(Click here to view this agreement in full-screen.) 

 

April 2025 Origins Incubator

Online Program & Mentorship Agreement

 

​The following Online Program and Mentorship Agreement (“Agreement”) is entered into by and between You (“Customer” or “You”) and Origins Incubator, LLC, a Florida limited liability company with its address at 8429 Lorraine Rd, Suite 422, Bradenton, Florida 34202 (“Company”, “we”, or “us”). 

 

Program

 

The Company agrees to provide you with access to the Online Program entitled, “Origins Incubator Program” (“Program”). Customer wishes to engage the services of Company to access online resources, live coaching, pre-recorded trainings, and associated workbooks which shall be available to Customer for viewing for the lifetime of the Program, as hereinafter defined. As a condition of participating in the Program, you agree to be bound by and to abide by all policies and procedures set out in this Agreement, including those incorporated by reference.

Definitions

 

“Program” will include instruction, tutoring, and coaching with the focus on building and establishing a membership-based, cash-pay, functional medicine business. 

 

“Program Material(s)” include information and content provided to Customer as part of the Program. 

 

“Customer” shall include any person, business or entity who registers for the Program including any employee and/or agent of such business or entity and who has timely paid all fees and costs. To be a Customer, you must be 18 years or older and by entering into this Agreement you represent that you are at least 18 years old and agree to be bound by these terms and conditions. If executing this Agreement on behalf of a business or entity, you represent that you have the actual authority to enter into this Agreement and bind your business or entity to the terms and conditions contained herein.

 

“Effective Date” means the date that the initial fee is paid and/or Customer enrolls in the Program.

 

“Services” shall include, the Program, coaching calls, videos and any Program Materials provided to Customer as more specifically enumerated in Exhibit A.

 

“Subscription Period” shall include the 12-month period immediately following the Commencement Date.

Terms of Use, Privacy Policy, & Disclaimer

 

The Company’s Terms of Use, Privacy Policy, and Disclaimer are hereby incorporated by reference into this agreement. Except as modified by this Agreement, each of those agreements and policies shall apply fully to your participation in the Program. In the event of a conflict between any of those policies and this Agreement, this Agreement shall govern.

 

Nature of The Relationship

 

Nothing in this Agreement shall be construed to create a partnership, joint venture, employment, or agency relationship. The Company is agreeing only to provide Customer with access to the Program, which provides education and information. The information contained in the Program, including any interactions with the instructors, is not intended as, and shall not be understood or construed as, legal, financial, tax, medical, health, or any other professional advice of any kind. The Program is provided for educational purposes only and is not intended as a substitute for the advice provided by licensed professionals with whom you have a professional relationship. 

 

More specifically, some aspects of the Program include clinical education and information to assist You in diagnosing or treating a health problem or disease, or for prescribing any medication or for other treatment. As a medical professional, it is your responsibility to use your professional medical judgment in whether to use or not use the Program Materials in a clinical setting. You are responsible for your own medical decision-making. 

 

NO ATTORNEY-CLIENT OR OTHER RELATIONSHIP

 

Your use of this Program and its contents – including implementation of any suggestions set out in this Program and/or use of any resources available on this Program – does not create an attorney-client or other professional relationship between you and the Company or any of its professionals. The Company is not a law firm, and as such, neither Company nor any of its professionals can accept you as a legal client. Thus, you recognize and agree that we have not created any professional-client relationship by the use of this Program

Fees

 

In consideration of Your access to the Program, You agree to pay the following fees. 

 

Early Enrollment Fees

 

Early Enrollment is offered for the first fifteen students to join the 2025 Origins Incubator cohort. You may choose between three payment options:

1. One (1) single payment of twenty-one thousand dollars ($21,000.00 USD) (due at time of enrollment);
2. Twelve (12) monthly payments of eighteen hundred fifty dollars and zero cents ($1,850.00 USD); or
3. Twenty-four (24) monthly payments of nine hundred ninety-nine dollars ($997.00 USD) .

 

If you select a payment plan with monthly installments, you must make the initial payment on the date you execute this Agreement. Then, your selected payment method will automatically be charged for the monthly installment payments. You agree to make all the installment payments and will remain responsible for each monthly payment. You may not cancel or avoid these payments. If any payment is not made after reasonable attempts to contact You to resolve the issue, the Company shall suspend your access to the Program and reserve its right to collect any amounts due. In the event of non-payment, the Company may accelerate any future monthly payments and declare the entire remaining balance due and payable as of the date of default. Any unpaid amounts in default shall accrue interest at the maximum rate allowed by law.   

