Terms

Plain terms.

Effective October 26, 2026. Terms of Sale updated October 30, 2026

Two documents live on this page. The Terms of Sale cover the Self-Install, the Menu Margin Kit and the free 8 Numbers Kit. The Install Agreement covers the 60-day Coffee Shop Systems Install. You agree to them by checking the box at checkout and paying, or, for the free kit, by downloading it.

Terms of Sale

Who we are

Coffee Shop Systems is a sole proprietorship based on Long Island, New York. It is the seller named on your checkout page and your receipt. Email [email protected]. In these terms, “Coffee Shop Systems,” “we” and “us” mean that business.

What these terms cover

These terms cover the free 8 Numbers Kit and purchases made through a Coffee Shop Systems checkout link:

The Install is also covered by the Install Agreement on this page. If the Install Agreement and these terms say different things, the Install Agreement wins.

What the 8 Numbers Kit is

The 8 Numbers Kit is a download: a written guide and a prompt. The guide walks you through pulling four reports from your POS and payroll. Your AI tool (Claude or ChatGPT) then turns them into a report of your shop’s eight numbers against targets and what the gap is worth a month. It takes about an hour.

The kit is free. You get it by giving us your name and email on coffeeshopsystems.com/kit. It comes with one free 20-minute phone review of your report with Greg. You book it through the link on your download page and in your emails, after your report is done. It does not include setup done for you or any guarantee.

What the Menu Margin Kit is

The Menu Margin Kit is a download: a written guide and a prompt. Your AI tool (Claude or ChatGPT) uses your supplier invoices, your item sales, your menu and the amounts you measure to cost each item you sell, compare it to a 75% benchmark margin, and show the prices that would reach it. It uses only the numbers you give it. Items you have not measured are left out.

The kit is a costing tool, not financial or pricing advice. Its numbers are only as good as the invoices, sales reports and measurements you give it, and an AI tool can misread a document, so check every number before you act on it. The 75% benchmark is a reference point, not a rule for every item. What you charge is your decision. A price change can change how much you sell. No result is promised.

The price is $97. It does not include calls, setup done for you or any guarantee beyond the refund below.

What the Self-Install is

The Self-Install is education and consulting material: written step-by-step packets, prompts and templates for the eight Coffee Shop Systems installs, delivered as one download. You use it on your own, at your own pace.

The price is $2,997. It is one price per owner, not per shop.

It includes two 60-minute video calls with Greg: a kickoff, booked within 30 days of buying, and a closing call, booked between day 45 and day 90 after buying. If your shop wasn’t open when you bought, both windows start on your opening day. You book both through the links on your download page and in your emails. A call that isn’t booked in its window, or is missed without 24 hours’ notice, isn’t made up.

It does not include setup done for you or any guarantee.

Help

If you get stuck, email [email protected] with a screenshot and the step you are on. No reply time is promised.

Delivery

For the Self-Install and the Menu Margin Kit, the download link is on the page you land on right after payment. We also email it to you. Your receipt comes from Stripe. For the free kit, we email you the download link.

Refunds

8 Numbers Kit. The kit is free, so there is nothing to refund. If you paid $297 for it before October 29, 2026, email us and we refund it in full.

Menu Margin Kit. Email us within 30 days of buying, for any reason, and we refund the $97 in full.

Self-Install. The files are delivered in full the moment you pay, so Self-Install sales are final.

Install. Refunds for the Install are as stated in the Install Agreement.

Credits

Self-Install. The full amount you paid for the Self-Install counts toward the Install if you buy the Install within 90 days of buying the Self-Install. If your shop wasn’t open when you bought, the 90 days start on your opening day.

Menu Margin Kit. The $97 you paid counts toward the Self-Install if you buy the Self-Install within 90 days of buying the Menu Margin Kit. We send you a one-time checkout link with the $97 taken off.

