1. Introduction

This agreement outlines the terms for Keep It Simple Team LLC ("K.I.S.") to provide CRM services to the Client. This includes two subscription plans, as well as additional services like customer support, two weekly group calls for assistance, and additional Virtual Assistant work available on a per quote request. Note that recurring tasks or projects are not covered.

2. Subscriptions

a. Keep It Simple CRM | Month-to-Month | DIY Setup:  

• Price: $397 per month   

• Cancellation: Requires a 30-day notice to cancel   

b. Keep It Simple Premium CRM | Full Setup and Buildout | 12-Month Agreement:   

• Price: $397 per month   

• Setup Fees: $2997   

• Contract Length: 12 months   

• After 12 months: Transitions to month-to-month   

• Early Termination Fee: $997 if canceled before the end of the 12-month term

3. Terms of Agreement

K.I.S. will provide the Client with the specified services (the "Services") starting from the Effective Date, which is the date of this signature (the "Term"). This agreement will last for 12 months unless terminated as per Section 12 or if either party gives a 30-day notice before the next billing cycle. After 12 months this agreement will renew automatically at a Month to Month Term and will require a 30 day notice to cancel. 

Cancellation Notice is required by completing the Change of Service Request here:  www.kiscrm.com/changerequest

If a payment fails and is not updated within five business days, a $100 late fee will be charged. If the payment issue is not resolved within 30 days, the remaining balance of the contract will be due immediately and may be sent to a collections agency.

4. Hold on Services and Downgrade

The Client can place a hold on services up to twice in a 12-month period. During a hold, all services will be suspended, and the contract term will be extended by the duration of the hold. A HOLD FEE of $97 per month will apply, and the Keep It Simple CRM will remain active with no access for users. Downgrading services is not permitted until the end of the contract term.

5. Fees and General Scope of Work

The general scope of work can be adjusted by K.I.S. as needed. Here are the additional fees for the Keep It Simple Premium CRM with A.I. Marketing Tools:

• Text Messages Per Segment: $0.0158 / segment ($10 gives about 635 Text Segments)

• Emails: $0.0014/ email ($10 gives about 7145 Emails)

• Receiving Calls: $0.017 / Minute ($10 gives about 590 Calls)

• Making Calls: $0.028 / Minute ($10 gives about 355 Calls)

• Premium Triggers and Actions: $0.02 / Premium Action ($10 gives about 500 Premium Actions)

• Email Verification: $0.005 / Email Verification ($10 gives about 2000 Email Verifications)

• Conversational A.I.: $0.04 per message ($10 gives about 250 Messages)

• Content AI: $0.18 / 1000 Words ($10 gives about 55555 Words, 500 initially for FREE)

• Workflow AI: $0.06 / Workflow AI ($10 gives about 165 Workflow AI)

• Conversational AI: $0.02 / Message ($10 gives about 250 Messages)

• Review AI: $0.16 / Review Response ($10 gives about 65 Review Responses)

6. A2P Compliance Fees

To comply with Application-to-Person (A2P) messaging regulations, a one-time compliance fee ranging from $15 to $45 will be applied. Additionally, there will be a monthly phone number fee ranging from $0.99 to $20, depending on the phone number and its usage. These fees are necessary to ensure compliance with telecommunications regulations and to maintain the integrity of messaging services.

7. Recharging Running Balance

K.I.S. will initially charge in $10 increments to recharge the running balance for usage in section 5. This amount may very based on phone number purchased, A2P requirements, and other factors. Transaction details can be found in the CRM by going to Setting -> Billing -> Viewing Credits and hitting the See Transaction Details. K.I.S. CRM Client can adjust the Auto Recharged and Lower Than balance at anytime.

8. Keep It Simple Premium CRM Scope of Work

Included only in the Keep It Simple Premium CRM | Full Setup and Buildout | 12-Month Agreement:

• Initial CRM Business Profile Set Up

  • A2P Compliance for text message marketing

  • Brand Board Creation

  • Product/Service Creation

• Website Build

  • Home Page

  • Group Coaching Offer/Feeder Program

    • Sales Page

    • Agreement Page

    • Workout Builder Page

    • Initial Onboarding Page

    • App Overview Page

    • Weekly Group Coaching Call Page

    • Thank You Page

  • Individual Coaching Offer

    • Sales Page

    • Agreement Page

    • Workout Builder Page

    • Initial Onboarding Page

    • App Overview Page

    • Thank You Page

  • Precision Medical Performance Affiliate Page

  • Terms of Service Page

  • Privacy Policy Page

  • Consultation Booking Page

• Promotional Video Creation

  • B-Roll

  • Video Sales Letter/Welcome Video

  • Thank You Video

  • Testimonials

• Client Fulfillment Set Up

  • Custom Branded iOS app, Android app, and Apple Watch app Set Up

  • 82 Pre-designed workouts

  • Advanced Nutrition Coaching Access

  • App Integration as needed using Zapier up to 200 events per month

  • Initial Course Buildout

• Tech and Operations Calls

  • Tuesdays at 1 pm EST

  • Thursday at 12 pm EST

9. Keep It Simple Content Writing A.I.

The Keep It Simple Content Writing A.I. service includes up to 500,000 words per month. Words do not roll over and reset every month.  Keep It Simple Team may use some of the words per month to complete buildout and any projects provided by the client.

10. Keep It Simple Ad Launcher

K.I.S. is not responsible for ad charges or the results of ad campaigns managed through the Keep It Simple Ad Launcher. K.I.S. cannot be held liable for any outcomes related to ad performance.

11. Cooperation and Communication Standards

All communications about projects and services should occur via the Onboarding, Job Request sections of the CRM, text message, or email. Communication through Facebook, Instagram, Trello, WhatsApp, or other platforms is not permitted. Clients can use support in the Keep It Simple CRM for customer service questions, training, and usage.

Both K.I.S. and the Client are expected to work together and share necessary information. K.I.S. may record all calls for training purposes. The Client must provide all required logins, logos, brand guides, onboarding forms, and content. Respectful and courteous communication is mandatory.

If a Client is disrespectful or demeaning, K.I.S. can immediately terminate the agreement. No refunds will be provided for work already paid for, and the Client must pay for any completed work.

12. Intellectual Property

Both parties agree not to share each other's confidential information without written consent. Keep It Simple will not transfer Keep It Simple CRM Sub-Accounts to another agency or provide a snapshot of the Sub-Account for any reason. However, the Client can export any contacts they want.

K.I.S. may record or photograph the Client's image, voice, or work for business purposes. If the Client does not consent, they must inform K.I.S. at [email protected].

13. Contract Term and Termination

To cancel K.I.S.'s monthly services, the Client must provide a 30-day notice before the end of the 12-month term. When canceling, a final monthly fee will be charged. If a payment is not processed, K.I.S. will halt all services until payment is made.

K.I.S. can terminate this agreement if the Client engages in dishonest practices, legal violations, harassment, or anything that harms K.I.S.'s reputation. Upon termination, the Client must cease using any K.I.S. materials or property immediately.

Either party can terminate the agreement if the other party breaks a significant promise and doesn’t fix it. Upon termination or cancellation, the Client will be charged a final monthly fee for services rendered.

K.I.S. will hold the CRM data for 30 days after cancellation before permanently deleting the data.