 

Standard Enrollment Fees

 

You may choose between three payment options:

1. One (1) single payment of twenty-two thousand five hundred dollars ($23,000.00 USD) (due at time of enrollment);
2. Twelve (12) monthly payments of nineteen hundred ninety-nine dollars and zero cents ($1,997.00 USD); or
3. Twenty-four (24) monthly payments of one thousand ninety-seven dollars ($1,097.00 USD) .

 

If you select a payment plan with monthly installments, you must make the initial payment on the date you execute this Agreement. Then, your selected payment method will automatically be charged for the monthly installment payments. You agree to make all the installment payments and will remain responsible for each monthly payment. You may not cancel or avoid these payments. If any payment is not made after reasonable attempts to contact You to resolve the issue, the Company shall suspend your access to the Program and reserve its right to collect any amounts due. In the event of non-payment, the Company may accelerate any future monthly payments and declare the entire remaining balance due and payable as of the date of default. Any unpaid amounts in default shall accrue interest at the maximum rate allowed by law.     

Payment Plan Authorization

 

If You elect the payment plan, You hereby authorize the Company to charge your credit card or debit card automatically according to the terms set forth in the Fees section above. You agree to maintain on file a valid form of payment at all times until all fees are paid in full. You agree to reimburse the Company for any fees or costs incurred in the event of any chargeback, insufficient funds, or other refusal to honor a request for payment related to your payment method provided. 

No Refunds 

 

All sales are final, and the Company does not offer any money-back guarantees. You recognize and agree that you shall not be entitled to a refund for any purchase under any circumstances.

The Program 

 

As part of the Program, the Company shall provide the following to Customer. For additional detail, see Exhibit A, Services. The Program is dynamic and the exact nature, form, and substance of the Program and Program Materials may vary throughout the Program’s life cycle, and all such changes shall be at the sole discretion of the Company. The following and Exhibit A are general and exemplary, and nothing in this Agreement shall grant Customer a right to any specific embodiment or form of Program Materials. 

 

Access To Program Area – The Company shall maintain a Program Area that may include lessons, forms, worksheets, checklists, and other information. You shall have access to this Program Area for as long as you remain a student in good standing with an active payment account during this initial or successive terms.

 

Access To Private Discussion Group – The Company shall maintain a Private Group to which You will have access as a member of the Program. That Group provides a forum for You to connect with other Program participants and to seek guidance and support. Members of the Company will seek to interact with Program participants in the group, but the Company does not make any guarantees about participation by any of its employees,, founders, or members in the Group. You are required to abide by any and all rules posted in that Group. If you fail to abide by those rules, you will forfeit your right to participate in that Group. In the event you lose your right to participate in the Group as a result of rules violation, you shall not receive a refund.

 

Group Q&A Sessions – As a member of the Program, you will have access to three separate, weekly, group question and answer sessions. The Company shall provide you with details about how to participate in these sessions. 

 

One-On-One Calls With Instructors – Program participants are entitled to a total of four (4) calls with coaches and/or consultants working for the Company. The Company shall provide you with the ability to schedule these calls, but it is solely your responsibility to schedule the calls. If you fail to schedule one or more of your calls during the proscribed time period, you shall forfeit that call. Similarly, you may not cancel or reschedule a call unless you do so at least 24 hours in advance. Failure to give timely notice of cancellation or intent to reschedule will result in forfeiture of that call. If You would like to schedule more than four (4) individual calls during your Subscription Period, additional calls with instructors will be available for an additional fee at the then-current rates.

 

Bonuses – From time to time, the Company will offer bonuses to individuals who sign up for the Program. You shall be entitled to any bonuses offered to you at the time of registration.

 

Discounts – As a Program participant, you may be entitled to discounts or special pricing on the Company’s other products and services at the Company’s discretion. 

Ownership Of All Intellectual Property & Limited License

 

Subject to the terms and conditions set forth in this Agreement, Company grants Customer a non-exclusive, non-transferable, limited license to access and view the Program from time to time as made available to Customer for the duration of the Subscription Period. The right to view the Program and access Program Materials is limited to Customer only and the Program and/or Program materials shall not be reproduced, copied, recorded, or replayed without the express written authorization of Company. Accordingly, Customer is prohibited from recording, storing, reproducing, transmitting, displaying, printing, copying, selling, or distributing the Program or Program materials except as otherwise provided herein or with the Company’s consent. 

