Last updated: November 2026

These terms are specific to the 99-Point Funnel Checklist and apply alongside, not instead of, the Website Terms and Conditions and the Refund and Cancellation Policy. If there is any conflict between those general terms and these product-specific terms, these product-specific terms apply.

1. What is included

The 99-Point Funnel Checklist is a self-guided checklist of 99 checks you can use to review your own funnel. It is a digital download. Once purchased, you will receive a download link to a Google Sheet, which you copy into your own Google account and use as your own working copy. The link to download your product will be emailed to you after purchase, and can also be found in your ThriveCart account if you create one (see Section 3).

The price you pay is the price shown at checkout when you buy. Prices are shown in pounds sterling (see Section 12 for currency and taxes). A promotional price applies only to purchases made during the promotion. Gem Roberts reserves the right to change the price of the checklist at any time, and no adjustment or refund is made if the price changes before or after you buy. A price change does not affect a purchase that has already been completed.

The checklist is for buyers aged 18 or over. In these terms, a business buyer is anyone buying for the purposes of their business, trade or profession, including a sole trader or a limited company. A consumer is an individual buying for purposes wholly or mainly outside their business, trade or profession. If you are not sure which you are, please contact support@gemroberts.co.uk before you buy.

If you receive the checklist free of charge, for example as a gift or promotion, Section 16 also applies to you.

2. What it is and what it is not

The checklist is a do-it-yourself tool. You work through it on your own funnel, in your own time. It is not an audit of your funnel, a done-for-you service, a review of your work or a consulting session. Gem Roberts does not see your completed checklist or your funnel as part of this purchase. If you would like someone else to check your funnel for you, that is a separate service.

3. Delivery, format and access

3.1 Current format, compatibility and devices

The checklist is currently supplied as a Google Sheet. It is primarily created for Google Sheets and is sold as a Google Sheets product. You make your own copy of it in your own Google account, and a Google account is needed to do this.

You may use the checklist with Excel or another spreadsheet platform or provider if you wish. Making a copy or reproduction of it inside another platform or provider is allowed as part of your own use within your business under Section 4. Compatibility with any platform other than Google Sheets is not promised. Formatting, formulas, drop-downs, tick boxes, conditional formatting and other features may not work, or may not work in the same way, outside Google Sheets.

The checklist is intended for use on a desktop or laptop computer. You may be able to open it on other devices, such as a phone or tablet, but this is not recommended and is not supported. Features may be hard to use, display badly or not work at all.

If you cannot use the checklist in the way it is intended, for example because you use it outside Google Sheets, on a phone or tablet, or in any other way than supplied, or if anything breaks or stops working for those reasons, this is not a reason for a refund. Support is not included to fix it, and Gem Roberts is not liable for any loss or inconvenience this causes (see Section 11).

3.2 How it is delivered and where to find it

The link to download your product will be emailed to you after purchase, to the email address you used at checkout. You are responsible for entering your email address correctly at checkout. If the email does not arrive, please check your junk or spam folder, then contact support@gemroberts.co.uk if you still cannot find it.

The checklist is hosted on ThriveCart, and you can create a ThriveCart account to keep your purchase in one place. You do not need an account to get the checklist. If you do not create one, you will still have access through the link in the email you were sent after purchase. If you do create one, your link is visible inside your account, and you can log in to find it again.

3.3 Other formats and delivery methods

Gem Roberts may supply the checklist, or an additional version of it, in another format. This includes a PDF, an Excel or other spreadsheet file, or a different Google file type. It may also be delivered in a different way, such as a link sent by email, a download page, a ThriveCart product page or customer area, or another download or delivery platform. These terms apply to every format and delivery method.

If other formats or versions of the checklist are created and offered for sale, you are not entitled to them because you bought this version. You would need to buy them as a new product or service. If you buy the wrong version or format at checkout, you are not entitled to a refund, so please check what you are buying before you pay. An update to the version you bought is covered by Section 5 and is different from a separate version sold on its own.

3.4 Your copy

Please make your own copy as soon as you receive the link and do your work in that copy. Do not ask for edit access to the original. Gem Roberts cannot see, recover or restore changes made in your copy, so please keep your own backup.

3.5 How long the link stays available

While the checklist is hosted on ThriveCart, your link is in the email sent to you after purchase and, if you have created a ThriveCart account, inside your account. Gem Roberts will do her best to keep it available but cannot promise that it will stay available indefinitely. Please make your copy and save it as soon as you can.

Gem Roberts may stop selling, withdraw or discontinue the checklist at any time. If she does, you keep the copy you have made, and this is not a reason for a refund.

3.6 Hosting on ThriveCart

The checklist is currently hosted on ThriveCart. ThriveCart may update, change or move its platform at any time. Gem Roberts is not responsible for changes made by ThriveCart, including to how your account looks, how you log in or where your purchase appears.

Where Gem Roberts is aware of a change or update that affects you, an email will be sent to the email address you used at checkout or when you signed up to let you know. Gem Roberts is not responsible if you do not receive it, for example because the address is wrong or the email goes to junk. This is a service (transactional) email and not marketing, so you will receive it whatever your marketing choice. If you have bought the checklist but cannot find it after a platform update, whether or not you created an account, email support@gemroberts.co.uk and Gem Roberts will help you get access.

