Lion & Stone and Safe-Scale®
Terms & Conditions

1. Introduction

These Terms & Conditions (“Terms”) apply to services provided by Lion & Stone Growth Advisory Ltd under the Lion & Stone name and to the use of Safe-Scale®, our business growth and CRM platform.

Safe-Scale® is available through:

www.safescale.co.uk and portal.safescale.co.uk

The Services covered by these Terms include business support, advisory, marketing support, CRM setup, website and funnel services, automation setup, lead management support, training, onboarding, implementation and other services supplied by Lion & Stone, together with access to and support for Safe-Scale®.

By purchasing or using Lion & Stone Services, accessing Safe-Scale®, creating an account, accepting a proposal or order form, or otherwise using the Services, you agree to these Terms.

If you do not agree to these Terms, you must not use Lion & Stone Services or Safe-Scale®.

2. Who We Are

Lion & Stone Growth Advisory Ltd is a private limited company incorporated in England and Wales.

Lion & Stone Growth Advisory Ltd trades as Lion & Stone and operates the Safe-Scale® platform.

References in these documents to “Lion & Stone”, “Safe-Scale”, “we”, “us” or “our” mean Lion & Stone Growth Advisory Ltd unless stated otherwise.

3. Documents Forming Part of These Terms

These Terms incorporate and should be read together with our Acceptable Use Policy and, where applicable, our Data Processing Agreement.

By creating an account, subscribing to Safe-Scale®, accepting an order form, using the Services or allowing an authorised User to use the Services, you agree to these Terms and the Acceptable Use Policy.

Where we process Personal Data on your behalf in connection with Safe-Scale® or related Services, the Data Processing Agreement applies automatically and forms part of the contract between you and us.

Our Privacy Policy explains how we handle personal data where Lion & Stone Growth Advisory Ltd acts as a Data Controller, including in relation to website visitors, enquiries, account holders, billing contacts, support communications and our own marketing activity. The Privacy Policy should be read alongside these Terms.

4. Definitions

In these Terms:

5. Eligibility and Account Responsibility

You must ensure that all information provided to us is accurate, complete and up to date.

You are responsible for:

• Maintaining the confidentiality of login details.
• Controlling access to your account.
• Ensuring your users comply with these Terms.
• All activity that occurs under your account.
• Ensuring your use of Safe-Scale® complies with applicable laws and regulations.

You must notify us promptly if you suspect unauthorised access to your account.

6. Use of Safe-Scale®

Safe-Scale® may include features such as:

• CRM contact management
• Pipelines and opportunities
• Forms, surveys and landing pages
• Email and SMS communications
• Automation workflows
• Appointment booking
• Website and funnel tools
• Reporting and analytics
• Integrations with third-party services

Available features may vary depending on your plan, configuration and subscription.

We may update, modify or improve Safe-Scale® from time to time.

7. Acceptable Use

Your use of Safe-Scale® and the Services is subject to our Acceptable Use Policy, which forms part of these Terms.

You must ensure that you, your Users and anyone acting on your behalf comply with the Acceptable Use Policy at all times.

We may suspend, restrict or terminate access to Safe-Scale® or the Services where we reasonably believe that you have breached the Acceptable Use Policy or where your use creates a legal, security, deliverability, platform-integrity or reputational risk.

8. Email, SMS and Communication Compliance

You are responsible for ensuring that any emails, SMS messages, calls or other communications sent through Safe-Scale® comply with all applicable laws and regulations.

This includes ensuring that:

• You have appropriate permission or legal basis to contact recipients.
• Marketing messages include required opt-out or unsubscribe options.
• Contact lists are accurate and lawfully obtained.
• Recipients who opt out are not contacted unlawfully.
• Message content is accurate and not misleading.

You are responsible for the content and timing of communications sent from your account.

We may suspend messaging features if we believe your use presents a compliance, deliverability or reputational risk.

9. Client Data and End Customer Data

You retain responsibility for the data you enter into Safe-Scale®.

Where you collect, upload or manage personal data relating to End Customers:

• You are generally the Data Controller.
• We may act as a Data Processor.
• You are responsible for ensuring that personal data is collected and processed lawfully.
• You are responsible for providing any required privacy notices.
• You are responsible for obtaining any required consents.
• You are responsible for responding to End Customer data rights requests, unless otherwise agreed.

