Code of Conduct

We are a 6-person partner group. Trust is the glue. These are the non-negotiables.

With Each Other

• Be direct and respectful. Disagreement is healthy. Dismissiveness is not.
• Raise problems early — before they become crises. Sitting on a problem is a failure of ownership.
• Own your mistakes. Transparency is always better than cover-up in a group this small.
• No partner commits the company to anything significant — a contract, a price, a promise to a client — without aligning with Business and PMO first.

With Clients

• We never overpromise. If we are not confident we can deliver something, we say so upfront.
• We never go silent. If there is a problem or delay, we communicate it before the client has to ask.
• One relationship owner per client (Fady as default). No mixed messages from multiple partners.
• We protect client data as if our reputation depends on it — because it does.

On Quality

• Nothing goes to a client without internal review. Not a workflow, not a proposal, not a status update containing bad news.
• “Good enough” is not our standard. We deliver what we said we would, at the quality we committed to.

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Data Privacy and Confidentiality

Even pre-revenue, these rules apply. The habits we build now are the habits we will have when we are handling sensitive client data at scale.

What Is Confidential

• All client business information, data, and operational details
• Our internal pricing, margins, and commercial strategy
• Partner equity and compensation arrangements
• Proprietary automation templates, AI prompts, and methodologies

Rules — No Exceptions

• Client data stored only in approved, secured tools
• Never share one client’s data with another client’s team or workspace
• Never send client data to personal email or personal cloud storage
• When using AI APIs (OpenAI, Claude, etc.) with real client data — confirm the client has consented and we are using the API, not the consumer web interface
• At end of engagement, return or delete client data per agreed terms

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Expense and Financial Conduct

Until a formal financial framework is agreed among partners:

• No partner commits company funds above an agreed threshold without group approval in #finance
• All tool subscriptions and software purchases require prior approval
• Keep receipts for every purchase — no exceptions
• Client-specific expenses (tools or subscriptions bought for a client engagement) are logged separately and may be passed through to the client
• The PMO owns financial tracking and reporting until a dedicated structure is in place