Terms and Conditions

Effective: November 6, 2026

These Terms and Conditions (“Terms”) govern your use of the ROI Estimator website, order forms, surveys and reports (together, the “Service”), provided by Creating Open Space, LLC (“we,” “us” or “our”). By placing an order, completing a survey or using the Service, you agree to these Terms. If you are ordering on behalf of an organization, you confirm you are authorized to accept these Terms for it.

1. What the Service does

The ROI Estimator collects information about human capital programs, services, initiatives, and other activities through online order forms and surveys. It uses that information to estimate the activity's impact across defined domains (such as engagement, retention and communication) and to translate that impact into estimated financial value and return on investment. Results are delivered as written reports.

2. Estimates, not guarantees

Reports present estimates based on the responses provided, published research and the ROI Estimator's methodology. They are not audited financial statements, accounting, legal, tax or investment advice, and they do not guarantee any financial outcome. Actual results may differ. You are responsible for how you use or rely on a report, including any decisions about budgets, staffing or activities.

3. Information You Provide

You agree to provide accurate, honest, and good-faith information when placing orders, completing surveys, or otherwise using the Service. When estimating the impact of an activity, best estimates are welcome; exact figures are not required. The accuracy of reports depends on the information provided, which we do not independently verify.

Do not include confidential information about other people, trade secrets, or other information you are not authorized to share.

4. Who Receives Reports

  • Report recipients. Reports are provided to participants and other authorized recipients, as applicable to the assessment. Recipients may include coaches, facilitators, program administrators, or other designated professionals involved in the activity.

  • Sponsoring organizations. Organizations that commission or sponsor assessments may receive aggregated reports and analyses describing overall outcomes and return on investment. They may also receive limited administrative information, such as survey completion status. Access to individual reports, where permitted, is governed by the arrangements established for the assessment.

  • Confidentiality. Individual responses and reports are treated as confidential and shared only with authorized recipients. Where assessments include confidential input from additional respondents, that input is reported in accordance with the confidentiality provisions applicable to the assessment.

  • Use and sharing of reports. Authorized recipients may share reports they are entitled to receive, subject to applicable confidentiality obligations. Reports may not be altered and then presented as official ROI Estimator results.

Information about report recipients and applicable confidentiality arrangements will be provided as part of the assessment process.

5. Data and privacy

We collect information provided through order forms and surveys, including names, email addresses, organization details, salary ranges, and survey responses. We use this information to deliver the Service, send survey links, reminders and reports, and improve the ROI Estimator.

We use trusted third-party service providers to operate the Service, including providers for online forms, databases, payments, email, report generation, and artificial intelligence. Some survey responses are processed by an AI service to assist with report summaries and analysis. These providers process information on our behalf, subject to applicable confidentiality and data protection obligations. We do not permit survey responses to be used to train AI models.

We do not sell personal information. We may use de-identified, aggregated data that cannot reasonably identify individuals or organizations to improve the ROI Estimator and its research basis.

For more information about how we collect, use, protect, and retain personal information, please see our [Privacy Policy].

6. Orders and payment

Fees are shown at the time of order and are payable when you order, unless we have agreed to invoice your organization. Payments are processed by our payment provider; we do not store full card details. Discount codes are valid only as issued and have no cash value. Refunds are available for purchases where no services have been rendered. Once an assessment has begun, including the distribution of surveys, processing of responses, or preparation of reports, payments are nonrefundable, except where otherwise required by applicable law. To request a refund, please contact ROI@ROIestimator.com. Approved refunds will be issued to the original payment method.

7. Intellectual property

The ROI Estimator name, website, surveys, report designs, methodology, formulas and coefficients are owned by Creating Open Space, LLC and protected by intellectual property law.

Your purchase gives you the right to use and share reports you are authorized to receive for internal business purposes, client work, presentations, and marketing, subject to applicable confidentiality obligations. Reports may not be altered and then presented as official ROI Estimator results.

You may not copy, reverse-engineer, resell or reproduce the methodology, surveys or report formats, or use them to build a competing product, without our written permission.

8. Limitation of liability

To the fullest extent permitted by law, the Service and reports are provided “as is.” We are not liable for any indirect, incidental, special or consequential damages, or for any loss of profits, revenue or data, arising from your use of the Service or reliance on a report. Our total liability for any claim relating to the Service is limited to the amount you paid for the order the claim relates to.

9. Availability

We aim to keep the Service available and to deliver reports promptly, but we do not guarantee uninterrupted access or specific delivery times. We may update, suspend or change features of the Service.

10. Governing law

These Terms are governed by the laws of the Commonwealth of Virginia, without regard to its conflict-of-law rules. Any dispute will be resolved in the state or federal courts located in or serving Arlington County, Virginia.

11. Changes to these Terms

We may update these Terms from time to time. The updated Terms take effect when posted on this page, with a new effective date. Orders placed before a change are governed by the Terms in effect when they were placed.

12. Contact

Questions about these Terms: ROI@ROIestimator.com