Master Services Agreement.
How to execute. Same paper for every brand. SweetNote's counter-signature is applied automatically, typically within minutes of Customer's commercial commitment; the counter-signed PDF lands in the Customer's portal at Settings → Contracts and is emailed to the contact on the Customer's account (see Section 14). We don't redline, structural fairness is the product, and accepting one brand's edits would compromise it for the next. Standard objections are pre-addressed inline; questions go to legal@thesweetnote.com. Why same paper →
1. Parties
This Master Services Agreement (the "Agreement") is entered into between The Sweet Note, Inc., a Delaware corporation operating the SweetNote B2B platform ("SweetNote"), and the business customer identified in the Order Form ("Customer"). SweetNote and Customer are each a "Party" and together the "Parties."
1.1 Certain definitions
The following defined terms apply throughout this Agreement. Other capitalized terms are defined where they first appear or in the DPA.
- "Operators" means Customer's employees, contractors, agents, and authorized third-party integrators who access or use the Services on Customer's behalf or under Customer's authorization. Customer is responsible under this Agreement for each Operator's compliance with this Agreement and the Acceptable Use Policy.
- "Order Form" means the per-study order document that attaches to and incorporates this Agreement and sets out the study's scope, volume, pricing, activation date, and term. The Order Form is also referred to as the "Study Order Form" or "SOW"; these three terms are used interchangeably in this Agreement and in the other documents that reference it, and each refers to the same instrument.
- "Engagement window" means the platform-locked thirty (30) day period that opens on a study's activation date, during which recipient engagement is measured for that study. Where this Agreement or any document that references it uses the phrase "campaign window," that phrase means the Engagement window. The Engagement window is distinct from (a) the campaign term (the Engagement window plus the Dashboard-access tail defined immediately below) and (b) the Outcome Attribution windows defined in the DPA Outcome Attribution Schedule.
- "Dashboard-access tail" means the twenty-four (24) month period beginning on the day a study's Engagement window closes, during which Customer's Operators have access in the Insights portal to that study's live dashboard, including filtering and cohort re-cuts. The tail is set to match the twenty-four (24) month aggregate-retention window in DPA Section 13. The study's settled study report (the readout, executive deck, and results export, as frozen at the close of the Engagement window) is not limited to the tail: as described in that Section, it is kept with no fixed end date and is available in the portal while Customer's workspace is open. Customer may export a study's results at any point, and any artifact Customer has exported or downloaded is Customer's to retain with no time limit. The Dashboard-access tail applies per study and is measured from that study's own window close.
2. The Services
SweetNote provides the SweetNote B2B platform (the "Services"), comprising:
- Per-recipient QR-code generation, activation, and routing.
- Hosted reveal pages personalized to Customer's brand and per-recipient configuration, or, where Customer elects it for a study, delivery of each scan to a web page Customer hosts (“direct delivery”; see the DPA, Section 4A).
- Hosting and adaptive delivery of Customer-supplied video creative.
- Capture of recipient engagement events (scan, video play, watch-depth, sentiment, CTA-click) under the split lawful bases described in the DPA and privacy notice: opening and pressing play under legitimate interest, the watch-depth measurement under opt-in consent, and the sentiment reaction and CTA-click as action-as-consent. On a direct-delivery study SweetNote captures only the scan.
- Brand-facing analytics dashboard. Cross-tenant industry benchmarks become available as a dashboard and deliverable feature once the SweetNote network reaches the sample-floor thresholds described in the DPA (k ≥ 10 other contributing brands per benchmark cell — the comparator is the network excluding Customer, so a cell unlocks at eleven brands in total — and n ≥ 25 recipients per cell); until thresholds are met, benchmark cells display as "Collecting" without exposing the underlying count.
- Optional Customer-configurable integrations, webhook event streams to Customer-chosen destinations (your CRM, warehouse, custom endpoints) and the Outcome Attribution feature governed by the DPA Outcome Attribution Schedule, available on request and configured per study.
- How it works and the security posture describe the supporting infrastructure.
The specific Services Customer subscribes to, the volume covered, and any custom configuration are described in the Order Form. Service availability commitments and service-credit remedies are set forth in Exhibit A (Service Level Agreement), which is incorporated into and forms part of this Agreement. Where Customer is a Public Entity, Exhibit B (Public Entity Terms) is likewise incorporated and supersedes the provisions it names.
3. Customer obligations
3.1 Acceptable Use Policy (AUP)
The platform-wide Acceptable Use Policy at thesweetnote.com/legal/aup.html is incorporated into this Agreement by reference and binds Customer, Customer's Operators, Customer's authorized third-party integrators, and any other person acting on behalf of or with the authorization of Customer in connection with the Services. Customer is responsible under this Agreement for ensuring that such persons comply with that Policy. The content-specific obligations in this Section 3.1 supplement, and do not limit, the platform-wide Policy. Customer agrees that all video creative, recipient lists, and other content Customer submits to SweetNote will:
- Comply with all applicable laws (including data-protection, anti-discrimination, intellectual-property, and advertising laws);
- Not contain content that is unlawful, defamatory, harassing, hateful, obscene, sexually explicit, or that exploits minors;
- Not infringe the intellectual-property, privacy, or publicity rights of any third party;
- Include only likenesses for which Customer holds appropriate releases (the senders or representatives appearing in Customer-supplied videos);
- Not include likenesses of recipients or third parties unless those individuals have given appropriate consent directly to Customer;
- Not solicit, induce, or facilitate violations of any law or third-party right.
SweetNote does not run automated content moderation on Customer-supplied videos in the B2B service (see DPA §14.2); content compliance rests on Customer's AUP attestation.
AUP enforcement procedure. If SweetNote believes Customer has breached the AUP, SweetNote will notify Customer in writing identifying the specific content or conduct at issue and the AUP provision SweetNote believes has been breached. Customer has five (5) business days from such notice to cure the breach or to respond in writing disputing SweetNote's determination, except that SweetNote may suspend Services immediately and without prior notice in cases of (i) content that on its face is illegal under U.S. federal or state law (e.g., child sexual abuse material, content directly incitative of imminent violence), (ii) ongoing or imminent material harm to recipients, third parties, or SweetNote's infrastructure, or (iii) a court or governmental order requiring suspension. Where Customer disputes SweetNote's determination in writing within the cure window, SweetNote will reconsider the determination in good faith; Customer's dispute may be escalated through the dispute-resolution procedure in Section 13.2. Termination for an uncurable AUP breach is governed by Section 5.
3.2 Recipient business purpose and notice
Customer is the data controller (or, under CCPA / CPRA terminology, Business) for recipient Personal Data. Customer is responsible for establishing the basis for recipient processing under applicable U.S. law (typically Customer’s documented business purpose arising from an existing relationship with the recipient, supplemented by recipient consent captured through the reveal-page’s analytics-consent ribbon for the consent-gated watch-depth measurement and by the action-as-consent mechanism for the reaction and CTA-click events) and for providing recipients with appropriate notice of Customer’s data practices. SweetNote supports this with the consent infrastructure built into every SweetNote-hosted reveal page; on a direct-delivery study, the notices and any consents on Customer’s own page are Customer’s (DPA Section 4A). The substantive determination of the lawful basis for processing remains Customer’s.
3.3 Account credentials and access
Customer is responsible for the security of its dashboard credentials, API keys, and webhook signing secrets. Customer must notify SweetNote promptly (security@thesweetnote.com) of any suspected unauthorized access.
4. Fees and payment
Fees and payment terms are set out in the executed Order Form (and per-study SOWs that reference this Agreement). SweetNote prices research studies, not subscriptions. Each study is a single line item priced per the published formula:
- Per-study formula: $500 base + per-recipient charge + methodology premium + Outcome Attribution add-on (optional, included at no charge when enabled), the per-recipient charge computed per the published graduated rate bands (each band's rate applies only to the recipients within that band) and the methodology palette. Same number for every Customer at the same study size, and a larger study never costs less than a smaller one.
- Additional deck cut: $750 per deck, charged only when Customer orders one. It is a separate, fully rendered deck on the same study's data led by a different cohort dimension, billed on its own invoice at the published price. Customer may always re-arrange or re-lead its own deck export at no charge.
- Activation-date-gated resolution: Deliverable artifacts (QR ZIP, variable-data CSV) become available the moment commercial commitment is recorded (credit-card authorization or SOW countersignature). Reveal pages render on the Customer-specified activation date, provided that (i) payment for the study has been received (on the credit-card path, at checkout; on the invoice path, when the invoice is paid) and (ii) Customer’s video creative for the study is then available to serve. The video is the reveal, so a study whose video cannot be served does not open: a printed code that resolves to an empty reveal is the one outcome this gate exists to prevent, and the hold is released automatically as soon as servable video creative is in place. Where Customer has elected at scoping to supply video creative after commitment (so that Customer can obtain deliverable artifacts during print lead time), reveal pages additionally do not render until Customer has confirmed in-portal that the video creative is correct. If the activation date has passed by the time those conditions are met, the study opens as soon as they are, except that where Customer elected to supply video creative after commitment, SweetNote may ask Customer to choose a new activation date. SweetNote never opens a study before its activation date. Any such delay is not a SweetNote failure to perform. Settlement timing (card capture, invoice payment receipt, including ACH settlement of an invoice paid by bank account) does not gate artifact unlock: Customer receives its QR codes and variable-data file at commercial commitment, before funds settle, so print lead time is never spent waiting on settlement. Reveal-page resolution does require payment to have been received: on the invoice path, a study whose activation date arrives before the invoice is paid opens when the invoice is paid. On a direct-delivery study, scans are forwarded from the activation date once the study is paid; no video condition applies. Firm across all payment paths.
