Client Services Agreement
Read the agreement and fee schedule below, then sign at the end of the page. It takes a few minutes, and it is the only paperwork we ask for.
This Client Services Agreement ("Agreement") is entered into by and between Premier Life Management ("PLM," "we," "us," or "our"), with offices in Tampa, Florida and New York, New York, and the client identified in the sign-up form below ("Client," "you," or "your"), effective as of the date of electronic signature below (the "Effective Date").
1Client & Engagement Information
The client details, billing and service addresses, and servicing office are provided in the sign-up form at the end of this page. This Agreement governs all personal concierge and lifestyle management services requested by Client and performed by PLM, and incorporates by reference the Fee Schedule attached as Exhibit A.
2Scope of Services
PLM provides personal assistance, household management, errand coordination, event and travel arrangement, vendor coordination, and related lifestyle management services ("Services") as requested by Client from time to time. Specific tasks are undertaken only after Client's request and, where required under Section 5, Client's written or oral authorization.
PLM is not a fiduciary, financial advisor, legal advisor, or medical provider, and no Service should be construed as professional advice in those fields.
3Fees & Rate Schedule
Client agrees to pay PLM for Services at the hourly rate(s) and under the terms set out in the attached Exhibit A – Fee Schedule, which is incorporated into and forms part of this Agreement. PLM will provide Client with at least thirty (30) days' written notice (which may be by email) before any change to the rates in Exhibit A takes effect for future Services; rates in effect at the time Services are rendered will apply to those Services.
All fees are stated and payable in U.S. Dollars.
4Deposit & Payment Terms
- An initial deposit as set out in Exhibit A may be required before Services begin and will be applied to Client's first invoice.
- PLM will submit an itemized invoice detailing Services rendered and any reimbursable expenses within 30 days after the prior calendar month.
- Payment is due upon receipt of invoice (within 14 days) unless otherwise agreed in writing.
- If an invoice remains unpaid more than twenty-one (21) days after the invoice date, Client authorizes PLM to charge the outstanding balance to the credit card on file, as authorized in the Payment Authorization below.
- Accepted payment methods: ACH, check, wire.
Payment Authorization. By signing below, Client authorizes PLM to charge the credit card provided on the attached payment form for: (i) the initial deposit; (ii) any invoiced balance unpaid after twenty-one (21) days; and (iii) pre-authorized expenses incurred on Client's behalf under Section 5. Client may update payment information at any time by written notice to PLM.
5Reimbursable Expenses
Out-of-pocket expenses incurred on Client's behalf (e.g., purchases, third-party vendor fees) are separate from and in addition to the hourly rate. PLM will not incur any expense over $3,000 without Client's prior authorization by email, text, or other written form. Expenses charged directly to Client's card on file carry no additional fees for direct expenses. Invoices paid in full by credit card carry a convenience fee of up to 3%, as detailed in Exhibit A. No convenience fee applies to expenses paid by check, ACH or wire.
6Scheduling, Minimums & Cancellations
Any monthly service minimum and cancellation fee are set out in Exhibit A. Client agrees to provide at least twenty-four (24) hours' notice to cancel or reschedule a scheduled service; cancellations with less notice are subject to the cancellation fees based on the originally booked time stated in Exhibit A. Third-party vendor cancellation fees may also apply.
7Third-Party Vendors & Services
Where PLM engages a third-party vendor or service provider on Client's behalf (e.g., cleaning, transportation, contractors), Client acknowledges that PLM is not responsible for that third party's acts, omissions, or the quality of goods or services provided, and Client's recourse for any loss or damage lies directly against that third party. Where PLM has referred Client to a vendor without placing an order on Client's behalf, PLM does not guarantee the performance of any third-party vendor or subcontractor.
8Term & Termination
This Agreement begins on the Effective Date and continues until terminated by either party upon fourteen (14) days' written notice to the other. Client remains responsible for payment of all Services rendered and expenses incurred prior to the termination date.
9Confidentiality
PLM will treat all of Client's personal, household, financial, and scheduling information as confidential and will not disclose it to third parties except: (i) as reasonably necessary to perform the Services; (ii) with Client's consent; or (iii) as required by law.
