Sellflows Recovery Services Agreement

Version November 10 2026

This Agreement governs the recovery services purchased by the person or business identified in the checkout or signed acceptance record (Customer) from Bob Allan dba Sellflows, also operating as Sellflows AI & Automation (Sellflows). Sellflows can be contacted at info@sellflows.com or 7670 Opportunity Rd., #255, San Diego, CA 92111.

The selected service, industry, price, contact allowance, booking fee, additional-contact rate, service dates and any spending limit must be disclosed in the checkout or a written service confirmation accepted by Customer (Service Selection). This Agreement supplies the service terms; it is not an order form. A calculator result, inquiry or booking request alone is not a purchase or authorization to charge Customer.

1 Services and scope

Website Lead Recovery identifies eligible website visitors through third-party matching and available signals. Managed Recovery includes the agreed outreach, qualification, appointment booking and reporting. Self-Managed supplies identified contacts; Customer handles its own outreach, qualification and booking. List Reactivation works an agreed list supplied or authorized by Customer. Each service is separate unless the Service Selection expressly combines them.

Identification, contact delivery and appointment booking are different outcomes. An identified contact is not automatically a qualified sales lead, a new customer, an accurate individual match or permission to communicate through every channel. Available data and processing depend on geography, devices, supplier coverage, traffic quality and agreed exclusions.

Voice AI and fresh lead-generation services require their own accepted scope and payment terms. They are not included merely because Customer purchases a recovery service.

2 Paid Website Lead Recovery Pilot

Your selected pilot, one-time price, minimum delivery commitment, identification allowance, fixed service portion and maximum shortfall refund are those disclosed at checkout or in a written quote accepted before purchase (Service Selection). The minimum delivery commitment and maximum identification allowance are different figures. The public pricing table describes current offers; later changes to that table do not change an already accepted purchase.

The pilot does not automatically renew or create an ongoing subscription. Customer must separately accept an ongoing plan and its billing terms. No additional paid processing beyond the pilot allowance is authorized unless Customer agrees to it in advance.

The traffic-collection period is agreed before launch and is typically 14–30 days, beginning when tracking and the agreed campaign are ready to operate. The pilot end date is the end of that agreed collection period, including any mutually agreed extension. Reaching the contact allowance can occur before all outreach or reporting is complete. A review around day 14 may support an earlier transition to an ongoing plan, but that transition and its billing start require Customer's agreement.

An identified contact profile is a unique identified record delivered into Customer's Sellflows CRM or connected CRM, with a name and an email address and/or phone number. Business name is optional. Each unique identified contact delivered counts toward the pilot's identification allowance and delivery commitment, whether or not that contact appears on Customer's suppression list or is excluded by agreed outreach rules. A repeat identification of the same contact is not counted again as a new identification. Managed follow-up is included for contacts not suppressed or otherwise restricted from outreach; additional touches stop when appropriate, including after a booking or opt-out. Outreach is not a condition for counting an identified contact as delivered.

Worked contacts are typically delivered 7–12 days after their website visit. Qualified appointments are delivered promptly. The final contact-delivery window may extend beyond the traffic-collection period. Records are made available to Customer at the agreed stage; identification in Sellflows' working system alone is not final delivery to Customer.

Traffic estimates and exclusions supplied during onboarding inform the agreed scope. The public pilot commitment is not reduced retroactively because actual usable traffic is lower than expected. A smaller custom commitment, different fee allocation or extension must be expressly agreed; custom pilot terms must be accepted before purchase.

3 Pilot delivery shortfall protection

If unique identified contact profiles delivered fall below the agreed pilot minimum, the shortfall amount is $1 per missing identified contact profile. Client-suppressed contacts that have been identified and delivered count toward that minimum. A reduction in contacts worked solely because of suppression does not create an identification-delivery shortfall. The maximum shortfall amount and fixed service portion are those disclosed in the accepted Service Selection.

The shortfall amount first offsets additional performance fees generated during that pilot. Any remaining balance is refunded in the next billing cycle, no later than 30 days after the pilot end date defined in Section 2. This applies even if Customer does not continue monthly service. Reconciliation after the final delivery window does not extend that deadline.

The fixed service portions cover setup and management and are outside this particular delivery-shortfall remedy. Other expressly agreed refund rights and rights required by law remain unaffected. This protection is not an unconditional refund of the full pilot purchase price. It is not cancelled merely because one or more appointments were generated; additional booking fees are reconciled through the offset described above.

