Terms of Service & Confidentiality Agreement

1. What Is The Intensive

The Intensive is a paid AI implementation training program offered by Fulcrum Insights LLC. The program consists of weekly live sessions conducted via Zoom, a library of recorded sessions, templates, frameworks, and related materials (collectively, “Content”). Access is sold on a monthly subscription basis ($2,500/month) or an annual subscription ($15,000/year). These terms form a binding agreement between you (and the company you represent) and Fulcrum Insights.

2. License to Access Content

Subject to your compliance with these terms and timely payment of all fees, Fulcrum Insights grants you a limited, personal, non-exclusive, non-transferable, non-sublicensable license to access and view Content through The Intensive platform for your internal business purposes.

This license does not include the right to:

• Download, copy, reproduce, or store Content outside the platform
• Screen record, capture, or re-broadcast any live or recorded session
• Share, redistribute, resell, or sublicense Content to any third party
• Use Content to build competing training programs, courses, or products
• Remove or alter any copyright, trademark, or proprietary notices

3. Seats & Account Access

Each company subscription includes access for up to two (2) named individuals (“seats”). Seats are tied to specific email addresses. You may not share login credentials with anyone outside your two designated seat holders, including other employees, contractors, or third parties.

If you need to change a seat holder (e.g., due to employee turnover), contact us at [email protected]. Seat transfers are permitted for legitimate personnel changes but may not be used to rotate access among a larger group.

Any unauthorized sharing of access credentials or circumvention of seat limits is a material breach of these terms and will result in immediate termination of access without refund.

4. Intellectual Property

All Content-- including but not limited to session recordings, slides, frameworks, templates, tools, worksheets, scripts, and methodologies-- is the exclusive intellectual property of Matt Weir and/or Fulcrum Insights LLC. All rights are reserved. Nothing in these terms transfers any ownership interest to you.

Templates, tools, or frameworks provided for your business use may be adapted for internal use only. You may not publish, distribute, license, or commercialize any derivative work in a way that competes with or substitutes for The Intensive.

5. Payment, Cancellation & Refunds

Monthly subscriptions: Billed monthly in advance. You may cancel at any time by contacting us or through your account settings. Cancellation takes effect at the end of your current billing period. You will not be charged for the following month, and you will retain access through the end of the period you have already paid for.

Annual subscriptions: Billed as a single upfront payment. Annual subscriptions are non-refundable. By purchasing an annual subscription, you acknowledge that immediate access to the Content library constitutes delivery of substantial value, and no refund will be issued for any unused portion of the subscription term.

No refunds:Fulcrum Insights does not offer refunds under any circumstances, except as strictly required by applicable law. There are no exceptions for monthly or annual subscriptions. If you have concerns about the program, contact us-- we’d rather work it out, but refunds are not on the table.

6. Prohibited Conduct

You agree not to:

• Disrupt, interfere with, or harm the platform or other members’ experience
• Impersonate any person or misrepresent your affiliation with a company
• Use the platform to advertise, solicit, or conduct commercial activity unrelated to the program
• Attempt to gain unauthorized access to any part of the platform or other users’ accounts
• Violate any applicable law, regulation, or third-party right
• Record sessions without the prior written consent of Fulcrum Insights

7. Termination

Fulcrum Insights reserves the right to suspend or terminate your access to The Intensive at any time, with or without notice, for any violation of these terms. Grounds for termination include (but are not limited to): credential sharing, recording sessions without permission, breach of the confidentiality obligations in Part 2, non-payment, or conduct that is disruptive or harmful to other members.

Upon termination for cause, no refund will be issued. Termination does not relieve you of any confidentiality obligations, which survive as described in Part 2.

8. Disclaimers

THE INTENSIVE IS PROVIDED “AS IS” AND “AS AVAILABLE.” FULCRUM INSIGHTS MAKES NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE PLATFORM WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.

Results from implementing AI in your business depend on your team’s effort, your specific context, and factors outside our control. We make no guarantees about specific outcomes, revenue improvements, or cost savings.

9. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, FULCRUM INSIGHTS LLC, ITS MEMBERS, EMPLOYEES, AND CONTRACTORS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE INTENSIVE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN NO EVENT SHALL OUR TOTAL LIABILITY TO YOU EXCEED THE AMOUNT YOU PAID TO FULCRUM INSIGHTS IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

10. Governing Law & Disputes

These terms are governed by the laws of the State of Oklahoma, without regard to its conflict of law principles. Any dispute arising out of or relating to these terms or The Intensive shall be resolved exclusively in the state or federal courts located in Oklahoma.

