Terms of Service

Who we are

Costaria is an independent RevOps and AI consultancy operated as a sole proprietorship in the United States. "We," "us" and "Costaria" mean the practice. "You" means the person or company using the site or hiring us.

Using this website

Read it, share it and book a call. Please don't use it for anything illegal, scrape it at scale or try to disrupt it. The copy, design and code on this site belong to Costaria, so please don't copy them onto your own site.

Scoping calls

A scoping call is free and creates no obligation on either side. We'll give you an honest take on where RevOps and AI agents would help, and where they wouldn't.

Paid engagements

We offer Advisory, Fractional RevOps and Projects. Every paid engagement is covered by a separate written agreement that you sign before work starts. It sets out scope, deliverables, price, payment terms, confidentiality, ownership and how either side can end it.

These terms don't create a paid engagement on their own. If your signed agreement conflicts with these terms, the signed agreement wins for that engagement.

Pricing and payment

Pricing is quoted in writing after a scoping call and depends on your team, stack and stage. Prices are in US dollars and there are no onboarding fees. Payment timing, such as monthly retainers or project milestones, is set out in your agreement.

If something isn't right

If something we built doesn't work the way we agreed, we'll fix it. The fix window and any ongoing support are set out in your agreement. If you cancel a project before we start building, we'll refund your deposit minus any time already spent.

Your systems and access

To do the work, you'll give us access to tools like your CRM, billing system and data sources. You remain the owner of those accounts and the data in them, and you can change or revoke our access at any time. You're responsible for having the right to share that data with us, and for any subscription costs of the tools themselves. We'll always tell you up front if a recommendation adds a new tool or cost.

AI agents and automation

AI agents can make mistakes, and software can break. We build every agent with guardrails, logging and human approval where you want it, and we test before anything goes live. You decide what an agent is allowed to do on its own.

You're responsible for the messages your company sends and for following the rules that apply to them, such as email and privacy laws. We'll configure agents to support that, and flag anything that looks risky.

Not legal, tax or accounting advice

We help with operational work like commissions, deal desk, forecasting and board metrics. That's operational support, not legal, tax or accounting advice. Commission payouts, financial reporting and contract terms should be reviewed by your own finance and legal advisors.

Ownership

You own the work we build specifically for your business: your CRM setup, your agents, your reports, your playbooks. We keep our general methods, templates and reusable components, and you get a license to use any of them included in your work. We won't name you or share your details in our marketing without your written permission.

Confidentiality

We treat everything non-public you share with us as confidential, and we're happy to sign your NDA before a scoping call. We won't share your information without your permission unless the law requires it.

Third-party tools

Our work often uses third-party services such as HubSpot, Salesforce, Clay, Apollo, Gong, Stripe, Slack, Zapier, n8n, Cal.com, Anthropic and OpenAI. Each has its own terms and pricing, which apply to your use of them.

Limitation of liability

To the fullest extent the law allows, our total liability for any claim related to an engagement is limited to the fees you paid us for the engagement that gave rise to the claim. We're not liable for indirect or consequential losses such as lost profits or lost data.

Governing law

These terms are governed by the laws of the State of California. If we ever disagree, we'll try to sort it out in good faith first. Anything we can't resolve goes to the courts of California.

Changes to these terms

We may update these terms from time to time and will change the effective date when we do. If you have an active engagement, the terms in place when you signed your agreement apply to that engagement.

Contact

Questions about these terms: brenden@costaria.io.