The credit comes off the first Install payment. It does not apply to the beta price. One credit per owner. A credit isn’t cash, can’t be transferred, and can’t be combined with any other price. We send you a one-time checkout link with the credit taken off.

To join the Install, your shop must meet the requirements in place at the time. Today those are: open, on a POS and a payroll service that can email or export a daily report, and doing at least $30,000 a month in sales. If you own more than one shop, the $30,000 is all your shops combined, up to 4 shops.

Your tools, your cost

The materials use tools you choose, sign up for and pay for yourself: your POS, your payroll service, Google, Zapier, and Claude or ChatGPT. Their terms apply. Their screens and menus change over time. We are not responsible for their service, their outages or their changes.

Check the AI’s work

The materials use AI tools to do much of the work. AI makes mistakes. Check anything an AI tool writes before you use it. That includes schedules, prices, pay, orders and messages. You decide what to use.

Not a franchise

You run your shop under your own name and brand. You get no right to use the Coffee Shop Systems name or any of our names, logos or marks. You choose your own suppliers. We do not require you to buy anything from anyone. You pay no royalties and no ongoing fees. Nothing in the materials is required: you decide what to use. We have no control over how you run your business.

No promised results

Any numbers about Greg’s shop, in the materials or on our site, are one shop’s history, with context. They are not a promise or a prediction of your sales, profit or savings. Any value math in the kit or on the Scorecard uses your own numbers and an “if.” Your results depend on your shop, your market, your team and your work. We do not promise any sales, profit, savings or other number.

How you may use the materials

You may use the kits and the Self-Install in your own business, including more than one location you own. You may print them and share them with your own staff. You may not resell, publish, post or share them with anyone outside your business. Coffee Shop Systems keeps the copyright.

Nothing in the materials is legal, tax, accounting or employment advice. Pay, scheduling, hiring, labor and advertising rules differ by state and city. Check them with your own advisors before you change pay, schedules or how you market.

Taxes

Prices do not include sales tax. If sales tax applies to your purchase, it is added at checkout.

Limit of liability

To the extent the law allows, the most Coffee Shop Systems owes you for any claim about a purchase is the amount you paid for it. We are not responsible for lost profits, lost sales or any other indirect loss.

Law

These terms are governed by New York law. Any court case about them is brought in the courts of New York State.

Agreeing to these terms

You agree to these terms, and to the Install Agreement if you buy the Install, when you check the box at checkout and pay.

Changes

We may update these terms. The version in effect on the day you buy applies to that purchase.

Contact

[email protected]

Install Agreement

1. Who this agreement is between

1.1 Coffee Shop Systems. Coffee Shop Systems is a sole proprietorship based on Long Island, New York. It is the seller named on your checkout page and your receipt. Email: [email protected]. In this agreement, “Coffee Shop Systems,” “we” and “us” mean that business.

1.2 Greg. “Greg” means the owner of Coffee Shop Systems. Greg leads the program and runs the calls.

1.3 You. “You” means the business that buys the Install. The person who checks the box at checkout confirms they have the right to agree for that business.

2. How you agree, and what your order is

2.1 You accept this agreement when you check the box at checkout and pay. That counts the same as a signature.

2.2 Your order is made of two things:

  1. what you bought at checkout: the price, whether you paid in full or in three payments, and the number of shops the price covers; and

  2. what we confirm to you in writing by email: your shops, your cohort, your Day 1, your weekly call day and time, your payment dates and amounts, any credit under section 7.5, whether the payback guarantee applies, and, for beta clients, the details in section 15.

If your order and this agreement say different things about those items, your order wins. On everything else, this agreement wins.

2.3 We also send you letters, packets, step lists and plain-language summaries. They explain the program. They do not change this agreement. If one of them says something different, this agreement wins.

2.4 Anything said in a video, a post, on our website or on a sales call is not part of this agreement unless it is written here or in your order.

3. What the Install is

3.1 The Coffee Shop Systems Install is a 60-day education and coaching program for independent coffee shops. We teach you how to put eight systems into your shop. We call each one an “install.”

