Summary of which checkout forms require which client checkboxes / approvals
- FREE LEAD MAGNET ("IB Starter Pack")
Sign-up Form Text (Below Email Field, NO checkbox required):
By submitting your email, you agree to receive the "IB Starter Pack" and relevant career tips from NeverBanked. You can unsubscribe at any time.
View our Privacy Policy for details on how we handle your data.
- PAID ONLINE COURSES
Mandatory Checkboxes During Checkout:
☐ I request immediate access to the digital content. I understand that this means the statutory 14-day right of withdrawal does not apply. This does not affect the separate 7-day ‘no questions asked’ refund policy for online courses as described in the Terms & Conditions.
☐ I have read and accept the NeverBanked Terms & Conditions (GTC) and Privacy Policy.
Implementation Rules:
- Both checkboxes UNCHECKED by default
- Both MANDATORY to complete purchase
- Purchase button disabled until both are ticked
- This submission must be logged in the CRM (timestamped + IP)
- PAID DIGITAL PRODUCTS
("Ready to Apply" PDF - CHF 47)
Mandatory Checkboxes During Checkout:
☐ I request immediate access to this digital product and understand that by doing so, I lose my statutory 14-day right of withdrawal.
☐ I have read and accept the NeverBanked Terms & Conditions (GTC) and Privacy Policy.
Implementation Rules:
- Both checkboxes UNCHECKED by default
- Both MANDATORY to complete purchase
- Purchase button disabled until both are ticked
- This submission must be logged in the CRM (timestamped + IP)
- COACHING SURVEYS AND CALL BOOKING – ideally via Kajabi resources directly
Survey checkboxes at end before pressing “Submit” (replacing my HubSpot default ones)
☐ I acknowledge that I have read and agree to the NeverBanked Privacy Policy and General Terms & Conditions (GTC).
☐ I agree to receive career tips, program updates, and marketing communications from NeverBanked via email. I can unsubscribe at any time.
[Note: The first checkbox is mandatory to send the survey, the second one is optional]
Goal-setting call scheduling
[Note: Place this on the page where they finally book the call. This step is after the survey. No checkboxes required, just make clear it’s visible before pressing “Schedule”]
By scheduling this complimentary goal-setting call, you agree to the following:
- You are scheduling this call to explore a potential coaching engagement with NeverBanked.
- NeverBanked will use the contact information you provide (email, phone number) to communicate with you regarding this call and the potential program.
- You acknowledge and accept our Privacy Policy regarding the handling of your personal data.
This call is a mutual consultation. It does not obligate either party to enter into a paid agreement.
NOTE: For the automation workflow from survey to the potential call-scheduling page, please recall the full flow I had shared. Below the final version that must be incorporated.
Redirections shall be based on these groups (implement as a hierarchy: Group 1 > Group 2 > Group 3 > Group 4 > Group 5 > Group 6) based on answers given in the survey:
Group 1:
- Willing to invest: Yes
- AND Urgency: Very urgent OR important
- AND Main needs include: Internship Performance OR Long-term mentorship
- AND Education stage is NOT “Bachelor (early)”
◊ Action: Show Secure the Offer fit call link with message “Based on your answers, a short fit & clarity call makes sense to discuss the Secure the Offer mentorship. You can book a non-binding 10-minute call below.”
[Internal note: This group overrides all below. They shall NEVER see a Group 2 or 3 link.]
Group 2:
- Willing to invest: Yes
- CV: Yes OR Rough
- Urgency: Very urgent OR important
- Main need: Interview performance
◊ Action: Show Nail the Interview fit call link with message “Based on your answers, a mock interview seems like the right next step. You can book a short fit & clarity call below to align on scope and timing.”
[Internal note: This group overrides Groups 3-6.]