No general non-refund, performance disclaimer or liability provision overrides this expressly agreed shortfall protection. Early termination or a proposed change to the campaign should be documented promptly; it does not silently erase accrued delivery or refund obligations.

4 Booking qualification and performance fees

The first qualified booked appointment during a paid Website Lead Recovery Pilot is included if generated; booking fees start with booking #2. Ongoing Managed Recovery and List Reactivation booking fees start with booking #1. A direct sale or separately agreed qualified call is not automatically a free pilot booking. Self-Managed has no recovery performance fee.

Before launch, the parties must agree the industry, booking rate, service area, requested service, minimum qualification requirements, attribution rules, duplicate window, exclusion rules and treatment of cancellations, rescheduling and no-shows. Those terms may be set out in an accepted service confirmation; unresolved material fee terms must be settled before performance-fee activity begins. A blank booking-fee field or example rate is not an agreed price.

A qualified booking must be attributable to Sellflows' agreed campaign, contain valid contact information, meet the agreed service and geographic requirements, and reserve an available appointment. Spam, invalid contact data, out-of-area prospects, services Customer does not offer, duplicates and excluded active opportunities are not billable qualified bookings. The parties must expressly agree if and how returning customers or reactivated existing leads are eligible and billable; an existing CRM record alone does not establish exclusion or a chargeable result.

A qualifying outcome is a qualified booking or a verified closed sale from an eligible prospect. A direct sale can qualify without a booked appointment when Sellflows documented campaign outreach to the matched prospect before the sale, the sale closed within the agreed attribution window, and the parties can verify the outcome through a CRM record, order record or customer confirmation. Apply the agreed exclusions, including active opportunities already being worked before outreach. The same outcome rules apply with or without CRM access. Where CRM access is unavailable, the parties may reconcile matched records through customer reporting or confirmation. Unverified outcomes are not billed. A booking and resulting sale for the same recovered opportunity count once, including when the booking used the pilot inclusion. A reply, unqualified call or quote request alone is not billable. Qualified calls are billable only under the separately accepted call terms below.

Qualified inbound calls and other conversion paths

A qualified inbound call may be a billable recovery outcome only if Customer accepts that outcome type, its rate and qualification criteria in writing before activation. The call must be attributable to the agreed recovery campaign through tracking, contain verifiable contact information, and meet the agreed service, geographic and qualification requirements. Qualification must be supported by a permitted recording, transcript or equivalent verifiable record. A ring, missed call or voicemail alone does not establish qualification. A call may qualify even if Customer does not answer a transfer, provided the agreed qualification requirements have already been verified.

Call routing, tracking and Voice AI qualification require a separately accepted setup and scope. Standalone flat-tier Voice AI service does not automatically create per-call or per-booking performance fees. Selecting a desired conversion path during onboarding does not authorize a new fee.

For each recovered opportunity, Sellflows will not stack full call, booking and direct-sale fees. Any previously billed call fee is credited against a later booking or direct-sale fee for the same opportunity; only a positive difference to the applicable accepted fee may be charged. A booking already billed, or included as the pilot's first free booking, does not generate a second direct-sale fee. A qualifying direct sale without a prior booking uses the accepted booking fee unless a different fee was expressly accepted.

Quote-request charges, online-purchase commissions, any attribution window, and any different conversion-based pricing require express written acceptance before the relevant activity. Without that acceptance, a quote request or online purchase does not authorize an additional commission or a separate quote-request fee. Verified direct sales remain subject to the direct-sale rule above. A CRM match or outreach timestamp alone does not prove attribution; the record must support the agreed campaign attribution and exclusions.

Sellflows works to improve attendance through agreed confirmations and reminders. Attendance, sales and Customer's closing performance are not guaranteed. Qualification at booking, later attendance and any replacement or credit policy are separate matters governed by the accepted booking criteria.

Sellflows will provide a reconciliation identifying billable outcomes and applicable rates. Customer may raise a good-faith dispute at info@sellflows.com with the record, date and reason. The parties will review available evidence and correct errors. Any specific dispute period or replacement policy must be disclosed and accepted before launch; this Agreement does not invent a deadline that extinguishes Customer's statutory rights.

