Pipeline Lite Terms and Conditions

1. Scope and company

These Terms and Conditions (“Terms”) govern access to the Pipeline Lite website, OneAuth entry, Sandy Beach experiences, pre-purchase interactions, and purchased Pipeline Lite services. “Pipeline Lite,” “we,” “us,” and “our” mean PIPELINE LITE LLC, a Florida limited liability company.

Verified company record: Document number L23000343419. Principal and mailing address: 4950 Gulf Blvd, Apt 403, St. Petersburg Beach, Florida 33706.

A person who accesses a public or pre-purchase experience is a “User.” A person or organization that separately purchases the service is a “Customer.” An individual accepting for an organization represents that the individual has authority to bind that organization.

2. Acceptance, incorporated documents, and electronic signatures

When OneAuth presents this agreement, each User must actively select the required, unchecked OneAuth checkbox beside live links to these Terms and the Privacy Policy before proceeding. That affirmative action is intended to operate as the User’s electronic signature and to show the User’s intent to be bound by the exact displayed version. Merely viewing a page, receiving an authentication code, or failing to respond is not acceptance.

Individual eligibility and capacity: Only adults using Pipeline Lite for business purposes may accept these Terms. An individual must be at least 18, at least the age of majority where the individual lives, and legally able to enter into a binding contract. Pipeline Lite does not knowingly offer the service to minors.

Pipeline Lite records acceptance evidence that identifies the User, the acceptance time, and the exact Privacy Policy and Terms versions acknowledged. Records may also include the document URLs, hashes, displayed text, session, source site, and acceptance status. A material change may require a new affirmative acknowledgment before continued gated access.

The required legal clickwrap is separate from optional marketing choices. The Privacy Policy describes information handling. A Customer’s order or checkout disclosure, this document’s Data Processing Addendum, and its Acceptable Use and Communications Addendum are incorporated when their applicable versions are presented and accepted.

3. OneAuth identity, accuracy, security, and authority

• Users must provide accurate and current information and correct it when it changes.
• Users must protect access credentials and verification codes and use only their own authorized identity.
• A User must not share, transfer, bypass, or misuse OneAuth access, another person’s account, a session, or a verification code.
• A person acting for an organization represents that the person has authority to accept these Terms for that organization and to provide the submitted instructions and data.
• A User must notify Pipeline Lite promptly of suspected unauthorized access through a support method listed in these Terms.

4. Website, pre-purchase, avatar, and noncustomer access

These Terms cover website, pre-purchase, OneAuth, Sandy Beach, live-avatar, support, and noncustomer access as well as a separately purchased service. Accepting these Terms does not require a purchase, does not itself authorize a recurring charge, and does not require optional marketing consent. When legal acknowledgment is presented as a required access step, a User cannot proceed without accepting it. A purchase occurs only through a separate offer and checkout that states its own price, cadence, and payment authorization.

5. Pipeline Lite service and explicit exclusions

The current base offer describes Pipeline Lite as a done-for-you B2B email prospecting service. It includes one selected segment, 500 fresh contacts per sprint, seven individually composed email touches over 14 days, reply handling, qualification, and calendar booking. The purchased order and checkout govern if a later offer differs.

Customer conducts sales conversations and closing and remains responsible for the Customer’s products, services, advice, prices, claims, licenses, and customer relationships. Pipeline Lite does not sell insurance, financial products, or the Customer’s products or services. It is not legal, medical, financial, insurance, or other licensed professional advice. It does not guarantee that a contact is suitable, interested, reachable, or eligible for the Customer’s offer.

The base offer is email-centered. A phone, SMS, live-avatar, video, calendar, CRM, or other feature is included only when the applicable offer or order includes it and any required consent has been obtained. Only features and deliverables stated in the applicable offer or order are included in the Customer service.