- Pre-activation cancellation: Customer may cancel a study at any time before it activates and receive a refund of the study fee, less a non-refundable processing fee of three percent (3%) of the study fee. Customer exercises this right from the study’s page in the SweetNote portal, or by written notice to support@thesweetnote.com; SweetNote confirms in writing and issues the refund to the original payment method. Cancellation permanently retires every QR code issued for that study (on a direct-delivery study, retired codes reach Customer’s fallback page). This right holds even where QR codes have been generated and Customer has downloaded the deliverable artifacts: those codes do not resolve to a recipient before activation, and SweetNote retires them on refund, so they carry no residual value to Customer. Once a study activates and reveal pages begin resolving to recipients, fees are non-refundable except as set out in Sections 5, 8, 10.3, 13.12 and 13.13, and in Exhibit A.
- The processing fee is a flat, stated percentage, applied uniformly to every Customer, at every study size, on every payment method. It is a price term of this Agreement; it is not a pass-through or a recovery of SweetNote’s actual transaction costs on any particular payment.
- No processing fee is deducted where the cancellation is not a change of position by Customer. The study fee is refunded in full, with no deduction, where the refund arises under: termination for SweetNote’s uncured material breach (Section 5); the warranty remedy (Section 8); an IP Claim (Section 10.3); a change of control in which the successor is a competitor of Customer (Section 13.12); force majeure (Section 13.13); the uptime-termination right (Exhibit A); a methodology review that SweetNote does not return within the published turnaround; Customer’s objection to a new subprocessor (DPA Section 8); or, where Customer is a Public Entity, a failure or withdrawal of appropriation (Exhibit B §B.8). Where SweetNote cancels a study or is unable to deliver it, no processing fee is deducted.
- Where a study was invoiced and the invoice has not been paid, no amount has been received, nothing is refunded, and no processing fee arises.
- Every study is priced through the same published formula. Customer's per-study price is identical to every other Customer's price at the same study size. No volume discounts, negotiated rates, subscription fees, loyalty curves, retainer discounts, or tiered pricing. The only departure SweetNote may make is the one-off concession described in Section 13.18(vi), which is not a rate, a tier, or a program.
- No founding-partner discount. Founding Partners pay the published price on the same formula as every other Customer. SweetNote does not offer, and this Agreement does not contemplate, a founding-partner discount, coupon, or negotiated rate. There is accordingly no carveout to the same-paper covenant in Section 13.18.
- Precision commitment (Founding Partners). For a Founding Partner's first study, the parties agree a precision target at scoping (a maximum half-width of the 95% confidence interval on the study's pre-declared comparison endpoint), and SweetNote records it on the Order Form before countersignature. The commitment applies only where the Order Form shows that recorded target; an Order Form that shows none carries no precision commitment for that study. If the settled study report does not reach that target, SweetNote will credit the methodology premium for that study. The base fee and the per-recipient charge are not credited. Where the pre-declared comparison endpoint is measured on a base of recipients who scanned (rather than on the full randomized recipient base), SweetNote records on the Order Form, alongside the precision target, an assumed scan rate on which that target is calculated; the precision commitment is conditional on the realized scan rate meeting or exceeding that assumed rate, because the width of the interval on such an endpoint is determined by how many recipients scan, which depends on Customer's recipient list and is not within SweetNote's control. The commitment does not apply where the shortfall is attributable to a Customer-side change after activation (including without limitation a reduction in the recipient list, a delay in shipping, or a change to the reveal configuration) or to a realized scan rate below the assumed scan rate so recorded, and it is Customer's sole and exclusive remedy for a study that does not reach its precision target. The credit is applied against the invoice for that study or, where already paid, refunded within thirty (30) days.
Fees are billed in U.S. dollars and are exclusive of taxes, withholdings, and currency-conversion fees, which are Customer's responsibility. Late payments on invoiced studies accrue interest at 1.0% per month or the maximum rate permitted by law, whichever is lower.
5. Term and termination
This Agreement is per-study; there is no subscription, no auto-renewal, and no minimum commitment beyond the studies Customer has actively scoped. Each per-study Order Form attaches to this Agreement on execution and defaults to the term of the underlying study (the Engagement window plus the Dashboard-access tail, each as defined in Section 1.1). This MSA itself remains in force for so long as Customer holds an active or pending Order Form with SweetNote, or until terminated under this Section.
Either Party may terminate this Agreement immediately on written notice if the other Party (a) materially breaches this Agreement and fails to cure within 30 days of written notice; (b) becomes insolvent, files for bankruptcy, or makes an assignment for the benefit of creditors; or (c) violates the Acceptable Use Policy in a manner that cannot be cured. SweetNote may suspend Services without termination for AUP violations pending investigation. Customer may also terminate this Agreement for chronic SLA failure as provided in Exhibit A §A.5; the carveouts and refund provisions in Exhibit A §A.5 apply to such termination.
Refund on termination for SweetNote's uncured breach. If Customer terminates under clause (a) above for a material breach by SweetNote that SweetNote failed to cure within the 30-day cure period, Customer receives (i) a full refund of fees paid for any study still in pre-activation status as of the termination effective date, and (ii) a pro-rated refund for the unexpired portion of any study that is active (post-activation) at that date, calculated based on the remaining engagement-window days (mirroring the change-of-control refund in Section 13.12). Such refunds are in addition to any accrued Service Credits under Exhibit A and do not limit any other remedy available to Customer, subject to the liability framework in Section 9.
6. Intellectual property
6.1 SweetNote IP. SweetNote retains all right, title, and interest in the SweetNote platform, including software, dashboards, methodologies, benchmarks, documentation, trademarks, and any improvements or derivatives. Customer receives a non-exclusive, non-transferable, non-sublicensable license to use the Services for the purposes described in the Order Form during the term.
6.2 Customer IP. Customer retains all right, title, and interest in Customer-supplied content, including video creative, recipient lists, brand assets, copy, and configuration. Customer grants SweetNote a worldwide, royalty-free license to host, transmit, store, display, and process Customer-supplied content solely as necessary to provide the Services and consistent with the DPA.
6.3 Aggregate insights. Customer grants SweetNote a perpetual, irrevocable, worldwide, non-exclusive, royalty-free, sublicensable license to use, reproduce, modify, and publish data derived from Customer's use of the Services after de-identification (as defined in California Civil Code § 1798.140(m) and analogous state-law definitions) and after aggregation at the sample-floor thresholds described in the DPA (k ≥ 10 other contributing brands per benchmark cell (the comparator is the network excluding Customer, so a cell unlocks at eleven brands in total) and n ≥ 25 recipients per cell for the portal benchmark, with elevated thresholds of k ≥ 15 contributing brands per cell and n ≥ 50 recipients per cell for external academic publications, plus the cell-merge transformations, noise-injection controls, 30-day-prior-publication notification, and per-publication exclusion right described in DPA Section 4 ("Anti-reverse-identification controls")) for the following purposes: (a) computing and publishing cross-tenant industry benchmarks; (b) improving the Services and SweetNote's research methodology, including but not limited to publication of methodology findings, instrument validation results, and aggregate behavioral patterns in pre-print working papers (including but not limited to the Social Science Research Network) and peer-reviewed academic journals; (c) producing internal product analytics; and (d) submitting de-identified aggregate data to research data repositories (such as the Open Science Framework) where pre-registration of methodology or replication of results requires public availability of the analysis dataset, provided that the dataset is floor-compliant (k ≥ 15 / n ≥ 50 for academic publication — a property of the published dataset itself, so counted raw; k ≥ 10 other contributing brands / n ≥ 25 for the portal benchmark, on the leave-one-out comparator defined above) and individual brands or recipients are never identified. No published benchmark, paper, or dataset under this license identifies Customer or any individual recipient. Customer's rights under DPA Section 4 to be notified at least thirty (30) days before public posting of any academic output to which Customer's contribution materially contributed, and to request exclusion of Customer's contribution from any specific publication, are contractual rights independent of this license and are not waived by Customer's grant of the license. This license survives termination of this Agreement with respect to data already de-identified and aggregated as of the date of termination.
7. Attribution, publicity, and Founding-Partner participation
7.1 Voluntary attribution (no pricing impact)
Any Customer may, at its option, agree to participate in any of the following. Except where a Customer accepts the Founding-Partner participation terms in Section 7.2, each item below is voluntary, recorded in an Order Form addendum, and has no effect on Customer's per-study price (pricing terms are set in Section 4).
