The exchange rules every company agrees to

SalesGuard is the B2B exchange where companies buy from and sell to each other. Any company can join free, and every company is checked before its first introduction.

ReportExample data

Atlas CRMReport a problem

Contacted a colleague after we said no

Email to Acme's CFO, 4 Mar, with full headers

Case 1042 · received 4 Mar

Review

Read by someone with no part in the case

Atlas CRM asked for its side by 12 Mar
Decision due by 26 Mar

Outcome

Warning · Rule 9, Respect a no

Emailed Acme's CFO about the same need 6 days after Acme said no.

On Atlas CRM's record for 12 months. Introductions carry on.

We've addressed this with the company.

Warning

Every company keeps these rules, so every introduction is worth a yes.

They apply to buyers and sellers alike. Vendors who apply through a GuardLink agree to rules 1, 4, 8, 9 and 10.

Rule 1: Tell the truth on your Passport and in your needs.
Claims a buyer can check, and needs you would actually buy.
Rule 2: Deliver what you sold, on the dates you agreed.
If a date will slip, tell the buyer before it does.
Rule 3: Answer the introductions you accept, and turn up.
Sellers reply within 2 business days of a yes. Move a meeting at least a day ahead.
Rule 4: Use an introduction only for that introduction.
No sequences, no passing contacts on, no prospecting from what you see here.
Rule 5: Keep deals on the exchange honest.
Buyers say whom they chose, sellers confirm it, and nobody hides or splits a deal.
Rule 6: One company, one account, under your own name.
An agency acts for a client only through a declared seat.
Rule 7: No paying or rewarding anyone for a choice.
Offers such as a longer trial go to the company, openly, on the Passport.
Rule 8: Keep confidential what you are shown.
You may tell a seller a competitor's price. Never forward a proposal, terms or contact details.
Rule 9: Respect a no.
For 6 months, no approach to that person or their colleagues about the same need.
Rule 10: Report problems honestly.
No false reports, no threats of one, and no getting back at someone who reported you.

Rule 1: Tell the truth on your Passport and in your needs.
Claims a buyer can check, and needs you would actually buy.
Rule 2: Deliver what you sold, on the dates you agreed.
If a date will slip, tell the buyer before it does.
Rule 3: Answer the introductions you accept, and turn up.
Sellers reply within 2 business days of a yes. Move a meeting at least a day ahead.
Rule 4: Use an introduction only for that introduction.
No sequences, no passing contacts on, no prospecting from what you see here.
Rule 5: Keep deals on the exchange honest.
Buyers say whom they chose, sellers confirm it, and nobody hides or splits a deal.
Rule 6: One company, one account, under your own name.
An agency acts for a client only through a declared seat.
Rule 7: No paying or rewarding anyone for a choice.
Offers such as a longer trial go to the company, openly, on the Passport.
Rule 8: Keep confidential what you are shown.
You may tell a seller a competitor's price. Never forward a proposal, terms or contact details.
Rule 9: Respect a no.
For 6 months, no approach to that person or their colleagues about the same need.
Rule 10: Report problems honestly.
No false reports, no threats of one, and no getting back at someone who reported you.

You agree to

Claims a buyer can check, one by one.
A reply within 2 business days of a buyer's yes. Any reply counts.
Delivery on the dates you agreed, with a warning before a date slips.
Confirming a buyer's choice, answering our customer check twice a year and paying statements.

You can count on

Fit alone decides who is introduced first. No plan or fee changes it.
A report alone never costs you anything.
Before any penalty, a person sends you the facts and the rule, and you have 7 days to answer. Only spam, harassment or fraud still going on can pause you first.
Appeals of anything heavier than a warning go to a reviewer outside SalesGuard. A fee in dispute is never collected.

Slips we never count

Days with the away setting on.
A late delivery you warned the buyer about, or covered in one incident report.
A claim we drafted from your website, the first time it's corrected.
A deal you forgot to report, confirmed within 14 days of our asking.

What removes a company from the exchange

Fraud, forged documents, fake references or bribes.
Fake accounts, harassment, selling buyer data, getting round a suspension or hiding a deal twice.

You agree to

Claims a buyer can check, one by one.
A reply within 2 business days of a buyer's yes. Any reply counts.
Delivery on the dates you agreed, with a warning before a date slips.
Confirming a buyer's choice, answering our customer check twice a year and paying statements.

You can count on

Fit alone decides who is introduced first. No plan or fee changes it.
A report alone never costs you anything.
Before any penalty, a person sends you the facts and the rule, and you have 7 days to answer. Only spam, harassment or fraud still going on can pause you first.
Appeals of anything heavier than a warning go to a reviewer outside SalesGuard. A fee in dispute is never collected.

Slips we never count

Days with the away setting on.
A late delivery you warned the buyer about, or covered in one incident report.
A claim we drafted from your website, the first time it's corrected.
A deal you forgot to report, confirmed within 14 days of our asking.

What removes a company from the exchange

Fraud, forged documents, fake references or bribes.
Fake accounts, harassment, selling buyer data, getting round a suspension or hiding a deal twice.