You must not upload or process data through Safe-Scale® unless you have the legal right to do so.

10. Data Protection

Both parties agree to comply with applicable data protection laws, including the UK GDPR and the Data Protection Act 2018.

Where we process personal data on your behalf, we will do so in accordance with documented instructions and applicable data protection requirements.

You agree that we may use third-party service providers and sub-processors where reasonably necessary to provide Safe-Scale® and related services.

Further details about how we handle personal data are set out in our Privacy Policy.

Where we process Personal Data on your behalf in connection with Safe-Scale® or related Services, the Data Processing Agreement applies automatically and forms part of these Terms.

The Data Processing Agreement governs our processing of Personal Data on your behalf. If there is any conflict between these Terms and the Data Processing Agreement in relation to the processing of Personal Data, the Data Processing Agreement will take priority to the extent of that conflict.

11. Third-Party Services

Safe-Scale® may rely on or integrate with third-party services, including providers of:

• CRM infrastructure
• Hosting
• Email delivery
• SMS and telephony
• Payment processing
• Calendar tools
• Analytics
• Advertising platforms
• Domain and website services

Your use of third-party services may be subject to their own terms, conditions, policies and charges.

We are not responsible for failures, outages, changes or restrictions caused by third-party providers.

12. Fees and Payment

Fees will be agreed with you separately, either through an order form, proposal, invoice, subscription plan or written agreement.

Unless otherwise agreed:

• Subscription fees are payable in advance.
• Setup fees are payable before setup work begins.
• Usage-based charges may apply for SMS, calls, emails, AI tools, premium features, phone numbers or third-party services.
• Fees are exclusive of VAT unless stated otherwise.
• You are responsible for keeping payment details up to date.

We may suspend services if payment is overdue.

13. Subscription, Renewal and Cancellation

Subscriptions continue until cancelled in accordance with these Terms or any agreed subscription terms.

Unless otherwise agreed in writing:

• Monthly subscriptions renew automatically each month on the billing date shown when you subscribe or on your invoice.
• You may cancel your Subscription by emailing [email protected], using the Safe-Scale billing portal where this is available, or by another cancellation method we make available in writing.
• To avoid the next monthly subscription charge, your cancellation request must be received before the next billing date.
• Cancellation takes effect at the end of the current paid billing period.
• You will retain access to Safe-Scale® until the end of the current paid billing period, unless we suspend or terminate your account earlier under these Terms.
• Cancellation prevents future subscription renewals but does not automatically create a refund for subscription fees, usage charges or Services already supplied.
• You remain responsible for all outstanding fees, third-party charges and usage-based charges incurred before cancellation takes effect.

Where you cancel a Subscription, you should export any Customer Data you wish to retain before your access ends. Our data return and deletion arrangements are set out in these Terms and the Data Processing Agreement.

14. Refunds

Unless otherwise agreed in writing or required by applicable law:

• Subscription fees are non-refundable once a billing period has begun.
• Setup fees are non-refundable once setup work has started.
• Usage-based charges are non-refundable once incurred.
• Custom work, implementation, consulting, marketing support and other bespoke services are non-refundable once delivered or where work has started.
• Cancellation stops future renewal but does not entitle you to a refund for unused time within the current paid billing period.

This does not affect any statutory rights that may apply.

15. Consumer Cancellation Rights

Our services are generally provided to businesses.

If you are purchasing as a consumer rather than as a business, you may have additional cancellation rights under applicable consumer law.

Where a statutory cooling-off period applies, we will comply with our legal obligations.

If you ask us to begin providing services during any applicable cooling-off period, you may be required to pay for services provided up to the point of cancellation.

16. Onboarding, Setup and Client Responsibilities

Where we provide onboarding, setup or implementation services, you agree to provide information, access and cooperation reasonably required to complete the work.

This may include:

• Business details
• Branding assets
• Domain access
• CRM data
• Email access
• Advertising account access
• Website content
• Compliance information
• Approval of copy, workflows and campaigns

Delays in providing required information may affect delivery times.

You are responsible for reviewing and approving materials before they are published or activated.

