DRAFT, not legal advice, for attorney review before use with real users. Version: 2026-11-draft-1 · Effective date: [EFFECTIVE DATE]
Sales Monarch Terms of Service
These Terms of Service ("Terms") govern your use of Sales Monarch, including the website at salesmonarch.org, each team portal at <team>.salesmonarch.org, and the installable web app (together, the "Service"). The Service is operated by [IOTA LEGAL ENTITY NAME] ("IOTA", "we", "us"), [IOTA ADDRESS].
Please read these Terms carefully. By creating an account or using the Service, you agree to them. If you do not agree, do not use the Service.
1. What Sales Monarch is
1.1. Sales Monarch is a training and onboarding portal. Sales companies ("Client Teams") use it to onboard, train and retain the sales reps they have signed.
1.2. Each Client Team has its own branded portal. The Client Team decides who is invited, what training is required, and how its reps are managed. IOTA provides and operates the software.
1.3. Sales Monarch is not an employment platform. Your relationship with your Client Team (whether as an employee, contractor or otherwise) is between you and that Client Team. IOTA is not a party to it. Hiring paperwork, pay, tax forms and identity documents are handled in the Client Team's own systems, not in Sales Monarch.
2. Who can use the Service
2.1. You must be at least 18 years old. You will be asked to confirm your age at signup. If we learn that a user is under 18, we will close the account.
2.2. You may use the Service only if you were invited by a Client Team or by IOTA, and only for the purposes described in these Terms.
2.3. [OPEN QUESTION: Is the contracting party for reps IOTA, the Client Team, or both? These Terms are drafted as a direct agreement between IOTA and each user. See README.]
3. Accounts and roles
3.1. Roles. Each account has a role within a team:
- Rep: a newly signed sales rep completing the program.
- Team Leader: trains and reviews the reps assigned to them.
- Team Admin: the Client Team's owner or administrator, with access to their whole team.
- Platform Admin: IOTA staff who operate the Service across all teams.
3.2. A person can belong to more than one team. Each membership has one role.
3.3. Signing in. You can sign in with an email magic link or a password. Keep your password and your email account secure. You are responsible for activity under your account. Tell us or your Team Admin right away if you think your account has been accessed without permission.
3.4. Give accurate information when you set up your profile, and keep it up to date.
4. Your content
4.1. What you upload. As part of training you may submit "Proof Uploads": documents, images, recorded pitch videos and text answers. You may also add profile details such as a photo.
4.2. Who can see it. Your Proof Uploads can be seen only by your Team Leader, your team's Team Admins and IOTA Platform Admins. Other reps cannot see them. Your cohort (reps on your team who started in the same month) can see your name, avatar, stage, percent complete and points. Leaderboards show points.
4.3. Ownership. You keep whatever rights you have in your content. Between IOTA and the Client Team, the Client Team controls its reps' data and IOTA processes it on the Client Team's behalf (see the Privacy Policy and the Data Processing Addendum).
4.4. Licence to operate the Service. You give IOTA and your Client Team permission to store, process, display and transmit your content only as needed to run the Service, including showing it to the people listed in Section 4.2.
4.5. Training reuse is separate and optional. We and your Client Team will not reuse your pitch videos in training material unless you separately opt in. You can withdraw that opt-in at any time. See the Media Consent.
4.6. Your responsibility. Only upload content you have the right to share. Do not upload Social Security numbers, tax forms, government IDs or other sensitive identity documents. See the Acceptable Use Policy.
5. Training content
5.1. Training videos, PDFs and other materials in the Service ("Training Content") belong to IOTA, the Client Team, or their licensors.
5.2. You may view Training Content only inside the Service for your own training. Do not download, copy, record, share or redistribute it unless the Service clearly allows it (for example, a PDF offered for download, for your own use).
6. Points and leaderboards
6.1. The Service awards points for completing training steps. Points are a motivation and progress tool only.
6.2. Points have no cash value and cannot be sold, transferred or exchanged with IOTA. Any prize or reward a Client Team offers is the Client Team's own program and responsibility.
6.3. Point values are set per team and may change. We may correct points awarded in error.
7. Acceptable use
You must follow the Acceptable Use Policy, which is part of these Terms.
8. Privacy
Our Privacy Policy explains how personal information is handled. Session cookies are used only to keep you signed in. We do not use ad tracking.
9. Fees
The Service is provided to reps and team members by their Client Team. IOTA does not charge reps. Fees between IOTA and Client Teams are covered by a separate agreement.
10. Leaving a team, suspension and termination
10.1. If you leave your team. Your account becomes read-only for 90 days and is then archived. Your Proof Uploads are deleted 12 months after upload unless your Client Team has chosen to keep them longer.
10.2. Your rights. You can ask for a copy of your data or ask for it to be deleted. See the Privacy Policy.
10.3. Our rights. IOTA or your Client Team may suspend or close your account if you break these Terms, if your Client Team removes you, or if the Client Team's use of the Service ends.
10.4. Sections 4.3, 5, 6.2, 11, 12, 13 and 14 continue after your account ends.
11. Disclaimers
11.1. The Service is provided "as is" and "as available". To the fullest extent allowed by law, IOTA makes no warranties, express or implied, including warranties of merchantability, fitness for a particular purpose and non-infringement.
11.2. Training Content is educational. IOTA does not promise any sales, income or career result from using the Service.
11.3. [ATTORNEY: confirm disclaimer wording and any state-specific carve-outs.]
12. Limitation of liability
12.1. To the fullest extent allowed by law, IOTA will not be liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, data or goodwill.
12.2. IOTA's total liability to you for any claim related to the Service is limited to [AMOUNT, e.g. US $100].
12.3. Some places do not allow these limits, so they may not fully apply to you.
13. Disputes and governing law
13.1. These Terms are governed by the laws of the State of [GOVERNING STATE], without regard to conflict-of-law rules.
13.2. [OPEN QUESTION: arbitration and class-action waiver, yes or no. If no, courts located in [COUNTY, GOVERNING STATE] would have exclusive jurisdiction.]
13.3. Before filing any claim, please contact us at [privacy@salesmonarch.org?] so we can try to resolve it informally.
14. General
14.1. Changes. We may update these Terms. If a change is material, we will notify you in the Service or by email before it takes effect, and may ask you to accept the new version. The version you accepted and the date are recorded.
14.2. Entire agreement. These Terms, the Privacy Policy, the Acceptable Use Policy and the Media Consent are the full agreement between you and IOTA about the Service.
14.3. Severability. If any part of these Terms is found unenforceable, the rest stays in effect.
14.4. No waiver. Not enforcing a right is not a waiver of it.
14.5. Assignment. You may not transfer these Terms. IOTA may transfer them in connection with a merger, acquisition or sale of assets.
14.6. App stores. [PLACEHOLDER: Apple App Store / Google Play terms to be added if and when store apps are released.]
15. Contact
[IOTA LEGAL ENTITY NAME] [IOTA ADDRESS] Email: [privacy@salesmonarch.org?]