Smart Lead Digital Cancellation Policy

👔 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 actually care about your success.

Our founder, Clint Whitney, built Smart Lead Digital after years of frustration with software & marketing companies that abandoned users after they signed up.

We’re different.

You’re not alone.
Somewhere we’ve dropped the ball or you became sidetracked…we’re here to set it right.

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

• Use the HELP icon in the top-right (or bottom) corner of your dashboard. LIVE help is available for premium members with 24/7 support, ~5 min response.

• Our comprehensive AI knowledgeable assistant is available 24/7 for everyone

• 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

• 95% of the time, a 15-minute conversation saves your progress and puts you back on track and allows us to help you get unstuck and back to profits.

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 or don’t need certain features but stay with us?
Not a problem. Just contact our support 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 suspend or terminate any account, without refund, under the following circumstances:

a. Platform Misuse or Abuse
– Attempts to hack, disrupt, overload, or otherwise compromise the security, stability, or functionality of the platform.
– Use of the platform in a manner that interferes with other customers’ operations.
b. Violation of Terms of Service or Applicable Law
– Unauthorized use of intellectual property, prohibited content, spamming, TCPA/telemarketing violations, or other illegal/unethical business practices.
c. Fraudulent or Excessive Chargebacks
– Multiple disputed transactions, suspected fraud, or attempts to reverse legitimate charges without cause.
d. Consistent Payment Issues
– Repeated declined charges, expired or invalid credit cards, or failure to maintain valid billing information.
– Accounts more than 15 days past due may be suspended until payment is resolved, and accounts more than 30 days past due may be terminated.
e. Non-Cooperation or Bad-Faith Use
– Repeated failure to comply with onboarding requirements, abuse of support resources, or use of the system in ways clearly outside its intended business purpose.
f. Failure to Maintain Required Accounts or Compliance
– Includes neglecting to maintain valid business registrations, or failure to comply with carrier/advertising regulations (e.g., A2P 10DLC, Facebook/Google ad policies).

g. Refund Policy: No refunds, credits, or pro-rated balances will be provided for terminations initiated by the company under any of the above circumstances.

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.

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

🏁 Need a Reminder of What You Purchased?

Before you go — maybe you just need to remember why you signed up in the first place.

👉 Check out everything included in SMART Lead Digital right here.

We’re not just software.

You unlocked: A sales machine that automates lead capture, follow-up, and booking

Proven templates that replace $2,000+/mo in tools and services

Built-in AI, CRM, chat, SMS, and funnel automations — all in one login

First-mover advantage: lock in early pricing before regular value pricing goes to $1,499/month. However, as our case studies have proven, it will STILL be worth every penny!

If you’re on the fence, take a fresh look — you might realize you’re sitting on everything you need to win.