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 authorization 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 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.

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 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. 30-Day Money-Back Guarantee. If you are not satisfied with the Service, request a full refund of your first month's fee within 30 consecutive days of the date of your first charge. The guarantee runs from first charge, not from enrollment date. Because billing is monthly and the window is 30 days, at most one month's fee will have been paid — that charge is refunded in full. After 30 days from first charge, fees are non-refundable. To request a refund: email hello@leadin.solutions with the subject line 'Refund Request' within 30 days of your first charge. Refunds are processed within 5 business days.

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 trade verticals available on the Platform, present and future (plumbing, HVAC, electrical, roofing, and any subsequent verticals), under a single active subscription.

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: 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.

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 2–4 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. The logged consent record — including timestamp, caller phone number, and digit pressed — constitutes documented consent for purposes of applicable federal and state telecommunications laws. Consent records are retained for a minimum of 4 years.

TCPA Compliance — Allocation of Responsibilities. 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 (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 (name, phone, address, conversation transcript) deleted 90 days after job completion or cancellation. 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. See SOP-OPS-002 for Leadin Solutions' legal hold procedures.

Confidentiality: Each party agrees to keep confidential any non-public business information received from the other party. 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; or (d) is disclosed pursuant to lawful requirement of a court or governmental agency.

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 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 3-5 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.

Ongoing Customer Responsibilities:

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

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

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, 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 worked to completion and delivered as a job card to your designated dispatch channel. If this standard is not met in any calendar month, that month's fee is credited in full to your next invoice.

How failures are measured: Leadin Solutions' dispatch logs are the authoritative record of delivery. A failure is an inbound call that passed the IVR consent flow (caller pressed 9) and 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.–8:00 p.m. local time, or outages caused by third-party platforms (Twilio, Anthropic, Slack, Stripe, Railway, Make.com) 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: 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. 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.

12. Term, Cancellation, and Refund

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

Cancellation: Cancel at any time by sending written notice to hello@leadin.solutions. Cancellation is effective within 5 business days of receipt of written notice. No advance notice is required. Platform access ends at the close of the 5-business-day exit window. Remove call forwarding from your business phone line within the 5-business-day exit window.

Refund: The 30-Day Money-Back Guarantee provides a full refund of your first month's fee if requested within 30 consecutive days of the date of your first charge. After 30 days from first charge, fees paid are non-refundable. The guarantee applies to the first month's fee only — subsequent months are non-refundable.

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.

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. 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. Leadin Solutions may update these terms with 30 days written notice. Your rate lock is not subject to amendment during the lock period per Section 4C. Notices via email: hello@leadin.solutions. If any provision is unenforceable, remaining provisions continue in full force.

15. TCPA Compliance Certification and Acceptance

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