Terms of Service

Company: LedgerLift AI Marketing
Last Updated: November 30, 2025

These Terms of Service (“Terms”) govern your access to and use of the services provided by LedgerLift AI Marketing (“Company,” “we,” “us,” or “our”). By accessing our website, submitting forms, booking appointments, purchasing services, or otherwise engaging with our services (collectively, the “Services”), you (“Client,” “you,” or “your”) agree to be bound by these Terms. If you do not agree, do not use our Services.

Eligibility (18+)

You must be at least 18 years old to use our website, submit forms, book appointments, or otherwise engage with our Services. By using the Services, you represent that you are 18 years of age or older.

Business Identity

LedgerLift AI Marketing is a marketing and client acquisition business focused on delivering AI-driven appointment generation, advertising strategy, and lead conversion systems for professional services, particularly accounting and tax firms.

1. Services Provided

LedgerLift AI Marketing provides marketing and client acquisition services, which may include:

• Appointment generation systems
• Paid advertising strategy and management
• AI-assisted outreach and follow-up automation
• Messaging and funnel optimization
• Marketing consulting, support, and training

Specific services, deliverables, timelines, and any guarantees will be outlined in a separate written agreement (“Service Agreement”). In the event of conflict between these Terms and the Service Agreement, the Service Agreement controls.

2. Client Responsibilities

You agree to:

• Provide accurate, complete, and current information
• Respond promptly to communications and requests
• Comply with applicable laws and regulations
• Attend scheduled appointments or reschedule with reasonable notice
• Follow implementation instructions and best practices as provided

3. Fees & Payment Terms

Fees and payment terms will be outlined in your Service Agreement. Unless otherwise stated, invoices are due upon receipt and are non-refundable unless explicitly agreed in writing.

4. No Guarantee of Results

Unless a specific performance guarantee is detailed in a signed Service Agreement, the Company makes no guarantee of results, including number of appointments, leads, conversions, financial outcomes, or return on ad spend. Results depend on multiple factors outside our control.

5. No Legal, Tax, or Financial Advice

LedgerLift AI Marketing provides marketing services only. Nothing on our website or communications constitutes legal, tax, accounting, or financial advice. You should consult qualified professionals for such matters.

6. Communications & Messaging (Email, Calls, SMS)

We may send communications to users who have opted in or otherwise provided contact information, including emails, phone calls, and text messages (SMS). Messages may include appointment confirmations, reminders, service notifications, educational content, and follow-ups related to your inquiry.

Consent to receive messages is not a condition of purchase. Message and data rates may apply. Message frequency may vary based on your engagement and services requested.

6(a). SMS Opt-Out & Support

• Reply STOP to any SMS to cancel future messages.
• After sending STOP, you may receive a confirmation message and will no longer receive SMS unless you opt in again.
• For assistance, reply HELP or contact us at [email protected] or 951-842-2383.

6(b). Carrier Liability

Carriers are not liable for delayed or undelivered messages.

6(c). Privacy Policy

For detailed information about how we collect and use personal data, please review our https://aimarketing.therobocoach.com/privacy-policy.

7. Intellectual Property

All content, materials, templates, creative assets, ad copy, funnels, workflows, and other deliverables created or provided by the Company remain the intellectual property of LedgerLift AI Marketing. You may not reproduce, distribute, or reuse Company materials outside the scope of services without written permission.

8. Confidentiality

Both parties agree to maintain the confidentiality of non-public information disclosed during the engagement, except as required by law or authorized in writing.

9. Third-Party Platforms

Services may involve third-party platforms (e.g., advertising networks, CRMs, scheduling tools). We are not responsible for outages, policy changes, pricing changes, or decisions made by those third parties.

10. Termination

Either party may terminate the engagement in accordance with the Service Agreement. If no Service Agreement exists, either party may terminate by providing written notice, subject to payment for services rendered and non-cancellable commitments.

11. Limitation of Liability

To the maximum extent permitted by law, LedgerLift AI Marketing shall not be liable for indirect, incidental, punitive, or consequential damages, including lost profits or revenue. Our total liability for any claim related to these Terms or services shall not exceed the fees paid to LedgerLift AI Marketing in the three (3) months preceding the event giving rise to the claim.

12. Governing Law

These Terms are governed by the laws of the state in which the Company is headquartered, without regard to conflict of law principles.

13. Changes to These Terms

We may update these Terms from time to time. Continued use of our services after updates are posted constitutes acceptance of the revised Terms.