3.2 You do the work. You do it in your own accounts, under your own shop’s name. We teach, coach and check your numbers.

3.3 Day 1. Day 1 is the date of your first weekly call. You and Greg set it at your kickoff call, and we confirm it by email with a calendar invite. Every day number in this agreement counts from Day 1. Day 30 is 29 days after Day 1. Day 45 is 44 days after Day 1.

4. What you get

4.1 Eight installs over 60 days. Each install is a step list with copy-and-paste prompts and templates. Each step list ends with a “done looks like” line. That line says what the install looks like when it is running. The eight installs are:

  1. AI back office
  2. Financial scorecard
  3. Operations and accountability
  4. Labor
  5. Cost of goods
  6. Marketing and loyalty
  7. Hiring and training
  8. GM system (the manager system)

4.2 Before Day 1. Right after you pay, you land on your welcome page. It has the link to book your kickoff call and your Before Day 1 files. We also email you the link. You book the kickoff call yourself, at a time at least a week out, and you do the Before Day 1 work before it.

4.3 Every step list is visible on Day 1. We walk through one install a week on the weekly call. Installs 1 and 2 are both in week 1.

4.4 We improve the step lists as we go. When a client gets stuck on a step, we rewrite the step. There are always eight installs.

4.5 Weekly call. One 60-minute call a week for 8 weeks, on the same day and time each week. When three or more shops start in the same week, the call is a group call with those shops, which we call your cohort. Until then, your weekly call is one on one with Greg. Your shop’s manager may join every call. Each call covers your numbers, the install of the week, and what you do before the next call.

4.6 Two one-on-one calls with Greg, 45 minutes each:

  1. a kickoff call before Day 1, to check your access, set your starting numbers (your “baseline”) and set your targets; and

  2. a day-60 call near the end of the 60 days, to review your before and after.

4.7 Numbers checks. A 30-minute call at about Day 90 and another at about Day 180. Each one reviews your numbers against your baseline.

4.8 Monday note. Each Monday during the 60 days, Greg reads your scorecard and sends you a short note on your numbers.

4.9 Help by email. If you get stuck between calls, email [email protected]. We do not promise a reply time for email or for the Monday note.

4.10 More than one shop. If your order covers more than one shop:

  1. In week 1, you wire every shop’s data.

  2. At kickoff, you pick a pilot shop. Installs 3 to 8 go into the pilot shop first.

  3. Each install then rolls into your other shops the week after it is running in the pilot shop.

  4. Your shop managers may join the weekly call.

  5. You get the same two one-on-one calls. The Day 90 numbers check covers every shop.

4.11 All calls are by video call or phone. Nothing in the program happens in person.

5. How the work gets done

5.1 Your accounts, your work. You do every step in your own accounts. These include your point of sale system (POS), your payroll service, Google, Zapier, and Claude or ChatGPT.

5.2 We do not log into your accounts. The only exception is the last resort under the install guarantee in section 9.6.

5.3 Your scorecard. You share your scorecard sheet with us as a viewer. That lets Greg read your numbers each week. It is view-only access to one sheet. You can remove it at any time. If you do, Greg cannot read your numbers for the Monday note.

5.4 Beta wiring. If you are a beta client, you wire installs 1 and 2 on a screen share while Greg watches. You do the typing and clicking.

5.5 Your tools, your cost. You choose, sign up for and pay for your own tools. These include an AI tool (Claude or ChatGPT), Zapier, Google, your POS and your payroll service. Your POS and payroll service must be able to email or export a daily report. Their terms and prices apply to you. Their screens and menus change. We are not responsible for their service, their outages or their changes.

5.6 Check the AI’s work. The program uses AI tools to do much of the work. AI makes mistakes. Before you use anything an AI tool writes, you check it. That includes schedules, prices, pay, orders, job ads, and messages to customers, staff or creators. You decide what to use.

