1. Agreement to Terms

These Terms & Conditions ("Terms") govern your access to and use of Revenue Systems Group LLC's ("RSG," "we," "us," or "our") services, including but not limited to AI Revenue System Audits, system installations, governance services, and all related deliverables.

By engaging our services, submitting an inquiry, signing a proposal, or making payment, you ("Client," "you," or "your") agree to be bound by these Terms, our Privacy Policy, and any additional service-specific agreements.

2. Service Definitions

2.1 AI Revenue System Audit

A comprehensive diagnostic engagement consisting of:

• 5 days of onsite observation and analysis
• Remote data collection and conversation monitoring
• Revenue leakage diagnosis and quantification
• System architecture blueprint and recommendations
• Final audit report and install-ready specifications

Investment: $5,000 (100% credited toward system install if contracted within 30 days of audit completion)

2.2 AI Revenue System Install

Design, configuration, and deployment of AI-powered revenue infrastructure, including:

• Revenue workflow architecture and design
• AI voice system implementation
• AI web conversation system deployment
• Qualification and booking logic configuration
• Automated follow-up workflows
• Governance rules and escalation protocols
• Integration with existing CRM and systems
• Testing, optimization, and go-live support

Investment: $12,500 - $25,000 (scope-dependent)

Timeline: 30-45 days from contract execution

2.3 Governance & Optimization Services

Optional ongoing monitoring and system management, including:

• Monthly performance monitoring and reporting
• System tuning and optimization
• Workflow refinement and rule adjustments
• Quarterly strategic reviews
• Priority technical support

Investment: $1,500 - $4,000/month

3. SMS/MMS Communication Terms

3.1 Description of SMS/MMS Use Cases

Revenue Systems Group may use SMS (Short Message Service) and MMS (Multimedia Messaging Service) communications as part of our AI Revenue System installations for the following purposes:

Appointment Confirmations and Reminders:

• Automated appointment confirmation messages
• Pre-appointment reminder notifications (24-hour and 1-hour)
• Rescheduling confirmations
• Cancellation notifications

Lead Qualification and Follow-Up:

• Initial inquiry responses
• Qualification questions and lead nurturing
• Follow-up on missed calls or voicemails
• Re-engagement campaigns for inactive leads

Customer Service and Support:

• Two-way conversation support
• Status updates on service requests
• Response to customer inquiries
• Service completion notifications

Operational Notifications:

• Service technician arrival notifications
• Emergency alerts or schedule changes
• Payment confirmations and reminders
• Important account updates

Marketing and Promotional Messages (With Explicit Consent):

• Special offers and promotions
• New service announcements
• Seasonal campaigns
• Customer appreciation messages

15.2 Message Frequency

The frequency of SMS/MMS messages varies based on customer interaction and service type:

• Transactional Messages: Sent as needed based on appointments, inquiries, and service activities (typically 2-10 messages per month)
• Marketing Messages: Up to 4 messages per month (only with explicit opt-in consent)
• Service Reminders: 1-3 messages per scheduled appointment

Message frequency may be higher during active service periods or campaigns. Customers can adjust preferences or opt-out at any time.

15.3 Opt-Out Instructions

Customers have the right to opt-out of SMS/MMS communications at any time using any of these methods:

Text STOP:

• Reply "STOP", "UNSUBSCRIBE", "CANCEL", or "END" to any message
• You will receive a confirmation message confirming opt-out
• You will no longer receive messages from that specific campaign or number
• To opt-out of all messages, you may need to text STOP to each number that contacts you

Text HELP:

• Reply "HELP" or "INFO" to any message for assistance
• You will receive contact information and opt-out instructions

Contact Customer Support:

• Call your service provider's customer support line
• Email your request to the address provided in initial messages
• Request opt-out through your online customer portal (if available)

Important Opt-Out Notes:

• Opting out of marketing messages does not stop transactional messages (appointment confirmations, service updates)
• To stop all messages, including critical service notifications, you must contact customer support directly
• Opt-out requests are processed within 24-48 hours
• You may still receive a final confirmation message after opting out

