Terms & Condition Of Optimal Pros

Welcome to Optimal Marketing LLC (“Optimal Marketing,” “Optimal Pros,” “The Agency,” “we,” “us,” or “our”). By accessing our website or utilizing our services, you agree to comply with the following Terms of Service (“Terms”). These Terms govern your use of our services and constitute a binding legal agreement between you and Optimal Marketing. Please read these Terms carefully before using our services. If you do not agree to these Terms, please refrain from using our website and services.

Payment Terms

By utilizing our services, you acknowledge and agree to the following payment terms:

Responsibility to Pay on Time: Clients are responsible for making timely payments as specified in their contract or invoices. Failure to do so may result in late fees or service interruptions.

A minimum of a $5 return fee will be charged for any returned payments. This fee is subject to change, but will not exceed $15

Responsibility to Seek Clarification: Clients are responsible for seeking clarification regarding any payment-related concerns. If uncertain, it is your responsibility to inquire before the payment due date.
Billing Portal Usage: Clients must visit the billing portal at least once per billing cycle to review invoices, update payment methods, and ensure accurate billing information.
Communication Monitoring: Clients are responsible for monitoring communication methods for any changes to payment terms. Optimal Marketing reserves the right to update payment terms, and clients are expected to stay informed about such changes.
Late Fees: Late fees, as previously disclosed in the current contract, may be charged for overdue payments. Optimal Marketing may waive a late fee upon receiving a suitable reason.
Unauthorized Chargeback: Refusal to pay or unauthorized chargebacks may result in collection proceedings, potential damage to credit reports, and harm to business reputation.
Paperless Billing Statements: Paperless billing statements are opted-in by default. Clients receive a $5 credit each billing cycle for paperless billing, which is included in the listed prices.
Payment Processor Deactivation: If Optimal Marketing’s payment processor is deactivated, clients are still required to make on-time payments via alternative methods, such as mailed check, wire transfer (minus a $15 fee), Venmo For Business, CashApp For Business, or Zelle.
Ownership of Products and Services: All products and services remain the property of Optimal Marketing until payment terms are fulfilled. Optimal Marketing is not liable for how its products and services are used by clients.
Right to Terminate Payment Terms: Optimal Marketing reserves the right to terminate payment terms in cases of violation of terms, breach of contract, or other legitimate reasons.
Cancellation Notice: When canceling a contract, clients will be billed for the current billing cycle and will not be billed again provided they give at least 1 billing cycle or 30 days’ notice, whichever is shorter.

Failed Payments, Late Fees, Chargebacks, and Collections

In the event of a failed payment, late fees, chargebacks, or situations requiring collections, Optimal Marketing typically follows a flexible approach tailored to individual circumstances:

Account Handling: In cases of failed payments or chargebacks, our response is often customized based on the particulars of each situation. This may include account termination, the initiation of collection proceedings, or other appropriate actions.
Notification Methods: To address payment issues, Optimal Marketing may employ various communication methods, including email, phone calls, auto-dialer messages, SMS, direct mail, and social media notifications, as deemed suitable.
Late Fees: We reserve the right to charge late fees for overdue payments. The specific late fee amounts are assessed in accordance with our payment terms.
Collections: In instances where collection efforts are necessary, Optimal Marketing may engage with a collections company to evaluate the account holder’s assets. Legal actions, such as small claims court proceedings, may be initiated if deemed necessary.
Account Termination: Account termination due to payment issues is determined on a case-by-case basis and depends on the unique circumstances involved.
Notification of Failed Payment: In the event of a failed payment, Optimal Marketing will, at a minimum, send an email to the email address on file and to any authorized representatives with billing access. This notification serves as an alert to the account holder of the payment issue.
Sale of Debt: Optimal Marketing may sell debt to a third party, such as a collections company, in the event of a failed payment or chargeback. The third party may then pursue collection efforts.

Authorized Representatives

Contact Information: If Optimal Marketing lacks contact information for a party utilizing the payer’s services, we may refrain from performing services for that party.
Contact Information Updates: Clients are responsible for updating contact information for authorized representatives. Optimal Marketing is not liable for any issues arising from outdated contact information.
Contact Information Verification: Optimal Marketing may verify contact information for authorized representatives. This may include contacting the authorized representative directly or using third-party services to verify contact information.

Business Changes and Closures

Business Changes: In the event of business changes, acquisitions, or closures, most terms will remain unchanged. Clients will receive a minimum of 90 days’ notice in the case of business closure. Refunds will be conducted according to payment terms.
Third Party Assumption: Third parties may assume responsibility for existing contracts, and they will strive to maintain services for current clients.
Optimal Marketing’s Right to Exit Contracts: In the event of closure or business changes, Optimal Marketing has the right to fully exit any contracts.
Transfer of Rights: In the event of business acquisition or merger, all rights and obligations under these Terms may be transferred to the acquiring or merging entity.
Business Continuity: In the event of Optimal Marketing’s acquisition or merger, every effort will be made to ensure the continuity of services and maintenance of client agreements.
Data and Client Information: In cases of business changes or closures, clients will have the option to retrieve their data and client information as per our data retrieval policies.