5.7 Your shop, your decisions. You make every decision about your shop. That includes pay, hours, hiring, firing, prices, suppliers, recipes and marketing. You are responsible for following the laws that apply to your shop. That includes labor, wage and hour, tax, food safety, privacy and advertising rules. It also includes making sure any post you get in return for free product says so.

5.8 Not legal, tax or accounting advice. Nothing in the program is legal, tax, accounting or employment advice. Rules differ by state and city. Check with your own advisors before you change pay, schedules or how you market.

6. Not a franchise

6.1 This is education and consulting. You run your shop under your own name and brand.

6.2 No trademark license. You get no right to use the Coffee Shop Systems name, or any name, logo or mark of ours or of any business Greg owns. Do not use them on your shop, your menu or your marketing.

6.3 No required suppliers. You choose your own suppliers, vendors and products. We do not require you to buy anything from anyone. We do not sell you products or equipment.

6.4 No royalties and no ongoing fees. The price in your order is all you pay us for the Install. You never pay us a share of your sales.

6.5 No control. We do not approve, inspect or control how you run your shop. You decide which parts of the program to use and keep. You can change or stop any of it at any time.

6.6 No territory. We do not grant you a territory or any exclusive right.

6.7 Independent businesses. We are not partners or joint venturers. Neither of us is the other’s employer or agent.

7. Price

7.1 Your price is in your order. It is set by your cohort and your number of shops.

7.2 One shop: the cohort price.

7.3 More than one shop: the cohort price for the first shop, plus half the cohort price for each extra shop. Up to 4 shops in total.

7.4 Examples.

  1. Cohort 2, one shop: $15,000.

  2. Cohort 2, three shops: $15,000 + $7,500 + $7,500 = $30,000.

  3. Beta, one shop: $5,000. Beta, three shops: $5,000 + $2,500 + $2,500 = $10,000.

7.5 Credits.

  1. Self-Install. If you bought the Coffee Shop Systems Self-Install, the full amount you paid for it counts toward your price if you buy the Install within 90 days of buying the Self-Install. If your shop was not open when you bought it, the 90 days start on your opening day.

  2. One credit per owner, not per shop. The credit comes off payment 1. Payments 2 and 3 do not change. It does not apply to the beta price. A credit is not cash and cannot be transferred. We send you a one-time checkout link for the lower payment 1.

Example: cohort 2, one shop, with a $2,997 Self-Install credit. You pay $2,003 at signup, $5,000 on Day 30 and $5,000 on Day 45.

7.6 Taxes. Prices do not include sales tax. If sales tax applies to your purchase, it is added at checkout or on your payments.

8. Billing

8.1 Payment 1 is due at signup. It is $5,000 unless your order says otherwise. If you pay in full, the whole price is due at signup and there are no payments 2 and 3.

8.2 Payments 2 and 3. The rest of the price is split into two equal payments. Payment 2 is due on Day 30. Payment 3 is due on Day 45. We confirm the dates and amounts by email once Day 1 is set.

8.3 Beta. A beta client with one shop pays one $5,000 payment at signup and nothing after. A beta client with more than one shop pays $5,000 at signup and the rest in two equal payments on Day 30 and Day 45.

8.4 Autopay. At checkout you save a card or a bank account (ACH). By checking the box at checkout and paying, you authorize us to charge it for payments 2 and 3, on their dates, for the amounts in your order. This authorization lasts until every payment is made. To change the card or account, email us before the payment date. Our payment processor is Stripe.

8.5 Due by date, not by progress. Each payment is due on its date, whether or not an install is running. If an install is not running, the install guarantee in section 9 is how that gets fixed. You may not hold back, delay or dispute a payment because an install is not running yet.

8.6 Failed payment. If a charge fails, Stripe tries again and we email you. If a payment is still unpaid 7 days after its date, these pause until it is paid: the weekly calls, the one-on-one calls, new packets and both guarantees. When you pay, they restart. A pause does not move any payment date.

