Call Campaign Intake Form
Tell us about your company and the offering so your assigned caller can represent your opportunity accurately on every call.
All fields below are optional, but the more you can share, the more accurately your assigned caller will be able to represent your opportunity. Your responses are saved in your browser as you type and emailed to JAD Enterprises after you sign the service agreement.
We have received your completed caller questionnaire!
Your next steps are:
- •Send us any additional info on the company and/or the offering you would like your caller to review prior to making calls on your behalf.
- •Provide us with a domain email address with login info, something like invest@yourcompany.com.
- •Draft an email template to send to interested investors with highlights on the offering and any attachments you would like to send out after the calls are made and interest is established.
- •Schedule your introductory call with your caller to go over the offering and your expectations.
Ready to launch your campaign?
Review the service agreement and pay your first month to secure your caller. You can also do this later — a JAD representative will follow up by email.
Service Agreement
Your intake has already been submitted. Review and sign below to secure your caller and pay your first month.
JAD ENTERPRISES LLC — SERVICE AGREEMENT
Version 1.0 — Effective Date: Upon Digital Signature
IMPORTANT NOTICE: THIS AGREEMENT CONTAINS A BINDING ARBITRATION CLAUSE AND CLASS ACTION WAIVER IN SECTION 10 THAT AFFECT YOUR LEGAL RIGHTS. PLEASE READ CAREFULLY.
PARTIES
This Service Agreement ("Agreement") is entered into between:
Provider: JAD Enterprises LLC, a Texas limited liability company ("JAD Enterprises," "Provider," "we," "us," or "our"), with its principal place of business at 1402 S Custer RD STE 503, McKinney, TX 75072.
Client: The individual or entity identified during order submission ("Client," "Customer," "you," or "your").
By digitally signing this Agreement, placing an order, or using our Services, you acknowledge that you have read, understood, and agree to be bound by all terms and conditions set forth herein.
1. SERVICE DESCRIPTION
1.1 Overview
JAD Enterprises provides accredited investor lead lists and investor marketing services ("Services"). Services are provided on a business-to-business basis to investment firms, brokers, fund managers, and other professionals seeking to connect with accredited investors.
1.2 Investor Lead Lists
JAD Enterprises provides pre-qualified accredited investor lead data in the following categories:
Dialer Leads: Investor leads sourced from fronts and client lists, designed for teams utilizing a dialer system. Database regularly updated to remove invalid numbers and contacts. Priced at $0.05 to $0.25 per lead. Minimum order: 3,000 leads ($750).
Premium Leads: Broker-qualified investor leads that have been qualified for interest and liquidity while being pitched investment opportunities. Verified by our callers to eliminate bad numbers or prospects. Priced at $0.50 per lead. Minimum order: 1,500 leads ($750).
Real Time Leads: Voice-qualified investor leads verified by our in-house team. Investors are confirmed as accredited, liquid, and actively seeking new investment opportunities. Priced at $5.00 per lead. Minimum order: 150 leads ($750).
Lead data is sourced from multiple channels including social media advertising, broker-qualified fronts, client lists, and in-house phone verification. Provider does not guarantee the recency, age, or exclusivity of any lead beyond what is expressly stated on the order confirmation for that specific purchase. All lead lists include a time-limited exclusive as specified at the time of purchase before the data is reviewed and may be resold.
1.3 Marketing Services
JAD Enterprises provides the following marketing services, each subject to a separate scope of work discussed during consultation:
Call Campaign Service: Dedicated outbound callers working Monday through Friday, 40-hour weeks, qualifying investor prospects on Client's behalf. Includes leads, calling expenses, real-time Google Sheets reporting, and introductory emails to generated leads. Priced at $5,000 per month per caller.
Follow-Up Caller Service: Dedicated callers for follow-up calls, appointment setting, rescheduling, and prospect re-engagement. Priced at $2,500 per month per caller.
Social Media Campaign: Facebook and LinkedIn advertising campaigns targeting accredited investor audiences using Client's offering materials. Includes ad creation, audience targeting, lookalike audiences, and real-time lead delivery via Google Sheets. Priced at $5,000 per month minimum.
Full-Service Campaign: Comprehensive investor marketing combining Facebook/LinkedIn ads, email campaigns, outbound calling, follow-up calling, and appointment setting. Priced at $14,000 per month.
Voicemail Drops: Ringless voicemail drops to accredited investor lists using Client's recorded pitch. Priced at $0.07 to $0.12 per drop depending on volume. Minimum order: 5,000 drops ($600).
1.4 Service Limitations
The Services explicitly do NOT include:
- Guaranteed sales conversions, investor commitments, or any specific business results
- Guaranteed lead answer rates, contact rates, or response rates
- Legal, financial, or compliance advice of any kind
- SEC, FINRA, or state securities registration or filing
- Compliance review of Client's offering documents or marketing materials
Client acknowledges that: (a) lead quality and responsiveness may vary based on factors beyond Provider's control, including market conditions, the nature of Client's offering, and the age of the data; (b) marketing campaign results depend on Client's offering, materials, follow-through, and market conditions; (c) the Services are provided on an "as-is" and "as-available" basis.
