Client Partnership Terms & Conditions

Services

We provide outbound lead generation and appointment-setting services, which may include development of your ICP Matrix, offer optimization, outbound infrastructure setup, campaign launch, prospect outreach, and scheduling meetings on your calendar.

Our services are provided as a business-to-business partnership and depend on timely cooperation, accurate information, and consistent participation by both parties.

Definitions

For purposes of these Terms:

• "ICP Matrix" means the ideal customer profile, qualification criteria, targeting standards, and related parameters mutually agreed by the parties for the campaign.
• "Launch Date" means the date on which the first outbound campaign is actually launched by us after the required onboarding items, access, information, and assets have been provided by you.
• "Qualified Meeting" means a meeting with a prospect who matches the mutually agreed ICP Matrix. Qualification is determined by fit against the ICP Matrix, not by whether the prospect closes, expresses immediate buying intent, advances in your pipeline, or results in revenue.

Setup Fee; No Refund During Initial 60-Day Period; Limited Refund Eligibility

The one-time setup fee covers the hard costs of building and launching your outbound foundation, including your ICP Matrix, offer optimization, and deployment of your dedicated cold email infrastructure.

The setup fee is fully non-refundable during the first 60 days after the Launch Date. You may not request, initiate, or demand a refund of the setup fee during that 60-day period, regardless of campaign performance, dissatisfaction, frustration, or any other reason.

A refund of the setup fee is available only under the limited conditions stated in this Section. If no meetings are booked within the first 60 days after the Launch Date, you may submit a refund request only after day 60 and no later than day 70 following the Launch Date. Any refund request submitted before day 60 or after day 70 will be invalid and automatically denied.

Any refund request is subject to our verification process. To qualify, we must confirm both that:

• (a) zero meetings were actually booked during the first 60 days after the Launch Date; and
• (b) your actions or omissions did not interrupt, delay, impair, or otherwise interfere with campaign performance, meeting booking, or our ability to deliver the services.

Refund eligibility is excluded if there were any client-caused interruptions, blockers, or scope changes that reasonably affected campaign performance or meeting generation. This includes, without limitation, failure to provide a calendar link, failure to correctly set up, connect, integrate, or maintain the calendar link, calendar availability issues, failure to attend scheduled meetings, failure to provide required access, approvals, information, or assets, pauses or delays requested by you, or changes to the agreed ICP Matrix, qualification standards, offer, targeting, or campaign scope after launch.

If our review determines that at least one meeting was booked during the first 60 days after the Launch Date, or that any client-caused interruption, blocker, or material scope change occurred that affected performance, then the setup fee remains fully earned and non-refundable.

For clarity, this refund provision applies only to the setup fee and does not apply to performance-based meeting fees or any other amounts due under these Terms.

Pay-for-Performance Fees and Billing

You agree to a performance fee of $250 per Qualified Meeting.

Performance fees will be invoiced and/or charged in accordance with our then-current billing process. Invoices must be paid upon receipt unless otherwise agreed by us in writing.

A meeting is chargeable when the meeting occurs and the prospect matches the mutually agreed ICP Matrix. Qualification is determined by the prospect's alignment with the agreed ICP Matrix and not by whether the prospect closes, expresses immediate buying intent, progresses in your sales process, or produces any particular sales outcome.

ICP Qualification Standard

All booked and completed meetings are checked against the mutually agreed ICP Matrix to determine whether they are qualified and chargeable.

The parties agree that the ICP Matrix is the controlling standard for determining whether a meeting is qualified and chargeable.

A meeting will not be deemed unqualified solely because the prospect did not close, did not move forward after the first call, was not ready to buy immediately, stopped responding after the meeting, needed longer follow-up, did not match your subjective expectations, or otherwise did not produce your desired outcome, so long as the prospect matched the agreed ICP Matrix.

Disputes, Review Process, and No Refunds on Confirmed Qualified Meetings

If you believe a meeting does not satisfy the agreed ICP Matrix, you must submit that dispute within 24 hours after the meeting by adding the dispute and supporting reason in the app notes for that meeting.

