100% Risk-Free Pilot Agreement

Founding Partner Pilot Terms

$300 CAD 14-Day Call Overflow Trial • 100% Money-Back Acceptance Guarantee • Effective Date: August 2026

1. Program Overview & Agreement

These Founding Partner Pilot Terms ("Terms") govern participation in the RevenueWard Founding Partner Pilot Program operated by Shivani, sole proprietor carrying on business as RevenueWard Operations ("RevenueWard", "we", "us"), located in Penticton, British Columbia, Canada.

By enrolling in the Founding Partner Pilot Program, submitting a pilot payment, or routing phone calls to a RevenueWard dedicated test line, your business ("Client" or "Partner") agrees to these Terms in full.

2. $300 CAD 14-Day Pilot Scope

The Founding Partner Pilot Program is designed exclusively for residential plumbing, HVAC, electrical, and home service contractors in the Okanagan Valley (including Penticton, Kelowna, West Kelowna, and Vernon).

🚀 Pilot Deliverables Included ($300 CAD Flat Fee):
  • Custom voice prompt engineering tailored to Client’s trade business branding, service fees, and dispatch rules.
  • Dedicated Okanagan local overflow phone line active 24 hours a day, 7 days a week for 14 calendar days.
  • Manager dispatch alerts by SMS and email, configured and tested before live call forwarding.
  • A private lead ledger containing the minimum approved lead fields; full transcripts are not copied unless separately agreed.

3. 100% Money-Back Guarantee & Acceptance Criteria

RevenueWard provides a 100% money-back pilot guarantee. The Client may request a full refund of the $300 CAD pilot fee for any reason by written notice before the end of the 14-day pilot window.

🛡️ Mandatory Acceptance Criteria:
  1. Call Connection: At least nine of ten agreed test calls must connect and begin the approved greeting without a dropped connection. Carrier or client-phone-system outages are excluded.
  2. Lead Detail Collection: In at least nine of ten agreed test scenarios, Alex must capture the required name, callback number, service area, issue description, and preferred window when those details are provided.
  3. Manager Dispatch: In at least nine of ten agreed test scenarios, a structured SMS and email summary must reach the designated test recipients within 60 seconds after post-call analysis completes.
  4. Canadian Privacy Disclosure Compliance: Alex must state the mandatory Canadian recording disclosure greeting on 100% of calls.

Refund Claim Procedure:

To claim a refund, the Client must email shivani@revenueward.com before the end of the fourteen-day pilot window. RevenueWard will initiate the refund to the original Stripe payment method within three business days, with no cancellation penalty.

4. Emergency Guardrails & Safety Protocols

RevenueWard AI agents are programmed with strict life-safety guardrails. If a caller mentions emergency hazards (including gas odors, carbon monoxide alarms, active fires, or severe structural risk), the AI agent immediately instructs the caller:

"For your safety, please evacuate if needed and call 911 or your local emergency utility immediately."

RevenueWard is an administrative scheduling assistant and is not a substitute for emergency 911 or utility alert services.

5. Client Setup & Telecom Responsibilities

Client agrees to fulfill the following operational requirements during the pilot:

  • Call Forwarding Setup: Client is responsible for enabling conditional or after-hours call forwarding through their telecom provider (e.g. TELUS, Shaw, Rogers, Bell) to the assigned RevenueWard number.
  • Accurate Dispatch Info: Client must provide valid email addresses and SMS cell phone numbers for designated on-call managers.
  • Caller Notice & Authority: Client authorizes the approved AI and recording disclosure, confirms that the workflow is lawful for its callers, and provides a reasonable alternative channel for callers who decline AI processing or recording.
  • Human Decisions: Client remains responsible for scheduling, dispatch, pricing, professional advice, emergency response and all services delivered to callers.

6. Privacy Policy & PIPEDA Alignment

All call audio recordings, transcriptions, and caller metadata processed during the pilot are subject to the RevenueWard Privacy Policy. Before live forwarding begins, RevenueWard will configure the voice platform retention period to no more than 30 days for pilot call data.

7. Payment Terms & Post-Pilot Transition

  • Pilot Fee: $300 CAD one-time fee plus any taxes that RevenueWard is legally required to collect, payable only after the parties confirm the written scope.
  • No Auto-Renewal: The 14-day pilot automatically expires at the end of the trial period. There are no hidden subscription charges or auto-renewals.
  • Monthly Retainer Option: Following a successful pilot, Client may elect to transition to the $497 CAD/month Core Retainer. Custom multi-location or field-service integration work starts at $997 CAD/month and requires a separate written scope plus a successful sandbox acceptance test. Neither option begins automatically.

8. AI and Third-Party Service Limitations

The pilot uses probabilistic AI, telecommunications carriers, hosting and other third-party services. RevenueWard does not guarantee uninterrupted availability, perfect transcription, a particular business result, or that every call will be qualified correctly. The AI assistant may not provide professional advice, quote unapproved prices, confirm technician arrival, or replace 911, emergency utilities, the Client’s dispatcher or other human decision-makers.

RevenueWard may suspend live forwarding if a safety test fails, required configuration is missing, an account or carrier is unavailable, or continued operation could create a security, privacy or legal risk.

9. Limitation of Liability

To the maximum extent permitted by applicable British Columbia law, RevenueWard’s total cumulative liability under this agreement for any claims, damages, or losses shall not exceed the total fees paid by the Client to RevenueWard under this Pilot Agreement ($300 CAD).

10. Governing Law & Jurisdiction

These Terms are governed by and construed in accordance with the laws of the Province of British Columbia and the federal laws of Canada applicable therein. Any legal proceeding arising under or relating to these Terms shall be brought exclusively in the courts of British Columbia located in Penticton or Kelowna.

11. Contact & Operations Notice

For questions regarding these Pilot Terms, refund requests, or service inquiries, please contact:

Shivani

Founder, Sole Proprietor & Business Operations Lead

RevenueWard Operations • Penticton, BC, Canada

Email: shivani@revenueward.com