TERMS OF SERVICE

Leveraged Ops

www.leveragedops.com


Effective Date: March 18, 2026  |  Last Updated: March 18, 2026


TL;DR (Plain English Summary)

We provide AI consulting, automation, and implementation services. You own your data; we own our proprietary methodologies, frameworks, and intellectual property. Payments are due per agreed terms. We are professionals but cannot guarantee specific results. Disputes go to arbitration in Montana. Your business data remains yours; we prioritize local hosting where feasible but some services may require cloud or hybrid solutions. Either party can end the relationship with proper notice.


1. Agreement to Terms

Acceptance of Terms

By accessing or using any services provided by Leveraged Ops (“Company,” “we,” “us,” or “our”), including our website (www.leveragedops.com), assessments, consultation services, implementation services, and ongoing support (“Services”), you (“Client,” “you,” or “your”) agree to be bound by these Terms of Service (“Terms”) and our Privacy Policy.

Capacity and Authority

You represent and warrant that:

  • You have the legal capacity and authority to enter into these Terms

  • If acting on behalf of a business entity, you have the authority to bind that entity

  • You are at least 18 years of age

  • Your use of our Services complies with all applicable laws and regulations

Modifications to Terms

We reserve the right to modify these Terms at any time, with material changes becoming effective thirty (30) days after notice via email or prominent website posting. Continued use of our Services after such notice constitutes acceptance of modified Terms. The most current version of these Terms can always be found at www.leveragedops.com.

2. Description of Services

Core Service Offerings

  • Business Assessment & Discovery: Comprehensive evaluation of your business operations with scoring and personalized recommendations for AI and automation opportunities.

  • AI Automation Implementation: End-to-end deployment of AI-powered workflows, CRM automation, voice AI, and business process optimization.

  • Strategy Consultation: Professional consulting for AI strategy development, technology selection, and implementation planning.

  • Infrastructure & Integration: CRM setup and optimization, workflow automation, and third-party platform integration.

  • Training & Support: Educational programs, team training, and ongoing technical support for AI systems.

Additional Services

  • AI Voice & Communication Systems: AI-powered phone, SMS, and email automation for client communication and lead management.

  • Custom Development: Bespoke AI solutions tailored to your specific business processes and industry requirements.

Service Limitations

Our Services are advisory and implementation-focused. We do not provide:

  • Legal, accounting, or financial advice

  • Guarantees of specific business outcomes or financial results

  • Services requiring professional licenses we do not hold

  • Services outside our stated areas of expertise

3. User Obligations and Acceptable Use

Client Responsibilities

You agree to:

  • Provide accurate and complete information for service delivery

  • Maintain confidentiality of access credentials

  • Cooperate reasonably with our service delivery processes

  • Designate appropriate personnel for training and collaboration

  • Maintain adequate IT infrastructure to support implementation

  • Comply with all applicable laws and regulations

  • Ensure you and all users of your account comply with applicable laws at all times, including laws governing advertising, marketing claims, email marketing (CAN-SPAM Act), telemarketing (TCPA), and testimonials (FTC Endorsement Guides)

Prohibited Uses

You may not:

  • Use our Services for any unlawful purpose

  • Reverse engineer or derive source code from our systems

  • Resell, redistribute, or sublicense our Services without express written consent

  • Use our Services to develop competing products

  • Interfere with or disrupt our systems or networks

  • Violate intellectual property rights of any third party

  • Import sensitive information (SSNs, credit card data, passwords, health records) into any system hosted or provided by Leveraged Ops unless expressly authorized

  • Use any messaging software or services in violation of applicable laws, including the Telephone Consumer Protection Act

4. Intellectual Property Rights

Company Proprietary Rights

All right, title, and interest remain exclusively owned by Leveraged Ops:

Methodologies & Frameworks

  • All proprietary methodologies, systems, processes, and frameworks

  • Proprietary assessment tools and scoring algorithms

  • Workflow templates, automation blueprints, and implementation frameworks

Software & Technology

  • Proprietary software and applications

  • AI models, prompts, and algorithms

  • System configurations and protocols

  • Dashboard interfaces and reporting tools

  • Training materials, documentation, educational curricula, and templates

Client Data and Information

You retain all rights to your business data, customer information, and proprietary business processes. We claim no ownership interest in your data beyond the limited rights necessary to provide Services.

Work Product and Deliverables

Custom configurations and deliverables created specifically for your business become your property upon full payment, subject to our retention of underlying intellectual property rights.