6. Customer Content, instructions, contact data, and privacy roles

“Customer Content” means information, lists, customer-supplied contacts and prospect data, messages, offers, materials, credentials, configurations, instructions, and other content a Customer provides, connects, approves, or directs Pipeline Lite to use.

Customer-controller activity

For Customer Personal Data processed only on Customer’s documented instructions to run the Customer’s campaign, Customer is controller and Pipeline Lite acts as processor or service provider. Customer determines the lawful purpose, audience, content, and material instructions. Appendix A supplies the baseline data-processing terms.

Pipeline Lite independent activity

Pipeline Lite acts as an independent controller or business for User identity, access, security, billing, support, compliance, and its own product operations, and when it determines the purpose or means for business-contact information it sources, selects, licenses, enriches, assigns, or uses for its own purposes.

Customer rights and warranties

Customer retains ownership of Customer Content and grants Pipeline Lite a limited license to host, copy, format, transmit, and otherwise process it only as reasonably needed to provide, secure, support, and lawfully improve the contracted service as disclosed. Customer represents that Customer Content and instructions are accurate, lawful, and not misleading; that Customer has the lawful basis, permissions, notices, and consents needed for the instructed processing; and that Customer will provide current suppression and do-not-contact information.

Pipeline Lite may provide sourced or licensed business-contact data for Customer campaigns. Customer must not resell or redistribute Pipeline Lite-provided contact data to third parties.

7. Communications compliance allocation

Customer is responsible for the Customer’s audience, offer, message claims, sender identity, licenses, instructions, and product or service representations. Customer must comply with all applicable communications and industry rules, including the Telephone Consumer Protection Act, state mini-TCPA, telemarketing, and call-recording laws, federal and state do-not-call rules, CAN-SPAM, sender identity and valid physical postal address requirements, unsubscribe and suppression duties, and industry-specific licensing, advertising, and solicitation rules.

Customer must not instruct Pipeline Lite to contact a person without a required lawful basis or consent, ignore a revocation, obscure sender identity, use deceptive content, or bypass a do-not-contact, unsubscribe, complaint, or suppression record. Customer must promptly provide information reasonably needed to evaluate or stop an instructed communication.

Customer warranties do not excuse Pipeline Lite from its own legal duties. Pipeline Lite may review, refuse, pause, or stop instructions or communications that it reasonably believes are unlawful, deceptive, unsafe, inconsistent with consent, or likely to harm people or systems. Appendix B supplies the baseline operational allocation.

8. Sandy Beach, AI, transcripts, and human review

Sandy Beach is an AI assistant, not a human. It may answer questions, compose messages, help process replies, support qualification, maintain conversation context, or present a live-avatar or voice experience. AI output may be inaccurate, incomplete, delayed, or inappropriate for a particular use. A User may request human review or follow-up through an available support channel.

AI interactions may process or create prompts, messages, text transcripts, summaries, session evidence, audio, video, and related technical data. Third-party providers and their subprocessors may transport, process, create, or retain session artifacts under their own configurations, terms, and retention practices. Pipeline Lite does not promise that an AI provider never trains on or otherwise uses submitted data.

Pipeline Lite will not create voiceprints, face templates, or emotion profiles and will not intentionally collect or infer prospect health data. Free-text and Customer-supplied content can still contain sensitive information and remains subject to minimization and applicable law.

Sandy Beach is not professional advice, including legal, medical, financial, insurance, or other licensed advice. Customer remains responsible for decisions, communications, promises, products, services, regulatory obligations, and human review appropriate to the Customer’s use. Sandy Beach never makes final decisions about insurance eligibility, credit, employment, housing, or other legally significant outcomes.

9. Fees, recurring billing, renewal, cancellation, and refunds

The current public base offer is $97 for the first two-week sprint, followed by $297 every two weeks until canceled. After a Customer separately completes checkout and gives a separate checkout disclosure and payment authorization, that subscription automatically renews every two weeks until canceled. Accepting these Terms alone does not authorize payment.

