Terms & Conditions
Upleveled Strategies, LLC ("Company," "we," "us")
These Terms and Conditions govern any Order Form, invoice, or service agreement ("Order") executed between Client and the Company — including any agreement presented and accepted through the Company's checkout process. By signing an Order, submitting payment, or otherwise engaging the Company's services, Client agrees to be bound by these Terms and Conditions in full.
1. Authorization to Charge
By submitting an Order, Client authorizes the Company to charge the payment method provided in exchange for access to the Company's software platform and/or the professional services described in Client's Order. Client understands charges will appear as originating from Upleveled Strategies, LLC.
2. Relationship to Your Order
Client's specific engagement — including services purchased, pricing, billing frequency, and initial term — is set out in a separate Order presented at checkout and/or signed directly with the Company (the "Order"). The Order and these Terms and Conditions together form the complete agreement between Client and the Company; each incorporates the other by reference.
Where the Order specifies deal-specific terms (price, services, term length, deliverables, performance benchmarks), those terms control. Where the Order is silent, these Terms and Conditions control. These Terms and Conditions govern all matters common to every Client relationship — including payment mechanics, licensing, termination, and waivers — regardless of what is purchased, and are not restated in the Order.
3. Acceptance
Client's signature, payment, or continued use of the Company's services and software constitutes acceptance of these Terms and Conditions, along with the Company's Privacy Policy, Cancellation Policy, and Refund Policy, each incorporated herein by reference. Software access is licensed to a single named user per subscription and may not be shared, transferred, or sublicensed without the Company's prior written consent.
4. Scope of Services
The Company provides a range of service offerings — including, without limitation, software platform access, CRM and automation setup, digital marketing and advertising management, lead generation campaigns, and digital ministry support services. The specific services, deliverables, timelines, and any applicable performance benchmarks for a given Client are set out in that Client's Order, not in these Terms and Conditions.
The Company will perform the services described in Client's Order diligently and in a professional manner consistent with industry standards. Any performance benchmark, guarantee, or minimum deliverable threshold (for example, a stated monthly lead volume or a service go-live date) applies only if, and exactly as, stated in Client's Order. No such benchmark should be assumed where the Order does not state one.
Additional services or deliverable volume beyond what is defined in Client's Order may be available for an additional fee, as mutually agreed in writing.
5. Payment
Client agrees to the recurring or one-time charges, billing frequency, and initial term specified in their Order. Following any stated initial term, service will continue on a month-to-month basis at the then-current rate unless either party provides written notice of non-renewal consistent with Section 6.
Third-party costs. Where Client's Order includes paid advertising, hosting, or other third-party costs, those costs are separate from and in addition to the Company's fees, are specified in the Order, and are paid directly to the applicable third-party provider — not to the Company.
Late payment. The Company provides a 3-day grace period before applying a $50 late fee for services rendered in a given billing period. If payment remains outstanding 10 days past the due date, the balance may be referred to collections.
6. Termination
If Client provides written notice of intent to terminate prior to completing the initial term stated in their Order, Client is responsible for the remaining fees owed for the balance of that term. Any such balance is due within 7 business days of Client's written notice of termination; no installment or payment plan will be offered for this balance.
Given the professional time and resources committed to each engagement, Client waives any right to a refund or chargeback for services already rendered as of the termination date, except as expressly permitted under the Company's Refund Policy. This waiver does not apply to fees for services not yet rendered, or to disputes arising from the Company's material breach of these Terms and Conditions.
7. Refunds
Refunds are governed by the Company's Refund Policy, published separately at upleveledstrategies.com/refund-policy and incorporated into these Terms and Conditions by reference.
8. Certification
By accepting these Terms and Conditions, Client certifies that they are an authorized user of the payment method provided, and that they have read, understood, and agree to be bound by these Terms and Conditions and by the Client's Order.
Questions, Complaints, and Contact
Questions regarding these Terms and Conditions may be directed to [email protected].
Upleveled Strategies, LLC Attn: Privacy Officer
This draft is for internal review and should be confirmed by counsel before publishing, particularly Sections 5–7 (payment/termination/refunds) and any state-specific consumer-protection requirements — especially given the range of business sizes and sophistication levels across your client base. Counsel should also confirm the checkout flow's acceptance mechanism (e.g., checkbox + linked page) is sufficient to bind Client to both documents ("clickwrap" enforceability), and that the per-client contract's own reference language matches the precedence rule in Section 2. The Refund Policy is now a separate page (see companion draft) — confirm both pages stay consistent if either is edited going forward.
