Who CGS Is and What We Do
CGS Global is a business intelligence company.
We observe. We read. We diagnose. We apply human logic to data, patterns, and technology tools to produce intelligence that helps businesses understand what is actually happening in their operations.
CGS is itself a tool, an instrument of observation and analysis in the hands of the people who engage us. We do not guarantee outcomes. We do not predict the future. We read what exists at the moment of observation and return a diagnosis built from what we find.
Reality and patterns cannot be predicted with certainty. What CGS observes today may change tomorrow. We are not liable for reality itself, for what exists, what is missing, what changes, or what outcomes follow from decisions made on the basis of our work.
This policy governs how CGS operates, what we do with data, and what every person who engages with us can expect.
The Intelligence Doctrine
Everything CGS does produces intelligence. Every session, every engagement, every diagnosis teaches CGS something about how businesses operate in the real world. That learning is CGS property.
What This Means
- CGS records sessions, observes patterns, and synthesizes across engagements
- Client identity is never disclosed in cross-engagement intelligence use
- Patterns stripped of identifying information through master tokenization (Section 2A) improve CGS methodology
- By engaging with CGS in any capacity, you consent to anonymized operational patterns being used for methodology development
- Your reality, anonymized, helps build something that helps the next person
What This Does Not Mean
- CGS does not sell, license, or trade your identifying information to any third party
- CGS does not disclose your business situation, financials, or strategy to any other client
- CGS does not use your data to benefit a competitor
- Your anonymized patterns are used for intelligence development only, not for marketing, advertising, or external commercial purposes
Master Tokenization New in v2.1
Every client, partner, and operator inside the Clarity Network receives a master token at the point of onboarding.
The token is how CGS keeps its intelligence doctrine operational, not as a policy statement but as a technical standard.
Identity stays behind the governance layer. The intelligence layer only ever sees the token.
At the point of onboarding, whether as a direct CGS client, a network partner, or an operator, every participant is assigned a unique master token. The token is a unique anonymous identifier that replaces all personally identifiable information across CGS intelligence systems, reporting layers, and cross-network data handling.
How the Token Works
- Token generated at point of signing, filed inside participant's secured governance folder
- All Drive files, EOD recaps, weekly syntheses, Fathom transcripts, and operational reports reference the master token at the intelligence layer, not the identity
- Operator Roster, Incident Log, and compliance documentation retain full identifiable information inside the secured, access-controlled governance folder, never entering the intelligence layer
- When a partner brings their own clients into the network, those clients receive their own tokens. CGS sees the token. CGS never sees the partner's client identity through the intelligence system unless explicitly authorized in writing by both parties
- Cross-network pattern recognition, methodology development, and intelligence product development use tokenized data only
The tokenization standard applies to every engagement, every tier, every product, and every partner relationship inside the Clarity Network without exception. It is not optional. It is the operating condition of being inside the network.
CGS Methodology, Proprietary IP
The sequences, frameworks, diagnostic logic, and analytical methods CGS uses to produce its outputs are proprietary intellectual property belonging exclusively to CGS Global.
- Clients receive outputs, diagnoses, analyses, recommendations, and deliverables
- Clients do not receive, and are not entitled to, the underlying methodology that produced those outputs
- No engagement, contract, payment, or network partnership transfers CGS methodology, frameworks, or diagnostic sequences to any client or partner under any circumstances
- CGS methodology is not disclosed, described in operational detail, or reproduced in any client-facing document
- The fact that CGS uses AI tools, human logic, and pattern recognition in combination is disclosed. The specific sequences and logic CGS applies are not.
This protection applies permanently. It does not expire at engagement end. It is not waived by silence, familiarity, length of relationship, or network partner status.
Limits of Liability
CGS diagnoses what exists at the moment of observation.
Incomplete data produces incomplete diagnoses. Inaccurate data produces inaccurate diagnoses.
The quality of the input is the client's responsibility. The quality of the observation is CGS's.
