Terms of Service

Agreement to Terms

By accessing our website or engaging 99x Leads to arrange estate-planning appointments for your firm, you agree to be bound by these Terms of Service. If you do not agree with any part of these terms, please do not use our website or services.

Our Services

99x Leads finds, qualifies and books estate-planning prospects onto your calendar as consultations on Zoom or Google Meet. Prospects are qualified against the criteria published on our website, including the reported asset threshold and the state your firm wishes to serve.

You pay for attended appointments based on the volume agreed with your firm. There is no long-term contract or monthly retainer; you sign a service agreement outlining the terms and can stop whenever you want.

Exclusivity and No-Show Replacement

We work with one firm per market, so an appointment arranged for your firm is not offered to competing practices.

A no-show or cancellation is not charged. If a prospect does not attend or cancels, we replace that appointment at no additional charge. Replacement requests should be raised promptly after the scheduled time so we can verify the situation.

No Guaranteed Results

We deliver attended consultations; we do not guarantee that any prospect will become your client. Outcomes depend on your consultation process, close rate and fees collected. Any figures, projections or case studies shown on our website are illustrative and do not guarantee future results.

Your Responsibilities

You are responsible for attending scheduled consultations on time, following up with the prospects you meet, and complying with all applicable laws when contacting them, including telemarketing, texting and privacy regulations.

You agree to handle prospect information lawfully and not to resell, redistribute or share it with third parties.

Payment

Charges apply to attended appointments as defined on our website and in your service agreement. Unless otherwise agreed in writing, payment for attended appointments is due on the schedule set out in that agreement. Fees for attended appointments are non-refundable except as described in the no-show replacement terms above.

Intellectual Property

All content on this website, including text, graphics, logos and design, is the property of 99x Leads and may not be copied, reproduced or used without our written permission.

Limitation of Liability

To the fullest extent permitted by law, 99x Leads shall not be liable for any indirect, incidental or consequential damages arising from your use of our website or services, including lost revenue or lost clients. Our total liability for any claim shall not exceed the amount you paid us for the appointments giving rise to the claim.

Changes to These Terms

We may update these Terms of Service from time to time. Changes will be posted on this page. Your continued use of our website or services after changes are posted constitutes acceptance of the updated terms.