Terms of Service

These terms cover claytonmethod.com, Clayton Method OS at claytonmethod.ai, the services we provide to clients, and our text messages. We've written them as plainly as we can.

If you're a client, your proposal or agreement with us also applies, and it controls wherever the two differ.

The agreement and who we are

These Terms of Service are an agreement between you and Stargazers Unite LLC, doing business as Clayton Method ("Clayton Method," "we," "us," or "our"). We're based in Plano, Texas, USA.

They cover:

claytonmethod.com, our website about our services and work, where you can also book a call;
Clayton Method OS at claytonmethod.ai, our business operating system app, including client workspaces and public booking pages;
the services we provide to clients; and
our text messages.

In these terms, "our websites" means claytonmethod.com and claytonmethod.ai.

By using our websites, booking a call, signing up for our newsletter, opting in to our text messages, or using Clayton Method OS, you agree to these terms. If you don't agree, please don't use our websites or services.

If you're acting for a business, you accept these terms for that business and confirm you have the authority to do so. In that case, "you" means both you and the business.

Our Privacy Policy explains how we handle personal information. Our Cookie Policy explains our approach to cookies.

Using our websites

You're welcome to browse our websites, read what's there, and share links to them. Please use them only for lawful purposes.

When you contact us, book a call, or sign up for our newsletter, please give us accurate information. You can unsubscribe from the newsletter at any time.

Booking a call or sending us a message doesn't make you a client or commit either of us to a project. Client work starts only under a proposal or agreement we both accept.

Our websites may link to other sites. We don't control those sites and aren't responsible for their content or practices.

If you deal with a business that uses Clayton Method OS

Businesses that use Clayton Method OS may run their own booking pages, surveys, and customer conversations through it. If you book with, message, or share information with one of them, that business decides what it collects and how it uses it, and its own terms and privacy policy apply. We process that information on the business's behalf and follow its instructions. Please contact that business first with questions about your information.

Client services and engagements

We provide website design, development, migration and maintenance; SEO and GEO audits and monitoring; AI implementation, custom AI employees and workflows; custom apps and internal tools; business systems, including Clayton Method OS; and fractional operations leadership. You can learn more on our services page.

Our clients are businesses. Each engagement has its own proposal or agreement, which sets the scope, timeline, fees, and deliverables. These terms cover anything it doesn't. If your proposal or agreement conflicts with these terms, your proposal or agreement controls.

Good work takes both of us. As a client, you agree to:

give us the access, content, feedback, and approvals we need, when we need them;
make sure you have the right to use anything you give us, such as text, images, logos, and data; and
tell us promptly if something we deliver isn't right.

Timelines depend on getting what we need from you. If something on your side is delayed, our timeline may shift too.

If you give us access to your accounts or systems, we use that access only to do the work you've asked for.

Clayton Method OS accounts

Clayton Method OS is built for businesses. To have an account, you must be at least 18, able to enter into a binding contract, and using it for business purposes. Please give us accurate account information and keep it up to date.

Account security

Keep your sign-in details private, and don't share them.
You're responsible for what happens in your account and workspace, including anything done by people you give access to.
Tell us right away at info@claytonmethod.com if you think someone has gotten into your account without permission.
You can turn on two-step sign-in in Account settings. It is required before you can connect a bank. Keep your authenticator app and its setup key safe; if you lose both, contact us to get back in.

We keep improving Clayton Method OS, so features may be added, changed, or removed over time. We'll try to let you know before a significant change that affects you.

Acceptable use

Please use our websites and Clayton Method OS responsibly. Don't:

break the law or violate anyone's rights, including privacy and intellectual property rights;
send spam, or send messages to people who haven't agreed to hear from you;
upload, post, or send content that is unlawful, fraudulent, deceptive, harassing, threatening, or hateful;
impersonate anyone or misrepresent who you are;
try to get into accounts, workspaces, or data that aren't yours;
probe, scan, or test the security of our systems without our written permission;
upload malware, or overload, disrupt, or interfere with our websites or Clayton Method OS; or
scrape, copy, reverse engineer, or resell Clayton Method OS, except where the law allows it or we've agreed in writing.

