Terms of Service

TalkToLeads

[INSERT LEGAL ENTITY NAME], trading as TalkToLeads, and its personnel.

Client

The business that submits a setup request, accepts an invoice, or receives the Services.

Services

Implementation, TalkToLeads Care, and any related work described in an accepted Order.

Implementation

The one-time work to audit, design, configure, test, launch and hand over a Workflow.

TalkToLeads Care

The recurring monthly maintenance and support service described in section 4.

Workflow

The configured lead-response, qualification, routing, handoff and follow-up process operated for a Client.

Client Data

Data a Client provides or makes accessible to us, including account, configuration and business information.

Lead Data

Personal data relating to a Client’s own leads and customers that passes through a Workflow.

Third-Party Services

External platforms used in or alongside a Workflow — hosting, messaging, payment, CRM, analytics, automation and similar.

Order / Wise Invoice

The invoice or written scope issued by TalkToLeads that sets out the agreed work, fees and payment instructions.

Support Window

The published hours during which we respond to support requests, confirmed at onboarding.

Expansion Request

Any work beyond the agreed scope, which must be separately scoped, quoted and accepted before it begins.

Effective Date

The date these Terms first apply to the Client, being the earlier of setup-request submission, invoice acceptance, or payment.

TalkToLeads provides managed workflow design, lead response, qualification, routing, human handoff, follow-up, implementation, maintenance and related support.

• Services are delivered according to the scope agreed in the Order and confirmed during onboarding.
• The standard plan is limited to the advertised scope set out in section 4.
• Any new work beyond that scope requires an Expansion Request, and may carry separate fees and a separate timeline.
• We do not provide access to TalkToLeads’ internal employee operations platform. Clients receive the configured Workflow and the agreed reporting, not our internal tooling.

• We do not guarantee leads, appointments, sales, revenue, conversion rates, rankings, or any other business outcome.
• We do not guarantee that every message will be delivered, that every lead will respond, or that every third-party integration will remain available, approved, or unchanged.
• TalkToLeads does not provide legal, tax, financial, credit, mortgage, real-estate brokerage, insurance, or other regulated professional advice.
• Clients must engage appropriately licensed professionals for any regulated activity.
• Automation is not a substitute for human judgment, client supervision, or regulatory compliance. A Workflow handles first response, qualification, routing and reminders; your team handles advice, decisions and the sale.

Implementation includes

• Up to two approved inbound channels at launch
• One primary qualification flow
• One routing structure
• One defined follow-up sequence
• One client lead-handling structure
• Testing, handover, and launch support

TalkToLeads Care includes

• Workflow monitoring
• System maintenance
• Basic operational reporting
• Support during the published Support Window
• Limited minor template, routing and workflow changes

Excluded from both, unless separately agreed

• New integrations or additional channels
• Large workflow redesigns
• CRM migrations
• Advertising, lead generation or campaign management
• Website design or redesign
• AI voice implementation
• Live sales handling or inside-sales (ISA) services
• Legal or compliance advice
• Third-party provider charges
• Unlimited changes or unlimited support

• Wise is currently our only payment method. This website does not take card details and is not a card checkout.
• A setup request is not a binding acceptance by TalkToLeads. No contract is formed until we confirm fit and issue an invoice.
• Invoice amounts, currency and payment instructions appear on the Wise invoice.
• Unless agreed otherwise, the Client is responsible for transfer fees, bank fees, currency-conversion costs, and for quoting the correct payment reference.
• Work begins only after payment is cleared and verified, unless we have expressly agreed otherwise in writing.
• Payment confirmation may take time depending on the financial institutions involved.
• A payment instruction or invoice may expire; if it does, request a new one rather than paying against an expired reference.
• Suspected fraud, a chargeback, a payment dispute or a payment reversal may pause the Services while we investigate.

Services may be paused after notice if an invoice remains unpaid past the grace period. No partial-month refunds are given unless stated in the Refund & Dispute Policy or required by applicable law.

On cancellation

• The Workflow may be paused or disconnected — [INSERT POLICY].
• Third-party services remain subject to their own terms and billing, which are between you and that provider.
• The Client must retrieve or export any data it needs before the closure window ends.
• Return or deletion of Client Data is handled per the Data Processing Addendum and any legal retention obligations.

TalkToLeads may suspend the Services for non-payment, abuse, security risk, unlawful use, or material breach, after giving notice where it is reasonable and lawful to do so.

As a condition of using the Services, the Client agrees to:

• Provide accurate, current and complete information.
• Obtain and maintain valid permissions, consents, notices and a lawful basis to collect and contact leads.
• Obtain WhatsApp, SMS, email and telephone consent where required by applicable law or platform policy.
• Maintain opt-out and suppression compliance, and honour withdrawal of consent promptly.
• Ensure all communication content is lawful, accurate, not misleading, and approved by the Client before launch.
• Provide authorised access to the tools and accounts being connected.
• Keep their own CRM, lead sources and business systems in good standing.
• Respond to qualified lead handoffs in a timely manner.
• Maintain appropriate licensed or professional supervision for regulated activity.
• Publish their own privacy policy and any customer notices their jurisdiction requires.
• Not use Workflows for spam, harassment, discrimination, fraud, unlawful activity, or prohibited industries — see the Acceptable Use Policy.
• Notify TalkToLeads promptly of complaints, opt-out failures, incidents, or legal claims relating to a Workflow.
• Review and approve all Workflow content before launch.

