Terms of Service - Revenue Growth Agent

Company: RevenueCEO, LLC

Effective Date: May 10, 2025

Last Updated: November 1, 2025

1. Acceptance of Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you ("Client," "you," or "your") and RevenueCEO, LLC ("Company," "we," "us," or "our") regarding your use of the Revenue Growth Agent platform (the "Service").

By accessing or using the Service, you agree to be bound by these Terms. If you do not agree to these Terms, do not use the Service.

If you are using the Service on behalf of an organization, you represent and warrant that you have the authority to bind that organization to these Terms, and "you" refers to that organization.

2. Eligibility

To use the Service, you must:

Be at least 18 years of age
Have the legal capacity to enter into binding contracts
Provide accurate and complete registration information
Comply with all applicable laws and regulations
Not be prohibited from using the Service under applicable law

3. Account Registration and Security

3.1 Account Creation

You must create an account to use the Service. You agree to:

Provide accurate, current, and complete information
Maintain and update your information as needed
Keep your password secure and confidential
Notify us immediately of any unauthorized access
Accept responsibility for all activities under your account

3.2 Account Access

You are responsible for:

All actions taken using your account credentials
Maintaining the confidentiality of your login information
Any use or misuse of your account
Complying with these Terms and applicable laws

3.3 CRM Integration

When you integrate the Service with your CRM platform (Salesforce, HubSpot, or other supported systems):

You authorize us to access your CRM data as described in our Privacy Policy
You represent that you have permission to share this data with us
You are responsible for maintaining proper CRM user permissions
You must comply with your CRM platform's terms of service
You understand that we only access data you explicitly authorize via OAuth or API connections

Supported CRM Platforms:

Salesforce (via Canvas app and OAuth 2.0)
HubSpot (via API and OAuth 2.0)
Other platforms as announced (check our website for current list)

4. Service Description

4.1 Core Features

The Revenue Growth Agent Service provides:

Meeting Preparation:

AI-powered meeting prep document generation
Integration with CRM platforms (Salesforce, HubSpot, etc.)
Company and contact research
Strategic insights and talking points
Document storage and retrieval

Discovery Sessions:

Discovery session planning and execution
Session summaries and insights
Follow-up recommendations

CRM Integration:

Seamless embedding in CRM platforms (Canvas apps, extensions)
Auto-population of form data from CRM records
Automatic updates to CRM custom fields
OAuth-based secure authentication

AI-Powered Insights:

Personalized content based on your company's data
Retrieval-Augmented Generation (RAG) using your uploaded content
Research from public sources (company websites, news, LinkedIn)

4.2 Third-Party Dependencies

The Service relies on third-party platforms and services, including but not limited to:

Infrastructure:

Vercel (application hosting)
Airtable (database and configuration storage)
Google Workspace (document generation and storage)

AI & ML Services:

OpenAI (GPT models)
Anthropic (Claude models)
Perplexity (research)
Grok (content generation)
Pinecone (RAG vector database)

CRM Platforms:

Salesforce (CRM integration)
HubSpot (CRM integration)

Workflow Automation:

Make.com (webhook orchestration)

Monitoring:

Sentry (error tracking)

We are not responsible for the availability, functionality, or performance of these third-party services.

4.3 Service Availability

We strive to provide reliable service availability but:

The Service is provided "as is" and "as available"
We do not guarantee uninterrupted or error-free operation
We may perform maintenance with or without advance notice
Third-party service outages may affect our Service
We are not liable for any downtime or service interruptions

Best Efforts: We will make commercially reasonable efforts to maintain service availability and notify you of planned maintenance when feasible.

5. Subscription and Payment

5.1 Subscription Plans

We offer various subscription plans with different features and pricing. Current plans are available on our website at https://revenuegrowthagent.com/pricing.

