Draft template. This document is a starting point adapted for Namari. Have it reviewed by a lawyer and complete the bracketed items (legal entity, governing law, contact) before public launch.

Terms of Service

Version 2026-07-08 · Effective 2026-07-08

1. Agreement to these terms

These Terms of Service (“Terms”) are a binding agreement between you and the company operating Namari (“Namari,” “we,” “us”), [NAMARI LEGAL ENTITY, e.g. Namari LLC]. By selecting a service, completing onboarding, accepting these Terms, or using our services (the “Services”), you agree to be bound by them. If you are agreeing on behalf of a company, you represent that you are authorized to bind that company (the “Client,” “you”).

2. The Services

Namari provides dedicated human agents who handle, qualify, and follow up on leads that you provide, and — depending on the service you select — book qualified meetings or work to close sales on your behalf. We offer two services:

  • Lead Handling for Sales: A dedicated agent works your leads and closes sales.
  • Lead Handling for Appointment Setting: A dedicated agent works your leads and books qualified meetings.

Agents are human. We do not guarantee any specific number of sales, meetings, revenue, or other outcome. Results depend on the quality and volume of the leads you provide, your offer, your pricing, and factors outside our control.

3. Accounts and access to your tools

To deliver the Services we need access to certain tools you use (such as your CRM, dialer, or calendar). Wherever possible, you will invite our designated user into your tools rather than share passwords. You are responsible for the access you grant and for revoking it if these Terms end. We will not request your passwords, and we do not store raw credentials; where a secret is unavoidable it is held by reference in a secured store, never in plain text.

4. Leads and when work begins

You must provide leads for us to work. If no leads are provided, work does not begin and no results-based charges accrue. Your Results-Based Start window begins on the date you first provide leads. You represent that you have the right to share the leads with us and that they were collected in compliance with applicable law (including consent and do-not-contact requirements). You are the controller of that data; we act on your instructions as described in Section 9.

5. Fees, the Results-Based Start, and billing authorization

Pricing depends on the service you select. There is no setup fee and no minimum commitment.

  • Lead Handling for Sales. Results-Based Start (first 7 days): 10% commission on closed sales only. After the start window: $100 / month per agent + 10% commission on closed sales.
  • Lead Handling for Appointment Setting. Results-Based Start (first 7 days): $50 per booked meeting only. After the start window: $100 / month per agent + $50 per booked meeting.

When you onboard, you authorize a payment card. Your card is not charged at signup — we place an authorization so that outcome-based amounts and, after the start window, recurring fees can be billed as they accrue. By accepting these Terms you authorize Namari and its payment processor (Stripe) to charge that card for fees you incur under these Terms. Amounts are in U.S. dollars unless stated otherwise and are exclusive of taxes, which are your responsibility. Late or failed payments may result in suspension of the Services.

What counts as a billable result

  • Booked meeting. A meeting is billable when it is scheduled into your calendar with a contactable prospect who meets the qualifying criteria you provided during onboarding. A meeting remains billable if the prospect does not attend (a “no-show”) or reschedules, because the work was performed — unless it falls under the exclusions below.
  • Closed sale. A sale is billable when your customer accepts your offer and commits to purchase, in the manner you define during onboarding (for example a signed agreement, paid deposit, or accepted quote). Commission is calculated on the gross sale value, excluding taxes, shipping, and refunds.
  • Not billable. Duplicate records of the same prospect; meetings with someone who clearly falls outside your stated qualifying criteria; meetings booked in error; and sales you can show did not result from our contact.
  • Verification. Results are logged by your agent and appear in your portal. Where we have access to your CRM or calendar, that system is the source of truth. You agree to keep those records reasonably up to date.
  • Disputes. If you believe a logged result is not billable, tell us within [7] days of it appearing in your portal. We will review it with you, and any result we agree was not billable will be removed and credited. Results not disputed within that window are treated as accepted.

6. Cancellation and term

You may cancel during the first 7 days at any time from your client portal, with no cancellation fee. After the start window, the Services continue on a month-to-month basis and you may cancel effective at the end of the then-current billing period. Fees and outcome-based amounts accrued before cancellation remain payable. We may suspend or terminate the Services for non-payment, breach of these Terms, or unlawful or abusive use.

7. Demo offering

We may make a demonstration version of the platform available so you can preview the onboarding flow, portal, and dashboard. The demo is provided for evaluation only, “as is,” may use sample data, does not process real payments, and creates no obligation on either party. Nothing entered in the demo is a live order for Services.

8. Your responsibilities

  • Provide accurate onboarding information, instructions, and business rules.
  • Provide leads you are legally permitted to contact, and keep your tool access working.
  • Comply with all laws applicable to your business, including telemarketing, consumer-protection, and privacy laws.
  • Not use the Services for any unlawful, deceptive, or prohibited purpose.

9. Data protection and confidentiality

Each party will protect the other’s confidential information and use it only to perform under these Terms. We process the personal data in your leads and tools solely to provide the Services and on your instructions, and we maintain reasonable technical and organizational safeguards. You are responsible for having a lawful basis to share that data with us. Our handling of personal data is further described in our Privacy Policy, and our processing of the personal data inside your lead lists is governed by our Data Processing Agreement.

10. Intellectual property

We retain all rights in the Namari platform, software, and materials. You retain all rights in your data, leads, and business materials. You grant us a limited license to use them only to provide the Services.

11. Disclaimers

The Services are provided on a commercially reasonable, “as is” and “as available” basis. To the fullest extent permitted by law, we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant any particular sales, revenue, meeting volume, or business result.

12. Limitation of liability

To the fullest extent permitted by law, neither party is liable for indirect, incidental, special, consequential, or punitive damages, or lost profits or revenue. Our total aggregate liability arising out of or relating to these Terms will not exceed the fees you paid to Namari in the [THREE (3)] months before the event giving rise to the claim.

13. Indemnification

You will defend and indemnify Namari against claims arising from the leads or data you provide, your use of the Services, or your breach of these Terms or of applicable law (including telemarketing and privacy law).

14. Changes to these terms

We may update these Terms from time to time. If we make material changes we will update the version and effective date above and, where appropriate, notify you. Your continued use of the Services after changes take effect constitutes acceptance.

15. Governing law and disputes

These Terms are governed by the laws of [GOVERNING LAW STATE/COUNTRY], without regard to conflict-of-laws rules. The parties submit to the exclusive jurisdiction of the courts located in [VENUE], except that either party may seek injunctive relief to protect its intellectual property or confidential information.

16. Contact

Questions about these Terms: [CONTACT EMAIL, e.g. legal@namari.com], [NAMARI LEGAL ENTITY AND ADDRESS].