Founding Member Agreement
1. Introduction and Parties
This Customer Service Agreement ("Agreement") is entered into between Leadin Solutions LLC, a Washington State limited liability company ("Leadin Solutions," "we," "us," or "our"), and the trade service company identified above ("Customer," "you," or "your").
This Agreement governs your access to and use of the Leadin Solutions AI-powered customer intake automation platform (the "Platform" or "Service"). By enrolling, signing this Agreement, or completing enrollment through the Leadin Solutions website (including completing payment via Stripe), you agree to be bound by all terms herein.
The Service is available in 47 US states. It is not available in California, Texas, or Florida at this time.
Questions: hello@leadin.solutions · Leadin Solutions LLC, North Bend, WA
2. Description of Service and Definitions
Leadin Solutions provides an AI-powered automated intake system that captures customer job requests via SMS when your business phone line is unanswered. When your phone line is unavailable, the caller hears an IVR greeting identifying your automated scheduling assistant. If the caller presses 9 to confirm consent, the Platform sends an automated SMS to capture their service request, conducts a structured intake conversation, and delivers a dispatch-ready Job Card to your team via Slack.
The Platform operates as an automated scheduling assistant and clearly identifies itself as such in every customer-facing message.
Job Card — Definition and Legal Status
Job Card: An unverified automated intake record generated solely from information provided by the caller during an automated SMS conversation. A Job Card is a communication tool only. It does not constitute a service contract, work order, price quote, estimate, scheduling confirmation, appointment booking, or binding commitment of any kind — between Leadin Solutions and any party, or between the Customer and their end-customer. A Job Card creates no legal obligation for any party to perform or receive services. All Job Card details must be independently verified by the Customer before dispatch or any commitment to the end-customer. Leadin Solutions makes no representation as to the accuracy, completeness, or reliability of Job Card content. The Customer is solely responsible for confirming all details with the end-customer and for all decisions made in reliance on a Job Card.
Emergency Safety Notice: The Leadin intake system is not an emergency response service. For any situation involving a gas leak, flooding, fire, electrical hazard, or any immediate risk to life or property, your customers must call 911 immediately. You are solely responsible for ensuring your customers understand this limitation.
3. Platform Independence and Scope Limitations
Leadin Solutions is an independent technology service provider. It has no affiliation with, agency relationship with, or responsibility for your trade licensing, insurance, business operations, service quality, or legal compliance with any trade, contractor, or licensing laws. Nothing in this Agreement creates an agency, partnership, joint venture, employment, or fiduciary relationship between Leadin Solutions and Customer.
The Platform does not make pricing commitments, scheduling confirmations, or service guarantees.
The Platform does not generate outbound marketing messages or contact individuals who have not initiated contact with your business.
The Platform supplements intake gaps only — it does not replace your dispatcher.
Job Cards are unverified intake records. You are solely responsible for verifying all details before dispatch.
Leadin Solutions has no connection to your trade license, contractor registration, or insurance.
4. Founding Member Terms
$297 / month
🔒 Rate locked for life — your price never increases
5. SMS Messaging — Consent, Compliance, and TCPA
Consent Collection: The Platform employs an IVR consent flow. Callers hear a greeting under your company name that: (a) identifies itself as your automated scheduling assistant; (b) discloses that pressing 9 constitutes consent to receive service-related SMS; (c) discloses message frequency (typically 2–4 per request); (d) discloses that message and data rates may apply; (e) informs of STOP/HELP rights; and (f) makes consent optional. No SMS is sent without an explicit press of 9. Consent records are retained for a minimum of 4 years.
TCPA Compliance: Automated SMS will only be sent between 8:00 a.m. and 8:00 p.m. in the recipient's local time zone (TCPA, 47 U.S.C. § 227). The Platform enforces this automatically.
You represent and warrant that you are the authorized owner or operator of the business phone number(s) connected to the Platform and agree to indemnify Leadin Solutions against claims arising from your failure to comply with applicable telecommunications laws.
For the complete terms governing automated SMS messages sent through the platform on your behalf, see the Leadin Solutions SMS Terms of Service.
6. Data, Privacy, and Security
Data Ownership and Processing: All customer intake data belongs to you. Leadin Solutions acts as your data processor. You are the data controller for end-customer personal information processed through the Service.
Data Retention: End-customer PII deleted 90 days after job completion. IVR consent records retained minimum 4 years. Anonymized job metadata retained up to 3 years. Opt-out records retained permanently in hashed form. Business customer account data retained for the subscription duration and 90 days following termination.
Legal Hold Override: Either party must immediately suspend scheduled deletion of relevant data upon anticipating any claim, dispute, or legal proceeding, and preserve those records until fully and finally resolved.
Sub-Processors: Twilio (SMS/MMS) · Anthropic (AI processing) · Airtable (data storage) · Stripe (billing) · Slack (dispatch) · Railway (hosting) · Make.com (automation).
Security: TLS 1.2+ in transit, AES-256 at rest, role-based access controls, PII suppression in logs and notifications.