Communication with Clients

Notice of Changes: We will communicate changes to payment terms, business operations, or services through the contact information provided by clients. We will use the preferred method of communication specified in your account.
Communication Channels: We may use email, website announcements, and other means to communicate important information regarding payment terms, changes, and business operations.
Client Inquiries: We encourage clients to reach out to us with any questions or concerns related to payment terms, services, or other matters.
Automatic Communications: We may use automated communications, such as auto-dialer messages, SMS, and email, to communicate with clients.
Communication Monitoring: Clients are responsible for monitoring communication methods for any changes to payment terms, services, or other matters.
Communication Frequency: We will strive to limit communications to a reasonable frequency. However, we may need to communicate more frequently in certain situations.

Additional Terms

Force Majeure: Optimal Marketing is not liable for any failure to perform its obligations due to unforeseen circumstances beyond its control, including but not limited to acts of God, natural disasters, or government actions.
Governing Law: These Terms are governed by the laws of Missouri - St. Louis County. Any disputes arising from or related to these Terms shall be subject to the exclusive jurisdiction of the courts in Missouri - St. Louis County.
Entire Agreement: These Terms constitute the entire agreement between you and Optimal Marketing regarding the subject matter and supersede any prior agreements or understandings. This does not include any contractually binding agreements between you and Optimal Marketing. Please remember that these terms are provided as a template and should be reviewed and customized by a legal professional to ensure their compliance with applicable laws and regulations and to reflect the specific practices of your business.

Use of Our BrandKit

While we provide our logos, fonts, and other assets in the BrandKit for your use, there are certain restrictions you must adhere to:

Endorsement or Sponsorship: You may not use our name, logo, or other assets in a way that implies endorsement, sponsorship, or an association with Optimal Marketing LLC that does not exist. Any use of our assets should not mislead others about your relationship with Optimal Marketing LLC.
Creating Content: You may use our assets to create your own content, but this should not infringe on our rights or the rights of others. Any content created should be legal, ethical, and respectful.
Alterations: You may not alter our logos, fonts, or other assets in a way that distorts their appearance or meaning. They should be used as provided in the BrandKit.
Commercial Use: Unless explicitly agreed upon, you may not use our assets for commercial purposes. This includes selling our assets or using them in a way that generates revenue.
Rights Reserved: Optimal Marketing LLC reserves the right to determine what constitutes inappropriate or harmful use of our BrandKit and to take action accordingly, which may include revoking your right to use our assets.

Please note that these terms are subject to change, and it is your responsibility to review them regularly. If you have any questions about these terms or how to use our BrandKit, please contact us at Support@OptimalPros.com.

Changes to These Terms

We reserve the right to modify these Terms at any time. We will notify you of any changes by posting the new Terms on this page and updating the “Effective Date” at the top of this page. We encourage you to review this page periodically to stay informed about any changes.

If you have any questions about these Terms, please contact us at Support@OptimalPros.com.

Thank you for choosing Optimal Marketing LLC (“Optimal Marketing,” “Optimal Pros,” “The Agency,” “we,” “us,” or “our”). We are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, and protect your data when you visit our website or use our services on our root domain ”www.OptimalPros.com” or ”OptimalPros.com”. By accessing our website or utilizing our services, you consent to the practices described in this Privacy Policy.

Information We Collect

We collect the following types of information:

Personal Information: When you voluntarily provide it, we collect personal information such as your name, email address, and contact details. This information is essential for communication and providing our services.
Usage Data: We utilize analytics tools like Umami to gather data about your interactions with our website. This may include your IP address, browser type, device type, and other technical information. This helps us enhance the performance and user experience of our website.
Payment Information: If you make payments for our services, we may collect payment details, including credit card information. We utilize trusted payment processors, Stripe, Elavon, GoCardless, FatMerchant, and Stax to handle these transactions securely. Please review their respective privacy policies for more information on how they handle your data.
Firebase Services: We utilize Firebase services, including Realtime Database, Firestore, and Authentication. These services may collect and store information related to your interactions with our website and services. We may store a cookie for authentication purposes with Firebase.
Cookies and Similar Technologies: We use cookies and similar technologies to enhance your experience on our website, understand usage patterns, and improve our services.

Use of Information

We use the collected information for the following purposes:

Providing and improving our services and website.
Analyzing website usage to enhance user experience.
Communicating with you and responding to your inquiries.
Processing payments and delivering our services.
Protecting our rights and complying with legal obligations.
Marketing and promotional activities, where applicable.