User-Generated Content

If you post reviews, testimonials, comments, photos, videos, or other content, you grant Leveraged Ops a nonexclusive, royalty-free, perpetual, irrevocable, worldwide, and fully sublicensable right to use, reproduce, modify, adapt, publish, perform, translate, create derivative works from, distribute, and display such content in any media. You represent and warrant that you own or control all rights to content you submit, and that such content is accurate and does not violate these Terms or any law.

5. Payment Terms and Billing

Service Fees and Payment

Service fees are as quoted in individual Service Agreements. Payment terms are net thirty (30) days unless otherwise specified. All fees are exclusive of applicable taxes. All prices are in U.S. Dollars.

Payment Methods

  • Business checks

  • Wire transfers

  • Credit cards (subject to processing fees)

  • ACH transfers

Subscription Terms and Automatic Payments

If you subscribe to any recurring Leveraged Ops service, you authorize automatic recurring charges at the agreed-upon interval. Failure to use available services does not relieve you of payment obligations. You acknowledge that we hold transaction data including the last four digits and expiration date of the card used for payment.

If you wish to cancel a subscription, you must submit a cancellation request to [email protected] or through your account dashboard. For monthly subscriptions, we require at least ten (10) days’ notice before the first day of your next billing cycle. Cancellation requests submitted with less than ten (10) days’ notice may result in charges for the following billing cycle.

Refund Policy

  • Assessment Services: Non-refundable once completed.

  • Consultation Services: Refundable if cancelled 48+ hours in advance.

  • Implementation Services: Pro-rata refunds for undelivered milestones, less 25% administrative fee.

  • Digital Products & Subscriptions: Non-refundable once delivered, accessed, or downloaded. If you are not satisfied, your sole recourse is to cancel your subscription going forward.

  • Hardware: 30-day return policy in original condition.

Late Payments and Disputes

Late payments are subject to a service charge of 1.5% per month (18% annually) or the maximum rate permitted by law. Billing disputes must be raised within sixty (60) days of invoice date. In the event of collection proceedings, you will be liable for all collection costs, including legal fees and expenses.

6. Data Protection and Privacy

Data Sovereignty Commitment

Consistent with our core value of data sovereignty, we commit to:

  • Implementing AI solutions that keep your data on your premises wherever technically feasible

  • Using cloud services only when necessary and with your explicit consent

  • Ensuring all data processing complies with applicable privacy laws

  • Never selling or monetizing your business data

Note: While we prioritize local hosting solutions, some services may require cloud or hybrid architectures to deliver optimal functionality.

Security Measures

We maintain industry-standard security measures including:

  • Encryption of data in transit and at rest

  • Regular security audits and assessments

  • Employee training on data protection

  • Incident response procedures

  • Business continuity planning

Data Retention and Deletion

We retain Client data only as long as necessary to provide Services and meet legal obligations. Upon termination, we will return or delete Client data as requested, subject to legal retention requirements.

Privacy Policy

Your submission of personal information through our website is governed by our Privacy Policy, available at www.leveragedops.com. Our Privacy Policy is incorporated into these Terms by reference.

7. Results Disclaimer

Every business is different, employing different strategic approaches and organizational structures. Therefore, individual results will vary.

YOUR BUSINESS’S INDIVIDUAL RESULTS WILL VARY DEPENDING UPON A VARIETY OF FACTORS UNIQUE TO YOUR BUSINESS, INCLUDING BUT NOT LIMITED TO YOUR CONTENT, BUSINESS MODEL, AND PRODUCT AND SERVICE OFFERINGS.

Leveraged Ops does not promise, guarantee, or warrant your business’s success, income, or sales. We do not make earnings claims, effort claims, return on investment claims, or claims that our tools or services will make your business any specific amount of money. It is possible that you will not earn your investment back.

We do not sell a business opportunity, “get rich quick” program, guaranteed system, or franchise. You should not purchase our services if that is your expectation. Instead, you should purchase with the understanding that using the services will take time and effort, and may be applicable in some situations but not others.

Testimonials represent the unique experience of the participants submitting them and do not necessarily reflect the experience you may have. We reserve the right to edit testimonials for grammar, length, and clarity prior to publication.

We do not offer tax, accounting, financial, or legal advice. You should consult your own accountant, attorney, or financial advisor for advice on these topics.

