AMPD PLATFORM SUBSCRIPTION AGREEMENT
Dovetail MKTG LLC d/b/a Ampd | ampdworks.com

PARTIES
This Subscription Agreement ("Agreement") is entered into between Dovetail MKTG LLC d/b/a Ampd ("Ampd," "we," "us," or "our"), a relabeled version of the HighLevel (also known as Go High Level) CRM platform, and the individual or entity completing this agreement ("Client," "you," or "your") as of the date of electronic signature below. By activating or continuing a subscription, Client agrees to all terms below.

SUBSCRIPTION PLAN & PRICING

Client is subscribing to the following plan:

Plan: [PACKAGE NAME]
Monthly Subscription Fee: [PACKAGE PRICE] per month (covers 1–3 users)
Additional Users: $50.00 per user per month beyond the initial 3 users
One-Time Setup Fee: [SETUP FEE AMOUNT]
Trial Period: 7 days from the date of initial subscription

All fees are billed in USD. The one-time setup fee is charged at the time of purchase. The monthly subscription fee will begin automatically on day 8 of the trial period via the payment method on file unless the subscription is cancelled prior to or at the beginning of the Kickoff Call as outlined in the “Trial Period & Cancellation” section.

INCLUDED FEATURES & PLATFORM ACCESS

The [PACKAGE NAME] plan includes access to the Ampd platform and the following core features:

• Contact management and CRM database

• Pipeline management

• Communication tools including email, SMS, and phone/calling features

• Calendar and appointment scheduling

• Pre-built included workflows (Client may not create, edit, or modify workflows or campaigns – see “Workflow, Campaign & Feature Access”)

• Reporting and analytics dashboards

• All standard features available within the configured SaaS platform, excluding paid add-ons

Lenderbase Tool (included with all plans):

Client will receive access to Lenderbase, a secondary tool accessible from within the CRM platform. Lenderbase allows users to input investment property loan request parameters and receive matched lender results. While Ampd aims to maintain accurate and current information within this tool, Ampd makes no guarantee of the accuracy, completeness, availability, or continued participation of any lender listed. Lender details, rates, and program availability can change frequently and without notice. Client is solely responsible for independently verifying all lender information before relying on or acting upon any results provided by Lenderbase. Ampd assumes no liability for decisions made based on Lenderbase results.

(Core Plan only) Client will additionally receive access to the integrated Loan Origination System (LOS) connected within the platform.

WORKFLOW, CAMPAIGN & FEATURE ACCESS

To protect the integrity and functionality of the platform and prevent accidental disruption of key features, Client does not have the ability to create, edit, or modify workflows or campaigns under this subscription plan. Pre-built workflows configured by Ampd are included and will function as designed.

Client acknowledges that this restriction applies to both plans and that unlocking workflow and campaign creation capabilities is available as an upgrade option. Ampd is not responsible for disruptions caused by any unauthorized or unsupported modification attempts.

TRIAL PERIOD & CANCELLATION

Client receives a 7-day free trial beginning on the date of initial subscription. During this period no monthly subscription fee will be charged.

• Client may cancel at any time before or at the beginning of their scheduled Kickoff Call without incurring any monthly subscription charges.

• The one-time setup fee is non-refundable once the Kickoff Call has commenced and setup has begun.

• Once the Kickoff Call begins and platform setup is underway, the subscription is confirmed and no refunds will be issued under any circumstances.

• The Kickoff Call serves as Client's final opportunity to ask questions, review the service, and confirm their commitment before setup begins; Ampd will address any outstanding questions before any setup work is initiated.

• Cancellation requests must be submitted in writing to [email protected].

• No refunds will be issued for subscription periods or usage charges already billed, including where Client forgot about the subscription, did not actively use the platform, or failed to cancel before renewal; such circumstances do not constitute billing errors or fraud.

USAGE-BASED CHARGES

In addition to the flat monthly subscription fee, Client acknowledges that certain platform features generate usage-based charges billed directly to the Client. These include but are not limited to:

• Outbound and inbound SMS/text messaging

• Outbound and inbound phone calls

• Email sends

• AI-generated content or response credits

• Any other consumption-based platform features

No messaging or usage credits are included with any subscription plan. Client is responsible for funding their usage balance and maintaining sufficient credits to use communication features. Ampd is not responsible for service interruptions resulting from insufficient usage balances.

Client is solely responsible for any activities within the platform that generate usage-based charges, regardless of whether Ampd assisted with the setup or initiation of those features. It is Client's responsibility to monitor and control use of all usage-based features.

DOMAIN USE & EMAIL DELIVERABILITY

• For optimal email deliverability and branding, Client must connect and use a custom domain within the Ampd CRM sub-account for sending emails.

• Client must either use a domain they already own or acquire one through a registrar of their choice, and configure DNS records (such as SPF, DKIM, and related records) as instructed within the CRM.

• The same domain used for email deliverability is also required for A2P/10DLC registration as described in the “A2P/10DLC Registration & SMS Compliance” section.