 

Notwithstanding the foregoing, Customer may utilize templates and other Program Materials, as indicated in the Program, exclusively within their organization, but shall not share them with third parties. This limited right shall include the right to download, store, and reproduce Program Materials in either electronic or physical form solely for Customer’s participation in the Program or use in accordance with this section. 

 

All right, title, and interest (including all copyrights and other intellectual property rights) in the Program or Program Materials belong to Company and Customer and shall not acquire any ownership interest, copyright, or other intellectual property rights or proprietary interest in the Program or Program Materials or copies thereof.

 

Customer shall not record or reproduce for sale, post to the Internet, share login details or Program Materials with any third parties, or otherwise misappropriate the Program or Program Material in any fashion or do anything that infringes on Company’s proprietary ownership or copyright interest. Notwithstanding the foregoing, Customer may purchase additional licenses for staff or providers, as enumerated in Exhibit A. Customer shall ensure that additional licensees are bound by this Agreement. 

 

Customer may not remove or obscure any Company badge, icon, label, trademark, watermark or other notice contained in the Program or Program Materials

 

Confidentiality

 

The Company respects the privacy of its clients and will not disclose any information You provide except as set forth in this Agreement or under our Privacy Policy. As a condition of participating in the Program, you hereby agree to respect the privacy of other Program participants and to respect the Company’s confidential information. 

 

Specifically, you shall not share any information provided by other Program participants outside of the bounds of the Program unless you receive express written permission from such other participants to share the information. Similarly, the content of the Program contains the Company’s proprietary methods, processes, forms, templates, and other information. You hereby agree not to share the information provided to You in the Program with anyone other than the Company, its owners and employees, and other Program participants. 

 

The confidentiality obligations of this Agreement shall survive beyond the term of the Program and the end of Customer’s participation therein for any reason. 

 

Materials Provided By You During The Program

 

The Company does not claim ownership of the information or materials You may provide during the Program (including feedback and suggestions) or post, upload, input, or submit to any Website or our associated services (collectively “Submissions”). 

 

However, by posting, uploading, inputting, providing, or submitting your Submission, you are granting the Company, our affiliated companies, and necessary sub-licensees permission to use your Submission in connection with the operation of their businesses including, without limitation, the rights to: copy, distribute, transmit, publicly display, publicly perform, reproduce, edit, translate, and reformat your Submission; and to publish your name in connection with your Submission.

 

In other words, the Company has the right to include your Submissions – including any audio or video recordings of You participating in any sessions as part of the Program – in the Program and other marketing material going forward. 

 

No compensation will be paid with respect to the use of your Submission for any reason whatsoever. The Company is under no obligation to post or use any Submission you may provide and may remove any Submission at any time in the Company’s sole discretion.

 

By posting, uploading, inputting, providing, or submitting your Submission, you warrant and represent that you own or otherwise control all of the rights to your Submission as described in this section including, without limitation, all the rights necessary for you to provide, post, upload, input, or submit the Submissions. You agree that you will not share, provide, or disclose information as part of a Submission or in connection with the Program in any way that would violate the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”) and regulations promulgated thereunder. 

 

No Warranties

 

The Company makes no warranties regarding the performance or operation of the Program, including any technological aspects of the Program. The Company further makes no representations or warranties of any kind, express or implied, as to the information, contents, materials, documents, programs, products, books, or services included in or through the Program including all contents of the Program Materials. To the fullest extent permissible under the law, the Company disclaims all warranties, express or implied, including implied warranties of merchantability and fitness for a particular purpose. 

 

Limitation of Liability

 

You agree to absolve and do hereby absolve the Company of any and all liability or loss that you or any person or entity associated with you may suffer or incur as a result of the use of the Program or any information and resources contained in the Program. You agree that the Company shall not be liable to you for any type of damages, including direct, indirect, special, incidental, equitable, or consequential loss or damages for use of the Program.

 

The information, software, products, and services included or available through the Program may include inaccuracies or typographical errors. Changes are periodically added to the Program. The Company and/or its suppliers may make improvements or changes in the Program at any time. 

