Privacy & Data Usage Summary

Information We Collect

We may collect:

• Account and billing information
• Sales and pipeline data entered by users
• Customer and prospect information
• Usage, device, and technical analytics
• AI and workflow interaction data

How Information Is Used

Information may be used to:

• Operate and improve the platform
• Deliver analytics and AI-assisted insights
• Support forecasting and coaching workflows
• Provide customer support
• Maintain platform security and reliability
• Develop future features and functionality

We do not sell customer data.

Customer Ownership of Data

Customers retain ownership of all sales, pipeline, customer, and operational data submitted into the platform.

The Sales Checklist™ App does not claim ownership of customer business information.

AI & Automated Analysis

The platform may use AI-assisted analysis to:

• Evaluate deal quality
• Identify missing evidence
• Highlight risk indicators
• Support forecasting and coaching recommendations

AI-generated outputs are advisory only and do not replace management judgment or business decision-making.

The platform does not guarantee sales results, forecast accuracy, or revenue outcomes.

Security & Confidentiality

We implement commercially reasonable administrative, technical, and organizational safeguards designed to protect customer information from unauthorized access, disclosure, misuse, or loss.

However, no internet-based platform can guarantee absolute security.

Data Sharing

Customer information is not sold.

Information may only be shared:

• With authorized service providers supporting platform operations
• When required by law
• To protect platform security or legal rights
• In connection with a merger or acquisition

Customer Responsibilities

Customers are responsible for:

• The accuracy and legality of uploaded data
• Internal business decisions
• User access and permissions
• Compliance with applicable laws and regulations

Users may not misuse, interfere with, reverse engineer, or unlawfully access the platform.

Third-Party Integrations

The platform may integrate with third-party systems including CRM, email, calendar, analytics, and AI providers. Those services may also be governed by separate third-party policies and terms.

Limitation of Liability

The platform is provided "as is" and "as available."

To the maximum extent permitted by law, The Sales Checklist™ App disclaims liability for indirect, incidental, consequential, or business-related damages, including forecast inaccuracies, lost revenue, lost profits, or business interruption.

Intellectual Property

The Sales Checklist™, Evidence-Based Deal Status™, associated methodologies, scoring systems, workflows, branding, and platform functionality are protected intellectual property and may not be copied or reproduced without written authorization.

Policy Updates

This policy may be updated periodically. Continued use of the platform constitutes acceptance of updated terms.