Here’s where you’ll find how we handle your data, what you can expect from our services, and the standards we hold ourselves to.
Effective Date: [01/02/2025]
Last Updated: [07/01/2025]
At ElevateForward.ai, we value your trust. This Privacy Policy explains what personal information we collect, why we collect it, and how we protect it.
We collect limited data necessary to deliver reports and support your experience:
Name, email, job title, company name
Input provided through forms, report requests, and consultations
Usage data (e.g., analytics, referral sources)
Payment data (handled securely via Stripe)
We do not collect or store sensitive personal data (e.g., health, biometric, or financial account info).
To deliver insight reports and digital services
To communicate regarding active engagements
To improve our product and user experience
For marketing (only with explicit opt-in)
We do not sell your data to third parties.
We share data only with trusted third-party platforms (e.g., HubSpot, Stripe, analytics tools) necessary for our operations. All vendors are GDPR/CCPA compliant.
We retain report-related data for internal reference and refinement, unless you request deletion. Marketing data is retained until opt-out.
Under GDPR and CCPA, you may:
Request access to or correction of your data
Request deletion (“right to be forgotten”)
Object to processing or withdraw consent
Request data portability (copy of your data)
Email support@elevateforward.ai for any data concerns, or to submit a privacy request. We respond within 30 days.
Effective Date: [01/02/2025]
Last Updated: [01/04/2026]
By accessing or using ElevateForward.ai (“ElevateForward,” “EF,” “we,” “our,” or the “Service”), you agree to these Terms of Service (“Terms”). These Terms govern your access to and use of all ElevateForward.ai products and services, including strategic insight reports, software applications, subscriptions, tools, dashboards, and related assets.
1. Use of Services
You may access and use the Service solely for your internal business purposes. All reports, software, and platform access are licensed, not sold. You may not resell, sublicense, redistribute, publish, or otherwise exploit the Service or its outputs without written authorization from ElevateForward.ai.
2. Software Application Access
ElevateForward.ai provides access to a proprietary software application that enables users to generate, store, manage, and analyze strategic insights and reports.
• Access to the application is provided on an “as-is” and “as-available” basis.
• We do not guarantee uninterrupted availability, uptime, or error-free operation.
• Features, functionality, and availability may change over time.
3. Intellectual Property
All intellectual property rights in the Service—including software, reports, frameworks, methodologies, workflows, prompts, templates, and presentation formats—remain the exclusive property of ElevateForward.ai.
You retain ownership of data you submit. By using the Service, you grant ElevateForward.ai a limited license to process your inputs solely for the purpose of delivering the Service.
4. Restrictions on Use
You agree not to:
• Reverse engineer, decompile, scrape, or replicate any part of the Service
• Use the Service to train AI models or create competing products
• Misrepresent ownership of EF materials
• Access the Service in a manner intended to bypass limits, safeguards, or pricing tiers
Violation may result in immediate suspension or termination.
5. Accounts & Security
You are responsible for maintaining the confidentiality of your account credentials and for all activity occurring under your account.
6. Disclaimers
The Service provides strategic insights and informational outputs only. ElevateForward.ai does not guarantee business outcomes and does not provide legal, financial, or professional advice.
7. Limitation of Liability
To the maximum extent permitted by law, ElevateForward.ai shall not be liable for indirect, incidental, or consequential damages. Total liability shall not exceed the amount paid to ElevateForward.ai for the applicable Service during the prior twelve (12) months.
8. Governing Law
These Terms are governed by the laws of the State of Texas. Venue shall be Travis County, Texas.
9. Updates
We may update these Terms periodically. Continued use constitutes acceptance of the revised Terms.
Effective Date: [01/02/2025]
Last Updated: [01/04/2026]
Applies To: Authorized partners, resellers, and consultants.
1. Grant of License
ElevateForward.ai grants Partner a non-exclusive, non-transferable license to access EF reports and, where authorized, the EF application, solely for use in delivering services to Partner’s clients.
• Reports may be used only within active client engagements
• Redistribution beyond intended client use is prohibited
• Application access is licensed for delivery enablement only and may not be resold
2. Ownership & IP
All ElevateForward.ai intellectual property remains the sole property of EF. Partner may not replicate, reverse engineer, or extract EF frameworks, software logic, or methodologies.
