Terms of Service

1. Acceptance of Terms

By creating an account, clicking to accept these Terms, accessing, or using the SOLVE revenue operations platform (the "Service") provided by SOLVE Revenue Group LLC, a Colorado limited liability company ("SOLVE," "we," "us," or "our"), you ("Customer," "you," or "your") agree to be bound by these Terms of Service ("Terms"). If you are entering into these Terms on behalf of a company or other legal entity, you represent that you have the authority to bind such entity to these Terms, in which case "you" and "your" refer to that entity. If you do not have that authority, or if you do not agree to these Terms, you must not access or use the Service.

If you do not agree to these Terms, do not use the Service. We may modify these Terms from time to time. If we make a material change, we will provide at least 30 days written notice, which may be given by email, through the Service, or by posting an updated version with a revised effective date. Changes will become effective on the stated effective date, and your continued use of the Service after that date constitutes acceptance of the updated Terms.

2. Description of Service

SOLVE Revenue Group LLC provides a hosted revenue operations platform that allows users to manage sales operations, CRM data, team performance, reporting, and operational workflows, and to receive AI-powered operational analysis and recommendations (the "AI Output"). The Service includes operational tools, CRM functionality, dashboards, reporting, team management, email and calendar integrations, workflow automations, and related software, features, documentation, and support or maintenance that we make available from time to time. We may update, improve, modify, or discontinue features of the Service from time to time, provided that we will not materially reduce the core functionality of a paid subscription during its then-current billing period except as reasonably necessary for security, legal, or operational reasons.

3. Account Registration and Eligibility

To use the Service, you must:

• Be at least 18 years of age
• Have the legal authority to enter into binding contracts
• Provide accurate and complete registration information
• Maintain the security of your account credentials
• Promptly notify us of any unauthorized access to your account

You are responsible for all activity that occurs under your account, for maintaining the confidentiality of your login credentials, and for ensuring that all information associated with your account remains accurate and current. You are also responsible for the acts and omissions of any person who accesses or uses the Service through your account as if they were your own. SOLVE Revenue Group LLC reserves the right to suspend or terminate accounts that violate these Terms.

4. Subscription Plans and Payment

4.1 Subscription Tiers

The Service is offered on a subscription basis. Current subscription tiers are:

• Solo: $149 per month (1 user). Annual option available at $1,430 per year.
• Team: $119 per user per month (2–24 users). Annual option available at $1,142 per user per year.
• Enterprise: Custom pricing (25+ users). Annual contract required.

Current pricing tiers and plan features are posted at solverevenuegroup.com or otherwise presented during the purchase process. Subscriptions renew automatically for successive billing periods unless canceled in accordance with these Terms. We may update pricing on a prospective basis with at least 30 days notice to existing subscribers.

4.2 Onboarding Fee

Team subscriptions require a one-time Onboarding Fee of $2,500. The Onboarding Fee includes a strategy session with the founder, data migration assistance, dashboard configuration, team kickoff, and 30 days of direct founder access. The Onboarding Fee is refundable if requested before onboarding work has begun. Once onboarding work has begun (including but not limited to data review, CRM import, discovery completion, strategy preparation, or dashboard configuration), the Onboarding Fee is non-refundable.

4.3 Payment Terms

• Subscriptions are billed in advance on a recurring monthly or annual billing cycle
• Payment is due on the subscription start date and each renewal date unless otherwise stated during checkout
• Monthly subscription fees are non-refundable
• Annual subscriptions include a 14-day money-back guarantee from the date of initial purchase. After 14 days, annual fees are non-refundable. Annual cancellation takes effect at the end of the current annual term
• If a payment fails, we will send reminder notices at Day 3 and Day 7 following the failure. If payment remains outstanding after 14 days, your account will enter read-only mode (data preserved, tools and features locked). A final notice will be sent at Day 60. If payment remains outstanding after 90 days, your data may be deleted from active systems after notice
• All prices are in US dollars and exclusive of applicable taxes, duties, and similar governmental charges

4.4 Sales Tax

SOLVE Revenue Group LLC will collect and remit applicable taxes as required by law. Customer is responsible for all sales, use, excise, value-added, withholding, or similar taxes, duties, and governmental charges applicable to its subscription or use of the Service, excluding taxes based on SOLVE Revenue Group LLC's net income, property, or employees. If Customer is tax exempt, Customer must provide valid documentation of that exemption upon request.

