InvesTechs Terms of Service
Service-Level Terms for AI Meeting Scheduler
These Service-Level Terms shall operate in conjunction with the InvesTechs General Terms of Service.
Purpose.
InvesTechs is entering into this Agreement with the Client for the purpose of installing and configuring the AI Meeting Scheduler into the Client's AI CRM to qualify, nurture, and schedule meetings with potential investor leads for the Client.
Effective Date.
Shall be defined as the date that the Client purchases the Services from InvesTechs.
Description of Services.
As of the Effective Date InvesTechs will begin providing to the Client the Services below (the "Services"):
AI Meeting Scheduler:
A conversational AI platform specifically engineered by InvesTechs to operating within the AI Sales Assistant to qualify, nurture, and schedule introductory meetings with leads, and handle meeting reminders, cancellations, and rescheduling. The AI Meeting Scheduler will contact all new or re-activated leads, confirm their accredited status, confirm their interest in the Client's offerings, deliver introductory information, and schedule a discovery phone call with the Client's sales agent. The AI Meeting Scheduler operates primarily through SMS text message. The Client shall be provided with a method to test the AI Meeting Scheduler, and request minor adjustments, such as cadence, phrasing, determination of the AI, etc.
Premium Configuration:
Done-for-you setup and configuration of all automations, forms, funnels, and landing pages necessary to run AI Meeting Scheduler campaign (the "Configuration").
Disclaimers:
Client shall be able to make use of template (i) Privacy Policy, (ii) Terms of Service, and (iii) General Risk Disclaimer for Investments (the "Disclaimer Templates"). Should the Client choose to use these Disclaimer Templates, the Client assumes full legal responsibility for and indemnifies InvesTechs from any litigation arising from the use of said Disclaimer Templates. Client understands they shall be required to either accept these Disclaimer Templates or provide compliant alternatives.
Landing Page:
The Services include template landing pages required to run the funnel. Such template pages include an investor lead landing page, meeting scheduling, meeting confirmation, lead disqualification, a landing page for each of the Disclaimer Templates,
Limitations of Service:
Does not include Lead Generation
Does not include custom website or landing page design or development
Does not include custom copywriting
Does not include custom funnel objectives, such as integrating e-course sales, selling services etc. The AI Meeting Scheduler is specifically engineered to qualify leads and schedule meetings with them.
Does not include multiple calendar types, such as discovery call and follow-up sales calls. The AI Meeting Scheduler is specifically engineered to schedule initial discovery meetings with new or re-activated leads.
Any custom requests of the Client that require the use of Zapier.com, Make.com or a similar third-party tool, shall use an account owned by and paid for by the Client.
This Agreement does not cover the Terms of Service for, or include the software subscription to the Ai Sales Assistant. The Ai Sales Assistant software must be purchased separately.
Requires a compliant registration for A2P 10DLC for use of automated text-messages (included in the Ai Sales Assistant Premium Setup).
Requires a compliant Privacy Policy, Terms of Service, and Risk Disclaimer for investing.
Configuration does not include custom API development.
Payments.
The Client shall pay $1,000 per month to InvesTechs on the same day of each month as the Effective Date.
Timeline.
The estimated Timeline to complete all Deliverables is approximately one (1) month. The Client understands that this timeline largely relies on the Client's ability to provide detailed information in the onboarding process and feedback in a timely manner.
Term and Termination.
This Agreement shall be effective as of the Effective Date, and shall remain in full force and effect for four (4) months after the Effective Date. After this time, this Agreement shall automatically renew in one (1) month increments unless Client provides InvesTechs with written notice of intent to not renew fourteen (14) days prior to renewal.
The Client may pause this Agreement at any time by providing a 14-day written notice and paying a $500 Campaign Pause Fee. When this Agreement is paused (i) the Client shall not owe any fees to InvesTechs, (ii) InvesTechs will turn off all software necessary to run the Services, and (iii) InvesTechs will stop providing the Services until the Agreement is resumed. This Agreement may be resumed at any time by the Client by providing InvesTechs written notice. Billing for the Services shall resume the next business day after the Client providing this Notice. The Client understands that resuming the Services requires up to 5 business days after official notification.
The Client may terminate this Agreement at any time with a 14-day written notice. When this Agreement is terminated by the Client prior to the Termination Date, the Client shall incur a Termination Fee of $1,000.
The Client acknowledges that the sales cycle with Investor Leads can often be three to six months, optimal KPIs of the campaigns may not be reached until this point, and this is the primary reason that the minimum Term of this Agreement is three (3) months after the Launch Date.
Either party to this Agreement may terminate this Agreement in the event of a material breach of this Agreement by the other Party, if such breach continues uncured for a period of fourteen (14) days after written notice of such breach.
Either Party may immediately terminate this Agreement if notified that any individual or entity involved in this Agreement is convicted of any violation of any state or federal securities-related law or regulation.
Termination of this Agreement shall not relieve Client from its obligation to pay InvesTechs according to Exhibit B of this Agreement, up to the date of termination.
Approval of Work.
Within five business days following receipt of any Deliverables, the Client will provide Company with either (a) written approval and acceptance of such Deliverable (which will not be unreasonably withheld), or (b) a written list of reasonable modification guidelines that will bring the Deliverable into compliance with the SOW. Each Deliverable hereunder will be deemed automatically accepted by the Client if, within ten (10) business days of its delivery to the Client, the Client does not provide the foregoing written notice to InvesTechs.
Counterparts.
This Agreement is made to be in conjunction with the InvesTechs General Terms of Service, and any other service-level Terms of Service, executed in two or more counterparts, each of which shall be deemed an original, and all of which together shall constitute one and the same instrument. If any portion of this Service-Level Terms Agreement is found to be in conflict with the InvesTechs General Terms of Service, this Agreement shall take precedence. If the Client hires InvesTechs for multiple Services, the Service-Level Terms for each shall be interpreted independently of each other, each in conjunction with the InvesTechs General Terms of Service.
Binding Nature.
The Client understands that THIS AGREEMENT IS NON-BINDING ON ITS OWN. THIS AGREEMENT BECOMES BINDING AT THE POINT IN WHICH THE CLIENT (i) COMPLETES THE SIGNATURE FORM BELOW, INCORPORATED BY THIS REFERENCE, (ii) AGREES TO THE INVESTECHS GENERAL TERMS OF SERVICE, AND (iii) MAKES PAYMENT FOR THE SERVICES.
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