Terms of Service

The Service is intended for United States business users who are at least 18 years old. It is not a consumer credit, employment screening, medical, emergency, or regulated professional-advice service. If you act for an organization, you represent that you have authority to bind it. In that case, “you” includes that organization, and you must ensure that its authorized users comply with these Terms. If you lack that authority, do not accept on its behalf.

A separately signed agreement controls to the extent it expressly conflicts with these Terms. The Acceptable Use Policy forms part of these Terms. Our Privacy Policy describes personal-information practices; it does not expand the rights you grant in confidential Customer Content.

Provide accurate account and business information, keep it current, and protect your credentials and recovery methods. Do not share individual accounts or give access to someone who is not authorized. Tell us promptly at hello@cpgplaybook.com if you suspect unauthorized access.

An Owner controls the workspace and its authorized membership. Team members and Guests receive the permissions assigned to their roles and invitations. Owners are responsible for selecting recipients, assigning access, and confirming that invited users are entitled to see the material made available to them. Team members and Guests must stay within that authorization. A Guest’s access to one item does not authorize access to other workspace material.

An organization’s administrator may manage access to information in its workspace, including after a user leaves the organization. Personal accounts, membership, ownership of business records, and rights under privacy law are distinct. We may request evidence of authority when resolving account or workspace disputes. We do not adjudicate ownership disputes between business partners.

Subject to these Terms, you may use the Service for your own business activities. We retain all rights in the Service’s software, design, documentation, and technology except the access rights expressly granted here. You may not resell access or represent the Service as your own without our written agreement.

Features and availability can change. We may maintain, improve, replace, or discontinue features, address security concerns, or restrict misuse. We will provide reasonable notice of a material adverse change when practicable, except where urgent security, legal, or operational circumstances require earlier action. No uptime, support-response, or service-level commitment applies unless we separately agree to one in writing.

The current free-access program does not itself authorize a charge. We will not convert free access to paid access without presenting commercial terms and obtaining the required acceptance and payment authorization. Usage limits, feature availability, and invitations may still apply during free access.

An existing, separately accepted subscription, invoice, or payment arrangement remains governed by its applicable commercial terms. These Terms do not cancel an existing agreement, alter an accrued payment obligation, or erase billing records. Payment processors may retain records needed for payment administration, disputes, fraud prevention, and legal obligations. Contact hello@cpgplaybook.com with billing questions. Any future price, renewal, cancellation, tax, or refund terms must be disclosed in the applicable commercial agreement.

“Customer Content” means material you or your authorized users submit to the Service, including documents, messages, business data, brand assets, listings, and workspace records. As between you and CPG Playbook, you retain your rights in Customer Content. You represent that you have the rights, permissions, and lawful basis needed to provide it and authorize its intended use.

You grant us a nonexclusive, limited right to host, store, reproduce, transmit, display, and process Customer Content as necessary to provide, maintain, secure, and support the Service; perform your instructions; and meet legal obligations. This includes using service providers to perform those functions. It does not transfer ownership of your content or grant a general right to publish your private workspace content for marketing.

When you choose to publish a profile, listing, link, or other material, you authorize the visibility and distribution associated with that feature. Public recipients may copy or retain material; removing it from the Service may not remove independent copies. Confirm the intended audience before sharing. You are responsible for the accuracy of your published claims and for necessary permissions to use names, images, trademarks, and contact details.

The Service can organize information, retrieve material, and generate analyses, text, recommendations, and other outputs through automated processing. Requests and relevant context may be sent to the providers described in our Service-provider Register. Results may be incomplete, inaccurate, outdated, or similar to results provided to others. A citation or confident presentation does not establish accuracy or authorization to use the underlying material.

As between you and CPG Playbook, you may use the outputs delivered to your workspace, and we assign to you any rights we may hold in those outputs, subject to third-party rights and applicable law. We do not promise that an output is eligible for intellectual-property protection, unique, or free of third-party claims. Our software, underlying technology, and preexisting materials remain ours or our licensors’.

You must independently review outputs before relying on or publishing them. In particular, obtain appropriate qualified review of labeling, ingredients, allergens, health claims, regulatory compliance, legal matters, contracts, financial forecasts, taxes, and other consequential decisions. The Service does not replace a lawyer, accountant, food-safety specialist, or other qualified adviser, and it does not certify products or business practices.

Each party may receive nonpublic information from the other that is marked confidential or should reasonably be understood to be confidential. Private Customer Content is Customer’s confidential information. The receiving party will use confidential information only to perform or exercise rights under this agreement, protect it with reasonable care, and disclose it only to personnel and service providers who need it for that purpose and are subject to appropriate confidentiality obligations.

These obligations do not cover information that the receiving party can show was already lawfully known, becomes public without a breach, is independently developed without use of confidential information, or is lawfully obtained from another source without a confidentiality duty. A party may disclose information when legally required, with notice to the other party where legally permitted and reasonable assistance in seeking protection. Material you intentionally make public is no longer confidential to the extent of that publication.

The Service may connect with external providers, display public-source information, or link to other businesses. Third-party services and transactions may have their own terms and privacy policies. We do not control third-party availability, accuracy, performance, or independent processing. You are responsible for the connections you authorize and the rights needed to use imported material.