5 Ongoing plans and additional contacts

The ongoing plan's monthly price, included contact allowance and additional-contact rate are the amounts expressly shown in the accepted Service Selection. The monthly allowance is processing capacity, not a guarantee that Customer's traffic will produce that volume. Pilot shortfall protection does not automatically apply to an ongoing plan.

Identification pauses when the funded identification allowance is exhausted. Additional identification requires Customer's explicit approval and prepayment for an additional contact block or an accepted plan upgrade. Sellflows is not required to advance supplier costs. A request to be contacted about more capacity, an onboarding selection, a calculator recommendation, silence or a website price change does not authorize a charge or change an existing subscription.

Later approval may be given through an explicit purchase or approval form submission, a signed service confirmation, or written email approval identifying the offered additional quantity or plan, price, applicable rates and service period. Sellflows records the accepted offer and approval date. Payment must be received before additional supplier capacity is funded or identification resumes. Automatic identification top-ups and automatic charges for additional contacts are not authorized under this Agreement. Existing accepted subscription renewals and separately authorized performance-fee collection are unaffected.

During onboarding, Customer may select “Pause identification” or “Contact me to add more or upgrade.” Either selection retains the pause when funded capacity runs out. Where more capacity is requested, Sellflows may recommend the best-value plan upgrade or additional contact block; Customer still approves and prepays before activation. A pilot does not convert automatically to a subscription.

Allowances apply to the stated monthly service period. Any rollover, proration or mid-cycle adjustment must be stated in the Service Selection; it should not be assumed from silence. Unique identified contacts delivered count toward identification usage before client suppression is applied. Suppressed contacts count within the included allowance or, only where authorized, at the accepted additional-contact rate. Suppression does not cause an extra identification charge on top of the included allowance. Repeat identification of the same contact is not new usage. Any other record-quality or partial-processing exceptions must be expressly agreed before launch.

List Reactivation has performance fees only, with no setup or monthly processing fee unless Customer expressly accepts a different scope. It models a campaign across the supplied list, which may have accumulated over time. Its results are not assumed to recur monthly. Website and list estimates may overlap and must not be added together as unique contacts or customers without deduplication.

6 CRM delivery and optional integration

Sellflows CRM access for the agreed recovery service is included. Customer's available access and functions are limited to the agreed service. Additional sending, usage, support or functionality requires disclosure and agreement before charges are incurred. Customer is responsible for the conduct of its authorized users.

Standard CRM integration is an optional one-time setup at the price disclosed in the accepted Service Selection for a supported CRM, subject to API access and compatibility confirmed before the integration is charged or launched. Standard scope covers authentication and agreed field mapping, targeted inbound suppression checks using email and/or phone and agreed exclusion indicators, outbound creation or update of delivered contacts and agreed results, and testing. It is not a promise to mirror Customer's entire CRM or configure unrelated automations.

Custom objects, unusual validation requirements, complex routing, unsupported systems or expanded synchronization require a separate quote and acceptance. Customer is responsible for its CRM subscription, required API entitlements and access approvals. Each party will use only the access reasonably needed for the agreed connection. Sellflows will not require shared administrator credentials where an appropriately restricted connection is available.

Without the optional connection, delivery defaults to Sellflows CRM. Delivery to a private Google Sheet or another agreed destination may be included only when expressly selected and configured. External-system availability and provider changes can affect delivery; Sellflows will communicate material failures and cooperate on an agreed alternative.

7 Suppression and campaign coordination

Customer pays for all unique identified contacts delivered, whether or not they are on Customer's supplied suppression list. Identification and outreach are separate services: suppression prevents or stops outreach only. It does not prevent identification, reverse identification usage, remove a delivered contact from the paid allowance, or by itself entitle Customer to a fee reduction, replacement contact or refund. Fixed pilot or subscription fees cover the stated identification allowance; additional identification uses the separately accepted prepaid quantity and rate. The express identification-delivery shortfall remedy remains applicable when total delivered identifications fall below the agreed minimum. Suppression does not mean deleting the original CRM record. Before launch, Customer identifies applicable opt-outs, do-not-contact records, booked appointments, active opportunities and any recent inquiries already receiving Customer's follow-up. Older leads and past customers may remain eligible when the parties agree and the outreach is permitted.

Matching will ordinarily use exact email and/or appropriately normalized phone/mobile numbers. Full name and business name may support review but are not sufficient alone to establish a reliable person-level match. Conflicting identifiers, shared numbers and ambiguous matches may require review rather than automatic merging or outreach.

