Lead Latchers Limited Refund Requirements - Update 3/24/2022

Limited Refund Taken from Lead Latchers Terms of Service for Ease of Viewing

Please Visit: https://leadlatchers.com/terms to read Lead Latchers’s Full Terms of Service

  1. Limited Refund Requirements. To be eligible for Provider’s limited refund plus $1,500, you must meet the following requirements:

    1. You must have been using the Services for at least five months;

    2. It has been no more than six months and two weeks since you bought the Services (date of first payment to Provider) (Extra time provided in the event of a system outage, account error or ad account ban);

    3. You must first obtain Provider’s approval to change any of the provided campaigns, qualification questions, qualification settings, targeting, or provided media (pictures);

    4. You must spend a minimum of $300 per month each and every month for 5 straight months on Ad Spend solely on the Recommended Advertising Campaigns (if Facebook advertising is banned or restricted, you may use Google to spend the same amount);

    5. To meet the limited refund, you must conduct all your initial communications with leads using the provided automated and scripted messages until they become a client, or an agreement is signed;

    6. You have shown up on time for every booked appointment you receive and calls for the appointments must have been made inside the CRM;

    7. You must not have deleted any contacts or conversations you have had with leads inside the CRM;

    8. You or an Authorized User must have called all the leads that respond a minimum of five times in the first thirty days of receiving the leads (does not include automated messages). Communications must be performed inside the provided CRM and you, or an Authorized User, must respond to all replies inside the CRM within 72 hours of receiving the reply. You should not have any unread messages as well;

    9. You must have completed the provided system training & lead conversion training from Lead Latchers in the Training Portal located in the CRM;

    10. You must use the provided CRM to track and update lead status using the opportunities section.

    11. You must reach out to Provider promptly if there is an error in your system, system outage or ad account ban. Any messages regarding errors must be sent within 24 hours of the error occurring.

    12. You must retain support services for each and every month of the 5 months;

    13. You must have made all your payments on time;

    14. Your annual premiums from closed deals provided from the Lead Latchers' system, must be less than $10,000 within the five month period; or, for medicare, medicaid, health & p&c clients, you have closed less that 15 new clients provided from the Lead Latchers system within the five month period. This includes closing from paid ads or our organic marketing as a direct result from the Services, Trainings or System;

    15. You must submit a formal request for a refund with supporting evidence to support@leadlatchers.com

    16. After you submit your formal request for a refund to support@leadlatchers.com, you must communicate with Provider until a decision is made. Provider may ask for additional documentation.

    17. If all the above requirements are met, Provider will refund the amount paid (directly to Provider) for the Services plus $1,500.

  2. If all the above requirements are met, Provider will refund the amount paid (directly to Provider) for the Services plus $1,500.


(A.I. Only) Limited Refund Requirements.

Only To be eligible for Provider’s limited refund, you must meet the following requirements:

  1. You must have been using the Services for at least five months;

  2. It has been no more than six months and two weeks since you bought the Services (date of first payment to Provider) (Extra time provided in the event of a system outage, account error or ad account ban);

  3. You must first obtain Provider’s approval to change any of the provided workflows & A.I. scripts provided to you during your initial setup;

  4. You must upload a minimum of 200 quality and skip-traced leads a month;

  5. To meet the limited refund, you must conduct all your initial communications with leads using the provided automated and scripted messages until they become a client, or an agreement is signed;

  6. You have shown up on time for every booked appointment you receive and calls for the appointments must have been made inside the CRM. In the event calls cannot be made in the CRM, you may call using a personal phone but must track all communication in notes of the crm;

  7. You must not have deleted any contacts or conversations you have had with leads inside the CRM;

  8. You or the A.I. must have called all the leads that respond a minimum of 5 times in the first thirty days of uploading the leads (does not include automated messages). Communications must be performed inside the provided CRM and you, or the A.I., must respond to all replies inside the CRM within 72 hours of receiving the reply. You should not have any unread messages as well;

  9. You must have completed the provided system training, A.I. training & lead conversion training from Lead Latchers in the Training Portal located in the CRM;

  10. You must reach out to Provider promptly if there is an error in your system, system outage or ad account ban. Any messages regarding errors must be sent within 24 hours of the error occurring.

  11. You must have made all your payments on time;

  12. Your annual premiums from closed deals provided from the Lead Latchers system, must be less than $10,000 within the five month period; or, for medicare, medicaid, health & p&c clients, you have closed less that 15 new clients provided from the Lead Latchers system within the five month period. This includes closing from paid ads or our organic marketing as a direct result from the Services, Trainings or System;

  13. You must submit a formal request for a refund with supporting evidence to

  14. support@leadlatchers.com

  15. You must have paid for and used support during the 5 months using the system. If you opt not to get support, you will not be entitled to a refund.

  16. After you submit your formal request for a refund to

  17. support@leadlatchers.com

  18. , you must communicate with Provider until a decision is made.

  19. If all the above requirements are met, Lead Latchers will refund the system setup fee.