Disclaimers & Disclosures

1. ADVISOR MODEL & COMPENSATION DISCLOSURE

KaizenCX provides technology advisory services at no direct cost to our clients. We Are Kaizen LLC operates as a vendor-neutral technology advisor and is a member of one or more technology partner programs through which we may receive compensation.

Specifically:

• When KaizenCX facilitates an introduction between a client and a technology vendor, and the client chooses to move forward with that vendor's solution, We Are Kaizen LLC may receive a referral fee, commission, or recurring revenue share from that vendor through their authorized partner or broker program.

• This compensation is paid by the vendor — not by the client. It does not increase the cost of the vendor's services to the client.

• The existence of these partner relationships does not influence our recommendations. KaizenCX evaluates vendors based on fit for the client's specific needs, not based on the level of compensation available.

• Not all vendors in our network compensate KaizenCX. We may recommend vendors from whom we receive no compensation if they represent the best fit for a client's situation.

This disclosure is made in accordance with the Federal Trade Commission's guidelines on endorsements and testimonials, and applicable state disclosure requirements.

If you have questions about our compensation model or want to know whether a specific vendor relationship exists, contact us at [email protected].

2. NATURE OF ADVISORY SERVICES

KaizenCX provides technology advisory services. Our role is to help organizations evaluate technology options, navigate vendor relationships, compare contract terms, and make more informed technology decisions.

Our advisory services are not:

• Legal advice. Nothing KaizenCX communicates — verbally, in writing, or through this website — constitutes legal advice or creates an attorney-client relationship. For legal matters, consult a licensed attorney.

• Financial advice. KaizenCX does not provide investment, accounting, or financial planning advice. For financial matters, consult a licensed financial advisor or accountant.

• Technical implementation services. Unless a separate written agreement specifically provides for implementation services, KaizenCX's role is advisory. We evaluate and recommend — we do not install, configure, or operate technology systems on your behalf.

• A guarantee of outcomes. Technology decisions involve variables outside our control, including vendor performance, organizational readiness, and implementation quality. Outcomes described on this website reflect the experiences of specific clients in specific circumstances and are not guaranteed.

3. VENDOR NEUTRALITY DISCLOSURE

KaizenCX describes itself as vendor-neutral. This means:

• We do not resell any proprietary technology platform or hold exclusive distribution agreements with any vendor.

• We do not receive upfront fees from vendors to recommend their products.

• We advise across a network of 4,600+ vetted technology partners and make recommendations based on client fit.

We Are Kaizen LLC operates KaizenCRM as a white-labeled CRM platform built on the GoHighLevel platform. KaizenCRM is a separate paid service offering. KaizenCX technology advisory services and KaizenCRM platform services are distinct offerings. A client engaging KaizenCX for advisory services is under no obligation to use KaizenCRM, and KaizenCRM is not recommended as part of the advisory process unless it is genuinely the right fit for the client's needs.

4. WEBSITE CONTENT DISCLAIMER

The information provided on kaizencx.biz is for general informational purposes only. While we make reasonable efforts to keep content accurate and current, we make no representations or warranties of any kind — express or implied — about the completeness, accuracy, reliability, or suitability of any information on this website.

Specifically:

• Industry statistics, research findings, and third-party data referenced on this website are sourced from publicly available reports and are accurate as of their original publication date. KaizenCX does not independently verify third-party data.

• Technology landscapes change rapidly. Information about specific vendors, platforms, or solutions may become outdated. Always verify current product capabilities, pricing, and availability directly with the vendor.

• Case studies and client outcomes described on this website represent real engagements but may not be typical. Results vary based on organizational circumstances, vendor performance, and implementation quality.

• Testimonials reflect the genuine experiences of individual clients and are not compensated. Individual results may differ.

5. AI READINESS QUIZ DISCLAIMER

The KaizenCX AI Readiness Quiz is a general assessment tool designed to provide a starting point for evaluating AI readiness. Quiz results are based entirely on self-reported answers and a general advisory framework developed by KaizenCX.

Quiz results:

• Are not a definitive technical assessment of your organization's AI capabilities or infrastructure

• Do not constitute a recommendation to purchase any specific product or service

• Are not a guarantee of any particular outcome, readiness level, or return on investment

• Should be used as a starting point for conversation with a KaizenCX advisor, not as a basis for major technology investment decisions

Your quiz responses are stored in our CRM system (GoHighLevel) and may be reviewed by a KaizenCX advisor prior to a follow-up consultation.

6. CHATBOT DISCLAIMER

KaizenCX's website includes an AI-assisted chatbot to facilitate initial inquiries. By using the chatbot, you acknowledge:

• All communications submitted through the chatbot are collected and stored by We Are Kaizen LLC and our platform provider, GoHighLevel.

• Chatbot responses may be automated and do not constitute advice from a KaizenCX advisor. They are intended for general inquiry routing only.

• The chatbot is not monitored in real time. For urgent matters, contact us directly at [email protected] or call 509.500.5298.

• Do not submit sensitive personal information through the chatbot, including Social Security numbers, financial account details, passwords, or protected health information.

7. AFFILIATE & PARTNER PROGRAM DISCLOSURE

KaizenCX participates in authorized technology partner and broker programs. Some links on this website or in KaizenCX communications may be referral links through which We Are Kaizen LLC may receive compensation if you choose to engage with a vendor.

This compensation does not affect the price you pay for any vendor's services, and it does not influence our editorial content, recommendations, or assessments. KaizenCX does not accept payment from vendors in exchange for favorable coverage, placement, or recommendation.

8. REFERRAL PARTNER PROGRAM

KaizenCX operates a referral partner program through which individuals and organizations may refer clients to KaizenCX. Referral partners may receive compensation for qualified referrals. If you were referred to KaizenCX through a referral partner, that partner may receive compensation from We Are Kaizen LLC if you engage our services.

This compensation is paid by We Are Kaizen LLC — not by you — and does not affect the cost or quality of services you receive.

9. TESTIMONIALS & CASE STUDIES

Client testimonials and case studies on this website reflect the genuine experiences of real clients. We Are Kaizen LLC does not compensate clients for providing testimonials. Outcomes described in case studies are specific to each client's circumstances and are not guaranteed results.

Where client names are abbreviated or titles are used without full names, this reflects client privacy preferences and does not indicate that the testimonials are fabricated or unverifiable.

10. INTELLECTUAL PROPERTY

All content on kaizencx.biz — including but not limited to the KaizenCX Tech Trends Reports, whitepapers, guides, assessments, and case studies — is the property of We Are Kaizen LLC and is protected by applicable copyright law. Reproduction, distribution, or use of this content without written permission is prohibited.

The KaizenCX name, logo, and all related marks are trademarks of We Are Kaizen LLC.

11. GOVERNING LAW

These disclaimers and disclosures are governed by the laws of the State of Washington. Any disputes arising from your use of this website or engagement with KaizenCX advisory services shall be subject to the jurisdiction of the state and federal courts located in Spokane County, Washington.

12. CONTACT US

If you have questions about any of the disclosures on this page, please contact:

We Are Kaizen LLC, doing business as KaizenCX

Email: [email protected]

Phone: 509.500.5298

Website: kaizencx.biz

Location: Spokane, Washington