Welcome to SpeakerFlow! This agreement outlines the terms and conditions for working with us. By working with SpeakerFlow, you agree to the following terms:

Umbrella Terms

Data Ownership

  • Client Data: You own all your data. We only use it for the purposes specified by you.
  • Storage: We may store your data during our working agreement, including projects and support. We will delete your data upon request.
  • Data Processing: Our handling of personal data on your behalf is governed by our Data Processing Addendum, which is incorporated into and forms part of these Terms.

Indemnification / Limitation of Liability

  • Zoho Terms: By working with us, you also agree to Zoho's terms of service. We are not liable for anything under Zoho's terms.
  • Vendors and Contractors: Except as set out in our Data Processing Addendum with respect to the handling of personal data, we are not liable for the actions of vendors and contractors we work with.
  • Liability: We are not liable for any direct, indirect, or punitive damages, including but not limited to loss of profits, business interruption, or loss of data. To the maximum extent permitted by law, we are not responsible for damages or losses caused by the use of or inability to use our services. Nothing in this section limits liability that cannot be limited under applicable law, and our handling of personal data is governed by our Data Processing Addendum.

Governing Law

  • Wyoming Law: Our company is based in Wyoming, and any disputes are governed by Wyoming law in Wyoming courts.

Confidentiality

  • Confidential Information: All confidential information must be kept confidential and used only for fulfilling the service agreement. This information includes anything not already public or received from a third party without a confidentiality obligation.

Support

We offer support Monday through Thursday, 9-5 pm Eastern via email at support@speakerflow.com. We also provide asynchronous coursework and community feedback through SpeakerFlow University. We strive to respond quickly but do not guarantee response times.

What's Included in Support

  • App & Feature Questions, Simplified: Got a "How do I do this?" moment in Zoho? We're your go-to crew for quick, clear answers.
  • Tech Troubles? We're On It: If we build you something and it's not working right, we'll jump in to help you get it sorted, no fuss, no finger-pointing.
  • Bug Fixing, Minus the Headaches: Running into errors or weird behavior in the system? We'll help you track it down, find a solution, and if needed, get Zoho's dev team involved.
  • Guidance to Get You Rolling: Just getting started? We'll help you get your feet under you with direction and pro-tips in the early stages of your setup.

What's Not Included in Support

  • Deep-Dive Strategy or Implementation Work: We're here for support, not full-on consulting. For big-picture builds or hands-on work in your system, you'll want a partner like… well, us. Reach out to start a project!
  • Major Custom Work (a.k.a. the Fancy Stuff): Think custom reports, third-party connections, automations, or API magic. These are projects, not quick fixes and they need project-level time and attention, which we're happy to do via our Implementation services.
  • Help with Non-Zoho Tools: If it's not a Zoho app, it's not in our toolbox. We can't troubleshoot tools outside the Zoho universe, even if they plug into it.
  • Formal Training Sessions: Need a full training session or more than our coursework provides? Reach out to purchase a time slot!

Business Closure: SpeakerFlow closes on all federal holidays and other times throughout the year. Support response time may be delayed during these times.

Meetings: SpeakerFlow determines when and how often meetings are appropriate. Requests for a meeting can be made, but a time slot is not guaranteed.

Kindness and Professionalism Policy

  • Professional Environment: At SpeakerFlow, we believe in maintaining a professional and respectful environment.
  • Client Expectations: We expect our clients to be kind and humble in their interactions with our team. While we understand that situations can sometimes be frustrating, clients should not take out their frustrations on us.
  • Termination: If a client is repeatedly disrespectful or behaves inappropriately, we reserve the right to terminate our working relationship.
  • Refund Policy: If we terminate our working relationship with a client for violating this policy, no refund will be given, and the client is not eligible for our Money Back Guarantee.

Service-Specific Terms

Initial Implementation: Flow Zone and Flow Zone+

Pre-Purchase Agreement: Before purchasing, the client signs a Pre-Purchase Agreement covering account access, our Ghosting Policy, our Money-Back Guarantee, and client ownership of results. It forms part of these Terms.

Project Timeline: Projects will not exceed 120 days.

Project Extensions:

  • Extensions may be given but are not guaranteed.
  • Extensions are given in good faith and do not extend the initial terms of service.
  • SpeakerFlow determines the extension length.

Process: We follow a five-phase process, and the client must follow our lead:

  • Assessment: Client completes an assessment with SpeakerFlow.
  • Investigation: SpeakerFlow investigates current systems.
  • Development: Zoho account development.
    • New Zoho account created.
    • Additional features developed.
    • Migration completed as defined by SpeakerFlow.
    • Spreadsheets imported only if formatted to our standards. No guarantees.
  • Implementation: Live training and Q&A meetings.
  • Graduation: The Graduation call marks the completion of the project. Ongoing support continues afterward as described in the Support section.

