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Privacy Policy and Terms of UseDaniel Lohman, CPSA2026-07-17T19:32:07-06:00

Retail Solved Privacy Policy, Terms of Use & Legal Notices

CMS4CPG LLC, doing business as Retail Solved and Category Management Solutions

6732 W Coal Mine Ave #12, Littleton, CO 80123, USA  |  Dan@CMS4CPG.com  |  RetailSolved.com

Effective date: July 17, 2026    Last updated: July 17, 2026

Please read the portions of this legal hub that apply to your use of the Site, account, purchase, download, course, consultation, or other Retail Solved offering.

Table of Contents

1. Business identity and agreement 2. Intended audience and geographic scope 3. Educational purpose; no guarantees 4. Consulting and custom services 5. Accounts and member access 6. Purchases, payment, delivery, and download limits 7. Lifetime access 8. Limited license and ownership 9. Refund and cancellation policy 10. Privacy notice 11. Cookies and similar technologies 12. Community features - not yet active 13. Podcast, webinar, testimonial, and third-party content 14. Copyright, trademarks, and content complaints 15. Availability, warranties, and liability 16. Indemnification 17. Informal resolution, governing law, and venue 18. Changes and contact

1. Business identity and agreement

This legal hub governs the websites, landing pages, free tools, downloads, guides, courses, member areas, webinars, podcast pages, videos, consultations, and related offerings operated by CMS4CPG LLC, doing business as Retail Solved and Category Management Solutions ("Retail Solved," "we," "us," or "our"). By using the Site, creating an account, submitting a form, or completing a purchase, you agree to the portions of this legal hub that apply to your activity.

If you do not agree, do not use the applicable feature or purchase the applicable product or service.

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2. Intended audience and geographic scope

The Site and paid offerings are intended for adults age 18 or older. Paid offerings are presently directed primarily to customers in the United States and Canada. Public educational content may be accessible elsewhere. Access from another jurisdiction does not mean that Retail Solved intentionally markets or offers every product or service there.

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3. Educational purpose; no guarantees

Retail Solved provides education, commentary, examples, frameworks, calculators, templates, and tools concerning consumer packaged goods, retail, category management, shopper behavior, trade marketing, deductions, business operations, and related topics. The content is informational and educational only. It is not legal, tax, accounting, investment, medical, or other regulated professional advice.

You are responsible for your own decisions, due diligence, implementation, retailer and customer relationships, contracts, data rights, compliance, and results. Retail Solved does not guarantee income, sales, profit, distribution, retailer acceptance, promotion performance, deduction recovery, financing, valuation, or any other business outcome. Examples and past results are illustrations only and may not be representative of your situation.

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4. Consulting and custom services

Ongoing consulting, custom analytics, Retail Clarity Decision Tools™, and other professional services may require a separate signed consulting agreement, statement of work, NDA, invoice, or data-access authorization. A separate signed agreement controls if it conflicts with this legal hub.

CPG Cash Leak Triage™ is currently offered as a one-time product that includes access to one initial 60-minute consultation scheduled through Calendly. Any additional work requires a separate consulting arrangement unless the product page expressly states otherwise.

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5. Accounts and member access

You must provide accurate information, protect your username and password, and promptly report suspected unauthorized access. Accounts, course access, and memberships are personal to the registered user. They may not be shared, transferred, resold, or used to provide access to another person or organization unless Retail Solved provides a written multi-user license.

Current MemberPress accounts are primarily used to provide access to free courses, webinar replays, purchased courses, and related resources. Recurring paid memberships are not currently active. Future recurring plans will not begin until the applicable checkout clearly states the price, billing interval, renewal terms, cancellation method, and refund terms.

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6. Purchases, payment, delivery, and download limits

Prices and included features are shown on the applicable product or checkout page and may change before purchase. Prices are stated in U.S. dollars unless otherwise indicated. Payments are processed through Stripe. Retail Solved does not receive or store your complete payment-card number or security code.

Digital products may be delivered through email, a download page, a WooCommerce order page, or a member account. Some download links are limited to a stated number of attempts, commonly three. A download limit is a security and delivery control; it does not authorize link sharing. Contact Dan@CMS4CPG.com if a legitimate purchaser needs replacement access or an updated file.

