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Service Agreement

Agreement Template | Effective Upon Execution

This Service Agreement ("Agreement") is entered into as of __________ (Date) ("Effective Date") by and between:

REI STREAMS ("Company," "we," "us," or "our")
[Your Business Address]
Email: info@reistreams.com
Phone: +1 (888) 995-7979

and

__________ ("Client," "you," or "your")
Business Name: __________
Address: __________
Email: __________
Phone: __________

1. Services

1.1 Scope of Services

Company agrees to provide Client with the following services ("Services") as selected in the Service Plan below:

Selected Service Plan: ☐ Starter ☐ Professional ☐ Enterprise ☐ Custom

Services Include:

• Lead Generation Services: Generation and delivery of qualified leads for:
  • ☐ Wholesale Real Estate
  • ☐ Real Estate Flipper Opportunities
  • ☐ Other: __________
• Advertising Campaign Management:
  • ☐ Meta (Facebook/Instagram) PPC Campaigns
  • ☐ Google PPC Campaigns
  • Campaign setup, monitoring, and optimization
  • Ad creative development and testing
  • Audience targeting and refinement
• CRM Platform Access:
  • Automated lead management system
  • AI-driven lead nurturing and follow-up
  • Inbound call management and routing
  • Email and SMS automation
  • Analytics and reporting dashboard
• Support Services:
  • ☐ Email Support
  • ☐ Phone Support
  • ☐ Dedicated Account Manager
  • ☐ Training and Onboarding

1.2 Service Deliverables

Company will provide the following deliverables:

• Lead Volume: Approximately __________ qualified leads per month (subject to Section 1.4)
• Campaign Setup: Initial campaign configuration within 5-7 business days of agreement execution
• CRM Access: Full platform access within 2 business days
• Reporting: ☐ Weekly ☐ Bi-weekly ☐ Monthly performance reports
• Campaign Review Meetings: ☐ Weekly ☐ Bi-weekly ☐ Monthly strategy sessions

1.3 Lead Quality Standards

Qualified leads will meet the following criteria:

• Valid contact information (phone number and/or email)
• Expressed interest in selling property or real estate investment opportunities
• Geographic location within Client's target markets: __________
• Meets any additional criteria specified by Client: __________

1.4 Service Limitations and Disclaimers

Client acknowledges and agrees that:

• Lead volume estimates are approximate and may vary based on market conditions, seasonality, competition, and advertising platform performance
• Company does not guarantee that any specific number of leads will be delivered in any given period
• Company does not guarantee that any lead will result in a closed transaction or specific outcome
• The success of lead conversion depends on Client's follow-up practices, sales processes, and market factors beyond Company's control
• Advertising platforms (Meta, Google) may experience technical issues, policy changes, or account restrictions that may temporarily impact campaign performance

2. Term and Termination

2.1 Initial Term

This Agreement shall commence on the Effective Date and continue for an initial term of:

☐ Month-to-Month
☐ 3 Months
☐ 6 Months
☐ 12 Months
☐ Other: __________

2.2 Renewal

Upon expiration of the Initial Term, this Agreement will automatically renew for successive periods of equal length unless either party provides written notice of non-renewal at least 30 days prior to the end of the then-current term.

2.3 Termination for Convenience

Either party may terminate this Agreement for any reason by providing written notice as follows:

• For month-to-month agreements: 30 days' written notice
• For term agreements: 60 days' written notice, with Client remaining responsible for all fees through the end of the notice period

2.4 Termination for Cause

Either party may terminate this Agreement immediately upon written notice if:

• The other party materially breaches this Agreement and fails to cure such breach within 15 days of receiving written notice
• The other party becomes insolvent, files for bankruptcy, or ceases business operations
• Continuation of the Agreement would violate applicable law

2.5 Effect of Termination

Upon termination:

• Client's access to the CRM platform will cease
• Company will cease all advertising campaigns on Client's behalf
• Client will export any desired data from the CRM within 30 days
• Client remains responsible for all fees incurred through the termination date
• Provisions regarding confidentiality, intellectual property, and limitation of liability will survive termination

3. Fees and Payment

3.1 Service Fees

Client agrees to pay the following fees for Services:

Monthly Service Fee: $__________ per month

Setup/Onboarding Fee: $__________ (one-time, due upon execution)

Advertising Budget:
☐ Included in monthly service fee (up to $__________)
☐ Client-managed separately (estimated $__________ per month)
☐ Billed separately by Company with __________% management fee

Additional Services (if applicable):

• Extra leads beyond plan: $__________ per lead
• Custom integrations: $__________ per integration
• Additional user licenses: $__________ per user per month
• Other: __________

3.2 Billing and Payment Terms

• Billing Cycle: ☐ Monthly ☐ Quarterly ☐ Annually
• Payment Method: ☐ Credit Card ☐ ACH ☐ Wire Transfer ☐ Check
• Payment Due: Fees are due on the first day of each billing period
• Late Payments: Payments not received within 10 days of due date will incur a late fee of $50 or 1.5% per month (whichever is greater)
• Automatic Billing: Client authorizes Company to automatically charge the payment method on file

3.3 Fee Adjustments

Company reserves the right to adjust fees upon 60 days' written notice. Fee increases for existing clients will not exceed 10% annually unless mutually agreed upon for material changes in service scope.

3.4 Taxes

All fees are exclusive of applicable sales, use, or other taxes. Client is responsible for all taxes except those based on Company's net income.

3.5 Refunds

All fees are non-refundable except as specifically provided in this Agreement or as required by law. Setup fees and monthly service fees are non-refundable under any circumstances.

4. Client Responsibilities

Client agrees to:

• Provide accurate and complete information about target markets, ideal customer profiles, and deal criteria
• Respond promptly to leads delivered through the Services (within 24 hours recommended)
• Comply with all applicable laws and regulations when contacting and communicating with leads, including TCPA, CAN-SPAM, and state privacy laws
• Maintain active and compliant advertising accounts (if Client-managed) with Meta and Google
• Not use leads for any illegal, unethical, or unauthorized purposes
• Not resell, redistribute, or share leads with third parties without Company's prior written consent
• Provide timely feedback on lead quality and campaign performance
• Maintain adequate funding for advertising budgets (if applicable)
• Cooperate with Company's reasonable requests for information necessary to provide Services

5. Company Responsibilities

Company agrees to:

• Provide Services in a professional and workmanlike manner
• Use commercially reasonable efforts to deliver leads meeting the quality standards outlined in Section 1.3
• Monitor and optimize advertising campaigns to improve performance
• Provide regular reporting on campaign performance and lead metrics
• Maintain the security and availability of the CRM platform
• Respond to support requests within reasonable timeframes based on Client's service plan
• Comply with all applicable advertising platform policies and regulations
• Protect Client's confidential information in accordance with Section 7

6. Intellectual Property

6.1 Company IP

All intellectual property rights in the CRM platform, proprietary software, algorithms, processes, and Company's pre-existing materials remain the exclusive property of Company. Client receives only a limited license to use these materials during the term of this Agreement.

6.2 Client IP

Client retains all rights to Client's pre-existing intellectual property, including business information, branding, and marketing materials provided to Company.

6.3 Advertising Creative

Advertising creative materials (ad copy, images, videos) developed by Company for Client's campaigns shall be jointly owned, with Client receiving a perpetual license to use such materials for Client's business purposes.

6.4 Lead Data

Lead contact information and associated data delivered to Client becomes Client's property, subject to Client's compliance with applicable laws and this Agreement.

7. Confidentiality

7.1 Confidential Information

Both parties may have access to confidential information of the other party, including but not limited to business strategies, customer data, financial information, proprietary processes, and trade secrets.