With standard integration, checks read the agreed CRM records and exclusion indicators at the agreed frequency. Without integration, Customer supplies an initial CSV or maintains an agreed private suppression Sheet and provides current updates. A spreadsheet is not automatically current unless Customer or its chosen automation updates it. Customer must identify the owner and refresh frequency during onboarding. Sellflows is not undertaking routine manual exports from Customer's CRM unless expressly included.

Any automated Sheet checks or delivery must be configured and tested before being relied on. If required suppression information becomes unavailable or materially stale under the agreed refresh rules, Sellflows will pause affected outreach and notify Customer rather than treat a failed check as an empty list. Any change to pilot dates or commitments must be mutually documented; a technical failure does not automatically reduce the delivery commitment.

Sellflows will apply opt-outs received through its managed campaigns to further campaign outreach. Customer must promptly provide relevant changes received elsewhere. The supplier charges Sellflows for unique identified contacts regardless of Customer's suppression list. Customer's identification usage is therefore counted before outreach suppression, not by the number of contacts ultimately contacted or booked.

8 Data permissions and responsible outreach

Customer confirms that it is authorized to supply its campaign and suppression data and to direct the agreed uses. Both parties must comply with the laws applicable to their own activities, including privacy, email, telemarketing, messaging and recording requirements. Hiring another party does not remove either party's own legal responsibilities.

An identified visitor, purchased record, past purchase, calculator submission or inquiry does not by itself establish consent for SMS, automated voice or other permission-dependent outreach. Those channels may be used only when the required permission or other lawful basis for the particular use is in place and documented. Applicable opt-outs remain respected.

Customer is responsible for approving its offers, qualification criteria, website notices and campaign directions. Sellflows is responsible for operating its managed activities within the accepted scope and applicable requirements. Each party will promptly notify the other of a material campaign or privacy issue affecting the service.

Data may not be used for unlawful discrimination, harassment, deception, unauthorized resale, or eligibility decisions involving credit, employment, housing, insurance or another restricted purpose. Supplier licensing restrictions disclosed before acceptance also apply; a supplier change does not authorize undisclosed new fees or materially different uses.

9 Data access confidentiality and retention

Each party will protect the other's non-public business information and use it only for the agreed service, administration, dispute resolution and legal obligations. Sellflows may use appropriately authorized providers for hosting, identity/enrichment, CRM, communications, workflows and payment processing. Access must be limited to the role and service involved.

Customer retains its rights in the data and content it supplies. Identified and sourced records are provided for Customer's agreed permitted business use, subject to applicable third-party rights and disclosed licensing restrictions. No ownership of a third party's personal information is transferred. This Agreement does not authorize selling or sharing personal information contrary to applicable law.

The parties' privacy roles depend on the actual service and data flow. Where applicable, they will put required processing or other data-protection terms in place before the relevant activity begins. This Agreement does not deem every activity exempt from privacy requirements or every provider a service provider for every use.

At service end, the parties will arrange reasonable return or export of Customer's available campaign records and any agreed deletion, subject to applicable licensing, retention and legal requirements. Customer should request needed exports before account access ends. Sellflows may retain required billing records, dispute evidence, security records and minimal suppression information needed to respect opt-outs. Other data will be deleted or de-identified when no longer reasonably needed, subject to applicable backup and legal-hold processes. A fixed retention period is not promised unless separately agreed.

Privacy requests received by the wrong party should be routed promptly to the responsible business, with reasonable assistance from the other party. Contact Sellflows at info@sellflows.com. Neither party may use a privacy request to infer marketing consent.

10 Billing renewal and cancellation

Pilot and integration charges are one-time amounts. Any later monthly plan requires separate affirmative acceptance. For an accepted ongoing subscription, the Service Selection must state the monthly amount, first billing date and renewal frequency. Unless otherwise accepted, subscriptions renew monthly on that date or the closest available day in a shorter month.

Customer may request cancellation by emailing info@sellflows.com or using an available billing cancellation facility. Unless different accepted terms or applicable law require otherwise, notice received at least two business days before renewal prevents the next renewal charge. Cancellation does not create an automatic refund for a completed or already-started service period, except for agreed remedies or rights required by law.

