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

KIS OS | Full Setup and Buildout

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:  https://kisos.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. Usage Fees

Here are the usage 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. KIS OS Scope of Work

• CRM + Infrastructure Setup
  

  • CRM profile and automations

  • A2P compliance for SMS

  • Funnel tagging, segmentation, and onboarding workflows

  • Google Tag Manager and Facebook Pixel installation

• Website + Funnel Pages (inside KIS OS)
  

  • Website
    

    • Home page

    • Terms & Conditions page

    • Privacy Policy page

    • About Us page

    • Support page

    • Consult Booking page

    • Blog

  • Offer Funnels (up to 3) 
    

    • Sales page

    • Agreement page

    • Workout Builder page

    • App Overview page (optional)

    • Onboarding Schedule page (optional)

    • Weekly Call Info page (optional)

    • Thank You page

  • Hiring Funnel

  • Podcast Guest/Speaker Booking Funnel

  • Apparel store

• Promotional Video Creation
  

  • B-Roll clips

  • Video Sales Letter (VSL)

  • Offer Welcome video (up to 3)

  • Thank You video (up to 3)

  • Testimonial videos

• Trainerize Setup
  

  • Create (or transfer existing) Trainerize account | Studio 500 level

  • Set up Custom Branded App

    • Create app assets (app icon, logo, splash page, color palette)

  • Set up custom menu links inside the Trainerize Client Branded App for:

    • Courses (hosted in KIS OS)

    • Support (contact, ticket submission, or help center)

  • Connect Master Programs & workout builder (82+ templates)

  • Smart Meal Planner with 4-level nutrition model

  • Habit tracking with progress logic

     

9. Timeline

Detailed Timeline Breakdown (8 Weeks + Post-Launch Support)

• Week 1: Foundation 
  

  • Onboarding call 

  • Initial CRM and GHL environment setup

  • Apple Developer Account review and provisioning

  • User to provide:

    • KIS OS Build forms (4)

    • Website assets

    • Logo

    • Professional images

    • Video raw files

    • VSL

    • Welcome video(s)

    • Thank you video(s)

    • Testimonials

    • B-roll

   

• Weeks 2 - 3: Website, Video Creation, Trainerize CBA
  

  • Build website

  • Build Offer Funnels

  • Initiate Trainerize CBA

  • Edit all videos

• Weeks 4 - 5: Website, Video, and Trainerize App Asset Review
  

  • Provide Website, videos, and TZ app assets for approval

  • Change requests submitted by client

• Weeks 6 - 7: Testing and Quality Control
  

  • Testing of all systems and flows

  • Quality control check for website and systems

   

• Weeks 8: Launch
  

  • Launch call to go over all systems

   

• Post-Launch Support (Ongoing)
  

  • Weekly Tech & Operations Call (Tuesday & Thursday at 1 pm EST)

  • Support Requests submitted via support tickets

  • Job requests for new or additional asset creation outside initial scope of work

What Could Delay This Timeline

To ensure successful implementation within the timeline above, the following delays may occur if required materials or responses are not received in a timely manner:

• Lack of feedback on design approvals, branding, or funnel structure

• Delayed submission required forms, videos, pictures, etc.

• Failure to provide timely access to accounts (Apple Dev, Trainerize, GHL, etc.)

• Extended feedback loops

• Timely communication and prompt approvals

10. Additional Scope of Work

• Services and Deliverables Included in the Initial Scope of Work

  This section outlines everything that is covered by this agreement and will be provided as part of the initial project.
  

• Services and Deliverables Excluded from the Initial Scope of Work

  This section lists any items that are specifically not included in this agreement and will not be provided as part of the initial project.
  

• Additional Services Requiring a Separate Quote

  This section identifies any work or services that are not included in the initial agreement and will require a separate quote and approval before proceeding.

11. 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.

12. 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.

13. 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].

14. 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.