Corporate Visions

Online Terms of Service

These Online Terms of Service (“Terms”) apply to products and services offered by Corporate Visions, Inc. (“CVI”), an Indiana corporation. They govern your use of CVI’s offerings and are incorporated into any order form, statement of work (“SOW”), or similar agreement between you as the customer (“Customer”) and CVI. Customer and CVI are each a “Party” and jointly are “Parties.”

These Terms consist of:
1. Master Terms, which apply to all customers, regardless of the specific products or services purchased.
2. Product-Specific Terms, which apply only if you have purchased the relevant product or service.

Order of Precedence: If there is a conflict between these Terms, any Product-Specific Terms, and a signed SOW, the following order applies:
1. The signed SOW
2. Product-Specific Terms
3. Master Terms

1. Master Terms

1.1 Defined Terms. Capitalized terms used in this Agreement shall have the meaning assigned as noted below or as defined elsewhere in this Agreement:

Affiliate: Entity controlling, controlled by, or under common control with a Party, excluding private equity owners.
Confidential Information: Non-public information shared and marked (or understood to be) as confidential, excluding information publicly available, independently developed, or lawfully received from another source.
Customer Content: Content (e.g., videos, images, marketing inputs) provided by Customer or created using CVI platforms.
Customer Data: Personal Data processed on CVI platforms.
Customer Property: All Customer Confidential Information, Data, and Content, including IP rights.
CVI Property: All CVI Confidential Information, platforms, tools, training materials, and derivatives, including IP rights.
Data Protection Laws: Applicable data privacy laws (e.g., GDPR, CCPA).
Intellectual Property Rights: Rights under patent, copyright, trade secret, or similar laws.
License: Limited right to use Licensed Products under the Terms and SOW.
Licensed Products: CVI software, platforms, materials, and content provided under an SOW.
Licensed User: Customer personnel authorized to use Licensed Products.
Methodology: CVI’s proprietary know-how and processes.
Personal Data: Identifiable information about individuals or entities protected under Data Protection Laws.
Services: CVI professional services (e.g., consulting, training, content development).
Services Platform: CVI-hosted systems for accessing Licensed Products.
SOW: Any written agreement detailing services and products to be delivered.
Work Product: Deliverables created by CVI specifically for Customer, excluding embedded CVI Property.
Services and Licensed Products.

1.2 Scope and License Terms. CVI, its Affiliates, and their subcontractors will provide the Services, Licensed Products, and Work Product described in the applicable SOW. If a SOW specifies a business unit of Customer, only that unit may use the deliverables. Customer Affiliates may use deliverables under a SOW they sign or in which they are named. Customer and its Affiliates are jointly responsible for complying with these Terms. CVI has no obligation to deliver anything until a valid SOW is signed.

Subject to timely payment and compliance with these Terms and the applicable SOW:

CVI grants Customer a limited, non-exclusive, non-transferable license for the number of Licensed Users identified in the SOW, for the SOW term, for internal business use only. Customer may host Licensed Products only if explicitly permitted in writing by CVI. If CVI Property is included in Work Product, Customer receives a non-exclusive, non-transferable license to use it, unmodified, solely in connection with that Work Product.

1.3 Use Restrictions. Customer and Licensed Users must not:

Share CVI Property outside authorized users;
Use CVI Property to train third parties;
Modify, decompile, or reverse-engineer any CVI Property;
Export CVI Property without required approvals;
Disrupt or breach the security of CVI platforms;
Introduce malware;
Use the platform to violate laws or rights of others.

1.4 Passwords and Access. Customer is responsible for safeguarding passwords and all activity under user accounts. Failure to immediately report unauthorized use of passwords or user accounts shall be deemed a material breach of these Terms.

1.5 Suspension. If Customer breaches these Terms and fails to resolve the issue within 10 days of notice, CVI may suspend access to Licensed Products. Suspension does not waive any other rights or payment obligations.

1.6 Customer Content and Data

(a) Customer Content. Customer may provide CVI with content, materials, and other information for use in connection with the Services (“Customer Content”), including but not limited to branding assets, sales messaging, training artifacts, and business inputs. Customer retains all ownership rights in Customer Content. Customer grants CVI a non-exclusive, worldwide, royalty-free license to use, reproduce, display, distribute, and modify Customer Content solely as necessary to provide the Services to Customer.