4.5 Free Trial and Team Evaluation

• Solo accounts receive a 30-day free trial with credit card required. The card will not be charged until the trial period ends. You may cancel at any time during the trial without charge. At the end of the trial period, continued use requires a paid subscription. If a paid subscription is not activated, the account enters read-only mode.
• Team subscriptions do not include a self-serve trial. Prospective Team customers may request a live demonstration of the Service. Upon purchase, onboarding and data import are performed as part of the Onboarding Fee described in Section 4.2.
• Enterprise subscriptions follow the same evaluation model as Team, with custom scoping and contracting.

4.6 Seat Changes

• Additional seats may be added at any time during a billing period. Charges for additional seats are prorated for the remainder of the current billing period.
• Seat reductions take effect at the next billing cycle. The account administrator selects which users to deactivate. Deactivated users lose login access but their historical data is preserved and remains visible to authorized team members. A minimum of 2 seats is required for Team subscriptions.

4.7 Cancellation

You may cancel your subscription at any time from your account settings (Settings → Billing → Manage Subscription) or by contacting us using the contact information below. Cancellation takes effect at the end of the current billing period, and your subscription will not renew for a subsequent billing period. No refunds are issued for partial billing periods except as provided in Section 4.3.

4.8 Data Export

You may export your data (including accounts, contacts, opportunities, activities, and tool workbook data) in CSV format at any time during your subscription and during any read-only access period following cancellation or payment failure. The right to export your data is not contingent on your subscription status.

4.9 Late Payments

If any undisputed amount owed by you is overdue, we may, in addition to our other rights and remedies, restrict your access to the Service as described in Section 4.3 until such amount is paid in full. You will reimburse us for reasonable costs of collection, including attorneys' fees and expenses, incurred in collecting overdue undisputed amounts to the extent permitted by applicable law.

5. Acceptable Use

5.1 Permitted Use

You may use the Service only for lawful purposes and in accordance with these Terms. Subject to your compliance with these Terms and payment of applicable fees, SOLVE Revenue Group LLC grants you a limited, non-exclusive, non-transferable, non-sublicensable right during the applicable subscription term to access and use the Service for your internal business purposes.

5.2 Prohibited Use

You may not, and may not permit any third party to:

• Enter data to which you do not have legal access or authorization
• Use the Service to facilitate any unlawful activity
• Attempt to reverse-engineer, decompile, or extract our AI prompts, models, or proprietary methodology
• Use the Service to train competing AI models or build a competing product
• Share login credentials or allow unauthorized third-party access to your account
• Upload malicious files, viruses, or any code designed to harm the Service
• Misrepresent AI Output as independent professional advice to your clients or stakeholders
• Use the Service in any way that violates applicable law

6. Confidentiality and Data Security

6.1 Your Data

You retain all ownership rights to sales data, CRM records, operational information, and other data you enter, upload, or process through the Service ("Customer Data"). You are solely responsible for the accuracy, content, and legality of Customer Data and for obtaining all rights, consents, and permissions necessary for its use with the Service. You grant SOLVE Revenue Group LLC a limited, non-exclusive, worldwide license to host, copy, transmit, display, process, and otherwise use Customer Data solely as necessary to provide, maintain, secure, support, and improve the Service in accordance with these Terms, our Privacy Policy, and applicable law.

