Refund Policy — The BI Playbook

We want you to be completely satisfied with your purchase. If something isn't right, we'll do our best to fix it. Here's exactly how our refund policy works.

1. Our Commitment

The BI Playbook products are built on 20+ years of real-world business intelligence experience. We stand behind the quality of everything we sell. If a product doesn't meet the standard we've described, we will make it right.

2. Digital Products — General Policy

All products sold by The BI Playbook are digital products delivered electronically. Because digital products can be accessed immediately upon purchase, refunds are assessed on a case-by-case basis.

We offer a 14-day refund window from the date of purchase for the following reasons:

The product did not function as described
The product was materially different from its description at the time of purchase
You experienced a technical issue that prevented you from accessing the product and we were unable to resolve it
Duplicate purchase (same product purchased more than once in error)

3. Free Products

The BI Baseline Score is a free tool and is not subject to any purchase or refund process.

4. Product-Specific Notes

BI Without the BS ($99)
A 14-day refund is available if the product did not deliver what was described. As this is a downloadable PDF framework, we ask that you contact us before requesting a refund so we can address any concerns directly.

BI Now! ($549)
A 14-day refund is available if the tool did not function as described for your data. Given the nature of this product, we will first attempt to resolve any technical issues. If we are unable to do so within 5 business days, a full refund will be issued.

Complete BI Playbook Bundle ($549)
The same 14-day policy applies. If you purchased the bundle and only have an issue with one component, we will work with you to resolve it rather than requiring a full refund.

5. What Is Not Covered

Refunds will not be issued in the following circumstances:

Change of mind after downloading or accessing the product
The product was purchased more than 14 days ago
You have already received a refund on the same product previously
The product was used to deliver a paid service to a third party

6. UK and EU Consumer Rights

If you are purchasing from the United Kingdom or European Union, you may have additional statutory rights under the Consumer Contracts Regulations 2013 (UK) or the EU Consumer Rights Directive. Specifically, you may have the right to cancel a digital purchase within 14 days, unless you have expressly consented to immediate delivery and acknowledged that this cancels your right of withdrawal.

By completing a purchase and accessing a digital product immediately, you confirm your consent to immediate delivery. Your statutory rights are not affected beyond this.

7. How to Request a Refund

To request a refund, email us at [email protected] with:

Your name and email address used at purchase
The product purchased and date of purchase
The reason for your refund request
Any relevant details (e.g. error messages, screenshots)

We will respond within 3 business days. Approved refunds will be processed back to your original payment method within 5–10 business days, depending on your bank or payment provider.

8. Contact

For any questions about this policy, contact us at:
[email protected]
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