3.4 Message & Data Rate Disclosure

Standard Message and Data Rates Apply:

By providing your mobile phone number and consenting to receive SMS/MMS messages, you acknowledge and agree that:

• Your mobile carrier's standard message and data rates will apply to all messages sent and received
• You are responsible for all charges incurred from your carrier for SMS/MMS messages
• Message and data rates vary by carrier and plan
• MMS messages may consume more data than standard SMS text messages
• Messages sent while roaming may incur additional charges

Cost Examples (Informational Only):

• Typical SMS message: $0.00 - $0.20 per message (depending on your plan)
• Typical MMS message: $0.00 - $0.50 per message (depending on your plan)
• Many carriers include unlimited texting in standard plans

Contact your mobile carrier for specific information about your messaging and data plan rates.

3.5 Carrier Liability Disclaimer

No Carrier Liability:

Revenue Systems Group and our clients are not liable for:

• Delayed or undelivered messages due to carrier network issues
• Messages filtered or blocked by carrier spam filters
• Service interruptions or outages by mobile carriers
• Charges imposed by your mobile carrier for messages or data usage
• Any technical issues related to your device or mobile service

Carrier Compatibility:

SMS/MMS services are available on participating carriers in the United States, including but not limited to:

• AT&T, T-Mobile, Verizon, Sprint
• Regional carriers and MVNOs (Mobile Virtual Network Operators)

Service availability may vary by carrier and geographic location. Some carriers may block or filter automated messages.

Supported Devices:

• Most SMS-enabled mobile phones and smartphones
• MMS requires a multimedia-capable device and data plan
• Messages may not be deliverable to landlines or VoIP numbers

3.6 Consent and Age Restrictions

Age Restriction (18+):

By providing your mobile phone number and consenting to receive SMS/MMS messages, you certify that:

• You are at least 18 years of age or the age of majority in your jurisdiction
• You are the account holder or have authorization from the account holder
• You have the legal authority to agree to receive messages at the provided number

Minors (Under 18):

• Persons under 18 may not provide consent for SMS/MMS communications
• A parent or legal guardian must provide consent on behalf of minors
• We do not knowingly collect mobile numbers from individuals under 18

Consent Requirements:

Your consent to receive SMS/MMS messages may be obtained through:

• Opt-in checkboxes on web forms
• Verbal consent during phone conversations (recorded for compliance)
• Reply confirmation to an initial opt-in message
• Digital signature on service agreements

Consent is not a condition of purchase for transactional messages but is required for marketing communications.

3.7 Privacy and Data Protection

Phone numbers and message data are protected in accordance with our Privacy Policy. We:

• Never sell or share your phone number with unaffiliated third parties for their marketing
• Maintain records of consent and opt-out requests
• Use secure platforms compliant with TCPA and CTIA regulations
• Implement industry-standard security measures to protect your information

3.8 Link to Privacy Policy

For complete information about how we collect, use, protect, and share your personal information, including mobile phone numbers and message data, please review our Privacy Policy at:

Revenue Systems Group Privacy Policy

Our Privacy Policy is incorporated by reference into these Terms & Conditions and applies to all SMS/MMS communications.

19. Engagement Process

15.1 Qualification and Application

RSG operates a selective engagement model. All potential clients must:

• Complete an application or qualification call
• Demonstrate decision-making authority and budget
• Commit to audit process before installation discussions

RSG reserves the right to decline engagements that do not meet our qualification criteria.