(b) Customer Data. In the course of providing the Services, CVI may receive or generate data relating to Customer’s personnel, systems, and operations (“Customer Data”). Customer retains all ownership rights in Customer Data. CVI may use Customer Data solely to provide and support the Services, to fulfill its obligations under this Agreement, and to improve the quality and performance of its offerings. CVI will not use Customer Data for any other purpose without Customer’s prior written consent.

(c) Aggregated and Anonymized Data. CVI may aggregate and anonymize Customer Data in a manner that does not identify Customer or any individual, and may use such data to analyze service performance, improve offerings, and develop benchmarks, analytics, and other business intelligence.

(d) Customer Responsibilities. Customer represents and warrants that it has all necessary rights, consents, and permissions to provide the Customer Content and Customer Data and to authorize CVI to use them as described in this Agreement. Customer is solely responsible for the accuracy, quality, and legality of all Customer Content and Customer Data provided to CVI.

1.7 Subcontractors. CVI may engage its Affiliates and subcontractors to provide the Services or Licensed Products. CVI treats any acts or omissions by our subcontractors and delivery consultants as our own.

Critical Subcontractors. Certain critical subcontractors (such as technology hosting and infrastructure providers) are listed on CVI’s Trust Center (trust.corporatevisions.com), which CVI may update from time to time. Except as updated on the Trust Center, Customer acknowledges and agrees that these critical subcontractors may be engaged without further notice or consent.

Delivery Consultants. CVI may also use delivery consultants (including facilitators, videographers, and similar personnel) to support performance of the Services. CVI remains responsible for the acts and omissions of its Affiliates, subcontractors, and delivery consultants.

2. Term; Termination

2.1 Term of Agreement. This Agreement begins on the Effective Date and continues until its stated end date or earlier termination only as expressly permitted in this Agreement.

2.2 Term of SOWs. Each SOW will have the term specified in the applicable SOW (each, an “SOW Term”).

2.3 Termination for Cause. Either Party may terminate this Agreement or any SOW if the other Party:

(a) materially breaches this Agreement and fails to cure within 30 days after written notice;

(b) ceases business operations in the ordinary course; or

In addition, CVI may terminate this Agreement and all SOWs immediately if Customer or any Licensed User violates any license restriction or infringes CVI’s rights in the CVI Property and fails to cure within 10 days after notice.

2.4 Effect of Termination.

(a) Partial Termination. Termination of an individual SOW will not affect other SOWs. Termination of this Agreement will terminate only those SOWs expressly identified by the terminating Party. This Agreement will remain in effect for any SOW that continues after termination.

(b) Fees Due. Upon termination of any SOW, unless Customer has terminated for CVI’s uncured breach pursuant to Section 2.3, Customer will promptly pay:

(i) all fees indicated in the SOW, unless already paid; and,

(ii) all approved expenses incurred through the termination date.

(c) Access and Use Rights. Upon termination, Customer’s rights to use the Licensed Products and conduct workshops, trainings, or create derivative works using CVI intellectual property will immediately cease. Unless termination results from Customer’s breach, Licensed Users may continue to use materials received prior to termination, subject to this Agreement and only while employed or engaged by Customer. Customer must promptly delete all Licensed Products and related materials from non-archival systems and certify deletion upon CVI’s request. Use of CVI Property embedded in inseparable Work Product may continue under this Agreement.

(d) Customer Data and Content. Following termination, CVI may delete Customer Content and Customer Data in accordance with its data retention practices. Customer may request a copy within 30 days after termination and will pay CVI’s reasonable costs to assist with such transfer.

3. Fees; Payment Terms

3.1. Fees. All fees will be as set forth in the applicable SOW. Unless otherwise stated in an SOW, all fees are in U.S. dollars and exclusive of taxes. Fees paid, due, or otherwise payable under this Agreement or any SOW are non-refundable. However, if Customer terminates this Agreement due to CVI’s uncured material breach under Section 2.3, then CVI will refund any unused, prepaid fees covering the period following termination.

