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0. Properties - Meeting Date: Not specified - Meeting Type: Call - Note Type: Summary - Attendees: Philip Strnad, Scott Warner 1. Meeting Summary We finalized the eligibility approach for the Test Drive contest and aligned on a compliance-safe path for the US. The proposal is to limit entries to tools with a warranty start date on or after 01/01/2026 and require registration at entry. The goal is to capture only recent users without tying eligibility directly to a purchase, which would trigger sweepstakes concerns. I will confirm with Dave whether this warranty-date proxy is acceptable under US law, given we will include the standard "no purchase necessary" language. Canada appears aligned already based on their counsel's recommendation to use a date limit. We also recognized the need to keep marketing copy simple and customer-friendly while still meeting the legal requirements. Timing is tight; I expect to speak with Dave before 6 pm Central and send a determination tonight after reviewing Philip's draft language. 2. Attendee List - Philip Strnad - Scott Warner 3. Action Items - Philip Strnad - Finalize and email the draft eligibility language framing entry as requiring a registered tool with a warranty start date on or after 01/01/2026. - Scott Warner - Call Dave to confirm whether using a warranty start date in 2026 with a registration requirement is compliant in the US and aligns with "no purchase necessary" standards. - Scott Warner - Email the team tonight with Dave's guidance and any required edits to the rules language. - Philip Strnad - After legal confirmation, update the marketing copy to ensure clarity for customers and avoid any implication that a purchase is required. 4. Relevant Timelines - Today, before 6 pm Central - Scott to connect with Dave regarding US compliance for the warranty-date approach. (Depends on Philip sending draft language in time.) - Tonight - Scott to email the team with the outcome of the legal check and next steps. - Contest eligibility threshold - Warranty start date on or after 01/01/2026, with tool registration required at entry. 5. Additional Notes - The warranty-date proxy should allow eligibility without requiring a purchase, including scenarios where a tool is gifted but still under warranty and then registered. - Maintain straightforward customer-facing language while ensuring full compliance. Avoid wording that could be interpreted as conditioning entry on a purchase. - Ensure standard "no purchase necessary" language remains prominent. Confirm any required alternate method of entry and related disclosures per US sweepstakes rules. - For future promotions, consider a simpler random draw framework to reduce legal and copy complexity.
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