15.2 Audit Agreement

Clients engaging audit services must:

• Execute a signed audit agreement
• Provide 50% deposit ($2,500) to reserve dates
• Pay remaining 50% upon audit completion
• Grant full operational access during audit period
• Provide requested data, recordings, and system access

15.3 Installation Agreement

System installation requires:

• Completed audit (or equivalent discovery process)
• Executed Statement of Work (SOW)
• 50% deposit to initiate project
• Remaining 50% due upon system go-live
• Designated point of contact with decision authority

19. Payment Terms

15.1 Accepted Payment Methods

• ACH/Bank Transfer (preferred)
• Credit Card (3% processing fee applies)
• Wire Transfer (for amounts over $10,000)

15.2 Payment Schedule

Service	Deposit	Final Payment
AI Revenue System Audit	50% at booking	50% at completion
System Install	50% at contract	50% at go-live
Governance Services	First month in advance	Monthly on 1st of month

15.3 Late Payments

Invoices are due within 7 days of issuance. Late payments are subject to:

• 1.5% monthly interest on overdue amounts
• Suspension of services until payment is received
• Collection costs and legal fees if applicable

15.4 Refund Policy

Audits: Deposits are non-refundable once audit dates are scheduled. If RSG cancels, full refund is provided.

Installations: Deposits are non-refundable once work has commenced. If project is cancelled mid-stream, fees are calculated based on work completed.

Governance Services: 30-day notice required for cancellation. No refunds for partial months.

19. Client Responsibilities

15.1 Access and Cooperation

Client agrees to provide:

• Timely access to systems, data, and personnel
• Accurate and complete business information
• Designated point of contact with authority
• Reasonable response times to RSG requests
• Cooperation from internal teams during implementation

15.2 Technical Requirements

Client is responsible for:

• Maintaining compatible CRM and software systems
• Providing necessary API access and credentials
• Ensuring adequate internet connectivity
• Managing third-party platform subscriptions
• Maintaining compliance with platform terms of service

15.3 Human Oversight

Client acknowledges that AI systems require human oversight and agrees to:

• Designate personnel to monitor AI interactions
• Respond to escalated conversations promptly
• Review system performance regularly
• Report issues or anomalies to RSG
• Maintain governance protocols established by RSG

19. RSG Responsibilities

15.1 Professional Standards

RSG commits to:

• Delivering services with professional expertise
• Maintaining confidentiality of client information
• Providing systems designed to specifications
• Offering reasonable support during installation
• Adhering to agreed timelines and deliverables

15.2 System Performance

RSG designs systems based on audit findings and best practices, but:

• Cannot guarantee specific revenue outcomes
• Is not liable for third-party platform performance
• Requires client adherence to governance protocols
• Depends on accurate client data and cooperation

19. Intellectual Property

15.1 RSG Property

RSG retains all rights to:

• Methodologies, frameworks, and processes
• Audit templates and diagnostic tools
• Proprietary system architectures
• Training materials and documentation
• Brand identity and marketing materials

15.2 Client Property

Client retains ownership of:

• Business data and customer information
• Pre-existing intellectual property
• Installed system configurations (upon full payment)

15.3 Work Product

Upon full payment, Client receives:

• License to use installed system configurations
• Documentation specific to their implementation
• Training materials for their team

Client may not resell, redistribute, or replicate RSG systems for other entities.

19. Confidentiality

15.1 Mutual Obligations

Both parties agree to:

• Protect confidential information disclosed during engagement
• Use confidential information only for authorized purposes
• Implement reasonable security measures
• Return or destroy confidential materials upon request

15.2 Exceptions

Confidentiality obligations do not apply to information that:

• Is publicly available through no fault of receiving party
• Was known prior to disclosure
• Is independently developed
• Must be disclosed by law or court order

19. Data Protection and Privacy

15.1 Data Processing

RSG processes client data in accordance with:

• Our Privacy Policy
• Applicable data protection laws
• Industry best practices for security
• Client-specific requirements as agreed

15.2 Third-Party Platforms

Client acknowledges that AI systems utilize third-party platforms and:

• Data may be processed by platform providers
• Platform terms of service apply
• RSG is not liable for platform data handling
• Client is responsible for platform compliance

19. Warranties and Disclaimers

15.1 Limited Warranty

RSG warrants that:

• Services will be performed with professional expertise
• Installed systems will function as specified
• Work will conform to agreed specifications