CGS Is Not Liable For
- Business decisions made on the basis of CGS diagnoses
- Outcomes that follow from acting or failing to act on CGS intelligence
- Diagnoses reflecting incomplete or withheld information
- Changes in business reality after observation was made
- Accuracy of third-party AI tool outputs
- Breaches originating within third-party platform infrastructure
- Conduct of clients or partners within their own systems
- Any claim arising from a partner's handling of their own clients' data
CGS Is Liable For
- Quality and professionalism of observations within the scope of access granted
- Conduct of its team members inside client environments
- Operating within the scope of access authorized by the client
- Responding appropriately to data incidents within CGS's systems and control
CGS's maximum liability for any claim arising from any engagement is limited to the fees paid by the client for the specific service from which the claim arises. CGS is not liable for indirect, consequential, incidental, or punitive damages of any kind.
Tools, Technology & AI
CGS uses tools across multiple categories in the delivery of its services. The specific tools within each category change as better options become available. The standards governing how those tools are used do not.
Tool Categories in Active Use
CGS uses tools across the following categories. Specific tools within each category change as better options become available. The categories and the standards that govern them do not.
- Meeting recording and transcription tools
- AI diagnostic, synthesis, and content platforms
- CRM and pipeline management systems
- Cloud storage and document collaboration platforms
- Communication and messaging platforms
- Video editing and content production tools
- Design and creative production tools
- Calendar and scheduling platforms
- Productivity and office suite platforms
- Automation and outreach platforms
AI Tools
AI Tools, CGS Internal Use
- CGS uses AI tools in diagnostic and analytical work. AI tools process CGS observations and language derived from engagement activity
- CGS does not submit raw client data files directly to AI platforms
- Data processed through AI tools is governed by those tools' published terms in addition to this policy
- No AI tool used by CGS is permitted by its own terms to use customer conversation data to train AI models. CGS operates in compliance with those terms
- No output produced by any tool is delivered to a client without CGS professional review
AI Tools, Network Partner Standard New in v2.1
Every network partner who uses AI tools, regardless of which tools, how many, or whether commercial or custom-built, operates under the following four-requirement standard without exception.
Requirement 1
Approved Tool List
Document which AI tools are authorized for use on client data. Nothing outside the list is approved. New tools require written approval before use.
Requirement 2
Data Entry Policy
A written policy defining what data categories can enter each AI tool and what never can. SSNs, bank credentials, and full tax return data are specifically governed.
Requirement 3
Human Review of Outputs
No AI output goes to a client without a human reviewing it first. The AI produces. A human confirms. The chain of custody is human at every client-facing point.
Requirement 4
Error Log
When an AI tool produces an incorrect or anomalous output, it is logged: date, tool, what was submitted, what was wrong, how it was caught, how it was corrected.
For partners using custom-built or proprietary AI models: if client data was used to train or fine-tune the model, explicit client consent, separate and specific, is required before any client data entered the training pipeline. Building a custom tool adds obligations on top of the standard, not below it.
How CGS Operates, The Three Access Modes
CGS operates in three distinct modes depending on the service. Each mode has a different liability profile and different data handling requirements.
The Clarity Network, Governed Container New in v2.1
The Clarity Network is a governed operational container.
Everyone inside it operates under the same agreement and the same standard.
CGS installs the governance layer. CGS maintains it. Partners operate within it. The network holds the standard. The partner holds the relationship.
The Clarity Network is not a product category. It is the architecture within which all CGS-governed relationships operate. Every client, partner, and operator who enters a CGS engagement enters the Clarity Network.
Network Access Types
- Product Delivery Access, temporary, automatic access granted when any CGS product is purchased. Scoped to deliver what was purchased. Does not require governance enrollment. Ends when delivery is complete.
- Network Partnership Access, ongoing governed access. Requires signed governance documents filed by CGS before any payment for ongoing access is accepted. Grants full network participation: CGS governance installed in the partner's operation, partner standing in the network, and the right to bring the partner's own clients into the governed container.