- Named case study. Customer agrees to participate in a named case study covering the campaign methodology and (anonymized) outcomes, published on the SweetNote site after the campaign concludes. SweetNote will provide the proposed case-study language to Customer and will not publish it until Customer approves it. Customer's approval will not be unreasonably withheld, and Customer will provide approval or comments within ten (10) business days of receipt. Because a published case study is an endorsement under the FTC Endorsement Guides (16 CFR Part 255), SweetNote will clearly and conspicuously disclose any material connection — for example, that Customer is a named Founding Partner, or that Customer received a named citation, founder access, the Section 4 precision commitment, or an introduction to prospects, in connection with participation. No discount is or has been offered for participation (Section 4), so no discount is ever among the connections disclosed. SweetNote will not publish a performance figure that is not substantiated by the underlying study data; Customer's quoted statements reflect Customer's honest opinion and actual experience.
- Cross-tenant benchmark seeding. Customer's anonymized, aggregated campaign metrics contribute to the SweetNote cross-tenant benchmarks described in Section 6.3 above. Customer's specific data is never visible to other Customers. (This contribution happens by default for every study delivered on SweetNote-hosted reveal pages at the sample-floor threshold; direct-delivery studies do not contribute; opting in to seed attribution simply acknowledges Customer as an early contributor.)
- Named citation in external academic publication. Customer agrees to be identified by name (organization name only; never recipient-level data) as a contributing dataset in any SweetNote pre-print working paper or peer-reviewed academic publication that draws on data from Customer's studies. Cited datasets are still presented in aggregate at the elevated k ≥ 15 / n ≥ 50 academic-publication floor; the named citation is acknowledgment of contribution only, not a separate data disclosure. Customer may withdraw the named-citation opt-in at any time before publication submission; withdrawal does not affect data already de-identified and aggregated into the broader analysis under the perpetual Aggregate Insights license in Section 6.3 above. Founding-Partner Customers accept the named-citation grant as part of their Founding-Partner participation per Section 7.2 (and may rescind only by relinquishing Founding-Partner status and the associated benefits in Section 4 and Section 7.2).
- Reference availability. Customer agrees to make reasonable efforts to be available for occasional reference calls of approximately thirty (30) minutes, at mutually agreeable times, to vetted prospects whom SweetNote introduces. No minimum number of calls is required and declining any particular call is not a breach. Reference availability is acknowledgment-of-availability only; Customer is under no obligation to make any particular representation or endorsement during such calls.
7.2 Founding-Partner participation terms
Founding-Partner status is not exchanged for a price concession; SweetNote offers no founding-partner discount (Section 4). The consideration flowing to a Founding Partner is the precision commitment in Section 4, the named citation in Section 7.1, and the founder access and pre-lock input on the methodology. A Customer elects Founding-Partner status in writing at scoping; SweetNote confirms the election in writing, and the precision target it carries is recorded on the Order Form under Section 4. In consideration of those benefits, a Customer that elects Founding-Partner status accepts the participation terms below.
These terms are elective. A Customer may purchase any study at the published price without accepting any of them, and Founding-Partner status may be relinquished at any time on the wind-down mechanics stated at the end of this Section 7.2.
- (a) Name, logo, and trademark license. Customer grants SweetNote a limited, non-exclusive, worldwide, royalty-free, non-sublicensable license to use Customer's name, logo, and trademarks (the “Customer Marks”) solely to identify Customer as a SweetNote customer and Founding Partner in SweetNote's website, marketing and sales materials, case studies, and investor and fundraising materials. SweetNote will use the Customer Marks in accordance with any written brand guidelines Customer supplies and will submit the first use of the Customer Marks in a given medium for Customer's approval (not to be unreasonably withheld or delayed). Customer represents that it owns or controls the Customer Marks and that this grant does not violate any third-party right. Customer may revoke this license on thirty (30) days' written notice; revocation is prospective only and does not require SweetNote to recall, alter, or destroy materials already printed, published, or distributed before the revocation takes effect. SweetNote retains no rights in the Customer Marks beyond this license, and all goodwill from SweetNote's use inures to Customer.
- (b) Published case study. Customer agrees to participate in a named case study on the terms in Section 7.1 (including the ten-business-day approval process). For a Founding Partner this participation is an expected deliverable rather than an option, subject to Customer's good-faith approval right over the published language and to Customer's right to relinquish Founding-Partner status.
- (c) Reference availability. Customer agrees to the reference-availability commitment described in Section 7.1, on a reasonable-efforts basis. No minimum number of calls is required, and declining any particular call is not a breach.
- (d) Named citation. Customer accepts the named-citation grant described in Section 7.1 for any SweetNote working paper or peer-reviewed publication that draws on Customer's study data, on the aggregate-only terms stated there.
- (e) Endorsement disclosure (FTC). The parties acknowledge that a Founding Partner's case study, reference statements, and quotes constitute endorsements or testimonials under the U.S. Federal Trade Commission's Endorsement Guides (16 CFR Part 255). SweetNote will clearly and conspicuously disclose the material connection in any published endorsement or testimonial. Founding Partners receive no discount; the material connection to be disclosed is that the Customer is a named Founding Partner who received the Section 4 precision commitment, named citation, and founder access in connection with participation. Customer represents that any statement Customer provides reflects Customer's honest opinion and actual experience, and SweetNote will not publish in a case study any performance figure that is not substantiated by the underlying study data.
A Founding Partner may rescind the participation terms in this Section 7.2 only by relinquishing Founding-Partner status and the associated benefits (the Section 4 precision commitment, the named citation, and founder access). On rescission, the license in 7.2(a) winds down on the prospective-revocation mechanics stated there, and the reference and named-citation commitments cease prospectively.
8. Warranties and disclaimers
8.1 SweetNote warranty
SweetNote warrants that the Services will be provided with reasonable care and skill and substantially in accordance with the SweetNote documentation linked from this Agreement at the time of execution (the "Documentation"). The Documentation may be updated from time to time as the Services evolve; updates to the Documentation that materially reduce the functionality SweetNote committed to at execution are subject to the change-of-terms process in DPA Section 16. Customer's exclusive remedy for a SweetNote breach of this warranty is, at SweetNote's option, to (a) re-perform the affected Services to bring them into conformity, or (b) refund fees prepaid by Customer for any study not yet activated as of the breach. Claims for damages arising from a breach of this warranty are additionally subject to the Limitation of Liability in Section 9 and the Indemnification framework in Section 10.
Estimates computed from Customer's own inputs are not Documentation. Where the Services calculate a figure from commercial inputs Customer supplies (for example, the cost-per-response, return-on-spend, payback and break-even figures on the Results tab, which use Customer's own gift costs and per-unit values), that figure is an illustrative calculation on Customer's assumptions, not a warranted output, and the warranty above covers only that the calculation is performed as the Documentation describes. Those inputs are Customer's Confidential Information under Section 11. They are not Personal Data, are used only to compute Customer's own figures, and do not enter the cross-tenant benchmark.
8.2 Customer warranties — general
Customer warrants that (a) it has all necessary rights and consents to provide the content and recipient data it submits to SweetNote; (b) the individual executing this Agreement on its behalf has full authority to bind Customer; (c) Customer's use of the Services will comply with all applicable laws, including data-protection, anti-discrimination, intellectual-property, advertising, and unsolicited-communication laws; and (d) Customer is not subject to any U.S., U.K., E.U., U.N., or other applicable sanctions regime that would prohibit Customer from purchasing the Services or that would prohibit SweetNote from providing the Services to Customer.
8.3 Customer warranties — recipient lists
For every recipient list Customer uploads to the SweetNote platform, Customer represents and warrants that, as of the date the list is uploaded and as of every date on which the list is used to generate or send a SweetNote moment under a per-study SOW:
- (a) Lawful basis. Customer has established a lawful basis under every applicable privacy law to send a SweetNote moment to each recipient on the list and to allow SweetNote to process each recipient's Personal Data as Customer's processor under the DPA. Applicable privacy laws include without limitation the California Consumer Privacy Act / California Privacy Rights Act, the Virginia Consumer Data Protection Act, the Colorado Privacy Act, the Connecticut Data Privacy Act, the Utah Consumer Privacy Act, the Texas Data Privacy and Security Act, the Oregon Consumer Privacy Act, the Tennessee Information Protection Act, the Montana Consumer Data Privacy Act, the Delaware Personal Data Privacy Act, the Iowa Consumer Data Protection Act, the New Hampshire Data Privacy Act, the New Jersey Data Privacy Act, the Minnesota Consumer Data Privacy Act, the Maryland Online Data Privacy Act, the Rhode Island Data Transparency and Privacy Protection Act, the Kentucky Consumer Data Protection Act, the Indiana Consumer Data Protection Act, the Nebraska Data Privacy Act, the Florida Digital Bill of Rights, and any other US state data-protection law applicable to the recipients on the list.
- (b) Required consents obtained. Where applicable privacy law requires recipient consent for the type of contact contemplated under the per-study SOW (including but not limited to CCPA "right to opt out of sharing" requirements and any equivalent state-law requirement), Customer has obtained and documented such consent prior to upload, and is able to produce evidence of consent within a commercially reasonable period upon SweetNote's request.
- (c) Notice provided. Customer has provided each recipient with notice of Customer's data practices in a form sufficient to meet Customer's obligations under each applicable privacy law, including notice that Customer may engage service providers (such as SweetNote) to deliver and measure the recipient's engagement with brand moments.
