Terms and Conditions - OnPoint Strategic Partners

OnPoint Strategic Partners, LLC — CoreBuild Platform

Effective date: August 18, 2026

These Terms and Conditions (“Terms”) govern your access to and use of the CoreBuild platform and related services offered by OnPoint Strategic Partners, LLC, an Illinois limited liability company (“OnPoint,” “we,” “us,” or “our”), including the sessions, playbooks, tools, content, and features made available through the platform (collectively, the “Service”). By clicking “I agree,” creating an account, purchasing a subscription, or otherwise using the Service, you agree to these Terms. If you accept these Terms on behalf of a company or other entity, you represent that you have authority to bind that entity, and “you” includes that entity. If you do not agree, do not use the Service. The Service is offered for business and professional use only.

1. The Service

CoreBuild is a subscription software platform, an operating system that helps suppliers turn trade-show activity into pipeline. The Service provides one or more guided sessions and playbooks, each with a stage-by-stage workflow, along with written guidance and frameworks, worksheets and templates, AI-assisted features (“AI+” / the FM Advisor), dashboards and reporting, and related tools. Subject to Section 19, OnPoint may add, update, improve, or modify the sessions, features, content, and format of the Service.

2. AI-Assisted Features (Please Read)

The Service includes AI-powered features that generate suggestions, prompts, drafts, and coaching-style guidance. AI output is provided for assistance only. It may be inaccurate, incomplete, or not suited to your situation, and it is not professional, legal, financial, tax, or business advice. You are responsible for reviewing AI output before relying on or acting on it.

The content you submit to AI features is transmitted to OnPoint’s third-party AI provider (OpenAI) to generate responses. OnPoint accesses this provider through its own account under a Data Processing Addendum. Under the provider’s API terms, content submitted through the API is not used to train or improve AI models and may be retained for up to approximately 30 days for abuse monitoring before deletion. Only the specific text you enter into an AI feature is transmitted; your stored account data and pipeline records are not. The CoreBuild application does not store AI prompt text; AI outputs are stored in OnPoint’s database only when you choose to save them or create them as generated stage outputs. Please do not submit information you are not permitted to share. OnPoint does not guarantee the accuracy, availability, or results of any AI feature.

3. Eligibility and Account Access

The Service is intended for business and professional use by individuals 18 years of age or older. You must provide accurate account information and keep it current. You are responsible for keeping login credentials confidential, for activity under your account, and for administering your authorized users. Promptly notify OnPoint at [email protected] if you suspect unauthorized access. Each subscription grants a defined number of user seats/licenses. Each user must use their own credentials, and credentials or access may not be shared, transferred, sold, or used by more people than your plan permits.

4. Subscriptions, Billing, and Cancellation

Subscriptions are billed on a recurring basis at the price and billing cadence displayed at checkout and automatically renew until cancelled. Payment is processed through our third-party payment provider (Stripe); OnPoint does not store your full payment card details.

Before your billing information is collected, checkout will conspicuously disclose the billing cadence, the amount, the automatic-renewal terms, how and when to cancel, the refund rule, and any minimum commitment. By affirmatively accepting the recurring-subscription terms and completing checkout, you authorize the recurring charges described there.

Monthly plans. You may cancel at any time. Access continues through the last day of your current billing month and then ends. Monthly charges already billed are not refunded.
Annual plans, if offered. An annual plan is paid in full at purchase and provides access for one year from the payment date. If you cancel, access continues until the one-year expiration date and then ends; no partial or prorated refunds are provided.
Cancellation method. You may cancel at any time on a self-serve basis from within your account (Profile > Billing > Manage subscription), or by emailing [email protected]. Cancellation stops future renewals; access continues through the end of the period already paid. It is your responsibility to cancel before a renewal date if you do not wish to renew.
Price changes. We may change subscription pricing on a going-forward basis with at least 30 days’ notice; a new price takes effect at your next renewal, never mid-term.
Failed payments. If a payment fails, we will retry for a short grace period (approximately 10 days) before suspending access.
Taxes. Prices are exclusive of applicable taxes, which will be calculated and added at checkout where required.
Changing your plan. Upgrades (a higher-priced plan, more seats, or switching monthly to annual) take effect immediately on a prorated basis; downgrades take effect at the end of your current billing period, with no refund or credit for the current period.
Annual renewal notices. If an annual plan is offered, OnPoint will send advance renewal notices when and as required by applicable law, to the email address associated with the account.