3. Permitted Use
• Co-branding or white-labeling of reports only with written approval
• Limited edits allowed for tone or client context
• The EF application may not be white-labeled unless governed by a separate enterprise agreement
4. Monitoring & Compliance
EF reserves the right to monitor usage and audit compliance. Abnormal or abusive use may result in suspension or termination.
5. Termination
EF may revoke access for breach, misuse, or reputational harm. Upon termination, Partner must cease use and destroy all EF materials.
6. Liability
EF provides strategic guidance only. Partner assumes responsibility for client outcomes and delivery.
Effective Date: [01/02/2025]
Last Updated: [01/04/2026]
Applies To: Consultants, agencies, and businesses purchasing EF subscriptions or credits.
1. Subscription Access
By purchasing a subscription, you receive:
• Access to the ElevateForward.ai software application
• Feature availability based on plan tier
• The ability to generate and manage reports using available credits
2. Use Restrictions
You may not:
• Resell reports or software access
• Use EF outputs outside direct client engagements
• Modify or extract core frameworks or workflows
3. Credit Terms
• Credits are valid for 12 months
• One credit equals one report
• No refunds on used credits
• Two revisions per report included within 7 days from the original report being produced
4. Billing, Cancellation & No Proration
Subscriptions are billed in advance on a monthly or annual basis.
• You may cancel at any time
• Cancellation stops future billing only
• No prorated refunds for unused subscription time
5. Confidentiality & Data Use
You agree to maintain confidentiality of EF materials and client data. EF processes data solely to deliver the Service.
Effective Date: [01/02/2025]
Last Updated: [01/04/2026]
At ElevateForward.ai, we stand behind the quality and clarity of every report we deliver. By purchasing or using credits, you agree to the following terms, which are designed to ensure transparency, fair use, and legal protection for both parties.
Each insight report requires one credit, which may be purchased individually or in discounted packages.
Credits are tied to the email address/account used at the time of purchase and are valid for 12 months from the date of purchase.
Unused credits expire after 12 months and are not eligible for a refund after the expiration date.
Credits are transferable upon request to other users within the same organization or to another business entity related to the purchaser (e.g., in case of mergers, acquisitions, or internal reorganization). Transfers must be requested in writing to support@elevateforward.ai and will be reviewed for approval.
Credits may be used for any current or future ElevateForward.ai product unless explicitly excluded by product-specific terms.
Every report includes one revision cycle, which must be requested within 7 calendar days of the initial report delivery.
Revisions may address:
Clarification of provided inputs
Minor scope adjustments
Factual or data inconsistencies
Revisions do not include changes to the original intake form information (e.g., changing project goals, audience, product focus, or messaging direction). Substantial scope changes will require the use of an additional credit.
If no revision request is received within 7 days, the report will be considered final and closed.
Subscription fees are non-refundable
No prorated refunds for partial months
Access continues through the paid term only
Credits that have been applied to a report are non-refundable.
Unused credits may be refunded within 14 days of purchase upon request. After that period, all sales are final.
Refunds must be requested via email to support@elevateforward.ai, and must include the purchaser’s email, payment details, and order confirmation number.
Approved refunds will be issued to the original payment method unless otherwise agreed in writing.
Reports are shareable within your organization and may be distributed internally for business use.
Credits are associated with individual user accounts, not pooled across teams unless part of a custom enterprise agreement.
Reports may not be publicly redistributed, sold, or repurposed outside your organization without written permission from ElevateForward.ai.
Reports generated by ElevateForward.ai are based on data and inputs provided by the user and industry-informed models. They are intended for informational purposes only and do not constitute legal, financial, or business advice.
You are solely responsible for evaluating and acting upon the contents of any report.
To the fullest extent allowed by law:
We disclaim all warranties, express or implied, including merchantability or fitness for a particular purpose.
We are not liable for indirect, incidental, punitive, or consequential damages, including but not limited to loss of business, revenue, or data.
Our total liability under any claim shall not exceed the total amount paid by you for the specific credit(s) or report(s) giving rise to the claim.
These terms are governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of law principles. Any disputes arising under these terms shall be resolved in the courts of Travis County, Texas, unless otherwise agreed in writing.
