Refund and Return Policy

Last updated September 2026

Digital products

This covers the starter kits, workbooks, templates, and any other file or tool you pay for and download.

All digital sales are final. Because the file is delivered immediately and can’t be returned, digital purchases aren’t refundable once the order goes through. Please read what’s included before you buy, and email me first if you aren’t sure whether a product covers what you need. I’d rather answer that question than have you buy the wrong thing.

If you can’t access what you bought

That isn’t a refund situation, it’s a delivery problem, and it’s usually fixed in minutes. Email me and I’ll send the file directly. Check your spam folder first, since delivery emails land there more often than they should.

If a file is wrong, corrupt, or incomplete

Email me and I’ll replace it. If I can’t get you a working version of what you paid for, I’ll refund that purchase. Final sale covers a change of mind — not a product I failed to deliver.

Printed books, workbooks, and planners

Printed products are produced one copy at a time by Lulu, the print-on-demand partner that handles printing, shipping, and payment for physical orders. Nothing is printed until you order it, and there’s no warehouse to return a book to. For that reason, printed products can’t be returned or refunded because you changed your mind about the purchase.

If your order arrives damaged, misprinted, or incomplete

This one is straightforward. Email me within 30 days of delivery with your order number and a photo of the problem, and I’ll arrange a replacement at no cost. That includes crushed covers, pages bound out of order, missing or blank pages, and coil damage.

If your order never arrives

Email me with your order number. I’ll track it down with Lulu and either locate the package or have a replacement sent.

Quarterly planners and dated products

The Edge Business Partner™ is dated by quarter. Please check the quarter on the edition you’re ordering before you buy, since a planner for a quarter that has already begun can’t be exchanged for a different one. If you order the wrong quarter and the order hasn’t gone to print yet, email me immediately and I’ll try to catch it.

Books bought somewhere else

If you bought a Solo Agent Academy book through Amazon, Kindle, or another retailer, that retailer processed your payment and their refund policy applies. Contact them directly — I have no access to those orders and can’t refund them. If the problem is with the book itself rather than the order, I’d still like to hear about it.

Free tools and downloads

The free tools, calculators, and downloads on this site cost nothing, require no signup, and involve no payment, so there’s nothing to refund. If one of them is broken, though, please tell me. I’d rather hear it from you than discover it six months later.

The Local Authority Brief™

The newsletter is free. Every issue has an unsubscribe link at the bottom, and it works immediately. No email required to unsubscribe, no exit survey, no “are you sure.”

How replacements and refunds are handled

Replacement copies of printed products are arranged through Lulu and reprinted at no cost to you. In the rare case where a refund is owed — a file I can’t deliver, or a printed order that can’t be replaced — it goes back to your original payment method. How quickly it appears depends on your bank or card issuer, typically three to ten business days.

How to reach me

Email support@soloagentacademy.com. Include what you bought, roughly when, and what went wrong. If it’s a printed product, include the order number and a photo.

I answer these personally, normally within two business days. This is a solo business, so it’s me reading your email — not a ticket queue.

Changes to this policy

If this policy changes, the updated version is posted here with a new date at the top. The policy in effect on the day you bought something is the one that applies to your purchase.