A directory listing, introduction, or generated recommendation is not an endorsement, certification, agency relationship, or guarantee of a third party. Unless we expressly agree otherwise, purchases and engagements with listed businesses are between you and those businesses. Third-party notices and applicable software-license terms are available in Third-party Notices.

Comply with the Acceptable Use Policy, applicable law, and the permissions attached to content and accounts. Do not interfere with security, bypass access controls or usage limits, upload harmful code, infringe rights, misuse personal information, or use the Service for prohibited high-risk decisions.

If you voluntarily provide suggestions about the Service, you permit us to use them without payment or attribution. This permission does not transfer ownership of Customer Content or authorize disclosure of your confidential business information.

You may stop using the Service at any time and request account closure through hello@cpgplaybook.com. Ending a user’s access does not necessarily terminate an organization’s workspace or delete records belonging to that organization. Applicable payment obligations remain governed by the relevant commercial agreement.

We may restrict or suspend access where reasonably necessary to address a material breach, unauthorized use, a security threat, harm to others, or legal requirements. We will give notice and an opportunity to resolve the issue when reasonably practicable. We may terminate for an unresolved material breach after reasonable notice, or immediately where serious misconduct or a legal or security requirement makes continued access inappropriate. We may discontinue the Service with reasonable notice when practicable.

If access ends, contact us promptly about retrieving information you are authorized to receive. Retention and deletion are governed by the Privacy Policy, applicable law, and any separately accepted data-processing terms. Termination does not require deletion of other users’ records or records we must lawfully retain. Provisions concerning ownership, confidentiality, accrued obligations, disclaimers, liability, disputes, and other provisions that by their nature should survive will continue.

Each party represents that it has authority to enter this agreement. Except for commitments expressly stated in a separately signed agreement, the Service and its outputs are provided “as is” and “as available,” to the fullest extent permitted by law. We disclaim implied warranties of merchantability, fitness for a particular purpose, title, and noninfringement to the extent those warranties may lawfully be disclaimed.

We do not guarantee uninterrupted or error-free operation, complete security, preservation of every record, the accuracy of third-party information or generated output, or a particular commercial result. Nothing in these Terms excludes a warranty, remedy, or obligation that applicable law does not allow us to exclude.

To the fullest extent permitted by law, neither party is liable under this agreement for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenue, business opportunities, goodwill, or anticipated savings, whether based in contract, tort, or another legal theory and even if advised of the possibility.

To the fullest extent permitted by law, CPG Playbook’s aggregate monetary liability arising out of or relating to the Service or these Terms will not exceed the greater of (a) the fees you paid to CPG Playbook for the Service during the 12 months immediately before the event giving rise to the claim or (b) US $100. Related claims do not multiply this limit.

These limits do not apply to fraud, willful misconduct, or any liability that applicable law prohibits limiting or excluding. They do not restrict a person’s nonwaivable statutory rights or a regulator’s powers. The parties acknowledge that these limits reflect the allocation of risk for the Service, including free access.

To the extent permitted by law, you will defend CPG Playbook against a third-party claim that Customer Content you supplied infringes that party’s rights or that your unlawful use or material violation of the Acceptable Use Policy caused that party harm, and pay damages and reasonable costs finally awarded or agreed in a settlement you approve. This obligation does not extend to a claim caused by our unlawful processing, unauthorized modifications to your content, or our own breach of these Terms.

We must promptly notify you of the claim, allow you to control the defense using competent counsel, and reasonably cooperate at your expense. Delay in notice excuses your obligation only to the extent it materially prejudices the defense. You may not settle a claim in a way that admits wrongdoing by us, imposes a nonmonetary obligation on us, or fails to release us without our written consent. We may participate with our own counsel at our expense.

Colorado law governs these Terms, without applying conflict-of-laws rules that would select another jurisdiction’s law. Subject to any nonwaivable legal right, the state courts located in Colorado and the federal courts located in Colorado have exclusive jurisdiction over disputes arising from these Terms or the Service, and each party consents to their jurisdiction and venue.

These Terms do not require arbitration. Before bringing a claim, the parties are encouraged to contact one another to seek a practical resolution. This does not prevent urgent relief, suspend a filing deadline, or require a person to give up a statutory complaint or remedy.

Send legal notices and questions to hello@cpgplaybook.com. We may send notices to the contact information associated with your account or through the Service. Keep that information current. Electronic notices are effective when delivered, subject to applicable law.

We may amend these Terms by posting a revised version and effective date. We will provide reasonable advance notice of material changes through the Service or an account contact where practicable, and obtain additional acceptance when required by law. Changes are prospective; posting new terms does not by itself create a previously unauthorized charge. If you do not agree to a change, stop using the affected Service before it takes effect and contact us about your account.

These Terms and any agreements expressly incorporated into them constitute the agreement on their subject matter. If a provision is unenforceable, the remaining provisions continue to apply. A failure to enforce a provision is not a waiver. Neither party may assign this agreement without the other’s consent, except to an affiliate or in connection with a merger, reorganization, or sale of substantially all related assets, provided the successor assumes its obligations and your statutory rights are preserved. Neither party is the other’s agent or partner. There are no third-party beneficiaries except where applicable law requires otherwise.