Failure to submit a dispute in the app notes within that 24-hour period will be deemed your acceptance that the meeting matched the agreed ICP Matrix and is properly chargeable.

Submitting a dispute does not automatically mean the meeting will not be charged and does not by itself make the meeting non-chargeable. A dispute only triggers a further review by us to cross-check the meeting against the agreed ICP Matrix.

If our review confirms that the prospect matched the agreed ICP Matrix, the meeting remains fully chargeable.

If no timely dispute is submitted, or if our review determines that the meeting matched the agreed ICP Matrix, the applicable performance fee remains due and payable, and no refunds, credits, reversals, or chargebacks will be issued or permitted for that meeting, except as required by law.

If, after review, we determine that the meeting did not match the agreed ICP Matrix, the related performance fee will not be owed, or if already charged, may be adjusted by refund or credit in our ordinary billing process.

Client Responsibilities

You agree to cooperate in good faith and provide all information, access, assets, approvals, and support reasonably necessary for us to perform the services.

You are responsible for maintaining an accurate working calendar link, correctly setting up and integrating your scheduling systems, maintaining reasonable calendar availability for booked meetings, attending scheduled meetings or ensuring your team attends them, providing timely approvals, feedback, and required campaign information, and avoiding conduct that disrupts, delays, or undermines campaign execution.

You acknowledge that outcomes from cold outbound lead generation depend in part on your responsiveness, calendar availability, internal sales process, follow-up, and overall handling of booked meetings.

Changes to Scope, ICP, or Campaign Criteria

Any material change to the ICP Matrix, qualification standards, offer, targeting, messaging, or campaign scope after launch may affect campaign performance, qualification outcomes, and refund eligibility.

We are not responsible for reduced performance, qualification disputes, or delays caused by post-launch changes requested by you.

If you materially change the agreed ICP Matrix, qualification standards, offer, targeting, or scope after launch, we may revise campaign expectations, adjust execution, or determine that any setup-fee refund eligibility has been voided.

Suspension or Termination of Services

This partnership is based on mutual transparency and objective qualification standards.

If meetings are consistently disputed without a valid ICP-based reason, if payment is withheld, if chargebacks are initiated in bad faith, or if client-caused interruptions materially interfere with campaign delivery, we reserve the right to suspend or terminate services immediately.

Any suspension or termination does not waive your obligation to pay amounts already earned, invoiced, charged, or otherwise due under these Terms.

No Guarantee of Sales or Revenue

We do not guarantee closed deals, revenue, profit, conversion rates, or any minimum number of sales.

Our responsibility is to provide the agreed services and book meetings that match the mutually agreed ICP Matrix. Your close rate, sales results, and return on investment depend on many factors outside our control, including your offer, pricing, follow-up, market conditions, calendar availability, and sales execution.

Payment Enforcement

You agree not to withhold, offset, reverse, or charge back validly earned fees based on subjective disagreement with lead quality where the prospect matched the agreed ICP Matrix or where you failed to timely dispute the meeting under Section 6.

Before initiating any bank dispute or chargeback relating to our services, you agree to first use the dispute process set out in these Terms.

Governing Law

These Terms are governed by and construed under the laws of the State of Washington, without regard to conflict-of-law principles.

Any dispute arising out of or relating to these Terms or the services will be brought exclusively in the state or federal courts located in Washington, and each party consents to the jurisdiction of those courts.

Entire Agreement

These Terms, together with any proposal, order form, invoice, onboarding materials, and the mutually agreed ICP Matrix, constitute the entire agreement between the parties relating to the services.

If there is a direct conflict between these Terms and a separately signed written agreement between the parties, that signed written agreement will control solely to the extent of the conflict.

Website Updates

We may update these Terms from time to time by posting the updated version on our website.

The version of these Terms in effect at the time of your payment will govern your purchase unless otherwise expressly agreed by us in writing.

Acceptance by Payment

Payment for any services constitutes your acceptance of these Terms and creates a binding agreement between you and Social Bloom as of the date of payment.

No signature, click-through acceptance, or other separate action is required for these Terms to become enforceable.