ClearLead Terms of Service

Effective Date: August 18, 2026

These Terms of Service (“Terms”) are a legally binding agreement between you (“Client,” “you,” or “your”) and ClearLead, LLC (“ClearLead,” “we,” “us,” or “our”). These Terms govern your purchase and use of ClearLead’s services, software, websites, forms, advertisements, communications, and related offerings (collectively, the “Services”).

By purchasing, accessing, or using any part of the Services, you agree to these Terms and our Privacy Policy. If you do not agree, do not purchase, access, or use the Services.

You confirm that you are at least 18 years old and have the legal authority to enter into this agreement for yourself and any business you represent.

1. What We Provide

ClearLead provides business systems and implementation services designed for landscapers. Services may include some or all of the following, depending on the package you purchase.

1.1 CRM Implementation

A configured CRM environment that may include dashboards, unified communications, pipelines/opportunity tracking, contact management, reporting, and mobile access.

1.2 AI-Assisted Agents

AI-assisted tools that may support lead response and qualification across live chat, SMS, and voice. Where included, these tools may support appointment setting, missed-call text-back, review requests, and reactivation flows. Availability depends on your plan.

1.3 Websites and Lead Capture

Conversion-focused websites and lead-capture assets, including click-to-call elements, forms, live chat widgets, and service or area pages.

1.4 Automations and Workflows

Prebuilt or customized workflows that may include missed-call text-back, lead follow-up, appointment reminders, no-show reduction, pipeline movement rules, reputation and review flows, and referral prompts.

1.5 Campaigns

Optional campaigns and sequences, including review campaigns, reactivation sequences, seasonal outreach, and other customer communication flows.

1.6 Additional Services

ClearLead may offer add-ons or separate services, including paid advertising management, SEO, content creation, and other marketing or implementation services. Unless a separate written agreement says otherwise, these Terms apply to those services.

Ad management is a separate paid service and carries no performance guarantee of any kind. ClearLead does not refund ad-management fees or advertising spend under any circumstances, regardless of ad results.

ClearLead may use third-party platforms to deliver Services. Those platforms have their own terms and policies.

2. Packages, Fees, and Billing

2.1 Pricing and Plan Selection

Your package, pricing, and included features will be presented at purchase or in your order confirmation. ClearLead may change pricing for new customers or renewals, but changes will not retroactively alter fees already paid under an active billing cycle.

2.2 Subscription Fees

Subscription fees bill on a recurring basis beginning on the activation date of your account and on the same day of each subsequent billing cycle.

2.3 Payment Processing

Payments are processed through third-party payment providers. You authorize ClearLead and its payment processors to charge the payment method on file for all amounts due. You are responsible for applicable payment-processing fees.

2.4 Late Payments, Chargebacks, and Collections

If payment is not received when due, ClearLead may suspend or restrict access to the Services until the balance is paid. ClearLead may charge a late fee up to the maximum permitted by law.

Because plans are month-to-month and cancellation is penalty-free, there is no reason to dispute charges for Services properly billed and rendered. Fraudulent or bad-faith chargebacks on fees for Services already rendered may be referred to collections. You are responsible for reasonable collection costs and attorney fees where permitted by law.

2.5 AI Usage and Billing

AI usage is billed separately from the subscription fee and is not included in the base plan price. AI usage is not unlimited.

AI usage is metered. Each AI action or run consumes usage and is charged at ClearLead’s then-current rates.

AI usage is billed on a prepaid basis through a usage wallet linked to the Client’s payment method on file. The wallet automatically recharges from the Client’s payment method when the balance falls below a set threshold. Each AI action debits the wallet balance.

If the wallet balance is depleted and cannot be recharged, for example due to a failed or declined payment method, AI features may pause until the wallet is funded. ClearLead is not responsible for interrupted AI functionality resulting from an unfunded wallet or failed payment method.

Estimated usage and current rates are disclosed to the Client during onboarding. The Client authorizes ClearLead to charge the payment method on file for AI usage wallet recharges in addition to the subscription fee.

AI usage charges are not refundable, including under the Section 4 Guarantee.

3. Month-to-Month Plans and Cancellation

All ClearLead plans are month-to-month. You may cancel at any time by giving written notice to support@clearlead.io. There is no cancellation penalty. Cancellation becomes effective at the end of the current billing cycle.