Checkout must conspicuously state the recurring amount, cadence, material terms, and legally required renewal disclosures before payment. Subject to mandatory law and truthful checkout disclosure, service continues through every already-paid period; as long as a Customer is paid through a period, service continues through that period. Cancellation requires at least 14 days’ notice before the next renewal. A timely cancellation stops future renewals after the current paid period. If notice is late, the next renewal normally charges, although Pipeline Lite may choose to waive it. Completed charges are non-refundable except for billing errors or refunds required by law. The checkout and applicable order explain these terms and any renewal reminder, acknowledgment, confirmation, cancellation, and price-change requirements that apply to the buyer and transaction.

To cancel, Customer must give written notice through an available account cancellation control or by emailing sandy@pipelinelite.com. Notice is effective when received. Pipeline Lite will provide any different or easier cancellation method, renewal reminder, or confirmation required by applicable law.

Automatic-renewal disclosure summary

The current public base offer is $97 for the first two-week sprint and $297 every two weeks until canceled. A subscription begins and renews only after the buyer receives a separate checkout disclosure and payment authorization and completes checkout. Acceptance of these Terms by itself does not authorize a charge.

Subject to mandatory law and truthful checkout disclosure, service continues through every already-paid period; as long as a Customer is paid through a period, service continues through that period. Cancellation requires at least 14 days’ notice before the next renewal. A timely cancellation stops future renewals after the current paid period. If notice is late, the next renewal normally charges, although Pipeline Lite may choose to waive it. Completed charges are non-refundable except for billing errors or refunds required by law. The checkout and applicable order explain these terms and any renewal reminder, acknowledgment, confirmation, cancellation, and price-change requirements that apply to the buyer and transaction.

10. Ownership, service license, Customer Content, and feedback

Pipeline Lite and its licensors retain all right, title, and interest in the service, software, designs, workflows, documentation, site content, and other materials they own. Subject to an applicable order, payment, and these Terms, Pipeline Lite grants Customer a limited, revocable, non-exclusive, non-transferable right to use the service for Customer’s internal lawful business purposes during the subscription.

Customer retains ownership of Customer Content, subject to the limited processing license in Section 6. If Customer voluntarily provides feedback, Customer permits Pipeline Lite to use that feedback without restriction or payment, but not to publish Customer’s confidential information or personal information contrary to the Privacy Policy or an applicable agreement.

11. Confidentiality and security

“Confidential Information” means nonpublic information disclosed in circumstances where a reasonable person would understand it is confidential. Each party will use reasonable care, at least the care it uses for similar information of its own, and will provide access only to people and service providers who need it and are bound by appropriate duties. Standard exclusions apply to information lawfully public, previously known without restriction, independently developed, or rightfully received from another source. A legally compelled disclosure may be made after permitted notice and reasonable protective cooperation.

Each party will use safeguards appropriate to its role and risk. No method of transmission or storage is completely secure. Pipeline Lite does not guarantee security, uninterrupted access, or that every attempted attack will be prevented. Pipeline Lite maintains safeguards appropriate to the service and provides legally required incident notices.

12. Acceptable use

Users and Customers must not use, direct, assist, or permit the service to:

• create or send unlawful, deceptive, discriminatory, harassing, abusive, infringing, or privacy-invasive content or communications;
• misrepresent identity, affiliation, consent, authority, a product, a result, or a legal right;
• engage in credential sharing, unauthorized account access, impersonation, or access circumvention;
• scrape, reverse engineer, or security-test without written permission, except where a nonwaivable law expressly permits otherwise;
• upload or distribute malware, harmful code, spam, or material designed to interfere with a service or person;
• collect, expose, infer, or exploit sensitive information without a necessary, disclosed, lawful purpose and required consent; or
• bypass consent, suppression, opt-out, or do-not-contact controls, rate limits, safety boundaries, or legally required disclosures.

