Master Services Agreement & Terms of Service

1. Binding Agreement & Clickwrap Acceptance

This Master Services Agreement and Terms of Service ("Agreement") constitutes a legally binding contract between IS Tech Advisors, LLC ("Company", "we", "us") and the subscribing professional practice or entity ("Client", "you"). By completing checkout, selecting a payment plan, or accessing theleadattendant.com, you expressly accept and agree to be bound by all terms set forth herein.

2. 90-Day Pilot Commitment, Payment Options & Auto-Renewal

Because multi-touch physical direct mail compounds over a 90-day window, The Lead Attendant operates strictly on a minimum 90-day (Quarterly) initial commitment per Allocation Block. Upon checkout, Client may elect one of two billing structures for their initial 90-day allocation:

• Option 1 — 3-Month Pilot Installment Plan ($897.00/Month for 3 Months): Client is billed $897.00 upon checkout (Month 1), followed by two (2) automatic monthly installment charges of $897.00 on Day 31 (Month 2) and Day 61 (Month 3), totaling $2,691.00 for the 90-day pilot commitment. Client is contractually obligated for all three (3) monthly installments comprising the initial 90-day term.
• Option 2 — 90-Day Pay-in-Full Pilot ($2,497.00 Upfront — $194.00 Savings): Client is billed a single upfront payment of $2,497.00 upon checkout (reflecting a $500.00 launch credit off the $2,997.00 standard quarterly rate and $194.00 in savings compared to the monthly installment plan), covering the full initial ninety (90) calendar days.
• Optional Omnichannel Meta Pixel Retargeting Boost (+$197.00/Month or +$497.00/Quarter): If selected by Client at checkout or via the Partner Portal, the Omnichannel Meta Pixel Retargeting Boost adds $197.00/month to Option 1 ($1,094.00/month total) or $497.00/quarter to Option 2 ($2,994.00/quarter total, saving $94.00), inclusive of turnkey Facebook and Instagram ad management and Meta media spend targeting QR code scanners from Client's allocation.
• Post-Pilot Auto-Renewal ($1,097.00/Month or $2,997.00/Quarter — Save $294.00): Unless canceled by the Client via the Partner Portal or in writing at least ten (10) calendar days prior to the expiration of the current 90-day period, each active Allocation Block shall automatically renew on Day 91 at the standard rate corresponding to Client's selected billing cadence: $1,097.00/month for three (3) monthly installments ($3,291.00/quarter total), or $2,997.00/quarter when paid in full upfront (saving $294.00 per quarter), plus the applicable Meta Pixel Retargeting Boost fee if active.

3. Quarterly Quota Allocation & Daily-Paced Fulfillment

Each standard 90-day Allocation Block includes a fixed turnkey fulfillment quota:

• Quarterly Prospect Cap Per Block: Up to 300 verified newly registered business entities per 90-day Allocation Block (paced at approximately 25 new corporate entities per week / 100 entities per 30-day period).
• Turnkey First-Class Mail Volume: Up to 900 total direct mail pieces per 90-day Allocation Block (3 physical touches per prospect: Day 1 Welcome Letter, Day 8 6×9 Executive Postcard, and Day 15 6×9 Final Notice Postcard), inclusive of AI entity filtering, commercial printing, and USPS First-Class postage (~75 mail pieces dispatched per week at steady state).
• Paced Dispatch & Delivery Guarantee: Outreach is distributed daily as state corporate filings occur to ensure smooth inbound call volume. If county filing volume is temporarily lower during a given week, Client's allocation block automatically extends at no additional fee until the full 300-corporation (900-mailer) quota is 100% fulfilled.

4. Modular Allocation Blocks & 100% Exclusive Entity Lock

The Lead Attendant operates on a modular 100-Entity Monthly Allocation Block architecture within your designated county and professional vertical (e.g., Certified Public Accountant / Accounting Practice):

• 0% Lead Overlap Guarantee (Entity-Level Exclusivity): Every newly registered business entity assigned to Client's fulfillment queue is permanently locked to Client's account in our database. No other subscribing firm or partner on our platform within your vertical can ever be assigned or mail the corporate entities allocated to your queue.
• County Block Capacity & Stacking Additional Blocks: The maximum number of concurrent Allocation Blocks available in any Florida county is governed by that county's trailing monthly Sunbiz corporate filing volume. Clients in high-volume counties may subscribe to multiple 100-entity Allocation Blocks simultaneously (or add blocks in adjacent counties) to scale their monthly outreach volume.
• Default or Cancellation: If an installment or renewal payment fails and remains uncured for seven (7) calendar days, or if Client cancels their allocation at the end of a 90-day term, Client's Allocation Block(s) and dedicated tracking number are immediately released back to available county inventory.

5. Non-Refundable Fulfillment & Territory Lock Policy

Because county prospect allocation blocks are immediately reserved upon checkout, dedicated local telecommunication tracking lines are provisioned, and automated commercial print and USPS First-Class postage workflows are irrevocably queued upon onboarding, all payments—including $897.00 monthly pilot installments, $2,497.00 upfront pilot payments, and subsequent renewals—are final and non-refundable once checkout is completed. Client expressly waives any right to initiate payment chargebacks for active allocation periods or dispatched mail runs.

6. Public Registry Data, USPS Delivery & Performance Disclaimer

• Public Data Source: Entity records are ingested directly from official Florida Division of Corporations (Sunbiz) public filings and filtered to suppress known commercial Registered Agents and non-operating shell entities. IS Tech Advisors, LLC is not responsible for typographical errors entered by business owners on their state registration filings.
• USPS & Third-Party Variance: Once physical First-Class mail pieces are handed off to the United States Postal Service (USPS), delivery timelines are subject to postal routing conditions.
• No Guarantee of Specific Retainers: The Lead Attendant provides automated marketing, data filtering, and physical mail infrastructure. While multi-touch trigger mail historically yields strong engagement, Company makes no guarantee as to the exact number of inbound phone calls or signed client retainers Client will secure.

7. Regulatory & Professional Advertising Compliance

The Client bears sole responsibility for the ethical and professional compliance of marketing letters and postcards dispatched under their corporate branding. Certified Public Accountants, attorneys, insurance agencies, and licensed professionals must ensure their firm branding and campaign templates adhere to applicable state board rules, disclaimer requirements, and Florida Department of Business and Professional Regulation (DBPR) standards.

8. Governing Law, Venue & Contact

This Agreement shall be governed by and construed in accordance with the laws of the State of Florida, with exclusive venue in Charlotte County, Florida. Questions regarding these terms may be directed to IS Tech Advisors, LLC at 1-239-737-3657.