Terms of Service
Last updated: September 4, 2026
1. Service Description
ClientSignal provides client operations and reporting software for PPC agencies. The standard software connects supported marketing data, surfaces the account, portfolio, engagement, delivery, and connection signals available on the applicable plan, and helps agencies create, review, and deliver client-ready reports. ClientSignal Managed combines Agency software with scoped managed reporting operations and a separately granted Attention workflow. The founding Managed month is a fixed 30-day engagement. Attention capabilities are not included in a standard software plan unless expressly confirmed in writing. By using ClientSignal, you agree to these terms.
2. Account Responsibilities
You are responsible for maintaining the security of your account credentials and the accuracy of the information you provide. You must have authorization to connect advertising accounts and send reports to your clients on their behalf.
3. Acceptable Use
You agree not to:
- Use ClientSignal to send unsolicited communications or spam
- Misrepresent the source or nature of AI-generated reports
- Attempt to circumvent plan limits or billing
- Share your account credentials with unauthorized parties
4. AI-Generated Content
Reports and other AI-assisted artifacts are based on the supported metrics, account context, and other evidence available at the time of generation. For separately granted Managed or legacy pilot workspaces, these artifacts may include internal attention briefs. While we strive for accuracy, AI-assisted content may contain errors or misinterpretations. You are responsible for reviewing reports before they reach your clients, especially when using Review First mode, and for reviewing internal artifacts before relying on them. ClientSignal is not liable for business decisions made based on AI-assisted content.
5. Subscription and Billing
ClientSignal offers a permanent Free plan for up to 2 clients, with ClientSignal attribution in report footers, no payment card, and no trial expiration. Except for ClientSignal Managed, a first paid subscription requires a valid payment method in Stripe Checkout and includes a 14-day trial; the selected monthly or annual subscription price is not charged until that trial ends unless you cancel first. If Guided Onboarding is selected with that subscription, its $1,500 one-time service fee is charged immediately even though the recurring software price remains in trial. An owner of an active Starter, Growth, or Agency self-serve subscription may also purchase Guided Onboarding separately through Billing for the same one-time price. Reactivating a canceled subscription is charged immediately at the price shown in Checkout and does not include another trial; Guided Onboarding is purchased separately from Billing after reactivation. Paid plans include base client allotments. If you exceed your paid plan's base client count, overage billing applies per additional client ($5/mo Starter, $4/mo Growth, $3/mo Agency). Monthly subscriptions bill overages monthly. Annual subscriptions apply the same two-month discount and bill ten monthly overage units on the annual invoice. Paid subscriptions renew automatically on their selected monthly or annual cadence. You may cancel at any time, and access continues until the applicable paid period or trial ends.
Guided Onboarding is an optional $1,500 one-time service available only with Starter, Growth, or Agency software. It includes one kickoff, configuration of up to five eligible clients using features available on the selected plan, establishment of the report and voice defaults available on that plan, Review First setup, verification of the first eligible live test or delivery, and a documented handoff within the fixed implementation window shown or confirmed at purchase. It does not include monitored reporting cycles, recurring QA, priority issue investigation, future client configuration, monthly reviews, quarterly recalibration, or a weekly Attention brief. The service fee does not recur and is not added to ClientSignal Managed. Canceling or changing the related software subscription does not by itself cancel, refund, repeat, or extend Guided Onboarding; any cancellation or refund rights remain subject to the confirmed purchase scope and applicable law.
The founding Managed month is a sales-assisted fixed engagement: one $1,249 payment covers 30 days, setup for up to five eligible priority accounts, four weekly reporting cycles, four attention briefs manually reviewed by ClientSignal, QA of five representative reports, connection and delivery investigation, a documented handoff, and a 30-minute closing review. Technical fit, production permissions, account access, scope, and dates are confirmed before payment. Agency software access for up to 50 active clients and the scoped Attention workflow are included only for the 30-day term; human service coverage remains limited to the five priority accounts. There is no separate setup fee or self-serve trial. The one-time payment is collected immediately through an admin-issued ClientSignal Checkout. A generic invoice or Payment Link does not activate the workspace entitlements.
The founding Managed month does not renew automatically and does not create a recurring subscription. At expiry, its workspace becomes read-only unless you explicitly purchase continuing service or an eligible software plan. Continued Managed service at $1,249/month requires a separate affirmative purchase, with the service scope and billing terms confirmed before authorization. Continuing Managed scope includes Agency software, a weekly reviewed attention brief for five priority accounts, QA of five representative reports, up to two supported client setups, delivery and connection issue investigation, and a 30-minute monthly workflow review. Your agency reviews and approves client reports and owns campaign changes, strategy, and client decisions. Attention items report supported evidence for investigation; they do not predict churn or guarantee advertising, retention, engagement, or revenue outcomes.