Billing Frequency:

Monthly subscriptions
Annual subscriptions (may include discounts)

Pricing:

Per-user pricing (typically)
Custom enterprise pricing available

5.2 Payment Terms

Billing:

Subscriptions are billed in advance (monthly or annually)
Payment is due immediately upon subscription or renewal
We accept credit cards, debit cards, and other payment methods via our payment processor (Stripe or similar)
You authorize us to charge your payment method automatically

Auto-Renewal:

Subscriptions automatically renew at the end of each billing period
You will be charged the then-current rate unless you cancel
You must cancel before the renewal date to avoid charges

Taxes:

Fees do not include taxes, duties, or similar charges
You are responsible for paying all applicable taxes
We will add applicable taxes to your invoice where required

5.3 Refund Policy

30-Day Money-Back Guarantee:

First-time customers may request a full refund within 30 days of initial purchase
After 30 days, fees are non-refundable
To request a refund, email [email protected]
Refunds are processed within 10 business days

No Refunds For:

Renewal charges (must cancel before renewal)
Partial months (if you cancel mid-cycle, you keep access through the end of the billing period)
Annual subscriptions after 30 days
Service downtime or interruptions

Exceptions:

We may provide refunds at our sole discretion for exceptional circumstances
Refunds required by law will be honored

5.4 Late Payment and Suspension

Late Payment:

Accounts with payment failures will receive email notifications
After 7 days of non-payment, your account may be suspended
Suspended accounts lose access to the Service until payment is received

Reactivation:

Pay outstanding balance to reactivate your account
We are not liable for any losses during suspension

5.5 Price Changes

We reserve the right to change pricing at any time
Price increases will be communicated 30 days in advance
Continued use after price changes constitutes acceptance
You may cancel if you do not agree to new pricing

6. Termination

6.1 Termination by You

You may cancel your subscription at any time:

Cancel via your account settings
Email [email protected] to request cancellation
Cancellation is effective at the end of your current billing period
You retain access through the end of the paid period
No refunds for remaining time in billing period (except 30-day guarantee)

6.2 Termination by Us

We may suspend or terminate your account:

For Cause (Immediate):

Violation of these Terms
Fraudulent or illegal activity
Abuse of the Service (excessive usage, attacks on infrastructure)
Non-payment after 7 days (account suspension, termination after 30 days)
Violation of third-party terms (CRM platforms, AI providers)

Without Cause (30 Days Notice):

We may discontinue the Service with 30 days' advance notice
You will receive a pro-rated refund for unused time

6.3 Effects of Termination

Upon termination or cancellation:

Your Access:

Immediate loss of access to the Service (except if canceled by you - access through end of billing period)
Loss of ability to generate new meeting preps or discovery sessions
Loss of access to historical data (unless exported)

Your Data:

CRM Data: Retained for 3 months after cancellation, then deleted
Generated Documents: Retained in our Google Drive (request deletion via email)
Client-Provided Content: Removed from RAG database within 30 days
Account Information: Deleted within 30 days (unless legal retention required)

Data Export:

You may request a CSV export of your data before cancellation
Email [email protected] to request export
Exports provided within 10 business days

Outstanding Fees:

All unpaid fees remain due and payable
Termination does not excuse payment obligations

6.4 Survival

The following sections survive termination:

Section 7 (Content and Intellectual Property)
Section 9 (Warranties and Disclaimers)
Section 10 (Limitation of Liability)
Section 11 (Indemnification)
Section 14 (Dispute Resolution)
Section 15 (General Provisions)

7. Content and Intellectual Property

7.1 Your Content

You Own Your Data:

You retain all ownership rights to your input data
You retain ownership of your CRM data
You retain ownership of content you upload (documents, links, etc.)

License to Us:

By using the Service, you grant us a limited, non-exclusive, worldwide, royalty-free license to:

Process your data to provide the Service
Store your CRM data in our database (Airtable)
Generate meeting prep and discovery documents
Use client-provided content for AI training (RAG database)
Display your content within the Service

Important: We configure all AI providers (OpenAI, Anthropic, Perplexity, Grok) to opt-out of using your data for their model training. Your data is never used to train commercial AI models.