9. The guarantees

There are two guarantees. The install guarantee (9.1 to 9.6) is a promise of more help. The payback guarantee (9.7 to 9.20) is money back if your numbers miss a set bar, and it applies only if your order says so.

The install guarantee

9.1 One shop. This is our install guarantee, word for word:

“Follow the steps and all eight installs are running in your shop by day 60. If you do the week’s work and an install still isn’t running, I keep working with you at no cost until it is, on a screen share if that is what it takes.”

9.2 More than one shop. If your order covers more than one shop, this is our install guarantee instead, word for word:

“Follow the steps and all eight installs are running in your first shop by day 60 and in every one of your shops by day 90. If you do the week’s work and an install still isn’t running, I keep working with you at no cost until it is, on a screen share if that is what it takes.”

9.3 What the words mean. These meanings apply to both guarantees.

  1. “I” means Coffee Shop Systems, acting through Greg.

  2. “Running” means the install matches the “done looks like” line in its step list.

  3. “The week’s work” means every step in that install’s step list.

  4. “Your first shop” means the pilot shop you pick at kickoff.

  5. “At no cost” means no extra charge from us. Your own tool costs stay yours.

  6. “Day 60,” “day 90” and “day 120” count from Day 1.

9.4 What the install guarantee covers. It covers getting the installs running. It is a promise of more help, not money back. Money back comes only under the payback guarantee (9.7 to 9.20), and only if your order says it applies.

9.5 What neither guarantee covers. Neither guarantee is a promise of any result. We do not promise any sales, profit, savings, labor %, product cost % or any other number. See section 11.

9.6 Last resort: working in your account. If the steps, the calls and email help have not got an install running, Greg may work in your account to fix it. He does this only on a screen share with you, only with your OK, and only for that fix.

The payback guarantee

9.7 When it applies. The payback guarantee applies only if we confirm “Payback guarantee: Yes” to you in writing before Day 1. It never applies to a beta client.

9.8 The words. This is our payback guarantee, word for word:

“Do every week’s work and send your numbers every Monday. If your day 90 scorecard isn’t on pace to save you more than you paid within 12 months, I refund every dollar, and you keep everything.”

9.9 What the words mean. For the payback guarantee:

  1. “Every week’s work” means every condition in 9.12.

  2. “Send your numbers every Monday” means your scorecard has a complete row for every week from Day 1 to the end of the measurement period, and our viewer access (5.3) stays on the whole time.

  3. “Your day 90 scorecard” means your numbers for the measurement period: the 4 full weeks, Monday to Sunday, that end on or before Day 90.

  4. “On pace to save you more than you paid within 12 months” means the annual savings figured under 9.10 are more than what you paid.

  5. “You paid” and “every dollar” mean the total you paid us under this agreement. They do not include the Self-Install, the 8 Numbers Kit, your own tool costs or anything you paid anyone else.

  6. “You keep everything” means you keep the materials and may keep using them as section 12 allows.

9.10 The bar. We figure it the same way every time:

  1. Labor points saved: your baseline labor % minus your measurement period labor %.

  2. Product points saved: your baseline product cost % minus your measurement period product cost %.

  3. Annual savings: labor points saved plus product points saved, times your net sales for the measurement period, times 13.

  4. If the annual savings are more than what you paid, you are on pace and no refund is owed. If they are not, a refund is owed, as long as every condition in 9.12 is met.

  5. Example: you paid $15,000. Net sales for the measurement period were $55,000, which is $715,000 a year. Labor went from 31% to 29.5% (1.5 points). Product cost went from 32% to 31.5% (0.5 points). 2 points of $715,000 is $14,300, which is less than $15,000. If every condition was met, we refund $15,000. At those sales, about 2.1 points in total clears the bar.