Booking fees are reconciled monthly unless a different schedule is accepted. Additional identification is prepaid before capacity is added; it is not an automatic post-delivery overage charge. Invoices are due within 15 days unless otherwise agreed. Automatic card collection requires the applicable payment authorization; acceptance of this Agreement is not a substitute for missing authorization or undisclosed fee terms. Any late charge is limited to the amount expressly agreed and permitted by law. Applicable taxes and pass-through costs must be disclosed as required.

Sellflows may pause service for non-payment, security risk, unlawful activity or missing prerequisites, with notice and a reasonable opportunity to address a remediable issue where practicable. Suspension does not erase accrued pilot refund rights, valid fee disputes or applicable statutory rights. Except for the pilot shortfall remedy, other expressly agreed refunds or refunds required by law, fees are non-refundable.

11 Results and third party dependencies

Sellflows does not guarantee appointments, attendance, sales, conversion rates, profit, ROI or identification of every visitor. Express pilot contact-delivery commitments and remedies remain effective. A refund policy is not evidence supporting a performance claim.

Calculators and scenarios are planning estimates based on entered values and stated assumptions. They are not a promise of measured results. Supplier resolution percentages, traffic estimates and inferred identity attributes may differ from actual campaign results. Sellflows will not represent an unverified supplier claim as its own measured performance.

Services depend on third-party platforms, data providers and communications infrastructure and are not guaranteed to be uninterrupted. Sellflows will use reasonable care in operating the agreed service and communicating material disruptions. No uptime or availability service level is promised unless separately accepted. These services are not an emergency communications system.

12 Responsibility liability and disputes

Each party is responsible for its own conduct and breach. Customer will indemnify Sellflows against third-party claims arising from Customer's unauthorized data, unlawful directions, or infringement in Customer-supplied content, to the extent caused by Customer, and not to the extent caused by Sellflows' own breach or unlawful conduct. The parties will provide prompt notice and reasonable cooperation regarding such claims; no settlement may impose an admission or non-monetary obligation on the other without consent.

To the extent permitted by law, neither party is liable for indirect, special or consequential losses, including lost profits. Sellflows' aggregate liability for ordinary claims is limited to the greater of $200 or fees paid to Sellflows for the affected services in the preceding three months. These limits do not reduce expressly agreed pilot shortfall amounts, amounts otherwise owed, or liability that cannot lawfully be limited. They do not excuse fraud, willful misconduct or gross negligence to the extent such exclusions cannot be enforced under applicable law.

California law governs, excluding conflict-of-law rules and subject to mandatory applicable rights. The parties will first attempt to resolve disputes in good faith. Subject to applicable law, unresolved disputes will be determined by binding arbitration in California through AAA or JAMS under the applicable commercial rules, with the provider selected by agreement. If no agreement is reached on the provider, the parties may seek a determination from a court with jurisdiction rather than one party unilaterally selecting it. Either party may bring an eligible small-claims action or seek temporary court relief to protect confidential information or intellectual property. No provision waives a right that cannot lawfully be waived.

13 Acceptance and changes

This November 3, 2026 version applies to new acceptances of this version. Previously accepted commitments remain governed by the version and service terms accepted at that time unless both parties agree to an amendment. Customer accepts this Agreement through an affirmative checkout acceptance associated with the disclosed Service Selection, an electronic signature, or another signed written acceptance. Merely visiting the website, viewing results, or leaving a checkbox unchecked is not acceptance. The accepting person represents that they have authority to act for Customer.

The acceptance record should identify Customer, this Agreement's version, the selected service and disclosed fees, the date and time of acceptance, and the related transaction or service confirmation. Where an IP address is recorded, it must reflect the actual available source; a payment event alone is not represented as a separate record of a checkbox action. Customer may request a copy of the accepted terms and selection.

This Agreement, the accepted Service Selection and any signed amendment comprise the service agreement. A specifically negotiated signed amendment controls over conflicting general terms; accepted service-specific terms control over this Agreement where expressly stated. A general website disclaimer does not override an express pilot commitment or statutory privacy right. Earlier accepted Voice AI or other service agreements remain applicable to those separate services.

Material changes to prices, commitments, scope or billing require Customer's acceptance and do not apply retroactively merely because website text changes. Neither party may transfer this Agreement without consent, except in a bona fide business succession with notice and subject to applicable law; a transfer does not erase accrued obligations. If a provision is unenforceable, the remainder remains effective to the extent permitted by law.

Questions or notices may be sent to info@sellflows.com. Customer's notice address is the current business contact supplied in its acceptance or account record.