4. Guarantee

The 60-day missed-call guarantee applies only to the core missed-call system on Pro and Growth plans. It is not available on Starter. Missed-call text-back is included with Pro and Growth plans.

Ad management is separate from the core missed-call system and is excluded from this guarantee. ClearLead does not provide any performance guarantee for ad management and does not refund ad-management fees or advertising spend under any circumstances, regardless of ad results.

Qualifying caught job. A qualifying caught job is a missed-call lead that ClearLead automatically texts back and that becomes a qualified job within 60 days of the Client’s start date. A qualified job is an opportunity that advances past the New Lead stage to the Estimate Needed stage, or beyond, in the ClearLead pipeline.

The guarantee covers ClearLead catching and qualifying the lead. It does not guarantee that the Client closes or sells the job, which depends on the Client’s own sales ability.

Attribution. The lead must have come through a call to the Client’s business number that went unanswered and was forwarded into ClearLead, and been recovered by ClearLead’s automated text-back. Leads the owner answered directly, or that came through other channels, do not count toward the guarantee.

Threshold. If ClearLead does not catch at least five qualifying jobs in the first 60 days, the Client is eligible for a refund.

Refund as an exit. The refund applies only if the Client chooses to cancel the Service because the guarantee was not met. A Client who wishes to continue using ClearLead is not eligible for a refund. The guarantee is a money-back exit for Clients the system did not work for, not a discount or credit for Clients who stay.

Refund amount. The refund equals the total subscription fees the Client actually paid during the 60-day period, regardless of the number of billing cycles included in that period.

Eligibility. The guarantee applies only where ClearLead has been fully set up and is operational for the Client. To be eligible, the Client must be on a Pro or Growth plan, load existing contacts, and enable call forwarding for unanswered calls from the Client’s existing business number into ClearLead as instructed during onboarding. Call forwarding must remain active for the full 60-day guarantee period.

If the Client does not enable call forwarding, disables or disconnects it, or otherwise fails to complete or maintain the required setup steps, missed calls cannot reach ClearLead and cannot be captured. In that case the guarantee does not apply, and standard subscription fees remain due.

Where the system was properly set up and operational for the guarantee period and still did not catch five qualifying jobs, the guarantee applies in full. This includes any failure caused by ClearLead, whether through fault, error, outage, or misconfiguration on ClearLead’s side. Nothing in this clause excuses ClearLead’s own failure to deliver the Service.

Verification. Qualifying jobs are tracked automatically in the ClearLead pipeline. Refund requests are reviewed against pipeline records.

To request a refund, contact support@clearlead.io within 15 days after the 60-day period ends. AI usage charges, third-party costs, including advertising spend and phone carrier charges, and separately purchased services are not refundable. All other fees are non-refundable except where required by law.

5. Website

What’s included. ClearLead designs, builds, hosts, and maintains a professional website for the Client as part of every plan. The site is built on and operated through ClearLead’s platform.

Ownership. The website is provided as part of the Client’s active subscription. It is not a standalone deliverable the Client owns outright. The site remains live only while the Client maintains an active ClearLead plan.

Domain. If the Client already owns a domain, ClearLead connects it to the ClearLead-built website; the domain remains the Client’s property. If the Client does not own a domain, ClearLead can register one on the Client’s behalf. Domain registration and connection may involve additional third-party fees, which are the Client’s responsibility and are separate from the subscription. If ClearLead registers a domain on the Client’s behalf, ClearLead retains that domain unless the Client reimburses the registration cost.

Edits and revisions. ClearLead builds the site to professional, SEO-informed standards. The Service does not include ongoing revisions or redesigns. Minor adjustments, such as color or brand-portrayal changes requested by the Client, will be accommodated within reason. Structural redesigns and new-page requests are not part of the standard Service.

What happens when service ends. If a Client cancels Pro or Growth and leaves ClearLead entirely, ClearLead removes the website, it goes offline, and the Client does not retain it.

If instead the Client downgrades to Starter at $97/month, the website remains live with hosting, maintenance, and the basic inbox. All AI features, automations, and missed-call text-back are removed. Starter includes the website and basic inbox only; it does not include AI or automation.

