PRIVACY POLICY
Effective Date: 01/02/2026
Business Name: Coast Up
Product / Service Name: AI Revenue Drift Brief
Website: www.coastupai.com
Contact Email: [email protected]
Business Address: Texas, United States
Coast Up (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to handling information in a responsible and transparent manner. This Privacy Policy explains how we collect, use, store, share, retain, and protect information when you visit our website, purchase our services, complete onboarding forms, submit monthly focus updates, receive reports, communicate with us, or otherwise interact with AI Revenue Drift Brief.
AI Revenue Drift Brief is a business-focused service that uses artificial intelligence, workflow tools, cloud document and email tools, payment tools, customer relationship tools, and publicly available web research to prepare business intelligence, competitor intelligence, positioning analysis, objection analysis, messaging analysis, and related client-facing deliverables.
By using our website or services, you agree to the collection, use, and disclosure of information as described in this Privacy Policy.
1. SCOPE OF THIS POLICY
This Privacy Policy applies to information collected:
- through our website and pages
- through forms, onboarding forms, and monthly focus update forms
- during checkout, billing, and subscription management
- through support or service communications
- through delivery of reports and related materials
- through publicly available online business research performed to prepare reports
- through the tools and service providers we use to operate the business
This Privacy Policy does not apply to third-party websites, platforms, payment processors, review sites, competitor websites, or other external services we do not control, even if our reports or website link to them.
2. INFORMATION WE COLLECT
We collect information you provide directly, information generated by your use of our website and services, operational information created while delivering the service, payment and billing information handled by payment processors, and publicly available business information used to prepare reports.
A. Information You Provide Directly
When you purchase, complete a form, submit onboarding information, update your monthly focus, request support, or otherwise communicate with us, we may collect:
- first name and last name
- business name
- owner name or primary contact name
- business email address
- phone number
- business type or industry
- city, state, service area, or neighborhood focus
- website URL
- main service sold
- average job value, package value, or average client value
- business concerns, growth concerns, or notes about what you think is going wrong
- competitor names and competitor website URLs
- copy, messaging, offers, proposals, estimates, consultation language, packages, listings, service-page text, sales text, or similar materials you ask us to review
- additional notes, context, or strategic instructions
- subscription selections and service preferences
- communications you send to us
- updates you submit later through monthly focus update forms or other service-update forms
B. Monthly Focus Update Information
If you use a monthly focus update form or similar service-update tool, we may collect and process:
- your current business concern or focus for the next brief
- updated copy, messaging, or offer text you want reviewed
- updated competitor context
- updated business priorities
- new notes you want incorporated into future recurring briefs
These updates may overwrite prior working instructions in our active workflow fields so future recurring reports reflect your most recent submitted focus. Earlier versions may still remain in logs, backups, internal notes, or service records for a reasonable period.
C. Payment, Billing, and Subscription Information
Payments and subscriptions are processed by third-party payment processors. We do not intentionally store full payment card numbers on our own systems. Depending on the payment method used, payment processors or billing tools may collect:
- billing name
- billing email
- billing address
- transaction amount
- subscription plan information
- payment method details
- invoice status
- payment status
- failed payment status
- renewal or cancellation status
- fraud-prevention information
- dispute or chargeback information
D. Publicly Available Business, Competitor, and Reputation Information
To prepare reports, we may review and process publicly available information about your business, your competitors, and your market, including:
- public websites
- service pages
- about pages
- neighborhood or location pages
- team or bio pages
- FAQ pages
- consultation or contact pages
- trust-signal pages
- reviews or testimonials shown on websites
- public business profiles
- public review and reputation pages
- public offers, promotions, specials, or pricing cues where visible
- public guarantee, warranty, financing, or trust language where visible
- public booking, consultation, or call-to-action language
- public social proof, office, brand, neighborhood, award, or leadership information
- search-result pages and other publicly visible business references
We do not intentionally access private accounts, password-protected systems, confidential files, or non-public competitor information.
E. Website, Device, and Technical Information
When you visit our website or interact with our forms, checkout, or pages, we or our service providers may collect:
- IP address
- browser type
- device type
- operating system
- date and time of access
- pages viewed
- referring URL
- session activity
- clicks
- form interactions
- checkout interactions
- general traffic and usage data
- cookies, pixels, tags, and similar technologies
F. Operational and Workflow Information
As part of providing the service, we may create or store operational records such as:
- onboarding status
- subscription status
- active, paused, or canceled status
- monthly run status
- delivery status
- document IDs
- report IDs
- automation job IDs
- response IDs
- workflow timestamps
- submission timestamps
- support and troubleshooting logs
- error logs
- audit records reasonably necessary to operate, troubleshoot, secure, and improve the service
3. INFORMATION YOU SHOULD NOT SUBMIT
AI Revenue Drift Brief is not designed to receive sensitive personal information, highly regulated information, or unnecessary third-party personal data.
Do not submit:
- Social Security numbers
- driver’s license numbers
- passport numbers
- financial account numbers
- full payment card numbers
- tax returns
- payroll files
- medical records
- health or insurance claim information
- protected health information
- criminal history records
- children’s information
- passwords or login credentials
- government identification documents
- confidential customer files unless properly redacted
- information you do not have the right to provide
If you submit estimates, proposals, messages, consultations, contracts, CRM exports, or similar materials, you are responsible for redacting unnecessary personal information and sensitive information before submission.
We reserve the right to reject, delete, or refuse to process materials that appear to contain prohibited, excessive, sensitive, unlawful, or unnecessary data.
