It's Raining Referrals! Only $490/mo

Service Agreement: Goals Partners

This Agreement ("Agreement") is made between Goals Partners ("Agency") and the Client upon the execution of first payment ("Effective Date").

1. Term, Cancellation & Refund Policy

Month-to-month Service Agreement: We earn it every month. We value our long-term relationships with clients and we actually care about your success. Our month-to-month model ensures we do everything in our power, month-after-month, to earn that long-term trust. Auto-renews unless canceled in writing prior to auto-renewal. No refunds, cancellation by Client does not entitle refunds. Client agrees not to initiate any credit card charge-backs. 

2. Client Responsibilities & Agency Support

  • Show up to your appointments

  • Stay in communication with your referral sources. Make it a priority to build a real connection. Consider recommendations on gift-giving, loyalty programs, and incentives to referral sources.

3. Reporting & Communication

Completion of an on-boarding form or call typically occurs within 48-hours of remitting first payment or as Client's schedule allows.

4. Expectations, Core Services, Milestones

  • Execution of the Perfected Lead Machine (PLM): 

  • Contact a minimum of 100 new business professionals each month to introduce you and your company.

  • Set-up meetings for you to get acquainted and build a referral-based networking relationship. These meetings can be phone, video conference, or in-person at the referral sources' office, over coffee or a meal, etc. 

  • BONUSES:

  • MONTH-TO-MONTH instead of a typical 12-month agreement

  • FREE SET-UP instead of a typical $399 set-up charge

5. Payments

Client authorizes a setup payment of ___$0___ and a monthly payment of ___$490___ via credit card, renewing every month.

6.Choice of Law, Venue, and Mediation

The Agreement is governed by Ohio law. Disputes are subject to Ohio jurisdiction and require mediation before litigation. Executed and Accepted once first payment is processed by client.