Account Access:

  • Completing a project requires access to the client's existing tools and accounts, which may include login credentials and administrator access to their current systems, email provider (including Google Workspace or Microsoft 365), and domain settings.
  • The client agrees to provide requested access through SpeakerFlow's secure process.
  • Where possible, SpeakerFlow requests delegate access instead of credentials, provided it does not add user fees for the client.
  • SpeakerFlow may keep active sessions in the client's accounts through a secure managed browser during the project.
  • Credentials are treated as Confidential Information and used only to perform the services.

Ownership of Results: SpeakerFlow designs, builds, and trains the client on their system. The client is responsible for using it. SpeakerFlow does not guarantee business outcomes.

Compliance: Using specified technology is required. Non-compliance will result in termination.

Payments and Fees: Client agrees to pay the agreed amount for services, including SpeakerFlow fees and Zoho subscriptions.

Ghosting Policy:

  • If the client goes 15 days without communicating with SpeakerFlow, and without giving notice in advance, the project is put on hold and moves to the back of the project queue.
  • If the client goes 30 days without communicating with SpeakerFlow, the project is considered complete and is not eligible for a refund.
  • Restarting a project requires a fee of 50% of the original setup fee.

Money-Back Guarantee:

We stand behind our work. If you complete the full process and you're not satisfied, we'll refund your setup fee in full. Trust is all we have in this world, and we take that seriously.

To qualify, the client must:

  • Request the refund on their Graduation call. Requests made before or after the Graduation call are not eligible.
  • Have attended all scheduled meetings.
  • Have completed the CRM Course in SpeakerFlow University.
  • Have completed the action items assigned by SpeakerFlow during the project.
  • Have submitted at least 3 support tickets about the issues behind their dissatisfaction, and given SpeakerFlow a good-faith opportunity to resolve them.

Refund terms:

  • The guarantee covers the setup fee only. Zoho subscription fees and other software costs are not refundable.
  • Once a refund is issued, SpeakerFlow stops all work on the project.
  • The client may keep their software by continuing their subscription. If they cancel it, SpeakerFlow cancels their account.
  • Clients whose projects are considered complete under the Ghosting Policy, or who are terminated under the Kindness and Professionalism Policy, are not eligible.

Feasibility:

  • SpeakerFlow determines what is feasible in the scope of a given project.
  • We reserve the right to refuse unfeasible work or request additional compensation on a case-by-case basis.

Initial Implementation: Power Up

Customization: We will customize a new Zoho account to our specifications. Additional requests are subject to extra charges. The client participates by completing tasks such as updating email addresses and billing information.

Project Timeline: Projects will not exceed 30 days. Typically completed within two weeks, but no guarantees are made. If communication ceases for more than 30 days, the project is considered complete.

Refunds: No refunds are given at any time for any reason.

A-La-Carte Services

Included Services:

  • A-la-carte Zoho development
  • A-la-carte meetings

Requests:

Feasibility:

  • SpeakerFlow determines feasibility.
  • We reserve the right to refuse unfeasible work or request additional compensation on a case-by-case basis.

Quoting:

  • Clients can accept or decline the quote.
  • If the quote is accepted, SpeakerFlow will complete the work and bill once the client approves the work.
  • If the client doesn't approve within 14 days of completion, the invoice will be sent out.
  • No refunds will be given at any time for any reason.

Service Subscriptions

Included Services:

  • VIP support
  • Unlimited implementation
  • Systems advisory
  • Custom retainers
  • Any monthly payment to SpeakerFlow for services rendered

Subscription Renewal: Subscriptions automatically renew until canceled by the client or SpeakerFlow.

Cancellation:

Feasibility:

  • SpeakerFlow determines feasibility.
  • We reserve the right to refuse unfeasible work or request additional compensation on a case-by-case basis.

Scope of Services: SpeakerFlow reserves the right to change the scope of services delivered under service subscriptions.

Software Subscriptions

SpeakerFlow manages Zoho subscription billing on your behalf. This section governs that billing relationship.

Billing: Handled by SpeakerFlow for the client's Zoho account.

  • Includes per-user pricing for Zoho One.
  • Subscription pricing is set by SpeakerFlow and may include a fee in addition to Zoho's standard rates.
  • Any Zoho add-ons must be purchased via SpeakerFlow.

Subscription Renewal: Subscriptions automatically renew until canceled by the client or SpeakerFlow.

Cancellation:

Terms of Service Updating Policy

SpeakerFlow reserves the right to make changes to these Terms of Service at any time, without notice. Changes to the handling of personal data, including changes to sub-processors, are governed by the notice provisions of our Data Processing Addendum.

Legal Contact Information

If you have any questions about these Terms please contact us through our website or at hello@speakerflow.com.