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 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 authorization via Stripe), you agree to be bound by all terms herein. Leadin Solutions records the version accepted, the timestamp, and the accepting account for each enrollment.

The Service is available in 47 US states. It is not available in California, Texas, or Florida at this time. You represent and warrant that your principal place of business and your primary service area are not in California, Texas, or Florida, that you are duly organized and in good standing in your state, and that the person completing enrollment has authority to bind you. Leadin Solutions may terminate immediately if any of these representations is untrue.

Questions: hello@leadin.solutions · Leadin Solutions LLC, Spokane, 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 and the 911 notice. 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 job card to your team via Slack. Optional appointment reminders (24 hours and 1 hour before a scheduled visit) are sent only to callers who pressed 9.

The Platform operates as an automated scheduling assistant and clearly identifies itself as such in every customer-facing message.

3. Platform Independence and Scope Limitations

Independent Platform Provider. 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. Leadin Solutions does not refer, recommend, endorse, or connect end-customers to trade companies. End-customers who interact with the Platform have an existing relationship with your business; Leadin Solutions is facilitating communication on your behalf as a service provider and data processor only, not as a party to any transaction between you and your customers. 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 makes no promise, representation, or guarantee about the volume of calls your business receives or the number of job cards generated. Call volume depends entirely on your own lead generation and business operations.

Leadin Solutions has no connection to your trade license, contractor registration, or insurance.

4. Founding Member Terms

4A. Deferred Billing. You will not be charged until Leadin Solutions delivers your first job card. This is not a trial; it is deferred billing. Your card is held on file at enrollment. No charge is made until the billing trigger occurs or the deferral cap is reached.

Billing trigger: delivery of the first job card to your designated dispatch channel (Slack), as recorded in Leadin Solutions' dispatch logs. Delivery of the job card is the event, not receipt of a call, not completion of an intake conversation.

Test call exclusion: job cards generated during setup, configuration, or quality assurance test calls designated as such by Leadin Solutions are explicitly excluded and do not constitute a billing trigger.

Deferral cap: if no job card has been delivered within 60 days of the Twilio Number Provision Date, billing begins automatically on day 60 regardless of delivery status.

60-day clock: the deferral clock starts on the Twilio Number Provision Date, not the enrollment date. Forwarding your business phone line to your assigned Twilio number is your responsibility. Time lost due to failure to configure forwarding does not extend the deferral period.

Mechanism: Stripe subscription is created at enrollment with the first invoice delayed. The deferral ends when Leadin Solutions manually triggers billing upon first job card delivery, or automatically at day 60.

4B. Cancellation and Refunds. You may cancel at any time. Your service continues to the end of the monthly period you have already paid for, and nothing renews after that. Fees already paid are not refunded, in whole or in part, including for a partial month. There is no money-back guarantee, because the deferred billing in Section 4A is how Leadin Solutions carries the risk: you pay nothing until the Service has produced your first job card, or until the 60-day cap is reached.

4C. Rate Lock Scope. The $397/month rate is locked for the life of Customer's continuous subscription with no cancellation gap. The rate lock is subject to the following scope:

Covered: the SMS intake platform as described in Section 2, for one primary business location and one dedicated Twilio number.

Covered: all SMS intake service verticals available on the Platform, present and future (plumbing, HVAC, electrical, painting, roofing, fire protection, and any subsequent verticals), under a single active subscription.

Covered: the included usage level and overage rate in Section 4D.

Not covered: additional phone numbers beyond the primary assigned number. Additional numbers are available at then-current pricing.

Not covered: additional business locations. Each additional location is subject to then-current pricing.

Not covered: future capabilities offered as separate products, including but not limited to voice AI features. Such capabilities may be offered as add-ons at then-current pricing.

Not covered: pass-through charges. Carrier, A2P 10DLC registration, regulatory, and sub-processor fee increases imposed after enrollment may be passed through at cost on 30 days' written notice. Pass-through charges are itemized separately and are not a change to the locked rate.

Not covered: re-enrollment after a cancellation gap. A cancellation gap is any period exceeding 5 business days after the effective cancellation date. Re-enrollment after a cancellation gap is subject to then-current pricing. The rate lock does not survive cancellation.

The rate lock is non-transferable. It applies to the enrolling business entity only and does not transfer in any business sale, merger, or assignment.

4D. Included Usage. The monthly fee includes 2,000 automated messages and 500 inbound calls per month for the primary location and number. Overage: $0.10 per automated message above 2,000; inbound calls above 500 are not charged. Leadin Solutions gives 30 days' notice before the first overage charge. The included usage level and overage rate are part of the rate lock and do not change for the life of the subscription.

