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Lead Generation Agreement

Thank you for your interest in working with FinanceVine!

The text below outlines this agreement's service, timelines, payments, and conditions between 'FinanceVine' (us/we/our) and 'You' (you/your/yours).

Please review this agreement in full to avoid any future misunderstandings. If you have any questions before signing, please email us at the address below.

We look forward to helping your business grow now and for years!

To Your Success,

Team FinanceVine


FinanceVine will provide the following to you as part of the 'Service':

Lead Sourcing

  1. Leads are generated via pay-per-click ads purchased through Google, Microsoft, and other reputable online advertising networks.
  2. Leads are inquiring about the product for the lead type you purchased.
  3. Leads are captured via a web form on a FinanceVine webpage.
  4. Leads include a name, phone number, email, province and other information relevant to the product being inquired about.
  5. Leads are sourced from the Province(s) you indicate in the section below.
  6. Each Lead includes a TrustedForm Certificate to confirm CASL compliance and evidence of how the lead was generated.

Lead Verification

  1. Leads are verified using Twilio Verify or other similar verification service.
  2. Only leads that pass this verification process are assigned to you from FinanceVine.
  3. FinanceVine keeps the TrustedForm Certificate session replay and the Twilio logs as evidence for each lead.
  4. TrustedForm Certificates are retained for a minimum of 1 year from the date the certificate was generated.

Lead Engagement

  1. Leads that are assigned to you are done so on an exclusive basis.
  2. Leads are assigned in 'real-time' as fast as the software allows (generally understood to be less than 5 minutes).
  3. Once assigned to you, the lead receives an SMS and email inviting the lead to reach out to you via SMS, email or phone call.
  4. The lead will be mapped to your Google lead sheets (your 'ROAS sheet' & 'Orders sheet').
  5. You are sent an automated 'new lead' email notification for each lead.
  6. For a one-time setup fee (waived with a 3-month commitment), we can send leads directly into your CRM, so long as Zapier supports your CRM.

Pay-Per-Lead Pricing

  1. You pay a guaranteed price per lead + sales tax.
  2. If the price per lead increases, we will give you advance written notice.

Monthly Lead Volume

  1. Leads are provided as part of pre-paid, recurring monthly packages with a minimum order of $2000.
  2. For renewal orders, lead delivery from us to you will commence within 2 business days of receiving payment for your order and will be delivered by the end of the billing cycle.
  3. If a previous month's order is not completed by the time of your next renewal date, we will adjust your subscription according to our Order Renewals Policy.
  4. We send you a monthly report at the end of each billing cycle.
  5. You may request to increase the size of your monthly package at any time by contacting our support team.

Completely Managed Service

FinanceVine's responsibility is to manage the lead generation:

  1. Manage all landing pages, software, and ad campaigns.
  2. Pay for the ads on the ad networks.
  3. Set you up to receive leads from FinanceVine.
  4. Support you via our email helpdesk.
  5. Send reports at the end of each billing cycle.
  6. Send invites to monthly & quarterly success calls.

Your responsibility is to manage the sales process & provide feedback:

  1. Submit the initial intake form to us.
  2. Communicate with us to complete onboarding and launch.
  3. Report any issues you are having with our service to us.
  4. Report to us your ROAS results using our provided templates.
  5. Contact leads in a timely and professional manner.
  6. Have a robust sales process that converts the leads.
  7. Maintain a professional web presence.


Day 1 - Day 7

  • You submit our onboarding form.
  • You receive a welcome email inviting you to FinanceVine's Client Portal, which includes a knowledgebase, support section & account details.
  • We will commence onboarding you into our lead distribution system and email you the relevant details.
  • We invite you to a 15-minute pre-launch call to review onboarding details before lead delivery.
  • We invite you to your first success call, scheduled at the end of your first month's delivery.

Day 8 - Day 30

  • Your first month's lead delivery commences.
  • You start to receive leads within 48 hours, except in rare cases when it could take up to approximately 7 days.
  • We email you an order report to confirm when the delivery is completed.
  • We follow up with you to review your ROAS sheet.
  • We conduct your first success call with you.
  • IF CRM Integration has been added to your order, setup will commence at this time so that it is completed before your 2nd month's order.

