How is this different from a marketing agency or CRM consultant?

Agencies execute tactics. CRM consultants configure software. I build the operational system that connects your marketing, sales, and delivery into one revenue engine, and I coach your team to run it. When we're done, you don't need me anymore.

We're only a $3M company. Are we too small for this?

If you have a sales team, a marketing function, and clients to serve, you have a revenue engine, even if it's held together with duct tape. The earlier you build the right systems, the faster you grow.

What if my team resists the changes?

That's exactly why this is done-with-you, not done-to-you. Your team is involved in every phase: mapping their own processes, defining their own metrics, choosing the AI tools they'll actually use. People don't resist change they helped create.

What kind of AI tools will we implement?

Depends on where your biggest time drains are. Common implementations include AI-powered lead scoring, automated follow-up sequences, chatbots for initial customer support, and automated reporting dashboards. We focus on tools that save your team measurable hours per week, not shiny objects.

I've been burned by consultants before.

Most consulting engagements fail because the consultant builds something in a silo that the team rejects, or because the engagement ends and nobody knows how to maintain what was built. My model solves both problems: your team builds it with my guidance, so they own it. And every recommendation comes from your actual data, not a generic template.

Terms of Service

Last updated June 17, 2026

Effective on acceptance.

Version: tos-2026-06-17 (effective June 17, 2026)

These Terms of Service ("Terms") are a binding agreement between Modern BizOps LLC, a Virginia limited liability company with offices at 2502 Kenmore Rd, Henrico, VA 23228 ("Modern BizOps," "we," "us," or "our"), and the business that accepts these Terms ("Client," "you," or "your"). By clicking "I agree," creating an account, or using the Modern BizOps platform or coaching services (together, the "Services"), you agree to these Terms, to the Data Processing Agreement linked here (https://modernbizops.com/dpa), and to the Privacy Policy linked here (https://modernbizops.com/privacy). If you do not agree, do not use the Services.

If you are accepting on behalf of a company, you represent that you are authorized to bind that company, and "you" and "Client" mean that company.

1. The Services

Modern BizOps provides revenue operations coaching and a software platform (the "Platform," at app.modernbizops.com) that connects to your business systems, analyzes your revenue operations, and produces audits, recommendations, and related deliverables. The specific scope, fees, and term of a coaching engagement are set out in a separate order, proposal, or statement of work ("Order"). If an Order conflicts with these Terms, the Order controls for that engagement.

We may update, improve, or change features of the Platform over time. We will not materially reduce core functionality you are paying for during an active engagement without notice.

2. Accounts and acceptable use

You are responsible for activity under your account and for keeping your login credentials secure. You agree to provide accurate information and to promptly update it.

You agree not to: (a) use the Services in violation of law or any third party's rights; (b) upload data you do not have the right to share with us; (c) attempt to breach, probe, or disrupt the security or integrity of the Platform; (d) reverse engineer, copy, or resell the Platform except as the law allows; or (e) use the Services to build a competing product.

3. Your data and the systems you connect

Your data stays yours.As between you and us, you own all data you provide or that we retrieve from systems you connect, including your business records, customer information, and analytics ("Client Data"). You grant us a limited license to access, process, store, and analyze Client Data solely to provide the Services and produce your deliverables.

Connected systems. When you connect a third-party system (such as a CRM, support, marketing, or financial tool), you authorize us to access it on your behalf. Where the integration supports it, we request read-only access. You can disconnect a system at any time, and you are responsible for your own agreements with those third-party providers.

Processing terms. Our handling of Client Data, including personal information within it, is governed by the Data Processing Agreement, which is incorporated into these Terms by reference. Where the DPA conflicts with these Terms on a data-protection matter, the DPA controls.

Security. We maintain administrative, technical, and physical safeguards designed to protect Client Data, described in our Security and Data Handling Overview (https://modernbizops.com/security). No system is perfectly secure, but we commit to the practices described there and in the DPA.