6.2 Our Obligations

Subject to these Terms, SOLVE Revenue Group LLC will:

• Maintain commercially reasonable technical and organizational security measures
• Not sell Customer Data and not disclose Customer Data to third parties except as necessary to provide, maintain, secure, support, or improve the Service, as permitted by these Terms or our Privacy Policy, with your consent, or as required by law
• Not use Customer Data to train AI models without your explicit written consent
• Encrypt Customer Data at rest and in transit
• Notify you without undue delay after becoming aware of a confirmed security incident affecting your Customer Data, consistent with applicable law and our contractual obligations

6.3 Third-Party Processors

To provide the Service, SOLVE Revenue Group LLC uses third-party service providers and sub-processors, including Anthropic PBC for AI analysis processing, Supabase Inc. for database hosting and authentication, Vercel Inc. for application hosting, and Stripe Inc. for payment processing. We may also engage Google LLC and Microsoft Corporation for email and calendar integrations when you connect those services. A current list of sub-processors is maintained in our Privacy Policy.

6.4 Suspension Rights

SOLVE Revenue Group LLC may suspend or limit your access to the Service immediately upon notice if we reasonably believe that: (a) your use of the Service poses a security risk to the Service or any third party; (b) your use of the Service violates these Terms or applicable law; (c) there has been unauthorized access to your account; or (d) you have failed to pay undisputed fees when due.

7. Intellectual Property

7.1 Our IP

SOLVE Revenue Group LLC retains all right, title, and interest in and to the Service, including our software, interfaces, workflows, the SOLVE methodology (Study, Observe, Locate, Validate, Execute), AI prompts, models, operational tool templates, documentation, trademarks, usage data in aggregated or de-identified form, and all related intellectual property and derivative works. Except for the limited rights expressly granted in these Terms, no rights, licenses, or interests are granted to you by implication, estoppel, or otherwise.

7.2 Your IP and AI Output

You own your Customer Data. As between you and SOLVE Revenue Group LLC, and subject to your compliance with these Terms and payment of applicable fees, you own the AI Output generated from your Customer Data, except to the extent the AI Output includes or reflects SOLVE Revenue Group LLC materials, third-party materials, or content that is not capable of exclusive ownership under applicable law. SOLVE Revenue Group LLC retains ownership of the Service, including the underlying software, prompts, workflows, methodology, and other technology used to generate AI Output.

7.3 Feedback

If you provide feedback, ideas, or suggestions about the Service, you grant SOLVE Revenue Group LLC a royalty-free, fully paid-up, worldwide, perpetual, irrevocable, transferable, sublicensable license to use, reproduce, modify, distribute, display, and otherwise exploit that feedback for any lawful purpose without restriction or compensation to you.

8. Disclaimers and Limitation of Liability

8.1 Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND ACCURACY. SOLVE REVENUE GROUP LLC DOES NOT WARRANT THAT THE SERVICE WILL BE ERROR-FREE, UNINTERRUPTED, OR THAT AI OUTPUT WILL BE ACCURATE, COMPLETE, OR SUITABLE FOR ANY PARTICULAR PURPOSE.

8.2 AI Output Accuracy

AI-generated operational analysis and recommendations are probabilistic and may contain errors, omissions, or inaccuracies. SOLVE Revenue Group LLC makes no warranty regarding the accuracy, completeness, or suitability of any AI Output, including SOLVE Analysis results. You acknowledge that AI Output is provided as decision support only and must be independently evaluated by responsible business leaders before being relied upon for any business, financial, personnel, or operational decision.

8.3 Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, AND EXCEPT FOR LIABILITY ARISING FROM A PARTY'S WILLFUL MISCONDUCT, BREACH OF ITS CONFIDENTIALITY OBLIGATIONS, OR INFRINGEMENT OR MISAPPROPRIATION OF THE OTHER PARTY'S INTELLECTUAL PROPERTY RIGHTS, NEITHER PARTY WILL BE LIABLE TO THE OTHER FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, GOODWILL, DATA, OR BUSINESS INTERRUPTION, ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

EXCEPT FOR LIABILITY ARISING FROM A PARTY'S WILLFUL MISCONDUCT, BREACH OF ITS CONFIDENTIALITY OBLIGATIONS, OR INFRINGEMENT OR MISAPPROPRIATION OF THE OTHER PARTY'S INTELLECTUAL PROPERTY RIGHTS, EACH PARTY'S TOTAL CUMULATIVE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE WILL NOT EXCEED THE TOTAL FEES PAID OR PAYABLE BY YOU TO SOLVE REVENUE GROUP LLC UNDER THESE TERMS IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

