Terms of Service
Last updated: August 18, 2026
These Terms of Service (“Terms”) govern the purchase and use of marketing, consulting, strategic, creative, and related services provided by Compass & Co., LLC, a Florida limited liability company (“Compass & Co.,” “we,” “us,” or “our”).
By purchasing a subscription, accepting a proposal, or otherwise engaging Compass & Co., the person or business purchasing the services (“Client,” “you,” or “your”) agrees to these Terms. You represent that you are authorized to enter into this agreement on behalf of the applicable business.
1. Services and Scope
Compass & Co. provides marketing strategy, execution, content, campaign, advisory, fractional leadership, and related services.
The services included in your engagement are those described on the applicable product page, checkout page, proposal, statement of work, or other written agreement accepted by both parties (“Service Agreement”).
If a Service Agreement conflicts with these Terms, the Service Agreement controls for that specific engagement.
2. Business-to-Business Services
Our services are designed for businesses and professional organizations, not for personal, family, or household use.
You confirm that you are purchasing the services for business purposes and have the authority to bind the business identified during checkout or onboarding.
3. Subscription Term and Renewal
Unless a written Service Agreement states otherwise, Compass Starter and Compass Growth subscriptions require an initial minimum commitment of six consecutive months.
Subscriptions are billed monthly in advance beginning on the purchase date. After the initial six-month commitment, the subscription continues on a month-to-month basis until canceled in accordance with these Terms.
By subscribing, you authorize Compass & Co. and its payment processor to charge the payment method on file each month until the subscription is properly canceled.
Compass CMO and custom engagements may have different terms established in a separate proposal or Service Agreement.
4. Fees, Billing, and Taxes
The Client agrees to pay all fees displayed at checkout or stated in the applicable Service Agreement.
The first payment is due at checkout. Subsequent payments are charged monthly in advance on or near the anniversary of the original purchase date.
Fees do not include applicable sales, use, or similar taxes unless expressly stated. The Client is responsible for applicable taxes and for pre-approved third-party costs, advertising spend, software, printing, travel, media, contractors, or other expenses not expressly included in the service.
We may change subscription pricing by providing advance written notice. A pricing change will not take effect during the Client’s initial commitment unless mutually agreed in writing.
5. Cancellation and Early Termination
After the initial six-month commitment, the Client may cancel the subscription by providing at least 30 days’ written notice to:
Cancellation becomes effective at the end of the applicable billing cycle following the required notice period. Charges already processed are not prorated.
If the Client terminates during the initial commitment without an uncured material breach by Compass & Co., the Client agrees to pay an early-termination fee equal to the lesser of:
Two monthly subscription payments; or
The remaining unpaid fees in the initial commitment.
Either party may terminate for a material breach if the breach is not corrected within 10 days after written notice, when the breach is reasonably capable of being corrected.
Compass & Co. may suspend or terminate services immediately for nonpayment, unlawful conduct, abusive behavior, misuse of our work, or conduct that creates a material legal, ethical, reputational, or security risk.
6. Refund Policy
Because Compass & Co. reserves capacity and begins planning, onboarding, research, or service delivery shortly after purchase, payments are nonrefundable once onboarding or the applicable service period has begun.
There are no refunds or credits for:
Partially used service periods;
Unused deliverables or support;
Client delays;
Changes in the Client’s priorities, staffing, budget, or business circumstances; or
Early termination except where expressly required by law or agreed in writing.
Cancellation does not retroactively reverse charges already incurred.
7. Upgrades and Downgrades
Requests to upgrade or downgrade a subscription must be submitted in writing at least 30 days before the requested effective date.
Approved changes ordinarily take effect at the beginning of the next billing cycle. Changes remain subject to availability, revised scope, pricing, and any applicable minimum commitment.
8. Failed Payments
The Client must maintain a valid payment method.
If a payment fails or becomes overdue, Compass & Co. may pause work, withhold deliverables, restrict access, or terminate the engagement. A service pause caused by nonpayment does not extend the subscription term or eliminate amounts owed.
Overdue balances may accrue a late charge of 1.5% per month or the maximum amount permitted by law, whichever is lower, plus reasonable collection costs.
9. Client Responsibilities
The Client agrees to:
Provide timely, accurate, and complete information;
Supply necessary brand materials, credentials, approvals, and access;
Designate an authorized point of contact;
Review work and provide consolidated feedback within three business days unless otherwise agreed;
Confirm that materials supplied to Compass & Co. may legally be used;
Obtain required internal, legal, regulatory, or industry approvals; and
Make final decisions regarding publication, distribution, claims, offers, pricing, and business strategy.
Compass & Co. is not responsible for delays, missed opportunities, additional costs, or performance issues caused by delayed feedback, incomplete information, lack of access, changing instructions, or other Client-controlled circumstances.
Client delays do not pause billing or extend the engagement automatically.
10. Deliverables, Revisions, and Additional Work
Deliverables and service quantities are limited to the scope stated in the applicable product description or Service Agreement.
Unless otherwise stated, deliverables include up to two reasonable rounds of revisions. Requests that alter an approved direction, add deliverables, expand the scope, or require additional revision rounds may require additional fees and timing.
Unused deliverables, hours, meetings, or services do not roll over to a later month unless agreed in writing.
11. Intellectual Property
After full payment, the Client owns the final, approved, client-specific deliverables expressly created for the Client under the applicable engagement.