You authorize us and our payment provider to charge your payment method for the plan you select and for each renewal until you cancel.

5. Complimentary and Beta Access

OnPoint may grant complimentary, promotional, or beta access to select users (for example, beta-testing partners). Complimentary and beta access is provided at OnPoint’s discretion, may be subject to additional conditions, and may be modified, limited, or revoked at any time. It does not create a paid subscription or guarantee future access, pricing, or plan terms.

6. No Guarantee of Results

The Service provides education, tools, and structured frameworks. It does not guarantee any specific result, including revenue growth, new contracts, won business, lead volume, meetings, or the conversion of pipeline into clients. Any outcome depends on your own application, follow-through, execution, market, and factors outside our control. Examples, testimonials, or scenarios are illustrative only.

7. License to Use the Materials

Subject to these Terms and your subscription, OnPoint grants you a limited, non-exclusive, non-transferable, non-sublicensable license, during the subscription term, to access and use the Service and its materials for your own internal business and professional purposes. You may not copy, resell, sublicense, distribute, or publicly display the materials; share access beyond your licensed seats; use the materials to build, train, or offer a competing product; or remove any proprietary notice.

8. Your Content

You retain ownership of the information and content you enter into the Service (for example, event details, booth notes, prospect and pipeline information) (“Customer Content”). You are responsible for the legality and accuracy of Customer Content, your right to submit it, and providing any required notices and obtaining any required permissions. You instruct and grant OnPoint a limited license to host, process, transmit, secure, support, and maintain Customer Content solely as needed to provide the Service to you, including transmitting content you submit to AI features to our AI provider as described in Section 2, to comply with law, and to enforce these Terms. OnPoint will not use Customer Content to train general-purpose AI models. OnPoint may use aggregated and de-identified data that does not identify you or any individual to operate and improve the Service.

9. Data Export and Deletion

You may request an export of your data or deletion of your account and associated data by contacting [email protected]; OnPoint maintains tools to fulfill these requests. For an organization account, the account owner or authorized administrator controls export and deletion requests for the organization’s Customer Content and user accounts, and OnPoint may refer an individual user’s request to that organization. Following termination, the account owner may request an export of Customer Content within 30 days. OnPoint will remove Customer Content from production within 30 days after a deletion request or account closure and purge it from backups within 90 days, except where retention is reasonably necessary to comply with law, preserve a legal hold, protect the Service, resolve disputes, or retain billing and transaction records.

10. Intellectual Property

All content, materials, methods, frameworks, names, logos, and trademarks associated with the Service, including CoreBuild and the CoreBuild Method, are the exclusive property of OnPoint or its licensors. Nothing in these Terms transfers ownership to you. All rights not expressly granted are reserved.

11. Confidentiality and Security

“Confidential Information” means nonpublic information disclosed by either party that reasonably should be understood as confidential, including Customer Content and OnPoint’s nonpublic Service materials, methods, and technical information. The receiving party will use Confidential Information only to provide or receive the Service, protect it using reasonable care and no less than the care it uses for its own similar information, and disclose it only to personnel and service providers who need to know it and are bound by confidentiality obligations. Confidential Information does not include information that is public through no breach, was already lawfully known without restriction, is received lawfully from a third party without a duty of confidentiality, or is independently developed. A party may disclose Confidential Information as required by law if, where legally permitted, it provides prompt notice and reasonable assistance in seeking protective treatment. OnPoint maintains reasonable administrative and technical safeguards designed to protect Customer Content, including bcrypt password hashing, secure session handling, HTTPS/TLS, and access controls. No method of transmission or storage is completely secure, so neither party guarantees absolute security. OnPoint will provide notice of a security incident affecting Customer Content as required by applicable law.

12. Disclaimer of Warranties

The Service is provided on an “as is” and “as available” basis. To the fullest extent permitted by law, OnPoint disclaims all warranties, express or implied, including implied warranties of merchantability, fitness for a particular purpose, accuracy, and non-infringement. OnPoint does not warrant that the Service will be uninterrupted, error-free, or that it will produce any particular result.