4E. Taxes and Payment. Fees are exclusive of taxes. You are responsible for sales, use, and similar taxes that apply to the Service, which Leadin Solutions collects where it is required to do so. If a charge fails, Leadin Solutions will retry and notify you. If payment is not received within 10 days of the invoice date, Leadin Solutions may suspend the Service until payment clears. Amounts more than 30 days past due accrue interest at 1% per month or the maximum lawful rate, whichever is lower, plus reasonable collection costs.

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 by text message; (c) discloses message frequency (typically 2 to 6 per request, including any appointment reminders you enable); (d) discloses that message and data rates may apply; (e) informs of STOP/HELP rights; (f) states that for any emergency the caller should hang up and dial 911; and (g) makes consent optional. No SMS is sent without an explicit press of 9. The logged consent record, including timestamp, caller phone number, digit pressed, and greeting script version, constitutes documented prior express consent for purposes of applicable federal and state telecommunications laws. Consent records are retained for a minimum of 4 years.

Time Restriction: Automated SMS will only be sent between 8:00 a.m. and 8:00 p.m. in the recipient's local time zone as determined by the recipient's area code (TCPA, 47 U.S.C. § 227). The Platform enforces this automatically for every system-initiated message, including reminders. Replies to a customer's own in-progress message may be sent outside this window as a conversational response.

Revocation: The Platform honors any reasonable revocation of consent, including STOP, QUIT, CANCEL, UNSUBSCRIBE, END, or a plain-language request, within the time required by 47 CFR § 64.1200, sends at most one confirmation message, and suppresses that number from further automated messages. You may not ask Leadin Solutions to re-enable a revoked number. Opt-out records are kept separate from every other Leadin Solutions customer.

Nature of Messages: Messages sent through the Platform are informational responses to the caller's own inquiry. They are not telephone solicitations, advertisements, or telemarketing. You may not request or configure any content that would cause the Platform to send promotional messages.

TCPA Compliance, Allocation of Responsibilities: Leadin Solutions is the technical sender of SMS messages; you are the principal on whose behalf they are sent. 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 and service provider. You are the data controller for end-customer personal information processed through the Service. Leadin Solutions does not sell your data or use it for advertising.

Sub-processors: Twilio (telephony and SMS), Anthropic (AI language model), Slack (dispatch delivery), Stripe (billing), Railway (hosting), Make.com (workflow automation), Airtable (operational database). Changes are posted in the Privacy Policy with 30 days' notice.

Data Retention: End-customer PII (name, phone, address, conversation transcript) deleted 90 days after job completion or cancellation, whichever is earlier. 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: Either party must immediately suspend scheduled deletion of relevant data upon anticipating any claim, dispute, or legal proceeding, notify the other party, and preserve those records until fully and finally resolved.

Confidentiality: Each party agrees to keep confidential any non-public business information received from the other party and to use it only to perform this Agreement, for the term plus 3 years. Excluded is information that: (a) was already known prior to disclosure; (b) becomes publicly known through no wrongful act of the receiving party; (c) is approved for release in writing; (d) is independently developed; or (e) is disclosed pursuant to lawful requirement of a court or governmental agency, with prompt notice where lawful.

Security: TLS 1.2+ in transit, AES-256 at rest, role-based access controls, PII suppression in logs and notifications. Leadin Solutions will notify you within 72 hours of confirming a security incident affecting your data and will cooperate with any notification you are required to make.

7. Law Enforcement and Legal Process

Leadin Solutions treats stored SMS content as subject to the federal Stored Communications Act (SCA, 18 U.S.C. §§ 2701 to 2713). For SMS content stored 180 days or less, a valid search warrant is required before disclosure. 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 to 5 business days of enrollment. Leadin Solutions provides your dedicated Twilio number and configures your dispatch workspace. The Twilio Number Provision Date is recorded in the enrollment table above and triggers the deferred billing clock per Section 4A.

Setup and onboarding fee: the standard setup and onboarding fee is $150. It is waived in full for Founding Members. Waived setup covers provisioning your dedicated number, configuring your dispatch workspace, a live QA test call with you on the line, and help configuring call forwarding on your business line.

Optional CRM deployment: integration with ServiceTitan or Housecall Pro is available as a one-time $350 deployment fee, charged only if you request it. It is not included in the monthly fee and is not covered by the rate lock in Section 4C.

Ongoing Customer Responsibilities:

1. Forwarding unanswered calls to your Leadin-assigned Twilio number promptly after receiving it, and at all times while the Service is active.