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7. Lifetime access

When a product states “lifetime access,” it means access for the operating life of CMS4CPG LLC and the applicable Retail Solved product, subject to reasonable technology, security, legal, platform, and business changes. Retail Solved may migrate, update, replace, or retire a delivery platform while using reasonable efforts to preserve substantially equivalent access where practical.

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8. Limited license and ownership

Unless a product page or written license states otherwise, Retail Solved grants the purchaser or registered user a limited, non-exclusive, revocable, non-transferable, and non-sublicensable license to use the content for that user’s own internal business or personal educational purposes. Ownership remains with CMS4CPG LLC or the applicable licensor.

  • Do not copy, reproduce, republish, upload, sell, license, distribute, or share substantial portions of Retail Solved files or content.
  • Do not share login credentials, download links, course access, or member-only resources.
  • Do not remove copyright, trademark, watermark, attribution, or proprietary notices.
  • Do not scrape, crawl, bulk-download, automate extraction, build a competing database, or bypass access controls.
  • Do not use Retail Solved content, transcripts, files, or tools to train or improve an artificial-intelligence or machine-learning model without written permission.
  • Do not create or sell a substitute or derivative course, guide, template library, tool, database, or content collection that copies Retail Solved’s protected expression.

Nothing prevents you from learning general principles and independently applying them to your own business. Copyright generally protects original expression and materials rather than ideas, facts, systems, or methods themselves.

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9. Refund and cancellation policy

Retail Solved wants customers to feel confident purchasing educational resources. The following is the minimum written promise; Retail Solved may provide a more generous resolution in its discretion.

Digital guides, courses, bundles, and downloads

You may request a refund within 14 days after purchase. A reason is not required, although order details help us locate the transaction and correct delivery problems. An approved refund ends the purchaser’s license to use the refunded materials and may end related course or account access. Bundles are ordinarily refunded as a whole rather than item by item.

CPG Cash Leak Triage™

CPG Cash Leak Triage™ includes one-time access to an initial 60-minute consultation. You may request a refund within 14 days after purchase and before the scheduled consultation has been completed. After the consultation has occurred, any refund, credit, or other resolution will be reviewed in good faith at Retail Solved’s discretion. Follow-on consulting is governed by a separate consulting agreement.

Free and future paid memberships

Free accounts may be closed at any time, subject to records Retail Solved must retain. No recurring paid membership is currently active. Before any recurring plan launches, the checkout will disclose renewal and cancellation terms. The refund promise displayed at that future checkout will control.

Refund abuse and chargebacks

Retail Solved may deny or limit a refund involving fraud, duplicate claims, chargeback abuse, account sharing, unauthorized distribution, substantial copying, repeated purchase-and-refund behavior, or other misuse. This does not reduce rights that cannot be waived by law. Please contact Retail Solved before filing a chargeback so access, delivery, or billing issues can be corrected promptly.

How to request a refund

Email Dan@CMS4CPG.com with “Refund Request” in the subject line and include the purchase email, order number if available, product or service, and requested resolution. Approved refunds are returned to the original payment method. Bank and processor timing is outside Retail Solved’s control.

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10. Privacy notice

Information we collect

  • Contact and account information, such as name, email address, username, password credentials stored in hashed form, company information when voluntarily provided, and communications with Retail Solved.
  • Purchase and order information, such as billing address, products purchased, order amount, coupon use, refund history, transaction identifiers, and limited payment details returned by Stripe. Retail Solved does not receive the complete card number or security code.
  • Form and resource information, such as guide requests, calculator inputs and emailed scenarios, survey or quiz responses, meeting requests, support messages, and consent records.
  • Technical and usage information, such as IP address, browser, device, pages visited, referral source, timestamps, server and security logs, link clicks, and cookie or similar identifiers when enabled.
  • Content or profile information voluntarily submitted through future community, directory, review, comment, upload, or member features.