4. HOW WE USE INFORMATION
We may use information for the following business and commercial purposes:
- to provide AI Revenue Drift Brief and related services
- to prepare initial and recurring monthly reports
- to analyze competitor positioning, visible trust signals, public review signals, messaging, offers, and buyer-friction patterns
- to review client-submitted messaging, offers, proposals, consultation language, listings, service pages, and similar text
- to generate client-facing reports, summaries, executive updates, and recommendations
- to send onboarding, delivery, billing, support, and service-related communications
- to manage subscriptions, renewals, cancellations, pauses, and service eligibility
- to process payments and invoices
- to deliver PDF reports or other deliverables
- to generate temporary working documents needed to create final deliverables
- to maintain internal workflow, job-tracking, quality-control, and troubleshooting records
- to improve our website, prompts, internal processes, templates, automations, and service quality
- to detect fraud, misuse, abuse, security issues, or unauthorized use
- to comply with legal, tax, accounting, regulatory, and recordkeeping obligations
- to enforce our Terms of Service and other agreements
- to send marketing or promotional communications where permitted by law
- to respond to inquiries, support requests, and disputes
5. AI PROCESSING, AUTOMATION, AND HUMAN REVIEW
We use artificial intelligence tools, automation tools, and workflow systems to help process inputs, conduct public research, generate analysis, draft report language, structure findings, and prepare deliverables.
This may include sending submitted information and public research context to third-party AI processing providers and related workflow tools.
Information used in AI-assisted processing may include:
- business information
- competitor information
- market or location information
- client-submitted copy or messaging
- monthly focus updates
- publicly available research sources
- report instructions and workflow context necessary to generate the deliverable
AI-generated content may be inaccurate, incomplete, outdated, or based on limited public information. Reports are intended as business guidance and analysis, not guaranteed statements of fact or guaranteed business outcomes.
Depending on the workflow or service stage, reports or outputs may also be reviewed, edited, approved, checked, reformatted, or quality-checked by a human before delivery.
6. PUBLIC WEB RESEARCH AND REVIEW SOURCES
Our reports may include analysis based on publicly available online information. This may include public review and reputation sources, but visible review data can vary by market, business, and platform.
We do not guarantee that:
- all competitors are found
- all visible reviews are reviewed
- all public information is current or complete
- all public sources are accurate
- a public claim reflects actual business performance
- every relevant market signal is discovered
- every visible wording change is captured
- every public review theme is representative of the broader customer base
If public evidence is thin or limited, our reports may reflect the trust, positioning, or conversion implications of that limitation rather than treat it as confirmed praise or complaint evidence.
7. HOW WE SHARE INFORMATION
We may share information with service providers and vendors that help us operate the business, such as providers of:
- payment processing
- subscription management
- website hosting
- forms and landing pages
- customer relationship management
- workflow automation
- AI processing
- cloud document creation and storage
- email sending and delivery
- spreadsheets, databases, and internal operations
- analytics
- support and security tools
- legal, accounting, tax, and compliance services
We share only the information reasonably necessary for those providers to perform services for us.
We may also disclose information:
- to comply with law, subpoena, court order, legal process, or government request
- to enforce our Terms of Service or other agreements
- to protect our rights, property, safety, customers, or business
- in connection with a merger, financing, acquisition, sale of assets, or business transfer
- with your consent or at your direction
We do not sell the business information, documents, or copy you submit to us for monetary consideration as part of providing this service.
8. PAYMENT PROCESSING AND SUBSCRIPTION MANAGEMENT
Payments, subscriptions, and related billing functions are handled in part by third-party payment and billing providers. Those providers may process personal and transaction information according to their own terms and privacy policies.
We may receive limited billing and subscription information back from those providers, such as:
- payment status
- invoice status
- subscription status
- failed payment status
- renewal status
- cancellation status
- partial customer billing details necessary to support the service
9. DOCUMENT GENERATION, PDF DELIVERY, AND TEMPORARY WORKING FILES
As part of preparing deliverables, we may create temporary working documents or similar internal files in cloud-based document systems. These working files may be used solely to assemble, format, convert, or send your final deliverable.
Our current process may include:
- generating a temporary working document
- converting or exporting that document into a final PDF or similar deliverable
- emailing the final deliverable as an attachment
- deleting the temporary working document after delivery or after internal processing is complete
Temporary working files may be deleted from our active systems after delivery, but copies of final delivered emails, attachments, internal records, or limited backups may remain for a reasonable period. Once a final report is delivered as an email attachment, the copy retained by the recipient is controlled by the recipient and not by us.
10. EMAIL COMMUNICATIONS
We may send:
- purchase confirmations
- onboarding emails
- focus update requests or reminders
- report delivery emails
- recurring monthly brief emails
- billing and subscription emails
- failed payment or account-status emails
- support replies
- administrative and service-related notices
- product or promotional emails where permitted by law
Some messages are transactional or service-related and may be sent even if you opt out of marketing communications. Marketing emails, where used, may include an unsubscribe option as required by applicable law.
11. COOKIES, PIXELS, ANALYTICS, AND SIMILAR TECHNOLOGIES
Our website and service providers may use cookies, pixels, scripts, analytics tags, and similar technologies to:
- operate the website
- remember user preferences
- measure traffic and site activity
- understand form and checkout activity
- improve performance and user experience
- support advertising or remarketing where applicable
- detect abuse, fraud, or unusual behavior
You may be able to control cookies through your browser settings, though some features may not work properly if cookies are disabled.