2. PRICING AND PAYMENT
2.1 Lead List Orders
Lead list orders are priced per lead at the rates specified in Section 1.2. The minimum order for any lead type is $750. Orders are fulfilled upon receipt of payment.
2.2 Marketing Service Orders
Marketing service orders are billed monthly at the rates specified in Section 1.3. The first month's payment is due before services begin. Subsequent monthly payments are due on the anniversary of the service start date.
Marketing services require payment via ACH bank transfer. Lead list orders may be paid via credit card, debit card, or ACH bank transfer.
2.3 Delivery
Lead list orders are delivered within eight (8) hours of payment during business hours (Monday-Friday, 8 AM - 7 PM CST) via email in Microsoft Excel format. CSV and PDF formats are available upon request. Marketing campaign services launch within days of receiving Client's materials and first payment.
2.4 Payment Processing
All payments are processed through Stripe, Inc. ("Stripe"), a PCI-DSS compliant payment processor. Provider does not store or have access to Client's full credit card or bank account numbers. All payment data is handled exclusively by Stripe in a PCI-compliant environment.
2.5 Billing Descriptor
Charges will appear on Client's credit card or bank statement as "JAD Enterprises" or a substantially similar descriptor. Client may contact Provider at (214) 304-2168 with any questions about charges.
2.6 Receipts
Provider will send an email receipt to Client's registered email address after every payment. Receipts will be sent from info@jadenterprises.org.
3. REFUND AND REPLACEMENT POLICY
3.1 Lead List Orders — Replacement Guarantee
Provider stands by the quality of its lead data. "Bad Data" is defined exclusively as any of the following conditions verified at the time of delivery by Provider:
- Disconnected or invalid phone numbers
- Contacts no longer available at the provided number
- Deceased contacts
- Non-accredited investors (as represented to Provider's verification team)
- Duplicates from Client's prior orders with Provider (cross-referenced against Provider's internal records only)
- Contacts matching Client's provided suppression list (must be submitted to Provider before order fulfillment)
- Bounced email addresses (for email lead orders)
The following are explicitly NOT grounds for replacement:
- Leads that Client or Client's team has previously obtained from any other provider or source
- Leads that do not answer the phone or do not return calls
- Leads that decline Client's specific offering after contact
- Leads whose contact information was accurate at the time of delivery but subsequently changed
- Subjective dissatisfaction with lead quality, responsiveness, or conversion rates
If Client identifies Bad Data as defined above, Client shall return the specific records with brief notes detailing the issue. Provider will verify and replace qualifying records on a one-for-one basis at no additional cost. Provider's determination of whether a record qualifies as Bad Data is final.
3.2 Lead List Orders — No Cash Refunds
All lead list sales are final once delivered. Lead lists are digital goods and are non-refundable for cash. Qualifying records are replaced per the replacement guarantee in Section 3.1.
3.3 Marketing Services — No Refunds After Completion
Marketing services are non-refundable after completion of the service period due to labor and third-party costs incurred. If Client cancels before the service period is complete, Provider will refund unused days remaining on a pro-rata basis, provided the cancellation request is submitted in writing while service days remain.
3.4 Facebook/LinkedIn Campaign Leads
Leads generated through Facebook or LinkedIn advertising campaigns are not eligible for replacement or refund. These leads are user-submitted form data and their quality is beyond Provider's control.
3.5 Replacement Request Timeframe
All replacement requests must be submitted within thirty (30) days of lead delivery. Requests submitted after this period will not be processed.
4. ACCOUNT AND ORDER SECURITY
4.1 Provider reserves the right to verify Client's identity before processing any order, including requesting government-issued identification or business documentation.
4.2 Client is responsible for providing accurate contact information. Provider is not responsible for non-delivery resulting from incorrect information provided by Client.
4.3 Orders placed through Client's authenticated account, verified email, and recorded IP address are treated as authorized transactions by Client.
5. ACCEPTABLE USE
5.1 Lead lists and marketing services are provided exclusively for Client's own lawful business purposes related to connecting with accredited investors for legitimate investment opportunities.
5.2 Prohibited Activities. Client shall not:
- Resell, sublicense, redistribute, or share purchased lead data with any third party without Provider's prior written consent
- Use lead data or marketing services for illegal purposes, including fraud, threats, harassment, or any criminal activity
- Use lead data in violation of the TCPA, TSR, FCC regulations, Do-Not-Call regulations, or any other applicable law
- Misrepresent the nature, risks, or terms of Client's investment opportunity to prospects
- Upload leads obtained through unlawful means when using Provider's marketing services
5.3 CLIENT IS SOLELY AND EXCLUSIVELY RESPONSIBLE FOR ENSURING THAT CLIENT'S USE OF PURCHASED LEADS AND MARKETING SERVICES COMPLIES WITH ALL APPLICABLE FEDERAL, STATE, AND LOCAL LAWS AND REGULATIONS, INCLUDING BUT NOT LIMITED TO THE TCPA, TSR, FCC REGULATIONS, SEC REGULATIONS, FINRA RULES, STATE TELEMARKETING LAWS, AND DO-NOT-CALL REGULATIONS.