- (d) No minors. The recipient list does not include any individual under eighteen (18) years of age, consistent with the recipient-eligibility warranty in DPA Section 4. For the avoidance of doubt, SweetNote does not knowingly process the personal information of any child under thirteen (13) in any context, and Customer is responsible for excluding minors from every recipient list it uploads.
- (e) No suppression-list violations. The list does not include any recipient who has unsubscribed from Customer's communications, opted out of marketing or measurement, or is otherwise on Customer's documented internal suppression list for the type of communication contemplated.
- (f) Authentic relationship. The list represents recipients with whom Customer has an authentic relationship (donor, customer, alumnus, member, employee, partner, prospect with documented business basis, or other relationship Customer has independently established). The list was not acquired in a manner that would constitute a violation of any data broker's terms of service or any source's published terms of use, and was not assembled solely by scraping, harvesting, or purchasing from a source that prohibits such use.
- (g) Truthful data. The recipient list is accurate to Customer's reasonable knowledge as of the upload date. Customer is responsible under Section 10.4 for any third-party claim arising from material inaccuracy in the list (including misdelivery to a recipient who is not the intended recipient).
- (h) Disclosed third-party access. Customer has disclosed, in its own privacy notice or other appropriate recipient-facing instrument, the existence of third-party service providers that process recipient Personal Data on Customer's behalf in support of brand-moment delivery and measurement. Customer need not name SweetNote specifically, but the existence of such service providers must be disclosed in a form consistent with each applicable privacy law's "service provider disclosure" or analogous requirement.
SweetNote does not independently verify any of the warranties in this Section 8.3. The warranties in this Section run from Customer to SweetNote, are material to SweetNote's willingness to provide the Services, and breach of any warranty in this Section triggers Customer's indemnification obligations in Section 10.4. Customer's obligation to maintain the warranties in this Section survives for so long as recipient Personal Data from the list remains in the SweetNote platform.
8.4 Customer attestations — randomized methodologies
For per-study SOWs that scope a randomized methodology under which Customer's execution choices materially affect the validity of the causal claim (specifically, the Gift A/B methodology and the Gift Lift methodology, and any successor methodology that depends on per-variation execution parity), Customer makes the following additional attestations at the time of scoping, each of which is a contractual representation and warranty under this Agreement and not solely a user-interface acknowledgment:
- (a) Execution-identical attestation. Customer represents that every element of campaign execution other than the randomized variable (in Gift Lift, the one declared physical difference between the two arms: the gift, the card design, the format, or the insert; in Gift A/B, the gift or piece assigned to each of the 2 to 5 variations) will be held identical across all variations in the SOW, including, except where it is itself the declared difference, the card or insert design, the envelope, the carrier, the postal class, the send-window cadence (no more than 48 hours between groups), the per-recipient personalization fields, the QR placement and the reveal, and any other element capable of confounding the causal estimate. Customer acknowledges that breach of this attestation invalidates the causal verdict the SOW contemplates and constitutes a material breach of this Agreement.
- (b) Randomization-honor attestation. Customer represents that the per-recipient variation assignment recorded by SweetNote and exported in the
variation_assignmentcolumn of the variable-data CSV will be respected at fulfillment — that is, the recipient identified by qr_token X with variation assignment A will receive the artifact associated with variation A, and only that artifact; no substitution, no re-randomization at the Customer's fulfillment partner, and no Customer-driven correction of variation-count imbalance after randomization is locked. Customer is responsible for ensuring that any third-party fulfillment partner Customer engages (Lob, Snappy, Sendoso, or any other) honors the variation assignment exactly as exported.
These attestations are presented for Customer's affirmative acceptance in the SweetNote scoping interface at the moment Customer launches a Gift A/B or Gift Lift study and are captured in the per-study SOW. The attestations bind Customer for the entirety of the engagement window. Breach triggers Customer's indemnification obligations in Section 10.4 and SweetNote's termination rights in Section 5.
8.5 Disclaimers
EXCEPT FOR THE WARRANTIES EXPRESSLY STATED ABOVE, THE SERVICES ARE PROVIDED "AS IS" AND SWEETNOTE DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTY ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.
9. Limitation of liability
9.1 General cap
EXCEPT AS SET OUT IN SECTIONS 9.2 (HIGHER CAP FOR DATA-PROTECTION INCIDENTS AND IP INDEMNIFICATION) AND 9.3 (UNCAPPED LIABILITY), EACH PARTY'S AGGREGATE LIABILITY UNDER THIS AGREEMENT FOR ALL CLAIMS, REGARDLESS OF THE LEGAL THEORY, IS LIMITED TO THE GREATER OF (A) THE AMOUNT OF FEES PAID BY CUSTOMER TO SWEETNOTE UNDER THIS AGREEMENT IN THE 12 MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) TWO HUNDRED FIFTY THOUSAND U.S. DOLLARS ($250,000) (the "General Cap").
9.2 Higher caps for data-protection incidents and indemnification (two separate caps)
The General Cap in Section 9.1 does not apply to the following two categories of claims, each of which has its own dedicated cap:
- (a) Data-Protection Cap. Each Party's aggregate liability arising from or relating to a Security Incident, data breach, or other violation of the DPA (including the DPA Outcome Attribution Schedule) is limited to the greater of (i) two times (2×) the General Cap or (ii) five hundred thousand U.S. dollars ($500,000) (the "Data-Protection Cap").
- (b) Indemnification Cap. Each Party's aggregate liability for indemnification obligations under Section 10 (including both SweetNote's IP indemnification and Customer's content / AUP indemnification) is limited to the greater of (i) two times (2×) the General Cap or (ii) five hundred thousand U.S. dollars ($500,000) (the "Indemnification Cap"). Every Customer indemnification obligation under Section 10.4 sits under this cap, for every Customer; none is uncapped, except for the matters in Section 9.3(b) and 9.3(d). SweetNote's defense of Security Incident claims under Section 10.1 is governed by the Data-Protection Cap in clause (a), not by this cap.
The $500,000 figure operates as a minimum cap; each cap scales upward in proportion to Customer's fees through the 2× multiplier on the General Cap. For Customers whose 12-month fees exceed $250,000, the Data-Protection Cap and the Indemnification Cap each rise above $500,000 (e.g., $1M in 12-month fees yields a General Cap of $1M, a Data-Protection Cap of $2M, and an Indemnification Cap of $2M).
The Data-Protection Cap and the Indemnification Cap are independent ceilings; an event that triggers both caps may result in recovery up to the sum of the two caps. The General Cap in Section 9.1 does not apply additively to claims falling under Section 9.2.
9.3 Uncapped liability
Nothing in this Agreement limits either Party's liability for: (a) breach of confidentiality obligations under Section 11, except that any claim arising from a Security Incident, data breach, or other violation of the DPA (including the DPA Outcome Attribution Schedule) is not uncapped under this clause (a) — including where such a claim is also characterized as a breach of confidentiality — and is instead governed exclusively by the Data-Protection Cap in Section 9.2(a); (b) gross negligence, fraud, or willful misconduct; (c) a Party's payment obligations for fees owed under an executed Order Form; (d) any liability that cannot be excluded or limited under applicable law (including, where applicable, claims for personal injury or death caused by negligence). Customer's indemnification obligations under Section 10.4 are not uncapped: subject to clauses (b) and (d), each sits under the Indemnification Cap in Section 9.2(b), for every Customer (see also Exhibit B §B.2).
9.4 Exclusion of consequential damages
EXCEPT FOR THE UNCAPPED LIABILITIES IN SECTION 9.3, NEITHER PARTY IS LIABLE FOR ANY INDIRECT, CONSEQUENTIAL, INCIDENTAL, SPECIAL, OR EXEMPLARY DAMAGES, OR FOR LOST PROFITS OR REVENUE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. For clarity, the foregoing exclusion does not apply to: (a) Customer's direct damages arising from a Security Incident or other breach by SweetNote of the DPA, including breach-response costs, regulatory fines properly assessed against Customer, notification costs, and credit-monitoring services provided to affected recipients (such damages are direct and remain subject to the Data-Protection Cap in Section 9.2(a)); or (b) amounts owing under the indemnification obligations of Section 10 (subject to the Indemnification Cap in Section 9.2(b) or, for SweetNote's Security Incident defense under Section 10.1, the Data-Protection Cap in Section 9.2(a)).
9.5 Insurance
SweetNote maintains, at its expense, commercially reasonable business insurance appropriate to the Services for the duration of Customer's active engagement, comprising: (a) Commercial General Liability with a per-occurrence limit of not less than $1,000,000 and an aggregate limit of not less than $2,000,000; (b) Cyber Liability covering data-breach response, regulatory defense, and third-party privacy liability, at limits appropriate to engagement size and data scope; and (c) Professional Liability (Errors & Omissions) with a per-claim limit of not less than $1,000,000 and an aggregate limit of not less than $2,000,000. The limits stated in (a) and (c) are floors; SweetNote reviews all coverages as engagement size and data scope warrant, and the Certificate of Insurance described below evidences the limits actually in force. On Customer's written request to legal@thesweetnote.com, SweetNote will request from its carrier a Certificate of Insurance evidencing the foregoing coverages; the carrier typically issues the certificate within 1–2 business days. Where Customer's procurement process requires it, SweetNote will, on Customer's written request to legal@thesweetnote.com, name Customer as an additional insured on its Commercial General Liability policy on a primary and non-contributory basis, with waiver of subrogation, per the policy's blanket endorsements; this grant applies to the Commercial General Liability policy only, and the endorsed Certificate of Insurance typically issues within 1–2 business days. For the avoidance of doubt, the liability framework in Sections 9.1 through 9.4 (including the General Cap, Data-Protection Cap, Indemnification Cap, and uncapped-liability carveouts) governs Customer's recovery independent of any insurance-recovery framework.
Notice of lapse, cancellation, or material reduction. SweetNote will notify Customer in writing within five (5) business days of any lapse, cancellation, non-renewal, or material reduction in any of the coverages required by this Section 9.5. SweetNote will use commercially reasonable efforts to bind replacement coverage on equivalent terms without interruption; if a replacement cannot be bound within thirty (30) days of the notice, Customer may, on written notice, suspend new study purchases under this Agreement until coverage is restored.
10. Indemnification
10.1 SweetNote indemnification
SweetNote will defend Customer against any third-party claim alleging that the SweetNote platform, as provided by SweetNote and used by Customer as permitted under this Agreement, infringes an issued U.S. patent, a U.S. copyright (whether registered or unregistered), a U.S. trademark, or a trade secret as defined by the U.S. Defend Trade Secrets Act or applicable state law (each, an "IP Claim"), and SweetNote will pay all damages, costs, and reasonable attorneys' fees finally awarded against Customer or agreed in settlement (subject to Section 9.2).
Security Incident claims. SweetNote will also defend Customer against any third-party claim, including a proceeding brought by a regulator, to the extent it arises from a Security Incident affecting Personal Data in the custody of SweetNote or its subprocessors, and will pay the damages, the fines and penalties assessed against Customer (to the extent an indemnity for them is permitted by law), the costs and the reasonable attorneys' fees finally awarded against Customer or agreed in settlement. This obligation is subject to the Data-Protection Cap in Section 9.2(a) and to the procedure in Section 10.5, except that where the claim is a proceeding brought by a regulator against Customer, Customer may elect to control its own defense with counsel of its choice, SweetNote paying the reasonable costs of that defense within the Data-Protection Cap and being consulted before any settlement. It does not extend to the part of a claim caused by Customer's own breach of this Agreement or the DPA.
10.2 IP indemnification carveouts
SweetNote's obligations under Section 10.1 do not apply to the extent an IP Claim arises from: (a) Customer-supplied content, recipient data, brand assets, or other materials Customer provides to or through the Services; (b) modifications to the Services made by Customer or any third party at Customer's direction; (c) combination of the Services with any third-party product, service, or content not provided or approved in writing by SweetNote; (d) Customer's use of the Services outside the scope permitted by this Agreement; (e) Customer's continued use of an allegedly infringing portion of the Services after SweetNote has notified Customer of the claim and provided a non-infringing alternative under Section 10.3; or (f) Customer's settlement of an IP Claim without SweetNote's prior written consent.
10.3 SweetNote's remedies for an IP Claim
If the Services become, or in SweetNote's reasonable opinion are likely to become, the subject of an IP Claim, SweetNote may at its option and expense: (a) procure for Customer the right to continue using the affected portion of the Services; (b) modify the affected portion to be non-infringing while preserving substantially equivalent functionality; (c) replace the affected portion with non-infringing functionality of substantially equivalent capability; or (d) if (a)–(c) are not commercially reasonable, terminate the affected Order Form on written notice to Customer and refund any fees prepaid by Customer for studies not yet activated as of the termination effective date. The remedies in this Section 10.3 are Customer's exclusive remedies and SweetNote's entire liability for an IP Claim, subject to Section 9.2.
10.4 Customer indemnification
Customer will defend SweetNote against any third-party claim arising from: (a) Customer-supplied content (including video creative, written copy, brand assets, and recipient lists) that violates the AUP, infringes any third-party right, or violates any applicable law; (b) Customer's recipient list, the lawful basis for recipient processing, or Customer's failure to provide required notice or consent to recipients, including any breach of the recipient-list warranties in Section 8.3(a) through (h); (c) Customer's representation that all recipients are adults under applicable law (DPA Section 4 and MSA Section 8.3(d)) or that recipient lists exclude minors; (d) Customer's breach of Section 3 (Customer obligations) or the platform-wide Acceptable Use Policy; (e) Customer's tax, withholding, or remittance obligations on payments to SweetNote; (f) Customer's representation that the signatory had authority to bind Customer; (g) Customer's combination of the Services with products, services, or data that SweetNote did not provide or approve; (h) Customer's breach of the execution-identical attestation in Section 8.4(a) or the randomization-honor attestation in Section 8.4(b), including any third-party claim that the resulting study materially misrepresented a causal effect because Customer or Customer's fulfillment partner did not honor the attestation; or (i) any claim by a recipient or by a third party acting on a recipient's behalf alleging that the recipient was contacted without lawful basis, without required notice or consent, or in violation of any applicable suppression list, opt-out, or unsubscribe instruction. Customer will pay all damages, costs, and reasonable attorneys' fees finally awarded against SweetNote or agreed in settlement (subject to Section 9.2). Every indemnification obligation of Customer under this Section 10.4 is subject to the Indemnification Cap in Section 9.2(b). Where Customer is a Public Entity, this Section 10.4 is modified by Exhibit B: every obligation is capped (§B.2), each applies only as law and appropriation permit (§B.3), and Customer indemnifies but does not defend (§B.4).
10.5 Indemnification procedure
The Party seeking indemnification (the "Indemnified Party") will: (a) give the indemnifying Party (the "Indemnifying Party") prompt written notice of the claim (Indemnifying Party's failure to receive prompt notice will reduce its obligations only to the extent the delay materially prejudiced its defense); (b) give the Indemnifying Party sole control of the defense and settlement of the claim, provided that the Indemnifying Party will not enter into any settlement that imposes any non-monetary obligation, admission of liability, or unindemnified payment on the Indemnified Party without the Indemnified Party's prior written consent (such consent not to be unreasonably withheld); and (c) reasonably cooperate with the Indemnifying Party in the defense at the Indemnifying Party's expense. The Indemnified Party may participate in the defense at its own expense with counsel of its choice. Clause (b) does not apply where Customer is a Public Entity and is the Indemnifying Party; Exhibit B §B.4 governs instead.
11. Confidentiality
11.1 Definition
"Confidential Information" means any non-public information disclosed by one Party (the "Disclosing Party") to the other (the "Receiving Party") in connection with this Agreement that is either (a) marked or designated as confidential at the time of disclosure, (b) disclosed in a manner that a reasonable person would understand to be confidential given the nature of the information and the circumstances of disclosure, or (c) regardless of marking, includes: SweetNote's product roadmap, source code, security architecture, pricing methodology, customer lists, benchmark methodology, and pre-publication research outputs; Customer's recipient Personal Data, recipient lists, brand strategy, financial information, and study results; and the terms of this Agreement and any Order Form.
11.2 Exclusions
Confidential Information does not include information that the Receiving Party can demonstrate: (a) was lawfully in the Receiving Party's possession before disclosure by the Disclosing Party, without confidentiality obligation; (b) is or becomes generally available to the public other than through the Receiving Party's breach of this Agreement; (c) was independently developed by the Receiving Party without use of or reference to the Disclosing Party's Confidential Information; or (d) was lawfully received from a third party without confidentiality obligation.
11.3 Use and protection
The Receiving Party will: (a) protect the Disclosing Party's Confidential Information using at least the same degree of care it uses to protect its own confidential information of similar sensitivity, and in any event no less than a reasonable standard of care; (b) use Confidential Information solely to perform under or exercise rights under this Agreement; and (c) limit disclosure to its employees, contractors, and professional advisors who have a need to know and who are bound by confidentiality obligations no less protective than those in this Section 11.
11.4 Compelled disclosure
If the Receiving Party is compelled by law, court order, or regulatory inquiry to disclose Confidential Information, the Receiving Party will (to the extent legally permitted) promptly notify the Disclosing Party in writing so that the Disclosing Party may seek a protective order or other appropriate remedy. The Receiving Party will disclose only that portion of the Confidential Information that is legally required and will use reasonable efforts to obtain confidential treatment of the disclosed information.
11.5 Term and remedies
Confidentiality obligations survive termination of this Agreement for five (5) years following termination, except that obligations with respect to information that constitutes a trade secret survive for as long as the information remains a trade secret under applicable law. The Parties acknowledge that breach of this Section 11 may cause irreparable harm for which monetary damages would be inadequate, and that the non-breaching Party may seek injunctive or equitable relief in addition to any other remedies available at law.
12. Data protection
The processing of Personal Data under this Agreement is governed by the executed Data Processing Agreement ("DPA"). The DPA is incorporated by reference and forms part of this Agreement. In the event of conflict between this Agreement and the DPA on data-protection matters, the DPA controls.
12.1 Operational audit rights
Distinct from the data-protection audit rights in DPA §12 (which cover SweetNote's processing of Personal Data under the DPA), Customer is entitled to a general operational audit of the SweetNote services Customer uses, subject to the following conditions:
- Frequency. Not more than once per calendar year, except where a confirmed material breach of this Agreement warrants a follow-up audit (additional audits in that case are not capped).