13. Third-party services and Customer connections

Pipeline Lite may depend on third-party services for identity, hosting, payment, email, phone, CRM, calendar, AI, research, live avatar, meetings, analytics, storage, and security. Third-party services may have separate terms and privacy practices. Customer authorizes the connections it selects and is responsible for having authority to provide credentials, data, and instructions.

Pipeline Lite is not responsible for the availability, acts, or omissions of a third party to the extent permitted by law, but this does not waive Pipeline Lite’s own obligations in selecting, contracting with, configuring, or supervising a provider.

If a User or Customer submits information from outside the United States, the information may be transferred to and processed in the United States and other countries where Pipeline Lite, its providers, or their subprocessors operate. The laws and protections in those countries may differ. The submitting party must ensure any legally required transfer mechanism, notice, consent, or safeguard is in place.

14. Suspension, termination, export, return, and survival

Pipeline Lite may suspend or restrict access when reasonably necessary because of security, unlawful use, material breach, nonpayment, provider restriction, or material risk to a person, Customer, system, or Pipeline Lite. Where lawful and practicable, Pipeline Lite should give notice and a reasonable opportunity to cure before suspension; urgent risk may require immediate action.

Customer may terminate as permitted by the applicable order and cancellation terms. Pipeline Lite may terminate for an uncured material breach, illegality, prolonged provider unavailability, or service discontinuation, subject to mandatory law. Data export or return and post-termination handling remain subject to the DPA, applicable retention, suppression, backup, legal-hold, and deletion rules. Export, return, and deletion are handled subject to applicable law, provider capabilities, documented Customer instructions, and the Privacy Policy.

Provisions concerning accrued payment, ownership, confidentiality, Customer Content, privacy, disclaimers, remedies, indemnity, dispute terms, and provisions that by their nature should survive will survive expiration or termination to the extent permitted by law.

15. Service changes, maintenance, beta features, and availability

Pipeline Lite may perform maintenance and may change or discontinue features, or offer beta, preview, or experimental functions. Preview functions may be incomplete, change without notice, and have additional limits. Material changes to a purchased service, price, legal terms, or data use require the notice, consent, reacceptance, or Customer remedy required by law and contract.

Service availability depends on networks, providers, Customer systems, and other factors and is not guaranteed to be uninterrupted or error-free. Pipeline Lite will not silently redefine a purchased entitlement.

16. No guaranteed results, deliverability, or external approval

There are no guaranteed leads, appointments, sales, revenue, return on investment, deliverability, responses, show rates, or conversions. Results depend on factors outside Pipeline Lite’s control, including the Customer’s audience, offer, market, reputation, content, follow-through, systems, providers, recipient choices, and legal eligibility.

Carrier, A2P 10DLC, registry, platform, or regulatory approval is not guaranteed. A legal page, consent checkbox, or technical test does not itself establish approval or ongoing compliance. Illustrations, estimates, examples, projections, and prior results are not promises of future results.

17. Warranty disclaimers subject to nonwaivable law

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.” PIPELINE LITE DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT TO THE EXTENT THEY MAY LAWFULLY BE DISCLAIMED. PIPELINE LITE DOES NOT WARRANT THAT OUTPUT, CONTACT INFORMATION, AI CONTENT, DELIVERY, QUALIFICATION, OR AVAILABILITY WILL BE ACCURATE, COMPLETE, CURRENT, SECURE, OR ERROR-FREE.

Nonwaivable warranties and consumer rights remain in effect. Nothing in this section excludes a warranty, remedy, duty, or right that applicable law does not permit the parties to waive.

18. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, PIPELINE LITE AND ITS AFFILIATES, LICENSORS, SERVICE PROVIDERS, OFFICERS, EMPLOYEES, AND AGENTS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS OPPORTUNITY, ARISING OUT OF OR RELATED TO THE SERVICE OR THESE TERMS, EVEN IF ADVISED THAT SUCH DAMAGES WERE POSSIBLE.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE AGGREGATE LIABILITY OF PIPELINE LITE AND THE PARTIES LISTED ABOVE ARISING OUT OF OR RELATED TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE TOTAL FEES THE CUSTOMER ACTUALLY PAID TO PIPELINE LITE DURING THE TWO MONTHS IMMEDIATELY PRECEDING THE EVENT THAT GAVE RISE TO THE CLAIM.

This section does not limit a liability, remedy, duty, or right that applicable law does not allow to be limited or excluded. Some jurisdictions do not permit particular exclusions or limitations, so those exclusions or limitations apply only to the extent permitted there.

19. Customer indemnity

To the extent permitted by applicable law, Customer will defend, indemnify, and hold harmless Pipeline Lite and its affiliates, officers, employees, agents, licensors, and service providers from third-party claims, damages, losses, liabilities, costs, and reasonable attorneys’ fees to the extent caused by Customer Content, Customer instructions, Customer products or services, unlawful outreach, Customer misrepresentation, or Customer’s material breach of these Terms.

This obligation does not require Customer to indemnify Pipeline Lite for Pipeline Lite’s own gross negligence, willful misconduct, or legally nonwaivable responsibility. Pipeline Lite will provide reasonably prompt notice and cooperation. Customer may control the defense, but may not settle a claim in a way that admits fault by or imposes a nonmonetary obligation on Pipeline Lite without Pipeline Lite’s written consent.

20. Governing law, venue, and mandatory consumer protections

These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law rules, and disputes may be brought in the state and federal courts located in Pinellas County, Florida. This choice is subject to mandatory consumer law, nonwaivable venue, small-claims rights, and any other law that must apply despite a contract choice.

These Terms do not require arbitration and do not include a class-action or jury-trial waiver. Any future dispute-resolution change will receive any notice, consent, or reacceptance required by applicable law.

21. General contract terms

Notices

Primary privacy contact: keith@ajffinancialgroup.com. Customer support, cancellation, and backup privacy contact: sandy@pipelinelite.com. Formal mail may be sent to the company address in Section 1. A notice is effective when received, subject to any different rule required by applicable law.

Assignment

Customer may not assign an agreement without Pipeline Lite’s prior written consent, except where nonwaivable law provides otherwise. Pipeline Lite may assign it in connection with a merger, reorganization, sale of substantially all relevant assets, or by operation of law, subject to applicable privacy, notice, and customer rights.

Force majeure

Neither party is responsible for delay or failure caused by events beyond reasonable control, except for payment already due, confidentiality, security, legal compliance, and duties that cannot reasonably be excused. The affected party should mitigate and resume performance.

Severability, Waiver, Entire agreement, and Order of precedence

An unenforceable provision will be limited or severed to the minimum extent required. A Waiver must be express and does not waive a later breach. The applicable order, these Terms, the Privacy Policy, the Data Processing Addendum, and the Acceptable Use and Communications Addendum form the Entire agreement for their subject matter. For conflict resolution, a signed negotiated order controls its specific commercial terms; the Data Processing Addendum controls Customer Personal Data processing; these Terms control general service matters; and the Privacy Policy describes Pipeline Lite’s privacy practices without reducing contractual data protections.

Changes

Pipeline Lite may propose Changes, but a material change requires the notice, reacceptance, consent, or remedy required by law and the applicable agreement. Continued use is not treated as acceptance where an affirmative action is required.

Appendix A — Data Processing Addendum

This baseline Data Processing Addendum (“DPA”) applies only when Pipeline Lite processes “Customer Personal Data” on Customer’s behalf. Customer Personal Data means personal information in Customer Content that Pipeline Lite processes only to provide the instructed service. For that processing, Customer is controller and Pipeline Lite is processor or service provider. Pipeline Lite’s independent-controller activities remain governed by the Privacy Policy and applicable law.