Group 3:
- Willing to invest: Yes
- AND CV: Yes OR Rough
- AND Urgency: Very urgent OR important
- AND Recruiting focus: IB internship OR IB full-time OR Off-cycle IB
◊ Action: Show scheduling link (= Get the Interview Fit call) with message “Based on your answers, a short fit & clarity call makes sense as a next step. You can book a non-binding 10-minute call below.”
[Internal note: This group overrides Groups 4-6.]
Group 4:
- Willing to invest: Possibly
- AND AT LEAST ONE OF THE FOLLOWING IS TRUE:
- Urgency: not urgent
- OR Main Need: understanding IB OR Technical skills
- OR Education: Bachelor (early)
◊ Action: Redirect to Online Courses with message “Based on your answers, the most effective next step is to build a solid foundation first. Many students start with the courses below and come back for coaching once their profile is clearer.”
[Internal note: This group overrides Groups 5-6.]
Group 5:
- CV: No
- AND Willing to invest: Yes OR possibly
◊ Action: Redirect to Ready to Apply PDF with message “Before coaching makes sense, you’ll need a basic IB-ready CV and application structure. This pack gives you exactly that — clearly and efficiently.”
[Internal note: This group overrides Group 6.]
Group 6:
- Willing to invest: No
◊ Action: Redirect to free IB Starter Pack (no scheduling link, no offers) with message “Based on your answers, I suggest starting here. These resources will help you get oriented before considering next steps.”
- COACHING PROGRAMS
Part A: Sign Service Agreement (after call with them I share the link to this landing page)
Service Agreement – Get the Interview Program
[INTERNAL NOTE: have NeverBanked logo on top or somewhere where it’s clear that this Service Agreement is issued by NeverBanked]
Program: Get the Interview
Total Fee: CHF 347
Background & Service Package:
This agreement formalizes the coaching program discussed and agreed upon during our goal-setting call.
Service Package Includes:
✓ Written Document Review (1 Round): Detailed feedback on your CV, Cover Letter, LinkedIn profile, and written elevator pitch.
✓ Personalized Feedback Report: A consolidated PDF summarizing key strengths, weaknesses, and priority fixes.
✓ Ready to Apply Pack: A 20+ page guide with recruiting checklists, templates, and best practices.
✓ Delivery Timeline: The document review will be delivered within 10 working days of receiving your complete document set.
Optional Additional Services:
- Additional Document Review Round: CHF 75 per document.
Process: To request an additional review of a revised document, reply to your feedback email attaching the new version with the request for an "Additional Review - [Document Name]". You will receive a secure payment link. The 10-working day review period begins after payment is confirmed.
Client Responsibilities:
- Thoroughly study & implement the Ready to Apply guidelines before submitting your documents.
- Provide all documents for review in PDF format.
- Submit any questions or clarification requests within 48 hours of receiving feedback.
- Confidentiality: You agree to treat all strategies, templates, and materials provided by NeverBanked as confidential and for your personal use only, in accordance with Section 7 of the Terms & Conditions (GTC). You must not share any confidential, proprietary, or insider information from your employer or bank.
- Add-on services are separate and subject to the same Terms & Conditions.
Important Legal Notes:
- By signing this agreement, you are formally instructing NeverBanked to begin the preparatory work for your personalized document review. Performance begins immediately upon signing, including but not limited to administrative preparation, review of submitted materials, scheduling, and access to resources.
- Consequently, your statutory 14-day right of withdrawal is forfeited, and this program is non-refundable.
- Additional review rounds are separate services subject to the same Terms & Conditions.
Agreement:
By typing your full name below and submitting this form, you confirm this constitutes your electronic signature and your agreement to be legally bound by:
- The specific service terms outlined above.
- The NeverBanked Terms & Conditions (GTC) and Privacy Policy.
- The non-refundable nature of this program.
- That performance of the paid service begins immediately upon signing this agreement.
- That by signing this agreement, I expressly forfeit my statutory 14-day right of withdrawal, as the service begins immediately.