Before initiating any formal legal proceeding, you agree to attempt to resolve the dispute informally by contacting Fulcrum Insights at [email protected]. We will try to resolve any complaint within 30 days.

11. Modifications to These Terms

We may update these terms from time to time. When we make material changes, we will notify active members by email and update the “Last updated” date above. Continued use of The Intensive after changes take effect constitutes your acceptance of the revised terms.

1. Definitions

“Confidential Information” means any and all information disclosed by any member or by Fulcrum Insights during or in connection with The Intensive, including but not limited to: business strategies, operational processes, financial data, customer and client information, employee information, technology implementations, AI workflows and prompts, pricing, vendor relationships, competitive plans, and any other information that a reasonable person would understand to be confidential or proprietary -- whether disclosed verbally during a session, shown on screen, shared in writing, or described informally in conversation.

“Disclosing Party” means any member or Fulcrum Insights that shares Confidential Information. “Receiving Party” means any member or participant who receives or is exposed to Confidential Information.

2. Confidentiality Obligations

As a condition of your membership, you agree to hold all Confidential Information of other members and Fulcrum Insights in strict confidence. Specifically, you agree that you will:

• Not disclose any member’s Confidential Information to any person outside The Intensive
• Not discuss another member’s business, strategies, or operations with their competitors
• Not use another member’s Confidential Information for any purpose other than your own participation in the program
• Not share session recordings, summaries, or transcripts with non-members
• Take reasonable precautions to protect Confidential Information from unauthorized disclosure
• Promptly notify the Disclosing Party and Fulcrum Insights if you become aware of any unauthorized disclosure

3. No Competitive Use of Member Information

You agree that you will not use Confidential Information learned from other members to:

• Gain a competitive advantage over any member in any market or for any customer
• Undercut, replicate, or preempt a member’s strategy, pricing, or product
• Inform competitive positioning, bids, or proposals against a fellow member
• Make investment, acquisition, or partnership decisions based on non-public member information

This is not just a legal requirement-- it’s the foundation of trust that makes The Intensive valuable. Members who violate this provision undermine the entire program for everyone.

4. Non-Solicitation

During your membership and for a period following the termination of your membership, you agree not to directly solicit, recruit, or hire any employee of another member’s company if you became aware of that employee through The Intensive. (See the survival period in Section 7 for applicable timeframes.)

Similarly, you agree not to directly solicit any client or customer of another member if you became aware of that client through The Intensive. General advertising and passive recruitment (e.g., posting a job listing) are not restricted by this provision.

5. Session Content & Recordings

All session recordings, whether hosted on the platform or provided to you in any other format, are Confidential Information. You may access recordings for your own learning and internal implementation work. You may not:

• Share recordings or portions of recordings with non-members
• Post recordings or clips to social media, YouTube, or any public channel
• Use recordings in any training, publication, or commercial material
• Extract and share other members’ contributions or screen shares from recordings

6. Exclusions from Confidentiality

Confidentiality obligations do not apply to information that:

• Is or becomes publicly available through no fault of yours
• Was already in your possession before you received it through The Intensive (and you can document this)
• Is independently developed by you without reference to the Confidential Information
• You are required to disclose by law or court order (in which case you must give prompt notice to the Disclosing Party if legally permitted to do so)

7. Survival After Membership Ends

Your confidentiality and non-solicitation obligations under this Part 2 survive the termination or expiration of your membership. Confidentiality obligations survive for two (2) years post-termination. Non-solicitation obligations (Section 4) survive for twelve (12) months post-termination. This means that even after you stop being a member-- whether by cancellation, non-renewal, or termination-- you remain bound by these obligations with respect to all Confidential Information you received during your membership.

8. Remedies for Breach

You acknowledge that a breach of this confidentiality agreement could cause irreparable harm to other members and to Fulcrum Insights, for which monetary damages alone may not be an adequate remedy. Accordingly, in the event of a breach or threatened breach, the injured party shall be entitled to seek injunctive relief and other equitable remedies without the requirement of posting a bond or other security, in addition to any other remedies available at law or in equity.

Fulcrum Insights also reserves the right to immediately terminate the membership of any member found to have violated these confidentiality obligations, without refund.

9. Mutual Obligation

This confidentiality agreement is mutual. Every member of The Intensive agrees to these same obligations. When you share your own business information during sessions, all other members are bound by the same rules that bind you. Fulcrum Insights also agrees not to share member Confidential Information with third parties, except as necessary to operate the program (e.g., platform hosting, technical support) or as required by law.