2. Removing call forwarding within 5 business days of issuing a cancellation notice.

3. Responding to job cards delivered in your dispatch workspace within a reasonable time.

4. Keeping billing and contact information current.

5. Complying with all telecommunications laws applicable in your state of operation.

6. Including in your own customer-facing agreements, estimates, website, or terms a disclosure informing your customers that by contacting your business they may receive automated SMS from your automated intake system.

7. Verifying all job card details independently before dispatch or committing to any service.

9. Service Levels, Service-Level Guarantee, Warranties, and Limitations

Service Availability: Target 99% uptime, excluding maintenance and third-party platform outages. For verified outages within Leadin Solutions' control exceeding 4 continuous hours, your remedy is a service credit equal to one prorated day of your monthly fee ($397 ÷ 30 = $13.23), applied to your next invoice, or the right to terminate immediately without penalty. Service credits are your sole financial remedy for availability outages.

Service-Level Guarantee: Every unanswered call that reaches the Platform and passes the IVR consent flow will be engaged within 30 seconds, and every conversation the customer completes will be delivered as a job card to your designated dispatch channel. If either standard is not met in any calendar month, that month's fee is credited in full to your next invoice. Whether a customer chooses to reply, and how much they choose to share, is outside Leadin Solutions' control and is not part of this guarantee.

How failures are measured: Leadin Solutions' dispatch logs are the authoritative record. A failure is an inbound call that passed the IVR consent flow (caller pressed 9) and was not engaged within 30 seconds, or a conversation the customer completed for which no job card was delivered to your dispatch channel, as shown in the logs.

How to claim: notify Leadin Solutions of a claimed delivery failure by emailing hello@leadin.solutions within 10 business days of the end of the calendar month in which the failure occurred. Notification must include the approximate date and time of the call and the caller's last 4 digits if known. Claims not submitted within 10 business days are deemed waived for that month.

Remedy: a credit equal to one full month's fee ($397) applied to the following invoice. The credit is not a cash refund. Leadin Solutions will respond to claims within 5 business days with a log review.

Exclusions: the guarantee does not apply to calls that did not reach the Platform due to call forwarding not being configured, calls where the caller did not press 9, calls outside 8:00 a.m. to 8:00 p.m. local time, or outages caused by third-party platforms (Twilio, Anthropic, Slack, Stripe, Railway, Make.com, Airtable) outside Leadin Solutions' reasonable control.

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; (j) call volume or job card volume, which depends on your own lead generation.

Indemnification by Customer: You agree to defend, indemnify, and hold harmless Leadin Solutions and its members, managers, employees, and contractors from claims, fines, and expenses (including reasonable attorneys' fees) 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.

Indemnification by Leadin Solutions: Leadin Solutions will defend and indemnify you from any third-party claim that the Platform, as provided and used in accordance with this Agreement, infringes a United States patent, copyright, or trademark, excluding claims arising from your data or your modifications. Leadin Solutions may resolve such a claim by modifying the Platform, obtaining a license, or terminating this Agreement and refunding prepaid unused fees.

Procedure: The indemnified party gives prompt notice, reasonable cooperation, and control of the defense to the indemnifying party, who may not settle in a way that admits fault for the indemnified party without consent.

10. Acceptable Use

You may not: (a) use the Service to send unsolicited commercial messages; (b) misrepresent your identity, or the automated nature of the Platform, to customers; (c) use the Service in violation of TCPA or applicable state laws; (d) resell, sublicense, or share the Service outside the location covered by your subscription; (e) reverse engineer, scrape, or probe any part of the Platform; (f) use the Platform for emergency dispatch; or (g) route to the Platform any phone number you do not own or operate.

The Platform identifies itself as an automated assistant in the IVR greeting and in every SMS conversation, and will truthfully confirm that it is automated whenever a customer asks. You may not configure it otherwise.

11. Intellectual Property

Leadin Solutions retains all rights to the Platform including software, source code, algorithms, prompt architecture, AI models, workflows, and designs. You retain ownership of your business data and grant Leadin Solutions a license to use it to provide the Service. You are granted a limited, non-exclusive, non-transferable, revocable license to use the Platform for your internal business purposes during the subscription term. You may not reproduce, copy, reverse engineer, modify, or distribute any part of the Platform. The Leadin. wordmark may not be used without prior written permission.

You hereby irrevocably assign to Leadin Solutions all right, title, and interest in any feedback, suggestions, or ideas you provide about the Platform, and Leadin Solutions may use them without restriction, compensation, or attribution.

