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

Initial Set Up Fee and Monthly Subscription

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

To ensure full transparency, this section outlines all usage-based fees associated with the Keep It Simple OS (KIS OS) Premium CRM with A.I. Marketing Tools. These fees are billed based on actual usage and are in addition to any monthly or annual subscription charges.

Usage fees include messaging, email delivery, calling, A.I. features, and other workflow-based actions. All usage charges are calculated and billed directly inside your KIS OS billing portal.

5.1 Usage Fee Breakdown

Text Messages (SMS/MMS)

• $0.0166 per text segment

• Approximately 600 text segments per $10

Emails

• $0.0014 per email

• Approximately 7,145 emails per $10

Inbound Calls (Receiving)

• $0.017 per minute

• Approximately 590 minutes per $10

Outbound Calls (Making)

• $0.028 per minute

• Approximately 355 minutes per $10

Premium Triggers & Premium Actions

• $0.02 per premium action

• Approximately 500 premium actions per $10

Email Verification

• $0.005 per verification

• Approximately 2,000 verifications per $10

Conversational A.I. (Chat)

• $0.04 per message

• Approximately 250 messages per $10

Content A.I.

• $0.18 per 1,000 words

• Approximately 55,555 words per $10

• First 500 words free

Workflow A.I.

• $0.06 per Workflow A.I. action

• Approximately 165 Workflow A.I. uses per $10

Conversational A.I. (2nd tier model)

• $0.02 per message

• Approximately 500 messages per $10

Review A.I.

• $0.02 per A.I. review response

• Approximately 500 responses per $10

Funnel A.I.

• $1.98 per Funnel A.I. output

• Approximately 5 outputs per $10

External A.I. Model Usage

• Input tokens: $1.20 per 750,000

• Output tokens: $4.80 per 750,000

WhatsApp Messaging

• $0.148 per WhatsApp message

• Approximately 70 messages per $10

Agent Studio

• $0.50 per 750,000 words processed

Command Center A.I. (Advanced Engine)

• Powered via a direct OpenAI API connection

• Billing is handled directly through your OpenAI account

• KIS OS onboarding team will assist with setup

5.2 Typical Monthly Usage Costs

Usage fees vary by business size and marketing volume.
However, across all KIS OS users, the average spend ranges:

Most users spend between $50–$100 per month in usage fees.

High-volume users (large audiences, heavy Automations, or daily texting) may be higher, while low-volume users may spend less.

5.3 Billing & Transparency

• All usage charges are itemized inside the KIS OS Billing Portal.

• Charges are billed automatically based on your activity.

• You may adjust settings, volume, and automation frequency at any time to control usage.

• Usage fees are non-refundable.

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 are essential to achieving launch milestones on schedule.

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.

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.

15. GoHighLevel Sub-Account Transfers

Keep It Simple (“KIS”) will make reasonable efforts to work with your current agency to request the transfer of any existing GoHighLevel Sub-Account into our agency. However, the final decision to approve or deny such a transfer rests solely with the current agency. Some agencies permit transfers, while others do not.

KIS assumes no responsibility for the outcome of this request and will not issue refunds in the event that the current agency declines or refuses to release the Sub-Account.

In cases where a transfer is not approved, KIS will create a new Sub-Account under our agency, configure all required systems, and execute a “soft roll-over” of your operations into the new environment. This includes assisting with the export of contact and essential data from the previous account (where permissible) and importing it into the new system.

For larger organizations, this process often results in improved performance, organization, and overall system reliability.

16. Fee Adjustments and Updates

To continue providing a high-quality, secure, and actively maintained platform, certain usage fees and service rates may be adjusted from time to time. Any adjustments will be based on factors such as changes in third-party provider costs, infrastructure expenses, new feature releases, system enhancements, or industry-wide pricing shifts.

KIS OS will make every reasonable effort to ensure that all pricing changes remain fair, transparent, and aligned with the value delivered. Updated usage fees will always be reflected within your KIS OS billing portal or provided through standard update notifications. Continued use of the platform after such updates constitutes acceptance of the revised fees.

KIS OS does not make pricing changes lightly, and typical adjustments—when they occur—are modest and tied directly to software, carrier, or A.I. model costs. Most users should expect normal usage fees to remain in a similar spending range unless their own usage volume changes.

17. Command Center A.I. – Requirements, Usage, and Liability

The Keep It Simple OS Command Center utilizes advanced A.I. models through direct integration with OpenAI. To access these features, each client must maintain their own OpenAI account and active API key.

17.1 OpenAI API Requirement

Clients must create and maintain an OpenAI API account to enable the Command Center A.I. tools. All A.I. usage is billed directly by OpenAI according to their pricing schedule. Current OpenAI usage rates can be reviewed at:
https://openai.com/pricing

KIS OS does not mark up, resell, or control OpenAI fees.

17.2 Responsibility for A.I. Outputs

All A.I. interactions, responses, content, recommendations, messages, and outputs generated within the Command Center are provided strictly on a best-efforts basis. A.I. systems may generate inaccurate, incomplete, outdated, or unintended responses.

KIS OS is not responsible or liable for:

• What the A.I. may say or output to clients, leads, or users

• Decisions made based on A.I.-generated content

• Any incorrect, inappropriate, misleading, or unexpected information produced by A.I.

• Drafts, suggestions, or automated engagements created by the system

It is the client’s responsibility to monitor, review, and approve all A.I.-generated content, communications, or recommendations before use.

17.3 No Medical, Legal, or Professional Advice

KIS OS, its A.I. tools, and its features do not provide medical, legal, financial, psychological, or licensed professional advice of any kind.
All information generated by the system should be considered general guidance only and must not be treated as:

• Medical diagnoses

• Treatment plans

• Supplement, prescription, or medication guidance

• Nutritional prescriptions

• Mental health advice

• Legal or financial direction

• Safety instructions

• Emergency or crisis advice

Clients are solely responsible for ensuring that their own business practices remain compliant under applicable laws, regulations, and licensing requirements.

17.4 No Liability for Injury, Damages, or Client Outcomes

KIS OS shall not be held liable for:

• Client injury, illness, or adverse events

• Results from fitness protocols, coaching, suggestions, or automated instructions

• Damages arising from A.I. errors, misinterpretations, or communication issues

• Misuse of A.I. messaging, workflows, or triggers

• Any business, revenue, or reputational impacts caused by A.I. outputs

Coaches, business owners, and users are solely responsible for ensuring that all coaching, training guidance, medical-related statements, and client interactions comply with their own scope of practice, certifications, and legal obligations.

17.5 Best Efforts & System Availability

All A.I. features, automations, and integrations in the Command Center operate on a best-efforts basis. Availability, uptime, performance, and response accuracy may vary based on third-party providers such as OpenAI, Twilio, Google, Meta, or others.
KIS OS is not liable for outages, rate limits, downtime, or changes beyond our control.