Full Name: [Form to populate by typing First name, Last name]
Date: [Auto-populated]
Part B: Redirect to Payment checkout – automatically after signing the Agreement
Program: Get the Interview
Total Fee: CHF 347
Part C: Redirect to Automated Thank You message + download link for Ready to Apply Pack
Thank you for your payment. Your 'Get the Interview' program is now active.
Your next steps:
- Download the Ready to Apply Pack. Use its checklists and templates to finalize your CV, Cover Letter, LinkedIn profile, and elevator pitch.
- Submit your documents for review. Email your PDFs to [email protected] with the subject line "[Your Full Name]: Get the Interview".
- Receive your feedback. You will get a consolidated PDF with actionable feedback within 10 working days of submission.
- Need another review (optional)? Reply to your feedback email to request an additional round for a revised document. I will send you a secure payment link for CHF 75 per document.
Part A: Sign Service Agreement (after call with them I share the link to this landing page)
Service Agreement - Nail the Interview Program
[INTERNAL NOTE: have NeverBanked logo on top or somewhere where it’s clear that this Service Agreement is issued by NeverBanked]
Program: Nail the Interview
Total Fee: CHF 797
Background & Service Package:
This agreement formalizes the coaching program discussed during our goal-setting call.
Service Package Includes:
✓ 60-Minute Coaching Session: A structured session combining:
- Spoken elevator pitch rehearsal and refinement.
- A full mock interview (behavioral and technical).
- Immediate, concrete feedback and action plan.
✓ Online Course Access: Lifetime access to "How IB Ticks" covering IB overview, recruiting nuances, networking fundamentals, and competency-based questions.
✓ Ready to Apply Pack: A 20+ page guide with recruiting checklists, templates, and best practices.
✓ Bonus Resources:
- "Questions to Ask After an Interview".
- IB Key Traits Worksheet for crafting high-impact stories.
Optional Add-ons (Available Separately):
- Extended 90-minute session: +CHF 100
- Additional 45-minute mock interview: +CHF 297
To book an add-on, please request availability and a payment link via email or WhatsApp.
Client Responsibilities:
- Thoroughly work through the Ready to Apply elevator pitch guidelines as well as the IB Key Traits Worksheet ahead of the mock interview.
- Schedule and attend the 60-minute session within 60 days of signing this agreement.
- Review the "How IB Ticks" course materials before the session for foundational knowledge.
- Come prepared for a real investment banking interview.
Important Legal Notes:
- Performance, Withdrawal & Refunds: By signing this agreement, you are formally engaging NeverBanked. Performance begins immediately upon signing, including but not limited to administrative preparation, review of submitted materials, scheduling, and access to resources. Consequently, your statutory 14-day right of withdrawal is forfeited, and this program is non-refundable.
- Rescheduling: Requires at least 24 hours' notice. Failure to attend a scheduled session without prior notice will result in forfeiture of the session.
- Confidentiality: You agree to treat all strategies, templates, and materials provided by NeverBanked as confidential and for your personal use only, in accordance with Section 7 of the Terms & Conditions (GTC). You must not share any confidential, proprietary, or insider information from your employer or bank.
- Add-on services are separate and subject to the same Terms & Conditions.
Agreement:
By typing your full name below and submitting this form, you confirm this constitutes your electronic signature and your agreement to be legally bound by:
- The specific service terms outlined above.
- The NeverBanked Terms & Conditions (GTC) and Privacy Policy.
- The non-refundable nature of this program.
- That performance of the paid service begins immediately upon signing this agreement.
- That by signing this agreement, I expressly forfeit my statutory 14-day right of withdrawal, as the service begins immediately.
Full Name: [Form to populate by typing First name, Last name]
Date: [Auto-populated]
Part B: Redirect to Payment checkout – automatically after signing the Agreement
Program: Nail the Interview
Total Fee: CHF 797
Part C: Redirect to Automated Thank You message + Access to How IB Ticks course + download link for Ready to Apply Pack & List of Questions to Ask Post Interview & Key IB Attributes worksheet
Thank you for your payment. Your 'Nail the Interview' program is now active.