17. Websites, Funnels and Content

Where we create websites, funnels, landing pages, forms, automations, emails or other content for you:

• You are responsible for checking accuracy before use.
• You are responsible for ensuring claims, offers and statements are lawful and accurate.
• You are responsible for ensuring required regulatory or professional approvals are obtained.
• We may use templates, standard structures, third-party tools and reusable components.

Unless otherwise agreed, we retain ownership of our underlying methods, templates, processes and know-how.

18. Marketing, Advertising and Lead Generation

Where we support marketing, advertising or lead generation activity:

• We do not guarantee specific results, leads, sales, revenue or profit.
• Performance may depend on factors outside our control.
• Advertising platforms may reject, restrict, suspend or change campaigns.
• You are responsible for advertising spend unless otherwise agreed.
• You are responsible for ensuring your products, services and claims comply with applicable rules.

Any forecasts, estimates or projections are illustrative only and are not guarantees.

19. Platform Availability and Support

We aim to provide reliable access to Safe-Scale®, but we do not guarantee uninterrupted or error-free availability.

Access may be affected by:

• Maintenance
• Updates
• Third-party outages
• Internet issues
• Security incidents
• Platform provider changes
• Events outside our control

Support will be provided according to the plan or agreement in place.

20. Intellectual Property

All intellectual property rights in Safe-Scale® branding, Lion & Stone materials, templates, frameworks, processes, training materials, documents, designs and content created by us remain owned by us unless otherwise agreed in writing.

You retain ownership of your business data, brand assets and materials you provide to us.

You must not copy, resell, reverse engineer, reproduce or commercially exploit Safe-Scale® or our materials without written permission.

21. Confidentiality

Both parties agree to keep confidential information confidential and not disclose it except where necessary to provide services, comply with law, or with the other party’s consent.

Confidential information includes business information, client data, pricing, strategy, technical information, login details and commercially sensitive information.

22. Suspension and Termination

We may suspend or terminate access to Safe-Scale® or our services if:

• Fees are overdue.
• You breach these Terms.
• We reasonably suspect unlawful or harmful use.
• Your use creates compliance, security, deliverability or reputational risk.
• A third-party provider requires suspension.
• Continuing to provide services would expose us to legal or regulatory risk.

On termination, your access to Safe-Scale® may be removed.

You are responsible for exporting any data you wish to retain before termination, where export functionality is available.

23. Data Export and Account Closure

Where technically available, you may request export of your account data before account closure.

We may be unable to export certain data, including some system logs, third-party records, automation history or data controlled by external providers.

Following termination, data may be deleted, retained or archived in accordance with our legal obligations, internal retention procedures and platform provider capabilities.

24. Disclaimers

Safe-Scale® and our services are provided on an “as available” basis.

We do not warrant that:

• The platform will be uninterrupted or error-free.
• All defects will be corrected.
• The platform will meet every specific business need.
• Use of the platform will guarantee business growth, leads, sales or profit.

You are responsible for how you use the platform and for decisions made based on platform data or reports.

25. Limitation of Liability

Nothing in these Terms limits or excludes liability where it would be unlawful to do so.

Subject to that, we are not liable for:

• Loss of profits
• Loss of revenue
• Loss of business opportunity
• Loss of goodwill
• Loss of anticipated savings
• Indirect or consequential loss
• Loss caused by third-party platforms, providers or integrations

Our total liability for claims arising under or in connection with these Terms shall not exceed the fees paid by you to us in the three months before the event giving rise to the claim.

26. Indemnity

You agree to indemnify us against losses, claims, damages, penalties, costs and expenses arising from:

• Your unlawful use of Safe-Scale®.
• Your breach of these Terms.
• Your breach of data protection, marketing, telecoms or advertising laws.
• Content, data or communications sent from your account.
• Claims made by your End Customers relating to your use of Safe-Scale®.

27. Changes to These Terms

We may update these Terms from time to time.

The latest version will be published on our website.

Continued use of Safe-Scale® or our services after changes are published will be treated as acceptance of the updated Terms.

28. Governing Law and Jurisdiction

These Terms are governed by the laws of England and Wales.

The courts of England and Wales shall have exclusive jurisdiction over disputes arising in connection with these Terms.

29. Contact

If you have questions about these Terms, please contact: