Consulting Client Agreement

SandwichGen · Last updated August 16, 2026

Applies to: Ask Me Anything Call ($125 / 30 min) · Care Strategy Session ($249 / 60 min) · Care Strategy Session + Follow-Up ($349 / 60 min + 30 min) · Care Navigation Intensive ($597 / 3 × 60 min)

Between: Christina Grupico, an individual doing business as SandwichGen (“SandwichGen,” “I,” “me,” “my”) and you, the person booking and paying for a session (“you,” “Client”).

Effective: the moment you check the consent boxes at booking and submit payment. Doing that is a binding agreement and your digital signature. If you don’t agree with something here, please don’t book — email hello@sandwichgen.info and I’ll answer your questions first.

1. What I’m providing, and what I’m not

1. What you get. Depending on the service you purchased: a scheduled video call (30 or 60 minutes), a recording of that call, and — for the Care Strategy Session, the Care Strategy Session + Follow-Up, and each session of the Care Navigation Intensive — a written one-page action plan delivered by email within 48 business hours of the call. That is the complete deliverable. The Ask Me Anything Call includes the call and recording only; no written plan.

   Care Strategy Session + Follow-Up adds one 30-minute follow-up call, scheduled by you after the main session, to check what worked, what didn’t, and what to adjust. The follow-up includes a recording but no second written plan, and must be used within 60 days of the main session or it expires with no refund or credit.

2. What this is. Education, information, strategy, and navigation guidance drawn from my personal and professional experience in senior care. Nothing more.
3. What this is not. This service does not include, and I will not provide:
   • Care management, case management, or ongoing coordination of anyone’s care
   • Placement services, facility tours, or recommendations of a specific provider I have vetted on your behalf
   • Any clinical or functional assessment of a person’s health, cognition, or capacity
   • Review or interpretation of medical records, imaging, labs, or clinical notes
   • Contact with, or advocacy to, any physician, hospital, insurer, agency, attorney, or government body on your behalf
   • Preparation, review, or interpretation of any legal or financial document, including powers of attorney, advance directives, trusts, wills, Medicaid applications, or insurance claims
   • Any service in a state, or of a type, that requires a professional license
4. I am not a licensed professional. I am not a physician, nurse, therapist, social worker, licensed geriatric care manager, board-certified patient advocate, attorney, accountant, financial advisor, or insurance agent, and I am not holding myself out as any of these. I hold no clinical or professional license of any kind. My credential is 11 years of operating a licensed senior care company, and the lived experience of caring for my own grandparents, parents, and children.
5. You still need the real professionals. Nothing I say replaces advice from a licensed physician, attorney, financial advisor, or social worker, and you agree to consult those professionals for anything inside their scope. Where I identify something that belongs to a licensed professional, I’ll tell you that — telling you what kind of professional to go find is part of what you’re paying for, and it’s where that referral stops.
6. No referral fees. Ever. I accept no commission, kickback, finder’s fee, or compensation of any kind from any care agency, senior living community, placement service, insurer, attorney, or vendor. If I ever name a type of provider or a resource, I have no financial interest in whether you use them. My only compensation from you is the fee you pay me directly.
7. Not covered by insurance. These services are not reimbursable by Medicare, Medicaid, long-term care insurance, health insurance, or any employer benefit, and I do not bill, code for, or submit claims to any of them.
8. You must be 18 or older and legally able to enter this agreement.

2. No guarantees, and who owns the outcome

1. No guaranteed results. What you get out of this depends on your situation, your family, your finances, what’s available where you live, timing, and many things neither of us controls. I have not made, cannot make, and will not make any guarantee — express or implied — about outcomes, savings, care quality, placement, approval of any benefit, or the health or wellbeing of any person. Any story, testimonial, or example you have seen is an illustration of what happened for someone else, not a promise of what will happen for you.
2. You own your decisions. You alone are responsible and accountable for your decisions, your actions, and their results. By participating, you agree not to hold me responsible for any decision you make or don’t make, at any time, under any circumstance.
3. Educational and informational purposes only. All content, materials, templates, recordings, and written plans provided in connection with this service are for educational, informational, and personal planning purposes only, and do not constitute medical, nursing, psychological, legal, accounting, tax, insurance, or financial advice.
4. Third-party information. I may reference public programs, benefit types, categories of provider, or general cost ranges. Rules, eligibility, availability, and pricing change constantly and vary by state and county. I make no representation that any such information is current, complete, or applicable to your situation, and you agree to verify anything you rely on with the governing agency or a licensed professional.