Customer is responsible for all sales, use, excise, and similar taxes imposed by any governmental authority on amounts payable under this Agreement, except for taxes on CVI’s income, gross receipts, personnel, or property. Customer agrees that any contract or invoicing instructions in an SOW may be relied upon by CVI to calculate applicable taxes.

3.2. Expenses.

A. For services performed onsite at Customer’s location or a location designated by Customer, Customer will reimburse CVI for all reasonable, pre-approved travel and out-of-pocket expenses (“Expenses”), it being agreed that Customer’s email approving the date and location of the onsite is deemed approval of the Expenses incurred from such onsite. Unless otherwisestated in the applicable SOW, Expenses will be invoiced at cost without markup.

B. Travel-related expenses will follow cost containment practices, including:

Coach airfare (business class for domestic flights exceeding 8 hours of total flight time and for intercontinental flights exceeding 6 hours of flight time) booked as non-refundable within 21 days prior to travel;
Mid-size rental cars or IRS-standard mileage rates for personal vehicles;
Daily meals capped at $125/day (subject to adjustment for inflation).
Shipping charges if Materials are being shipped to Customer location for any workshop(s).

SOWs may include non-binding estimates of Expenses for planning purposes, which do not limit Customer’s obligation to reimburse actual Expenses.

C. No terms included in a Customer-issued PO will have any force or effect and the terms in this Agreement and the applicable SOW shall control. Customer must also include in its PO reasonable estimates for:

Virtual workshop producer fees;
Travel estimates of $3,500 per consultant for domestic travel or at least $15,000 per consultant for intercontinental travel or travel with total flight time of 7+ hours.

If Customer needs additional information to prepare more precise travel estimates than the estimates set forth above, CVI will work with Customer to complete such precise estimates prior to the onsite event.

3.3. Payment. Unless otherwise stated in the applicable SOW, all fees and Expenses are due within 30 days of the invoice date. Interest will accrue on unpaid amounts beginning the day after the due date at 1.5% per month. Customer may not offset, delay, or withhold payments. If Customer disputes an invoice in good faith, it must notify CVI in writing within 30 days of the invoice date, specifying the disputed amounts and reasons. Customer must pay all undisputed amounts and cooperate with CVI to resolve the dispute.

Customer will reimburse CVI for collection costs if fees are determined or agreed to be owed. CVI will work in good faith with Customer’s invoicing instructions; however, payment is due as stated in the applicable SOW even if Customer fails to provide instructions or access (at no cost to CVI) to its invoicing platform.

If Customer pays by credit card, it will be responsible for any applicable processing or convenience fees (typically 3%).

4. Intellectual Property Ownership

4.1. Customer Property. Customer retains all right, title, and interest in and to its proprietary materials, data, and other intellectual property (“Customer Property”). Customer will make Customer Property available to CVI as reasonably necessary for CVI to perform the Services and develop the Work Product. Customer represents and warrants that it owns or otherwise has sufficient rights to grant CVI the rights to use the Customer Property as contemplated by this Agreement.

4.2. CVI Property. CVI retains all right, title, and interest in and to its proprietary materials, tools, methodologies, templates, software, know-how, and other intellectual property (“CVI Property”), including any CVI Property incorporated into or delivered with the Work Product. CVI reserves all rights not expressly granted in this Agreement. Customer and its Licensed Users receive no rights or licenses, express or implied, except as expressly provided. Customer agrees not to contest CVI’s ownership of the CVI Property.

4.3. Work Product. Upon full payment of all fees under the applicable SOW, Customer will own all right, title, and interest in and to the resulting Work Product, excluding any CVI Property embodied in the Work Product.

5. Confidentiality and Information Security.

5.1 Confidentiality

For purposes of this Section, “Disclosing Party” means the party disclosing Confidential Information, and “Receiving Party” means the party receiving it.

(a) Use and Disclosure.

The Receiving Party shall use the Disclosing Party’s Confidential Information only to the minimum extent necessary to fulfill its obligations or exercise its rights under this Agreement. It shall not disclose such information to any third party without the Disclosing Party’s prior written consent, except:

(i) to legal or financial advisers with a need to know, provided they are informed of the confidential nature of the information

(ii) to employees, consultants, or agents who require access to perform under this Agreement and who are bound by confidentiality obligations at least as protective as those in this Agreement

The Receiving Party remains fully responsible for any breach of this Section by such third parties.