• Additionally, an email address using this same domain is required for A2P/10DLC registration purposes.

• At the time of this writing, Ampd only provides domain registration support with the registrar NameCheap.com.

• Client is solely responsible for the costs associated with acquiring and maintaining their domain and associated email address.

A2P/10DLC REGISTRATION & SMS COMPLIANCE

• Ampd will perform the A2P/10DLC registration process on Client's behalf as part of the included service package. The third-party fees and charges associated with A2P/10DLC registration are not included in the subscription and remain Client's sole responsibility.

• At the time of this writing, each A2P/10DLC registration attempt typically incurs a charge of approximately $25.00 per attempt, which is set and collected by third-party providers and may change at any time without notice.

• Registering for the A2P protocol – which is what allows Client to send text messages from the platform – requires the use of a domain and a domain-based email address as described in the “Domain Use & Email Deliverability” section. A2P/10DLC registration is not possible without these initial steps being completed first.

• The rules, documentation requirements, and approval criteria for A2P/10DLC registration change frequently, often without prior notice. While Ampd makes reasonable efforts to stay informed and assist, Ampd cannot guarantee that any registration will be approved on the first or any subsequent attempt.

• Ampd cannot control how long the A2P/10DLC review and approval process will take. Historically many registrations are completed within approximately one week, but actual timing may vary.

• Successful A2P/10DLC registration is required to send SMS and MMS messages from the platform; unregistered numbers may be blocked or restricted.

• Client acknowledges that certain industries, including financial services and lending, are subject to especially strict compliance rules and may require additional steps to meet carrier and regulatory standards.

• Client is responsible for ensuring their phone numbers are properly registered with accurate Caller Name (CNAM) records. Ampd cannot complete CNAM or branded caller-ID registrations on Client's behalf.

EMAIL AND CALENDAR INTEGRATION: SECURITY (NON-HIPPA)

• AMPD CRM offers optional integrations with email and calendar providers (such as Google Workspace or Microsoft 365) to synchronize communications and events into the CRM environment so that Subscriber can view and manage interactions with contacts in one place.
  
  

• These integrations generally require that Subscriber authorize AMPD CRM to access certain email and calendar data through the relevant provider’s security and authentication mechanisms (for example, OAuth‑based connections), and the scope of access will be displayed as part of the authorization process.
  
  

• The AMPD CRM Agency environment does not include HIPAA compliance, and the platform is not intended or represented as suitable for storing or transmitting protected health information or other regulated medical data; Subscriber is solely responsible for ensuring that the data it stores or transmits through AMPD CRM complies with applicable laws and its own industry requirements.
  
  

• Email and document storage features within AMPD CRM are designed for marketing and business communications and not as secure long‑term file storage; Company is not responsible for safekeeping of sensitive or regulated information stored by Subscriber.

SUPPORT SERVICES

What IS included:

• Troubleshooting and support for malfunctioning features that are not performing as intended within the scope of included features.

• Training on the usage of included platform features.

• Access to a weekly group Zoom training and support call (schedule and access details posted within the CRM dashboard).

• Email and ticketing support with responses typically within 24–48 business hours, Monday through Friday.

• Business Hours: Monday–Thursday 10:00 AM–7:00 PM EST | Friday 10:00 AM–5:00 PM EST.

What is NOT included:

• Support for platform features that are available but not included in Client's subscription plan.

• Custom workflow creation, campaign builds, or automation development beyond pre-built inclusions.

• Full-service CRM management or ongoing platform administration.

• Setup, maintenance, troubleshooting, or support for funnels or websites.

• Support for features outside the core focus areas of: contact communications (email, SMS, phone), pipeline management, and included pre-built workflows.

• Any form of support for Highlevel CRM subscriptions outside of those we offer

For features outside the scope of included support, Ampd may direct Client to available online resources and documentation as a courtesy. Direct and specific assistance for out-of-scope features will require a separate service agreement and additional fees to be quoted at the time of request.

UPGRADES & ADDITIONAL SERVICES

Client may upgrade or expand their subscription at any time. Available upgrades may include:

• Unlocking workflow and campaign creation capabilities.

• Additional user seats beyond the included 3-user limit ($50.00/user/month).

• Discounted annual subscription pricing.

• AI-powered features and tools.

• Marketing funnel buildout, additional CRM or LOS feature buildout and management services.

• Other services and add-ons as made available by Ampd.

Available upgrades and services may vary and will be communicated to Client as they become available or discontinued.. All upgrades are subject to their own pricing and terms at the time of request.

PAYMENT AUTHORIZATION & CHARGEBACKS

Client authorizes Ampd to charge the payment method provided at signup for:

• The one-time setup fee at the time of purchase.

• The monthly subscription fee beginning on day 8 of the trial period.

• Any applicable usage-based charges as described under “Usage-Based Charges.”

• Any applicable additional user seat fees.

Client agrees not to initiate a chargeback or payment dispute for charges that are consistent with the terms of this Agreement. In the event of a billing concern, Client agrees to first contact Ampd directly at [email protected] to resolve the matter in good faith before initiating any dispute with their financial institution.

