CONSULTANCY POLICY

Effective Date: 14 NOV 2025
Organization: Yasir Zayed

1. Purpose

This Consultancy Policy establishes the principles, standards, and operational framework governing consultancy services provided by Yasir Zayed across business development, sales, marketing, IT solutions, logistics, bookkeeping, trade & distribution, and related advisory services.

The policy ensures professionalism, accountability, quality service delivery, and structured client engagement throughout all consultancy projects.

2. Scope of Consultancy Services

Yasir Zayed offers consultancy services including but not limited to:

Business Strategy & Development
Sales Development & Optimization
Marketing Strategy & Execution
Promotional Campaign Advisory
IT Development & Digital Solutions
AI Integration & Automation
Inventory Management Consulting
Logistics & Supply Chain Advisory
Bookkeeping & Financial Process Support
Trade, Procurement & Distribution Consulting

Services may be delivered through projects, retainers, advisory sessions, implementation support, or hybrid engagement models.

3. Consultancy Principles

All consultancy engagements shall be guided by:

Professional integrity and ethical conduct
Confidentiality and data protection
Client-centered problem solving
Practical and measurable outcomes
Strategic thinking and evidence-based recommendations
Transparency in communication and deliverables

4. Engagement Process

Consultancy engagements typically follow the following process:

1. Initial Consultation

Discovery meeting or consultation request review
Preliminary needs assessment
Service suitability evaluation

2. Proposal & Scope Definition

Scope of work documentation
Deliverables and milestones definition
Timeline agreement
Commercial proposal and quotation

3. Engagement Confirmation

Approval of proposal
Agreement on payment terms
Client onboarding and documentation

4. Execution & Delivery

Research, planning, analysis, or implementation
Progress updates and reporting
Stakeholder collaboration where applicable

5. Review & Closure

Deliverable handover
Performance review or final reporting
Recommendations for future engagement

5. Client Responsibilities

Clients are expected to:

Provide accurate information and documentation
Assign relevant decision-makers or contacts
Participate in reviews, approvals, and feedback sessions
Respect agreed payment terms and project timelines
Cooperate in implementation requirements where necessary

Project delays caused by incomplete client information may affect timelines.

6. Consultant Responsibilities

Yasir Zayed shall:

Deliver services professionally and diligently
Maintain confidentiality of client information
Provide timely communication and updates
Execute services according to agreed scope and standards
Offer practical recommendations aligned with client objectives

7. Confidentiality Policy

All information shared by clients shall be treated as confidential unless disclosure is:

Authorized by the client
Required by law
Necessary for operational execution with approved third parties

Consultants and associated personnel must uphold strict confidentiality standards.

8. Fees & Payment Terms

Consultancy engagements may operate under:

Project-based pricing
Monthly retainers
Hourly consulting rates
Performance-based arrangements
Hybrid commercial structures

Payment terms shall be clearly outlined in proposals or agreements.

Failure to meet payment obligations may result in project suspension or termination.

9. Intellectual Property

Unless otherwise agreed in writing:

Yasir Zayed retains ownership of proprietary methodologies, templates, and frameworks.
Clients retain ownership of their internal business information and approved final deliverables.

Reuse or redistribution of proprietary materials without consent is prohibited.

10. Conflict of Interest

Consultancy services shall be delivered objectively and independently.

Potential conflicts of interest shall be disclosed where relevant.

11. Service Limitations

Consultancy recommendations are advisory in nature and based on available information, assumptions, and project scope.

Yasir Zayed does not guarantee specific financial, operational, or commercial outcomes unless explicitly agreed under performance-based arrangements.

12. Termination of Engagement

Either party may terminate an engagement subject to:

Written notice
Settlement of outstanding obligations
Completion or transfer of agreed deliverables where applicable

Immediate termination may occur in cases of breach, misconduct, non-payment, or unethical conduct.

13. Policy Review

This Consultancy Policy shall be reviewed periodically to ensure operational relevance, legal alignment, and service quality improvement.

14. Approval

Approved by Management
Yasir Zayed

We are committed to delivering strategic consultancy services built on professionalism, confidentiality, measurable value, and sustainable business growth.

Consult Policy