Partner Clients Inside the Network
When a network partner brings their own clients into their governed operation, those clients enter the Clarity Network through the partner. CGS does not have a direct contractual or data relationship with a partner's end clients unless explicitly authorized in writing by both the partner and the client. The partner's governance program, installed and maintained by CGS, is the protection that extends to their clients.
Partner Standing
Good Standing
All compliance current. Full mark usage. Full network access.
Warning
One or more items overdue less than 14 days. Mark suspended until resolved.
Suspended
Overdue 14+ days. Mark prohibited. Access revoked. Termination follows at 30 days.
Partners may request Inactive status for up to 90 days, no fee, no data hostage, reactivation without re-enrollment, when business circumstances require a temporary pause.
Wholesale, Channel Structure & Partner Privacy Policies New in v2.1
Wholesale and Channel Structure
CGS sets retail pricing for all products and services. Network partners may purchase CGS services at a wholesale rate and deliver those services to their own clients at a marked-up retail price. CGS never adjusts retail pricing and never competes with its own partners on price. The discount lives in the channel, not in the product.
CGS's data relationship is with the partner, not with the partner's end clients. Partners are responsible for ensuring that their delivery of CGS-governed services to their own clients complies with all applicable law, including data protection law applicable in the jurisdictions where their clients are located.
Partner Privacy Policies
Network partners operating inside the Clarity Network may and should maintain their own client-facing privacy policies. A partner's client-facing privacy policy governs the partner's relationship with their clients.
CGS's policy governs the CGS-to-partner relationship. The two policies are complementary and operate at different levels of the chain. A partner's privacy policy must reference CGS as governance infrastructure provider and must state that CGS does not receive, process, or store the partner's clients' financial data. Partners may use the CGS Disclosure Template as the basis for this reference.
A partner's privacy policy does not require CGS approval to be valid, but it must not contradict the CGS standard or misrepresent CGS's role or access scope.
Operator Access and Conduct
CGS delivers services through a team of operators, contractors who access client environments and execute assigned tasks. All operators are bound by the CGS Operator Confidentiality Agreement before any access is granted.
Operator Standards, Non-Negotiable
- Access is scoped to the assigned client only. No operator has standing access to other client environments
- Operators do not extract, screenshot, copy, or transmit client data to any system outside the approved CGS platform environment
- Operators do not discuss one client's situation, data, or engagement with any other client or unauthorized party
- Operators do not submit raw client data to any AI tool without principal authorization
- Operators do not make commitments or representations to clients without CGS principal authorization
- Operators report any data incident to the CGS principal on the same business day it is identified
- Upon engagement termination, operators confirm deletion of locally held client data within 5 business days
Network Partner Operators New in v2.1
Network partners who engage their own operators are responsible for ensuring those operators meet the same standards listed above within the partner's own operation. CGS installs the acknowledgment and training framework for partner operators as part of the governance program build. Partners may not grant operator access to client data before the operator has completed the acknowledgment and course. This requirement applies to all operators regardless of employment status, location, or duration of engagement.
Professional Conduct and Operational Environment
CGS maintains a professional operating environment for its team members, operators, contractors, clients, partners, vendors, and collaborators.
This applies across every channel, every engagement, and every interaction inside the Clarity Network.
The network is a governed community. Conduct standards are part of that governance.
Expected Conduct
All parties engaging with CGS, including prospects, clients, vendors, representatives, and network partners, are expected to communicate professionally and respectfully throughout the engagement process and for the duration of their relationship with CGS and the Clarity Network.
Conduct CGS Will Not Accept
Abusive, threatening, hostile, discriminatory, manipulative, harassing, or consistently disrespectful conduct toward CGS personnel, operators, clients, partners, or representatives will not be tolerated. This applies regardless of the party's role, tenure, or standing in the network.