Your Responsibilities:

You represent and warrant that:

You own or have permission to use all content you provide
Your content does not violate any third-party rights (copyright, trademark, privacy)
Your content does not contain illegal or harmful material
You have authority to share CRM data with us

Prohibited Content:

You may not upload or provide:

Protected Health Information (PHI) under HIPAA
Payment Card Information (PCI) without proper encryption
Social Security Numbers or government-issued IDs
Content that violates laws or regulations
Malware, viruses, or malicious code
Content that infringes intellectual property rights

7.2 Our Intellectual Property

We Own the Service:

RevenueCEO, LLC retains all rights, title, and interest in:

The Revenue Growth Agent platform and its source code
Revenue Growth Agent trademarks, logos, and branding
Documentation, training materials, and guides
AI models, algorithms, and methodologies (excluding your client-provided content)
Service improvements, updates, and derivatives

Restrictions:

You may not:

Reverse engineer, decompile, or disassemble the Service
Copy, modify, or create derivative works
Remove or alter proprietary notices (copyright, trademark)
Use our trademarks without written permission
Access the Service to build a competing product
Use automated tools to extract data beyond intended use (scraping)

7.3 AI Training and Client-Provided Content

Client-Provided Content:

Content you explicitly upload (PDFs, documents, links) is stored in our RAG database (Pinecone) to provide personalized insights.

What We Do:

Store this content in a vector database for retrieval
Use it to generate context-aware meeting preps and discovery content
Associate it with your account only (not shared across customers)

What We Do NOT Do:

Use your data to train commercial AI models (we opt-out with all AI providers)
Allow AI providers (OpenAI, Anthropic, etc.) to train on your data
Share your client-provided content with other customers
Sell or license your content to third parties

Your Control:

You can request removal of client-provided content at any time
Content is deleted from RAG database within 30 days of account cancellation

7.4 Generated Content

Meeting Prep and Discovery Documents:

Generated Google Docs are stored in our Google Drive
You receive a unique URL to access each document
Documents are not shared publicly or with other users
You may request deletion of documents at any time

Ownership:

You may use generated documents for your business purposes
We retain a copy for service delivery and support
Documents are not resold or licensed to third parties

7.5 Feedback

If you provide feedback, suggestions, or feature requests:

You grant us a perpetual, worldwide, royalty-free license to use that feedback
We may implement your suggestions without compensation or attribution
You waive any claims related to our use of your feedback

7.6 Use of Client Name and Logo

Promotional Use:

By subscribing to the Service, you grant RevenueCEO, LLC permission to:

Use your company name and logo on our website
List you as a customer in promotional materials and presentations
Include your company name in case studies or customer lists
Reference your use of our Service in marketing communications

Opt-Out:

If you do not wish to have your company name or logo used in our promotional materials, you may:

Email [email protected] with your opt-out request
We will remove your name and logo within 30 days of receiving your request
Your opt-out will not affect your use of the Service or our relationship

Limitations:

We will not make false or misleading statements about your use of the Service
We will not imply endorsement beyond your actual use of our platform
We will comply with any branding guidelines you provide
We will remove your information immediately upon termination of your subscription

8. Acceptable Use Policy

8.1 Permitted Uses

You may use the Service to:

Generate meeting preparation documents for business purposes
Create discovery session plans and summaries
Integrate with your CRM platform (Salesforce, HubSpot, etc.)
Research publicly available company and contact information
Store and retrieve meeting prep history

8.2 Prohibited Uses

You may NOT use the Service to:

Violate Laws:

Break any local, state, national, or international law
Violate export control laws or economic sanctions
Engage in fraudulent or deceptive practices

Infringe Rights:

Violate intellectual property rights of others
Violate privacy rights or data protection laws
Use others' CRM data without authorization

Harm Others:

Harass, threaten, or abuse individuals
Send spam, unsolicited messages, or phishing attempts
Impersonate others or misrepresent your identity

Abuse the Service:

Circumvent rate limiting or security measures
Attempt denial-of-service attacks or overload our infrastructure
Introduce viruses, malware, or malicious code
Reverse engineer or attempt to extract source code
Access other users' accounts or data
Share your account credentials with unauthorized users

Compete:

Build a competing product using our Service
Scrape data or content for competitive purposes
Resell or sublicense the Service without permission

Store Prohibited Data:

Store Protected Health Information (PHI) without BAA
Store Payment Card Information (PCI) improperly
Store sensitive personal data (SSN, government IDs) unnecessarily

8.3 Consequences of Misuse

Violation of this Acceptable Use Policy may result in:

Immediate suspension or termination of your account
Forfeiture of fees paid (no refund)
Notification to law enforcement authorities
Legal action to recover damages
Reporting to relevant regulatory bodies

9. Warranties and Disclaimers

9.1 Limited Warranty

We warrant that:

The Service will perform substantially as described in our documentation
We have the right to provide the Service
We will use commercially reasonable efforts to maintain security and availability

9.2 Disclaimer of Warranties

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED.

WE DISCLAIM ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO:

Merchantability:

Fitness for a particular purpose
Suitability for your specific needs

Accuracy:

Accuracy, completeness, or reliability of AI-generated content
Correctness of research data from public sources
Timeliness of information provided

Availability:

Uninterrupted or error-free operation
Compatibility with all systems and platforms
Availability of third-party services (CRM platforms, AI providers)

Security:

Complete security or freedom from viruses or malware
Absolute protection against unauthorized access
Prevention of all data breaches

Third-Party Content:

Accuracy of information from CRM platforms
Quality or reliability of third-party services
Availability of third-party APIs

AI-Generated Content:

Meeting prep documents are generated using AI and may contain errors, inaccuracies, or outdated information
You are responsible for verifying all information before use
Do not rely solely on AI output for critical business decisions
Always fact-check AI-generated insights and recommendations

10. Limitation of Liability

10.1 Liability Cap

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ANY CLAIMS ARISING FROM OR RELATED TO THE SERVICE SHALL NOT EXCEED THE GREATER OF:

$100 USD, OR
The total amount you paid us in the 3 months immediately prior to the claim

10.2 Excluded Damages

WE SHALL NOT BE LIABLE FOR ANY:

Indirect Damages:

Lost profits, revenue, or business opportunities
Loss of data or information (backup your data!)
Loss of goodwill or reputation
Cost of substitute services

Consequential Damages:

Business interruption
Damage to your relationships with customers or partners
Failure to meet deadlines or obligations

Incidental Damages:

Costs of procurement of substitute services
Costs of recovering data

Punitive or Exemplary Damages:

Punitive damages of any kind

Third-Party Claims:

Claims by your customers, partners, or other third parties

Force Majeure:

Events beyond our reasonable control (natural disasters, war, pandemics, government actions, internet failures)

10.3 Exceptions to Limitations

Liability limitations do NOT apply to:

Gross negligence or willful misconduct by us
Death or personal injury caused by our negligence (if applicable)
Fraud or fraudulent misrepresentation
Violations of law where limitations are prohibited
Our indemnification obligations (see Section 11)

10.4 Basis of the Bargain

You acknowledge that:

These limitations are a fundamental part of the agreement
The fees reflect these limitations
We would not provide the Service without these protections
You have had the opportunity to purchase additional insurance if desired

11. Indemnification

11.1 Your Indemnification Obligations

You agree to indemnify, defend, and hold harmless RevenueCEO, LLC and its officers, directors, employees, contractors, and agents from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising from or related to:

Your use or misuse of the Service
Your violation of these Terms
Your violation of any law, regulation, or third-party rights
Your content, data, or materials (CRM data, client-provided content)
Infringement of intellectual property rights by your content
Your CRM data or use of CRM platforms
Claims by your customers, employees, or partners
Negligence or misconduct by you or your authorized users

