Legal Center

Maximize Design Software (“we,” “us,” or “our”) operates the Maximize Design platform at maximizedesign.io and app.maximizedesign.io (the “Platform”). This Privacy Policy explains how we collect, use, store, and protect your information when you use our Platform.

We are committed to protecting the privacy of church leaders, ministry teams, and all individuals who use our services. We understand the sensitive nature of behavioral assessments, spiritual gifts evaluations, and personal development data, and we treat that data with the highest level of care.

1. Information We Collect

1.1 Information You Provide Directly

• Account information: name, email address, phone number, job title, and church/organization name
• Organization details: church name, denomination, weekly attendance, address
• Assessment responses: your answers to DISC behavioral assessments, Spiritual Gifts evaluations, and H.A.E. Discovery (Heart, Abilities, Experiences) questionnaires
• Assessment results: calculated scores, profile types, gift rankings, and related analytics derived from your responses
• AI coaching interactions: questions you ask the AI Leadership Coach and the coaching responses generated
• Payment information: billing details processed through Stripe for platform subscriptions and through Kajabi for Kajabi-sold products (we do not store credit card numbers on our servers)
• Profile information: biographical details and other information you choose to provide

1.2 Information Collected Automatically

• Usage data: pages visited, features used, time spent on the Platform
• Device information: browser type, operating system, screen resolution
• Cookies: session cookies for authentication and analytics cookies for Platform improvement

1.3 Information We Do Not Collect

• We do not collect health information or medical records
• We do not collect Social Security numbers or government identification
• We do not collect information from children under 13

2. How We Use Your Information

• Deliver assessment results and generate personalized reports (DISC, Spiritual Gifts, H.A.E.)
• Power the AI Leadership Coach with relevant context about team members (within your organization only)
• Generate PDF reports for download and sharing within your organization
• Process payments and manage subscriptions
• Send onboarding emails, assessment completion notifications, and Platform updates
• Improve the Platform through aggregated, anonymized usage analytics
• Provide customer support and troubleshoot technical issues

3. How Assessment Data Is Handled

3.1 Organization-Level Isolation

All assessment data is stored using a multi-tenant architecture with Row Level Security. Each church or organization can only access data belonging to their own team members. No organization can see another organization’s data.

3.2 Who Can See Assessment Results

• Participants: You can always see your own assessment results and reports.
• Organization Admins: The church leader or administrator who manages your organization’s account can view assessment results for all team members within their organization.
• We (Maximize Design) can access data for technical support purposes only, and only when needed to resolve issues you report.

3.3 AI Coaching and Your Data

When the AI Leadership Coach is used, your assessment data is sent to our AI provider to generate coaching responses. This data is used solely for generating that specific coaching response. We do not use your assessment data to train AI models.

4. Data Storage and Security

• Your data is stored on Supabase, a PostgreSQL database platform with enterprise-grade security, encryption at rest, and encryption in transit.
• Platform subscriptions and payments are processed directly by Stripe, a PCI-DSS Level 1 certified payment processor. Kajabi processes payments only for products sold through Kajabi. We never store your full credit card number.
• All data transmission uses HTTPS/TLS encryption.

5. Data Sharing and Third Parties

We do not sell your personal information. We share data only with service providers who help us operate the Platform: Stripe (subscription payments), Kajabi (course and bundle delivery, and payments for Kajabi-sold products), Anthropic (AI coaching), OpenAI (AI coaching), PDFMonkey (PDF reports), JotForm (assessment forms), Vercel (website and app hosting), Pipedream (workflow automation), Postmark (transactional email), Attio (CRM), Cloudflare (DNS), Calendly (scheduling), Loom (video), and Google Fonts (web fonts).

6. Data Retention

Paid subscribers: We retain your data for as long as your organization maintains an active subscription. After cancellation, assessment data is retained for 90 days to allow for export, then deleted.

Free tier users: Assessment results for Free tier users (including expired trial users who land on the Free plan) are retained for as long as the account remains active. We do not apply the 90-day post-cancellation window to Free tier accounts because these accounts are not cancelled — they remain active at the Free tier indefinitely. If you wish to delete your Free tier account and assessment data, you may request deletion at any time by contacting privacy@maximizedesign.io, and we will process that request within 30 days.

Maximize Design reserves the right to modify its data retention practices for Free tier users with 30 days’ written notice to the email address on file.

7. Your Rights

You have the right to access, correct, delete, and export your personal data. Contact privacy@maximizedesign.io to exercise these rights.

8. Children’s Privacy

The Platform is designed for adult church leaders and team members. We do not knowingly collect information from children under 13.