12. DATA RETENTION
We retain information for as long as reasonably necessary to:
- provide the service
- maintain active client records
- deliver recurring reports
- manage subscriptions, billing, and support
- troubleshoot issues
- comply with legal, tax, and accounting obligations
- resolve disputes
- enforce agreements
- protect our rights and business
- improve and secure the service
Retention may vary by data type. For example:
- active onboarding and business profile data may be retained while your account or subscription remains active
- billing and transaction records may be retained as required for accounting, tax, fraud prevention, or dispute handling
- temporary working documents may be deleted after a report is delivered
- logs, IDs, timestamps, and workflow records may be retained for internal operations and troubleshooting
- backups may persist for a limited period after deletion from active systems
You may request deletion of certain information by contacting us. We may decline or limit deletion where retention is necessary for legal compliance, billing records, security, dispute resolution, legitimate business interests, backup integrity, or enforcement of agreements.
13. DATA SECURITY
We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, use, disclosure, alteration, or destruction.
However, no website, cloud platform, AI provider, email provider, payment processor, document tool, or internet transmission can be guaranteed completely secure. You provide information at your own risk.
You are responsible for limiting what you submit to us and for redacting sensitive or unnecessary information before submission.
14. YOUR PRIVACY CHOICES AND RIGHTS
Depending on your location and the laws that apply, you may have certain rights regarding your personal information. These may include the right to:
- request access to certain personal information we hold about you
- request correction of inaccurate personal information
- request deletion of certain personal information
- request a copy of certain personal information
- object to or limit certain processing where applicable
- opt out of certain marketing communications
- appeal a denied privacy request where applicable
To make a privacy request, contact us at [email protected]. We may need to verify your identity and authority before responding. We may deny or limit a request where permitted by law.
15. U.S. STATE PRIVACY NOTICE
Residents of certain states may have additional privacy rights under applicable law. Where those laws apply to us, we will process covered personal information in accordance with those requirements.
If applicable, rights may include access, correction, deletion, portability, opt-out rights, and appeal rights. We will review privacy requests in light of the laws that apply to the request and the business at that time.
16. CHILDREN’S PRIVACY
Our services are intended for business users and adults. We do not knowingly collect personal information from children under 13, and our service is not directed to children.
If we learn that we have collected personal information from a child under 13 without appropriate authorization, we will take reasonable steps to delete it.
17. INTERNATIONAL USERS
Our service is primarily intended for users in the United States. If you access the service from outside the United States, your information may be transferred to, processed in, or stored in the United States or other countries where our service providers operate.
By using the service, you understand that those countries may have data protection laws different from those in your location.
18. THIRD-PARTY LINKS AND EXTERNAL SOURCES
Our website, forms, reports, or emails may contain links to third-party websites, review sites, public listings, competitor websites, payment providers, or other external resources. We are not responsible for the privacy, security, content, accuracy, or practices of those third parties.
19. CHANGES TO THIS PRIVACY POLICY
We may update this Privacy Policy from time to time. If we make changes, we will post the updated version and revise the Effective Date above. Your continued use of the website or services after an updated Privacy Policy becomes effective means you accept the revised version.
20. CONTACT US
If you have questions about this Privacy Policy or want to submit a privacy request, contact us at:
Coast Up
Email: [email protected]
Website: www.coastupai.com
Mailing Address: [INSERT BUSINESS MAILING ADDRESS]Coast Up (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to handling information in a responsible and transparent manner. This Privacy Policy explains how we collect, use, store, share, retain, and protect information when you visit our website, purchase our services, complete onboarding forms, submit monthly focus updates, receive reports, communicate with us, or otherwise interact with AI Revenue Drift Brief.
AI Revenue Drift Brief is a business-focused service that uses artificial intelligence, workflow tools, cloud document and email tools, payment tools, customer relationship tools, and publicly available web research to prepare business intelligence, competitor intelligence, positioning analysis, objection analysis, messaging analysis, and related client-facing deliverables.
By using our website or services, you agree to the collection, use, and disclosure of information as described in this Privacy Policy.
1. SCOPE OF THIS POLICY
This Privacy Policy applies to information collected:
- through our website and pages
- through forms, onboarding forms, and monthly focus update forms
- during checkout, billing, and subscription management
- through support or service communications
- through delivery of reports and related materials
- through publicly available online business research performed to prepare reports
- through the tools and service providers we use to operate the business
This Privacy Policy does not apply to third-party websites, platforms, payment processors, review sites, competitor websites, or other external services we do not control, even if our reports or website link to them.
2. INFORMATION WE COLLECT
We collect information you provide directly, information generated by your use of our website and services, operational information created while delivering the service, payment and billing information handled by payment processors, and publicly available business information used to prepare reports.
A. Information You Provide Directly
When you purchase, complete a form, submit onboarding information, update your monthly focus, request support, or otherwise communicate with us, we may collect:
- first name and last name
- business name
- owner name or primary contact name
- business email address
- phone number
- business type or industry
- city, state, service area, or neighborhood focus
- website URL
- main service sold
- average job value, package value, or average client value
- business concerns, growth concerns, or notes about what you think is going wrong
- competitor names and competitor website URLs
- copy, messaging, offers, proposals, estimates, consultation language, packages, listings, service-page text, sales text, or similar materials you ask us to review
- additional notes, context, or strategic instructions
- subscription selections and service preferences
- communications you send to us
- updates you submit later through monthly focus update forms or other service-update forms
B. Monthly Focus Update Information
If you use a monthly focus update form or similar service-update tool, we may collect and process:
- your current business concern or focus for the next brief
- updated copy, messaging, or offer text you want reviewed
- updated competitor context
- updated business priorities
- new notes you want incorporated into future recurring briefs
These updates may overwrite prior working instructions in our active workflow fields so future recurring reports reflect your most recent submitted focus. Earlier versions may still remain in logs, backups, internal notes, or service records for a reasonable period.
C. Payment, Billing, and Subscription Information
Payments and subscriptions are processed by third-party payment processors. We do not intentionally store full payment card numbers on our own systems. Depending on the payment method used, payment processors or billing tools may collect:
- billing name
- billing email
- billing address
- transaction amount
- subscription plan information
- payment method details
- invoice status
- payment status
- failed payment status
- renewal or cancellation status
- fraud-prevention information
- dispute or chargeback information
D. Publicly Available Business, Competitor, and Reputation Information
To prepare reports, we may review and process publicly available information about your business, your competitors, and your market, including:
- public websites
- service pages
- about pages
- neighborhood or location pages
- team or bio pages
- FAQ pages
- consultation or contact pages
- trust-signal pages
- reviews or testimonials shown on websites
- public business profiles
- public review and reputation pages
- public offers, promotions, specials, or pricing cues where visible
- public guarantee, warranty, financing, or trust language where visible
- public booking, consultation, or call-to-action language
- public social proof, office, brand, neighborhood, award, or leadership information
- search-result pages and other publicly visible business references
We do not intentionally access private accounts, password-protected systems, confidential files, or non-public competitor information.
E. Website, Device, and Technical Information
When you visit our website or interact with our forms, checkout, or pages, we or our service providers may collect:
- IP address
- browser type
- device type
- operating system
- date and time of access
- pages viewed
- referring URL
- session activity
- clicks
- form interactions
- checkout interactions
- general traffic and usage data
- cookies, pixels, tags, and similar technologies
F. Operational and Workflow Information
As part of providing the service, we may create or store operational records such as:
- onboarding status
- subscription status
- active, paused, or canceled status
- monthly run status
- delivery status
- document IDs
- report IDs
- automation job IDs
- response IDs
- workflow timestamps
- submission timestamps
- support and troubleshooting logs
- error logs
- audit records reasonably necessary to operate, troubleshoot, secure, and improve the service
3. INFORMATION YOU SHOULD NOT SUBMIT
AI Revenue Drift Brief is not designed to receive sensitive personal information, highly regulated information, or unnecessary third-party personal data.
Do not submit:
- Social Security numbers
- driver’s license numbers
- passport numbers
- financial account numbers
- full payment card numbers
- tax returns
- payroll files
- medical records
- health or insurance claim information
- protected health information
- criminal history records
- children’s information
- passwords or login credentials
- government identification documents
- confidential customer files unless properly redacted
- information you do not have the right to provide
If you submit estimates, proposals, messages, consultations, contracts, CRM exports, or similar materials, you are responsible for redacting unnecessary personal information and sensitive information before submission.
We reserve the right to reject, delete, or refuse to process materials that appear to contain prohibited, excessive, sensitive, unlawful, or unnecessary data.
4. HOW WE USE INFORMATION
We may use information for the following business and commercial purposes:
- to provide AI Revenue Drift Brief and related services
- to prepare initial and recurring monthly reports
- to analyze competitor positioning, visible trust signals, public review signals, messaging, offers, and buyer-friction patterns
- to review client-submitted messaging, offers, proposals, consultation language, listings, service pages, and similar text
- to generate client-facing reports, summaries, executive updates, and recommendations
- to send onboarding, delivery, billing, support, and service-related communications
- to manage subscriptions, renewals, cancellations, pauses, and service eligibility
- to process payments and invoices
- to deliver PDF reports or other deliverables
- to generate temporary working documents needed to create final deliverables
- to maintain internal workflow, job-tracking, quality-control, and troubleshooting records
- to improve our website, prompts, internal processes, templates, automations, and service quality
- to detect fraud, misuse, abuse, security issues, or unauthorized use
- to comply with legal, tax, accounting, regulatory, and recordkeeping obligations
- to enforce our Terms of Service and other agreements
- to send marketing or promotional communications where permitted by law
- to respond to inquiries, support requests, and disputes
5. AI PROCESSING, AUTOMATION, AND HUMAN REVIEW
We use artificial intelligence tools, automation tools, and workflow systems to help process inputs, conduct public research, generate analysis, draft report language, structure findings, and prepare deliverables.
This may include sending submitted information and public research context to third-party AI processing providers and related workflow tools.
Information used in AI-assisted processing may include:
- business information
- competitor information
- market or location information
- client-submitted copy or messaging
- monthly focus updates
- publicly available research sources
- report instructions and workflow context necessary to generate the deliverable
AI-generated content may be inaccurate, incomplete, outdated, or based on limited public information. Reports are intended as business guidance and analysis, not guaranteed statements of fact or guaranteed business outcomes.
Depending on the workflow or service stage, reports or outputs may also be reviewed, edited, approved, checked, reformatted, or quality-checked by a human before delivery.
6. PUBLIC WEB RESEARCH AND REVIEW SOURCES
Our reports may include analysis based on publicly available online information. This may include public review and reputation sources, but visible review data can vary by market, business, and platform.
We do not guarantee that:
- all competitors are found
- all visible reviews are reviewed
- all public information is current or complete
- all public sources are accurate
- a public claim reflects actual business performance
- every relevant market signal is discovered
- every visible wording change is captured
- every public review theme is representative of the broader customer base
If public evidence is thin or limited, our reports may reflect the trust, positioning, or conversion implications of that limitation rather than treat it as confirmed praise or complaint evidence.
7. HOW WE SHARE INFORMATION
We may share information with service providers and vendors that help us operate the business, such as providers of:
- payment processing
- subscription management
- website hosting
- forms and landing pages
- customer relationship management
- workflow automation
- AI processing
- cloud document creation and storage
- email sending and delivery
- spreadsheets, databases, and internal operations
- analytics
- support and security tools
- legal, accounting, tax, and compliance services
We share only the information reasonably necessary for those providers to perform services for us.
