Smart Lead Digital Cancellation Policy

Welcome to Smart Lead Digital! Our aim is to offer exceptional service and a seamless experience for our users. Below is our comprehensive cancellation policy that outlines the procedures and conditions related to cancelling your Smart Lead Digital subscription.

First, it is imperitive you understand the incredible white glove customer service options available to you to help you get up and running. Our founder, Clint Whitney, created this software because it solves problems and saves time....and hated companies where customer service was virtually non-exisitent. We're here to pull you through the learning curve if we have to. Maybe you're not very tech savvy. It's okay. This system can get overwhelming but know there are other options available! Just ask!

We can offer you hand holding service set up options by clicking on the HELP icon in the top right. There is 24/7 LIVE customer support that can respond to your ticket. We have an incredible 5 minute average response time. PLEASE, use that.

WE ARE HERE TO SUPPORT YOU: If you need help with strategy, your offer, education, please reach out email [email protected] immediately and share where you're stuck. We WANT you to succeed! We're here to help you GROW your business and ELIMINATE the stress of many tedius tasks that can now be handled by our software. This savings alone is hundreds of hours a year and 10's of thousands of dollars saved via automation, Chat Automation, AI Sales assistant, and the sales generating capabilities of SMART Lead Digital CRM. DON'T GIVE UP!

However, we also understand it may be a timing issue or something else. Here's our cancellation policy:

Cancellation within Initial 30 Days of Purchasing Smart Lead Digital: Customers have the option to cancel their Smart Lead Digital subscription (only) within the initial 30 days of signing up. To initiate cancellation and be eligible for a full refund, please email us at [email protected]. Our team will process your request promptly, and the full subscription amount will be refunded to your original payment method.

Please note, the strategy & set up administration Fee is nonrefundable as this is compensated work using personnel skills and time that are unrecoverable for SMART Lead Digital by which your sub-account was tailored and designed specifically for your company/business/entity/person. Again, there is zero exceptions to this policy.

Cancellation after Initial 30 Days of Purchasing Smart Lead Digital: All payments made after the initial 30 days are considered nonrefundable. We do not provide credits or refunds for partially used subscriptions. However, upon cancellation, access to Smart Lead Digital will continue through the end of the current billing cycle to ensure you have ample time to wrap up any ongoing projects or activities within the platform.

We don't offer prorated refunds for unused days if you cancel after the initial 30 days. Our policy grants a full refund only if cancellation occurs within the first 30 days of subscription.

Notice Period and Monthly Payments: Month to Month subscribers have the flexibility to cancel their subscription at any time after the initial 30 days. Your monthly payment is charged on the same day each month, aligned with the start date of your subscription. If you decide to cancel, we request written notice of cancellation at least 30 days before your desired cancellation date.