5.4 Violation of this policy may result in: (a) written warning, (b) refusal of future orders, (c) account termination, and/or (d) legal action.
6. INTELLECTUAL PROPERTY
6.1 Upon delivery and payment, Client receives a limited license to use purchased lead data for Client's own business purposes. Lead data is not sold exclusively unless explicitly stated. Lead lists may be resold by Provider after the exclusivity period expires.
6.2 Materials provided by Client for marketing campaigns remain the property of Client.
6.3 All components of Provider's business are and remain the exclusive property of Provider.
7. DISCLAIMERS AND LIMITATION OF LIABILITY
7.1 THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITH ALL FAULTS. PROVIDER MAKES NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY OF LEAD DATA, TITLE, OR NON-INFRINGEMENT.
7.2 PROVIDER DOES NOT GUARANTEE ANY SPECIFIC BUSINESS RESULTS FROM THE USE OF PURCHASED LEADS OR MARKETING SERVICES.
7.3 TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, PROVIDER'S TOTAL AGGREGATE LIABILITY SHALL NOT EXCEED THE TOTAL AMOUNT PAID BY CLIENT IN THE THIRTY (30) DAYS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
7.4 IN NO EVENT SHALL PROVIDER BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES.
7.5 Provider shall not be liable for failures resulting from causes beyond Provider's reasonable control (force majeure).
8. INDEMNIFICATION
Client agrees to indemnify, defend, and hold harmless JAD Enterprises LLC, its officers, directors, members, employees, agents, and affiliates from and against any and all claims, liabilities, damages, losses, costs, and expenses arising out of or in connection with: (a) Client's use of purchased leads or marketing services; (b) Client's violation of this Agreement or any applicable law; (c) any third-party claims arising from calls, emails, or marketing made using Provider's leads or services; (d) any misrepresentation made by Client; and (e) Client's use of funds received from investors contacted through Provider's leads or services.
9. DATA AND PRIVACY
9.1 By using the Services, Client consents to Provider's collection and storage of: contact information, IP address and device identifiers, payment transaction records, order history, digital signature records, and communications.
9.2 Client's data will not be shared with third parties except to provide the Services, respond to disputes or legal proceedings, comply with law, or protect Provider's rights.
9.3 Provider retains all records for a minimum of thirty-six (36) months.
9.4 Provider's Privacy Policy at jadenterprises.org/privacy-policy is incorporated by reference.
10. DISPUTE RESOLUTION AND ARBITRATION
10.1 Pre-Chargeback Contact Requirement. BEFORE INITIATING ANY CHARGEBACK, PAYMENT DISPUTE, OR BANK INQUIRY, CLIENT MUST FIRST CONTACT PROVIDER DIRECTLY. Email: info@jadenterprises.org | Phone: (214) 304-2168. Provider commits to responding within two (2) business days. Filing a chargeback without first contacting Provider constitutes a breach of this Agreement.
10.2 Chargeback consequences include: (a) refusal of future orders; (b) recovery of disputed amount plus processor fees; (c) $50 administrative fee per occurrence; (d) referral to collections after 60 days.
10.3 Parties shall attempt informal resolution for thirty (30) days before formal proceedings.
10.4 Unresolved disputes shall be settled by binding arbitration administered by the AAA under its Consumer Arbitration Rules, in the State of Texas.
10.5 CLASS ACTION WAIVER. EACH PARTY MAY BRING CLAIMS ONLY IN AN INDIVIDUAL CAPACITY, NOT AS A CLASS MEMBER IN ANY CLASS, COLLECTIVE, OR REPRESENTATIVE PROCEEDING.
10.6 Either party may bring individual actions in Texas small claims court for claims up to $20,000.
10.7 For claims under $10,000, Provider pays all arbitration filing fees.
10.8 This Agreement is governed by the laws of the State of Texas.
11. MODIFICATIONS
Provider may modify this Agreement with thirty (30) days advance notice for material changes. Each version is archived with a unique version identifier recorded in Client's signature record.
12. GENERAL PROVISIONS
Severability, entire agreement, no waiver, no assignment by Client, notices via email, and independent contractor relationship provisions apply. See full contract document for complete terms.
13. CONTACT INFORMATION
JAD Enterprises LLC
1402 S Custer RD STE 503, McKinney, TX 75072
Email: info@jadenterprises.org | Phone: (214) 304-2168
Contract Version: 1.0 · Your IP address and timestamp will be recorded