The Sales Checklist™ App (“Platform”) is committed to protecting the confidentiality, integrity, and security of customer information. The Platform uses a proprietary sales process and AI-assisted insights to improve sales execution, forecasting, pipeline visibility, coaching, and evidence-based deal management.
Information We Collect and Use
We may collect account and billing information; sales, pipeline, and opportunity-assessment data entered by users; usage and device analytics; and AI or workflow interactions.
- Operate, secure, support, and improve the Platform
- Provide analytics and AI-assisted insights
- Support forecasting and coaching workflows
- Develop Platform features and functionality
We do not sell customer data.
Customer and Proprietary Information
The Platform does not request or require users to enter customer names, contact details, confidential documents, or other directly identifying customer information. Opportunities can be evaluated using non-identifying descriptions, reducing the need to submit proprietary or identifiable customer data.
Data Ownership
Customers retain ownership of the sales, pipeline, customer, and operational data they submit. The Sales Checklist™ App does not claim ownership of customer business information.
AI-Assisted Analysis
The Platform may use AI to evaluate deal quality, identify missing evidence, highlight risks, and support forecasting and coaching recommendations. AI-generated outputs are advisory and do not replace management judgment. The Platform does not guarantee sales results, forecast accuracy, or revenue outcomes.
Security and Confidentiality
We use commercially reasonable administrative, technical, and organizational safeguards to protect customer information from unauthorized access, disclosure, misuse, or loss. However, no internet-based platform can guarantee absolute security.
Data Sharing
We may share customer information only:
- With authorized service providers supporting Platform operations
- When required by law
- To protect Platform security or legal rights
- In connection with a merger, acquisition, or similar business transaction
Customer Responsibilities
Customers are responsible for the accuracy and legality of submitted data, user access and permissions, internal business decisions, and compliance with applicable laws. Users may not misuse, interfere with, reverse engineer, or unlawfully access the Platform.
Third-Party Integrations
The Platform may connect with CRM, email, calendar, analytics, AI, and other third-party services. Use of those services may also be subject to their separate 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 is not liable 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™, related methodologies, scoring systems, workflows, branding, and Platform functionality are protected intellectual property and may not be copied or reproduced without written authorization.
Policy Updates
We may update this summary periodically. Changes will be posted with a revised effective date. Continued use of the Platform after an update constitutes acceptance of the revised terms.