Terms & Conditions for AutomateWell

Terms and Conditions
AutomateWell, a division of Jeannie Buckman LLC
Effective Date: April 12, 2025

By accessing or using AutomateWell’s services or platforms (automatewellagency.com and portal.automatewellagency.com), you agree to the following Terms and Conditions. These terms apply to all clients, including business owners, entrepreneurs, and service providers, who engage AutomateWell for CRM platform access, referral partner systems, fulfillment services, and related digital solutions.

1. Use of Website and Services

All content and services provided by AutomateWell are intended for professional and lawful use. Clients agree not to use any system, tool, or material provided for unlawful, unethical, or unauthorized purposes.

2. Ownership of Work

All websites, automations, marketing assets, and deliverables created by AutomateWell remain the property of AutomateWell until all payments are received in full. Once paid, the client is granted access to the systems and assets created for their business. AutomateWell retains the right to reuse non-branded system templates or internal frameworks across other accounts.

3. Revisions & Additional Work

Requests for revisions or new work beyond the original project scope will be billed separately at AutomateWell’s standard rates. Any such changes must be submitted in writing and approved before work begins. Timelines may be adjusted accordingly.

4. Messaging Usage & Rebilling

All clients who receive platform access are provided a $10 monthly messaging credit toward usage of SMS, voice calls, and emails. If monthly usage exceeds this included credit, overage charges will apply at standard platform rates and will be added to the client’s next monthly invoice. Clients are fully responsible for usage tied to their account.

5. Payments & Refunds

All services must be paid in full as invoiced. Monthly subscriptions are billed in advance. Projects may require deposits, milestone payments, or split invoicing.

All payments are nonrefundable. This includes setup fees, subscription charges, and service fees. No refunds, prorated or otherwise, will be provided once services or platform access have commenced.

Any billing disputes must be reported within sixty (60) days of the charge date. See AutomateWell’s Fulfillment Policy for additional details.

6. Cancellation Policies

Platform-Only Clients may cancel with seven (7) days’ written notice. Access will terminate at the end of the notice period.

All Other Clients must provide thirty (30) days’ written notice to cancel. During this time, clients remain responsible for all service fees.

Upon cancellation, AutomateWell will provide a CSV export of client data upon request.

At the conclusion of the notice period, clients may choose to continue as platform-only users under the continuation terms outlined below and in AutomateWell’s Fulfillment Policy.

7. Hosting & Platform Access

Clients who receive platform services (including CRM, automations, or web hosting) will maintain access only while payments are current. If a client cancels services or fails to pay, access will be paused or terminated.

Former clients may elect to retain CRM access after cancellation under the following options:

$97/month - Platform access only (software access, no support).

$350/month - Platform access with limited support (includes up to 1 hour/month of basic support or troubleshooting). Additional support is billed separately at AutomateWell’s standard rates.

8. Limitation of Liability

AutomateWell is not liable for loss of data, revenue, or any direct or indirect damages resulting from system use, technical failures, platform outages, or third-party vendor issues. No guarantees of performance or revenue are expressed or implied. Results vary by client industry, team implementation, and market conditions.

9. Client Responsibilities

Clients must provide requested information, logins, branding assets, and approvals in a timely manner. Delays in feedback or incomplete access may extend project timelines or trigger additional costs. Clients are solely responsible for compliance with all regulations in their industry when using AutomateWell systems.

10. Intellectual Property

All intellectual property developed by AutomateWell—including email sequences, workflows, campaigns, websites, and proprietary systems, remain the property of AutomateWell unless otherwise agreed in writing. Clients may not duplicate, distribute, or resell agency-created materials without permission.

11. Governing Law

These Terms & Conditions are governed by the laws of the State of Maryland. Any disputes shall be resolved through binding arbitration in Howard County, Maryland, unless both parties agree to an alternative process in writing.

12. Policy Updates

AutomateWell reserves the right to amend these Terms & Conditions at any time. Updated terms will be posted at automatewellagency.com/terms. Continued use of services constitutes acceptance of the revised terms.

Contact Us

For questions about these Terms & Conditions, please contact:
[email protected]