8.4 Indemnification

You agree to indemnify, defend, and hold harmless SOLVE Revenue Group LLC and its officers, directors, employees, contractors, affiliates, and agents from and against any third-party claims, liabilities, damages, losses, judgments, settlements, and expenses, including reasonable attorneys' fees, arising out of or related to: (a) Customer Data or other materials that you upload, submit, or transmit through the Service without the necessary rights, consents, or authorization; (b) your violation of applicable law, regulation, court order, or professional obligations in connection with your use of the Service; (c) your misuse of the Service in violation of these Terms; or (d) your infringement, misappropriation, or violation of any third-party right through your Customer Data or use of the Service.

8.5 Provider IP Indemnity

SOLVE Revenue Group LLC will defend you against any third-party claim alleging that your authorized use of the Service infringes that third party's United States intellectual property rights, and will pay any damages finally awarded against you or agreed in settlement resulting from such claim, provided that you: (a) promptly notify us in writing of the claim; (b) give us sole control of the defense and settlement; and (c) provide reasonable cooperation at our expense. This Section states your exclusive remedy and SOLVE Revenue Group LLC's sole liability for any claim that the Service infringes or misappropriates intellectual property rights.

9. Dispute Resolution

9.1 Governing Law

These Terms are governed by the laws of the State of Colorado, without regard to its conflict of law provisions. You consent to personal jurisdiction in the state and federal courts located in Denver, Colorado.

9.2 Informal Resolution

Before filing any legal claim, you agree to contact us at kevin@solverevenuegroup.com and attempt to resolve the dispute informally for at least 30 days.

9.3 Arbitration

Any dispute not resolved informally shall be settled by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules. Arbitration shall take place in Denver, Colorado, and the arbitrator's decision may be entered in any court of competent jurisdiction. Each party will bear its own attorneys' fees and costs unless the arbitrator awards otherwise under applicable law. This Section does not prevent either party from seeking injunctive or other equitable relief in court for intellectual property infringement, misuse of confidential information, or other circumstances in which immediate court relief is reasonably necessary.

9.4 Class Action Waiver

YOU WAIVE ANY RIGHT TO PARTICIPATE IN A CLASS ACTION LAWSUIT OR CLASS-WIDE ARBITRATION AGAINST SOLVE REVENUE GROUP LLC.

10. General Provisions

Entire Agreement: These Terms, together with our Privacy Policy, AI Output Disclaimer, and any applicable order form or subscription page expressly incorporated by reference, constitute the entire agreement between you and SOLVE Revenue Group LLC regarding the Service.

Severability: If any provision of these Terms is found unenforceable, that provision will be enforced to the maximum extent permitted and the remaining provisions will continue in full force and effect.

Waiver: No failure or delay by either party in exercising any right under these Terms will constitute a waiver of that right.

Assignment: You may not assign or transfer your rights or obligations under these Terms without our prior written consent. We may assign these Terms without restriction, including in connection with a merger, acquisition, or sale of substantially all of our assets.

Force Majeure: SOLVE Revenue Group LLC is not liable for any delay or failure to perform resulting from causes beyond our reasonable control, including failures of the internet, cloud hosting providers, telecommunications providers, labor disputes, natural disasters, war, terrorism, civil unrest, governmental actions, or power outages; provided that this Section does not excuse your payment obligations for fees already due.

Notices: We may provide notices to you under these Terms by email, through the Service, or by posting them on our website or within your account.

Independent Contractors: The parties are independent contractors. These Terms do not create any partnership, franchise, joint venture, fiduciary, employment, or agency relationship between the parties.

Contact: SOLVE Revenue Group LLC · kevin@solverevenuegroup.com · 2652 Champagne Ave, Castle Rock, CO 80109