Section 4.
8.3 Legal Fees. Each party bears its own legal fees and costs unless a court orders otherwise.
9. GENERAL
9.1 Entire Agreement; Amendments. This Agreement constitutes the entire agreement and may be amended only in writing signed by both parties.
9.2 Severability. If any provision is invalid, the remainder remains effective.
9.3 Member Consent. Check-boxed participant consent is valid and binding. By clicking the "I Agree" checkbox during registration, Member acknowledges they have read, understood, and agreed to be bound by the terms of this Master Participation Agreement (version Jan 28 2026) as if they had signed it in writing.