(b) Care and Protection.

The Receiving Party shall protect the Disclosing Party’s Confidential Information with the same degree of care it uses to protect its own most sensitive information, but in no event with less than reasonable care. It shall promptly notify the Disclosing Party of any misuse, misappropriation, or unauthorized disclosure of Confidential Information.

If the Receiving Party is required by law, regulation, or court order to disclose any Confidential Information, it shall (unless prohibited) provide the Disclosing Party with prompt written notice so the Disclosing Party may seek a protective order or equivalent. The Receiving Party shall cooperate with any such efforts.

(d) Return or Destruction.

Upon termination of this Agreement or at the Disclosing Party’s request, the Receiving Party shall return or destroy all Confidential Information, except that it may retain copies as required by applicable law or its internal document retention policies. Any retained Confidential Information remains subject to this Agreement.

(e) Personal Data.

Personal Data shall be handled in accordance with applicable data privacy laws governing the Receiving Party’s performance under this Agreement.

5.2 Information Security

(a) Security Program.

CVI shall implement and maintain an information security program for its Services Platforms designed to:

(i) ensure the security and integrity of Customer Data

(ii) protect against anticipated threats or hazards to such security or integrity

(iii) prevent unauthorized access that has a direct material impact on the Customer or Customer Data

(b) Breach Notification.

CVI shall notify Customer of any unauthorized access to or disclosure of Customer Data, including corrective actions taken or planned.

CVI shall take reasonable steps to prevent the loss or alteration of Customer Data but does not guarantee against such events. Customer shall assist in recreating any lost or altered data.

(d) Customer Security Obligations.

Customer shall adopt reasonable security measures to protect its systems and any Licensed Products downloaded under an applicable SOW from unauthorized access, use, or disclosure.

(e) Audit Reports.

CVI shall obtain an annual third-party operational audit (SOC report) of its Services Platforms. Upon request, CVI shall provide the then-current SOC report to Customers licensed to use the applicable platform.

(f) Recovery Plan.

CVI does not warrant uninterrupted or error-free operation of the Services Platforms. However, it shall maintain and, in the event of a disaster, execute a business resumption and contingency plan (“Recovery Plan”) to restore normal operations. A summary of the Recovery Plan shall be provided upon Customer’s request.

Additional information regarding CVI’s security practices and current critical subcontractors is available at CVI’s Trust Center.

6. Warranties.

6.1 Mutual Warranties

Each party represents and warrants that:

(a) it has the full corporate authority to enter into this Agreement and perform its obligations

(b) its entry into and performance of this Agreement does not violate any agreement by which it is bound

(d) it will comply with applicable laws in performing its obligations under this Agreement

6.2 CVI Warranties and Remedies

CVI warrants that:

(a) the Services will be performed in a professional and workmanlike manner consistent with industry standards

(b) the Services Platforms will operate substantially in accordance with applicable documentation and user guides, as updated from time to time

If CVI breaches these warranties, Customer’s exclusive remedy is for CVI to re-perform the affected Services or restore the Services Platform. If CVI is unable to do so, Customer may recover the fees paid for the affected Services.

6.3 Disclaimers. Licensed Products other than Services Platforms, and all Work Products, are provided as is. CVI disclaims all other warranties, whether express or implied, including any implied warranties of merchantability, fitness for a particular purpose, or non-infringement. CVI does not warrant that the Services Platforms will be error-free or uninterrupted.

6.4 Customer Responsibilities.

A. Customer will use the Licensed Products and Services only for lawful purposes. CVI is not responsible for monitoring Customer Content and has no liability for claims arising from Customer Content, including those related to intellectual property, privacy, publicity, or legal compliance.

B. Customer is responsible for scheduling all Services under this Agreement and any SOW. If Customer does not arrange completion of Services within the applicable SOW term, any unpaid fees for those Services will become due at the end of that term, consistent with Section 2.4(b). Customer must consume all Licensed Products and Services during the SOW term in which they are provided. Unused Licensed Products and Services are non-refundable, and Customer remains obligated to pay for them.

C. Cancellation and rescheduling terms are governed by the applicable SOW. Canceling an event does not relieveCustomer of its payment obligations, and the parties will cooperate in good faith to reschedule.