4. Your licence

When you buy the checklist, or are given a free copy, you receive a non-transferable licence to use it for your own business or your own projects. You are licensed to use your copy of the checklist, but you do not own its content. Gem Roberts keeps the copyright and all other intellectual property rights in the checklist. See the Copyright and Intellectual Property Notice for full details. All rights not expressly given to you are reserved, including the right to use the checklist for text and data mining or to train AI.

You may:

• Make a copy for your own use
• Edit and adapt your copy for your own funnels
• Copy or recreate it inside another spreadsheet platform or provider, for your own business use
• Let a virtual assistant, team member or contractor who works for your business use your copy to complete the checks for you

You may not:

• Use the checklist, or copy or replicate it, to perform audits, reviews or checks for clients or any other third party, or as part of any service you offer to others
• Sell, resell, share, give away, publish or distribute the checklist, the download link or your copy, in whole or in part, whether free or paid
• Give access to anyone other than people working for your business as described above
• Present it as your own work or remove the Gem Roberts or Systems Strategist name or branding, or any copyright, licence or usage notice in the checklist
• Upload, paste, enter or add the checklist, or any part of it, to any artificial intelligence (AI) tool, chatbot, assistant, model or service, or use it with AI in any way, including to complete, summarise, copy, recreate, adapt or train AI
• Rebrand it, white-label it, or include it in a product, template, course, membership or bundle you offer to others

The restriction on AI does not apply to assistive technology you use to read or operate the sheet, such as a screen reader. If you break these licence terms, Gem Roberts may withdraw your access without a refund.

5. Updates

Gem Roberts may update the checklist from time to time but is not required to. Updates are offered only if and when Gem Roberts chooses to offer them. No update, timescale or number of updates is promised. If an updated version is offered, you will receive it at no extra cost, and it is up to you whether you use it.

An update does not change the copy you already have. It is supplied as a new link or file, and any changes you made to your existing copy are not carried across. Updates are sent to the email address you used at checkout or when you signed up, or made available through the delivery method in use at the time. If your email address changes, please let support@gemroberts.co.uk know.

Gem Roberts is not liable if an update works differently from an earlier version, or if something stops working or does not work as it did on an older version. Gem Roberts is not responsible if an update, or your copy, breaks (see Section 11).

An update being released, at any point after your purchase has been completed, does not entitle you to a refund. This applies however soon after your purchase the update is released, and whether or not you choose to use it.

A new or separate product, such as a different checklist, a new edition sold separately, or a service, is not an update.

6. Support and access problems

Support is not included with the checklist. This means no coaching, no help completing it, no review of your answers and no advice on your funnel. Questions about how to use it, and help with anything that breaks or does not work as you expect, are not part of this purchase.

Access means being able to reach and open the file. If you have a genuine technical issue that stops you accessing or downloading the checklist, contact support@gemroberts.co.uk within 72 hours of purchase. Gem Roberts will help you get access, which may include supplying it in another format or by another method. If you cannot find your purchase after a platform update, see Section 3.6, which has no time limit.

If you need the checklist in a different format because of an accessibility need, please see the Accessibility Statement for how to ask.

7. Your statutory 14-day cancellation right

7.1 If you are a consumer

Consumers normally have a statutory 14-day right to cancel. For digital downloads this right is lost once you are given access to the download, if you have asked for immediate access and agreed that you lose the right. Before you pay, you are asked to expressly request immediate access to the download and to confirm that you understand you lose your cancellation right once you are given the download link. This is collected at checkout with a required tickbox, and you cannot complete your purchase without it. The acknowledgement is binding, in line with Sections 1.1 and 1.9 of the Refund and Cancellation Policy.

7.2 When you have accessed or downloaded the checklist

The download link is available immediately after payment. Gem Roberts cannot see whether a link has been opened, so the checklist is treated as accessed as soon as the download link has been provided to you. You have also accessed it if you open the link, open the Google Sheet, make a copy of it, or download the file.

7.3 If you are a business buyer

Purchases made by business buyers are business-to-business transactions and the Consumer Rights Act 2015 does not apply. You have no statutory 14-day cancellation right, and the refund terms in Section 8 below apply to you.

8. Refunds

Delivery is instant. Once the download link has been provided to you, the checklist has been delivered and no refund will be issued, except as set out in this section, in Section 14 and where your legal rights apply.

Bought in error: because delivery is instant, a purchase made by mistake is treated as delivered and is not refundable, so please check before you buy 

Technical problems: if a genuine technical issue stops you accessing the checklist, contact support@gemroberts.co.uk within 72 hours of purchase. If the issue cannot be resolved, Gem Roberts will consider a refund at her discretion

Your legal rights: nothing in these terms affects your statutory rights. This includes your rights if digital content is faulty or is not as described

Complaints: if you are not satisfied, follow the Resolution Process in Section 1.5 of the Refund and Cancellation Policy

Any other refund is offered at Gem Roberts's discretion. Approved refunds are paid back to the original payment method.