Existing recurring Managed subscriptions and previously purchased Client Ops Founding Pilot engagements remain governed by their confirmed prices, renewal terms, service commitments, and entitlement periods. This new offer does not cancel, reprice, or shorten an existing agreement. The former $2,000 pilot is no longer offered for new purchases. Any additional active-client charges or continuing software subscription are disclosed in the applicable separately authorized purchase; they are not an automatic extension of the founding month.
6. Pricing
For new qualifying software subscriptions, founders pricing is available to the first 10 paid subscribers and is locked for at least 12 months from the first qualifying paid software invoice. A Free account, trial, or fixed-term Managed service purchase does not by itself qualify. Previously confirmed founder commitments retain their agreed start dates and guarantees. It does not change automatically when month 12 ends. If ClientSignal later changes a founder subscription's price, the subscriber will receive at least 30 days' advance notice before the change takes effect.
7. Data and Privacy
Our handling of your data is governed by our Privacy Policy. By connecting advertising platform accounts, you grant ClientSignal permission to access read-only advertising data through those platforms' APIs.
8. Service Availability
We aim to deliver scheduled reports reliably and make granted workspace artifacts available when expected. ClientSignal depends on the third-party APIs used by the integrations supported and enabled for your workspace, so reports, signals, and Attention artifacts may be delayed or incomplete if those services experience outages or return incomplete data. A reserved plan entitlement or integration listed as coming soon is not a promise that the integration is currently available. We will notify you of integration issues that affect report delivery when appropriate.
9. Limitation of Liability
ClientSignal is provided “as is” without warranties of any kind. We are not liable for indirect, incidental, or consequential damages arising from your use of the service, including but not limited to lost revenue, client relationships, or data.
10. Data Processing
ClientSignal processes advertising and marketing metrics from the supported third-party platforms and integrations enabled for your workspace to provide the reporting and client-operations capabilities requested by your agency. Depending on your plan and separately granted Attention access, those capabilities may include reports, historical comparisons, portfolio and account signals, alerts, attention evidence, and internal weekly briefs. We act as a data processor on your behalf. Data may be fetched for generation or evaluation and stored as metrics snapshots and related operational records for historical reference, quality review, and the applicable workflow. We do not sell your advertising data or repurpose it for our own advertising.
11. Email Sending
By using ClientSignal, you authorize us to send AI-generated reports via email to the client email addresses you provide. You represent and warrant that you have the consent of each recipient to receive these communications. ClientSignal monitors email deliverability signals (bounces, complaints) and will automatically pause delivery to addresses that indicate issues. Abuse of email sending capabilities, including sending to invalid addresses or generating excessive complaints, may result in account suspension.
12. Data Retention
Report history and related customer-facing records are retained for the 90, 180, 365, or 730-day period selected in Agency Settings; the default is 365 days. The daily retention process permanently removes data beyond that window. Canceling a paid subscription stops future paid service but does not itself delete the account. Account deletion is separate: after password confirmation, ClientSignal makes the workspace read-only and durably reconciles supported connected-provider revocation, active-subscription cancellation, Storage deletion, primary database deletion, and owner authentication deletion. Temporary failures retry automatically. A credential-free reconciliation record remains for 30 days after completion; incomplete records remain until resolved.
Mailchimp authorized-app grants, user-managed Klaviyo private keys, and historical Slack incoming-webhook-only connections may require removal in the provider's own settings because the credential stored by ClientSignal cannot invoke a provider revocation API. ClientSignal records that limitation rather than representing those grants as revoked, and always removes its local credential copy. Processor backups and legally or operationally required billing, tax, dispute, fraud-prevention, security, abuse-prevention, email-delivery, suppression, and log records follow the applicable provider's retention requirements.
13. Data Processing Agreement (DPA)
For agencies that require a formal Data Processing Agreement to comply with GDPR, CCPA, or other data protection regulations, please contact us at support@clientsignal.io. We will provide a signed DPA that covers the scope of data processing, security measures, sub-processor disclosures, and data subject rights.
14. Termination
You may delete your account at any time from your settings page. A deletion request immediately ends normal workspace use and begins cancellation and erasure; external steps may finish asynchronously when a provider is unavailable. ClientSignal does not erase the billing reconciliation key until subscription cancellation is confirmed. Fees already paid are non-refundable except where required by law. We may suspend or terminate accounts that violate these terms. Suspension or subscription cancellation is not the same as account deletion, and retained account data remains governed by your selected retention window until deletion is requested.
15. Changes to Terms
We may update these terms from time to time. Material changes will be communicated via email to your registered address. Continued use of ClientSignal after changes constitutes acceptance of the updated terms.
16. Contact
For questions about these terms, contact us at support@clientsignal.io.