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Client Data and Confidentiality.

Next Step Sales Solutions -- Client Data & Confidentiality Agreement
Effective upon engagement. Last updated: May 2026.

Plain English Summary

What you share with us stays with us. Your customer lists, your pricing, your business details, your strategies -- we do not share them, use them for our benefit, or disclose them to anyone. In return, we ask that you not resell or commercially redistribute the systems, playbooks, or methodologies built for you. This is a mutual agreement -- it binds both parties equally.

1. Parties

This Client Data and Confidentiality Agreement (the "Agreement") is entered into between:

  • Next Step Sales Solutions, operated by Jeff Luiz, with principal place of business in the United States ("Next Step"); and
  • The individual or business entity engaging Next Step Sales Solutions for any product, service, or consultation ("Client").

Together referred to as the "Parties."

2. Purpose

The Parties intend to explore and engage in a business relationship involving sales consulting, pipeline automation, system installation, coaching, or related services. In the course of this relationship, each Party may disclose confidential and proprietary information to the other. This Agreement governs the protection of that information and the conduct of both Parties during and after the engagement.

3. Definition of Confidential Information

"Confidential Information" means any non-public information disclosed by one Party to the other, in any form, including but not limited to:

  • Customer lists, prospect lists, and lead data
  • Business strategies, pricing, and financial information
  • Sales scripts, outreach sequences, and proprietary methodologies
  • Automation workflows, system architectures, and technical configurations
  • Software credentials, API keys, and platform access details
  • Business operations, employee information, and vendor relationships
  • Any information designated as confidential at the time of disclosure
  • Any information that a reasonable person would understand to be confidential given the nature of the disclosure

Confidential Information does not include information that: (a) is or becomes publicly available through no breach of this Agreement; (b) was already known to the receiving Party prior to disclosure; (c) is independently developed by the receiving Party without use of Confidential Information; or (d) is required to be disclosed by law or court order, provided the disclosing Party is given prompt written notice.

4. Mutual Non-Disclosure Obligations

Each Party agrees to:

  • Hold all Confidential Information of the other Party in strict confidence
  • Not disclose Confidential Information to any third party without prior written consent from the disclosing Party
  • Use Confidential Information solely for the purpose of the engagement between the Parties
  • Protect Confidential Information with the same degree of care used to protect its own confidential information, but in no event less than reasonable care
  • Promptly notify the other Party of any unauthorized use or disclosure of Confidential Information
  • Limit internal access to Confidential Information to those with a need to know for the purpose of the engagement

Specific Protections for Client Information

Next Step Sales Solutions specifically agrees:

  • Client customer lists, contact data, and business details will never be shared with other clients or third parties
  • Client pipeline data, revenue information, and business performance details are strictly confidential
  • Automation systems and workflows built for a Client are that Client's proprietary systems and will not be replicated identically for a direct competitor in the same service area without the Client's knowledge
  • Voice recordings, scripts, and communications materials developed for a Client belong to that Client

Specific Protections for Next Step Information

Client specifically agrees:

  • Methodologies, frameworks, and systems developed by Next Step Sales Solutions are proprietary and may not be resold, sublicensed, or commercially distributed
  • Training materials, playbooks, and course content are for personal business use only
  • System configurations and automation architectures installed by Next Step are confidential and may not be disclosed to competing service providers for the purpose of replication

5. Permitted Use of Provided Materials

Methodologies, frameworks, playbooks, scripts, and system architectures provided by Next Step Sales Solutions are licensed for the Client's own business use only. Client agrees not to:

  • Commercially resell, license, or sublicense the materials to third parties
  • Use the materials to operate a competing sales-consulting, sales-coaching, or pipeline-automation service
  • Publish or distribute the materials publicly without prior written consent

Client may freely use the materials internally to grow their own primary business, train their own staff, and operate their own sales pipeline. This clause does not restrict normal business operations -- it only prevents the resale of the underlying intellectual property.

6. Ownership of Work Product

All systems, automations, workflows, and materials built specifically for a Client using the Client's business information, voice, branding, and data belong to the Client upon full payment of all fees.

General methodologies, frameworks, system architectures, and intellectual property that Next Step Sales Solutions brings to an engagement remain the property of Next Step Sales Solutions. The Client receives a license to use these as part of the installed system, not ownership of the underlying methodology.

Any work product created jointly will be jointly owned unless otherwise specified in a separate written agreement.

7. Term and Survival

This Agreement becomes effective upon the earlier of: (a) both Parties signing below; (b) Client's first purchase of any Next Step Sales Solutions product or service; or (c) first disclosure of Confidential Information between the Parties.

The confidentiality obligations of this Agreement survive termination for a period of five (5) years. The permitted-use restrictions on provided materials survive for as long as the materials remain in use.

8. Remedies

Each Party acknowledges that a breach of this Agreement may cause irreparable harm for which monetary damages would be inadequate. Accordingly, each Party agrees that the non-breaching Party shall be entitled to seek equitable relief, including injunction and specific performance, in addition to all other remedies available at law or in equity.

In the event of a dispute arising from this Agreement, the Parties agree to first attempt resolution through good-faith negotiation for a period of thirty (30) days before pursuing legal action.

9. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the United States. Any legal proceedings shall be brought in the jurisdiction where Next Step Sales Solutions maintains its principal place of business, unless otherwise agreed in writing by both Parties.

10. Entire Agreement

This Agreement constitutes the entire agreement between the Parties with respect to its subject matter and supersedes all prior negotiations, representations, or agreements, whether written or oral. This Agreement may be amended only by a written instrument signed by both Parties.

If any provision of this Agreement is found to be unenforceable, the remaining provisions shall continue in full force and effect.

11. Acceptance

By engaging Next Step Sales Solutions through any paid product, service, or signed agreement, Client acknowledges having read, understood, and agreed to the terms of this Client Data and Confidentiality Agreement.

For Pipeline System engagements and any custom consulting arrangements, a separately executed version of this Agreement signed by both Parties will be required prior to commencement of the engagement.

To request a signed copy of this agreement for your records, or to execute a formal signed version prior to engagement, contact: info@nextstepsalessolutions.com

Signature Block -- Formal Execution

Next Step Sales Solutions

Signature
Printed Name: Jeff Luiz
Date

Client

Signature
Printed Name
Date

To execute this agreement, email a signed copy to info@nextstepsalessolutions.com or request a DocuSign version. This agreement is required for all Pipeline System engagements and may be requested for any other engagement.

Legal Notice: This agreement is provided as a general framework and does not constitute legal advice. Next Step Sales Solutions recommends that all parties consult with a qualified attorney before executing any binding legal agreement. State and local laws vary and may affect the enforceability of specific provisions.

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