Effective Date: July 29, 2025

👔 Our Commitment to You

Before you cancel, we want to remind you: this isn’t just software — it’s a service with real humans who care.

Our founder, Clint Whitney, built Smart Lead Digital after years of frustration with software companies that abandoned users after they signed up. We’re different.

You’re not alone.

If you're feeling overwhelmed, stuck, or unsure if it’s working, we invite you to:

• Use the HELP icon in the top-right corner of your dashboard (24/7 support, ~5 min response)

• Reach out to our billing team (contact info below) for setup help or downgrade options

• Book a 1:1 call with Clint directly at: https://clint-calendar.smartleaddigital.com/calendar

• Sometimes a 15-minute conversation saves your progress and puts you back on track.

Let us help you win before you walk away.

⚖️ Official Cancellation Terms

1. 30-Day Cancellation Window (Software Only)

You may cancel your software subscription within 30 calendar days of initial purchase and receive a full refund of the base subscription fee (excluding setup and usage charges).
To initiate, contact our billing team using the information at the bottom of this page.

⚠ Note: The setup & onboarding fee is non-refundable, as it covers real-time labor (onboarding, DNS transfer, automation buildout, etc.).

2. Post-30 Day Cancellations (Month-to-Month Plans)

All payments after 30 days are non-refundable

Cancellation takes effect at the end of your current billing cycle

You must provide 30 days’ written notice before your next bill

Shorter notice results in one final billing cycle

3. 12-Month Agreement Cancellations

If you're on a 12-month contract:

Notify our billing team using the instructions below

You must complete and sign an Early Termination Request Form

You must pay an Early Termination Fee equal to 2 months of your active plan rate

Cancellation is not complete until both form and fee are submitted. Platform access continues through your final paid billing cycle.

4. Account Parking Option

Need to pause without losing your data?

You can park your account for up to 6 months at $40/month

During this period, access is frozen but data is protected

After 6 months, billing resumes at your original rate

Reactivate any time by contacting us

5. Data Retention & Account Deletion

After cancellation, you have 7 calendar days to request reactivation

After that, all CRM data, phone numbers, automations, and campaign assets are permanently deleted

We do not retain data beyond this window unless you park your account

6. Non-Refundable Charges

The following are always non-refundable:

Setup and onboarding fees

Usage-based fees (SMS, email, call charges)

Unused subscription credits

Partial month usage or inactivity

7. Downgrade Instead of Canceling

Want to reduce costs but stay with us? May

Contact our billing team to explore downgrade options. You’ll retain access and data, at a lower monthly rate.

8. Company-Initiated Terminations

We reserve the right to terminate accounts for:

Platform misuse or abuse

Violation of our Terms of Service

Fraudulent or excessive chargebacks

No refunds will be provided in these cases.

9. Cancellation Process

To cancel your subscription:

Contact our billing team (info below)

Use subject line: “Subscription Cancellation Request”

Include:

Your full name

Your Smart Lead Digital account email

Your reason for cancellation (optional)

We’ll confirm within 1–2 business days. If eligible, refunds are issued per our Refund Policy.

📩 Billing Contact Info

Please direct all cancellation, downgrade, refund, and parking requests to:

Email: [click to view]
Phone: 907‑331‑6289
Calendar Link: Book a call with Clint

For full refund terms, see: 👉 smartleaddigital.com/refund-policy