If you use messaging features

Clayton Method OS lets you manage conversations by email, text message (SMS), WhatsApp, Facebook Messenger, and Instagram. When you use these features to contact people, you're the sender. You're responsible for your messages and your contact lists. You must:

have each recipient's consent before you message them, in the form the law requires, and keep a record of it;
honor opt-out requests, such as STOP replies and unsubscribe requests, promptly;
identify your business in your messages;
follow the laws and rules that apply to your messages, including the Telephone Consumer Protection Act (TCPA), CTIA's messaging guidance, the CAN-SPAM Act, similar state laws, and WhatsApp's and Meta's business messaging policies; and
follow the terms of the providers that carry your messages, such as Twilio and Meta.

When you send marketing email, Clayton Method OS adds open and click tracking by default, using a tiny image and tracked links. You can turn it off for any email, and you're responsible for telling your recipients that you track opens and clicks, for example in your privacy policy.

If you record or transcribe meetings, tell the people in them and get any consent the law requires. If you share a meeting, its private link shows the recording, notes and transcript to anyone who has the link for 30 days, unless you turn it off sooner. Share it only with people who should see it, and make sure the people in the recording have agreed to that. If you turn on an automatic email reply, Clayton Method OS sends your message from your connected inbox to people who email you, once each while it is on, and you are responsible for what it says. When call recording is turned on, every recorded call begins with a spoken notice that it is recorded, and the recording and transcript are kept for the retention period set in Calls. Some places require everyone's consent before a call is recorded.

If you use publishing features

Clayton Method OS lets you publish posts to Facebook, Instagram, Threads, YouTube, Pinterest, LinkedIn and Bluesky, and to read and reply to comments and mentions on Facebook and Instagram. When you use these features, you're the publisher. You're responsible for what you post and for your replies to comments and mentions. You must:

have the rights to anything you post, such as text, images, and video;
follow each platform's own rules, including Meta's Community Standards, Threads' Community Guidelines, YouTube's Community Guidelines, Pinterest's Community Guidelines, and LinkedIn's Professional Community Policies; and
not use these features to impersonate anyone, post spam, or post unlawful, fraudulent, deceptive, harassing, threatening, or hateful content.

We may pause messaging, publishing or other features for a workspace, or remove content, if we believe it breaks these terms or the law, or if a provider requires it. We'll tell you when we do, unless the law or an urgent risk prevents it.

Your data

You own your data. That includes everything you or your team add to or connect with Clayton Method OS: contacts, conversations and messages, calendar events, bookings, event registrations, meeting recordings and transcripts, call recordings and transcripts when call recording is turned on, payment and invoice records, documents, surveys, social posts, automations, and your budget if you use it.

You give us a limited permission to host, store, copy, transmit, display, and process your data only as needed to provide Clayton Method OS and our services to you, keep them secure, help you when you ask for support, and follow your instructions. That includes using the service providers listed in our Privacy Policy for those purposes.

We do not sell personal information, and we do not use it for targeted advertising.

When your data includes information about your own customers, you decide what's collected and how it's used. We process it on your behalf and follow your instructions. You're responsible for having the right to put their information into Clayton Method OS, and for giving them any notices and getting any consents the law requires.

We protect your data with HTTPS everywhere, per-workspace access controls enforced in the database (row-level security), encrypted storage for connected-account credentials, and limited staff access. No system is perfectly secure, so please keep your own copies of anything you can't afford to lose.

Deleting your data

Email info@claytonmethod.com with the subject "Delete my data" and include the email address or phone number you used with us. We'll confirm and delete your data within 30 days, except records the law requires us to keep, such as invoices and tax records. Our data deletion instructions have the full steps.

If you'd like a copy of your data, ask us before your account is closed.