The last month's payment will be charged if the notice is provided within 29 days before the cancellation date. This ensures that your account remains active during this period, allowing continued access to Smart Lead Digital services until the notice period ends.Cancellation under 12-Month Agreement: In the event of a cancellation under a 12-month agreement, the Customer shall initiate the cancellation process by sending an email notification to [email protected]. Upon receipt of the cancellation notification, the Customer shall be required to complete and sign an 'Early Termination Request Form,' which will outline the early termination fees. These fees are equivalent to two months' worth of service charges and are imposed to cover administrative expenses and to facilitate a seamless transition for both parties involved. The early termination fee is calculated by taking the Customer's monthly subscription fee and multiplying it by two. To effectuate the early termination of the agreement, the Customer must duly sign and submit the Early Termination Request Form to the Company. The Customer is obligated to provide a written notice of cancellation at least 30 days in advance of the desired cancellation date. The cancellation request shall be deemed valid and accepted by the Company once the early termination fee has been paid in full. Following the acceptance of the cancellation request and the payment of the early termination fee, the Customer will retain access to and usage of the platform until the conclusion of the current billing cycle. All communication related to cancellations shall be directed to [email protected] Retention and Account Reactivation: Upon cancellation, users have a 3-day window to reactivate their account without losing any data. After 3 days, all data associated with the account will be permanently deleted from our system. We emphasize that it's the subscriber's responsibility to transfer or remove all media assets, customer lists, configured features (templates, workflows, etc.), funnels, websites, and phone numbers from the service before the cancellation date. Once the data is deleted after the 3-day window following cancellation, it cannot be retrieved. We recommend saving your important data or using the account parking option to retain access to your data.Refunds, Unused Features, Credits, and Non-Refundable Fees: When you cancel your subscription, please note that certain elements are non-refundable. Unused features, referring to those included in your plan that you haven't utilized, as well as any remaining credits, cannot be refunded. Additionally, fees for telephony usage, text messages (SMS), and emails are non-refundable. We encourage you to make the most of your subscription while it's active. If you decide to cancel, please be aware that refunds, if applicable, apply only to the monthly subscription fee.Account Parking Option: Subscribers have the option to park their account at a monthly fee of $40/month to save all data within their account. This option is available for up to 6 months. During this period, access will be temporarily removed. Subscribers can't make changes or access data during this time. Reactivation is required to resume full functionality. The data will not be deleted as long as the parking fee is paid. After 6 months, all functions and billing will automatically resume at the original subscription fee. Reactivation before the 6-month period requires sending an email to [email protected], and the account will be reactivated within 3 business days.Downgrading Subscription: Instead of canceling, subscribers have the option to downgrade to a lower plan. This allows continued access to Smart Lead Digital at a reduced level of service with limited features for a reduced rate. To proceed with a downgrade, please contact our billing department at [email protected]. Our team will assist you in selecting an appropriate plan that suits your requirements.Cancellation Notification and Confirmation: When initiating a cancellation request by emailing [email protected], our team will promptly acknowledge receipt within 1-2 business days, confirming that your cancellation request is in process. Refunds for cancellations within the initial 30 days will be processed typically within 7-14 business days after confirmation of the cancellation. Upon successful cancellation, you will receive a confirmation email with the cancellation date, ensuring you won't be billed for any subsequent periods.Termination by the Company: Smart Lead Digital reserves the right to terminate a user's subscription or access to the service in cases of violation of our terms of service or misuse of the platform. Users will be notified in such cases, and termination will be in accordance with our terms of service.CANCELLATION PROCESSTo cancel your Smart Lead Digital subscription, follow these steps:

Send an email to [email protected] from the email address associated with your Smart Lead Digital account.In the subject line, indicate "Subscription Cancellation Request."In the email body, provide the following details:Your full nameSmart Lead Digital account usernameReason for cancellation (your feedback is valuable to us)Our billing team will acknowledge receipt of your cancellation request within 1-2 business days.If the cancellation is initiated within the initial 30 days of your subscription and is eligible for a full refund, our team will guide you through the refund process.For cancellations after the initial 30 days, access to Smart Lead Digital will continue until the end of the current billing cycle. You will not be billed for any subsequent periods.Ensure to download or transfer any important data from your account, as all data associated with the account will be permanently deleted if you do not choose to park your account.For any inquiries or assistance regarding the cancellation process, feel free to contact our billing team at [email protected].ACCOUNT PARKING PROCESSIf you wish to park your Smart Lead Digital account to retain your data, please follow these steps:Send an email to [email protected] from the email address associated with your Smart Lead Digital account.In the subject line, indicate "Account Parking Request."In the email body, provide the following details:Your full nameSmart Lead Digital account usernameSpecify the duration for which you'd like to park your account (up to 6 months).Our billing team will acknowledge receipt of your account parking request within 1-2 business days.Upon confirmation of your request, our team will provide instructions on how to make the monthly parking fee payment of $40/month.Once payment is received and processed, your account will be parked.During the account parking period, access to the account will be temporarily removed. You won't be able to make changes or access data during this time.To reactivate your account and resume full functionality before the 6-month parking period expires, simply send an email to [email protected].After 6 months, all functions and billing will automatically resume at the original subscription fee.Please ensure you save or transfer any important data from your account before initiating the account parking request, as access to your account will be temporarily restricted during this period.For any questions or further assistance regarding the account parking process, do not hesitate to contact our billing team at [email protected] know more about our refund policy, please check Smart Lead Digital.com/refund.