Your next steps:
- Access your resources. You now have lifetime access to the How IB Ticks course. Download the Ready to Apply Pack (focus on the elevator pitch section), the Key IB Attributes Worksheet, and the Questions to Ask After an Interview list.
- Prepare thoroughly. Work through the Key IB Attributes Worksheet and practice your pitch. For technicals, the Master the Technicals course is highly recommended (optional).
- Schedule your mock interview. Email [email protected] with the subject "[Your Full Name]: Nail the Interview" to book your 60-minute session. You have 60 days to schedule it.
- Want to extend your session? In your email, let me know if you'd prefer to extend your session to 90 minutes for an extra CHF 100. I will confirm availability and send you a secure payment link.
- After your session: If you feel you'd benefit from an additional mock interview before a real one, you can always request a follow-up 45-minute session for CHF 247.I will confirm availability and send you a secure payment link to finalize your booking.
Part A: Sign Service Agreement (after call with them I share the link to this landing page)
Service Agreement - Secure the Offer Program
[INTERNAL NOTE: have NeverBanked logo on top or somewhere where it’s clear that this Service Agreement is issued by NeverBanked]
Program: Secure the Offer
Total Fee: CHF 3,500
Payment Option:
• One-time payment: Total fee of CHF 3,500 due immediately.
• Two-instalment plan: Total fee of CHF 3,850.
- First instalment of CHF 1,925 due immediately.
- Second instalment of CHF 1,925 due 30 calendar days after the date of this agreement.
- Three-instalment plan: Total fee of CHF 4,200.
- First instalment of CHF 1,400 due immediately.
- Second instalment of CHF 1,400 due 30 calendar days after the date of this agreement.
- Third instalment of CHF 1,400 due 60 calendar days after the date of this agreement.
[INTERNAL NOTE: This checkbox field defines which payment page/link client gets redirected to after signing / submitting the Service Agreement]
Background & Service Package:
This agreement formalizes the comprehensive 10-week mentorship program discussed during our goal-setting call.
Service Package Includes:
As your dedicated mentor, you receive lifetime access to the complete NeverBanked resource library and a structured 10-week program:
- Lifetime Digital Access:
✓ All Online Courses:Including How IB Ticks, Master the Technicals, Thrive as an Intern, and future releases.
✓ All Coaching Program Materials:Including the Ready to Apply Pack, Get the Interview, Nail the Interview programs, and all bonus resource libraries.
(To access specific materials, please request them via email as relevant to your career phase.) - 10-Week Structured Mentorship:
A weekly guided program during your internship, including:
- Week 1: Foundations & Expectations Call (30–45 min)
- Week 2: Systems & Readiness Call (15–20 min)
- Weeks 3-5: Weekly Progress & Strategy Calls (15–20 min each)
- Week 6: Midpoint Strategy & Alignment Call (30–45 min)
- Weeks 7-9: Weekly Progress & Strategy Calls (15–20 min each)
- Week 10: Final Strategy & Offer Conversion Call (30–45 min)
- Personalized Templates, Scripts, and Checklists for each week (e.g., Task Intake Script, Communication Checklists, KPIs).
- Bounded WhatsApp Support: You will have access to a WhatsApp channel for urgent, time-sensitive guidance on applying the program’s frameworks to immediate internship situations. This support is intended for brief, situational advice and is not for lengthy consulting or sharing of confidential data. For issues requiring deeper discussion, we may recommend a more appropriate forum. We reserve the right to redirect or decline messages that are excessive, out of scope, or violate confidentiality. Support is offered during Swiss business hours in good faith.
Full Program Outline: You will receive a detailed week-by-week playbook containing all assignments (e.g., email and slide drills), behavioural frameworks, and the final offer conversion strategy, as detailed in the program overview provided.