10Warranties & Disclaimers
PLM will perform the Services using reasonable care and skill consistent with industry practice. Where PLM provides goods or services supplied by a third party, PLM makes no warranty as to their quality, merchantability, or fitness for a particular purpose, and Client's recourse lies with that third party directly. PLM does not provide recommendations that substitute for Client's own judgment regarding third-party goods, services, or contracts.
11Limitation of Liability
To the fullest extent permitted by law, PLM and its officers, directors, employees, and agents will not be liable to Client for any indirect, incidental, consequential, special, exemplary, or punitive damages, or for lost profits, arising out of or relating to the Services or this Agreement, regardless of whether PLM was advised of the possibility of such damages. PLM's total aggregate liability to Client under this Agreement, for any cause, will not exceed the total fees paid by Client to PLM in the three (3) months preceding the event giving rise to the claim.
12Force Majeure
PLM is not liable for any delay or failure to perform resulting from causes beyond its reasonable control, including acts of God, weather, strikes, accidents, war, fire, or shortage of supply, and will be entitled to a reasonable extension of time to perform.
13Governing Law & Venue
This Agreement is governed by the laws of the State of Florida, without regard to its conflict-of-laws principles. The parties agree that the venue for any dispute arising out of this Agreement will be the state or federal courts located in Hillsborough County, Florida, provided that this Agreement does not limit either party's ability to bring a claim in a small claims court of competent jurisdiction. The prevailing party in any litigation arising out of this Agreement is entitled to recover its reasonable attorneys' fees and costs from the non-prevailing party.
14Electronic Signature & Records
Client consents to execute this Agreement, and to receive invoices, notices, and disclosures related to it, by electronic means. Client agrees that an electronic signature on this Agreement has the same legal effect as a handwritten signature, and that PLM may retain an electronic record of this Agreement and the signing process (including timestamp and signer identity) as the authoritative copy.
15Entire Agreement; Amendments
This Agreement, together with Exhibit A and any Statement of Work the parties execute, constitutes the entire agreement between the parties regarding the Services and supersedes all prior discussions or agreements on the subject. Except for rate changes under Section 3, any amendment must be in writing and signed by both parties. This Agreement does not affect the separate Website Terms of Use governing use of PLM's website.
AExhibit A – Fee Schedule
This Fee Schedule is incorporated into and forms part of the Client Services Agreement between Client and Premier Life Management. Rates below are effective as of the date shown and remain in effect until superseded by written notice under Section 3 of the Agreement.
Hourly Rates — Tampa Bay
| Florida Rate | Hourly Rate | Monthly Minimum | What's Included |
|---|---|---|---|
| Weekdays | $89.50 / hr | 10 hrs / mo | Standard errand & scheduling support |
| After Hours & Weekends | $155 / hr | Billed in 1-hour increments, no minimum | Priority scheduling, travel & all vendor supervision & coordination * |
Hourly Rates — New York
| NYC Rate | Hourly Rate | Monthly Minimum | What's Included |
|---|---|---|---|
| Weekdays | $160 / hr | 10 hrs / mo | Standard errand & scheduling support |
| After Hours & Weekends | $225 / hr | Billed in 1-hour increments, no minimum | Priority scheduling, travel & all vendor supervision & coordination * |
Travel Rates
| Travel | Daily | What's Included |
|---|---|---|
| Weekdays | $850 / day (team members) | Property specified |
Surcharges
| Recognized holidays | +$200 / hr |
| Travel outside Tampa Bay / NYC metro | For all PLM team members besides Jodi, travel days or out-of-area days are billed at a $850 minimum or the hourly rate, whichever is greater. Jodi's fees are discussed when needed. |
Deposits, Minimums & Fees
| Item | Amount |
|---|---|
| Initial deposit (if applicable; applied to first invoice) | Based on first requests |
| Late-cancellation fee (< 24 hrs notice) | Based on request and time designated for request |
| Expense pre-authorization threshold | $3,000 (written authorization required above) |
* Priority scheduling and vendor coordination as described. Effective date of this Fee Schedule: the Effective Date of the Agreement.
✓Sign & Submit
By signing below, Client acknowledges having read and agreed to this Client Services Agreement, including Exhibit A – Fee Schedule. Your details are sent directly to Premier and kept private.
Your signed agreement has reached the Premier office, and a copy is on its way to your email. Someone will be in touch to begin.