You agree to

Needs you would actually buy, with a date, a budget range and your current provider if you have one.
A yes, no or not now on each introduction. Silence becomes not now after 5 business days.
Turning up to meetings you accept, or moving them a day ahead.
Saying which company you chose.

You can count on

Your GuardLink and its auto-reply are never taken away as a penalty.
After a no, a seller may not approach you or your colleagues about that need for 6 months.
What you tell us about a seller stays private unless you agree.
Buyers never pay.

Never held against you

Saying no, choosing no one, or letting an introduction lapse.
Renewing your current provider, or telling a seller a competitor's price.
Honest negative feedback.

What removes a company from the exchange

Fake companies or shell buyers set up to collect pitches.
Asking for a bribe, harassment, or helping a seller hide a deal more than once.

You agree to

Needs you would actually buy, with a date, a budget range and your current provider if you have one.
A yes, no or not now on each introduction. Silence becomes not now after 5 business days.
Turning up to meetings you accept, or moving them a day ahead.
Saying which company you chose.

You can count on

Your GuardLink and its auto-reply are never taken away as a penalty.
After a no, a seller may not approach you or your colleagues about that need for 6 months.
What you tell us about a seller stays private unless you agree.
Buyers never pay.

Never held against you

Saying no, choosing no one, or letting an introduction lapse.
Renewing your current provider, or telling a seller a competitor's price.
Honest negative feedback.

What removes a company from the exchange

Fake companies or shell buyers set up to collect pitches.
Asking for a bribe, harassment, or helping a seller hide a deal more than once.

We keep rules too: a person decides every penalty and tells you why, and what you pay never changes a decision.

A first slip gets a note. Steps climb only with repeats, intent or harm.

A person decides every step and writes down why. You get 7 days to answer before anything above a note takes effect.

Note
A private message naming the rule and how to fix it. Introductions carry on.
How long it counts
90 days
Warning
A written warning with reasons on your record. Introductions carry on.
How long it counts
90 days, or 12 months for a serious breach
Restriction, 30 days
Sellers get half their introductions, or none after misusing a contact, and no GuardLink applications. Buyers answer open introductions before new ones arrive.
How long it counts
Toward later steps for 12 months
Suspension, 30 to 90 days
No new introductions, applications or needs. Buyers keep their GuardLink and auto-reply.
How long it counts
24 months
Removal
The company leaves the exchange. Deals already signed keep their normal terms.
How long it counts
Reapply after 24 months

Fraud, forged documents, bribes, fake accounts, harassment and selling buyer data go straight to removal, with no reapplying. Each decision still has an appeal.

A report alone never costs anyone anything.

Every plan gets the same step for the same facts.

Appeals go to someone who had no part in the decision.

Appeal within 14 days, free, by replying to the notice. Restrictions and anything heavier go to an independent reviewer outside SalesGuard.

Decision
You get the reasons in writing
Within 14 days
You appeal
Within 2 business days
We confirm we have it
Within 10 business days
The decision, or 5 for a restriction, which waits until then
If we were wrong
Your record is cleared, and lost introductions come back as fitting needs arrive

A reviewer can uphold, lighten or overturn a decision, and never make it harsher.

As the exchange grows, a council of buyers and sellers will review every rule change, never an individual case.

When a deal goes wrong, we help both sides settle it.

Either side can raise a dispute up to 90 days after a deal ends. We read both sides' documents and record what happened.

Raise it
Report a problem on the deal, any time up to 90 days after it ends.
The other side hears
Within 2 business days.
They respond
Within 7 days.
Settle it together
10 business days, with a 30-minute call we host if you both want one.
A findingDelivered late or short, fixed
Within 10 business days, from someone with no tie to either company.
Outside mediation, if you both want it
A mediator you both choose, costs shared. Our fee on the deal pauses while it runs, up to 60 days.

Either side can ask us never to introduce them to each other again.

Tell us what you saw, from wherever you saw it.

Companies on the exchange use Report a problem on the introduction, deal or pitch. Anyone else can write to hello@salesguards.com.

Same business dayYou get a case number
Same business daySpam, harassment or fraud still happening
Within 2 business daysA person reads your report
7 daysThe company gives its side
Within 10 business daysA decision
Within 2 business days of itWe tell you the case is closed

IntroductionsLedgerlyExample data

Ledgerly

Payroll software

Report a problem

What went wrong?

Contacted me outside the exchange, or added me to a sequence
Contacted a colleague after we said no
A Passport claim isn't true (selected)
Didn't deliver what was agreed, or delivered late
Harassment or threats
Something else

Add what you saw

Their Passport says SOC 2 certified. Their security page says the audit starts in May.

The original email forwarded as an attachment helps most.

Sent · You get a case number

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yourcompany.com

What you sell: Drafted from your product pages
Who it's for: Drafted from your customer stories
Free trial or first step: Your free trial or first step
Proof a buyer can check: Case studies and certificates a buyer can check

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