Last updated: November 2026
Welcome to the UnlockTheROI Terms of Service. These terms outline how you purchase and utilize services from UnlockTheROI. Throughout these terms, we will refer to the customer as "You, Your, Yours" and to UnlockTheROI as "We, Us, Our."
These Terms of Service apply to any and all services in which you participate with UnlockTheROI, regardless of the method or context of delivery.
You may request modifications to the service scope, which We may accept at Our discretion. Additional fees may apply, and You will be informed before these are charged.
Services will be performed by either a representative or a subcontractor of UnlockTheROI. We reserve the right to use subcontractors or partners as necessary.
We design and build sales systems in Your tools and train Your team on them. We do not run Your outreach, send messages as You, take Your sales calls, or close Your deals. Those stay with You and Your team.
Engage in consultations and activities so the work stays on schedule. Delays caused by late input from You are not Our responsibility. Delays on Your side do not pause billing or move a charge date.
Provide all necessary data and access required to complete the project.
Follow through on the strategies and recommendations We provide. Failure to implement these strategies may result in diminished service effectiveness for which we are not liable.
You give Us user access to the tools We work in, and You may remove that access at any time. When the work ends, You remove Our access. We keep no copies of Your data after the work ends, except as the law requires.
Fees are detailed on the checkout page or payment link.
Payment terms are set at checkout, in a payment link, or in Your agreement or statement of work (SOW). We may collect Your payment method before the agreement or SOW is sent, and charges follow the terms in that document. Unless those terms say otherwise, subscriptions are billed in advance. Some services carry a minimum or prepaid term. Any such term is stated at purchase, and amounts paid for it are not refundable once it begins.
You are liable for all associated costs and fees from late payments. We may impose a late fee of up to 5% per month, or the maximum permitted by law.
We may pause services until any overdue payments are received.
You are responsible for all applicable taxes; Our fees do not include tax. You pay for the tools and subscriptions Our work runs in, directly to those vendors.
Tell Us in writing about any billing question first and give Us 10 business days to resolve it before disputing a charge with Your bank or card issuer.
You may cancel a subscription at any time with written notice to Your UnlockTheROI point of contact. No charges are made after the notice arrives, and service continues to the end of the period already paid. Amounts already paid are not refunded unless Your agreement or SOW says otherwise.
Either party may terminate the service due to the other's defined failure (e.g., late payments). A 15 business day notice is required before cancellation can be executed. Immediate termination is applicable if either party faces severe financial difficulties, such as bankruptcy.
When a service ends, the systems already built in Your accounts and tools stay Yours. Work in progress is finished, handed over, or stopped as set out in Your agreement or SOW. Access to calls, community, and materials included with a subscription ends at the close of the paid period.
Any information labeled as "confidential" or that should reasonably be considered confidential.
Both parties agree to protect each other's confidential information by restricting access to those who need it for the service.
If legally required, the disclosing party will share the other's confidential information following all applicable laws, notifying the other party if legally permissible, and making reasonable efforts to limit the disclosure to what is legally required.
Each party keeps the intellectual property it owned before the work began.
We build Your systems in Your accounts and tools, and they run on Your systems, not Ours. Once the related fees are paid, everything We build for You there is Yours, including automations, workflows, prompts, configurations, and documentation.
We keep the methods, know-how, templates, and materials We had before Your work or create for general use. Where any of them are part of a system We built for You, You have a permanent license to use them in Your business. Our courses, community content, and training materials are licensed for Your own use and may not be resold, shared, or redistributed without written permission.
We reserve the right to modify these terms at Our discretion. Continued use of Our services implies acceptance of the revised terms. Notifications of changes will be communicated via email or through a notification on our website.
We deliver the agreed work items with care and professionalism.
If something We delivered does not match the agreed scope, tell Us in writing within 14 days of delivery and We will fix it at no additional cost. For subscriptions, the 14 days run from delivery of each build or work item.
Our work is designed to improve Your sales process, but specific sales outcomes are not guaranteed. Results depend on factors outside Our control, such as market conditions, how Your buyers respond, and how Your team uses what We build.