 

The Company and/or its suppliers make no representations about the suitability, reliability, availability, timeliness, completeness, and accuracy of the information, software, products, services, and related graphics contained in the Program or Program Materials for any purpose. To the maximum extent permitted by applicable law, all such information, software, products, services, and related graphics are provided “as is” without warranty or condition of any kind. The Company and its suppliers hereby disclaim all warranties and conditions with regard to this information, software, products, services, and related graphics, including all implied warranties or conditions of merchantability, fitness for a particular purpose, title, and non-infringement. 

 

To the maximum extent permitted by applicable law, in no event shall the Company or its suppliers be liable for any direct, indirect, punitive, incidental, special, consequential damages or any damages whatsoever including, without limitation, damages for loss of use, data, profits, or any other loss arising out of or in any way connected with the use or performance of the Program, with the delay or inability to use the Program or related service, the provision of or failure to provide services, or for any information, software, products, services, and related graphics obtained through the Program, or otherwise arising out of the use of the Program, whether based on contract, tort, negligence, strict liability, or otherwise, even if the Company or any of its suppliers has been advised of the possibility of damages. Because some States or other jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages, the above limitations may not apply to You if you reside in such jurisdictions. If you are dissatisfied with the Program or any portion of it, your sole and exclusive remedy is to discontinue using the Program.

 

Testimonials

 

Company solicits testimonials from customers to provide comments, feedback and information from their experience with Company’s Program. By executing this Agreement, Customer agrees to permit Company to use, publish, post, or communicate any testimonial and otherwise grants Company a royalty-free, perpetual, non-exclusive, unrestrictive, worldwide license to use, distribute, post, advertise, communicate, transmit, copy, edit, exploit or otherwise publicly disseminate any communication or testimonial submitted by Customer, in whole or in part, with or without identifying Customer as the author of the original post or comment. If Company so chooses to identify Customer, Customer also grants Company the right to identify Customer as the author of any communication or testimonial, by name, initials, email address, screen name, or any other reasonable manner of identification.

 

Any and all testimonials used to engage Customers into purchasing the programs, resources, training, and coaching provided by the Company are anecdotal accounts from real customers of the Company. However, they do not in any way guarantee that you will experience similar results.

 

Personal Responsibility

 

By participating in the Program, you accept personal responsibility for the results of your actions. You agree that the Company has not made any guarantees about the results of taking any action, whether recommended in the Program or not. The Company provides educational and informational resources that are intended to help participants in the Program succeed. You nevertheless recognize that your ultimate success or failure will be the result of your own efforts, your particular situation, and innumerable other circumstances beyond the control or knowledge of the Company.

 

You also recognize that prior results do not guarantee a similar outcome. Thus, the results obtained by others - whether clients of the Company or otherwise - applying the principles included in the Program are no guarantee that you or any other person or entity will be able to obtain similar results.

 

You agree to take full responsibility for any harm or damage you suffer as a result of the use, or non-use, of the information available in the Program. You agree to use judgment and conduct due diligence before taking any actions or implementing any plans or policy suggested or recommended in the Program.

Reproduction and Competition Restriction

 

The Program and Program Materials are for the use of the Customer or other authorized user only and may not be replicated, copied, or transmitted to any third party for sale or any other commercial use or purpose without our prior written consent of Company. Customer shall not copy, reproduce, create derivative works of, distribute, transmit, broadcast, display, sell, license, or otherwise exploit any content contained in the Program or the Program Materials for sale or other commercial or non-commercial purposes other than as permitted by this Agreement. In addition, Customer is prohibited for a period of ten (10) years after the Commencement Date from providing for sale or profit, online business mentorship, courses, trainings, and resources which are substantially similar to and/or competitive with those offered and/or provided by Company.

Dispute Resolution

 

You hereby expressly waive any and all claims you may have, now or in the future, arising out of or relating to the Program. To the extent that you attempt to assert any such claim, you hereby expressly agree to present such claim only in the state or federal courts that are geographically nearest to the City of Sarasota, Florida.

Indemnification

 

You agree to indemnify, defend, and hold harmless the Company, its officers, directors, employees, agents, and third parties for any losses, costs, liabilities, and expenses (including reasonable attorneys’ fees) relating to or arising out of your use of or inability to use the Program and related services, any user postings made by you, your violation of any terms of this Agreement or your violation of any rights of a third party, or your violation of any applicable laws, rules, or regulations. The Company reserves the right, at its own cost, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you, in which event you will fully cooperate with the Company in asserting any available defenses.