How information is collected and used

  • To provide requested guides, tools, courses, accounts, purchases, consultations, and customer service.
  • To process transactions, prevent fraud, maintain records, and comply with tax, accounting, and legal obligations.
  • To send transactional messages, confirmations, access links, and service communications.
  • To send educational or marketing email when a person has requested or consented to it, with an unsubscribe link in each marketing email.
  • To operate, secure, troubleshoot, analyze, and improve the Site and its content.
  • To enforce terms, protect rights, respond to valid requests, and investigate misuse or security incidents.

Service providers

Retail Solved uses service providers that process information to provide hosting, ecommerce, membership, email, scheduling, video, podcast, analytics, security, and related services. Current or expected providers include GoDaddy and WordPress-related services, WooCommerce, FunnelKit, MemberPress, Stripe, Kit, Google services, YouTube, Voomly, Fusebox, Libsyn, Calendly, Zoom, Pretty Links, and related plugins. Each provider processes information under its own terms and privacy practices.

Retail Solved does not sell personal information and does not currently use paid behavioral advertising. The privacy notice and consent settings will be updated before targeted advertising or customer-list advertising is activated.

Email and consent

Kit is used for guide delivery, double opt-in confirmation, educational email, and marketing communication. Marketing messages include an unsubscribe mechanism. A request to email a calculator scenario is treated as a transactional request unless the form separately and clearly obtains consent for ongoing marketing email.

Retention

Record category Current working retention approach
Orders, invoices, refunds, and tax records Generally 7 years after the transaction, subject to accounting and legal requirements.
Active course and member account data While access remains active or reasonably needed to provide the account or purchased access.
Closed or inactive account profile data Delete or anonymize within approximately 24 months after verified closure when practical, except transaction, security, suppression, and legal records.
Marketing subscriber records Until unsubscribe or a valid deletion request, while retaining a minimal suppression record needed to honor the opt-out.
Contact forms, calculator requests, and support messages Generally up to 24 months unless needed for an active matter.
Analytics Generally up to 14 months when Google Analytics or comparable analytics is enabled.
Security and server logs Generally up to 12 months unless needed to investigate an incident.
Hosting backups GoDaddy currently maintains a rolling backup history of approximately 16 days.

Your choices and requests

Where applicable, you may request access, correction, deletion, export, restriction, or withdrawal of consent by emailing Dan@CMS4CPG.com. Retail Solved may verify the request by matching the requesting email, account, order, or other information. Some transaction, tax, security, legal, and suppression records may be retained when deletion is not appropriate or legally permitted.

Security

Retail Solved uses reasonable safeguards appropriate to a small online business, including SSL/TLS, established payment processing, limited administrator access, software updates, account controls, and rolling backups. No system can be guaranteed completely secure. Users are responsible for protecting their credentials and promptly reporting suspected unauthorized access.

Children

The Site is not directed to children under 13 and is intended for adults. Retail Solved does not knowingly collect personal information from children through paid offerings or member accounts.

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11. Cookies and similar technologies

Retail Solved uses strictly necessary technologies for security, cart, checkout, account login, consent preferences, and core Site operation. The Site may also use functional, analytics, referral, and embedded-media technologies from services such as Google Analytics, YouTube, Voomly, Fusebox, Calendly, Pretty Links, WooCommerce, FunnelKit, MemberPress, Stripe, and security providers.

Complianz is used to scan, categorize, block, and manage cookies and scripts. Where applicable, the consent interface provides choices concerning non-essential technologies and a way to manage consent later. General acceptance of these Terms is not a substitute for any separate cookie consent required by applicable law.

Retail Solved does not currently use paid behavioral advertising or advertising cookies. If that changes, this legal hub, the Cookie Policy, and consent settings will be updated first.

Cookie Policy and consent choices. For the current service-by-service inventory of cookies and similar technologies, see the separate Complianz-generated Cookie Policy. Use the Complianz consent control on the Site to review or change cookie preferences.

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12. Community features - not yet active

Retail Solved may later offer comments, member directories, discussion groups, file uploads, reviews, private messages, live sessions, office hours, opportunity posts, and promotional posts. These features are not currently promised. When activated, users must act lawfully, respect privacy and confidentiality, avoid spam and harassment, and submit only content they have the right to share.

