The Slate Method delivers a fully custom, done-for-you CRM system built specifically around your voice, your contacts, and your business. Because significant work begins immediately upon payment, our refund policy reflects the nature of the service. Please read this policy in full before purchasing.
At a Glance
The Setup Fee
The one-time setup fee covers the complete four-week build of your GoHighLevel CRM system, including account configuration, 58 custom emails written in your voice, five automations, landing pages, pipeline stages, and calendar setup. This work is custom and non-transferable.
Work begins within one business day of payment. Accordingly, the setup fee is non-refundable once the engagement has commenced.
Not sure if this is the right fit? We encourage you to book a discovery call before purchasing. We would rather have a conversation than have you start a project that is not right for you. The call is free and there is no commitment.
If you choose not to proceed before any work has begun, please contact us immediately and we will review your situation on a case-by-case basis.
The Monthly Retainer
The monthly management retainer is billed on a recurring monthly basis. You may cancel your retainer at any time by contacting us directly at [email protected] or by calling 509-294-4570.
Cancellations take effect at the end of your current billing period. You will retain access to your account and all active services through the end of the paid period.
No refunds or credits are issued for partial months.
The retainer requires a minimum three-month commitment from the go-live date of your build. Early cancellation within the first three months may result in a cancellation fee as outlined in your Service Agreement.
Your Account After Cancellation
When your retainer is cancelled, your GoHighLevel account will transition to a platform-access-only arrangement, or it may be transferred to your own GoHighLevel account at your request. Details of your post-cancellation options will be communicated during the offboarding process.
All emails, automations, contacts, and system components built during your engagement belong to you and will remain accessible in your account.
Exceptions and Disputes
We stand behind the quality of our work. If you believe there has been a material failure to deliver the services described in your Service Agreement, please contact us directly so we can address it. We are committed to resolving issues in good faith before any formal dispute process is initiated.
Please contact us before filing a dispute. Chargebacks or payment disputes initiated without first contacting us will be contested. By purchasing, you agree to contact us at [email protected] before filing a dispute with your payment provider.