 

Termination And Access Restriction

 

The Company reserves the right, in its sole discretion, to terminate your access to the Program and the related services or any portion thereof at any time, if: (a) You become disruptive to the Company or other Program participants, (b) You fail to follow the Program guidelines, (c) You engage in any intentional or illegal act intended to harm or damage Company, or (d) if You otherwise violate this Agreement. You shall not be entitled to a refund of any portion of the fees and shall not be excused from any remaining payments under a payment plan in the event of such termination.

 

Miscellaneous

 

Entire Agreement

This Agreement, along with the Company’s Terms of Use, Privacy Policy, and Disclaimer, constitutes the entire agreement between You and the Company with respect to the Program, and it supersedes all prior or contemporaneous communications and proposals, whether electronic, oral, or written, between You and the Company with respect to the Program. A printed version of this Agreement and of any notice given in electronic form shall be admissible in judicial or administrative proceedings based upon or relating to this agreement to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form. 

 

Severability 

If any term or provision of this Agreement is found by a court of competent jurisdiction to be invalid, illegal, or unenforceable in any jurisdiction, such invalidity, illegality or unenforceability shall not affect any other term or provision of this Agreement or invalidate or render unenforceable such term or provision in any other jurisdiction.

 

Waiver

No waiver by any Party of any of the provisions of this Agreement shall be effective unless explicitly set forth in writing and signed by the Party so waiving. Except as otherwise set forth in this Agreement, no failure to exercise, or delay in exercising, any right, remedy, power, or privilege arising from this Agreement shall operate or be construed as a waiver thereof, nor shall any single or partial exercise of any right, remedy, power, or privilege hereunder preclude any other or further exercise thereof or the exercise of any other right, remedy, power, or privilege.

 

Force Majeure

The Company shall not be liable or responsible to You, nor be deemed to have defaulted or breached this Agreement, for any failure or delay in fulfilling or performing any term of this Agreement when and to the extent such failure or delay is caused by or results from acts or circumstances beyond the reasonable control of the Company including, without limitation, acts of God, flood, fire, earthquake, explosion, governmental actions, war, invasion, or hostilities (whether war is declared or not), terrorist threats or acts, riot, or other civil unrest, national emergency, revolution, insurrection, epidemic, lock-outs, strikes or other labor disputes (whether or not relating to either party's workforce), or restraints or delays affecting carriers or inability or delay in obtaining supplies of adequate or suitable materials, materials or telecommunication breakdown or power outage.

 

Assignment

This Agreement may not be assigned by Customer to anyone. Company may assign all rights and obligations under this Agreement without prior consent from Customer.

 

Governing Law/Venue

All disputes between the parties hereto including any and all disputes arising out of this Agreement shall be governed in all respects, whether as to validity, construction, capacity, performance or otherwise, by the procedural and substantive laws (and not the conflict of law rules) of the State of Florida, United States of America (“USA”). Any dispute arising under or out of this Agreement or between the parties hereto shall be heard by either the state court located in Sarasota, Florida or the United States District Court for the Middle District of Florida, Tampa Division, USA. Each party hereby irrevocably waives all claims of immunity from jurisdiction of such courts and any right to object on the basis that any dispute, action, suit or proceeding brought in such courts has been brought in an improper or inconvenient forum or venue. Should Customer file a suit or claim in a venue or forum other than as provided herein, Customer shall pay to Company all costs, including attorneys’ fees, travel costs and local counsel fees, associated with dismissing the improperly filed matter or otherwise related to transferring said action to the proper court and/or venue. Should Company prevail in any dispute under this Agreement, Company shall be entitled to recover its fees and costs (including reasonable attorneys’ fees) incurred. 

 

Amendments and Modifications

The terms and conditions as contained in this Agreement may be changed or updated at any time and Company reserves the right to make any change or update at any time in its sole discretion. It shall be the burden of Customer to routinely check for updates to terms and conditions. By continuing to use Program or Program Materials, Customer agrees to be bound by the terms and conditions, including any amendments thereto. If Customer is not in agreement with Company’s terms and conditions or any amendments thereto, Customer shall notify Company of same, in writing. 

 

Effective Date

 

This Agreement shall commence and be enforceable with respect to each Program participant upon the date that the participant initially registers for the Program.