7.2 Obligations

Each party agrees to:

• Maintain the confidentiality of the other party's confidential information
• Use confidential information only for purposes of performing this Agreement
• Not disclose confidential information to third parties without prior written consent
• Implement reasonable security measures to protect confidential information
• Return or destroy confidential information upon termination of this Agreement

7.3 Exceptions

Confidentiality obligations do not apply to information that:

• Is or becomes publicly available through no breach of this Agreement
• Was known to the receiving party prior to disclosure
• Is independently developed without use of confidential information
• Is rightfully received from a third party without confidentiality obligations
• Must be disclosed pursuant to legal requirement (with notice to the disclosing party)

8. Representations and Warranties

8.1 Company Warranties

Company represents and warrants that:

• It has the authority to enter into this Agreement and provide the Services
• Services will be performed in a professional manner consistent with industry standards
• It will comply with all applicable laws and regulations in providing Services
• It has appropriate rights to any materials provided to Client

8.2 Client Warranties

Client represents and warrants that:

• It has the authority to enter into this Agreement
• It will comply with all applicable laws when using leads and Services
• It has all necessary licenses and permits to conduct its real estate business
• Information provided to Company is accurate and complete

8.3 Disclaimer

EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT, COMPANY MAKES NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. COMPANY DOES NOT GUARANTEE ANY SPECIFIC RESULTS, LEAD VOLUME, OR CONVERSION RATES.

9. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW:

9.1 Exclusion of Damages

IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, LOST REVENUE, LOST DATA, OR LOST BUSINESS OPPORTUNITIES, ARISING OUT OF OR RELATED TO THIS AGREEMENT, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

9.2 Liability Cap

COMPANY'S TOTAL LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL FEES PAID BY CLIENT TO COMPANY IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

9.3 Exceptions

The limitations in this Section 9 do not apply to:

• Either party's indemnification obligations under Section 10
• Breaches of confidentiality under Section 7
• Gross negligence or willful misconduct
• Liabilities that cannot be limited by law

10. Indemnification

10.1 Company Indemnification

Company agrees to indemnify, defend, and hold harmless Client from claims alleging that the Services infringe any third-party intellectual property rights, subject to Client promptly notifying Company of any such claim and allowing Company to control the defense.

10.2 Client Indemnification

Client agrees to indemnify, defend, and hold harmless Company from claims arising from:

• Client's use of leads in violation of applicable laws (including TCPA, CAN-SPAM)
• Client's breach of this Agreement
• Client's business operations and conduct
• Claims that Client-provided materials infringe third-party rights

11. General Provisions

11.1 Entire Agreement

This Agreement, together with any exhibits and referenced policies, constitutes the entire agreement between the parties and supersedes all prior agreements and understandings.

11.2 Amendments

This Agreement may only be amended by written agreement signed by both parties.

11.3 Assignment

Client may not assign this Agreement without Company's prior written consent. Company may assign this Agreement to an affiliate or in connection with a merger, acquisition, or sale of assets.

11.4 Governing Law and Venue

This Agreement shall be governed by the laws of [Your State], without regard to conflict of law principles. Any disputes shall be resolved in the state or federal courts located in [Your County/City, State].

11.5 Severability

If any provision of this Agreement is found invalid or unenforceable, the remaining provisions will continue in full force and effect.

11.6 Waiver

No waiver of any provision shall constitute a waiver of any other provision or subsequent waiver of the same provision.

11.7 Notices

All notices must be in writing and sent to the addresses listed at the beginning of this Agreement. Notices are effective upon receipt.

11.8 Force Majeure

Neither party shall be liable for failure to perform due to circumstances beyond its reasonable control, including natural disasters, war, terrorism, labor disputes, or failures of Internet infrastructure.

11.9 Independent Contractors

The parties are independent contractors. This Agreement does not create a partnership, joint venture, employment, or agency relationship.

11.10 Counterparts

This Agreement may be executed in counterparts, including electronic signatures, each of which shall be deemed an original.