8. Warranties and Disclaimers

Limited Warranty

We warrant that our Services will be performed in a professional and workmanlike manner consistent with industry standards. Our sole obligation for breach is to re-perform deficient Services or refund fees for Services that cannot be corrected.

Technology Disclaimers

  • AI Technologies: May produce unexpected results; not warranted to be error-free.

  • Third-Party Integration: We disclaim responsibility for third-party system performance, including but not limited to CRM platforms, social media platforms, messaging services, and internet browser notifications.

  • Results: Cannot guarantee specific business outcomes or improvements.

EXCEPT AS EXPRESSLY SET FORTH HEREIN, WE PROVIDE SERVICES “AS IS” AND “AS AVAILABLE” AND DISCLAIM ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND TITLE. WE DO NOT REPRESENT OR WARRANT THAT: (A) THE USE OF OUR SERVICES WILL BE SECURE, TIMELY, UNINTERRUPTED OR ERROR-FREE; (B) OUR SERVICES WILL MEET YOUR REQUIREMENTS OR EXPECTATIONS; (C) ANY STORED DATA WILL BE ACCURATE OR RELIABLE; OR (D) ERRORS OR DEFECTS WILL BE CORRECTED.

9. Limitation of Liability

Limitation of Damages

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ALL CLAIMS SHALL NOT EXCEED THE TOTAL AMOUNT PAID BY YOU TO US IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO LIABILITY.

Exclusion of Consequential Damages

IN NO EVENT SHALL LEVERAGED OPS OR ANY OF ITS OFFICERS, DIRECTORS, SHAREHOLDERS, EMPLOYEES, INDEPENDENT CONTRACTORS, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, DATA, BUSINESS OPPORTUNITIES, GOODWILL, USE, OR COST OF PROCUREMENT OF SUBSTITUTE SERVICES, REGARDLESS OF THE MANNER IN WHICH DAMAGES ARE CAUSED AND ON ANY THEORY OF LIABILITY.

Exceptions: These limitations do not apply to gross negligence, willful misconduct, intellectual property violations, confidentiality breaches, or liability that cannot be limited under applicable law.

10. Dispute Resolution

Informal Resolution

Before initiating formal proceedings, parties agree to attempt good-faith resolution through direct negotiation for one hundred twenty (120) days. Contact us at [email protected] to initiate this process.

Binding Arbitration

PLEASE READ THIS ARBITRATION PROVISION CAREFULLY. EXCEPT WHERE PROHIBITED BY LAW, YOU AGREE THAT ANY CLAIM MUST BE RESOLVED THROUGH FINAL AND BINDING CONFIDENTIAL ARBITRATION. YOU ACKNOWLEDGE AND AGREE THAT YOU ARE WAIVING THE RIGHT TO A TRIAL BY JURY.

Any dispute not resolved through negotiation shall be settled by binding arbitration administered by the American Arbitration Association (“AAA”) under its Commercial Arbitration Rules. The AAA’s Rules are available at www.adr.org or by calling 1-800-778-7879.

Arbitration Procedures

  • Location: Billings, Montana

  • Language: English

  • Applicable Law: State of Montana, without regard to conflict of law principles

  • Arbitrator: Single neutral arbitrator selected by agreement of the parties or per AAA rules

  • Discovery: Limited to directly relevant information

  • Confidentiality: All proceedings confidential

Payment of all filing, administration, and arbitrator fees will be governed by the AAA’s Rules. In all other respects, the parties shall each pay their own additional fees, costs, and expenses.

Class Action Waiver

YOU AGREE THAT ANY ARBITRATION SHALL BE CONDUCTED IN YOUR INDIVIDUAL CAPACITY ONLY AND NOT AS A CLASS ACTION OR REPRESENTATIVE PROCEEDING. YOU FURTHER AGREE THAT THE ARBITRATOR MAY NOT CONSOLIDATE PROCEEDINGS OR PRESIDE OVER ANY FORM OF A REPRESENTATIVE OR CLASS PROCEEDING.

If the class action waiver is deemed unenforceable, then this entire arbitration provision shall be rendered null and void.

Exceptions to Arbitration

Either party may seek court injunctive relief for intellectual property violations, confidentiality breaches, or violations requiring immediate relief. Such claims shall be brought exclusively in the state or federal courts located in Billings, Montana, and you irrevocably consent to the exclusive jurisdiction and venue of such courts.

All claims must be brought within one (1) year after the claim arises (including the 120-day informal resolution period).