Client Responsibilities:
- Program Start: You must schedule your Week 1 call within 90 days of signing this agreement. The 10-week program will then commence based on that start date.
- Active Engagement: Actively complete assigned preparation work between sessions and provide honest updates on your progress.
- Material Requests: To receive specific bonus resources or program materials beyond Secure the Offer, you must request them via email. They will be provided as relevant to your current program phase.
- Use of WhatsApp Support: You agree to use the WhatsApp support channel in accordance with its defined purpose in the dedicated section above.
- Confidentiality: You agree to treat all strategies, templates, and materials provided by NeverBanked as confidential and for your personal use only, in accordance with Section 7 of the Terms & Conditions (GTC). You must not share any confidential, proprietary, or insider information from your employer or bank.
Important Legal Notes:
- Performance, Withdrawal & Refunds: By signing this agreement, you are formally engaging NeverBanked as your dedicated mentor. Performance begins immediately upon signing through the provision of lifetime digital access and preparatory administrative work for your mentorship. The structured 10-week call schedule is activated upon your Week 1 call. Consequently, your statutory 14-day right of withdrawal is forfeited, and this program is non-refundable.
- Program Activation: The 10-week mentorship is activated upon your Week 1 call, which must be scheduled within 90 days of signing. The program must then be completed consecutively.
- Intellectual Property: All provided materials remain the intellectual property of NeverBanked and are licensed for your personal use only.
- Confidentiality: Both parties agree to maintain the confidentiality of information shared during the mentorship.
- Failure to Pay: Failure to pay any instalment by its due date will result in immediate suspension of all services and access to materials, and shall make the full remaining balance due and payable.
Agreement:
By typing your full name below and submitting this form, you confirm this constitutes your electronic signature and your agreement to be legally bound by:
- The complete service terms, payment schedule, and client responsibilities outlined above.
- The NeverBanked Terms & Conditions (GTC) and Privacy Policy.
- The non-refundable nature of this program.
- That performance begins immediately upon signing this agreement.
- That by signing this agreement, I expressly forfeit my statutory 14-day right of withdrawal, as the service begins immediately.
Full Name: [Form to populate by typing First name, Last name]
Date: [Auto-populated]
Part B: Redirect to Payment checkout – automated according to payment schedule selected in the Service Agreement
Program: Secure the Offer
Total Fee: [INTERNAL NOTE: there shall be 3 payment processes depending on which payment option they selected in the Service Agreement. See below the optionality:
- One-time payment: Total fee of CHF 3,500 due immediately.
• Two-instalment plan: Total fee of CHF 3,850.
- First instalment of CHF 1,925 due immediately.
- Second instalment of CHF 1,925 due 30 calendar days after the date of this agreement.
- Three-instalment plan: Total fee of CHF 4,200.
- First instalment of CHF 1,400 due immediately.
- Second instalment of CHF 1,400 due 30 calendar days after the date of this agreement.
- Third instalment of CHF 1,400 due 60 calendar days after the date of this agreement.
Part C: Redirect to Automated Thank You message + Access to all Online Courses + download link for Ready to Apply Pack & List of Questions to Ask Post Interview & Key IB Attributes worksheet + Direct link to my WhatsApp number (+41 79 128 90 10)
Thank you for your payment. Your 'Secure the Offer' mentorship is now active.
Your next steps:
- Schedule your first call. Book your Week 1: Foundations & Expectations Call via the scheduling link. We recommend a date approximately two weeks before your internship starts.
- Access your lifetime library. Explore your courses (Thrive as an Intern is essential pre-internship) and all coaching materials. Request specific resources via email as needed.
- Save the direct support channel. For urgent, program-related questions during your internship, use the WhatsApp number provided (+41 79 128 90 10). Please review the support guidelines in your Service Agreement.
- Activate your 10-week program. Your structured weekly mentorship will begin with your Week 1 call and continue consecutively for 10 weeks.