AI features

Clayton Method OS includes AI features that draft replies, summarize email conversations and meetings, rewrite drafts, run agents, and suggest content. AI in email is off for a workspace until its owner turns it on, and it never sends, deletes or changes an email by itself. When you use them, we send the relevant content to Anthropic to produce the result. In Chat, a workspace can add its own OpenAI key to use OpenAI's models instead; if it does, that content goes to OpenAI rather than Anthropic. In Chat you can also attach images and PDFs; they are sent to the AI provider with your message and kept privately in your workspace until you delete that chat. In Chat you can also ask Claude to remember short notes for later chats; they are stored in your workspace, are visible only to you, are sent to the AI provider along with your later chats, and you can view and delete them at any time. If a workspace owner turns on search by meaning, the text of the workspace's meeting transcripts and summaries, client messages and email from the last year (not bulk or marketing mail) is sent to OpenAI, using the workspace's own OpenAI key, to build a private search index kept in the workspace, and each question that uses it is sent to OpenAI too; turning it off deletes the index. On the Home dashboard, a brain dump sends the text you type or paste to Anthropic to sort it into proposed action items, things you are waiting on and decisions; you review the result and nothing is added until you confirm it. Claude can read your Budget to answer your questions only if you turn on “Let Claude read this budget” in the Budget area; it is off until you do. In Chat, Claude can also read the events you host and who registered for them, to answer your questions, and can propose actions such as publishing an event, cancelling it, emailing people about it or refunding a payment; nothing happens until you approve each one, and refunds only the workspace owner can approve. The AI Workforce, in the Agents area, lets a workspace owner set up AI employees that work on a schedule without anyone watching. Only the workspace owner can set them up, switch them on, start or stop a run, or approve what they propose. An AI employee looks only at the parts of the workspace the owner allows, never your Budget, and what it looks at is sent to Anthropic to produce its result. It never sends anything to anyone; it can only propose action items or a note on a client, and nothing is added until the owner approves it, unless the owner has chosen to have a workflow add them automatically. Proposals left undecided for 30 days are declined. Scheduled runs happen on our servers at about the time set, usually within a few minutes, and we do not promise they will run at an exact second or every time: a run can be late, skipped or fail because of the AI provider, the workspace's AI key or credit, a limit you set, or a fault on our side, and when that happens the run's page says what happened. Each run uses the workspace's AI allowance, so the owner is responsible for the daily spending limit, the time and cost limits they set, and the AI provider charges on the key they use. In Opportunities, Claude can write a short brief about a deal and draft a follow-up email from the deal's records and, only if the workspace owner has turned on AI in email, the client's latest messages; that content is sent to Anthropic. Claude never sends, moves, wins, loses or changes a deal; a drafted follow-up is only text for you to read, change and send yourself. If the owner turns on automatic updates, the app records sent, signed and paid records in a deal's history and moves the deal forward (never to Won or Lost) based on the records it holds, and may suggest starting a deal from a record or a meeting's notes (nothing is created until the owner agrees). If the owner turns on the morning email, the workspace owner receives a short weekday email summarizing what needs attention in the pipeline; it is a summary of your own records, so check a deal before you act on it. If you ask Claude about your business in Insights, it explains figures the app has already calculated from your own records and, for the workspace owner who has allowed it, from their connected bank accounts. Those figures are a cash-basis picture, not accounting, tax or financial advice, and they can be incomplete where records are missing or unmarked, so check them before you rely on them. Those records are what you and your clients put into the app and what your payment provider reports, so check that a deal is where it should be: you are responsible for the decisions you make about your deals. Anthropic's and OpenAI's commercial terms do not permit them to train their models on that content.

AI can get things wrong. Review drafts, summaries, and suggestions before you rely on them or send them. You're responsible for what you send and publish, and for what the agents, AI employees and automations you set up do on your behalf.

Budget

The Budget area helps you plan and track your own spending. It is a planning aid. It is not accounting, bookkeeping, tax, legal, investment or financial advice, and it is not a record we keep for the law or for your taxes. Figures are only as accurate as what you enter or what your bank reports, and totals are estimates; for example, weekly and yearly amounts are calculated from monthly amounts. You are responsible for what you put in it and for keeping your own records.