• The Client is responsible for collecting, documenting and maintaining the consents and permissions required for outbound communication.
• The Client must comply with WhatsApp and Meta platform policies, SMS and carrier rules, email marketing law, telemarketing law, anti-spam law, Do Not Call requirements, and the privacy rules applicable in their location and in their recipients’ locations.
• The Client must ensure message templates and content are accurate, approved, and not misleading.
• The Client must honour opt-outs and provide correct business identity where required.
• TalkToLeads may pause a Workflow it reasonably believes violates a platform policy or applicable law, or creates material risk.

The use of the WhatsApp Business Platform, SMS, email, phone, and third-party messaging services is subject to the relevant provider’s policies and applicable law.

Workflows depend on external vendors — for example Wise, hosting and database providers, email providers, the WhatsApp Business Platform, analytics tools, CRMs, calendar tools and automation providers. Current providers are listed on the Subprocessors page.

• TalkToLeads is not responsible for third-party outages, policy changes, account suspensions, approval refusals, pricing changes, feature removals, or data loss attributable to the Client or a vendor.
• The Client agrees to the applicable third-party terms for services used in or alongside their Workflow, and is responsible for their own accounts and fees with those providers.
• Where a third party materially changes what is possible, we will inform the Client promptly and set out the available options.

• The Client retains ownership of and control over Client Data and Lead Data.
• The Client grants TalkToLeads a limited right to process that data solely to provide the Services.
• The Client represents that it has the authority and lawful basis to provide the data and to give the processing instructions it gives.
• TalkToLeads will process Client Data under documented instructions, the Data Processing Addendum, and applicable law.
• Unless the agreement expressly provides otherwise, the Client remains responsible for controller / Data Fiduciary obligations, including notices to and requests from individuals.

Each party will protect the other’s confidential business information and use it only to perform or receive the Services. This includes system details, access credentials, configuration information and pricing terms.

Confidentiality does not apply to information that is or becomes public without breach, was already known without obligation, is independently developed, or must be disclosed by law — in which case the disclosing party will give notice where lawful.

• TalkToLeads owns its pre-existing tools, templates, methodology, workflow framework, software, documentation, branding and general know-how, including improvements to them.
• The Client owns its own content, branding, Client Data, Lead Data and business information.
• While the account is active and fees are paid, the Client receives a limited, non-exclusive, non-transferable right to use the delivered Workflow configuration for its own business, subject to these Terms.

Use of the Services is subject to the Acceptable Use Policy, which is incorporated into these Terms. It prohibits, among other things, abuse, spam and unsolicited messaging, unlawful or deceptive activity, prohibited data collection, infringement, circumvention of controls, and security misuse.

• We may suspend the Services for non-payment, security risk, unlawful use, policy violation, third-party restriction, or material breach.
• The Client may terminate Care in accordance with the cancellation terms in section 6.
• On termination, Workflow operation stops, access is closed, and Client Data is returned or deleted per the DPA and any legal retention obligations.

Sections that by their nature should survive termination do so — including accrued payment obligations, confidentiality, intellectual property, disclaimers, limitations of liability, indemnities, and dispute provisions.

To the fullest extent permitted by applicable law, the Services are provided on an “as available” and “as configured” basis.

• We do not warrant uninterrupted or error-free operation.
• We do not warrant that third-party tools will remain available, approved, or unchanged.
• We do not warrant any business outcome.

Nothing in these Terms excludes or limits any right, warranty or remedy that cannot be excluded or limited under applicable law. Where applicable law implies terms that cannot be excluded, those terms apply.

Subject to the carve-outs below and to the fullest extent permitted by applicable law:

• Each party’s aggregate liability arising out of or relating to the Services is intended to be limited to the fees paid by the Client to TalkToLeads for the affected Services during [INSERT PERIOD — e.g. THE 3 OR 12 MONTHS PRECEDING THE CLAIM].
• Neither party is liable for indirect, consequential, special, punitive or incidental damages, or for lost profits, lost data, lost opportunity, lost goodwill or reputational harm.

Carve-outs

Nothing limits liability for fraud or fraudulent misrepresentation, for wilful misconduct, or for any liability that cannot lawfully be excluded or limited under applicable law — which in some jurisdictions includes death or personal injury caused by negligence.

Subject to applicable law, the Client is expected to indemnify TalkToLeads against third-party claims arising from:

• Client Data supplied to us unlawfully or without authority.
• Contacting individuals without the required consent or lawful basis.
• The content of messages the Client approved or instructed.
• The Client’s regulated activity, or activity requiring a licence the Client does not hold.
• The Client’s failure to comply with applicable law.
• The Client’s breach of third-party platform terms.
• Misuse of the Services, including breach of the Acceptable Use Policy.

Any indemnity is subject to prompt notice of the claim, reasonable cooperation, and applicable law. [INSERT WHETHER TALKTOLEADS GIVES A RECIPROCAL IP INDEMNITY, AND THE DEFENCE-CONTROL PROCEDURE].

Neither party is liable for delay or failure caused by events outside its reasonable control — including internet or infrastructure failure, hosting or platform outages, third-party provider suspension, natural disasters, epidemics, war, civil unrest, strikes, or government action. Payment obligations already accrued are not excused.

We may update these Terms as the Services, our providers, or our legal obligations change. The version number and “last updated” date at the top of this page always reflect the current text.

Where a change is material and adverse to an active Client, we will give notice to the account contact on file before it takes effect, and the Client may cancel under section 6 if they do not accept it.

Before starting any formal proceeding, both parties should attempt to resolve the matter directly. For payment and refund matters, follow the process in the Refund & Dispute Policy first.