9. No guarantee of outcome

The checklist is a guide to help you review your own funnel. It does not guarantee improved conversions, sales, revenue or customer behaviour, as these depend on your funnel, audience, offer and the actions you take. The checklist is general information. It is not legal, tax, security or other professional advice, and passing every check does not mean a funnel is compliant, secure or working perfectly.

Platforms and tools change, so some checks may be out of date or may not apply to your set-up. You decide which checks are relevant to you. You are responsible for any changes you make to your own funnel, and it is sensible to test changes and keep a backup before you change anything live. See the Income and Results Disclaimer for full terms.

10. Third-party platforms and tools

The checklist may refer to third-party platforms and tools. Gem Roberts is not affiliated with them unless stated, and is not responsible for their features, pricing, availability or any changes they make.

The names, logos, trademarks, software, features and other content of third-party platforms and tools belong to their owners, including Google and ThriveCart. Mentioning a platform in the checklist does not mean it endorses the checklist or is connected with Gem Roberts. The checklist's own content, structure and wording belong to Gem Roberts (see Section 4).

The checklist is built in Google Sheets and hosted on ThriveCart. Google may change, limit or remove features, or change its terms, and your use of Google Sheets is subject to Google's own terms. Gem Roberts is not responsible for changes made by Google or ThriveCart, or for any effect they have on the checklist or on your access to it (see also Section 3.6).

11. Our liability

The checklist is supplied as it is. Gem Roberts takes care in creating it but does not promise that it is free from errors, that it will work on every device or platform, or that it will suit your funnel.

Nothing in these terms excludes or limits liability for fraud, for death or personal injury caused by negligence, or for anything else that cannot be excluded or limited by law. If you are a consumer, your statutory rights are not affected.

To the extent permitted by law, Gem Roberts is not liable for indirect or consequential loss, or for loss of profit, revenue, sales, data or opportunity. Nor is she liable for loss caused by changes you make to your own funnel, by problems with third-party platforms or tools, or by use of the checklist in a way other than intended.

If you are a business buyer, Gem Roberts's total liability for any claim relating to the checklist is limited to the price you paid for it, and any terms or warranties that would otherwise be implied are excluded to the fullest extent permitted by law.

12. Payment

Payment is taken at checkout through ThriveCart and its payment providers. Your invoice and order confirmation are sent by ThriveCart. See the Privacy Policy for how your personal data is handled.

Prices are set in pounds sterling. Adaptive pricing may be used, where available, to show you the price in your local currency. Your bank or card issuer may charge fees, such as currency conversion or foreign transaction fees. Sales tax, VAT or other taxes or charges may also apply depending on where you live, and Gem Roberts may not be aware of them. Any such fees, taxes or charges are your responsibility and are not refundable by Gem Roberts.

Please contact support@gemroberts.co.uk first if there is a problem with your purchase. If a payment is disputed or reversed with your bank or card provider without you contacting us first, Gem Roberts may withdraw your access to the checklist and may give the information needed to respond to the dispute.

13. Marketing emails

You will always receive the emails needed to deliver your checklist, such as your order confirmation, your download link, any update notice and any notice about changes to the platform where the checklist is hosted. These are service emails and are not marketing. Tips, offers and news are sent only if you opted in, at checkout or when you signed up. You can change your mind and unsubscribe from any email at any time. See the Privacy Policy and Anti-Spam Policy.

14. Geographical scope

The 99-Point Funnel Checklist is available to buyers worldwide, with the exception of the European Union and territories subject to UK sanctions.

We are not currently able to supply the checklist to buyers based in the European Union. This is a business decision. See the GPSR and EU Sales Policy for more information.

We are also unable to supply it to buyers based in any territory subject to UK sanctions. A current list is maintained by His Majesty's Government and is available at gov.uk/government/publications/the-uk-sanctions-list.

If you are based in the EU or a sanctioned territory and have purchased the checklist in error, please contact support@gemroberts.co.uk. A full refund will be issued.

15. Changes, governing law and general terms

The version of these terms in force on the day you buy applies to your purchase. The date at the top of the page shows when they were last updated. These terms are governed by the laws of England and Wales, as set out in the Website Terms and Conditions. If any part of these terms is found to be invalid or unenforceable, the rest of the terms continue to apply.

16. Free copies and testimonials

16.1 Free copies

Gem Roberts may give the checklist away free of charge, for example as a gift or promotion. A free copy is the same checklist, and these terms apply to it in the same way, except Sections 7 and 8 (cancellation and refunds) and Section 12 (payment), which apply only to purchases. A free copy is delivered by whichever method is used at the time, such as a link sent by email or a download page. It does not entitle you to any other product or to a paid version.

16.2 Testimonials

Gem Roberts may invite you to share feedback or a testimonial in return for a free copy. You are not required to give one, and any use of it is covered by the Testimonial Release Form.

17. Contact

Questions about your purchase: support@gemroberts.co.uk. Formal complaints: legal@gemroberts.co.uk.

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