9.11 Your baseline.

  1. At the kickoff call, your AI pulls the 13 full weeks before kickoff: net sales from your POS, labor cost from your payroll service, and product purchases from your vendor invoices.

  2. Net sales means sales after discounts, comps and refunds, before sales tax and tips. Labor cost means wages, overtime, bonuses and employer payroll taxes for everyone who works in the shop. Labor % is labor cost divided by net sales. Product cost % is product cost divided by net sales.

  3. We write the numbers, the dates, the reports used and how each number is figured on a one-page Baseline Record. It says whether owner pay is in labor cost. Both of us confirm it by email before Day 1. The payback guarantee starts only when both of us have confirmed it.

  4. The measurement period uses the same reports and the same method as the Baseline Record. One difference: product cost in the measurement period is your counted product cost (opening count plus purchases minus closing count) whenever your Sunday counts cover the period.

  5. If your shop has fewer than 13 full weeks of history, the baseline uses what there is. With fewer than 8 full weeks, the payback guarantee does not apply.

9.12 The conditions. A refund is owed only if every one of these is true. Each one is shown by the records in 9.13.

  1. Calls. You were on at least 7 of the 8 weekly calls, live, and on both one-on-one calls.

  2. The work. You did every week’s work for all eight installs by Day 60, and you did not undo any of it before the end of the measurement period.

  3. Monday numbers. Your scorecard has a complete row for every week from Day 1 to the end of the measurement period, and our viewer access stayed on.

  4. Checklists. From the week after install 3 is running to the end of the measurement period, your opening and closing checklists were signed off, with photos, on at least 90% of the days your shop was open.

  5. Schedule. From the week after install 4 is running to the end of the measurement period, the paid hours in your payroll each week were no more than 5% over the hours your install 4 schedule called for that week.

  6. Prices. The price changes from install 5 were live in your POS within 14 days of that week’s call and stayed in place through the measurement period.

  7. Written recommendations. Every change Greg recommended in writing on labor, scheduling, prices, portions or ordering, in the Monday note, a call summary or an email, was in place within 14 days, unless Greg agreed in writing to skip it. You always decide what to do in your shop. Choosing not to make a recommended change ends the payback guarantee.

  8. Payments. Every payment was made on its date or within the 7 days in 8.6, and you did not dispute any charge with your bank or card company.

9.13 The records that decide it. Only these records decide a claim. What anyone says or feels about the program does not.

  1. Your POS sales reports and your payroll reports.

  2. Your scorecard, including its weekly rows and the checklist sign-offs and photos.

  3. The price history in your POS.

  4. The weekly call recordings and who was on each call.

  5. The Baseline Record, the Monday notes, call summaries and our emails.

9.14 When something outside the program hits your numbers.

  1. Slow season. If your average weekly net sales in the measurement period are more than 15% below your baseline average, the same 4 weeks one year earlier become the baseline, if your reports go back that far.

  2. Closures and big changes. If, during the measurement period, your shop was closed 3 or more days it would normally be open, was under construction, changed owners, changed its POS or payroll service, or opened or closed a location, the measurement period moves to the next 4 full weeks without any of these. The claim window moves with it.

  3. Minimum wage. If a legal minimum wage increase takes effect after the baseline period, the extra wage cost from that increase comes out of measurement period labor cost before labor % is figured.

9.15 How to claim.

  1. Email [email protected] between Day 90 and Day 100. If the measurement period moved, claim within 10 days after it ends.

  2. Attach your POS sales summary and your payroll reports for the measurement period. Keep every record in 9.13 through Day 180.

  3. No claim in the window means no refund.

9.16 How we answer.

  1. Within 15 business days of a complete claim, we send you in writing the math under 9.10 and a check of each condition in 9.12.

  2. If a refund is owed, we refund every dollar you paid us within 30 days of your claim, to the card or bank account you paid with.