11.2 Our Indemnification Obligations

We agree to indemnify you from third-party claims that the Service infringes their intellectual property rights, provided that:

You notify us promptly in writing of the claim
You give us sole control of the defense and settlement
You provide reasonable cooperation in the defense

Our Remedies:

If we determine that the Service infringes or is likely to infringe, we may at our option:

Obtain a license for you to continue using the Service
Modify the Service to make it non-infringing
Replace the infringing component with a non-infringing alternative
Terminate the Service and refund prepaid fees for unused time

Exclusions:

We are NOT obligated to indemnify if infringement arises from:

Your modification of the Service
Your combination of the Service with other products or services
Your continued use after we notified you of infringement
Your use contrary to our instructions or documentation

12. Confidentiality

12.1 Confidential Information

"Confidential Information" means non-public information disclosed by one party to the other that:

Is marked as "Confidential" or similarly designated
Should reasonably be understood as confidential given the nature of the information

Examples:

Your CRM data and client-provided content
Our proprietary algorithms, methods, and source code
Business strategies, pricing, and financial information
Non-public features and product roadmaps

12.2 Confidentiality Obligations

Each party agrees to:

Maintain the confidentiality of the other party's Confidential Information
Use Confidential Information only for purposes of the agreement
Not disclose Confidential Information to third parties (except as permitted)
Protect Confidential Information with at least the same care as it protects its own

12.3 Permitted Disclosures

Confidential Information may be disclosed:

To employees, contractors, and agents who need to know
As required by law, regulation, or court order (with prior notice if possible)
To enforce rights under these Terms

12.4 Exclusions

Confidential Information does NOT include information that:

Is or becomes publicly available through no fault of the receiving party
Was known to the receiving party before disclosure
Is independently developed without use of Confidential Information
Is rightfully obtained from a third party without restrictions

13. Data Protection and Privacy

Your privacy is important to us. Our collection, use, and protection of your data is governed by our Privacy Policy, which is incorporated into these Terms by reference.

Key Points:

We collect CRM data you provide via meeting prep and discovery forms
We store generated documents in our Google Drive
We retain CRM data for 3 months after cancellation
You can request data deletion at any time
We comply with GDPR, CCPA, and other privacy laws

Read our full Privacy Policy: https://hub.revenuegrowthagent.com/privacy

14. Dispute Resolution

14.1 Informal Resolution

Before filing any legal claim, you agree to:

Contact us at [email protected]
Describe the dispute in reasonable detail
Attempt to resolve the dispute informally for at least 30 days

14.2 Binding Arbitration

If informal resolution fails, disputes shall be resolved by binding arbitration in accordance with the Federal Arbitration Act ("FAA").

Arbitration Rules:

Administered by the American Arbitration Association (AAA)
Conducted under AAA's Commercial Arbitration Rules
One arbitrator selected in accordance with AAA rules
Arbitration shall take place in Cape Coral, Florida (or remotely if agreed)

Arbitration Process:

Each party bears its own attorneys' fees and costs (unless arbitrator awards fees to prevailing party)
Discovery permitted as determined by arbitrator
Arbitrator's decision is final and binding
Judgment may be entered in any court of competent jurisdiction

Exceptions:

Either party may seek injunctive relief in court for:

Intellectual property infringement
Violation of confidentiality obligations
Breach of Acceptable Use Policy

14.3 Class Action Waiver

YOU AGREE TO RESOLVE DISPUTES WITH US ON AN INDIVIDUAL BASIS ONLY.

YOU WAIVE YOUR RIGHT TO:

Participate in class action lawsuits
Participate in class arbitrations
Serve as a class representative or member
Join claims with other users or third parties

Each party may bring claims against the other only in an individual capacity.