Leadin Solutions may identify you as a customer by name and logo in marketing materials unless you opt out by email to hello@leadin.solutions.

12. Term, Suspension, and Cancellation

This Agreement is month-to-month with no minimum term and no notice period requirement.

Cancellation by you: Cancel at any time by sending written notice to hello@leadin.solutions. No advance notice is required and no minimum term applies. Your subscription does not renew after the monthly period you have already paid for, and your service continues to the end of that period. Remove call forwarding from your business phone line within 5 business days of issuing the cancellation notice, so no further calls route to Leadin Solutions after that period ends.

Suspension or termination by Leadin Solutions: Leadin Solutions may suspend the Service immediately, or terminate on written notice, if: (a) payment is more than 10 days past due; (b) you breach Section 1, 5, or 10, or any representation in this Agreement is untrue; (c) your use creates, in Leadin Solutions' reasonable judgment, a material legal, regulatory, security, or reputational risk, including a complaint, subpoena, or carrier action tied to your account; (d) a carrier, sub-processor, regulator, or court restricts the Service for your account; or (e) you become insolvent or cease operations. For any other material breach, Leadin Solutions may terminate if the breach is not cured within 10 days of written notice. Leadin Solutions may also terminate for convenience on 30 days' written notice, in which case any prepaid fees for the unused period are refunded.

Refund: Fees paid are non-refundable, in whole or in part, including for a partial month, except as stated in the paragraph above. Deferred billing under Section 4A means no fee is charged until the Service has delivered your first job card, or until the 60-day deferral cap is reached.

Data on Cancellation: A CSV export of your job card data will be delivered to your email on file within 5 business days of the effective cancellation date. End-customer PII will be deleted 90 days after cancellation per the data retention schedule. Your Twilio number plays a courtesy message for 30 days directing callers to your business line.

Re-enrollment: The rate lock does not survive cancellation. Re-enrollment after a cancellation gap of more than 5 business days is at then-current pricing.

13. Governing Law, Jurisdiction, and Dispute Resolution

Governed by the laws of the State of Washington without regard to its conflict-of-laws rules. Disputes are submitted first to 30 days of good-faith written negotiation from written notice of the dispute. If unresolved, binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, by one arbitrator seated in King County, Washington, with remote hearings permitted; judgment on the award may be entered in any court of competent jurisdiction. Either party may seek temporary injunctive relief in court to protect intellectual property or confidential information without waiving arbitration, and either party may bring an individual claim within the jurisdictional limit of small claims court in King County instead of arbitration.

Class action waiver: Disputes may be brought only on an individual basis. Neither party may bring, join, or participate in a class, collective, consolidated, or representative proceeding, and the arbitrator has no authority to consolidate claims of different customers.

The prevailing party in any arbitration or court proceeding is entitled to its reasonable attorneys' fees and costs.

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 and supersedes all prior proposals and understandings. In case of conflict, this Agreement controls, then the SMS Terms, then the Privacy Policy, then the Terms of Service.

Completion of enrollment through the Leadin Solutions website, including payment authorization via Stripe and acknowledgment of the TCPA Compliance Certification during checkout, constitutes valid electronic acceptance under the federal E-SIGN Act and the Washington Uniform Electronic Transactions Act.

Leadin Solutions may update these terms with 30 days' written notice; continued use after the effective date is acceptance, and you may cancel before then. Your rate lock, included usage, and overage rate are not subject to amendment during the lock period per Sections 4C and 4D.

Force majeure: Neither party is liable for delay or failure caused by events beyond its reasonable control, including natural disaster, epidemic, war, civil unrest, labor action, government order, utility or telecommunications failure, or failure of a sub-processor or carrier, provided the affected party uses reasonable efforts to resume performance. Payment obligations are not excused.

Assignment: You may not assign this Agreement or the rate lock without Leadin Solutions' prior written consent, including by merger or change of control. Leadin Solutions may assign this Agreement to an affiliate or to a successor in a merger, acquisition, or sale of all or substantially all of its assets or of the Platform, on notice to you.

Survival: Sections 5 (consent and opt-out records), 6, 7, 9, 11, 12 (as to amounts due and data on cancellation), 13, and 14 survive termination.

No third-party beneficiaries: End-customers and all other third parties have no rights under this Agreement.

Notices via email: hello@leadin.solutions, and to the email on your enrollment, effective the next business day. If any provision is unenforceable, it is enforced to the maximum extent permitted and the remaining provisions continue in full force. Failure to enforce a provision is not a waiver of it.

15. TCPA Compliance Certification and Acceptance

Please read the following certification carefully before signing or completing enrollment.