Self-serve customers: Completing checkout on motivraos.com and accepting the Terms of Service, Privacy Policy, and Data Processing Addendum forms your binding Subscription. You do not need to sign this Order Form.
Enterprise / custom deals: This specimen is used when Provider and Customer agree commercial terms in writing (multi-shop, custom pricing, invoicing, or SLA). Contact motivraos@sbladvisory.com to request a completed Order Form.
Order Form No.: OF-ENTERPRISE (specimen)
Order Date: To be completed at signing
Documents effective: Terms of Service, DPA, and Privacy Policy version 1.0, effective 2026-09-17
This Order Form is entered into by and between the Provider and Customer named below. It incorporates by reference:
- Terms of Service (version 1.0, effective 2026-09-17)
- Data Processing Addendum (version 1.0, effective 2026-09-17)
- Privacy Policy (version 1.0, effective 2026-09-17) (for reference / publication)
In case of conflict on commercial terms (fees, quantity, term, payment), this Order Form controls. Capitalized terms not defined here have the meanings in the Terms of Service.
1. Parties
Provider
| Field | Details |
|---|---|
| Legal name | Strategies Beyond Limits |
| Trade name | SBL Advisory |
| Jurisdiction | Corporation under the laws of Ontario, Canada |
| Registered address | 190 Pineland Court, Waterloo, Ontario N2T 2T1 Canada |
| Company website | https://www.sbladvisory.com/en |
| Product website | https://motivraos.com |
| Notices email | motivraos@sbladvisory.com |
| Billing email | motivraos@sbladvisory.com |
| Signing contact | To be completed at signing |
Customer
| Field | Details |
|---|---|
| Legal name | To be completed |
| Jurisdiction / entity type | To be completed |
| Business / shop trade name | To be completed |
| Registered / billing address | To be completed |
| Country | [ ] Canada [ ] United States Other: ________ |
| Notices email | To be completed |
| Billing email | To be completed |
| Signing contact | To be completed |
| Authorized admin (day-to-day) | To be completed |
2. Subscription
| Field | Details |
|---|---|
| Product | Motivra (hosted SaaS; a product of Strategies Beyond Limits) |
| Plan name | To be completed (e.g. Custom / multi-shop) |
| Start Date | To be completed |
| Initial Term | To be completed |
| Renewal Term | To be completed |
| Non-renewal notice | 30 days before end of then-current term (unless otherwise agreed) |
| Production instances included | As agreed (default 1 shop / production deployment unless stated) |
| Staging / non-production | As agreed |
| Approximate staff seats / users | Informational unless metered below |
| Primary shop location / timezone | To be completed |
| Public / instance URL (if known) | To be completed |
Included functionality (standard): shop operations features as generally described in the Terms of Service (work orders, quotes/invoices/PDF, inventory, appointments, reminders, reports, staff roles, customer/dealership portal, email/SMS/in-app notifications as configured). Online card payment processing for end customers is not included unless expressly added below.
3. Fees and payment
Currency: [ ] CAD [ ] USD — as agreed in writing
| Line item | Amount | Frequency | Notes |
|---|---|---|---|
| Setup / onboarding fee | As agreed | One-time | |
| Subscription fee | As agreed | Monthly / Annual | Recurring during Term |
| Staging environment (optional) | As agreed | As agreed | |
| SMS / messaging overage (optional) | As agreed | As agreed | |
| Other add-ons | As agreed | As agreed |
Payment terms: As agreed (for example Net 15 / Net 30, or card via Stripe).
Billing method: As agreed.
Invoice schedule: As agreed.
Taxes (GST/HST, sales tax, etc.) are extra where applicable, per the Terms of Service.
Refunds / cancellation: Unless this Order Form states otherwise, the cancellation and refund rules in the Terms of Service apply (cancel per agreed notice; access through paid period; no mid-term prorated refunds except provisioning failure or as required by law).
4. Support
| Item | Commitment |
|---|---|
| Support channel | Email: motivraos@sbladvisory.com |
| Support hours | Mon–Fri 9:00–17:00 America/Toronto, excluding Ontario statutory holidays (unless otherwise agreed) |
| Target initial response | 1 business day for standard issues (commercially reasonable; not a guaranteed uptime SLA) |
| Severity / on-call | None unless Schedule A attached |
This is a commercially reasonable support commitment, not a guaranteed uptime SLA, unless a separate SLA is attached as Schedule A.
Schedule A (SLA): [ ] None [ ] Attached
5. Data and communications
Customer acknowledges that:
- Customer is the controller of end-customer and related CRM data; Provider is the processor, per the Data Processing Addendum.
- Customer is responsible for CASL (Canada), TCPA and related U.S. rules, and all required consents for email/SMS sent via the Service.
- Customer Data may be processed in Canada and/or the United States by Provider and subprocessors listed in the DPA.
6. Special terms
[Optional commercial exceptions. If none, write “None.”]
None (unless completed at signing).
7. Documents incorporated
By signing below, each party agrees that this Order Form, the Terms of Service, and the Data Processing Addendum form a binding agreement. The Privacy Policy describes Provider’s privacy practices for account and related information.
| Document | Version / effective date |
|---|---|
| Terms of Service | 1.0 / 2026-09-17 |
| Data Processing Addendum | 1.0 / 2026-09-17 |
| Privacy Policy | 1.0 / 2026-09-17 |
8. Signatures
IN WITNESS WHEREOF, the parties have executed this Order Form as of the Order Date first written above (or the date of the last signature below, if later). Electronic signatures are valid.
Customer
Authorized signature: ______________________________________
Name: ______________________________________
Title: ______________________________________
Date: ______________________________________
Provider — Strategies Beyond Limits
Authorized signature: ______________________________________
Name: ______________________________________
Title: ______________________________________
Date: ______________________________________
Enterprise specimen — Last updated: 2026-09-17. Self-serve subscriptions are governed by online checkout and the published Terms / DPA / Privacy Policy without signing this form.