Initiating a chargeback or payment dispute in violation of this Agreement may be treated as a material breach, and Ampd reserves all rights and remedies available under law and equity, which may include suspension or termination of service, recovery of chargeback amounts, fees, costs, and reasonable attorneys' fees incurred in responding to or contesting the dispute.

Ampd reserves the right to suspend or terminate platform access immediately upon initiation of a chargeback. Client acknowledges that this signed Agreement, along with purchase records, usage records, and communications, will be submitted as evidence in any chargeback dispute.

USERS & PHONE NUMBERS

• Each subscription plan specifies the maximum number of user seats included; Client must ensure active users do not exceed the seat limit of the chosen plan.

• Additional virtual phone numbers added within the platform incur extra charges based on then-current telephony provider pricing as displayed within the CRM.

• It is Client's responsibility to delete any unused phone numbers they no longer want.

• It is Client's responsibility to downgrade if needed; no refunds or pro-rated fees will be applied if Client forgets or delays downgrading.

CONSENT TO COMMUNICATIONS & RECORDING

• By signing this Agreement, Client expressly authorizes Ampd to contact Client using any telephone number, email address, or other contact information provided in connection with their account.

• Client expressly consents to receive communications by live calls, prerecorded voice calls, automated SMS/MMS messages, and emails to the extent permitted by applicable law.

• Client acknowledges that Ampd may monitor and record telephone calls, video conferences, and other electronic communications between Client and Ampd for quality assurance, training, compliance, and record-keeping purposes.

INTELLECTUAL PROPERTY

All platform configurations, pre-built workflows, templates, and materials provided by Ampd remain the intellectual property of Dovetail MKTG LLC. Client may not reproduce, resell, or distribute any Ampd-configured materials without prior written consent.

LIMITATION OF LIABILITY

Ampd's total liability to Client for any claim arising under this Agreement shall not exceed the total fees paid by Client in the 30 days preceding the claim. Ampd is not liable for indirect, incidental, or consequential damages including but not limited to lost revenue, lost data, or business interruption.

SERVICE, MAINTENANCE & UPDATES

• As with any software, technical issues may occur from time to time; Client is encouraged to report issues to Ampd at [email protected].

• Ampd will use commercially reasonable efforts to maintain the platform and resolve technical issues but does not guarantee uninterrupted or error-free operation.

• Active, paying subscribers have access to the then-current tools and features of the Ampd platform as made available by Ampd, which may change over time.

TERMINATION

Either party may terminate this Agreement with written notice. Upon termination:

• Client access to the platform will be suspended at the end of the current billing period.

• No refunds will be issued for partial months or unused subscription periods.

• Client data may be retained for up to 30 days following termination before permanent deletion; it is Client's responsibility to export any data they wish to retain before access ends; Ampd has no obligation to recover deleted data.

GOVERNING LAW & VENUE

This Agreement is governed by and construed in accordance with the laws of the State of Indiana, without giving effect to conflict-of-law principles. Any dispute arising out of or relating to this Agreement shall be brought exclusively in the state or federal courts located in or serving Johnson County, Indiana, and Client consents to the personal jurisdiction of those courts.

ENTIRE AGREEMENT & UPDATES

This Agreement constitutes the entire agreement between the parties regarding the subject matter herein and supersedes all prior discussions, representations, or agreements. Ampd may update this Agreement from time to time; updated versions may be presented within the platform or via other means, and continued use of the platform after such updates constitutes acceptance of the revised terms.

SEVERABILITY

If any provision of this Agreement is held illegal or unenforceable in a judicial proceeding, such provision shall be severed and shall be inoperative, and the remainder of this Agreement shall remain operative and binding on the parties.

ACKNOWLEDGMENT & SIGNATURE

By signing below, Client confirms they have read, understood, and agree to all terms and conditions set forth in this Agreement.

CLIENT SIGNATURE:
PRINTED NAME:
DATE:
EMAIL ADDRESS:

SUBSCRIPTION PLAN: [PACKAGE NAME]
MONTHLY RATE: [PACKAGE PRICE]/month
SETUP FEE: [SETUP FEE AMOUNT]

Dovetail MKTG LLC d/b/a Ampd | ampdworks.com | [email protected]

NOTES FOR AGREEMENT (Do not show to Client or within the agreement):

• Starter plan: $199/month | Setup: $350

• Core plan: $349/month | Setup: $500

• Replace [PACKAGE NAME], [PACKAGE PRICE], and [SETUP FEE AMOUNT] with dynamic variables from the workflow trigger.

• The LOS paragraph in “Included Features & Platform Access” should display for Core plan subscribers only.

• Have the “Trial Period & Cancellation,” “Payment Authorization & Chargebacks,” “Limitation of Liability,” and “Governing Law & Venue” sections reviewed by a licensed Indiana attorney before use to ensure compliance with Indiana law and Johnson County venue requirements.law.justia+3