Enclosures: 

 

Exhibit A, Services

Exhibit A

Services

 

*THIS LIST IS EXEMPLARY AND GENERAL IN NATURE, AND THE PRECISE FORM, SUBSTANCE, AND SCHEDULE OF THE SERVICES AND RELATED PROGRAM MATERIALS MAY BE CHANGED BY THE COMPANY AT ANY TIME*

 

Fall 2025 Cohort

 

Start Date

The April 2025 cohort will begin live support on or about April 7, 2025.

 

End Date

The April 2025 cohort will conclude on or about April 6, 2026.

 

Program Mentors:

• Linda Matteoli, DO
• Practice Creation, Practice Management, Marketing, Mindset
• Cheryl Burdette, ND
• Clinical Curriculum
• Scott Rattigan, JD
• Legal Education, Finance Education, Marketing, Mindset
• Dawn Leach
• Practice Management Support, Course Support 

 

What’s included in the Program? 

 

• Practice Creation Course 
• Contains course book, videos, templates/downloads, and workbook/ action items
• Clinical Curriculum Course
• Contains course book, protocol manual, videos, PPT, downloads, and case study notes 
• Legal Education Course
• Contains legal templates, training videos 
• Kajabi Website Template Course 
• Contains website templates, tutorial videos
• Members’ Community
• Ability to ask questions and interact with fellow students and course instructors asynchronously
• Four (4) sixty (60) minute, Individual Calls with Linda Matteoli, Scott Rattigan, Cheryl Burdette, or Dawn Leach
• Calls can be with any number of mentors at any number of times—they do not need to be one call with each mentor. 
• The individual calls with Scott Rattigan will not include legal counsel; the content will include marketing, mindset, and financial questions. 
• Three (3) weekly live group coaching calls which start on or about September 1, 2025. 
• Practice Creation
• Clinical 
• Legal
• Live phone support with Dawn for Practice Management Support and Course Support for sixteen (16) hours each week. 
• Hours and times are subject to change depending on holidays and scheduling conflicts

 

Who is Eligible for the Program?

• Licensed medical physicians - MDs, DOs
• Licensed naturopathic physicians (NDs)  - (must be licensed to practice in a state that authorizes ND practice) 

 

Verification

• Company may request, and you agree to submit upon request, a copy of a current medical license to ensure eligibility for the Incubator program.

 

Investment:

• Early Bird Enrollment
• $1,850/month x 12 monthly installments
• Total: $22,200
• $997/month x 24 monthly installments (includes two years of mentorship)
• Total: $23,976
• $21,000 one-time payment
• Save $1,200+
• Limited to the first 15 enrollees
• Regular Enrollment
• $1,997/month x 12 monthly installments
• Total: $23,988
• $1,097/month x 24 monthly installments (includes two years of mentorship)
• Total: $26,328
• $23,000 one-time payment
• Save $1,000+
• Registration is capped at 40 practices total. 

 

Execution of the program - Early Bird Enrollment 

• Enrollment opens on or about February 1, 2025, at midnight
• Access to the following course materials begins immediately upon enrollment:
• Practice Creation 
• Participants will have access to the online program materials. The pace of the course is dependent on the participant. 
• Clinical Curriculum
• Participants will have open access to all of the lessons of the course. 
• Legal Curriculum 
• Participant will have open access to all of the course’s lessons and templates/downloads.

 

• Kajabi Website Template
• Participants will have open access to all of the course’s lessons, videos, and templates.
• Individual coaching sessions
• Participant may start to book these calls immediately upon enrollment

 

• Expert Speaker Series Recordings
• Live phone support
• Participant may contact our phone support during our phone support hours immediately upon enrollment.

 

• Access to the following begins with the launch of the current cohort, on or about April 7, 2025:

 

• Weekly group coaching sessions (3 per week)
• Participants will have access to the live group coaching sessions when the fall cohort begins on or about September 1, 2025. 
• Members’ Community
• Participant will have access to the Origins Incubator members’ community when the fall cohort begins on or about April 7, 2025. 

Execution of the program – Regular Enrollment

• Enrollment ends when the cohort is full, but no later than April 10, 2025, at midnight Eastern Time
• Access to the following course materials begins immediately upon enrollment:
• Practice Creation 
• Participants will have access to the online program materials. The pace of the course is dependent on the participant. 
• Clinical Curriculum
• Participants will have open access to all of the lessons of the course. 
• Legal Curriculum 
• Participant will have open access to all of the course’s lessons and templates/downloads.