- Notice. Customer provides at least thirty (30) days' written notice to legal@thesweetnote.com, identifying the scope, the auditor, and the requested timing window.
- Scope. The audit covers (a) SweetNote’s compliance with this Agreement’s service-delivery, security, retention, and pricing-consistency commitments, (b) SweetNote’s SOC 2 / equivalent reports, configuration attestations, and policy documents, (c) on-site or remote review of the controls described in the DPA where Personal Data is in scope. The audit does not extend to other SweetNote Customers’ data, SweetNote proprietary code or trade secrets, or matters unrelated to Customer’s engagement.
- Costs. Customer bears its own audit costs (including the auditor’s fees and Customer’s personnel time) unless the audit identifies a material breach of this Agreement by SweetNote, in which case SweetNote reimburses Customer’s reasonable audit costs.
- NDA-gated. The auditor must be bound to confidentiality terms no less protective than those in Section 11 of this Agreement before SweetNote provides any non-public material.
- Substitutes. SweetNote may, at its option, satisfy an audit request by providing the most recent SOC 2 report then available (Type 1 first, Type 2 once completed per the staged timeline in DPA §12), a written attestation from SweetNote's authorized signatory, or both, in lieu of an on-site or remote auditor visit; Customer accepts such substitution where it reasonably establishes the controls in scope.
12.2 SweetNote staff access to Personal Data
SweetNote operates an internal privacy hard-wall across the operator tooling its personnel use to run the Services. Those internal surfaces read aggregate, de-identified data only: no internal surface — including the founder's — exposes a per-recipient reaction, per-recipient engagement timing, or any name-attached engagement signal, and routine platform operation, analytics, and support neither require nor grant per-recipient identity access. Authorized SweetNote personnel access recipient-identifying Personal Data (recipient names and any addresses Customer supplied) only through the logged data-subject-request fulfillment path described in DPA §10, which records each such access in the audit log retained under DPA §13. This control is described for recipients in the SweetNote privacy notice §9.
13. General provisions
13.1 Governing law. This Agreement is governed by the laws of the State of Delaware without regard to its conflict-of-laws principles. Where Customer is a Public Entity, this clause does not apply and Exhibit B §B.5 governs instead.
13.2 Dispute resolution, informal negotiation and mediation prerequisite. Before either Party files any action in court, the Parties will attempt to resolve the dispute in good faith as follows: (a) Notice of dispute, the disputing Party will send written notice to the other Party (per the Notices clause below) describing the dispute and the relief sought, and the Parties will discuss the dispute in good faith for at least thirty (30) days after the notice; (b) Mediation, if the dispute is not resolved during the informal-negotiation period, the Parties will submit the dispute to non-binding mediation under the American Arbitration Association Commercial Mediation Procedures (or such other mediation service as the Parties mutually select), with a single mediator and a mediation period of up to sixty (60) days from the request for mediation; mediation fees and the mediator's costs are shared equally; each Party bears its own attorneys' fees during mediation. The Parties will participate in mediation in good faith. Neither Party is required to accept any settlement proposal. Court action is permitted only after the mediation period has ended without resolution, except as set out in the Carveouts paragraph below.
13.3 Venue. Subject to the Carveouts paragraph below, the Parties consent to the exclusive jurisdiction of the state and federal courts located in Wilmington, Delaware for any action arising from or relating to this Agreement, and waive any objection to such venue on grounds of forum non conveniens or otherwise. Where Customer is a Public Entity, this clause does not apply — venue is non-exclusive and lies in Customer's own jurisdiction per Exhibit B §B.5, and no forum objection is waived.
13.4 Carveouts to the mediation prerequisite and venue. Either Party may, without first proceeding through the informal-negotiation or mediation steps, seek a temporary restraining order, preliminary injunction, or other equitable relief in any court of competent jurisdiction to: (a) protect its intellectual property rights; (b) enforce its confidentiality rights under Section 11; (c) prevent unauthorized use, disclosure, or misappropriation of trade secrets or Confidential Information; or (d) prevent imminent and irreparable harm for which monetary damages would be inadequate. The Parties acknowledge that disputes of this nature require immediate judicial intervention and are not suited to the mediation process. No class-action or representative-action waiver. The Parties do not waive any right to participate in a class action or representative action; this Agreement does not contain an arbitration clause or class-action waiver.
13.5 Notices. All notices under this Agreement must be in writing and delivered by email to legal@thesweetnote.com (for notices to SweetNote; notices may also be sent by courier or mail to The Sweet Note, Inc., 526 Calle Cuervo, Arroyo Grande, CA 93420, which is also SweetNote's address for service of process) and to the email address Customer designates in the Order Form (for notices to Customer). Notices are deemed received upon delivery confirmation, or one (1) business day after transmission if no delivery-failure notification is received by the sender, whichever occurs earlier. Customer will notify SweetNote within five (5) business days of any change to the email address designated for notice; failure to update the address does not invalidate notices properly sent to the address most recently on file. Notices of termination, breach, indemnification claims, or assignment must additionally be marked "Legal Notice, Action Required" in the subject line.
13.6 Order of precedence. In any conflict among the documents that together govern the Parties' relationship, the order of precedence is: (a) the DPA controls on data-protection matters per Section 12; (b) the DPA Outcome Attribution Schedule controls on Conversion Data and outcome-attribution matters when in force; (c) the DPA Recipient-Level Export Schedule controls on the recipient-level export and Export Data matters when in force; (d) the executed Order Form (Study Order Form / SOW) controls on study-specific terms (pricing, scope, schedule, deliverables) for that study; (e) Exhibit B (Public Entity Terms) controls, where Customer is a Public Entity, on the matters it addresses; (f) Exhibit A (Service Level Agreement) controls on service-level matters; and (g) this Agreement controls in all other respects. Where two or more documents address the same subject without conflict, all apply.
13.7 Authority to bind. Each Party represents and warrants that the individual executing this Agreement (or accepting it on behalf of the Party through clickwrap, counter-signature, or other electronic means) has full authority to do so and to bind the Party to its terms.
13.8 Counterparts and electronic signatures. This Agreement may be executed in counterparts, each of which is deemed an original, and all of which together constitute one and the same instrument. The Parties consent to execution by electronic signature, clickwrap acceptance in the SweetNote portal, or auto-generated counter-signature PDF. Electronic execution is enforceable under the federal Electronic Signatures in Global and National Commerce Act (E-SIGN), the Uniform Electronic Transactions Act (UETA) as adopted in Delaware and other applicable states, and analogous laws. The Parties waive any defense to enforceability based on the electronic form of execution.
13.9 Independent contractors. The Parties are independent contractors. Nothing in this Agreement creates a partnership, joint venture, agency, employment, or franchise relationship between the Parties. Neither Party has authority to bind the other or to incur obligations on the other's behalf.
13.10 No third-party beneficiaries. This Agreement is for the benefit of the Parties and their permitted successors and assigns only. No third party (including any recipient, employee, or contractor of either Party) has any right to enforce any term of this Agreement, except that nothing in this clause limits the rights of indemnitees under Section 10 or the privacy commitments to recipients addressed in the DPA.
13.11 Waiver. A Party's failure or delay in exercising any right under this Agreement does not waive that right. A waiver of any breach does not waive any subsequent breach. Waivers are effective only if in writing and signed by the waiving Party.
13.12 Assignment. Neither Party may assign this Agreement without the other's prior written consent, except that SweetNote may assign this Agreement to a successor in connection with a merger, acquisition, or sale of substantially all of its assets, with at least ninety (90) days’ prior written notice to Customer. If the successor is a competitor of Customer, Customer may terminate this Agreement on written notice within the same 90-day window and receive (a) a full refund of fees paid for any study still in pre-activation status at the effective date of the change of control, and (b) a pro-rated refund for the unexpired portion of any study that is active at the effective date of the change of control, calculated based on the remaining engagement-window days. For purposes of this clause, a "competitor" is an entity that (i) markets or sells a product or service materially similar to Customer’s principal commercial offering, AND (ii) targets the same buyer segment or recipient population as Customer. For clarity, a SaaS company that incidentally serves the same buyer segment as Customer with a non-competing product (e.g., a CRM, a CMS, an email-marketing platform, or a payments provider) is not a competitor for purposes of this clause. The Parties acknowledge that the determination requires reasonable judgment; in case of dispute, the dispute-resolution procedure in Section 13.2 applies. Any purported assignment in violation of this clause is void.
13.13 Force majeure. Neither Party is liable for failure or delay in performance due to events beyond its reasonable control (including natural disasters, acts of war or terrorism, governmental action, public-health emergencies, internet or infrastructure failures, and labor disputes not involving the affected Party's own workforce), provided the affected Party gives prompt notice and uses commercially reasonable efforts to resume performance. If a force majeure event continues for more than thirty (30) consecutive days, either Party may terminate the affected Order Form on written notice; SweetNote will refund any fees prepaid for studies not yet activated. Force majeure does not excuse the Parties' confidentiality, payment, or data-protection obligations.
13.14 Severability. If any provision of this Agreement is held invalid or unenforceable, the remaining provisions remain in full force and effect. The invalid provision is modified to the minimum extent necessary to make it enforceable while preserving the Parties' intent; if no enforceable modification is possible, the provision is severed and the rest of the Agreement is enforced as if it had not been included.