We may also disclose information:
- to comply with law, subpoena, court order, legal process, or government request
- to enforce our Terms of Service or other agreements
- to protect our rights, property, safety, customers, or business
- in connection with a merger, financing, acquisition, sale of assets, or business transfer
- with your consent or at your direction
We do not sell the business information, documents, or copy you submit to us for monetary consideration as part of providing this service.
8. PAYMENT PROCESSING AND SUBSCRIPTION MANAGEMENT
Payments, subscriptions, and related billing functions are handled in part by third-party payment and billing providers. Those providers may process personal and transaction information according to their own terms and privacy policies.
We may receive limited billing and subscription information back from those providers, such as:
- payment status
- invoice status
- subscription status
- failed payment status
- renewal status
- cancellation status
- partial customer billing details necessary to support the service
9. DOCUMENT GENERATION, PDF DELIVERY, AND TEMPORARY WORKING FILES
As part of preparing deliverables, we may create temporary working documents or similar internal files in cloud-based document systems. These working files may be used solely to assemble, format, convert, or send your final deliverable.
Our current process may include:
- generating a temporary working document
- converting or exporting that document into a final PDF or similar deliverable
- emailing the final deliverable as an attachment
- deleting the temporary working document after delivery or after internal processing is complete
Temporary working files may be deleted from our active systems after delivery, but copies of final delivered emails, attachments, internal records, or limited backups may remain for a reasonable period. Once a final report is delivered as an email attachment, the copy retained by the recipient is controlled by the recipient and not by us.
10. EMAIL COMMUNICATIONS
We may send:
- purchase confirmations
- onboarding emails
- focus update requests or reminders
- report delivery emails
- recurring monthly brief emails
- billing and subscription emails
- failed payment or account-status emails
- support replies
- administrative and service-related notices
- product or promotional emails where permitted by law
Some messages are transactional or service-related and may be sent even if you opt out of marketing communications. Marketing emails, where used, may include an unsubscribe option as required by applicable law.
11. COOKIES, PIXELS, ANALYTICS, AND SIMILAR TECHNOLOGIES
Our website and service providers may use cookies, pixels, scripts, analytics tags, and similar technologies to:
- operate the website
- remember user preferences
- measure traffic and site activity
- understand form and checkout activity
- improve performance and user experience
- support advertising or remarketing where applicable
- detect abuse, fraud, or unusual behavior
You may be able to control cookies through your browser settings, though some features may not work properly if cookies are disabled.
12. DATA RETENTION
We retain information for as long as reasonably necessary to:
- provide the service
- maintain active client records
- deliver recurring reports
- manage subscriptions, billing, and support
- troubleshoot issues
- comply with legal, tax, and accounting obligations
- resolve disputes
- enforce agreements
- protect our rights and business
- improve and secure the service
Retention may vary by data type. For example:
- active onboarding and business profile data may be retained while your account or subscription remains active
- billing and transaction records may be retained as required for accounting, tax, fraud prevention, or dispute handling
- temporary working documents may be deleted after a report is delivered
- logs, IDs, timestamps, and workflow records may be retained for internal operations and troubleshooting
- backups may persist for a limited period after deletion from active systems
You may request deletion of certain information by contacting us. We may decline or limit deletion where retention is necessary for legal compliance, billing records, security, dispute resolution, legitimate business interests, backup integrity, or enforcement of agreements.
13. DATA SECURITY
We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, use, disclosure, alteration, or destruction.
However, no website, cloud platform, AI provider, email provider, payment processor, document tool, or internet transmission can be guaranteed completely secure. You provide information at your own risk.
You are responsible for limiting what you submit to us and for redacting sensitive or unnecessary information before submission.
14. YOUR PRIVACY CHOICES AND RIGHTS
Depending on your location and the laws that apply, you may have certain rights regarding your personal information. These may include the right to:
- request access to certain personal information we hold about you
- request correction of inaccurate personal information
- request deletion of certain personal information
- request a copy of certain personal information
- object to or limit certain processing where applicable
- opt out of certain marketing communications
- appeal a denied privacy request where applicable
To make a privacy request, contact us at [email protected]. We may need to verify your identity and authority before responding. We may deny or limit a request where permitted by law.
15. U.S. STATE PRIVACY NOTICE
Residents of certain states may have additional privacy rights under applicable law. Where those laws apply to us, we will process covered personal information in accordance with those requirements.
If applicable, rights may include access, correction, deletion, portability, opt-out rights, and appeal rights. We will review privacy requests in light of the laws that apply to the request and the business at that time.
16. CHILDREN’S PRIVACY
Our services are intended for business users and adults. We do not knowingly collect personal information from children under 13, and our service is not directed to children.
If we learn that we have collected personal information from a child under 13 without appropriate authorization, we will take reasonable steps to delete it.
17. INTERNATIONAL USERS
Our service is primarily intended for users in the United States. If you access the service from outside the United States, your information may be transferred to, processed in, or stored in the United States or other countries where our service providers operate.
By using the service, you understand that those countries may have data protection laws different from those in your location.
18. THIRD-PARTY LINKS AND EXTERNAL SOURCES
Our website, forms, reports, or emails may contain links to third-party websites, review sites, public listings, competitor websites, payment providers, or other external resources. We are not responsible for the privacy, security, content, accuracy, or practices of those third parties.
19. CHANGES TO THIS PRIVACY POLICY
We may update this Privacy Policy from time to time. If we make changes, we will post the updated version and revise the Effective Date above. Your continued use of the website or services after an updated Privacy Policy becomes effective means you accept the revised version.