 

• Kajabi Website Template
• Participants will have open access to build or re-build their website with all of the course’s lessons, videos, and templates.
• Individual coaching sessions
• Participant may start to book these calls at any time after enrollment

 

• Expert Speaker Series Recordings

 

• Live phone support

• Access to the following begins with the launch of the current cohort, on or about April 7, 2025:

 

• Weekly group coaching sessions (3 per week)
• Legal
• Clinical
• Practice
• Members’ Community
• Participant will have access to the Origins Incubator members’ community when the fall cohort begins on or about September 1, 2025. 

 

Communication

• Communication with Linda Matteoli, Cheryl Burdette, and Scott Rattigan are as follows:
• Discussion during weekly live group coaching calls
• Scheduled one-on-one call 
• Community forum 
• Communication with Dawn Leach is as follows:
• Discussion during weekly live group coaching calls
• Scheduled one-on-one call 
• Community forum 
• Open office hours live phone support
• Email support for technical issues - [email protected]

 

Course Access for Additional Providers In The Practice

• Providers defined as MDs, DOs, NPs, PAs, NDs, DCs
• Primary provider (clinic owner) must disclose all additional healthcare providers at time of enrollment and if hired during the course. 
• Must provide medical licenses for each additional provider as well as a copy of the employment, contractor, or ownership agreement. 
• Additional healthcare providers in the clinic may not have access to the following Incubator courses within the Incubator program. 
• Practice Creation, Legal Education, Kajabi Website Template
• Option for Clinical for additional licensed providers:
• Active Learning
• Clinical Curriculum Course and related resources
• Weekly clinical live group calls 
• Community forum 
• No Individual Calls 
• Investment: $5,000 per provider per year
• Personal log-in to Clinical course provided
• Passive Learning
• Clinical Curriculum Course and related resources
• Recordings of weekly clinical group calls 
• No access to the community, live group calls, live one-on-one calls
• Investment: $1,200 per provider per year (non CME)
• Investment $1,600 per provider per year (CME Credit)
• Personal log-in to Clinical course provided

 

Course Access for Support Staff In The Practice

• Support staff includes non-healthcare-related personnel. Or those not involved in one-on-one patient care. 
• Access: 
• Practice Creation Course
• Kajabi Website Template
• Open office hours with Dawn Leach
• One-on-one calls with Dawn Leach and/or Linda Matteoli (Counts as one of the four included individual calls. After four calls in total, additional calls are available for an additional fee.)
• No access to Legal Education, Clinical, Community Forum 
• Personal login provided

 

Course Access for Health Coaches/ Nutritionists In The Practice

• Health Coaches, Nutritionists, and RDs include those who are not licensed as DO, MD, NP, PA, ND, or DC and offer lifestyle and nutrition support to the provider. 
• No access to the Incubator Program at this time. 

Size of cohort

• The fall cohort will cap at a total of 40 practices.

 

Completion of the Program and Aluni option

• Participants have full access to the program's digital content and program mentors for as long as they are on an active subscription as a cohort member or alumni access. 
• In other words, only active subscribers have access to the instructors and the digital content.

 

Alumni Access

• Includes:
• Weekly live group calls alternating between clinical and practice creation. 
• Weekly legal education group calls with Scott. 
• A la carte individual coaching calls at an Alumni rate of $200 per hour
• Continued access to live office hours with Dawn. 
• Investment: $149/month for 12 months or $1,497/year payment for 12-month access. 
• Renewed automatically unless canceled. 
• May cancel at any time without penalty
• If a participant cancels their Alumni Access and would like to re-enroll at a later date, may do so for a $299 re-enrollment fee. 

 

Associated Companies

• The owners of Origins Incubator have also created a related company, ReveliaDx, which is an intake questionnaire company 
• Use of these brand offerings is not included in the price of the Incubator.
• These companies were created due to a need that was found within the physician community whom we support. 
• As Incubator participants, you are in no way obligated to use these companies. The curriculum discusses alternative options for each brand and the participant will decide what is best for them and their practice. 
• As Incubator participants, you may have access to discounted pricing or special offers for those brand offerings.

Exhibit B

Add-Ons