We prioritize the security of your personal information and do not sell it to third parties. However, we may share information under these circumstances:

Service Providers: We may engage third-party service providers to assist us in operating our website and delivering our services. These providers are bound by confidentiality agreements and may only use your information for specified purposes.
Payment Processors: For payment processing, we partner with Stripe, Elavon, GoCardless, FatMerchant, and Stax. These processors have their own privacy policies outlining how they collect, use, and protect payment information.
Legal Requirements: We may disclose your information when required by law or in response to a valid legal process, or to protect our rights or the safety of others.
Business Transfers: In the event of a merger, acquisition, bankruptcy, dissolution, reorganization, or similar event, we may transfer any and all personal information we collect to the relevant third party. Not before notifying you of such transfer and giving you the opportunity to opt-out.

Your Choices

Cookies: You can adjust your browser settings to refuse cookies or receive notifications when cookies are sent. However, some features of our website may not function correctly without cookies.
Opt-Out: If you no longer wish to receive communications from us, you can opt-out by following the instructions provided in our emails or by directly contacting us.
Access, Correction, and Deletion: You have the right to access, correct, or delete your personal information held by us. To exercise these rights, please contact us.

Contact Us

For questions or concerns regarding this Privacy Policy or our practices, please contact us at support@OptimalPros.com.

Updates to this Policy

We may update this Privacy Policy periodically. Changes will be posted on this page, and the effective date will be indicated at the top of the policy. We encourage you to review this policy frequently to stay informed about how we are helping to protect the personal information we collect.

Terms of Service for Transactional Email and Notifications

1. Acceptance of Terms

By signing up with Optimal Marketing and allowing email communication, you agree to be bound by these Terms of Service for Transactional Email and Notifications. Please read these terms carefully before proceeding.

By using our services and providing your email address, you consent to receive the following types of communications:

Product Updates: You will receive emails informing you of updates, improvements, and new features related to our products and services.
Account Notifications: You will receive account-related emails such as password resets, account verification, and security alerts.
Verification Links: To ensure the security and integrity of your account, you may receive verification links via email.
Preferred Information Emails: You may receive additional information emails, including news about new products or services based on your preferences.

3. Opting Out

You can opt out of non-essential email communications at any time. However, please note that opting out of certain emails, such as account-related notifications, may impact your ability to use our services effectively.

You can opt-out by either replying with the words opt-out, clicking the unsubscribe link found in every email except notifications, or clicking the ‘manage email preferences’ link found in notification emails. You may also contact us directly.

4. Data Privacy

We take your privacy seriously. Please refer to our Privacy Policy for information on how we collect, use, and protect your data.

5. Modifications to Terms

Optimal Marketing reserves the right to modify these Terms of Service for Transactional Email and Notifications at any time. Any changes will be communicated to you via email or by posting a notice on our website.

6. Contact Us

If you have any questions or concerns about these terms or our email communications, please get in touch with us at Support@OptimalPros.com.

By continuing to use our services and receiving our emails, you acknowledge that you have read, understood, and agreed to these Terms of Service for Transactional Email and Notifications.

Privacy Policy for Sending Emails

This Privacy Policy explains how Optimal Marketing, with support contact at Support@OptimalPros.com**, collects, uses, discloses, and protects your personal information in connection with our email communication services. By using our services and providing your email address, you consent to the practices described in this policy.

1. Information We Collect

We may collect the following types of information for the purpose of sending emails:

Email Address: We collect your email address when you sign up for our services or subscribe to our email communications.
Communication Preferences: We may collect your preferences regarding the types of emails you wish to receive.

2. How We Use Your Information

We use your information for the following purposes:

**Sending Email Communications: We use your email address to send you emails related to product updates, account notifications, verification links, and preferred information emails based on your preferences.

3. Your Communication Preferences

You have the right to control the types of emails you receive from us. You can manage your communication preferences by adjusting your settings within your account or by contacting us at Support@OptimalPros.com.

4. Data Security

We take the security of your personal information seriously and employ reasonable security measures to protect it.

We do not sell or share your personal information with third parties for marketing purposes.

6. Changes to this Policy

We may update this Privacy Policy from time to time to reflect changes in our practices. Any updates will be communicated to you via email or by posting a notice on our website.

7. Contact Us

If you have any questions or concerns about this Privacy Policy or our email communications, please contact us at Support@OptimalPros.com**.

By continuing to use our services and receiving our emails, you acknowledge that you have read, understood, and agreed to this Privacy Policy for Sending Emails.

8. From Email Addresses

Optimal Marketing uses a variety of emails, but each email should be specific to your or it’s purpose. There are rare cases where you will receive a notification from a different email address.

Below is a list of verified Optimal Marketing Emails.

Support/Kelsey/Billing@optimalagencyleads.com

Support/Kelsey/Billing@optimalinsuranceleads.com

Support/Kelsey/Billing@optimalinsuranceagency.com

Support/Kelsey/Billing@optimalinsuranceads.com

Support/Kelsey/Billing@optimalmarketers.com

Support/Kelsey/Billing@optimalmarketingleads.com

Support/Kelsey/Billing@optimalmarketingteam.com

Support/Kelsey/Billing@optimalquotemachine.com

Support/Kelsey/Billing@optimalmarketingllc.com

Support/Kelsey/Billing@optimalmarketingpros.com