13.15 Headings and interpretation. Headings are for convenience only and do not affect the interpretation of this Agreement. References to "including" mean "including without limitation." References to specific statutes or regulations include any successor or amended version.
13.16 Anti-bribery and sanctions. Each Party represents that it will comply with all applicable anti-bribery and anti-corruption laws (including the U.S. Foreign Corrupt Practices Act) and applicable economic sanctions and export-control laws (including those administered by the U.S. Office of Foreign Assets Control). Neither Party will take any action that would cause the other to be in violation of such laws.
13.17 Compliance with laws. Each Party will comply with all applicable laws, rules, and regulations in performing under this Agreement.
13.18 Same-paper covenant. SweetNote covenants that this Agreement, the DPA, the DPA Outcome Attribution Schedule, the DPA Recipient-Level Export Schedule, the Service Level Agreement at Exhibit A, the published refund policy, and the published per-study pricing formula are the same as those offered to every other Customer at the same study size. SweetNote will not (a) offer to any other Customer terms materially more favorable to that Customer than those offered to Customer under the corresponding document, or (b) redline this Agreement, the DPA, the DPA Outcome Attribution Schedule, the DPA Recipient-Level Export Schedule, or Exhibit A for any other Customer. If SweetNote breaches this covenant by offering materially more favorable terms to another Customer of the same study size, Customer may, on written notice to SweetNote within ninety (90) days of learning of the more favorable terms, elect those more favorable terms with prospective effect (applying to any study scoped by Customer after the date of election). The following are not "materially more favorable terms" under this covenant: (i) the Founding-Partner precision commitment described in Section 4, available to the first ten paying brands who elect Founding-Partner status and accept the participation terms in Section 7.2 (logo-use grant, published case study, reference availability, and named-citation grant in the BBMR™ methodology paper), and sunset thereafter — noting that Founding Partners pay the same published price as every other Customer, so no pricing difference arises under this covenant; (ii) jurisdiction-required compliance language and form-only changes (Customer name, contact, subdomain) described in the Contract philosophy; (iii) good-faith clarifications, interpretation guidance, or operational accommodations that do not change the substantive obligations of either Party; and (iv) commercial terms in services or addenda that do not yet exist at the time of any Customer's execution (e.g., later-launched product modules) so long as such terms, once published, are offered to every then-active Customer as a published tier on the same paper, and existing Customers retain the right to migrate to the new tier on the same terms as new Customers electing it; (v) the Public Entity Terms at Exhibit B, which are published, uniform for every Customer that qualifies as a Public Entity under Section B.1, available to any Customer that so qualifies, and adopted because a Public Entity is generally prohibited by law from accepting the corresponding standard provisions — a Customer that is not a Public Entity is not eligible to elect them under this covenant; and (vi) a one-off concession on a single study, made at SweetNote's discretion in response to the circumstances of that study and recorded as an Adjustment line on that study's Order Form, which is never published, offered as a tier or program, or offered automatically, does not change the published pricing formula for that Customer's other studies or for anyone else, and does not change any term of this Agreement, the DPA, its Schedules, or Exhibit A.
13.19 Entire agreement; modifications. This Agreement, together with the DPA, any executed DPA Outcome Attribution Schedule, any executed DPA Recipient-Level Export Schedule, Exhibit A (Service Level Agreement), Exhibit B (Public Entity Terms) where Customer is a Public Entity, and any executed Order Form, constitutes the entire agreement between the Parties on its subject matter and supersedes all prior agreements, written or oral. Modifications to this Agreement are effective only if (a) made through the published-update process described in DPA Section 16, or (b) signed in writing (including electronic signature) by both Parties.
13.20 No category exclusivity. SweetNote grants no category exclusivity to any Customer, platform, reseller, or partner, no preferential placement in or exclusion from cross-tenant benchmarks, and no right to influence benchmark composition, methodology, or the sample floors described in the DPA. This commitment is identical for every Customer, is independent of study size or spend, and survives termination of this Agreement with respect to benchmarks computed from data contributed during the term.
13.21 Survival. Any accrued payment obligation, Section 6 (Intellectual property), Section 9 (Limitation of liability), Section 10 (Indemnification), Section 11 (Confidentiality), Section 12 (Data protection, together with the DPA and any Schedule in force, each on its own survival terms), this Section 13, and any other provision that by its nature is meant to outlast the relationship survive termination or expiration of this Agreement.
14. Execution
This Agreement is executed by both Parties alongside the executed Order Form. For studies of any size, Customer accepts by in-portal clickwrap (fully enforceable under the federal E-SIGN Act and state UETA) and SweetNote's counter-signature is applied automatically by the platform typically within minutes of Customer's commercial commitment; the counter-signed PDF is stored in the Customer's portal at Settings → Contracts and emailed to the contact on the Customer's account. A traditional dual counter-signature is available on request for Customers whose procurement process requires it, on the same published terms. The Agreement is offered as published, same paper for every brand, and is not redlined; structural fairness across customers is treated as a product commitment, not a negotiation point (see Section 13.18 · Same-paper covenant). Pre-execution questions are routed through legal@thesweetnote.com.
Exhibit A · Service Level Agreement (SLA)
A.1 Service Commitment
SweetNote will use commercially reasonable efforts to make the SweetNote platform's recipient-facing reveal pages (and, for direct-delivery studies, the service that forwards each scan) and Customer-facing dashboard available with a Monthly Uptime Percentage of at least 99.0% during each calendar month (the "Service Commitment").
A.2 Definitions
- "Monthly Uptime Percentage" for a calendar month means:
((Total Minutes in Month − Excluded Minutes − Unavailable Minutes) / (Total Minutes in Month − Excluded Minutes)) × 100%. - "Unavailable" means the recipient-facing reveal-page service or the Customer-facing dashboard returns HTTP 5xx responses (excluding 503 responses tied to Customer-side rate-limiting), times out for more than 30 consecutive seconds, or is otherwise materially non-functional for the affected Customer.
- "Excluded Minutes" means time during which the service is or becomes unavailable as a result of: (a) Scheduled Maintenance announced to Customer, and posted on the status page at status.thesweetnote.com, with at least seven (7) days' prior notice; (b) Emergency Maintenance required to address a security vulnerability or imminent service-integrity risk, with such notice as is reasonable under the circumstances; (c) Force Majeure events as described in Section 13.13; (d) Customer's acts, omissions, or infrastructure (including DNS misconfiguration, expired domain, exhaustion of Customer's API rate limits, or use of the Services in violation of the AUP); (e) Customer's network or end-user devices; (f) third-party services Customer chose to integrate with that are not SweetNote subprocessors; or (g) any period during which Customer is in material breach of this Agreement.
- "Monthly Active Study Fees" for a calendar month means the aggregate fees paid by Customer for each study whose engagement window included at least one day during that month, pro-rated for each such study as
(study fee) × (days of engagement window in month) / (total engagement-window days).
A.3 Service Credits
If the Monthly Uptime Percentage falls below the Service Commitment in a given calendar month, Customer is eligible for a Service Credit calculated as a percentage of Monthly Active Study Fees for that month, per the following schedule:
| Monthly Uptime Percentage | Service Credit |
|---|---|
| < 99.0% but ≥ 95.0% | 10% of Monthly Active Study Fees |
| < 95.0% but ≥ 90.0% | 25% of Monthly Active Study Fees |
| < 90.0% | 50% of Monthly Active Study Fees |
Service Credits are issued as a credit against Customer's next invoice, or refunded by the original payment method if no future invoice is expected. Service Credits are the sole and exclusive remedy for any failure to meet the Service Commitment, subject only to Customer's termination right under Section A.5. The Service Commitment applies during the periods Customer has an active study (each study's engagement window plus its dashboard-access tail). Zero-fee-month floor: if a qualifying Unavailability event occurs in a calendar month in which Customer has no Monthly Active Study Fees to credit against (for example, between studies), the Service Credit that would otherwise apply accrues and is applied against the fees of Customer's next study, so a qualifying outage is never reduced to a zero credit solely because no study was active that month.
A.4 Credit request procedure
To receive a Service Credit, Customer must submit a written request to legal@thesweetnote.com within thirty (30) days after the end of the calendar month for which the Service Credit is claimed. The request must include: (a) the affected month; (b) Customer's calculation of the Monthly Uptime Percentage and Service Credit; and (c) any supporting incident-report references (Customer may rely on SweetNote's public status page at status.thesweetnote.com for incident-window records). SweetNote will review the request and respond with the credit amount within ten (10) business days. SweetNote may also issue a Service Credit on its own initiative without a Customer request if SweetNote determines a credit is owed.
A.5 Chronic SLA failure: termination right
If the Monthly Uptime Percentage is below 95.0% for any three (3) consecutive calendar months, or below 90.0% in any single calendar month, Customer may terminate this Agreement for cause on written notice within thirty (30) days of the end of the qualifying month. On such termination, Customer receives (a) all accrued and unpaid Service Credits, and (b) a refund of fees prepaid for any study still in pre-activation status as of the termination effective date. Section 13.12 (Assignment) and Section 9 (Limitation of liability) survive any such termination.
