Terms and Conditions

Effective Date: May 20, 2025

These Terms and Conditions ("Agreement") govern your access to and use of the website, services, content, and programs (collectively, "Services") provided by Ideal Client Systems, LLC ("Company," "we," "us," or "our"). By accessing or using our Services, you agree to be bound by these terms.

1. Overview

Ideal Client Systems, LLC is a performance-based marketing agency offering done-for-you services including CRM implementation, AI automation, appointment setting, digital advertising, funnel creation, branding, consulting, coaching, and educational training programs. These terms apply to any user, customer, or client who interacts with our platforms, websites, communications, or purchased services.

2. Eligibility

By using our Services, you represent that you are at least 18 years old and legally able to enter into a binding agreement. You agree to provide accurate, current, and complete information during any registration or ordering process.

3. Use of Services

You agree to use our Services for lawful purposes only and in accordance with this Agreement. You shall not:

- Copy, modify, reverse engineer, or resell our materials, tools, or templates

- Use our systems for spamming, harassment, or unlawful communications

- Misrepresent your identity or provide false information

We reserve the right to restrict or terminate your access at any time if you violate these terms.

By providing us access to your CRM, automation platform, or similar tools, including as a subaccount under our agency platform, you confirm that you have the full authority to grant such access. You are responsible for determining what level of access is appropriate and lawful. We are not responsible for reviewing, filtering, or managing the data you provide. You retain ownership of all such data, and we act solely as a service provider on your behalf.

You also grant Ideal Client Systems, LLC the right to use any testimonial, review, comment, or similar content you submit — whether in writing, on video, through surveys, or in public forums — for marketing and promotional purposes, without compensation. You represent that you have the authority to grant this right.

4. Intellectual Property

4.1 Use of Templates, Automations, and Licensed Materials

All content, frameworks, branding, templates, funnels, automations, course content, and proprietary materials provided by Ideal Client Systems, LLC remain our intellectual property. You receive a limited, non-transferable license to use these solely for your internal business use during the term of your engagement.

You may not copy, sublicense, resell, redistribute, make derivative works from, or share these materials with third parties unless expressly authorized in writing. Any unauthorized use will be considered a material breach of this Agreement and may result in immediate termination of access, legal action, or both.

Nothing in this Agreement grants you exclusive rights to the design, structure, formatting, layout, or creative strategy of any deliverables. We may reuse similar concepts, frameworks, or layouts with other clients, unless explicitly agreed otherwise in writing.

We may use common industry phrases, frameworks, headlines, or hook structures in the course of delivering content for your brand. These elements are not delivered on an exclusive basis unless otherwise agreed in writing. You acknowledge that other clients may receive similar or adapted language, provided it is not a direct copy of your unique, brand-specific messaging.

Use of Artificial Intelligence

Some deliverables may be partially generated, enhanced, or supported by artificial intelligence (AI) tools, including content, automation, or optimization tasks. We remain responsible for quality control and final output, but do not guarantee that all content is exclusively humanauthored unless explicitly agreed upon.

Client Responsibility for Final Content

While we may provide content, copy, automation, or creative materials as part of our services, you are solely responsible for reviewing all materials for accuracy, compliance with applicable advertising and marketing laws, industry regulations, intellectual property rights, and brand guidelines before publication or use.

This includes verifying legal claims, disclosures, required notices, and any local jurisdiction requirements related to your business, audience, or marketing channel.

4.2 Platform Access and Subaccount Use

Access to the CRM and related systems is contingent on active, paid enrollment in our services. We reserve the right to suspend or revoke access at any time if payments are not made or if this Agreement is terminated for any reason.

4.3 Cancellation and Data Retention

Upon cancellation, your access to the CRM platform and related systems will remain active until the end of your paid term. After this period, your account will be deactivated and any associated data, automations, or content may be permanently deleted. You are solely responsible for exporting or backing up your data before the termination date. We do not provide data migration services unless otherwise agreed in writing. We are not liable for any data loss after access is terminated.

4.4 Online Course and Educational Content Access

Unless explicitly stated otherwise in writing, course access is non-transferable and may be revoked upon cancellation, termination, or non-payment. Sharing, duplicating, redistributing, or publicly displaying course content without express written permission is strictly prohibited.

4.5 Strategic Frameworks and Consulting Deliverables

These Frameworks are the intellectual property of Ideal Client Systems, LLC. You are granted a non-transferable, non-sublicensable license to use them for your own internal business operations only. You may not teach, repackage, resell, distribute, or use these materials on behalf of clients or third parties without our express written permission.

5. Payment Terms

All fees must be paid in full prior to service delivery unless otherwise agreed in writing.

Refund Policy

Unless explicitly stated otherwise at the time of purchase, all payments to Ideal Client Systems, LLC are final and non-refundable. This includes deposits, service fees, digital content, consulting, and coaching services.

From time to time, we may offer specific products, courses, or programs with a stated refund or satisfaction guarantee. In such cases, the terms of that refund policy will apply only to that offer and will be clearly outlined at the point of purchase.

We reserve the right to grant or deny refund requests at our sole discretion. Your statutory rights under applicable consumer laws remain unaffected.

6. No Guarantees

You acknowledge that results vary depending on numerous factors. We make no guarantees regarding leads, revenue, financial outcomes, or specific performance results. Any testimonials or case studies represent past experiences and are not promises of results. Purchasing a course, program, or consulting service does not guarantee future income or success. Nothing in our Services constitutes financial, investment, or legal advice.