3. Scheduling, payment, cancellations, and refunds

1. Payment is due at booking. Your session is not reserved until payment clears. All prices are in U.S. dollars. If you are paying from outside the U.S., currency conversion and any fees your bank charges are yours.
2. Intake is required. For the Care Strategy Session, the Care Strategy Session + Follow-Up, and the Care Navigation Intensive, you must complete the pre-call intake form at least 24 hours before the call. This is what lets me show up already knowing your situation instead of spending your paid time on background. If intake is not submitted 24 hours out, I may reschedule the call once; if it still is not submitted before the rescheduled time, the session is forfeited.
3. Rescheduling. You may reschedule at no charge up to 48 hours before your session using the link in your confirmation email. Inside 48 hours I am not able to fill that slot, so the session is treated as delivered and no credit is issued. I know life with an aging parent doesn’t run on a schedule — I’ll use reasonable discretion for a genuine emergency, once.
4. Late arrival and no-shows. Your session ends at its scheduled end time regardless of when you join. If you have not joined within 20 minutes of the start time, the session is forfeited with no refund or credit.
5. If I have to reschedule. If I cancel or move your session for any reason, you get first choice of my next available slots, or a full refund of that session — your call.
6. Refunds.
   • Before the session: cancel more than 48 hours before your scheduled time and you get a full refund, no questions.
   • Inside 48 hours, or after the session has been delivered: no refunds. You are paying for a reserved, capacity-limited block of my time and the work around it, and once that block is spent it cannot be resold.
   • Care Strategy Session + Follow-Up: once the main session has been delivered, the package is non-refundable, including the unused follow-up. The follow-up is part of a bundle, not a separately purchased item.
   • Care Navigation Intensive: if you want out after starting, email me within 30 days of purchase and I’ll refund $597 minus $249 for each session already delivered. After 30 days, no refund.
7. The plan revision, instead of a refund. If the written action plan misses your situation, tell me within 7 days of receiving it and I’ll revise it once at no charge. This is the full extent of any satisfaction remedy — I don’t offer open-ended follow-up work, because a hard cap on my hours is the only reason I’m able to give any client real attention.
8. Use-by windows. The 30-minute follow-up in the Care Strategy Session + Follow-Up expires 60 days after the main session. All three sessions of the Care Navigation Intensive must be completed within 90 days of the first session. Unused sessions expire with no refund or credit.
9. What the fee covers. The fee covers the scheduled call or calls, the recording, and the written plan where included. It does not include ongoing email or text support, phone calls between sessions, document review, or research on your behalf. If you want more time, book more time — I’d rather that than quietly become your unpaid case manager.
10. Chargebacks. If you have a billing problem, email hello@sandwichgen.info first and I’ll fix it. Initiating a chargeback or payment dispute without contacting me first is a breach of this agreement, and you agree to reimburse any fees or costs I incur defending it.
11. Questions and response time. Email hello@sandwichgen.info any time. I respond within 1–2 business days.

4. Privacy, recording, and the person we’re talking about

1. I keep what you tell me confidential. I won’t share the specifics of your family’s situation with anyone. The exceptions are narrow: where you give me written permission; where a service provider I use to run the business (scheduling, payment, video, email) necessarily processes it; where I am legally required to disclose; or where I believe in good faith that someone is at risk of serious harm.
2. Abuse, neglect, and exploitation. Some states — including Texas, where I am based — require any person who suspects that an elderly or disabled adult is being abused, neglected, or financially exploited to report it to the state. If something you tell me triggers that obligation or a good-faith concern for someone’s safety, I will report it, and I am telling you that now, before you book, rather than after.
3. HIPAA doesn’t apply to me — but this does. I am not a healthcare provider, health plan, or clearinghouse, so I am not a HIPAA covered entity and this service carries none of HIPAA’s protections. Please do not send me medical records, test results, imaging, or clinical documents. If you send them, I won’t review them and I’ll delete them. Tell me your situation in your own words instead; that is all I need and all I want.
4. The person you’re calling about. You will likely be talking about a parent or another adult who isn’t on the call. By booking, you represent that you are either that person’s legal representative, or that you are sharing what you are sharing appropriately and voluntarily as a family member. I am not asking for and do not want that person’s private records. Any adult with capacity has the right to make their own decisions, and nothing in this session overrides that.
5. Recording. Sessions are recorded so I can build your written plan and so you have it to share with a sibling or spouse. By joining the call you consent to being recorded. If you don’t want to be recorded, tell me before we start and I’ll work from notes instead — you’ll still get the plan. You may not separately record the session, or publish, post, or distribute the recording publicly. The recording is yours for personal and family use.
6. How long I keep things. I retain intake forms, notes, recordings, and plans for 12 months, then delete them, unless you ask me to delete sooner. Email hello@sandwichgen.info and I’ll delete your file.
7. Anonymous learning. I may use de-identified patterns from client situations — the shape of a problem, never a name, location, or identifying detail — to improve my materials and content. If you would rather I didn’t, say so and I won’t.