A.6 Status page and incident communication
SweetNote maintains a public status page at status.thesweetnote.com showing platform availability, incident history, and scheduled-maintenance windows. SweetNote will use commercially reasonable efforts to post incidents affecting platform availability to the status page within fifteen (15) minutes of detection, with updates at least every thirty (30) minutes until resolution. Customers may subscribe to status updates via the status page's RSS feed or email-notification mechanism.
Exhibit B · Public Entity Terms
Why this Exhibit exists. Many public institutions are legally unable to sign the standard form — not because the risk is too large, but because their constitution or statutes forbid the promise at any size. A state university generally cannot indemnify a private company without limit, cannot accept a duty to defend (only its Attorney General represents it), and cannot consent to another state’s exclusive jurisdiction. Rather than redline the Agreement deal by deal, SweetNote publishes one uniform set of Public Entity Terms that applies automatically to every Customer that qualifies. Same paper, same price, no negotiation.
B.1 When this Exhibit applies
This Exhibit applies automatically, without amendment, negotiation, or separate signature, where Customer is a Public Entity. A "Public Entity" means (a) a State of the United States, or an agency, department, board, commission, authority, or instrumentality of a State; (b) a public college or university, a public university system, or an entity that is itself an instrumentality of a State and affiliated with such an institution; (c) a public school district, community-college district, hospital district, transit district, or other special district; (d) a county, city, town, village, or other political subdivision; (e) an agency or instrumentality of the United States; or (f) a federally recognized tribal government or an instrumentality thereof. Customer represents at scoping that it is a Public Entity, and that representation is a warranty under Section 8.2. This Exhibit applies from the date the representation is made; it does not apply to any claim arising before that date, and a materially inaccurate representation is a breach of Section 8.2 for which this Exhibit affords Customer no benefit. Where Customer is a Public Entity, the provisions of this Exhibit supersede the corresponding provisions of this Agreement as to that Customer; every other provision of this Agreement applies unchanged. This Exhibit is incorporated into and forms part of this Agreement.
B.2 Customer's capped exposure
Section 9.2(b) caps every Customer indemnification obligation under Section 10.4 for every Customer, Public Entities included. No indemnification obligation of Customer under Section 10.4 is uncapped.
Section 9.3 is written against either Party, so its clauses (a) and (b) would otherwise impose uncapped liability on Customer as well. As to Customer, Sections 9.3(a) (breach of confidentiality) and 9.3(b) (gross negligence, fraud, or willful misconduct) apply only to the extent permitted by the law governing Customer and only to the extent of funds lawfully appropriated and available, on the same terms as Section B.3. For the avoidance of doubt, Section 9.3(c) (Customer's obligation to pay fees owed under an executed Order Form) and Section 9.3(d) (liability that cannot be limited under applicable law) are unaffected by this Exhibit, and nothing in this Exhibit limits Customer's obligation to pay for Services rendered or purports to cap liability for fraud where the law governing Customer does not permit that limitation.
B.3 Indemnification is subject to law and to appropriation
Each indemnification obligation of Customer under Section 10.4 applies only to the extent permitted by the constitution, statutes, and regulations of the jurisdiction governing Customer, and only to the extent of funds lawfully appropriated and available for the purpose. Nothing in this Agreement requires Customer to indemnify SweetNote where Customer lacks legal authority to do so, to create a debt or obligation in excess of or in advance of an appropriation, or to make any payment prohibited by applicable law. Where Customer is an agency or instrumentality of the United States, no indemnification obligation arises except as expressly authorized by federal statute, and nothing in this Agreement is construed to obligate the United States in violation of the Anti-Deficiency Act (31 U.S.C. § 1341).
B.4 Customer indemnifies; Customer does not defend
The duty to defend in the first sentence of Section 10.4 does not apply to Customer, and Section 10.5(b) does not apply where Customer is the Indemnifying Party. Instead: SweetNote controls the defense of any claim within the scope of Section 10.4 with counsel of its choosing; Customer reasonably cooperates in that defense; and Customer indemnifies SweetNote for damages, costs, and reasonable attorneys' fees finally awarded against SweetNote or agreed in settlement, to the extent of Customer's obligation as modified by this Exhibit. SweetNote will not settle any such claim in a manner that imposes a non-monetary obligation, an admission of liability, or an unindemnified payment on Customer without Customer's prior written consent (such consent not to be unreasonably withheld). Where Customer is represented by an Attorney General, a county or city attorney, or an equivalent public law officer, nothing in this Agreement limits that officer's statutory authority over Customer's legal representation.
B.5 Governing law and venue
Sections 13.1 and 13.3 do not apply. This Agreement is governed by the laws of the jurisdiction in which Customer is organized, without regard to its conflict-of-laws principles. Any action arising from or relating to this Agreement may be brought in any court of competent jurisdiction in that jurisdiction; neither Party consents to exclusive venue in any other forum, and neither Party waives any objection to venue. Where Customer is an agency or instrumentality of the United States, this Agreement is governed by federal law and venue lies as provided by federal law. Section 13.2 (informal negotiation and mediation prerequisite) and Section 13.4 (carveouts to the mediation prerequisite and venue) otherwise apply, subject to the following two qualifications. First, Section 13.2's equal-sharing of mediation fees does not bind Customer: Customer bears mediation costs only to the extent permitted by applicable law and appropriated, and SweetNote will advance Customer's share where Customer cannot lawfully commit to it, rather than treat the mediation prerequisite as unmet. Second, where Customer is an agency or instrumentality of the United States, the Contract Disputes Act (41 U.S.C. §§ 7101–7109) or other exclusive statutory dispute mechanism applicable to Customer governs, and Sections 13.2 and 13.3 do not apply.
B.6 Sovereign and governmental immunity
Nothing in this Agreement is, or is construed as, a waiver of Customer's sovereign immunity, governmental immunity, or any statutory limitation on Customer's liability, and nothing in this Agreement requires Customer to waive any of them. SweetNote does not request such a waiver as a condition of providing the Services.
B.7 Public records
Customer may be subject to a public-records, open-records, or freedom-of-information law. Section 11 (Confidentiality) does not require Customer to withhold information that such a law requires Customer to disclose, and disclosure compelled by such a law is not a breach of Section 11. Where permitted by law and practicable, Customer will give SweetNote prompt written notice of a request that would compel disclosure of SweetNote's Confidential Information, so that SweetNote may seek a protective order or other relief at its own expense, per Section 11.4.
B.8 Non-appropriation
Customer's payment obligation under any Order Form is limited to funds lawfully appropriated and available for that Order Form. If funds are not appropriated or are withdrawn for a study that has not yet activated, Customer may cancel that study under Section 4 on written notice, and the three percent (3%) processing fee described in Section 4 is waived — a non-appropriation is not a change of position by Customer. This Section does not affect Customer's obligation to pay for Services already rendered as of the date the appropriation fails or is withdrawn.
Interest on late payment. The 1.0%-per-month late-payment interest in Section 4 does not apply to Customer. Late payments on invoiced studies accrue interest, if at all, only at the rate and on the terms provided by the prompt-payment statute or other law applicable to Customer, which is SweetNote's exclusive remedy for late payment under this Agreement.
B.9 What this Exhibit does not change
This Exhibit changes the remedy available to SweetNote, the forum in which a dispute is heard, and — only so far as Customer's own public-records and appropriation law requires — Customer's confidentiality obligation under Section 11 (§B.7) and its payment obligation under Section 4 (§B.8). It does not change the recipient-facing warranties Customer gives, which are what protect recipients and what SweetNote relies on. Unchanged in full: Section 3 (Customer obligations) and the Acceptable Use Policy; Section 8.2 and Section 8.3 (recipient-list warranties, lawful basis, notice or consent, and the exclusion of minors); Section 8.4 (randomized-methodology attestations); the DPA and any executed Schedule; Exhibit A (Service Level Agreement); the retention windows; and the published per-study price. A Public Entity pays the same published price as every other Customer at the same study size — the published price is not varied by this Exhibit; what §B.8 changes is the processing fee on a cancellation forced by a failed appropriation, not the price of the study. Section 5 (termination for uncured material breach) remains available to SweetNote and is the primary remedy this Exhibit leaves intact.
B.10 Execution formalities
Section 13.8's waiver of any defense to enforceability based on the electronic form of execution does not apply to Customer, and nothing in this Agreement requires Customer to waive an execution formality its own law imposes. Where Customer's law requires wet signature, a specific approval, or a particular execution ceremony, SweetNote will execute in that form on request at no charge and on the same published terms (Section 14).
B.11 Same paper
These Public Entity Terms are published, uniform, and available to every Customer that qualifies as a Public Entity under Section B.1. They are not negotiated, are not offered selectively, and are not varied by study size or spend. They are not "materially more favorable terms" for purposes of Section 13.18 (Same-paper covenant); see Section 13.18(v). A Customer that is not a Public Entity is not eligible for this Exhibit, and no Customer — Public Entity or otherwise — may redline it.
This template is provided for reference. It is not legal advice and is not a substitute for counsel review. Customer should have its own legal counsel review this MSA in the context of Customer's obligations and jurisdiction before execution. SweetNote recommends the same for our own counter-signatures.