Advisor Subscription
Terms & Conditions

 

These Terms & Conditions ("Agreement") govern your use of the Advisor subscription service ("Service") provided by Regan Agency ("we," "our," or "us"). By subscribing to Advisor, you ("Client") agree to the terms outlined below.

1. Service Description: Advisor is a monthly subscription-based business insights service designed to provide analysis and strategic recommendations based on your business data. The Service includes:

  • A monthly written report summarizing key insights, trends, and recommendations

  • Onboarding call and data access support

  • Ongoing email support during the subscription term

2. Client Responsibilities: To deliver your monthly reports, we rely on your timely completion of the onboarding process, including:

  • Submission of the onboarding form

  • Providing necessary access to business tools (e.g., Shopify, Square, Mailchimp, etc.)

  • Completing your onboarding call, if applicable

Failure to complete onboarding or provide data access may delay or prevent delivery of your monthly report.

3. Subscription & Payment: The Advisor subscription is billed monthly in advance at the rate stated at the time of signup. Subscription fees are non-refundable once a report has been delivered for that month.

4. Data Usage & Confidentiality: We respect the privacy of your business and take data confidentiality seriously. Unless otherwise agreed in writing:

  • We will not share your raw business data (including sales data, customer lists, email addresses, advertising metrics, etc.) with any third parties.

  • We may use generalized and anonymized results for promotional, benchmarking, or industry reporting purposes. Example: "One Advisor client saw a 25% increase in average order value after adjusting product bundles."

  • These summaries will never include your business name or identifying characteristics unless you have explicitly given consent.*

  • We will never share your monthly Advisor reports.

5. Intellectual Property: All Advisor reports and recommendations are created for your use only. You may not reproduce, sell, or share these materials outside your organization without written permission.

6. Cancellation & Termination: You may cancel your subscription at any time. Cancellation will be effective at the end of your current billing cycle. We reserve the right to terminate or pause your subscription if we are unable to deliver the service due to lack of data access or non-responsiveness.

7. Limitation of Liability: Regan Agency and its partners such as Main Street organizations shall not be liable for any indirect, incidental, special, or consequential damages arising out of or relating to your use of the Service. Recommendations are provided in good faith based on the available data and standard practices, and do not guarantee specific results. The Client assumes all risk for implementation and outcomes.

8. Changes to Terms: We reserve the right to modify these Terms & Conditions at any time. Updates will be posted to our website and will be effective immediately upon posting.

If you have any questions about these Terms, please contact bridget@regan.agency.

* If your subscription is being sponsored by a Main Street organization or similar, we may share your business name with your sponsor, along with the generalized results, solely for the purpose of evaluating our service’s effectiveness. We will never share your raw or specific data or customer information. Main Street organizations shall not be liable for any indirect, incidental, special, or consequential damages arising out of or relating to your use of the Service.