We may update these Terms of Use from time to time. The current version will always be available at elevateforward.ai/legal-privacy. Continued use of our services after an update constitutes acceptance of the revised terms.
Effective Date: [01/02/2025]
Last Updated: [07/05/2025]
At ElevateForward.ai, we are committed to protecting your personal information in accordance with the California Consumer Privacy Act (CCPA) and Canada's Anti-Spam Legislation (CASL).
We only collect the information necessary to operate our services effectively. This includes:
Name
Email address
Company name
Information submitted via forms
Inputs related to generated reports or platform interactions
We use your information to:
Deliver requested services and generate reports
Communicate updates related to your use of the platform
Improve platform performance and user experience
Comply with applicable legal obligations
Under CASL, you will only receive marketing communications if you have provided express consent or as otherwise permitted by law. You may unsubscribe at any time.
You have the right to:
Access, correct, or delete your personal data
Request a copy (data portability)
Withdraw consent or object to certain processing activities
California residents have additional rights under the CCPA, including the right to:
Know what personal information we collect and how we use it
Request deletion of your information
Opt out of the sale or sharing of personal information
(Note: We do not sell or share your personal data)
You can exercise any of these rights by contacting us directly.
Your information is securely stored and processed using trusted third-party platforms (e.g., HubSpot, Stripe) with strong safeguards in place. We do not sell or disclose your personal data to unauthorized third parties.
For questions or to exercise your data rights, please contact:
support@elevateforward.ai
You have full control over the personal data you’ve shared with us. To make a formal request, please use the instructions below.
View the data we have about you
Request deletion or correction
Revoke prior consent to use your data
Export your data (GDPR Right to Portability)
Email us at support@elevateforward.ai with your full name, associated email, and the type of request you are making. We will respond within 30 days.
Effective Date: [01/04/2026]
Last Updated: [01/04/2026]
This Acceptable Use Policy (“Policy”) governs the use of all ElevateForward.ai (“ElevateForward,” “EF,” “we,” or the “Service”) software, applications, reports, tools, dashboards, and related services. This Policy is incorporated by reference into the ElevateForward Terms of Service.
By accessing or using the Service, you agree to comply with this Policy.
1. Permitted Use
You may use the Service solely for:
• Internal business analysis and planning
• Client delivery within authorized consulting engagements
• Lawful business purposes aligned with your subscription or license
All use must comply with applicable laws and these policies.
2. Prohibited Uses
You may not, directly or indirectly:
A. Platform Abuse & Circumvention
• Attempt to bypass usage limits, pricing tiers, or safeguards
• Share account credentials outside your licensed organization
• Create multiple accounts to evade restrictions
B. Intellectual Property Misuse
• Reverse engineer, decompile, or extract EF software logic, workflows, prompts, or frameworks
• Replicate, copy, or repackage EF outputs as competing products
• Misrepresent EF materials as your own proprietary system
C. AI & Automation Restrictions
You may not:
• Use EF outputs, reports, or workflows to train machine learning or AI models
• Use automated tools, scripts, bots, or scraping mechanisms to access or extract EF content
• Systematically harvest or store EF outputs beyond normal business usage
D. Competitive or Benchmarking Misuse
You may not:
• Use the Service to build, evaluate, or validate a competing platform
• Perform internal benchmarking of EF for resale, replication, or third-party comparison tools
• License, sublicense, or commercialize EF frameworks outside authorized agreements
E. Data & Security Violations
You may not:
• Upload malicious code, malware, or harmful content
• Interfere with system performance or integrity
• Access data belonging to other users without authorization
3. Fair Use & Reasonable Consumption
ElevateForward.ai reserves the right to monitor usage patterns to ensure fair use. Excessive, abnormal, or abusive usage may result in:
• Throttling
• Temporary suspension
• Plan adjustment recommendations
• Termination in cases of repeated or egregious abuse
4. Enforcement
Violation of this Policy may result in:
• Immediate suspension or termination of access
• Revocation of licenses or subscriptions
• Legal action where appropriate
ElevateForward.ai may take action without prior notice to protect the integrity of the platform.
5. Reporting Misuse
If you believe the Service is being misused, report concerns to: support@elevateforward.ai
6. Policy Updates
We may update this Policy periodically. Continued use of the Service after updates constitutes acceptance of the revised Policy.