Compass & Co. retains ownership of all pre-existing and underlying materials, including its:
Templates;
Frameworks;
Processes;
Methods;
Systems;
Prompts;
Tools;
Research methods;
Know-how;
General concepts; and
Reusable or non-client-specific materials.
To the extent retained Compass & Co. materials are incorporated into a paid final deliverable, the Client receives a perpetual, nonexclusive license to use those materials as part of that deliverable for its business purposes.
Compass & Co. may retain internal working files and is not required to provide source, editable, production, or working files unless specifically included in writing.
12. Client Materials
The Client retains ownership of materials it supplies.
The Client grants Compass & Co. permission to use those materials solely as reasonably necessary to perform the services.
The Client represents that it owns or has permission to use all supplied content, trademarks, images, data, claims, testimonials, and other materials. The Client is responsible for claims arising from materials or instructions it provides.
13. Artificial Intelligence and Third-Party Tools
Compass & Co. may use artificial intelligence tools, software platforms, contractors, and other technology to support research, drafting, analysis, production, workflow, or service delivery.
We apply professional judgment and reasonable review to work produced with those tools. However, AI and third-party tools may produce errors, omissions, or unexpected results.
The Client remains responsible for reviewing and approving final deliverables before publication or use. We will not knowingly submit highly sensitive or confidential Client information to public AI tools without reasonable safeguards or authorization.
Third-party services remain governed by their own terms, privacy practices, availability, and limitations. Compass & Co. is not responsible for interruptions, policy changes, data loss, or other failures caused by third-party platforms outside our reasonable control.
14. Confidentiality and Publicity
Each party agrees to protect the other party’s nonpublic business, technical, financial, strategic, and operational information and use it only for the engagement.
Confidential information does not include information that is publicly available through no breach of these Terms, independently developed, already lawfully known, or properly obtained from another source.
A party may disclose confidential information when legally required, provided it gives notice when legally permitted.
Compass & Co. will not publicly identify the Client, display the Client’s name or logo, publish Client work, or describe the engagement as a case study without the Client’s prior written permission.
15. Independent Contractor and Subcontractors
Compass & Co. is an independent contractor and not an employee, partner, joint venturer, fiduciary, or legal representative of the Client.
Compass & Co. may use qualified employees or subcontractors to perform portions of the services and remains responsible for managing their work.
16. No Guaranteed Results
Marketing and business performance depend on numerous factors outside Compass & Co.’s control.
Compass & Co. does not guarantee revenue, leads, sales, rankings, press coverage, audience growth, conversion rates, market performance, or any other specific outcome.
Any projections, recommendations, benchmarks, estimates, or strategic opinions are informational and are not guarantees.
17. Professional Advice Disclaimer
Compass & Co. does not provide legal, tax, accounting, investment, employment, cybersecurity, or regulatory advice.
The Client should consult appropriately qualified professionals regarding those matters. The Client remains responsible for the accuracy, legality, and regulatory compliance of its business activities, claims, campaigns, offers, and materials.
18. Limitation of Liability
To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, exemplary, punitive, or consequential damages, including lost profits, lost revenue, lost data, lost opportunities, or business interruption.
Compass & Co.’s total cumulative liability arising from an engagement will not exceed the fees actually paid by the Client to Compass & Co. during the three months immediately preceding the event giving rise to the claim.
These limitations do not apply to fraud, gross negligence, or willful misconduct to the extent such liability cannot legally be limited.
19. Indemnification
The Client agrees to defend, indemnify, and hold harmless Compass & Co. and its owners, personnel, and subcontractors from third-party claims, liabilities, damages, and reasonable expenses arising from:
Client-supplied materials or instructions;
The Client’s products, services, claims, offers, or business practices;
The Client’s violation of law or third-party rights; or
The Client’s unauthorized modification or use of deliverables.
Compass & Co. will promptly notify the Client of a covered claim and reasonably cooperate in the defense.
20. Force Majeure
Neither party is liable for delays or failures caused by events beyond its reasonable control, including natural disasters, severe weather, government action, war, civil unrest, labor disruption, widespread internet or utility failure, platform outage, epidemic, or similar event.
Payment obligations for services already performed are not excused.
21. Dispute Resolution and Governing Law
Before filing a legal claim, the parties agree to attempt in good faith to resolve the dispute through direct written communication for at least 30 days.
These Terms are governed by Florida law, without regard to conflict-of-law principles.
Any legal action arising from these Terms or the services must be brought in a state or federal court located in Broward County, Florida, and each party consents to that jurisdiction and venue.
22. Changes to These Terms
Compass & Co. may update these Terms periodically.
Changes apply prospectively from the stated effective date. Material changes affecting an active subscription will be communicated in advance when reasonably required.
The Terms accepted at checkout, together with any later mutually agreed Service Agreement, govern the applicable engagement.
23. General Provisions
If any provision is found unenforceable, the remaining provisions remain effective.
Failure to enforce a provision is not a waiver of the right to enforce it later.
The Client may not assign the engagement without Compass & Co.’s written consent. Compass & Co. may assign these Terms in connection with a merger, sale, reorganization, or transfer of substantially all related business assets.
These Terms, the applicable product description, checkout disclosures, and any accepted proposal or Service Agreement constitute the entire agreement regarding the services and replace prior discussions concerning the same subject.
Electronic acceptance, checkout confirmation, and electronic records have the same effect as signed originals.
24. Contact
Questions, notices, cancellation requests, and other communications regarding these Terms should be sent to:
Compass & Co., LLC
Broward County, Florida
client@compassandcoagency.com