5. My work product, and your story

1. What’s mine stays mine. My frameworks, templates, checklists, action-plan format, intake instrument, session structure, and all written and recorded materials are my intellectual property. You get a personal, non-transferable license to use them for your own family’s situation.
2. What you can’t do with it. You may not resell, republish, redistribute, license, or teach from my materials, use them to build a competing product or service, or use them to train any artificial intelligence or machine learning system. Sharing your own plan with your spouse, siblings, or your parent’s doctor or attorney is expected and fine — that’s what it’s for.
3. Testimonials are opt-in. If you are happy and want to say so, I will ask. I will not use your name, likeness, voice, image, story, or any recording of you in marketing without your separate written permission, given after the session. You can decline and it changes nothing about the service you receive. If you do give permission, you agree that what you say will be truthful and your own.
4. If you give a testimonial, keep it real. Any statement you provide should reflect your actual experience. I will present it accurately and won’t edit it into something you didn’t mean.

6. Liability, indemnity, and disputes

1. As-is. Services and materials are provided on an “as-is” and “as-available” basis. All warranties, express or implied — including merchantability, fitness for a particular purpose, and non-infringement — are disclaimed to the fullest extent the law allows.
2. Limitation of liability. To the fullest extent permitted by law, SandwichGen and its owner, officers, employees, and contractors will not be liable for any indirect, incidental, consequential, special, punitive, or exemplary damages, or for lost profits, lost opportunity, or costs of care, arising from or related to this agreement or the services — even if advised of the possibility. In any event, total liability for any claim is limited to the amount you actually paid for the service giving rise to the claim.
3. Indemnity. You agree to defend, indemnify, and hold harmless SandwichGen and its owner, officers, employees, contractors, and affiliates from any claims, damages, losses, liabilities, costs, and expenses, including reasonable attorneys’ fees, arising from your breach of this agreement, your misrepresentation, your use of the services, or any decision or action you or your family takes.
4. Talk to me first. Before filing anything, you agree to raise the issue with me in writing at hello@sandwichgen.info and to work in good faith toward a resolution for 30 days.
5. Governing law and venue. This agreement is governed by the laws of the State of Texas, without regard to conflict-of-law rules. Any action arising from it will be brought in the state or federal courts located in Denton County, Texas, and both parties consent to that jurisdiction and venue and waive any objection to it.
6. Jury and class action waiver. Both parties waive the right to a jury trial. Claims may be brought only on an individual basis; class, collective, consolidated, and representative actions are waived.
7. Fees. Each party bears its own attorneys’ fees, costs, and expenses.
8. Severability. If any provision is held invalid or unenforceable, the rest of the agreement stays in force, and that provision is enforced to the greatest extent permitted.
9. Entire agreement and changes. This is the entire agreement between us on this subject and supersedes anything said or written before it. I may update these terms going forward; the version you accepted at booking governs your session. No change is binding unless in writing.
10. Assignment and survival. You may not transfer your session or this agreement to anyone else without my written consent. Sections 2, 4, 5, and 6 survive the end of this agreement.
11. Electronic signature. By checking the consent boxes at booking and submitting payment, you are providing your digital signature, which under the federal E-SIGN Act carries the same legal effect as a handwritten one.

Questions before you book? Email hello@sandwichgen.info.
SandwichGen · Christina Grupico · 11 years running a home care agency · 25 years a family caregiver