6. Mobile and Automated Messaging

6.1 Consumer Messaging Disclosures

By providing your phone number and checking the SMS consent box on our forms, you agree to receive text messages from ClearLead related to your inquiry, appointment scheduling, service updates, and account-related communications.

• Message frequency varies. Message and data rates may apply.
• Reply STOP at any time to opt out of text messages. Reply HELP for assistance.
• Carriers are not liable for delayed or undelivered messages.
• For support, reply HELP or email support@clearlead.io.
• Review the Privacy Policy.
• Consent to receive text messages is not required to purchase Services.
• ClearLead does not sell, share, or distribute phone numbers or SMS consent to third parties or affiliates for marketing purposes.
• Mobile information is not shared with third parties or affiliates for marketing or promotional purposes. It may be shared with service providers solely to provide messaging services, including messaging platforms and carriers.

6.2 Messaging Compliance and Consent

You must comply with all applicable laws, including TCPA, CAN-SPAM, and state privacy and consumer-protection laws. You may not use the Services to send unsolicited messages or calls without proper consent; spam, harass, threaten, defame, or distribute unlawful content; impersonate others; misrepresent an AI agent as human when disclosure is required; or run fraudulent, deceptive, or misleading campaigns.

You are solely responsible for obtaining and maintaining proper consent for SMS, calls, prerecorded messages, and email outreach. ClearLead does not verify consent status for your contacts. You are responsible for complaints, fines, claims, and legal exposure arising from non-compliant outreach.

ClearLead may suspend or terminate access if your use violates these Terms or creates risk.

6.3 Reactive AI Agent

The AI agent is reactive only. It never sends a first message to anyone who has not contacted the business. It activates only in response to an inbound contact: a reply to a missed-call text-back, a form submission, or a chat. It does not initiate cold outbound contact.

6.4 Owner-First Handoff

When a customer replies, the system waits three minutes for the business owner to respond personally. If the owner does not respond within that window, the AI continues the conversation. If the owner responds at any point, before or during the AI conversation, the AI stops immediately and the owner takes over.

The AI is a catch-net for when the owner is unavailable, not a replacement for the owner’s relationship with the customer.

6.5 Escalation

If a conversation requires the owner’s attention, the system sends an internal notification prompting the owner to join. The AI does not attempt to handle matters outside its scope.

6.6 Automated Workflows

Scheduled message sequences, including estimate follow-ups and review requests, are sent to existing customers with whom the business has an established relationship and are tied to a specific job. These are automated workflow messages, not AI conversations. They run for a set number of steps and stop when the customer responds, the job closes, or the sequence completes.

6.7 Opt-Out

Any recipient may opt out by replying STOP. Opt-out is honored automatically and immediately removes that contact from all further automated contact, including AI responses and workflow sequences.

6.8 Client Consent Responsibility

The Client is responsible for ensuring contacts loaded into ClearLead have an existing business relationship with the Client or have otherwise consented to be contacted. ClearLead’s automated messaging supports compliant, relationship-based communication and is not for cold outreach to unconsented contacts.

7. Accounts and Client Data

7.1 Account Setup

You agree to provide accurate information needed for onboarding, configuration, and billing. Delays caused by missing information may extend timelines.

7.2 Credentials and Authorized Users

You are responsible for safeguarding logins and ensuring only authorized users access your account. You are responsible for activity performed through your account credentials.

7.3 Client Data Ownership

You own the customer records, leads, contacts, and other business data uploaded or generated within your account (“Client Data”).

7.4 Permission to Process Client Data

You grant ClearLead a limited license to access, host, store, process, and use Client Data only as needed to deliver and support Services, troubleshoot issues, configure workflows and integrations, maintain security and prevent abuse, and improve reliability and internal operations.

7.5 AI and Automation Data Use

If you use AI-assisted features, you acknowledge that interactions may be logged and stored within your environment for performance, quality, troubleshooting, and improvement of automation behaviors. You are responsible for reviewing AI outputs and setting appropriate guardrails for your business.

7.6 Deactivation and Deletion

If your subscription is cancelled, your account may be placed in an inactive state. For permanent deletion, email support@clearlead.io with a written request. Deletion timelines may vary based on platform and legal requirements.

You are responsible for exporting data before cancellation or deletion.