20. CONTACT US
If you have questions about this Privacy Policy or want to submit a privacy request, contact us at:
Coast Up
Email: [email protected]
Website: www.coastupai.com
TERMS OF SERVICE
Effective Date: 01/02/2026
Business Name: Coast Up
Product / Service Name: AI Revenue Drift Brief
Website: www.coastupai.com
Contact Email: [email protected]
Business Address: Texas, United States
These Terms of Service (“Terms”) govern your access to and use of AI Revenue Drift Brief, the website located at www.coastupai.com, and related services provided by Coast Up (“Company,” “we,” “us,” or “our”).
By purchasing, accessing, submitting information to, or using the services, you agree to these Terms.
If you do not agree, do not use the services.
1. SERVICE DESCRIPTION
AI Revenue Drift Brief is a business-to-business intelligence and reporting service that uses artificial intelligence, workflow tools, public web research, and internal report processes to prepare business analysis for local and service-based businesses.
The service may include, depending on the plan purchased or service period:
- Competitor complaint analysis
- Competitor praise analysis
- Current competitor positioning review
- Business drift analysis
- Buyer objection intelligence
- Lost estimate, proposal, package, listing, consultation, or offer analysis
- Recommended fixes
- Rewritten estimate, offer, listing, consultation, service-page, or next-step language
- Initial strategic briefings
- Monthly email briefings
- Public competitor signal review
- Customer-submitted estimate, proposal, offer, service-page, listing, or copy review
- Monthly focus updates submitted by the customer
- PDF report delivery by email
The service is delivered primarily by email and attached report files. Unless expressly stated in writing, the service does not include a client dashboard, real-time monitoring, live alerts, live consulting, live account management, ad management, SEO services, legal advice, financial advice, tax advice, compliance advice, or guaranteed business results.
2. BUSINESS-TO-BUSINESS USE ONLY
The service is intended for business use only.
By using the service, you represent and warrant that:
- You are at least 18 years old
- You have authority to act for the business submitting information
- You are using the service for business purposes
- You will provide accurate and lawful information
- You will not submit information you do not have the right to provide
- You understand that the service is designed for business users, not personal or consumer use
3. NO GUARANTEED RESULTS
We do not guarantee:
- More sales
- More leads
- More booked consultations
- More booked estimates
- Higher close rates
- Increased revenue
- Improved conversion rates
- Search ranking improvement
- Competitor behavior changes
- Customer behavior changes
- Accuracy of all public information
- That every competitor signal will be found
- That every review source will be found
- That every recommendation will work for your business
- That every report will identify every relevant issue
- That monthly briefs will capture every visible market change
- That the service will detect every wording change, trust signal, or public review trend
The service provides strategic observations and recommendations based on information submitted by you, publicly available information, AI-assisted analysis, workflow processes, and our report structure.
Business outcomes depend on many factors outside our control, including pricing, follow-up, sales execution, operations, customer service, reputation, market conditions, implementation quality, customer decision-making, and competition.
4. AI-GENERATED OUTPUT AND LIMITATIONS
The service uses artificial intelligence to help generate analysis, structure findings, summarize public information, and draft report language.
AI-generated output may be inaccurate, incomplete, outdated, speculative, or based on limited available information. You are responsible for reviewing any output before relying on it, publishing it, sending it to others, implementing changes, or making business decisions based on it.
AI output is not professional legal, financial, tax, accounting, medical, or compliance advice.
You agree that all recommendations are informational and strategic in nature. You remain solely responsible for your business decisions, public claims, edits, implementations, and actions.
5. PUBLIC COMPETITOR AND MARKET INFORMATION
Our reports may reference publicly available competitor or market information, including websites, reviews, public business profiles, offers, visible pricing cues, visible promotions, trust language, guarantees, warranty language, financing language, calls to action, public reputation signals, location pages, neighborhood pages, and public customer feedback.
We do not access private competitor systems, password-protected data, non-public accounts, confidential files, or confidential competitor information.
Public information may be outdated, incomplete, inaccurate, unavailable, misattributed, or misinterpreted. We do not guarantee that public competitor or market information is complete or current.
If evidence does not support that something recently changed, we may describe it as a currently visible signal rather than a confirmed recent change.
6. PERIODIC SERVICE; NO REAL-TIME MONITORING
Unless expressly agreed in writing, AI Revenue Drift Brief is not a real-time monitoring service.
The service is a periodic business intelligence service. Competitor signals, public information, and recommendations may be reviewed initially, monthly, or according to the plan purchased.
We do not guarantee instant alerts, immediate competitor-change detection, continuous monitoring, 24/7 tracking, or real-time reporting.
Any “What We’ll Re-check Next” or similar language in a report or email is intended as a description of the types of signals we expect to review again in future recurring service periods, not as a promise of a real-time, exact-match, or continuously stored tracking engine unless expressly stated otherwise in writing.
7. CUSTOMER SUBMISSIONS
To use the service, you may submit:
- Business information
- Website URL
- Service area or neighborhood focus
- Competitor names and URLs
- Estimate, proposal, package, offer, pricing, listing, service-page, or consultation text
- Business concerns
- Notes about what you believe is going wrong
- Monthly focus updates
- Revised copy you want reviewed
- Other business-related notes relevant to the service
You represent and warrant that:
- You have the right to submit all information you provide
- Your submissions do not violate any law or third-party rights
- Your submissions do not contain unnecessary sensitive personal information
- Your submissions do not contain protected health information, financial account information, government identification numbers, or confidential customer data unless properly redacted
- Your submissions are accurate to the best of your knowledge
8. PROHIBITED SUBMISSIONS
You agree not to submit:
- Social Security numbers
- Full credit card numbers
- Bank account numbers
- Medical records
- Protected health information
- Tax records
- Government identification documents
- Passwords or login credentials
- Private customer information unless properly redacted
- Information about children
- Illegal content
- Content you do not have the right to provide
- Trade secrets or confidential information belonging to someone else
- Defamatory, abusive, discriminatory, or unlawful content
We may reject, delete, or refuse to process any submission that appears to violate these Terms or create legal, security, operational, or reputational risk.