  3. If a refund is not owed, we show you which number or condition missed and the record that shows it.

9.17 If we disagree. First we go through the reports together on a call. If we still disagree, a CPA we both agree on figures the numbers from the same reports, using the Baseline Record’s method, and checks the conditions against the records in 9.13. The CPA’s answer is final. Whichever side the CPA rules against pays the CPA.

9.18 What a refund ends. When we pay a refund, this agreement ends. Any open install guarantee work and the Day 180 numbers check end with it. You keep the materials and may keep using them as section 12 allows. There is one refund per agreement. The sections listed in 18.2 keep applying.

9.19 More than one shop. If your order covers more than one shop, the payback guarantee uses every shop’s numbers added together, against the total price. The words in 9.8 read “day 120” in place of “day 90.” The measurement period is the 4 full weeks that end on or before Day 120, and the claim window is Day 120 to Day 130. 9.12(b) reads “by Day 90 in every shop,” and the other conditions in 9.12 apply in every shop.

9.20 Only remedy; bank disputes. The payback guarantee is the only remedy if your numbers miss the bar. If you dispute a charge with your bank or card company instead of claiming under 9.15, the payback guarantee ends, and we may answer the dispute with this agreement, your order, your autopay authorization, the call recordings and the records in 9.13.

10. If you stop showing up

10.1 Your payments stay due on their dates.

10.2 If you miss two weekly calls and have not done those weeks’ work, we email you. If you do not do that work within 14 days of our email, the install guarantee ends for the installs you skipped.

10.3 The install guarantee stays in place for every install whose week’s work you did.

10.4 You keep the step lists and call recordings you received, to use as section 12 allows.

10.5 Missing calls or skipping work can also end the payback guarantee. See 9.12.

11. Results and earnings

11.1 Any numbers you heard from us about Greg’s shop are one shop’s history. That includes “$420,000 in year one” and “$1.2 million a year now.” They are not a promise or a prediction of what your shop will do.

11.2 Any value or payback math we showed you, on a call, in the 8 Numbers Kit or on the Coffee Shop Scorecard, used your own numbers and an “if.” It is an example, not a forecast.

11.3 Your results depend on your shop, your market, your team and your work. Results differ from shop to shop.

11.4 We do not promise any sales, profit, savings or other number. The payback guarantee in section 9 is a refund if your numbers miss a set bar. It is not a promise that they will hit it.

12. The materials

12.1 What they are. The materials are the step lists, prompts, templates, scorecard workbook, packets, letters and call recordings we give you.

12.2 We own them. We keep all rights in the materials, including copyright.

12.3 How you may use them. You may use the materials only in the shops your order covers. You may print them and share them with your own staff at those shops. You may not resell, publish, post or share them with anyone outside your business. You may not use them to teach or coach other shops.

12.4 What is yours. Your data, your numbers, your filled-in sheets and the content you make are yours. That includes your videos, menus, recipes and messages.

13. Your data and confidentiality

13.1 Your data stays in your accounts. We read only your scorecard sheet, as a viewer (section 5.3). The exception is a screen share you allow (sections 5.4 and 9.6). We keep only what we need to run the program: your contact details, your payment records, and the notes and numbers we use for the calls, the Monday note and the numbers checks.

13.2 Your confidential information. This means your numbers, your profit and loss, pay rates, vendor prices, staff details, customer details and anything else you share with us that is not public. We keep it private. We use it only to run your program. We share it only with people who help us run the program and who keep it private. We never publish it, except as section 15 allows for beta clients.

13.3 Our confidential information. This means the materials, anything about Greg’s shop that is not public, and the other shops’ information you see in the program. You keep it private. You use it only to run your business under this agreement.

13.4 Your cohort. On a group weekly call, each shop’s numbers are shown to the other shops on the call. You agree to that. You keep the other shops’ numbers and information private.

13.5 What is not confidential. Information that is already public, that the other side already knew, or that the law requires someone to share. If the law requires one of us to share the other’s confidential information, that side tells the other first, if the law allows.