11. Indemnification

To the fullest extent permitted by law, you agree to defend, indemnify, and hold harmless Leveraged Ops, its directors, officers, employees, shareholders, independent contractors, subcontractors, suppliers, affiliates, and agents from and against any and all claims, actions, losses, liabilities, damages, expenses, demands, and costs (including attorneys’ fees) arising out of or related to:

  • Your use, misuse, or attempted use of our Services, website, software, or products

  • Information you submit or transmit through our Services

  • Your breach of these Terms or any representations and warranties herein

  • Your violation of any law or the rights of a third party

  • Your use or misuse of any messaging software or hardware, whether provided by Leveraged Ops or a third party

12. Communication Consent and SMS/MMS Terms

SMS/MMS Messaging Program

Leveraged Ops offers an SMS/MMS messaging program to provide service notifications, appointment reminders, assessment results, and other business communications related to your use of our Services.

Consent

By submitting forms on our website, engaging with our Services, or providing your contact information, you consent to receive communications from Leveraged Ops including email, SMS/MMS messages, phone calls, and AI-assisted voice communications. You agree to be contacted on a recurring basis for as long as you are a part of our communication programs. Message frequency varies.

Opt-Out

You can cancel the SMS service at any time. Simply text “STOP” to the phone number from which you received the message. After you send the SMS message “STOP” to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.

Help

If you are experiencing issues with the messaging program, you can reply with the keyword HELP for more assistance, or you can get help directly at [email protected] or by calling 406-506-5878.

Carrier Liability Disclaimer

Carriers are not liable for delayed or undelivered messages.

Message and Data Rates

As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency varies. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

Mobile Information Sharing

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

Privacy

For privacy-related inquiries, please refer to our Privacy Policy at www.leveragedops.com.

Additional Unsubscribe Methods

You may also unsubscribe by:

  • Sending an email to [email protected] with the phone number and/or email address you wish removed

  • Calling and leaving a message at 406-506-5878

  • Replying “STOP” to any text message

  • Following the unsubscribe link in any email

13. Termination

This Agreement takes effect when you access our website, submit information, purchase services, or otherwise engage with Leveraged Ops. If, in our sole discretion, you fail to comply with any term of this Agreement or violate any law, we may terminate this Agreement or suspend your access at any time without notice.

Upon termination, you remain responsible for any outstanding payments to Leveraged Ops. Sections 4, 7, 8, 9, 10, 11, and 12 shall survive termination of this Agreement.

14. DMCA and Copyright

If you believe that materials available on our website infringe any copyright you own, you or your agent may send Leveraged Ops a notice requesting removal. Notices and counter-notices should be sent to [email protected].

15. Third-Party Links

Our website may contain links to other websites. Leveraged Ops is not responsible for the content on, or privacy practices of, any third-party sites. Those sites have their own privacy policies and terms of use.

16. General Provisions

Governing Law and Venue

This Agreement shall be governed exclusively by the laws of the State of Montana without regard to its conflict of law principles. Any claim excluded from arbitration shall be brought exclusively in the state or federal courts located in Billings, Montana.

Force Majeure

Leveraged Ops will not be responsible for any delay, damage, or failure caused by acts of nature or other causes beyond our reasonable control.

Assignment

Leveraged Ops may assign its rights under this Agreement at any time without notice. Your rights under this Agreement cannot be assigned without our express written consent.

Electronic Signature

You agree that electronic communications between you and Leveraged Ops are equivalent to written communications and shall have the same force and effect as if signed in writing.

No Waiver

No failure or delay on the part of Leveraged Ops in exercising any right shall operate as a waiver. A waiver shall only be effective if in writing and signed by Leveraged Ops.

Severability

If any provision of this Agreement is found invalid or unenforceable, the remaining provisions shall continue in full force and effect, and the invalid provision may be modified to the extent necessary to make it enforceable.

Entire Agreement

These Terms, together with our Privacy Policy and any Service Agreements, constitute the entire agreement between you and Leveraged Ops and supersede all prior agreements, representations, and proposals, whether oral or written.

Contact Information

Legal Notices and Support

Email: [email protected]

Phone: 406-506-5878

For questions about these Terms, please contact us at [email protected] or call 406-506-5878.


These Terms are effective as of March 18, 2026 and supersede all previous terms and conditions.

By using our Services, you acknowledge that you have read, understood, and agree to be bound by these Terms.


© 2026 Leveraged Ops. All rights reserved.