14.4 Jury Trial Waiver

YOU WAIVE YOUR RIGHT TO A JURY TRIAL FOR ANY DISPUTES RELATED TO THESE TERMS OR THE SERVICE.

All disputes not resolved through arbitration shall be decided by a judge without a jury.

14.5 Statute of Limitations

You must file any claim within 3 months after the claim arises. Claims filed after 3 months are permanently barred.

15. General Provisions

15.1 Governing Law

These Terms are governed by the laws of the State of Florida, United States, without regard to conflict of law principles.

15.2 Jurisdiction

To the extent arbitration does not apply, you consent to the exclusive jurisdiction and venue of the state and federal courts located in Lee County, Florida.

15.3 Severability

If any provision of these Terms is found to be invalid, illegal, or unenforceable:

The remaining provisions shall remain in full force and effect
The invalid provision shall be modified to the minimum extent necessary to make it valid and enforceable
If modification is not possible, the provision shall be severed

15.4 Waiver

Our failure to enforce any provision does not constitute a waiver of that provision or our right to enforce it in the future. Any waiver must be in writing and signed by an authorized representative.

15.5 Assignment

You may not assign or transfer these Terms or your rights under these Terms without our prior written consent. Any attempted assignment in violation of this section is void.

We may assign these Terms to any successor, affiliate, or purchaser of our business without your consent.

15.6 Entire Agreement

These Terms, together with our Privacy Policy and any other policies incorporated by reference, constitute the entire agreement between you and us regarding the Service. They supersede all prior or contemporaneous agreements, communications, and proposals (oral or written).

15.7 Force Majeure

We are not liable for delays or failures in performance resulting from events beyond our reasonable control, including but not limited to:

Natural disasters (earthquakes, floods, hurricanes, fires)
War, terrorism, riots, or civil unrest
Government actions, laws, or regulations
Pandemics, epidemics, or public health emergencies
Internet, telecommunications, or power failures
Third-party service outages (CRM platforms, AI providers, hosting)
Strikes, labor disputes, or supply chain disruptions

During a force majeure event, our obligations are suspended for the duration of the event.

15.8 Notices

To You:

We will send notices via the email address associated with your account
You agree to keep your email address current
Notices are deemed received 24 hours after sending

To Us:

Send legal notices to: [email protected]
Send support requests to: [email protected]

Mailing address:

RevenueCEO, LLC
1616 Cape Coral Parkway West
Suite 102-196
Cape Coral, FL 33914
United States

15.9 No Agency

These Terms do not create any agency, partnership, joint venture, employment, or franchiser-franchisee relationship between you and us.

15.10 Third-Party Beneficiaries

These Terms do not confer any rights or benefits to third parties, except as expressly provided (e.g., our indemnified parties).

15.11 Export Compliance

You agree to comply with all applicable export and import control laws and regulations, including those of the United States and your country of residence. You represent that you are not:

Located in a country subject to U.S. embargo
Listed on any U.S. government list of prohibited or restricted parties

15.12 U.S. Government Users

If you are a U.S. government entity, the Service is a "commercial item" as defined in FAR 2.101, and is provided with only those rights as are granted to non-government users under these Terms.

15.13 Survival

Sections that by their nature should survive termination shall survive, including but not limited to: Sections 7, 9, 10, 11, 12, 14, and 15.

16. Modifications to Terms

16.1 Right to Modify

We reserve the right to modify these Terms at any time. Changes will be effective upon:

Posting the updated Terms on our website
Updating the "Last Updated" date
Sending email notification (for material changes)

16.2 Notice Period

For material changes affecting your rights:

We will provide 30 days' notice before changes take effect
You may terminate your account if you disagree with changes
Termination must occur before the effective date of changes
Refund of prepaid fees will be pro-rated

16.3 Acceptance

Your continued use of the Service after the effective date of changes constitutes acceptance of the modified Terms.

If you do not agree to the modified Terms, you must stop using the Service and cancel your subscription.

17. Contact Information

Mailing Address