13.6 How long. These promises last for 2 years after this agreement ends.

14. Recordings

14.1 We record the weekly calls. Recordings of group calls are shared with the shops in that cohort.

14.2 We may use weekly call recordings in future training, including future versions of this program and the Self-Install. Your face, voice and first name may be in them. Before a recording is used in training, we remove or cover any shop name and any of your numbers.

14.3 We ask before we record a one-on-one call or a numbers check. You can say no. If you are not a beta client, we use those recordings only to run your program.

15. Beta clients

15.1 This section applies only if you paid the beta price. A beta client pays a lower price than later clients. In return, the beta client lets us publish their before and after. At kickoff we confirm by email your first name, state and shop type for the case study, whether we may record the Day 60, Day 90 and Day 180 calls, and any completion rebate.

15.2 What we may publish. Your eight scorecard numbers at baseline, next to the same numbers at Day 60, Day 90 and Day 180. With them: your first name, your state and your shop type (drive-thru, cafe or kiosk). The eight numbers are sales per day, transactions per day, average ticket, transactions per hour at peak, labor %, product cost %, four-wall margin % and owner hours in the shop.

15.3 What we never publish without a separate written yes from you: your shop name, your address, your last name, your profit and loss, rent, pay rates, vendor prices and staff names.

15.4 Numbers go out as they are. Up, flat or down. Nothing is rounded up. Nothing is left out because it looks bad.

15.5 We say you were a beta client. The case study says in plain words that you paid a reduced price in exchange for publishing your numbers. If you got a rebate or credit, it says that too.

15.6 You see it first. You see the case study before it goes out. You get 5 business days to fix a wrong number. You cannot stop the case study, but a wrong number never goes out.

15.7 Clips. If you say yes to recording the Day 60, Day 90 or Day 180 call, clips from it may be used in the case study and in Coffee Shop Systems content. Saying no to a recording does not cancel the case study.

15.8 Completion rebate. If we confirm a completion rebate to you in writing, we pay you $2,500 back at Day 90 if all eight installs are running and your numbers publish. The case study says so.

15.9 Your permission under this section lasts after this agreement ends.

16. Refunds and cancellation

16.1 Before your kickoff call. If you email us to cancel before your kickoff call starts, we refund everything you paid, and this agreement ends.

16.2 After your kickoff call starts, payments are not refundable and stay due on their dates. The only refund after that point is one owed under the payback guarantee.

17. Limit of liability

17.1 To the extent the law allows, the most we owe you for all claims about this agreement or the program, put together, is the total you paid us under this agreement.

17.2 To the extent the law allows, we are not responsible for lost profits, lost sales or any other indirect loss.

18. When this agreement ends

18.1 This agreement ends after the Day 180 numbers check, or later if install guarantee work is still open then. It ends sooner if you cancel under 16.1 or we pay a refund under the payback guarantee (9.18).

18.2 These sections keep applying after it ends: 5.5 to 5.8, 6, 8 (for any payment still owed), 11, 12, 13, 14, 15, 17 and 19.

19. General

19.1 Law. New York law governs this agreement.

19.2 Courts. Any court case about this agreement is brought in the courts of New York State.

19.3 Checking the box counts as signing. Checking the box at checkout counts the same as a signature in ink. Email counts as “in writing.”

19.4 Moving this agreement. You may not transfer this agreement to anyone else without our written OK. We may transfer it to a company Greg owns or controls, or to a buyer of the Coffee Shop Systems business. If we do, we tell you by email.

19.5 Notices. Notices go by email. Ours go to the email you used at checkout. Yours go to [email protected]. A notice counts as given on the day it is sent.

19.6 Changes. A change to this agreement counts only if it is in writing and both of us agree to it by email.

19.7 If one part fails. If a court finds part of this agreement cannot be enforced, the rest still applies.

19.8 Whole agreement. This agreement and your order are the whole agreement between us about the Install. They replace anything said or written before.