CGS Reserves the Right To
- Pause communication with any party whose conduct compromises a professional operating environment
- Restrict communication to specific channels or written-only formats
- Suspend operational work pending principal review
- Terminate engagements, network access, or partner standing without further obligation
- Refuse future service to any party removed for conduct reasons
- Escalate matters for principal review, legal counsel, or regulatory notification where conduct creates legal exposure
Nothing in any CGS engagement obligates CGS personnel to remain in abusive, threatening, hostile, or professionally unsafe interactions.
Operational Record Retention for Conduct and Compliance
CGS may review and retain operational records for purposes including operational continuity, quality assurance, training, dispute review, staff protection, compliance, and risk management. These records include emails and written communications, text messages and chat records, CRM activity and contact logs, call logs and voicemail, all Fathom recordings and transcripts, meeting records and scheduling history, and operational notes, task logs, governance documents, and compliance records.
Recordings are retained for the periods specified in Section 9. They are available for review in the event of a conduct dispute, compliance inquiry, or any situation where the operational record is required to establish what occurred. By engaging with CGS and participating in any session, call, or meeting after receiving this policy, all parties acknowledge that recordings are being made and retained under these terms.
Recording as a Condition of Engagement
CGS records all sessions, calls, and meetings using Fathom as a non-negotiable operating standard. Recording is the mechanism by which institutional memory is built, the intelligence system is maintained, the accountability trail is preserved, and both CGS and participants are protected. Recording is not optional. It is the operating condition of every CGS engagement and every activity inside the Clarity Network.
Under California Penal Code Section 632, all-party consent is required for recording. CGS obtains that consent through this policy, the MSA, the operator acknowledgment, and the network partnership agreement, all signed before any engagement begins. By engaging with CGS after receiving this policy and signing any CGS document, participants have given their informed consent to recording under California law.
A person who does not consent to recording cannot participate in CGS sessions, engagements, Clarity Sessions, network activities, or any other CGS-governed interaction. Consent to recording and participation in the network are the same act. They cannot be separated. A participant who withdraws consent to recording exits the network.
Data Retention and Deletion
CGS retains data for the minimum period necessary for legal compliance and operational reference. Records are deleted, not archived, upon expiry. Deletion is confirmed and logged annually.
| Record Type | Retention | Action at Expiry |
|---|---|---|
| Signed MSAs, SOWs, and agreements | 7 years | Delete, confirm in deletion log |
| Client Disclosure Statements | 7 years | Delete, confirm in deletion log |
| Operator Confidentiality Agreements | 7 years | Delete, confirm in deletion log |
| Network Partnership Agreements | 7 years | Delete, confirm in deletion log |
| Governance Recipient Acknowledgments | 7 years | Delete, confirm in deletion log |
| Partner Compliance Rosters | 7 years | Delete, confirm in deletion log |
| Billing and payment records | 7 years | Delete, confirm in deletion log |
| Fathom meeting summaries | 3 years | Delete, confirm in deletion log |
| Client deliverables and analyses | 3 years or client request | Delete, confirm in deletion log |
| GHL sub-account data post-termination | 1 year post-engagement | Export to client on request; delete |
| GHL contact records (pipeline) | 1 year post-engagement | Archive or delete from GHL |
| Intelligence Find session logs | 3 years | Delete, confirm in deletion log |
| Intelligence Find agreements | 7 years | Delete, confirm in deletion log |
| Governance build deliverables | 7 years or partner request | Delete, confirm in deletion log |
| Partner incident logs | 7 years | Retained, regulatory defense record |
| Annual audit records | 7 years | Retained, regulatory defense record |
| Clarity Session contact records | 1 year from session date | Delete from GHL and Drive |
| Clarity Session Fathom summaries | 1 year from session date | Delete, confirm in deletion log |
| Team payroll and time records | 7 years | Delete, confirm in deletion log |
| Internal weekly intelligence documents | 2 years | Archive in internal folder |
| Tokenized methodology intelligence | Indefinite | Retained as CGS proprietary IP, no expiry. Token only, no identifiable information retained. |