Retail Solved may moderate, remove, restrict, preserve, or suspend content or accounts as reasonably necessary for safety, law, quality, security, and enforcement. Group discussions are not guaranteed confidential because other participants may be present.

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13. Podcast, webinar, testimonial, and third-party content

Guests, speakers, commenters, and linked third parties express their own views. Those views do not necessarily represent Retail Solved. Retail Solved may edit, excerpt, caption, transcribe, and promote recordings subject to applicable permissions. Third-party websites and services have their own terms and privacy practices.

Testimonials and reviews reflect the experience or opinion of the person quoted and are not guarantees of typical results. Any material relationship connected to an endorsement or affiliate link will be disclosed clearly where required.

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14. Copyright, trademarks, and content complaints

Unless otherwise identified, the Site’s original written content, guides, course materials, videos, podcast materials, graphics, tools, compilations, and other protectable expression are owned by CMS4CPG LLC or used with permission. Retail Solved, Bulletproof Your CPG Brand, Retail Clarity Framework™, Retail Clarity Decision Tools™, and other names or marks are used as trademarks or trade names. No ownership or license is transferred except the limited user license stated above.

Unauthorized copying, resale, distribution, credential sharing, scraping, republication, or commercial reuse may result in account suspension, access termination, platform reports, takedown requests, requests for removal, or other remedies selected by Retail Solved. Retail Solved is not required to pursue every suspected infringement, and a decision not to act in one instance does not waive its rights.

Reporting a concern

Send a good-faith copyright, trademark, privacy, or unauthorized-use complaint to Dan@CMS4CPG.com with: your name and contact information; identification of the work or right involved; the specific URL or material at issue; an explanation of the concern; a statement that the information is accurate and submitted in good faith; and your physical or electronic signature. Retail Solved may request additional information, remove or restrict material, contact the affected party, preserve records, or take no action when a notice is incomplete or unsupported.

This complaint process does not obligate Retail Solved to begin litigation, incur enforcement expense, or pursue a particular remedy. Before substantial user-generated content or file uploads are launched, Retail Solved will separately evaluate DMCA designated-agent registration and a repeat-infringer process.

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15. Availability, warranties, and liability

Retail Solved may correct errors, update content, change features, or discontinue offerings. The Site, content, products, and ordinary website services are provided “as is” and “as available” to the maximum extent permitted by law. Retail Solved disclaims implied warranties that may lawfully be disclaimed, including merchantability, fitness for a particular purpose, title, and non-infringement.

To the maximum extent permitted by law, CMS4CPG LLC and its owners, contractors, licensors, guests, and service providers are not liable for indirect, incidental, special, consequential, exemplary, or punitive damages, lost profits, lost data, lost opportunities, or business interruption arising from the Site or an offering. Total liability for a claim will not exceed the amount paid to Retail Solved for the product or service directly giving rise to the claim during the 12 months before the event. These limitations do not apply where prohibited by law.

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16. Indemnification

To the extent permitted by law, you agree to defend, indemnify, and hold CMS4CPG LLC harmless from third-party claims, losses, and reasonable costs arising from your unlawful use, breach of these terms, content you submit, or infringement of another person’s rights.

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17. Informal resolution, governing law, and venue

Before filing a claim concerning an ordinary website purchase, email Dan@CMS4CPG.com with the order number, facts, and requested resolution. The parties will attempt in good faith to resolve the matter informally for 30 days. Colorado law governs this legal hub, without regard to conflict-of-law principles, except where non-waivable consumer law requires otherwise. Subject to applicable law, venue will lie in the state or federal courts serving Jefferson or Arapahoe County, Colorado.

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18. Changes and contact

Retail Solved may update this legal hub prospectively. Material changes will be posted with a new last-updated date and, where appropriate, communicated to registered users. If a provision is unenforceable, the remaining provisions remain effective. A separate signed agreement controls for the engagement it covers.

Contact
CMS4CPG LLC, doing business as Retail Solved and Category Management Solutions
6732 W Coal Mine Ave #12, Littleton, CO 80123, USA
Dan@CMS4CPG.com
RetailSolved.com

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