Warranty Period: 30 days from system go-live for installation defects

15.2 Disclaimer of Warranties

RSG specifically disclaims any warranty regarding:

• Specific revenue or performance outcomes
• Uninterrupted or error-free operation
• Third-party platform performance
• Results dependent on client implementation

19. Limitation of Liability

15.1 Exceptions

Limitations do not apply to:

• Gross negligence or willful misconduct by RSG
• Liability that cannot be excluded by law
• Violations of confidentiality obligations

19. Indemnification

15.1 Client Indemnification

Client agrees to indemnify and hold RSG harmless from claims arising from:

• Client's use of installed systems
• Client's violation of applicable laws or regulations
• Client's breach of these Terms
• Inaccurate information provided by Client
• Client's misuse of AI systems or violation of governance protocols

15.2 RSG Indemnification

RSG agrees to indemnify Client from claims arising from:

• RSG's infringement of third-party intellectual property
• RSG's violation of confidentiality obligations
• RSG's gross negligence or willful misconduct

19. Termination

15.1 Termination for Convenience

Audits: Either party may terminate with 7 days notice. Client forfeits deposit if termination occurs after scheduling.

Installations: Either party may terminate with 14 days notice. Client pays for work completed based on project milestones.

Governance Services: Either party may terminate with 30 days notice. No refunds for partial months.

15.2 Termination for Cause

Either party may terminate immediately if the other party:

• Materially breaches these Terms and fails to cure within 14 days
• Becomes insolvent or files for bankruptcy
• Engages in fraudulent or illegal activities
• Fails to make required payments

15.3 Effect of Termination

Upon termination:

• Client must pay all outstanding fees
• Each party must return confidential materials
• Client retains license to use completed work (if paid in full)
• Ongoing support and governance services cease

19. Force Majeure

Neither party is liable for failure to perform due to events beyond reasonable control, including:

• Natural disasters or acts of God
• War, terrorism, or civil unrest
• Government actions or restrictions
• Pandemic or public health emergency
• Internet or telecommunications failures
• Third-party platform outages

If force majeure continues for 30+ days, either party may terminate without penalty.

19. Modifications to Terms

RSG reserves the right to modify these Terms at any time. Changes will be effective:

• Immediately for new clients
• Upon 30 days notice for existing clients
• When posted on our website with updated "Last Updated" date

Continued use of services after changes constitutes acceptance of modified Terms.

19. Dispute Resolution

18.1 Informal Resolution

Parties agree to attempt good-faith informal resolution before pursuing formal action.

18.2 Mediation

If informal resolution fails, parties agree to mediation before litigation.

18.3 Arbitration

Any disputes not resolved through mediation shall be settled by binding arbitration in accordance with the American Arbitration Association's Commercial Arbitration Rules.

18.4 Governing Law

These Terms are governed by the laws of North Carolina, without regard to conflict of law principles.

18.5 Venue

Any legal action must be brought in state or federal courts located in North Carolina.

19. General Provisions

18.1 Entire Agreement

These Terms, together with any signed agreements and our Privacy Policy, constitute the entire agreement between parties and supersede all prior communications.

18.2 Severability

If any provision is found invalid or unenforceable, remaining provisions remain in full effect.

18.3 Waiver

Failure to enforce any provision does not constitute a waiver of that provision or any other provision.

18.4 Assignment

Client may not assign these Terms without RSG's written consent. RSG may assign to an affiliate or in connection with a merger or acquisition.

18.5 Independent Contractor

RSG is an independent contractor, not an employee, agent, or partner of Client.

18.6 Notices

All notices must be in writing and sent to:

• Email addresses on file
• Addresses specified in service agreements

Notices are effective upon receipt or 3 days after mailing.

18.7 Survival

Provisions regarding confidentiality, intellectual property, limitation of liability, indemnification, and dispute resolution survive termination.

19. Acceptance

By engaging RSG's services, you acknowledge that you have read, understood, and agree to be bound by these Terms & Conditions.