Processing duties

• Instructions: Pipeline Lite will process Customer Personal Data only on Customer’s documented instructions, these Terms, or as required by law; an unlawful instruction may be refused.
• Confidentiality: authorized personnel must have appropriate confidentiality duties and access limited to need.
• Security: Pipeline Lite will maintain appropriate technical and organizational measures proportionate to the risk.
• Subprocessors: the subprocessor process will provide required notice, objection rights where applicable, written protective terms, and continuing Pipeline Lite responsibility for delegated duties.
• Assistance: taking account of the processing, Pipeline Lite will provide reasonably required assistance for data-subject rights, security incident response, data-protection assessments, regulator consultation, and Customer compliance.
• End of service: at Customer’s lawful choice and subject to legal requirements, Pipeline Lite will manually delete or return active copies it controls as required by the applicable order and law, subject to suppressions, backups, provider copies, legal holds, and other lawful exceptions.
• Audit: Pipeline Lite will provide legally required audit information and allow a proportionate review process subject to confidentiality, security, scope, and cost protections.
• International transfers: Customer Personal Data submitted from outside the United States may be transferred to and processed in the United States and other countries where Pipeline Lite, its providers, or their subprocessors operate. Customer and Pipeline Lite will use any transfer mechanism, notice, consent, or safeguard required by applicable law.

Contractual use restrictions and remediation

To the extent required by the applicable agreement or law, Pipeline Lite will not sell or share Customer Personal Data; will not retain, use, or disclose Customer Personal Data outside the contracted business purpose; and will not combine Customer Personal Data with personal information received from another person or from Pipeline Lite’s own interactions except as permitted by applicable law.

Pipeline Lite will notify Customer if Pipeline Lite determines it can no longer meet an applicable contractual privacy obligation. Customer may take reasonable and appropriate steps to stop and remediate unauthorized use, including requiring cooperation, verification, suspension, return, deletion, or other legally available measures proportionate to the issue.

Appendix B — Acceptable Use and Communications Addendum

Before a campaign or channel is used, Customer must document the lawful source and lawful basis for the audience, any required consent evidence, permitted purpose, sender identity, valid physical postal address, applicable quiet hours, do-not-call screening, unsubscribe and suppression handling, complaint and revocation handling, and industry-specific rules.

No purchased, scraped, or third-party list may be used unless Customer and Pipeline Lite have established the source rights, lawful basis, notices, consent where required, transfer terms, suppression process, and applicable platform or industry restrictions. Public availability alone does not establish permission to contact a person.

User-facing consent choices

Optional marketing SMS and automated, artificial, or prerecorded call choices require a separate, optional, unchecked consent identifying PIPELINE LITE LLC, purpose, technology, frequency, rates, and revocation method. Such consent is not a condition of purchase or access where law requires voluntary consent. Authentication messages use a just-in-time Send Code disclosure. Message frequency varies. Message and data rates may apply. Supported SMS instructions must explain STOP and HELP and honor other reasonable revocation methods where required.

Operational controls

• Use accurate sender and subject information, truthful claims, and all required disclosures.
• Apply required do-not-call and suppression checks before a communication and propagate a valid opt-out or revocation without avoidable delay.
• Maintain evidence of audience source, consent, message content, sender, timing, delivery, complaint, opt-out, and disposition for the lawful period.
• Do not re-enroll, route around, or otherwise bypass a recipient’s choice or a platform restriction.
• Pipeline Lite may refuse or stop a communication that lacks evidence, conflicts with a choice, creates material risk, or appears unlawful or deceptive.

STOP is an immediate SMS opt-out. HELP provides support. Email unsubscribe is immediate across Pipeline Lite-controlled campaign systems and is routed to connected Customer systems as appropriate. Marketing texts and calls occur only from 9:00 a.m. to 8:00 p.m. recipient local time, or a narrower legally required window. AI or synthesized voice is disclosed when required.