Terms and Conditions

Last updated October 27, 2026.

1. Who you're buying from. Datum Operations LLC, New York ("Datum Operations," "we"). By checking the box at checkout, or by accepting a proposal that refers to these terms, you agree to them.

2. Products. Digital products (guides, templates, spreadsheets, CSV files and Canva template links); fixed-scope CRM services (the Setup Review, Lead Capture Setup and CRM Care, described in sections 18 to 20 and on each order page); and other consulting work we quote in a written proposal, as described on each product page or in a written scope we agree with you. If a written scope and a product page differ, the written scope applies. Our services are for business use, and you confirm at checkout that you're buying for a business. Sample businesses and data are fictional. Datum Site Care is sold under the Site Care Terms at /site-care-terms.

3. Price and tax. Prices are in US dollars. Sales tax is added where the law requires it. Payment is processed by Stripe. We never see or store your full card number.

4. Delivery. Digital products: a download link is shown after payment and emailed to the address you enter. Services: we email you after payment with what we need, and delivery times start when we get it. If you don't get your email within 1 business day, write to hello@datumoperations.com. Quoted work is delivered on the timeline in your proposal.

5. License. Digital products are licensed, not sold. See the license on each product page. Use for one business. No reselling or sharing.

6. Refunds. See our Refund Policy below, which is part of these terms.

7. No affiliation; your accounts. We're independent and not affiliated with, endorsed by or a partner of HubSpot, HighLevel, Odoo, Canva, Google or any other vendor we mention. You're responsible for your own software accounts, subscriptions and vendor terms. Back up your data before we start any work in your systems.

8. No guarantees; limit of liability. Products and reports are provided as is, for general business use. They aren't legal, tax, financial or data-protection advice, and results aren't guaranteed. To the fullest extent the law allows, Datum Operations LLC's total liability for any claim about a product or service is limited to the amount you paid for it. We're not liable for indirect, incidental, special or consequential damages, lost profits, lost data, or vendor fees you choose to pay. Nothing here limits liability that can't be limited by law, including for gross negligence or willful misconduct.

9. AI use. We use AI tools to help research and draft. A person reviews every product before it's listed, and a person at Datum Operations reviews every report before it's delivered.

10. Governing law. New York law applies. Disputes go to the state or federal courts in Erie County, New York, unless the law where you live says otherwise.

11. Changes. We may update these terms. The version on the day you bought applies to your order.

12. Text messages.

Program name: Datum Operations Texts.

Description. If you opt in on one of our forms, Datum Operations LLC may text you. There are two separate choices: (a) occasional tips and offers about CRM and lead-tracking systems, and (b) appointment reminders and updates on work we're doing for you. Each needs its own opt-in. Opting in isn't a condition of purchase.

Frequency. Tips and offers: up to 2 messages a month. Reminders and project updates: frequency varies by appointment or project.

Message and data rates may apply.

Help. Reply HELP to any text, or email hello@datumoperations.com.

Opting out. Reply STOP to any text to stop all texts. We'll send one confirmation and then stop. To opt back in, tick the box on one of our forms again or reply START.

Carriers are not liable for delayed or undelivered messages.

Texts are for US mobile numbers only.

How we handle your number is described in our Privacy Notice.

13. Contact. hello@datumoperations.com, Datum Operations LLC, Mailing address: 4498 Main St, Suite 4 #1613, Buffalo, NY 14226.

14. Privacy. See our Privacy Notice at /privacy.

15. Access to your systems. For consulting work you give us the access we ask for, at the level we ask for, and you stay the owner and admin of your accounts. We use that access only for your order. We keep what we see confidential and don't copy your customer data out of your systems except as needed for the work. Back up your data before we start. For quoted work that includes changes in your systems, we only change what's in the written scope or what you approve in writing, and we keep a log of every change. When the work ends, you remove our access, or we remove it and confirm in writing.

16. Earlier offers.

The Revenue Stack Audit, the Starter and Pro monthly plans, and the audit fee credit are no longer offered. If you bought any of them under an earlier version of these terms, that version still applies to your order, including any audit fee credit you earned under it.

17. Reserved.

18. Setup Review.

What it is. A one-time, read-only look at how leads reach you today, for $149. It includes one call of up to 30 minutes about how your leads, quotes and follow-up work, up to 1 hour of read-only review of your CRM (or your inbox and spreadsheets if you don't have one), and a written next-steps list. We don't change anything in your systems during a Setup Review.