Except as stated in these Terms or Your agreement or SOW, Our services are provided “as is” and without warranty.
Fees already paid are not refundable, including recurring fees, unless Your agreement or SOW says otherwise. Cancelling is covered in Section 4.
Our work may involve tools You already use, such as Pipedrive, HubSpot, Make, Zapier, Clay, Slack, or Gmail. Those tools are owned and run by third parties, and We do not control, maintain, secure, or guarantee them.
You are responsible for the security, configuration, and upkeep of Your accounts, website, and software. We are not responsible for issues that already exist in them or that come from third-party tools, whether before, during, or after Our work.
Your accounts, including email, LinkedIn and Your CRM, are Yours. You approve what is sent from them and are responsible for its content and for following the law and each platform’s rules. Sending limits, restrictions or suspensions on those accounts are Your risk, not a breach by Us.
You agree to defend, indemnify, and hold harmless UnlockTheROI, its affiliates, partners, officers, directors, employees, subcontractors, and agents from and against any claims, liabilities, damages, losses, and expenses, including without limitation, reasonable attorney fees and costs, arising out of or in any way connected with your access to or use of the Service, your violation of these Terms of Service, or your violation of any rights of another. This duty includes claims arising from your negligence or willful misconduct and extends to scenarios involving your misuse of our intellectual property, including specific examples such as unauthorized reproduction or distribution.
Upon becoming aware of a potential claim, you must promptly notify UnlockTheROI in writing. UnlockTheROI reserves the right to assume the exclusive defense and control of any matter subject to indemnification by you, using counsel chosen by UnlockTheROI. You must cooperate with our defense of these claims. You may not settle any matter without the prior written consent of UnlockTheROI.
To the fullest extent permitted by law, UnlockTheROI, its affiliates, officers, employees, agents, partners, and licensors shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from (i) your access to or use of or inability to access or use the service; (ii) any conduct or content of any third party on the service; (iii) any content obtained from the service; and (iv) unauthorized access, use, or alteration of your transmissions or content, whether based on warranty, contract, tort (including negligence) or any other legal theory, and whether or not we have been informed of the possibility of such damage.
Our total liability to you for all claims arising from the use of the Services, whether in contract, tort, or otherwise, will not exceed the lesser of the amount you have paid to UnlockTheROI for the service in the previous twelve months or one hundred dollars ($100), unless other statutory provisions apply.
These Terms, together with any agreement, SOW, order, or checkout page for a specific service, make up the entire agreement between You and Us. If an agreement or SOW conflicts with these Terms, the agreement or SOW controls for that service.
Rights under this agreement cannot be transferred without consent, except by UnlockTheROI during a corporate restructuring.
Our relationship is not exclusive unless explicitly agreed.
Neither party is liable for delays caused by uncontrollable events.
This agreement is governed by Utah law. The prevailing party in any legal proceedings may recover attorney's fees.
All official communications must be in writing. Written notice includes email to the addresses on file.
Failure to enforce any right does not waive that right. Changes to this agreement must be in writing.
If any part of this agreement is invalid, the remainder remains in effect.
Free downloads, templates, guides, videos, scorecards, and other free resources are for informational purposes only. They are provided as is, without warranty, and are not advice for Your specific business.
You decide how to use free resources, and You are responsible for the results. We are not liable for any loss, issue, or outcome in Your business that arises from using them.
When You request a free resource or join Our list, You agree to receive emails from Us. You can unsubscribe at any time using the link in any email.
You allow Us to name You as a client and to use Your company name, logo, and the name, photo, and likeness of the people who work with Us in Our marketing, website, social media, sales materials, and case studies. This includes quotes, testimonials, reviews, and recorded videos You provide, and the results of Our work together.
If You ask, We will share Your results without naming You or Your company.
You may withdraw this permission or ask for anonymity at any time by telling Us in writing. We will stop new uses within 30 days. Materials already printed, published, or shared before that date may stay as they are, and We will remove them from channels We control where reasonably possible.
We will not publish anything that is confidential under Section 5 without Your written approval.
No payment, royalty, or other compensation is owed for any use under this section.