Returns & Refunds Policy

Last Updated: 6/29/26

At The Small Business Forge, we stand behind the quality of our programs, resources, and coaching services. Because of the personalized and digital nature of what we offer, our refund policy varies by the type of Service you've purchased. Please review the policy below for the specific Service you're interested in before making a purchase.

1. Digital Products (Courses, Tracks, and Toolkits)

Our courses (including the Founder's Forge and Forge Tracks), toolkits, and downloadable guides are digital products. Due to the nature of digital products and the immediate access provided upon purchase, all sales are final and we do not offer refunds once access has been granted.

If you experience a technical issue accessing your purchase, please contact us at support@thesmallbusinessforge.com and we will work to resolve it promptly.

Exceptions. If you believe you purchased the wrong product or experienced an error during checkout, please contact us within 14 days of your purchase. We will review the situation and work with you toward a fair resolution.

2. Small Business Audit

The Small Business Audit includes a discovery call, a custom strategy report, and a walkthrough call.

After the discovery call. Once your discovery call has taken place, the Audit is non-refundable, as work begins on your custom report immediately following this call.

Before the discovery call. If you need to cancel or reschedule before your discovery call, please contact us directly at support@thesmallbusinessforge.com as soon as possible.

3. 1:1 Coaching

Our 1:1 Coaching package is a 3-month engagement priced at $2,000.

Cancellation window. You may cancel your coaching package within 7 days of purchase, before your first scheduled call, for a full refund.

After the cancellation window or after coaching has begun. Once your first call has taken place, coaching fees are non-refundable. If your circumstances change and you're no longer able to continue, please reach out to us directly at support@thesmallbusinessforge.com to discuss your situation. We will work with you regarding any unused future sessions on a case-by-case basis, at our discretion.

If you're on a payment plan. Once your first call has taken place, you remain responsible for the full remaining balance on your payment plan. If your circumstances change, please reach out to us directly at support@thesmallbusinessforge.com to discuss your situation. We will consider adjustments to your payment plan on a case-by-case basis, at our discretion, but cancelling coaching does not automatically cancel or pause your remaining scheduled payments.

4. Refund Processing

If a refund is approved under any of the circumstances above, it will be processed within 7 to 10 business days and credited to your original payment method.

5. Questions

We know every situation is a little different. If something doesn't feel right or you have questions about your purchase, reach out to us at support@thesmallbusinessforge.com and we'll do our best to find a fair resolution.