Terms of Service

Effective date: May 12, 2026

The service

Levelset is a diagnostic assessment platform operated by Pat Peri and 33 North Group, LLC ("Levelset," "we," "us"). The platform conducts a structured conversational interview, scores the program against a methodology framework, and delivers a written PDF report with a prioritized remediation roadmap.

The Levelset diagnostic is an analytical tool, not legal, financial, or investment advice. Findings are based on information you provide during the interview. We are not responsible for implementation outcomes. Results may vary.

Eligibility

By using Levelset, you represent that you are at least 18 years old and are authorized to enter into agreements on behalf of the organization you describe during the assessment. Levelset is a B2B service intended for business use.

Pricing

Standard Tier: $5,000

Includes the full diagnostic interview, 14-18 page PDF report with executive brief, five-pillar analysis, prioritized remediation roadmap, 30/60/90 day timeline, critical path callout, and success vision. Delivered by email within 60 seconds of interview completion. Includes the Levelset Guarantee.

Enterprise Tier: $12,500

Everything in Standard, plus a 60-minute live debrief call with a Levelset consultant within 5 business days of report delivery, custom follow-up notes, and 30-day priority email access for clarifying questions.

Prices are in USD. Payment is required before the interview begins. We accept major credit cards and ACH via Stripe.

The Levelset Guarantee

If your diagnostic does not surface at least three specific, actionable findings you did not already know about your program, you do not pay. We refund in full, no questions asked, and you keep the report. We can make this guarantee because in practice, this diagnostic regularly tells program leaders uncomfortable things they suspected but could not prove.

Additionally, we offer a no-questions-asked refund within 7 days of purchase for any reason. To request a refund, submit the form at letslevelset.com/refund-request or contact us at pperi4@gmail.com. We will respond within 2 business days and process refunds within 5 business days. Refunds are issued to the original payment method.

For the Enterprise tier, the refund of the Enterprise-only delta ($7,500) applies if the live debrief call does not deliver value beyond what the Standard report provided.

Intellectual property

The Levelset methodology, scoring framework, diagnostic rubrics, and report template are the intellectual property of 33 North Group, LLC. All rights reserved.

Your assessment responses, the data you provide during the interview, and the specifics of your program are yours. We use them only to generate your report and to improve the platform (in anonymized, aggregated form only).

The PDF report delivered to you is licensed for your internal use. You may share it within your organization and with your board or investors. You may not resell it, publish it publicly, or use it as the basis for competing methodology products.

Acceptable use

You agree not to use Levelset to provide false or misleading information during the assessment, to attempt to access other users' reports or data, to reverse-engineer the methodology, or to use the platform in any way that violates applicable law.

Limitation of liability

Levelset is provided "as is." To the maximum extent permitted by law, 33 North Group, LLC is not liable for any indirect, incidental, consequential, or punitive damages arising from use of the platform or reliance on its findings. Our total liability for any claim is limited to the amount you paid for the assessment in question.

Program outcomes depend on many factors outside our control. A diagnostic finding does not guarantee that acting on it will produce a specific result.

Confidentiality

We treat the information you share during your assessment as confidential. We will not share your company-specific details, responses, or report with any third party other than the processors listed in our Privacy Policy, who are bound by their own confidentiality obligations.

Changes to these terms

We may update these terms. The effective date above reflects the most recent revision. Continued use of the service after an update constitutes acceptance of the revised terms. If we make a material change, we will note it clearly at the top of this page.

Governing law and disputes

These terms are governed by the laws of the State of North Carolina, United States, without regard to conflict of law principles. Any dispute will be resolved through binding arbitration in Wake County, North Carolina, except that either party may seek injunctive relief in a court of competent jurisdiction for IP violations or data security breaches.

Contact

Questions about these terms should be sent to pperi4@gmail.com. For refund requests, use the form at letslevelset.com/refund-request.