7. Indemnity.

Each party will indemnify, defend, and hold harmless the other party and its Affiliates from and against any losses, damages, liabilities, costs, or expenses (including reasonable attorney’s fees) arising from any third-party claim to the extent caused by:

(a) the indemnifying party’s infringement or misappropriation of any intellectual property right enforceable in the United States

(b) the indemnifying party’s gross negligence or willful misconduct in connection with this Agreement

The indemnified party must provide prompt written notice of the claim, allow the indemnifying party to control the defense and settlement, and provide reasonable cooperation at the indemnifying party’s expense. The indemnifying party may not settle any claim without the indemnified party’s prior written consent if the settlement imposes any obligation on the indemnified party or does not include a full release.

This Section states each party’s sole indemnification obligations and the other party’s exclusive remedy for the claims described above.

8. Limitation of Liability.

Neither party will be liable to the other for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits or revenue, whether in contract, tort, or otherwise, even if advised of the possibility of such damages.

Except as provided below, each party’s total cumulative liability to the other for all claims arising out of or relating to this Agreement will not exceed the fees paid or payable under the applicable SOW during the 12 months preceding the event giving rise to the claim.

Notwithstanding the foregoing, each party’s total cumulative liability to the other for claims arising from breach of Section 5 (Confidentiality and Information Security) or for its indemnification obligations under Section 7 will not exceed two times the fees paid or payable under the applicable SOW during the 12 months preceding the event giving rise to the claim.

Nothing in this Section limits Customer’s obligation to pay fees due under this Agreement.

9. Miscellaneous.

9.1 Entire Agreement. This Agreement is the complete agreement between the parties and replaces all prior understandings. If there is a conflict between this Agreement and a SOW, the SOW controls for the specific Services or Licensed Products it covers.

9.2 Relationship of the Parties. The parties are independent contractors. This Agreement does not create a partnership, agency, employment, or fiduciary relationship.

9.3 Assignment. Neither party may assign this Agreement without the other’s consent, except in connection with a merger, acquisition, or sale of all or substantially all of its assets.

9.4 Modifications and Waivers. This Agreement may only be modified in a writing signed by both parties. A waiver of any breach does not waive other or later breaches.

9.5 Severability. If any part of this Agreement is found unenforceable, the rest remains in effect.

9.6 Notices. Notices must be in writing and sent to the addresses set out in the SOW or by confirmed email. Notices are effective on receipt.

9.7 Injunctive Relief. Either party may seek injunctive relief for actual or threatened breaches of confidentiality or license restrictions.

9.8 Non-Solicitation. During the term of this Agreement and for 12 months after, neither party will solicit or hire the other’s employees, except through general public job postings.

9.9 Governing Law and Disputes. This Agreement is governed by Delaware law, excluding conflict rules. The parties will try in good faith to resolve disputes before bringing a claim. Claims must be brought within two years of when they arise unless they relate to unpaid fees or license misuse.

9.10 Force Majeure. Neither party is liable for delays or failures due to events beyond its reasonable control, including natural disasters, war, or government action.

9.11 Insurance. CVI will maintain reasonable commercial insurance during the term of any active SOW. Proof of coverage will be provided upon request.

9.12 Execution. Each party confirms that its signer is authorized. Electronic signatures and counterparts are valid.

10. Product-SpecificTerms.

The following terms are specific to CVI Products and Services that Customer has actually purchased:

10.1 Bundles

CVI may offer packages that include multiple products or services together at a set or discounted price (“Bundles”). The specific Licensed Products and Services included in a Bundle are listed in the applicable Product Details, and the terms for each component are described in these Terms. CVI decides all pricing and discounts for Bundles at its discretion. No substitutions are permitted without advance written approval from CVI’s Chief Financial Officer. Since substitutions are generally discouraged, approval should not be expected. Each item in a Bundle is covered by the same terms that apply to it when purchased separately.

10.2 Digital Learning Modules (Self-Paced Training)

Access and License: Customer participants may receive access to CVI’s digital learning modules, eLearning, video challenges, conversation planners, and AI simulations (AI Sims”) as applicable and stated in the SOW . Licenses are non-transferable, limited to the named participants in the SOW, and valid for the SOW Term. Self-Paced Training may be purchased on its own or included in a Bundle.

Program Duration and Participation: Within the SOW Term or sooner if provided in the SOW, Participants must complete required learning and, if applicable, submit Fluency Challenge videos/documents on the provided timeline. Submissions made more than two weeks after the SOW Term may not be reviewed. If Fluency Coaching is included, CVI-certified consultants will review submissions, with consultant assignment at CVI’s discretion.

Customer Responsibilities:

Distribute CVI’s invitation emails with platform access instructions;
Designate a primary point of contact to coordinate planning and execution;
Ensure Customer’s IT department whitelists CVI-provided domains promptly upon execution of the applicable SOW.

10.3 Deal Coaching

A CVI consultant will review Customer-identified deals and provide deal-specific coaching using CVI skills and techniques. For full-day formats, sessions may last up to 2 hours per deal with a maximum of 3 deals per full day. For half-day formats, sessions may last up to 90 minutes per deal with a maximum of 2 deals per half-day). Virtual sessions do not require a virtual producer.

Customer will:

Submit a completed intake report for each identified deal at least 7 calendar days before the scheduled session. Each report should include relevant background, competitive information, and current messaging examples;
Designate a primary point of contact (“engagement champion”) to coordinate with CVI and ensure timely delivery of all required materials.

Following each session, CVI will deliver written recommendations tailored to the deal and any related

proposal or pitch materials.

10.4 Fluency Coaching

CVI will meet with Customer’s designated coordinator to clarify objectives, define the process flow, and confirm the coaching challenge and evaluation criteria.

Non-AI Fluency Coaching: Participants will receive a challenge assignment and must submit their responses to CVI within one week of receipt.

AI Fluency Coaching: Participants will access AI-driven simulations (“sims”) within their digital learning environment and may begin submitting responses immediately using the provided prompts.

10.5 Keynotes

A CVI consultant will deliver a keynote on a topic agreed with Customer.

Customer may record the keynote, subject to the following:

The recording is CVI Property, must credit CVI and a copy must be provided to CVI upon request;
Use of the recording is limited to Customer’s internal purposes and employees, and the recording may not be combined with other materials without CVI’s written consent;
The recording must be high quality and not reflect poorly on CVI or the consultant;
Customer must secure all necessary third-party permissions.

10.6 Delivery Days

Delivery Days must be used as described in the applicable SOW. For the purpose of an SOW, the terms “Delivery Days” and “Consulting Days” may be used interchangeably.

10.7 Content Development

CVI will provide the initial draft or other deliverables in the format specified in the SOW.

Customer Requirements:

Provide relevant messaging/content materials;
Provide access to subject matter experts as needed;
Complete and submit intake responses before production begins; timelines will be adjusted accordingly.

Review and Approval

Customer will coordinate and provide consolidated feedback on the initial draft;
CVI will provide a final draft. If Customer does not provide feedback or approval within 30 days of delivery of the initial draft, the draft will be deemed final and approved;
Missed review deadlines may extend project end dates subject to CVI’s availability;
Edits or revisions outside the agreed scope may result in additional fees and extended timelines at CVI’s discretion.

10.8 Impact Studies

CVI will conduct post-engagement measurement services (“Impact Studies”) to evaluate the effectiveness of prior CVI workshops or training programs for the number of participants specified in the applicable SOW. Customer will provide participant information, coordinate completion of the post-event assessment, and designate a point of contact for report review and scheduling of the follow-up call.

10.9 Workshops

Customer must consume all Licensed Products and Services during the SOW Term in which they are provided. Unused Licensed Products and Services are non-refundable, and Customer remains obligated to pay for them. Cancellation and rescheduling terms are set forth in the applicable SOW; however, canceling an event does not terminate Customer’s obligation, and the parties will cooperate in good faith to reschedule.

10.10 Train the Trainer

Where Customer has purchased Digital Learning Modules and has chosen certain of its Licensed Users (“Trainer Candidates”) to facilitate internal training on selected Licensed Products, Customer may purchase Train the Trainer workshops and certification as further described below:

Pre-work self-study (to be completed before the intensive workshop);
One Leader’s Guide and Leader Slide Deck per Trainer Candidate; Intensive Workshop: Trainer Candidates must complete the consultant-led intensive workshop. Preliminary certification is contingent on successful completion;
Failure to Pass: If a Trainer Candidate does not pass the intensive workshop, CVI may require either: attendance at another two-day live workshop or completion of a virtual Fluency Coaching program. Additional fees apply; method determined by CVI.

Certification Events:

A CVI consultant will support each Trainer Candidate’s first workshop (certification event);
Customer will pay the CVI consultant’s travel expenses;
Final certification approval is determined by CVI after successful completion of the certification event;
Failure to Certify: If a Trainer Candidate does not pass the certification event, a second event must be scheduled within 60 days. Additional certification event fees apply per Trainer Candidate.

CVI will provide written feedback and coaching to guide further preparation.

Post-Certification: Upon certification, CVI will provide a Memorandum of Understanding (MOU) outlining license terms and trainer expectations, including restrictions on delivery of CVI content after expiration or termination of the Customer’s license.

Prerequisites: Each Trainer Candidate must:

Complete the eLearning modules for the Licensed Product;
Attend a CVI-facilitated workshop for the same product;
Study and practice the Leader’s Guide and be prepared to deliver program components.

All training and certification rights are contingent upon Customer maintaining an active license for the relevant Licensed Product.

10.11 TruVoice

Access: Customer and its Licensed Users may access the TruVoice platform and use the modules listed in the applicable SOW during the SOW Term. All Customer Data collected or processed through the TruVoice platform will be handled in accordance with Section 1.6 and CVI’s information-security practices described at its Trust Center (trust.corporatevisions.com).

Standard Implementation: Includes configuration of the Customer’s TruVoice instance and activation of licensed modules. Customer is responsible for reviewing and approving the interview guide within the platform before launch.

Technical Implementation (excluding TV Essentials): Includes security review, domain authorization, CRM integration, SSO setup, and setup of iFrame or external web-content tools. CVI will provide onboarding guidance, including program socialization, user training, and best practices.

Respondent Incentives: If Customer elects to offer monetary incentives, CVI will assist in administering such incentives. All incentives must (a) be provided only as instructed by Customer, (b) be fully reimbursed by Customer, and (c) include a 10% administrative processing fee payable to CVI. Customer remains responsible for ensuring that respondent invitations and incentive practices comply with applicable privacy and anti-bribery laws.

Customer Success Services (excluding TV Essentials): CVI will provide ongoing support, including periodic cadence calls for insights review and program status, on a mutually agreed schedule.

Platform Support: CVI will provide reasonable assistance for access issues or performance not in accordance with the then-current documentation. Customer will provide first-line support for its users and may escalate technical issues through its designated representative. Support is available Monday–Friday, 8:30 AM to 5:00 PM MT (excluding CVI-observed holidays). CVI will use reasonable efforts to respond within 2 business days.

Customer Responsibilities: Customer will designate an internal program owner to coordinate with CVI, ensure timely feedback and approvals, and maintain accurate user information within the platform.

TruVoice Implementation Overview

10.12 Messaging

Scope: each engagement focuses on one buyer profile for a single enterprise, product, service, or solution. CVI will conduct the phases below, capture notes, prepare draft deliverables, and finalize deliverables with Customer. Phases are sequential and scheduled by mutual agreement. Customer delays in providing information, attending sessions, or providing feedback may affect session and delivery dates.

Engagement Phases:

Kickoff Call: Preliminary call with Customer’s engagement sponsor to review scope, expectations, key concepts, and targets;
Discovery Calls: Up to two calls with Customer representatives to review go-to-market strategy, target industries, and differentiators. Calls must be scheduled at least 7 days before the workshop; no intake calls will be conducted without such lead time;
Executive Alignment Call: Session with Customer sponsor and executives to review discovery findings and confirm target buyers, message framework, and included solutions/services;
Workshop Session(s): Number of sessions and maximum participants as set out in the Fees;
Review Call: Two-hour review within approximately 7 business days after the final workshop;
Design Kickoff Call (if applicable): Required when a Memorable Presentation™ is included, with Customer’s brand team and CVI Creative Director.

Deliverables & Feedback

CVI will provide initial drafts in the format identified in the Fees;
Customer will coordinate and provide consolidated feedback in one draft;
CVI will provide a final draft; if Customer does not provide feedback or approval within 30 calendar days of delivery, the draft will be deemed final and approved.

Customer Responsibilities

Provide access to relevant background information and subject matter experts;
Provide current brand guidelines, logo (transparent background), and RGB color palette (1–3 colors);
Designate an engagement champion to serve as primary contact and sign off on deliverables;
For onsite events: provide a facility with adequate space, U-shaped table, 4 flip charts, and multi-colored markers. (Room setup, AV list, and other requirements are detailed in CVI’s Logistics Toolkit/Coordinator’s Guide.);
Assign a coordinator to manage event planning, supported by CVI’s project manager.

Images in Messaging deliverables are licensed only for the specific presentation in which they appear and may not be used for other purposes without prior approval from CVI and the image owner.

10.13 Sales Process: Opportunity Management, Account Development, Sales Leadership System

Scope: each engagement focuses on one sales process for a single enterprise. CVI will conduct the phases below, capture notes, prepare draft deliverables, and finalize deliverables with Customer. Phases are sequential and scheduled by mutual agreement. Customer delays in providing information, attending sessions, or providing feedback may affect session and delivery dates.

Engagement Phases:

Kickoff Call: Preliminary call with Customer’s engagement sponsor to review scope, expectations, key concepts, and targets;
Discovery Calls: Up to two calls with Customer representatives to review go-to-market strategy, target industries, and current workflows. Calls must be scheduled at least 7 days before the workshop; no intake calls will be conducted without such lead time;
Executive Alignment Call: Session with Customer sponsor and executives to review discovery findings and confirm alignment to goals.
Workshop Session(s): Number of sessions and maximum participants as set out in the Fees;
Review Call: Two-hour review within approximately 7 business days after the final workshop;

Deliverables & Feedback

CVI will provide initial drafts in the format identified in the Fees;
Customer will coordinate and provide consolidated feedback in one draft;
CVI will provide a final draft; if Customer does not provide feedback or approval within 30 calendar days of delivery, the draft will be deemed final and approved.

Customer Responsibilities

Provide access to relevant background information and subject matter experts;
Provide current brand guidelines, logo (transparent background), and RGB color palette (1–3 colors);
Designate an engagement champion to serve as primary contact and sign off on deliverables;
For onsite events: provide a facility with adequate space, U-shaped table, 4 flip charts, and multi-colored markers. (Room setup, AV list, and other requirements are detailed in CVI’s Logistics Toolkit/Coordinator’s Guide.);
Assign a coordinator to manage event planning, supported by CVI’s project manager.

Images in deliverables are licensed only for the specific presentation in which they appear and may not be used for other purposes without prior approval from CVI and the image owner.

10.14 Emblaze Revenue Growth Community

Membership in the Emblaze Revenue Growth Community is offered by Corporate Visions, Inc. through its Emblaze division and is governed by the Online Purchase Terms and Conditions, which are incorporated by reference into this Agreement. https://emblazegrowth.com/terms-of-service

Unless otherwise stated in the applicable SOW, membership will run concurrently with the SOW Term and renew in accordance with the Online Purchase Terms and Conditions.

10.15 Precision Skills Assessment Services

Access and Use:
Customer and its Licensed Users may access CVI’s Precision Skills Assessment platform and use the assessment modules listed in the applicable SOW during the SOW Term. Licenses are non-transferable and limited to the number of Licensed Users identified in the SOW.

Support:
CVI will provide reasonable assistance for access issues or performance not in accordance with the then-current documentation for the platform.

Customer Responsibilities:
Customer will cooperate with CVI in providing requested feedback and sales-performance data to help validate and refine the assessment’s predictive accuracy.

10.16 Insight Videos

Scope: CVI will provide directing, video capture, voice-over capture, and postproduction services in developing video content for CVI-developed tools and training, using Customer talent (top salespeople, SMEs, and executives) to share best practices and “how to” perspectives.

Customer Responsibilities: Customer will ensure the availability of designated participants, locations, and any brand assets required for production. CVI retains all rights in its methodologies and production templates used in the video deliverables.

These terms are effective October 31, 2025.