Lead Frog Service Agreement

1. Purpose of Agreement

This Agreement sets out the terms and conditions under which the Provider agrees to supply and the Client agrees to receive a consistent volume of prospective customer leads related to financial planning services.

2. Definitions

- "Lead" means a contact submitted to the Client who has shown genuine interest in financial services by submitting their details via the Provider's online platform(s) or associated marketing channels.

- "Exclusive" means leads provided to the Client are not sold or shared with any other party.

- "Trial Period" means the initial 30-day period beginning on the Effective Date, during which the Client receives leads on a trial basis.

3. Term

3.1 This Agreement will commence on the Effective Date and remain in effect for a period of 12 months unless terminated in accordance with Clause 9.

4. Trial Period

4.1 The Client is entitled to a 30-day trial period during which they will receive 20 leads.

4.2 All fees must be paid in full prior to the commencement of the trial period.

4.3 The Client may cancel the Agreement at any time prior to the end of the trial period by giving written notice and will not be bound to continue for the full 12-month term.

4.4 If the Client does not cancel before the end of the trial period, the Agreement will continue for the full 12-month term and cannot be cancelled early without written agreement from the Provider.

5. Services Provided

5.1 Fin Planning agrees to deliver 20 leads per month, 40 leads per month, or a custom number of leads per month as agreed with the Client.

5.2 Leads will be delivered live to a Google Sheet, not a CRM, unless otherwise agreed in writing.

5.3 Clients may request to increase their monthly lead volume at any time during the term of the Agreement.

5.4 The Provider will use reasonable commercial efforts to ensure the leads are of high intent and within the Client's nominated service area(s).

6. Fees and Payment

6.1 The Client agrees to pay the Provider $100 + GST per lead.

6.2 An invoice will be issued 7 days prior to the payment due date on the first business day of each month (after the trial), payable within 7 calendar days.

6.3 The Client agrees to be billed on a recurring 30-day cycle, beginning from the date of commencement of the Agreement or the end of the trial period (whichever is later). Invoices will be issued every 30 days thereafter.

6.4 Late payments may incur a 1.5% monthly interest and suspension of services until resolved.

7. Lead Quality

7.1 The Provider does not guarantee conversions but will make reasonable efforts to ensure that all leads supplied are valid and have expressed genuine interest in financial services at the time of delivery.

8. Client Obligations

8.1 The Client agrees to:

• Follow up with leads within 48 hours of receipt;
• Notify the Provider promptly of any lead issues;
• Not misuse or resell leads in breach of this Agreement.

9. Termination

9.1 Either party may terminate this Agreement with 7 days' written notice only if the Client has not commenced the trial period.

9.2 The Client may also cancel the Agreement at any time prior to the end of the trial period.

9.3 The Provider may terminate immediately in cases of:

• Non-payment after 14 days overdue;
• Misuse of leads or breach of terms;
• Insolvency or liquidation of the Client.

10. Limitation of Liability

10.1 To the fullest extent permitted by law, the Provider is not liable for indirect, incidental, or consequential damages, including lost profits or loss of opportunity.

10.2 The Provider's total liability shall not exceed the total amount paid by the Client in the previous 30 days.

11. Confidentiality

11.1 Both parties must keep confidential any information received from the other party that is not publicly available.

12. Governing Law

12.1 This Agreement is governed by the laws of the State of New South Wales, Australia.

12.2 Any disputes arising under or in connection with this Agreement shall be subject to the exclusive jurisdiction of the courts of New South Wales.

13. Entire Agreement

13.1 This Agreement constitutes the entire agreement between the parties and supersedes all prior understandings.

13.2 Any amendments must be made in writing and signed by both parties.