A budget is visible only to the person who made it. We don't show it to the other people in their workspace, including the workspace owner. Connecting a bank is optional, and it is available only in workspaces where we have turned it on. If you connect a bank or card account (United States accounts only), we use Plaid to read its transactions and bring them into your budget as spending entries, so you can match them to your plan. You sign in to your bank inside Plaid's own window, so we never see or store your bank username or password, and our access is read-only: we can't move money or change anything at your bank. You need two-step sign-in turned on before you can connect a bank. By connecting one, you authorize us and Plaid to access and use your account information as described in these terms, in our Privacy Policy and in the Plaid End User Privacy Policy.

Entries from a bank come from the bank and Plaid. They can be late, incomplete, duplicated or sorted wrongly (for example, a payment sent through an app may be sorted as a transfer, and transfers aren't counted as spending). You can correct how an entry is matched or sorted, but not the amount, date or description the bank reported, so check them against your bank's own records. You can remove a bank at any time in the Budget area. Removing it stops new entries, and you choose whether to keep or delete the entries it already brought in.

If you turn on “Let Claude read this budget”, Claude in Chat can answer questions about your plan and your spending. Our app works out the figures and Claude explains them, but Claude can still misunderstand a question or word an answer badly, so check anything you rely on against the Budget, where you can open a category, group or total and see how it was worked out. Answers are not accounting, tax or financial advice. What the AI provider receives is described in our Privacy Policy.

Connected third-party services

You can choose to connect other accounts to Clayton Method OS, including Google (Calendar, Gmail, YouTube and Google Business Profile), Meta (WhatsApp Business Platform; Facebook Page messaging, posting and comments; and Instagram messaging, posting and comments), Threads, LinkedIn, Pinterest, Twilio, Slack, Zoom, Stripe Connect, Plaid (your bank and card accounts, for the Budget area), and Bluesky.

When you connect an account, you authorize us to access and use it as needed for the features you use. For example, that can mean reading and writing your Google Calendar events so you can see and manage your calendar in Clayton Method OS, reading and modifying your Gmail messages for the Inbox feature, uploading videos to your YouTube channel, reading and replying to your Google Business Profile reviews, sending and receiving messages, publishing posts and replying to comments on Facebook, Instagram or Threads, posting to Pinterest, reading your bank or card transactions through Plaid, or posting to Bluesky for you.

We store the credentials and tokens for connected accounts in our encrypted database, where only your workspace can reach them.

These services are run by other companies, and their own terms and privacy policies apply to your use of them. We don't control them and aren't responsible for them, including their availability, changes they make, or how they handle your data. If a provider changes or ends its service, or limits our access to it, a connected feature may stop working.

Removing our access

You can remove our access at any time:

Google: go to https://myaccount.google.com/permissions.
Facebook, Instagram, or WhatsApp: in your Facebook/Meta settings, go to Settings & privacy → Settings → Apps and websites or Business integrations, and remove Clayton Method.
Threads: in the Threads app, go to your profile menu → Settings → More settings → Website permissions, open Active, and remove Clayton Method.
Bank or card accounts: in the Budget area, choose Remove on the bank, or manage the connection in Plaid's portal at https://my.plaid.com.
Other services: use that service's settings, or contact us.

Removing access doesn't delete data we already have. To delete it, follow our data deletion instructions.

Google user data

We use your Google data only to show and manage your calendar and inbox inside Clayton Method OS, at your request. We don't sell it or use it for advertising, and we don't use it to develop, improve, or train generalized AI or machine-learning models. No one at Clayton Method reads it unless you give us permission, it's needed for security, the law requires it, or it has been aggregated and anonymized for our internal operations.

Clayton Method's use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements. Our Privacy Policy explains in detail how we handle Google user data.

Fees and payments

Your proposal or agreement sets your fees, billing schedule, and payment terms.

When you pay us online, Stripe processes the payment. We do not store card numbers.

Unless your proposal or agreement says otherwise, you're responsible for any taxes that apply to what you buy from us.

If a payment is overdue, we may pause work or access to Clayton Method OS until it's paid. We'll let you know before we do.

Refunds, if any, follow your proposal or agreement.

If you use Clayton Method OS to take payments from your own customers through Stripe Connect or Square, those payments go through your own Stripe or Square account under that provider's terms. You're responsible for your prices, refunds, taxes, and disputes with your customers.

Intellectual property

Our websites and Clayton Method OS, including their software, design, text, graphics, videos, and the Clayton Method name and logo, belong to us or the people we license them from. Beyond normal browsing and sharing links, please don't copy, change, or reuse them without our permission.

Who owns the work we create for you, such as a website, app, or AI workflow, is set by your proposal or agreement. Unless it says otherwise, we keep ownership of Clayton Method OS and of our pre-existing tools, code, templates, and know-how, and we can keep using them in other work.

Other names and logos on our websites belong to their owners.

If you believe something on our websites or in Clayton Method OS infringes your copyright, email us at info@claytonmethod.com with the details, and we'll look into it.

Feedback

We welcome ideas for improving our websites, services, and Clayton Method OS. If you send us feedback or suggestions, we may use them freely, without owing you anything for them.

Text message (SMS) terms

These are the terms for our text message program. They cover texts from Clayton Method itself.

Program name: Clayton Method Text Messages
Our number: (817) 328-8855
What we send: replies to your inquiries, messages to schedule and confirm consultations, appointment reminders, and project updates. We don't send marketing messages.
How often: Message frequency varies.
Cost: Message and data rates may apply.
Customer care: info@claytonmethod.com or (817) 328-8855

How you opt in

You can opt in either of two ways:

Text START, or any message, to (817) 328-8855. Our number is published on claytonmethod.com next to a disclosure about our texts.
Tick the optional box on our booking form at https://claytonmethod.ai/book/clayton-method/discovery-call, which also appears on our Book a Call page. Choose a date and time and select Next; the box is under the Phone field. It is for US and Canadian mobile numbers, it starts unticked, and you can book without ticking it. It is headed "Text messages from Clayton Method (optional)." and reads: "I agree to receive text messages from Clayton Method, sent from (817) 328-8855, about my appointments, inquiries and projects at the number I entered. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is not a condition of booking or purchase." Links to these Terms of Service and our Privacy Policy sit beside it.

Right after you opt in (for a paid booking, once the payment goes through), we text you a confirmation. If you texted us first, it reads: “Clayton Method: Thanks for texting us! You'll get texts about your inquiry, appointments and projects. Msg frequency varies. Msg & data rates may apply. Reply HELP for help, STOP to opt out.” If you ticked the box when booking, it opens with “You're signed up for texts.” instead.

How you opt out or get help

Reply STOP at any time to opt out. STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT, REVOKE, and OPTOUT work too, and so does telling us in your own words (for example “Please stop texting me”). We'll stop texting you.
Reply HELP for help. INFO works too. You can also reach us at info@claytonmethod.com or (817) 328-8855.
Reply START to opt back in after you've opted out. Ticking the box on our booking form doesn't sign you back up; only texting START (or YES or UNSTOP) does.

Good to know

Wireless carriers are not liable for delayed or undelivered messages.
Consent is not a condition of booking or purchase. You can book a call or work with us without agreeing to receive texts. Our booking form asks for your phone number so we can reach you about your appointment; giving it doesn't sign you up for texts.
We do not share, sell, or provide your mobile phone number or messaging consent data to third parties or affiliates for marketing or promotional purposes.
To learn how we handle your information, see our Privacy Policy, including its text messages section.

The same number, (817) 328-8855, is also on WhatsApp through Meta's WhatsApp Business Platform. If you message us there, we'll reply there. WhatsApp's own terms and privacy policy also apply. To stop getting WhatsApp messages from us, tell us in the chat or email info@claytonmethod.com.