Months 2 & 3

  • Lead delivery commences within 48 hours of renewal.
  • We continue with monthly order reports, ROAS sheet reviews and success calls.

Month 4

  • We review your ROAS sheet to calculate if positive ROAS is being achieved.
  • Success calls are shifted from monthly to quarterly.

Month 5 & Beyond

  • Once ROAS goas are met:
    • Continue with the same monthly order volume or increase the amount required to meet your sales goals.
    • We request a testimonial from you.


Subscription & Renewals

  1. This agreement is for a monthly recurring subscription service that will be charged immediately today and on the same day of each month, 'your subscription renewal date,' until cancelled by you in accordance with the "Cancellation Policy" below.
  2. Subscriptions are renewed on either the 1st or the 15th of each month. Your first subscription renewal date will be at least 30 days from today, on the 1st or 15th day of the month, whichever date comes first, and on the same day each following month.
  3. Examples are as follows: 
    • If you signed up on January 1, your subscription renewal will be on February 1 and the 1st of every month thereafter. 
    • If you signed up on January 2 - 15, your subscription renewal will be on February 15 and the 15th of every month thereafter.
    • If you signed up on January 16 - 31, your subscription renewal will be on March 1 and the 1st of every month thereafter. 

Checkout & Payment Method

  1. For the purposes of this Agreement, all amounts are in Canadian dollars.
  2. Upon signing this agreement, you will be redirected to a checkout page to set up a recurring automatic monthly payment.
  3. You authorize FinanceVine to store the credit card identified with your purchase or payment information, as such credit card may be updated from time to time (the "Stored Credential").
  4. You permit the noted financial institution (or any substitute thereto which you identify) to charge the Stored Credential for withdrawals made by FinanceVine.
  5. You understand the terms and conditions of your scheduled payment plan with FinanceVine, and you authorize FinanceVine to make recurring charges to the Stored Credential for payment amounts you authorized or authorize from time to time and, if necessary, initiate adjustments for any transactions.
  6. Without limiting the generality of the foregoing, you authorize FinanceVine to charge the Stored Credential in the amount of your total order, plus applicable taxes, according to the payment frequency you select or selected.
  7. You understand the amounts charged to the Stored Credential may vary if changes occur to your order.
  8. You pledge to have the necessary funds available to cover the amount of the payments due to FinanceVine.
  9. You understand that FinanceVine cannot be held liable for the service charges levied by your financial institution.
  10. You certify all payment information provided is accurate and agree to inform FinanceVine of any changes to this information at least 2 business days prior to your next subscription renewal date and that, unless otherwise agreed with FinanceVine, this Agreement continues in respect of any new credit card or bank account to be used for payment.
  11. You agree to the disclosure of any personal information, which may be contained in this Agreement, to your financial institution.

Credit Card Disputes & Late Payments

  1. Any credit card disputes or chargebacks that are against the terms of this agreement will be subject to a $1500 + tax dispute fee.
  2. Payments over 30 days past due will be transferred to our collections agency, and you will forfeit leads owed for those payments as a penalty fee to offset the cost of the collections agency fees.

Cancellation Policy

You may cancel this agreement by providing written notice to at least 5 days prior to your next subscription renewal date. Cancellation requests received with less than 5 days notice will be applied to the following month's subscription renewal date. No refunds will be issued for any payments processed before receiving the cancellation notice.

CRM Integration

FinanceVine can push leads directly into your CRM via Zapier if your CRM supports this functionality. A one-time setup fee is due today for CRM Integration if you select this option when choosing your plan and lead amount. The one-time setup fee is waived if you selected a minimum commitment of 3 monthly orders as your CRM Integration option.


Ownership of Materials

FinanceVine Inc. shall retain the rights to all original materials, data and similar items produced by FinanceVine Inc. hereunder in connection with the Services under this agreement. You understand that FinanceVine Inc. collects and uses data for various purposes, including improving marketing campaigns. This includes site visitor data, user-submitted form information, statistics and recordings of calls to our tracking numbers, and more. All services and software used by FinanceVine Inc. shall at all times be the sole property of FinanceVine Inc., and under no circumstances shall You have any interest in or right to the title to such materials or software.