7. Communications Consent

By submitting your contact information, you agree to receive promotional communications from us via email, SMS, and phone calls. These communications may include offers, updates, and information about our products and services. You may opt out at any time by following unsubscribe instructions or replying “STOP” to SMS messages.

8. Data Privacy

Your information is handled in accordance with our Privacy Policy. You understand and agree that some data may be processed or accessed by subcontractors or service providers as needed to fulfill your services. We maintain appropriate confidentiality, integrity, and security standards. By using our Services, you agree to our data handling and communication practices.

Advertising and Audience Targeting

We may use customer information that you provide or give us access to—such as names, emails, phone numbers, and general profile data—for advertising and audience targeting purposes. This may include creating lookalike audiences or remarketing campaigns on platforms such as Meta (Facebook), Google, or other ad networks.

You are responsible for ensuring that you have the proper consent from your end users or customers before providing their data for use in advertising or targeting campaigns. We do not guarantee the performance of any advertising strategy.

9. Third-Party Tools and Subcontractors

We may use third-party platforms and subcontractors to deliver or support parts of our services. While we make reasonable efforts to ensure quality and reliability, we are not responsible for performance issues, delays, or damages caused by those third parties.

9.1 Third-Party Partners and Service Fulfillment

If we coordinate with Profitable Books, LLC on your behalf, either as a line item in your package or as a referral, you acknowledge that all work related to book writing or publishing is the responsibility of Profitable Books, LLC. We are not liable for the performance or outcome of services delivered by third-party vendors. Any disputes, edits, or deliverables related to your book shall be handled between you and the provider, unless otherwise agreed in writing.

We may refer or integrate third-party services, including but not limited to book development, publishing, or content creation, as part of your engagement. One such partner is Profitable Books, LLC, a separate business entity in which Ideal Client Systems, LLC holds a partial ownership interest.

We may choose to fulfill book-related services through Profitable Books, LLC or another thirdparty provider, at our discretion. This relationship is disclosed to ensure transparency. Regardless of the vendor selected, all fulfillment remains under the scope and responsibility of Ideal Client Systems, LLC.

10. International Use and Data Transfers

We may engage team members or service providers based in other countries to support your account. By using our Services, you consent to the transfer and processing of your information across borders in accordance with applicable privacy laws.

11. Limitation of Liability

To the maximum extent permitted by law, we disclaim all liability for any indirect, incidental, or consequential damages. Our total liability shall not exceed the amount you paid to us in the 90 days preceding the claim.

12. Indemnification

You agree to indemnify and hold Ideal Client Systems, LLC and its affiliates harmless from any claims, losses, liabilities, or legal fees arising out of your misuse of the Services, your data disclosures, or your violation of these Terms.

13. Termination

We may terminate your access to Services at any time, with or without cause. You remain responsible for fees incurred prior to termination.

14. Governing Law

This Agreement is governed by the laws of the State of Florida, without regard to conflict of laws. Any disputes shall be resolved in the courts located in Florida.

15. Updates

We may update these Terms from time to time. Continued use of the Services after updates are posted constitutes acceptance. It is your responsibility to review this page periodically.

16. Additional Legal Provisions

16.1 Confidentiality

Each party agrees to maintain the confidentiality of any proprietary or sensitive information received from the other in connection with the Services, unless required by law or previously made public by the disclosing party. Our handling of your information is further governed by our Privacy Policy.

16.2 Client Content and Public Materials

You acknowledge and agree that any materials shared with Ideal Client Systems, LLC that are publicly available or intended for public distribution — including books, landing pages, marketing content, published offers, courses, or social media — are not considered confidential information unless specifically stated otherwise in writing. We are not responsible for protecting the confidentiality of publicly available or client-approved marketing materials shared for the purpose of fulfillment, promotion, or analysis.

16.3 Confidentiality Requests and Limitations

You agree not to share any content, documents, files, or information with Ideal Client Systems, LLC that you are not comfortable having accessed for the purpose of fulfilling services, unless you have explicitly marked such information as confidential and received written acknowledgment from us confirming our agreement to protect it. We reserve the right to decline handling or receiving any content that we are unable to reasonably secure or agree to keep confidential. No information will be treated as confidential unless it is clearly marked and formally accepted by us in writing.

16.4 Independent Contractor Status

Ideal Client Systems, LLC provides services as an independent contractor. Nothing in these Terms shall be construed to create a partnership, joint venture, or employer-employee relationship.

16.5 Force Majeure

We shall not be liable for any failure or delay in performance due to events beyond our reasonable control, including but not limited to acts of God, natural disasters, labor disputes, government actions, pandemics, or technological failures.

16.6 Noncompete and No Resale

You agree not to copy, sell, redistribute, or create derivative works from our proprietary materials, including but not limited to coaching programs, templates, frameworks, or training resources. Participation in our programs does not grant a license to replicate our methods for commercial use unless expressly authorized in writing.

16.7 Supplement to Formal Agreements

These Terms and Conditions are designed to govern general access and use of our Services. In cases where a separate, signed Master Services Agreement (MSA) or Statement of Work (SOW) exists, those agreements shall take precedence in the event of a conflict.

17. Contact

If you have any questions about these Terms, contact us at:

Ideal Client Systems, LLC

Registered in the State of Florida