Account Intelligence terms / Effective September 21, 2026

Know what you are buying.

A clear scope. A private quote. An agreed date. Know the commitments before you pay.

These service terms supplement our website terms and control where the two differ about Account Intelligence. Your accepted written order records the product, scope, fee, dates, and this terms version. A website request is not an accepted order and does not charge you.

Previously accepted orders keep their original scope, price, delivery commitments, and guarantee. This update does not remove rights or change work already agreed. We can supply your accepted terms on request.

1. Standard: fixed account-level research

Standard covers one clearly identified company at the company level, using public sources and a fixed report structure. We confirm the entity before accepting the work. An overview of the company’s footprint is included, not a separate investigation of each subsidiary or facility.

You receive a business overview; products, services, and markets; publicly documented leadership; footprint and available scale indicators; priorities and developments; key takeaways; sources, the research cutoff, and unknowns. Delivery includes an editable report and PDF. XOBiz reviews the research before delivery and checks material information for each delivery, including when existing research is reused.

Standard is not customized to the purchaser. Seller-fit analysis, tailored recommendations, conversation plans, additional research questions, interviews, private systems access, purchased datasets, guaranteed contact details, facility-by-facility research, outbound execution, and ongoing monitoring are excluded.

2. Before you pay

For Standard, send the account name and public website, your contact details, and any desired deadline. No seller profile or kickoff meeting is required. For Custom, also describe your business, intended use, and research questions.

We check source coverage and available research and review capacity first. Then we email the scope, private fixed quote, applicable tax, exact reserved start and delivery dates, reservation deadline, and payment instructions. You accept those details before payment. The fee does not change after scope acceptance without your agreement. If the sources or schedule cannot support useful work, you can decline without buying anything.

Payment is due in full before the confirmed start, unless a written procurement exception is agreed. If payment or required inputs arrive after the reservation deadline, we agree replacement dates with you before starting. There is no automatic subscription, renewal, or follow-on purchase.

3. Standard delivery

We deliver by 5 p.m. Eastern time on the fifth business day after the confirmed start date. Business days are Monday–Friday, excluding U.S. federal holidays.

The exact start and delivery dates are shown before payment; the clock does not start when you submit a request.

If we cannot meet the agreed date, you choose a new date or cancellation and a full refund for the undelivered Standard report. The same choice applies if sources prove insufficient after payment. We do not silently extend the deadline, make up missing facts, or force a Custom upgrade. A client-requested hold or scope change requires an agreed revised date.

Delivery means the complete report and included files are accessible to your designated owner. An inaccessible link does not start the review or guarantee window.

4. First-report usefulness guarantee

If your first paid Standard Account Intelligence report is not useful for understanding the account, tell us within seven calendar days of complete, accessible delivery. We will refund the full fee and any tax paid. No explanation, mandatory correction round, or sales-result evidence required.

This applies once per customer organization, to its first paid Standard report. The rename does not restart eligibility after a prior Standard purchase. Reply to the delivery email or email zach@xobiz.com so we can identify the order. No explanation, sales-result evidence, meeting, required usage, or revision attempt is necessary. You may choose a refund immediately; a correction request never delays a refund request.

We state the exact guarantee-expiration date and time in your delivery email. We initiate a timely refund within five business days, using the original payment route where supported, with no processing deduction. Your bank or payment provider may take additional time to post it. If the original route cannot accept a refund, we agree a secure alternative with you.

5. Factual corrections

Every Standard report includes one consolidated factual review submitted within seven calendar days of delivery. We return in-scope corrections within three business days of that request. Correcting our factual errors is not paid customization, and errors reported later remain eligible for correction. The first-report refund remains available without trying corrections first.

A different account, purchaser-specific analysis, additional research question, or development after the research cutoff is new scope, not a factual correction. Any new work requires your approval before an additional charge.

6. Cancellation and additional accounts

You can cancel an unstarted Standard report for a full refund. You can also cancel your first Standard report after work starts for a full refund; we will not make you wait for delivery to exercise its protection. After work starts on a repeat report, a change-of-mind cancellation does not automatically entitle you to a refund. Our delivery commitments, factual correction duties, and your rights for nonconforming work remain.

Additional accounts are quoted privately. A bounded account pack lists every account, its fee, and its individual start and due dates before payment; it does not promise every account within one five-day window. Each unstarted canceled unit is refunded at its agreed per-report fee without repricing the others. The usefulness guarantee does not restart for repeat orders.

7. Custom: a defined assignment

Custom is separately scoped and quoted. Its written proposal defines the intended use, questions, accounts or facilities, source permissions, report formats, review rounds, milestones, acceptance criteria, payment schedule, cancellation rights, and remedies. Standard turnaround and the first-report guarantee do not automatically apply. New questions or expanded coverage require an agreed change; correcting our own factual errors does not become a paid new assignment.

8. Research, confidentiality, and use

Facts link to sources; interpretations and hypotheses are labeled. Corporate statements do not establish a local site's needs, budget, or purchasing authority. We do not guarantee meetings, revenue, close rates, or a faster sales cycle.

Do not send confidential account information, credentials, or sensitive personal data through the public form. We arrange an appropriate channel and permissions if agreed Custom work needs nonpublic material. Our privacy policy explains website inquiry handling.

You may share the report within your purchasing organization for its own business use. External redistribution, resale, publication, or exclusivity requires written agreement, subject to source rights. Account research is non-exclusive unless agreed otherwise. Purchaser-specific confidential information is not reused in another customer’s report or in public samples without permission.