9. Contact Us

Maximize Design Software
Email: privacy@maximizedesign.io
Website: maximizedesign.io

These Terms of Service (“Terms”) govern your access to and use of the Maximize Design platform operated by Maximize Design Software. By accessing or using the Platform, you agree to be bound by these Terms.

1. Definitions

• “Organization” means the church, nonprofit, or ministry that subscribes to the Platform.
• “Admin” means the person who manages the Organization’s account and can invite team members.
• “Participant” means any team member invited by the Admin.
• “Assessment Data” means responses, scores, and results from DISC, Spiritual Gifts, and H.A.E. Discovery assessments.
• “AI Coach” means the AI-powered leadership coaching feature.
• “Bundles” means the digital content products included with paid tiers, delivered via Kajabi.
• “Charter Subscriber” means one of the first 100 paid subscribers to the Platform.

2. Subscription Tiers

The Platform is offered on three tiers:

• Free: Individual use only. Includes one set of assessments (DISC, Spiritual Gifts, H.A.E. Discovery) and a 14-day AI Coach trial. No credit card required. No team features — team invites are not available on the Free tier. After the 14-day trial, AI Coach access is locked. Assessment results are preserved permanently on the Free tier.
• Growth Track ($49/month or $490/year): Includes up to 3 Admin seats, unlimited Participants, and team-level assessment features. Includes The Membership Pathway bonus (delivered via Kajabi). Does not include AI Coach access.
• Maximize ($97/month or $970/year): Full platform access. Includes up to 10 Admin seats, unlimited Participants, AI Coach, and both Bundles (The Membership Pathway + The AI Coaching System for Ministry Leaders, delivered via Kajabi).

Additional Admin seats beyond the included count are available at $15/month per seat on either paid tier.

All subscriptions are billed through Stripe. Annual plans are paid in full at the start of the subscription term.

3. Setup Fee

A one-time setup fee of $497 applies to the Maximize tier. This fee is waived for subscribers who commit to a 12-month annual plan at the time of signup.

If a subscriber who received the setup fee waiver cancels their Maximize annual plan before completing 12 full months of paid subscription, the $497 setup fee becomes immediately due and payable. We reserve the right to invoice for this amount upon early cancellation.

4. Charter Subscriber Program

The first 100 paid subscribers to the Platform (“Charter Subscribers”) receive all Bundles included with their paid tier at no additional cost, for as long as their subscription remains active. Charter status applies to the subscribing Organization and does not transfer.

After the charter cap of 100 paid subscribers is reached, Bundles become a paid add-on for new subscribers. Existing Charter Subscribers are not affected by this change.

5. Bundle Delivery

Bundles (The Membership Pathway and The AI Coaching System for Ministry Leaders) are digital content products delivered through Kajabi, a third-party course platform. Bundle access is granted upon a confirmed subscribe event — not upon trial start — and is tied to an active paid subscription. Bundle access is revoked upon cancellation, downgrade, or non-payment. Bundles are content products, not ongoing services, and Maximize Design makes no guarantee of perpetual access beyond the active subscription term.

6. Cancellation and Refunds

Monthly Plans

You may cancel at any time. Access continues through the end of your current monthly billing period. No prorated refunds are issued for unused days within a paid month.

Annual Plans

You may cancel at any time. Access continues through the end of your 12-month subscription term. Annual plans are not eligible for prorated refunds for unused months remaining in the term.

30-Day Refund Policy

New paid subscribers may request a full refund of their first month’s subscription fee within 30 days of their first payment date. The refund clock begins at the date of first payment, not at the date of free trial signup. Annual plan subscribers may request a full refund of their annual payment within 30 days of their first payment date. After 30 days, all payments are final. The setup fee (if applicable and not waived) is non-refundable after 30 days.

7. Acceptable Use

You agree not to: share credentials with unauthorized individuals, attempt to access other organizations’ data, reverse engineer the Platform, use assessment data to discriminate against team members, or resell access.

8. Assessment Data and Ownership

You retain ownership of all assessment data. You grant us a limited license to process your data solely to provide the Platform’s services. We may use anonymized, aggregated data to improve the Platform.

9. AI Coaching Disclaimer

The AI Coach is not a substitute for professional counseling, therapy, or spiritual direction. See our full AI Coaching Disclaimer.

10. Intellectual Property

The Platform, including its assessment methodologies, AI prompts, and report templates, is our intellectual property. DISC is a public domain framework; our specific implementation is proprietary.

11. Limitation of Liability

Our total liability shall not exceed the amount you paid for your subscription in the twelve months preceding the claim. The Platform is provided “as is” without warranties of any kind.

12. Governing Law

These Terms are governed by the laws of the Commonwealth of Virginia.

