Terms of Use

Last Updated: December 23, 2025

These Terms of Use (“Terms”) govern your access to and use of the KathIQ website, services, software, digital products, and consulting offerings (collectively, the “Services”) provided by KathIQ (“KathIQ,” “we,” “us,” or “our”).

By accessing, purchasing, or using any part of our Services, you agree to be bound by these Terms.

1. Scope of Services

KathIQ provides revenue operations consulting, CRM implementation, automation design, AI workflow development, managed system services, and optional fractional execution support.

Services may include, but are not limited to:

• CRM setup and configuration

• Sales pipeline and automation design

• AI-powered outreach and workflow systems

• Ongoing system management

• Fractional SDR or execution services (as an upgrade)

• Digital products, templates, or documentation

Specific deliverables, timelines, pricing, and scope are defined in individual proposals, statements of work, or contracts (“Engagement Agreement”).

2. No Guarantee of Results

KathIQ provides systems, strategy, and operational support designed to improve revenue operations efficiency.

However, you acknowledge and agree that:

• KathIQ does not guarantee increased sales, revenue, conversion rates, or business outcomes

• KathIQ is not responsible for closing sales, negotiating contracts, or final deal execution

• Sales performance depends on multiple factors beyond KathIQ’s control, including your team, offer, pricing, market conditions, and execution

KathIQ shall not be held liable for sales performance, revenue outcomes, or business results.

3. CRM Software & Subscription Fees

Certain Services require continued access to CRM software and supporting tools.

• CRM software access is provided on a subscription basis

• Subscription pricing and support tiers will be outlined in your Engagement Agreement or contract

• Failure to maintain required subscriptions may result in limited functionality or suspension of Services

KathIQ is not responsible for third-party platform outages, pricing changes, or service interruptions.

4. Fractional Services & Upgrades

Fractional services (including but not limited to Fractional SDR or execution support) are:

• Offered only as an upgrade

• Capacity-limited

• Subject to availability

Fractional services support system optimization and execution but do not replace a full sales team and do not include closing responsibilities unless explicitly stated in writing.

5. Payment Terms

• All fees are due as outlined in your Engagement Agreement

• One-time implementation fees must be paid before work begins unless otherwise agreed

• Subscription and managed service fees are billed monthly unless otherwise specified

Late or missed payments may result in suspension or termination of Services.

6. No Refund Policy

All sales are final.

KathIQ does not offer refunds for:

• Consulting services

• Implementation work

• Subscription fees

• Fractional services

• Digital products

This includes early termination, lack of use, or dissatisfaction unrelated to failure to deliver agreed scope.

7. Credits in Lieu of Refunds

At KathIQ’s sole discretion, credits may be issued in place of refunds.

Credits:

• May be applied toward future KathIQ services or products

• Have no cash value

• Are non-transferable

• Expire within a timeframe determined by KathIQ

Issuance of credits does not constitute an admission of fault.

8. Client Responsibilities

You agree to:

• Provide timely access, approvals, and information required for delivery

• Assign a point of contact for decisions and feedback

• Use systems and tools in accordance with guidance provided

Delays caused by lack of access, feedback, or participation may impact timelines and outcomes.

9. Intellectual Property

All methodologies, frameworks, workflows, templates, and materials provided by KathIQ remain the intellectual property of KathIQ unless otherwise stated.

You are granted a non-exclusive, non-transferable license to use deliverables internally for your business.

You may not:

• Resell

• Distribute

• Reverse engineer

• Repurpose for third parties

without written permission.

10. Limitation of Liability

To the maximum extent permitted by law:

• KathIQ shall not be liable for indirect, incidental, consequential, or special damages

• Total liability shall not exceed the fees paid to KathIQ in the three (3) months preceding the claim

KathIQ is not liable for:

• Lost revenue or profits

• Missed sales opportunities

• CRM misuse or user error

• Third-party platform failures

11. Termination

Either party may terminate Services in accordance with the Engagement Agreement.

Upon termination:

• Outstanding fees remain due

• No refunds will be issued

• Access to systems may be revoked if subscriptions lapse

12. Confidentiality

Both parties agree to maintain confidentiality of non-public business information shared during the engagement unless disclosure is required by law.

13. Modifications to Terms

KathIQ reserves the right to update these Terms at any time. Updates will be posted on the website with an updated effective date.

Continued use of Services constitutes acceptance of revised Terms.

14. Governing Law

These Terms are governed by the laws of the United States, without regard to conflict-of-law principles.

Privacy Policy

Last updated: Dec 23, 2025

KathIQ (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

By accessing or using our website, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect personal and non-personal information in the following ways:

Personal Information

You may voluntarily provide personal information when you:

• Fill out a contact or intake form

• Book a strategy call

• Subscribe to email or SMS communications

• Engage with our services

This information may include:

• Name

• Email address

• Phone number

• Business name

• Job title

• Any information you choose to provide in forms or communications

Automatically Collected Information

When you visit our website, we may automatically collect:

• IP address

• Browser type and device information

• Pages visited and time spent on the site

• Referring URLs

This information is collected through cookies, analytics tools, and similar technologies.

2. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and schedule calls

• Deliver services and communicate about projects

• Send relevant emails, SMS messages, or updates

• Improve our website, services, and user experience

• Analyze usage and performance

• Comply with legal or regulatory obligations

We do not sell your personal information.

3. SMS & Email Communications

If you provide your phone number or email address, you consent to receive communications from KathIQ related to:

• Scheduling and reminders

• Service updates

• Relevant business communications

Message and data rates may apply for SMS messages.
You may opt out at any time by following the unsubscribe instructions in emails or replying STOP to SMS messages.

4. Cookies & Tracking Technologies

We use cookies and similar technologies to:

• Analyze site traffic and usage

• Improve functionality and performance

You can control or disable cookies through your browser settings. Disabling cookies may affect site functionality.

5. How We Share Information

We may share information only as necessary with:

• Trusted service providers (e.g., CRM, email, SMS, scheduling, analytics tools)

• Platforms required to deliver our services

• Legal or regulatory authorities when required by law

All third-party service providers are required to safeguard your information and use it only for authorized purposes.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information.
However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

7. Data Retention

We retain personal information only as long as necessary to:

• Fulfill the purposes outlined in this policy

• Comply with legal, accounting, or reporting obligations

When information is no longer needed, it is securely deleted or anonymized.

8. Your Privacy Rights

Depending on your location, you may have the right to:

• Access the personal information we hold about you

• Request corrections or updates

• Request deletion of your information

• Opt out of certain communications

To exercise your rights, contact us using the information below.

9. Third-Party Links

Our website may contain links to third-party websites.
We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies separately.

10. Children’s Privacy

KathIQ does not knowingly collect personal information from individuals under the age of 18.
If we become aware that such information has been collected, we will take steps to delete it.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.
Any changes will be posted on this page with an updated effective date.

Your continued use of the website after changes are posted constitutes acceptance of the revised policy.

12. Contact Us

If you have questions or concerns about this Privacy Policy or how your data is handled, contact us at:

KathIQ
Email: [email protected]
Location: United States (Remote Services)

By proceeding, you acknowledge that you have read, understood, and agree to the Terms of Use and Privacy Policy of KathIQ.