13. Limitation of Liability

To the fullest extent permitted by law, OnPoint and its members, employees, and contractors will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for any lost profits, revenue, business, or data, arising out of or relating to the Service. OnPoint’s total aggregate liability will not exceed the amount you actually paid to OnPoint in the twelve months preceding the claim. Nothing in these Terms limits liability that cannot be limited under applicable law.

14. Indemnification

You agree to indemnify, defend, and hold harmless OnPoint and its members, employees, and contractors from and against third-party claims, losses, damages, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or relating to your misuse of the Service, your violation of these Terms or any law, your Customer Content, or your infringement of any third-party right. OnPoint will provide prompt notice of an indemnified claim and reasonable cooperation at your expense. You may control the defense and settlement, but you may not settle a claim in a manner that admits fault by or imposes liability or a non-monetary obligation on OnPoint without OnPoint’s prior written consent, not to be unreasonably withheld.

15. Reviews and Feedback

Nothing in these Terms restricts you from sharing your honest, truthful opinion or a good-faith review of your genuine experience, from making any statement required by law, or from reporting unlawful conduct. This does not affect your confidentiality obligations or OnPoint’s remedies for unlawful content. We welcome candid feedback submitted directly to us so we can help and improve; any feedback you choose to provide may be used by OnPoint without obligation to you.

16. Acceptable Use

You agree to use the Service lawfully and professionally. You may not: violate applicable law or third-party rights; submit malicious code or unlawful or harmful content; attempt to gain unauthorized access to the Service, accounts, or systems; interfere with operation of the Service or circumvent security or usage limits; reverse engineer, scrape, or copy the Service except to the limited extent applicable law prohibits that restriction; share credentials or exceed licensed seats; or use automated means in a manner that places an unreasonable load on the Service or harms OnPoint or other users.

17. Third-Party Tools

The Service uses or interoperates with third-party services, including OpenAI and Stripe. OnPoint remains responsible for its obligations under these Terms, but does not control and is not responsible for third-party products or services that you access separately from the Service. A third party’s terms apply when you directly use or maintain an account with that service.

18. Termination and Suspension of Access

OnPoint may suspend or terminate access if you fail to pay, materially breach these Terms, use the Service unlawfully or fraudulently, create a security risk, or threaten harm to the Service or others. Where reasonably practicable and the issue is capable of cure, OnPoint will provide notice and a reasonable opportunity to cure before termination. Upon termination, the license granted to you ends and you must stop using the Service and materials, subject to the export and deletion provisions in Section 9. Provisions that by their nature should survive termination remain in effect, including Sections 2 and 6 through 15, Section 20, and Section 21.

19. Changes to These Terms or the Service

OnPoint may update these Terms from time to time. We will provide at least 30 days’ notice of material changes, except that a change may take effect sooner if reasonably necessary to comply with law or address an urgent security issue. We will not apply material adverse changes retroactively during a paid annual term. The notice will state when the updated Terms take effect. Your continued use of the Service after that date constitutes acceptance of the updated Terms; if you do not agree, you may stop using and cancel the Service before the change takes effect.

20. Governing Law and Disputes

These Terms are governed by the laws of the State of Illinois, without regard to its conflict of law principles. Any dispute arising out of or relating to these Terms or the Service will be resolved exclusively in the state courts located in Lake County, Illinois, or, if federal subject-matter jurisdiction exists, the U.S. District Court for the Northern District of Illinois, Eastern Division. You consent to the personal jurisdiction of those courts.

21. General

These Terms, together with the order details accepted at checkout, our Privacy Policy, and any separate agreement signed by OnPoint and you, are the entire agreement between you and OnPoint regarding the Service and supersede prior understandings about the same subject. If there is a conflict, a signed agreement controls, order details control plan, price, term, and billing terms, and these Terms otherwise control. If any provision is found unenforceable, it will be modified only to the minimum extent needed to make it enforceable, and the remaining provisions remain in effect. You may not assign these Terms without our consent; OnPoint may assign them in connection with a merger, sale, financing, or reorganization. Our failure to enforce any provision is not a waiver. OnPoint may send notices to the email address associated with your account or through the Service. Legal notices to OnPoint must be sent to the email or mailing address in Section 22.