7. Law Enforcement and Legal Process
Leadin Solutions is subject to the federal Stored Communications Act (SCA, 18 U.S.C. §§ 2701-2713). For SMS content stored 180 days or less, a valid search warrant is required. For older content, a court order under 18 U.S.C. § 2703(d) or warrant is required. We will attempt to notify you of legal demands for your account data to the extent permitted by law.
8. Setup, Onboarding, and Customer Responsibilities
Configuration within 3–5 business days of enrollment. Your only required technical action is forwarding unanswered calls to your assigned number.
Ongoing Customer Responsibilities:
Forwarding unanswered calls to your Leadin-assigned number at all times while the Service is active
Removing call forwarding as the first step when deactivating the Service
Responding to Job Cards delivered in your dispatch workspace within a reasonable time
Keeping billing and contact information current
Complying with all telecommunications laws applicable in your state of operation
Including in your own customer-facing agreements a disclosure informing your customers that by contacting your business they may receive automated SMS from your automated intake system
Verifying all Job Card details independently before dispatch or committing to any service
9. Service Levels, Warranties, and Limitations
Service Availability: Target 99% uptime, excluding maintenance and third-party platform outages. For verified outages within our control exceeding 4 continuous hours, your remedy is a service credit equal to one prorated day of your monthly fee, applied to your next invoice, or the right to terminate immediately without penalty.
Disclaimer of Warranties: EXCEPT AS EXPRESSLY STATED ABOVE, THE SERVICE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. NO SPECIFIC REVENUE RECOVERY, BUSINESS OUTCOME, OR ERROR-FREE AI OUTPUT IS WARRANTED. JOB CARDS ARE UNVERIFIED INTAKE RECORDS — NO WARRANTY OF ACCURACY IS MADE.
Limitation of Liability: IN NO EVENT WILL LEADIN SOLUTIONS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES. TOTAL LIABILITY SHALL NOT EXCEED FEES PAID IN THE 3 MONTHS PRECEDING THE CLAIM.
Not liable for: (a) AI Job Card errors or inaccuracies; (b) your failure to verify Job Card details before dispatch; (c) any loss, claim, or dispute arising from reliance on an unverified Job Card; (d) customer disputes; (e) caller's failure to contact 911; (f) TCPA non-compliance by Customer; (g) third-party platform outages; (h) legally required disclosures; (i) your failure to comply with trade licensing or contractor registration laws.
Indemnification: You agree to indemnify Leadin Solutions from claims arising from: (a) your Platform use; (b) Agreement violations; (c) customer disputes; (d) TCPA/SCA non-compliance; (e) misrepresentations to your customers; (f) harm arising from a caller's reliance on this system in a life-safety emergency; (g) your failure to comply with trade licensing, contractor registration, or insurance requirements; (h) any action taken in reliance on an unverified Job Card.
10. Acceptable Use
You may not: (a) use the Service to send unsolicited commercial messages; (b) misrepresent your identity to customers; (c) use the Service in violation of TCPA or applicable state laws; (d) resell or sublicense the Service; (e) reverse engineer any part of the Platform.
11. Intellectual Property
Leadin Solutions retains all rights to the Platform including software, source code, algorithms, prompt architecture, AI models, and designs. You retain ownership of your business data. You are granted a limited, non-exclusive, non-transferable license to use the Platform for your internal business purposes during the subscription term. The Leadin. wordmark may not be used without prior written permission.
12. Term, Cancellation, and Refund
Month-to-month. Cancel any time with 30 days written notice to hello@leadin.solutions. Full refund of first month fee if requested within 30 consecutive days of initial charge. After 30 days, fees are non-refundable. Upon cancellation, Platform access ends at the close of the current billing period. A CSV export of your Job Card data will be delivered within 5 business days.
13. Governing Law, Jurisdiction, and Dispute Resolution
Governed by the laws of Washington State. Jurisdiction and venue in King County, Washington. Disputes submitted first to 30-day good-faith written negotiation. If unresolved, binding arbitration in King County under AAA rules. Either party may seek injunctive relief without waiving arbitration rights.
14. General Provisions
This Agreement together with the Leadin Solutions Terms of Service, Privacy Policy, and SMS Terms constitutes the entire agreement between the parties. Leadin Solutions may update these terms with 30 days written notice. Your pricing lock is not subject to amendment. Notices via email: hello@leadin.solutions. If any provision is unenforceable, remaining provisions continue in full force.
15. TCPA Compliance Certification
By signing the Founding Member Agreement at leadin.solutions/agreement/founding, Customer certifies the following.
Customer certifies that:
Customer has read and understands its obligations under the federal Telephone Consumer Protection Act (TCPA, 47 U.S.C. § 227) and applicable state telecommunications laws in its state of operation.
Customer accepts full and sole responsibility for compliance with those obligations in its jurisdiction, including ensuring call forwarding routes to the Platform correctly so the IVR consent flow is presented to every caller before any SMS is sent.
Customer will include in its own customer-facing agreements, service estimates, or terms of service a disclosure informing customers that by contacting the business they may receive automated SMS from the business's automated intake system.
Customer understands that Leadin Solutions is the technical sender of SMS messages and that Customer is the principal on whose behalf messages are sent. Customer indemnifies Leadin Solutions for any TCPA or state telecommunications law violations arising from Customer's Platform use.
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