4. Confidentiality

Each party may receive non-public information of the other ("Confidential Information"). Confidential Information includes your Client Data, our non-public Platform materials and methods, and the terms of any Order. Each party agrees to (a) use the other's Confidential Information only to perform under these Terms, (b) protect it with at least reasonable care, and (c) not disclose it except to its personnel and advisors who need it and are bound by confidentiality. These obligations do not apply to information that is public through no fault of the receiving party, independently developed, or rightfully received from a third party, and they do not prevent a disclosure required by law if the receiving party gives reasonable notice where permitted.

Professional and regulated clients. If you are a regulated professional (for example, an investment adviser, broker-dealer, attorney, or accountant), nothing in these Terms waives any privilege, confidentiality duty, or regulatory obligation you owe your own clients. We will treat data you connect that is subject to those duties as Confidential Information and process it only as needed to deliver the Services. We are not your subcontractor for purposes of your professional licensing unless we agree to that in a signed writing.

5. Fees and payment

Fees are stated in your Order. Unless the Order says otherwise, fees are due as invoiced, are non-refundable once the applicable work has begun, and exclude taxes. Late amounts may accrue interest at the lower of 1.5% per month or the maximum the law allows. Payment card processing is handled by our payment processor; we do not store full card numbers.

6. Term, suspension, and termination

These Terms apply while you use the Services. Either party may terminate an engagement as the Order provides, or for the other party's material breach that stays uncured 30 days after written notice. We may suspend access if your use threatens the security or lawful operation of the Platform, or for non-payment, with notice where practical.

On termination, your right to use the Services ends. We will, at your request made within 30 days, return or delete Client Data as described in the DPA. Sections that by their nature should survive (including 3, 4, 7, 8, 9, and 10) survive termination.

7. Warranties and disclaimers

We will perform the Services in a professional and workmanlike manner. Except for that, the Services are provided "as is." We do not warrant that the Platform will be uninterrupted or error-free, and we do not guarantee any specific business result, revenue outcome, or return on investment. Our analyses and recommendations are advisory. We do not provide legal, tax, accounting, investment, or other licensed professional advice, and nothing in the Services is a substitute for advice from your own licensed professionals. You remain responsible for your business decisions and for your own regulatory compliance.

8. Limitation of liability

To the maximum extent the law allows: (a) neither party is liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits or revenue; and (b) each party's total liability arising out of or relating to these Terms will not exceed the fees you paid to us in the 12 months before the event giving rise to the claim. These limits do not apply to your payment obligations, either party's breach of confidentiality, your misuse of the Platform, or a party's gross negligence, willful misconduct, or indemnification obligations.

9. Indemnification

You will defend and indemnify us against third-party claims arising from your Client Data, your use of the Services in violation of these Terms or law, or your violation of a third party's rights. We will defend and indemnify you against third-party claims that the Platform, as provided by us, infringes that third party's US intellectual property rights. The indemnifying party's obligations are conditioned on prompt notice and reasonable cooperation.

10. Governing law and disputes

These Terms are governed by the laws of the Commonwealth of Virginia, without regard to conflict-of-laws rules. The state and federal courts located in Virginia have exclusive jurisdiction, and each party consents to venue there. Before filing, the parties will attempt in good faith to resolve any dispute through direct discussion for 30 days.

11. Changes to these Terms

We may update these Terms. If we make material changes, we will notify you by email or through the Platform and update the "Last updated" date. Changes apply to use of the Services after they take effect. If you do not agree to a material change, your remedy is to stop using the Services and terminate per Section 6. We keep a record of which version you accepted and when.

12. General

These Terms, the DPA, the Privacy Policy, and any Order are the entire agreement between us on this subject and replace prior discussions. If a provision is unenforceable, the rest stays in effect. Neither party may assign these Terms without the other's consent, except to a successor in a merger or sale of substantially all assets. Our failure to enforce a provision is not a waiver. Notices to us go to access@bradleydewet.com.

By clicking "I agree" or using the Services, you acknowledge that you have read and agree to these Terms, the Data Processing Agreement, and the Privacy Policy.