Credit toward Lead Capture Setup. If you buy Lead Capture Setup within 30 days after you buy the Setup Review, we'll take the amount you actually paid for the Setup Review off its price. It's one credit per client. It covers cash you paid only, not discounts or other credits. It has no cash value and can't be refunded, transferred or combined with another credit. If your Setup Review is refunded, there's no credit.

19. Lead Capture Setup.

What it is. A one-time setup, for $349 on HubSpot or $449 on another CRM you already have, which we take on case by case after we confirm we can work in it. It includes the deliverables listed on the order page: 1 website form connected to your CRM, an auto-reply to the person who filled it in, a follow-up task for each new inquiry, 1 pipeline, 1 import of your existing contacts, and a walkthrough at the end. There's no hours cap. The listed deliverables define the job, and you get all of them however long they take us.

Not included. More than one form, pipeline or import; your CRM subscription fees; website builds or redesigns; integrations with billing or ops tools; and changes after the walkthrough (those are CRM Care or quoted work).

20. CRM Care.

What it is. A monthly service for businesses that bought Lead Capture Setup, for $59 a month. It includes monthly checks that your form, auto-reply and follow-up task still work, plus up to 30 minutes of changes each month. The monthly checks don't count against your 30 minutes. We track change time in 15-minute blocks, and the counter resets on your billing date. Not included: new forms, pipelines or imports beyond your Lead Capture setup; integrations, reporting builds or cleanup projects; your CRM subscription fees; and website work. CRM Care minutes never cover website work, and Site Care minutes never cover CRM work.

Extra time. Work beyond your 30 minutes is $25 per 15 minutes. We quote it in writing first and only do it after you agree in writing (email is fine). We bill agreed extra time after the work is done, on your next monthly invoice or a separate invoice.

Automatic renewal. CRM Care renews automatically every month at $59 (plus any tax), charged on the same date each month, until you cancel. At checkout, these renewal terms are shown right next to the pay button, and we don't take payment until you tick a required, unchecked box agreeing to them. Right after you sign up, we email you a confirmation with these terms, the price, how often you're charged, and how to cancel.

Cancel anytime. Use the cancel form at datumoperations.com/crm-care/cancel, or email billing@datumoperations.com. Either way works at any time and is at least as easy as signing up. Cancelling stops all future charges. Your CRM Care runs to the end of the month you've paid for, and we email you a confirmation from billing@datumoperations.com. We won't put conditions on cancelling or delay it.

Price and term changes. We'll email you a clear notice of any price increase or other material change to these renewal terms at least 5 business days and no more than 30 days before it takes effect, with how to cancel. If we raise your price, you can cancel within 14 days after your first charge at the new price, and we'll refund the unused days of the period that charge covered, prorated by day.

You can also cancel by emailing billing@datumoperations.com or hello@datumoperations.com, and we'll treat either as your cancellation.

21. Work allowances and how we work.

How we use the time. For the Setup Review and CRM Care, we decide, reasonably and in good faith, which requests fit in the included time and how the work is done. That never lets us drop or shrink a deliverable listed on the order page or in these terms. Fixing our own mistakes never uses up your time.

Beyond the allowance or scope. If a request would go past the included time or outside an offer's scope, we tell you first and send a written quote. We only start that work after you agree to the quote in writing. We never charge for work you didn't agree to.

Unused time. Unused time doesn't carry over to a later month or another offer, and it isn't refunded or credited as cash. This doesn't limit any refund in the Refund Policy or any refund the law requires.

Refund Policy

Setup Review, Lead Capture Setup and quoted work. You get a full refund if you cancel before work starts, or if we decline the order. Work starts when we begin your call or your review, or begin work in your systems, whichever comes first. After work starts, fees aren't refundable, except as set out below.

CRM Care. You get a full refund of your first charge if you cancel before we start any work. After that, fees you've already paid aren't refundable, including partial months. Cancelling stops future charges, and your service runs to the end of the month you've paid for.

If a deliverable doesn't match. If something we deliver doesn't match what the order page or these terms describe, tell us and we'll fix it at no charge. If we can't fix it, we'll refund what you paid for that offer in full.

Always refunded. Whatever else this policy says, we refund: a charge we made in error; a charge you didn't authorize; a charge made on or after the day you cancel CRM Care; the unused, prepaid part of a service if we end it; a price-increase charge as described in section 20; and anywhere else the law requires a refund.

How. Refunds go to the original payment method, with no fees. Contact: billing@datumoperations.com.

Earlier orders. Revenue Stack Audit orders keep the refund terms in place when they were bought (section 16).

Site Care. Datum Site Care refunds and cancellation are covered by the Site Care Terms at /site-care-terms, not this policy.