8. ClearLead Intellectual Property

ClearLead retains all rights to its workflows, templates, automations, configurations, designs, systems, documentation, and proprietary methods (“ClearLead IP”), whether delivered directly by ClearLead or configured within your account.

During an active subscription, while current on payments, ClearLead grants you a limited, non-exclusive, non-transferable license to use ClearLead IP solely to operate your business through the Services.

You may not copy, resell, sublicense, distribute, commercially exploit, reverse engineer, extract logic or system designs, remove branding or proprietary notices, or share ClearLead IP with third parties without written permission.

When your subscription ends, your license to use ClearLead IP ends. ClearLead may disable, remove, or restrict access to ClearLead IP within your account.

9. Third-Party Platforms and Availability

Services may rely on third-party platforms and integrations, including CRM infrastructure, voice and SMS providers, email providers, conferencing tools, analytics tools, and payment processors. ClearLead is not responsible for third-party outages, policy changes, pricing changes, feature removals, or downtime. Your use of third-party services is governed by those providers’ terms and privacy policies.

Services are provided on an “as available” basis. ClearLead does not guarantee uninterrupted service, specific uptime, or error-free operation. Downtime may occur because of maintenance, platform issues, integration failures, or circumstances outside ClearLead’s control.

10. Disclaimers

Except for the limited Guarantee in Section 4, the Services are provided “AS IS” and “AS AVAILABLE.” To the maximum extent permitted by law, ClearLead disclaims all warranties, express or implied, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

Except for the limited Guarantee in Section 4, ClearLead does not guarantee any business outcome, including revenue, lead volume, conversion rate, profitability, or specific results. Results depend on factors outside ClearLead’s control, including market conditions, pricing, team follow-through, competition, and operations.

11. Limitation of Liability

To the maximum extent permitted by law, ClearLead will not be liable for indirect, incidental, special, consequential, or punitive damages, including lost profits, lost revenue, lost data, or business interruption.

To the maximum extent permitted by law, ClearLead’s total liability for any claim arising out of or related to the Services will not exceed the total fees paid by you to ClearLead in the three months before the event giving rise to the claim.

12. Indemnification

You agree to indemnify and hold harmless ClearLead, its owners, employees, and contractors from claims, damages, losses, and expenses, including attorney fees, arising from your use of the Services, violation of these Terms, violation of applicable laws including messaging and marketing laws, content, contact lists, campaigns, communications, or claims from customers or leads related to your outreach.

13. Dispute Resolution and Governing Law

These Terms are governed by the laws of the Commonwealth of Massachusetts, without regard to conflict-of-laws rules.

Any dispute arising from these Terms or the Services will be resolved by binding arbitration administered by the American Arbitration Association under its applicable rules. Arbitration will take place in Middlesex County, Massachusetts, unless the parties agree otherwise.

You agree to bring claims only in your individual capacity and not as a plaintiff or class member in any class or representative proceeding.

Either party may seek injunctive relief in court to prevent misuse of intellectual property or confidential information.

14. Termination

You may cancel as described in Section 3.

ClearLead may suspend or terminate Services immediately for non-payment, fraud, illegal activity, security risk, or violation of these Terms.

Termination does not eliminate your obligation to pay outstanding amounts.

15. Confidentiality

You may receive confidential information about ClearLead’s methods, systems, pricing, automations, or configurations (“Confidential Information”). You agree not to use or disclose Confidential Information except as needed to use the Services as intended. This obligation survives termination.

16. Force Majeure

ClearLead is not liable for delays or failures caused by events outside its reasonable control, including internet outages, platform outages, government action, natural disasters, labor disruptions, or similar events.

17. Changes to These Terms

ClearLead may update these Terms from time to time. If ClearLead makes material changes, it will update the Effective Date and may provide notice through the Services or by email. Continued use after changes take effect means you accept the updated Terms.

18. Miscellaneous

These Terms, the Privacy Policy, and written addenda signed by ClearLead form the entire agreement.

If one section is unenforceable, the remaining sections remain in effect.

Failure to enforce a right is not a waiver of that right.

You may not assign these Terms without ClearLead’s written consent. ClearLead may assign them as part of a business transfer.

These Terms do not create a partnership, employment, or agency relationship.

19. Contact

ClearLead, LLC
394 Lowell St, Ste 18
Lexington, MA 02420
United States
support@clearlead.io