13. Contact

Email: legal@maximizedesign.io

We use cookies and similar technologies on the Platform. This policy explains what cookies are, how we use them, and your choices.

Types of Cookies We Use

• Essential / Authentication: Keep you logged in and maintain your session. Required — cannot be disabled.
• Functional: Remember your preferences (language, display options). Recommended.
• Analytics: Help us understand how the Platform is used so we can improve it. Optional.
• Third-Party / Payment: Stripe sets cookies for payment processing and fraud prevention. Required for payments.

What We Don’t Use

We do not use advertising cookies, retargeting cookies, or social media tracking cookies. We do not serve ads on the Platform and do not track you across other websites.

Your Choices

You can control cookies through your browser settings. Blocking essential cookies will prevent you from logging in.

Contact

Email: privacy@maximizedesign.io

The Maximize Design platform includes an AI-powered Leadership Coach that provides personalized coaching guidance based on your team’s assessment data. This disclaimer explains its nature and limitations.

What the AI Coach Is

• A leadership development resource for understanding team members’ behavioral styles and gifts
• A tool that suggests communication approaches based on DISC profiles
• A starting point for coaching conversations with your team
• A complement to — not a replacement for — human relationships and pastoral care

What the AI Coach Is Not

• Not a licensed counselor, therapist, or psychologist
• Not a spiritual director or pastoral counselor
• Not a medical or mental health professional
• Not a substitute for professional intervention during crises
• Not a replacement for your own pastoral judgment and relational wisdom

Theological Considerations

The AI Coach is designed to be theologically informed and denominationally neutral. AI-generated content should not be treated as theological teaching or doctrinal guidance. Always filter insights through your own theological convictions.

Crisis Situations

If a team member discloses thoughts of self-harm, abuse, or other crisis situations, do not rely on the AI Coach. Contact professional services:

• Suicide & Crisis Lifeline: 988
• Crisis Text Line: Text HOME to 741741
• National Domestic Violence Hotline: 1-800-799-7233

Contact

Email: support@maximizedesign.io

This Data Processing Agreement (DPA) governs how Maximize Design Software processes personal data on behalf of your organization. It supplements our Terms of Service.

Scope

We process personal data (names, emails, assessment responses, assessment results, AI coaching interactions, and payment data) solely for providing the Platform services.

Sub-processors

We use the following sub-processors: Stripe (subscription payments), Kajabi (course and bundle delivery, and payments for Kajabi-sold products), Supabase (database), Vercel (website and app hosting), Pipedream (automation), JotForm (forms), PDFMonkey (PDF reports), Anthropic (AI coaching), OpenAI (AI coaching), Postmark (transactional email), Attio (CRM), Cloudflare (DNS), Calendly (scheduling), Loom (video), and Google Fonts (web fonts). All are located in the United States, except PDFMonkey (France) and Attio (United Kingdom). We will notify you 30 days before adding new sub-processors.

Security Measures

Encryption in transit (HTTPS/TLS), encryption at rest (AES-256), multi-tenant Row Level Security, session-based authentication, server-side API key management, and PCI-DSS Level 1 payment security via Stripe (and Kajabi for Kajabi-sold products).

Breach Notification

We will notify you within 72 hours of becoming aware of any security incident involving your personal data.

Data Retention

Data retained during active subscription. 90-day retention post-cancellation for export. Deletion on request within 30 days.

Governing Law

Commonwealth of Virginia.

This SLA defines our uptime commitments, support response times, and service credit policies for the Maximize Design platform.

Uptime Commitment

We target 99.5% monthly uptime for core Platform services (login, assessments, results, AI coaching). Scheduled maintenance and third-party outages are excluded.

Support Response Times

• Critical (P1): Platform completely unavailable — response within 4 business hours, resolution target 24 hours
• High (P2): Major feature down — response within 8 business hours, resolution target 48 hours
• Medium (P3): Non-critical issue, workaround available — response within 2 business days
• Low (P4): Feature request or cosmetic — response within 3 business days

Business hours: Monday–Friday, 9 AM–6 PM ET.

Assessment Processing

Under normal conditions: assessment data available within 2 minutes, PDF reports within 5 minutes, AI narratives within 5 minutes.

AI Coaching Availability

Dual-provider system (Anthropic and OpenAI, with static content as a fallback). Typical AI response time: 3–15 seconds.

Service Credits

• 99.0% – 99.49% uptime: 5% credit
• 95.0% – 98.99% uptime: 10% credit
• 90.0% – 94.99% uptime: 25% credit
• Below 90.0%: 50% credit (maximum)

Governing Law

Commonwealth of Virginia.