Service terms
How the guarantee works.
We guarantee at least 2 qualified new-client opportunities every quarter. That means prospects asking you for a proposal or a scoping meeting. If we miss, we work free until you have them.
What counts as a qualified opportunity
A qualified opportunity is a request, in writing or on a recorded call, from a person or business that is not a current client of your firm, for a proposal or a scoping meeting on a service your firm offers, that arises from a contact or introduction suggested in a STOA plan.
It is logged in the engine, sourced from a play, outside its holdout and confirmed in the monthly review. Work with current clients does not count.
When counting starts
Counting starts in quarter 2. Quarter 1 covers onboarding, the baseline and plays going live.
What we ask of you
Members complete at least 70% of suggested plan actions, or the guarantee pauses.
If we miss
Service continues at no fee until the count is met. The remedy is our time, not a cash refund.
What the guarantee does not promise
The guarantee concerns qualified new-client opportunities, not closed clients or revenue.
Professional services firms win about 1 in 2 proposals (SPI Research, 2025 benchmark, 403 firms). Two qualified opportunities a quarter is about one new client a quarter. That is an industry average, not a promise of closed clients.
Who it applies to
The same guarantee applies to every firm, solo practices included.
For regulated practices, we review the applicable professional requirements with your firm’s authorized approver and involve counsel where needed.
Your agreement
This page explains the guarantee in plain words. Your signed agreement with STOA sets the terms of your engagement.
Questions about these terms? hello@stoa.agency
Next step
Your next chapter starts with a conversation.
Build on the relationships you have. Open doors to the business you want.
- Who you want to win
- Where your new clients come from today
- Whether STOA is the right fit