9. CUSTOMER RESPONSIBILITY
You are solely responsible for:
- Reviewing reports before relying on them
- Verifying facts before implementing recommendations
- Ensuring any customer-facing language is accurate
- Confirming your own warranties, guarantees, financing terms, pricing, timelines, and claims
- Ensuring your advertisements, offers, listings, guarantees, and claims comply with applicable law
- Deciding whether and how to implement recommendations
- Your business decisions and results
- Reviewing any rewritten language before publishing or using it
If a report includes a placeholder such as “[insert warranty terms],” “[insert financing details],” “[insert actual timeframe],” or similar language, you are responsible for filling in accurate information before using that language.
10. SUBSCRIPTIONS AND BILLING
Certain services are billed on a recurring monthly subscription basis.
By purchasing a subscription, you authorize us and our payment processor to charge your payment method for:
- The setup fee, if applicable
- The monthly subscription fee
- Any add-ons purchased
- Applicable taxes
- Any other agreed charges
Your subscription will renew automatically each month unless canceled according to these Terms.
11. CORE PLAN AND EXTRA COMPETITORS
The core plan includes up to five competitors unless otherwise stated on the checkout page or in writing.
Additional competitors may be added for an additional recurring monthly fee. The standard add-on price is $20 per additional competitor per month unless otherwise stated in writing.
Extra competitor add-ons may be charged separately from the core subscription and may continue on a recurring basis until removed, if offered that way on the checkout page or add-on form.
12. MONTHLY FOCUS UPDATES
Where offered, customers may submit monthly focus updates, including updated concerns and updated copy to review.
We may use the most recently submitted monthly focus update as the active instruction set for future recurring reports. Newer monthly focus updates may replace prior working instructions in active fields or workflow systems.
We are not responsible for customer confusion, missed priorities, or omitted review targets caused by conflicting, late, incomplete, or unclear monthly focus updates.
13. FAILED PAYMENTS
If payment fails, we may:
- Retry the payment
- Send payment reminders
- Pause report delivery
- Suspend access to the service
- Mark the account as paused
- Cancel the subscription
- Require payment before resuming service
You are responsible for keeping payment information current.
14. CANCELLATION
You may cancel your subscription by contacting us at [INSERT EMAIL] or through any cancellation method we make available.
Cancellation stops future billing. Cancellation does not automatically refund prior charges, setup fees, already billed monthly fees, completed work, or work already in progress.
If you cancel after a billing cycle begins, you may continue receiving service through the end of that paid cycle at our discretion, unless otherwise required by law.
15. REFUND POLICY
All sales are final unless otherwise stated in writing.
Because the service involves custom research, analysis, workflow processing, report generation, drafting, formatting, and delivery work that begins after purchase, payments are non-refundable once work begins or a billing period starts.
Unless otherwise stated in writing:
- Setup fees are non-refundable once onboarding begins or work has started
- Initial brief purchases are non-refundable once payment is submitted and work has started
- Monthly subscription fees are non-refundable once the billing period begins
- Extra competitor add-on fees are non-refundable once added for the billing period
- No refunds are provided for unused time in a monthly billing period
- No refunds are provided because you did not implement recommendations
- No refunds are provided because business results did not improve
- No refunds are provided because you changed your mind after work began
- No refunds are provided because public information was limited, incomplete, or did not produce the outcome you wanted
We may issue refunds, credits, or re-delivery at our sole discretion, but we are not obligated to do so.
16. DELIVERY TIMELINES
Delivery timelines are estimates only.
We may provide initial reports and monthly updates within a reasonable time after onboarding, payment, billing renewal, or the scheduled service date. Delivery may be delayed due to incomplete submissions, payment issues, technical issues, third-party outages, AI-tool limitations, service-provider interruptions, queue volume, review requirements, or the need for manual quality control.
We are not liable for delays caused by incomplete, conflicting, inaccurate, or late customer information.
17. SERVICE CHANGES
We may change, improve, pause, discontinue, or replace parts of the service at any time.
This includes changes to:
- Report structure
- AI models
- Workflow tools
- Email format
- PDF delivery method
- Pricing
- Add-ons
- Delivery method
- Research process
- Service providers
- Approval process
- Monthly focus update process
We may update the service to account for tool changes, provider changes, business needs, legal requirements, operational improvements, or reliability needs.
18. THIRD-PARTY SERVICES
The service may depend on third-party providers for payments, email delivery, document creation, automation, cloud storage, AI processing, website hosting, analytics, CRM, forms, or communication.
We are not responsible for outages, errors, security incidents, pricing changes, policy changes, service interruptions, blocked emails, delayed emails, third-party API limits, or other failures caused by third-party providers.
Your use of third-party services may be subject to their own terms and privacy policies.
19. AI PROVIDERS AND AUTOMATED PROCESSING
We may use AI providers and workflow tools to process submitted information, public research inputs, and report instructions to generate drafts, findings, summaries, and reports.
You understand that these providers may process customer submissions as necessary to provide the service, enforce policies, prevent abuse, or comply with law.
You are responsible for ensuring that you have the right to submit any information processed through the service.
20. INTELLECTUAL PROPERTY
We retain ownership of:
- Our website
- Service name
- Branding
- Prompts
- Templates
- Report structures
- Workflow designs
- Internal processes
- Business methods
- Copywriting frameworks
- Software configurations
- Non-customer-specific materials
You retain ownership of business information, estimates, proposals, offers, listings, and content you submit, subject to the license below.