You grant FinanceVine Inc. a limited, non-transferable, non-exclusive license to copy, use, store, set up, publicly display, publicly perform and transmit any trade names, trademarks, service marks, copyrights, content, text, images, software, functionality, page and other design and layout, media and other materials therein and solely in connection with the purposes related to the business relationship as laid out in this Agreement.

Lead Details

Leads are delivered from FinanceVine to you via Google Sheets. A lead is considered delivered once it has been added to your sheet. Notification emails and CRM integration are provided as a courtesy only as circumstances beyond our control, such as spam filters, issues with your software, and more, could prevent leads from being received using those methods. You must check your Google sheet regularly to confirm your leads and report any issues with receiving email notifications or leads into your CRM.

Lead qualification questions vary between campaigns and may include questions about income, property value, expected timeline to purchase or sell, amount of equity in a property, estimated credit rating, age, location, and more. Qualifying questions are not meant to ensure 100% approval criteria. They are meant to filter out tire-kickers, bad-fit clients, and leads who have no chance of being approved for anything. These questions are simply in place to establish minimum criteria to consider the inquiry a lead, not a deal. Please note that we cannot guarantee the accuracy of any information that leads enter into our forms, including responses to qualifying questions.

Limitation of Liability

FinanceVine Inc. shall not be liable for any incidental, consequential, indirect or special damages or for any loss of profits or business, interruptions caused or alleged to have been caused by the performance or nonperformance of the items listed in this Agreement. You agree that in the event FinanceVine Inc. is determined to be liable for any such loss, Your sole remedy against FinanceVine Inc. is limited to a refund of payments made by You to FinanceVine Inc., less expenses paid to sub Companies or to third parties. FinanceVine Inc. is not responsible for errors that result from faulty or incomplete information supplied to FinanceVine Inc. by you or anyone else. You also agree to not seek damages in excess of the contractually agreed upon limitations directly or indirectly through suits by or against other parties. FinanceVine Inc. shall not be liable to You for any costs, damages or delays due to causes beyond its control.

Earnings Disclaimer

As with any business, your results may vary based on your capacity, business experience, expertise, and level of desire. There are no guarantees concerning the level of success you may experience. There is no guarantee that you will make any income, and you accept the risk that the earnings and income statements differ by individual. Each individual's success depends on his or her background, dedication, desire and motivation. The use of our information, products and services should be based on your own due diligence, and you agree that FinanceVine Inc. is not liable for any success or failure of your business that is directly or indirectly related to the purchase and use of our information, products, and services.

Entire Agreement

This Agreement constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all other prior agreements and understandings, both written and oral, between the parties with respect to the subject matter hereof.


All notices and other communications required or permitted under this Agreement shall be in writing and deemed sufficient upon delivery when sent by email or via the FinanceVine Client Portal.

Choice of Law

This Agreement shall be governed by and construed in accordance with the laws of the Province of Ontario, Canada.

Dispute Resolution

Any dispute, controversy or claim arising out of or relating to this contract, including any question regarding its existence, interpretation, validity, breach or termination or the business relationship created by it, shall be referred to and finally resolved by arbitration under the Canadian Arbitration Association Arbitration Rules.

  1. The place of the arbitration shall be Toronto, Ontario, Canada.
  2. There shall be 1 arbitrator.
  3. The language of the arbitration shall be English.
  4. The Arbitral Tribunal must select its award from one of the final offers made by each of the Parties in its entirety and without modification. The Arbitral Tribunal need not provide detailed reasons for its award.
  5. An oral hearing need not be held.
  6. There will be no appeal from the decision of the Arbitral Tribunal on questions of fact, law, or mixed fact and law.


If one or more provisions of this Agreement are held to be unenforceable under applicable law, the remainder of the Agreement shall be unaffected.


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Signature Certificate
Document name: Signup
lock iconUnique Document ID: 85db3da481d4df464e4e631ae6cfb583c46ba015
Timestamp Audit
25 July 2023 10:02 am EDTSignup Uploaded by James Vannelli - IP
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