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FAQs

Online courses and PRO bundles

  • You'll receive an instant download link via email. Files are delivered as a zip folder containing PowerPoint, Excel, PDF, and/or other relevant formats. You’ll have lifetime access to re-download your files, but if you ever need help retrieving them, just contact us with your order number.

  • No—we currently only sell 100% digital products. Nothing will be mailed. You’ll receive immediate access to download your purchase.

  • Reach out to us anytime—we’ll respond quickly to help you access your files or troubleshoot any issues.

  • Send us a quick note with the email you used at purchase, and we’ll resend your access or download links.

  • First, check your spam or promotions folder. If it’s not there, reach out online or email us at support@sdrretail.com and we’ll resend your files or fix access issues right away.

  • Most templates are in Microsoft Word, Excel, PowerPoint, or PDF. If you’re using a different program (like Google Docs), some features may not carry over cleanly. Let us know, and we can try to support you.

  • The courses and bundles product pages include a detailed outline, and most offer a free download. If you’re unable to find it, send us a message and we’ll share an example.

  • You’ll be the first to know when the course becomes available. We’ll send a series of emails and an exclusive offer when it launches.

  • Yes, we can tailor course content, bundle tools, or create a private training session aligned to your company’s processes or strategic priorities.

Usage rights

  • Yes! These are designed for you to use and adapt as needed. All templates are fully editable. You can change colors, logos, text, layout—whatever you need to fit your project or company brand. Click here to view our full usage guidelines.

  • You’re welcome to use the files within your own company or project work. However, redistribution or resale of the original files is not permitted. Additional users must make their own purchase. Click here to view our full usage guidelines.

  • Yes! If you're a consultant or agency, you're welcome to use these as part of your client deliverables. We just ask that you don’t resell or redistribute the original files, as they are protected by your user agreement. Click here to view our full usage guidelines.

Payment and refunds

  • We want you to feel confident and excited about your purchase. If you’re not satisfied with your bundle, let us know within 7 days, and we’ll make it right. Click here for more information about our Satisfaction Guarantee.

  • Your confirmation email includes a receipt, and we’re happy to send a formal invoice if needed for reimbursement or expense reporting. Just let us know.

  • We offer multi-seat licenses and team training options. Reach out, and we can create a custom invoice or group bundle.

Project work with Stephen

  • I’m flexible. I can offer focused project assessments and workshops designed to get you unstuck quickly. Longer-term support is available, but not required.

  • I can provide references from VP- and C-level executives at well-known brands. Just let me know if you’re interested in speaking with someone.

  • Although I’m capable of working in hands-on roles on your project (business analysis, project management, testing), I provide the best value in an oversight role.

    I more commonly act as your right hand and representation, overseeing both business and technical teams to make sure they’re delivering the project successfully and accounting for all considerations.

  • I can work on an hourly retainer, fixed fee amount, or credit hours.

    Because of my breadth of experience, most clients opt for a hourly retainer. This gives you a predictable budget and allows me the flexibility to work on anything you need.

  • I often supplement internal teams or external vendors. My role is to make sure your project is set up for success, and sometimes that means helping you get more value from the partners you already have.

Other questions

  • We’re always evolving the content. If there’s something missing that you need, let us know. We might already have it or can prioritize creating it.

  • That’s the plan. We’re currently focused on standing up a high-quality experience for foundational materials, but we’d love to hear what you’d like to see next.

  • You should receive an email within two weeks of purchase asking you to leave a product review. You can also contact us here on the website.