21. LICENSE TO CUSTOMER SUBMISSIONS
You grant us a non-exclusive, worldwide, royalty-free license to use, process, reproduce, transmit, analyze, summarize, format, convert, store, and display your submissions solely as necessary to provide, improve, secure, troubleshoot, and support the service.
This license allows us to use your submitted information to create reports, generate email briefings, run AI-assisted analysis, create temporary working documents, convert reports into deliverable files, store records, send deliverables, and perform related service functions.
22. REPORT OUTPUT AND CUSTOMER USE
Subject to your payment and compliance with these Terms, you may use the final report and email brief for your internal business purposes.
You may use rewritten estimate, offer, next-step, consultation, listing, or service-page language in your own business after reviewing it for accuracy and legal compliance.
You may not resell, sublicense, copy, distribute, or commercialize our report templates, prompt structures, service methods, deliverable formats, or workflow structures as a competing service.
23. CONFIDENTIALITY
We will use reasonable efforts to keep non-public business information you submit confidential.
However, you should not submit sensitive, highly confidential, regulated, or unnecessary personal information.
Confidentiality does not apply to information that:
- Is publicly available
- Was already known to us without restriction
- Is independently developed by us
- Is received lawfully from another source
- Must be disclosed by law or legal process
- Is necessary to disclose to service providers to provide the service
24. ACCEPTABLE USE
You agree not to use the service to:
- Violate laws
- Violate third-party rights
- Generate false or misleading claims
- Defame competitors
- Create fake reviews
- Manipulate reviews unlawfully
- Suppress negative reviews unlawfully
- Harass or target individuals
- Process sensitive personal data improperly
- Upload information you do not have rights to use
- Reverse engineer, copy, or resell the service
- Interfere with our systems or service providers
25. REVIEW AND REPUTATION PRACTICES
The service may analyze public reviews, ratings, complaint themes, or visible reputation signals. It is not intended to help you generate fake reviews, suppress truthful negative reviews, incentivize improper reviews, or mislead consumers.
You are responsible for ensuring your review and reputation practices comply with platform policies and applicable law.
26. EMAIL COMMUNICATIONS
You agree that we may send transactional and relationship emails related to purchases, onboarding, focus updates, report delivery, monthly briefs, billing, failed payments, cancellations, support, and service operations.
If we send marketing emails, we will attempt to comply with applicable email laws, including requirements for accurate sender information, non-deceptive subject lines, physical mailing address disclosure, and opt-out mechanisms.
27. DISCLAIMERS
THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.”
TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, ACCURACY, COMPLETENESS, AVAILABILITY, AND ERROR-FREE OPERATION.
WE DO NOT WARRANT THAT:
- THE SERVICE WILL BE UNINTERRUPTED
- REPORTS WILL BE ERROR-FREE
- AI OUTPUT WILL BE ACCURATE
- COMPETITOR DATA WILL BE COMPLETE
- PUBLIC INFORMATION WILL BE CURRENT
- RECOMMENDATIONS WILL PRODUCE BUSINESS RESULTS
- YOUR REVENUE, SALES, LEADS, OR CONVERSIONS WILL IMPROVE
- EMAILS OR ATTACHMENTS WILL ALWAYS BE DELIVERED WITHOUT FILTERING, DELAY, OR BLOCKING
- EVERY PUBLIC REVIEW SOURCE WILL BE FOUND OR REVIEWED
- EVERY MONTHLY RE-CHECK ITEM WILL BE IDENTICAL TO THE PRIOR PERIOD’S LANGUAGE OR SOURCE SET
28. LIMITATION OF LIABILITY
TO THE MAXIMUM EXTENT PERMITTED BY LAW, [INSERT LEGAL BUSINESS NAME] WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, LOST REVENUE, LOST BUSINESS, LOST GOODWILL, LOST DATA, OR BUSINESS INTERRUPTION.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THE SERVICE WILL NOT EXCEED THE AMOUNT YOU PAID TO US FOR THE SERVICE IN THE THREE MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, OR $100, WHICHEVER IS GREATER.
Some jurisdictions do not allow certain limitations of liability, so some limitations may not apply to you.
29. INDEMNIFICATION
You agree to defend, indemnify, and hold harmless [INSERT LEGAL BUSINESS NAME], its owners, officers, contractors, service providers, agents, and affiliates from and against claims, damages, losses, liabilities, costs, and expenses, including reasonable attorneys’ fees, arising out of or related to:
- Your use of the service
- Your submissions
- Your implementation of recommendations
- Your business decisions
- Your violation of these Terms
- Your violation of law
- Your violation of third-party rights
- Your customer-facing claims, offers, guarantees, pricing, warranties, or advertisements
- Your submission of sensitive or unauthorized information
- Your misuse of AI-generated output
30. TERMINATION
We may suspend or terminate your access to the service if:
- You fail to pay
- You violate these Terms
- You submit prohibited information
- You misuse the service
- You create legal, security, operational, or reputational risk
- We discontinue the service
Termination does not relieve you of payment obligations incurred before termination.
31. GOVERNING LAW
These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law principles.
32. DISPUTE RESOLUTION
Before filing a claim, both parties agree to attempt to resolve disputes informally by written notice and good-faith discussion for at least 30 days.
Send dispute notices to:
If the dispute is not resolved informally, the parties agree that disputes will be resolved in the state or federal courts located in Texas, unless the parties agree in writing to arbitration or another dispute-resolution method.
If you want to add a separate arbitration clause or class-action waiver, have a qualified attorney draft or review it.
33. CHANGES TO TERMS
We may update these Terms from time to time. Updated Terms will be posted on our website with a new effective date.
Your continued use of the service after changes are posted means you accept the updated Terms.
34. CONTACT
If you have questions about these Terms, contact us at:
Coast Up
www.coastupai.com
Texas, United States