Texts from businesses that use Clayton Method OS

Businesses that use Clayton Method OS may send their own texts through it. Those texts come from that business, not from Clayton Method, and that business's own terms apply. To change your preferences, contact that business.

Disclaimers

We work hard to keep our websites and Clayton Method OS running well, but we can't promise perfection.

To the fullest extent the law allows, our websites and Clayton Method OS are provided "as is" and "as available," without warranties of any kind, express or implied, including implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement.

In particular, we don't promise that:

our websites or Clayton Method OS will always be available, uninterrupted, or error-free;
data will never be lost or delayed;
AI output will be accurate or complete;
the figures in the Budget will match your bank, card or tax records; or
our work will produce specific results, such as search rankings, visibility in AI answers, traffic, leads, or revenue.

The content on our websites is general information about our services, not professional advice for your situation.

Any promises in your proposal or agreement still apply.

Limitation of liability

To the fullest extent the law allows:

We are not liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenue, data, or goodwill, even if we were told they were possible.
Our total liability for all claims relating to these terms, our websites, Clayton Method OS, or our services is limited to the greater of (a) the amount you paid us in the 12 months before the event that led to the claim, or (b) USD 100.

These limits apply whatever the legal theory, whether contract, tort (including negligence), or anything else. Some places don't allow some of these limits, so they apply to you only as far as the law allows. If your proposal or agreement sets a different limit, that limit applies to the work it covers.

Indemnity

If someone brings a claim against us because of how you used our websites, Clayton Method OS, or our services, you agree to defend us and cover the resulting losses and costs, including reasonable attorneys' fees. This applies to claims that come from:

your data and content, including information about your customers;
messages you send using Clayton Method OS, including claims under the TCPA or similar laws;
your breach of these terms or of the law; or
your dealings with your own customers.

Here, "us" includes Stargazers Unite LLC and its owners, employees, and contractors. We'll tell you promptly about any claim and cooperate reasonably. You may not settle a claim in a way that admits fault for us or binds us without our written consent.

Termination

You can stop using our websites at any time. If you're a client, you can close your Clayton Method OS account by emailing info@claytonmethod.com. Ending a project is handled by your proposal or agreement.

We may suspend or close your access to Clayton Method OS if you break these terms, don't pay what you owe, put other users or our systems at risk, or if a provider or the law requires it. We'll give you notice when we reasonably can.

When your access ends, your right to use Clayton Method OS ends too. You still owe any fees for work done or service provided before then. We'll handle your data as described in Your data and in our Privacy Policy.

Sections that by their nature should continue after termination still apply, including those on fees you owe, intellectual property, feedback, disclaimers, limitation of liability, indemnity, and governing law.

Governing law and disputes

These terms are governed by the laws of the State of Texas, USA, without regard to its conflict-of-law rules.

If you have a concern, please contact us first. Most things can be sorted out with a conversation.

If we can't resolve a dispute informally, it will be decided in the state or federal courts located in Texas, and you and we agree to the jurisdiction of those courts.

If your proposal or agreement has its own dispute terms, those apply to the work it covers.

Changes to these terms

We may update these terms from time to time. When we do, we'll post the new version on this page and update the "Last updated" date at the top. If a change is significant, we'll also email clients who have a Clayton Method OS account or an active engagement with us.

If you keep using our websites or Clayton Method OS after a change takes effect, you accept the updated terms. Changes to these terms don't alter your proposal or agreement unless we both agree.

General

These terms, our Privacy Policy, and any proposal or agreement between us make up the whole agreement between you and us about their subject.
If any part of these terms can't be enforced, the rest still applies.
If we don't enforce a term right away, we haven't given up our right to enforce it later.
You may not transfer your rights under these terms without our written consent.

Contact us

Questions about these terms? We're happy to help.

Stargazers Unite LLC, doing business as Clayton Method
Plano, Texas, USA
Email: info@claytonmethod.com
Phone: (817) 328-8855