Form

Please complete information contained in this form specific to your Company. We will use this information during our kick-off call to find out more about your business.

Email*

First Name*

Last Name*

Legal Business Name*

Corporation Name

Street Address

City

US State

Postal Code

Phone Number

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Time Zone

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LeadSwami Subscription Agreement

By checking the acknowledgment box below, the Client agrees to the terms of this Subscription Agreement (“Agreement”) with LeadSwami, Inc., a California corporation with its principal place of business at 1439 Chert Dr, San Marcos, CA 92078 (“LeadSwami”).

WHEREAS, LeadSwami provides a SaaS platform that offers performance analysis for Client’s consumer acquisition platforms (the “Services”); and

WHEREAS, the Client desires to subscribe to LeadSwami’s Services on a monthly subscription basis; and

WHEREAS, the Client acknowledges and agrees to LeadSwami’s Terms and Conditions, which are incorporated herein by reference.

NOW, THEREFORE, in consideration of the mutual covenants contained herein, the parties agree as follows:

1. Subscription Services

1.1. LeadSwami agrees to provide the Services in accordance with the subscription tier selected by the Client.

1.2. The subscription tier selected includes the following features:

LeadSwami Premium
✅ Lead Source Tracking
✅ Standardized Data Dashboard
✅ CRM & Sales Platform Integration
✅ Automated ETL Processing
✅ Access to Preferred Partner Leads & Platforms
✅ Multi-Source Attribution Modeling
✅ Custom Reporting & KPI Dashboards
✅ Expanded Integrations
✅ Bi-weekly 60-minute consultations with a LeadSwami expert

2. Subscription Tier and Fees

2.1. Selected Tier: Premium
2.2. Monthly Fee: $2,000.00 USD
2.3. Following the initial payment period, Client agrees to pay the applicable monthly subscription fee on the same day of each subsequent month following the initial enrollment date..
2.4. LeadSwami reserves the right to adjust pricing with sixty (60) days’ notice.

3. Client Lead/Call Disposition Data

3.1. Client agrees to download disposition data into LeadSwami at least once per month, including whether the consumer was contacted, quoted, or sold a policy.

4. Term and Termination

4.1. This Agreement is effective upon acknowledgment and continues month-to-month.
4.2. Either party may terminate with 30 days’ written notice.
4.3. LeadSwami may terminate immediately upon breach, including non-payment.
4.4. Upon termination, the Client shall cease all use of the Services.
4.5. All outstanding amounts become immediately due upon termination.

5. Governing Law and Dispute Resolution

5.1. This Agreement is governed by the laws of the State of California.
5.2. Disputes shall be resolved through binding arbitration under the rules of the American Arbitration Association.

6. Entire Agreement

6.1. This Agreement, including the Terms and Conditions and any applicable exhibits, constitutes the entire understanding between the parties.

I acknowledge and agree to LeadSwami's Service Agreement.