Terms of Service

Updated 19 August 2026

These terms govern your use of the Chase Engine and any related services provided by Delegate and Done LLC, a limited liability company registered in Delaware, United States (“we”, “us”). By purchasing or using the service you agree to them.

1. What we provide

We install and operate an always-on follow-up layer between generated demand and closed revenue. Depending on your tier, this includes some or all of: rapid first response across connected channels, qualification and routing, appointment booking and no-show recovery, controlled reactivation, long-term nurture, and higher-touch follow-up strategy.

The service is delivered on third-party software that we configure and operate on your behalf. You are not purchasing the underlying software licence.

2. What we do not provide

3. Fees and billing

Recurring Chase Engine fees are stated on our website and charged monthly in advance via Stripe. A one-time product or separately scoped project is charged according to the checkout or written offer shown before purchase. There is no installation or setup fee unless a separate written offer expressly states otherwise. All amounts are in US dollars and exclusive of applicable taxes.

A recurring subscription renews automatically each month until cancelled. You may cancel at any time, effective at the end of your current billing period. There is no minimum term, notice period, or exit fee unless a separate written agreement says otherwise.

4. Refunds

Unless applicable law or a separate written offer requires otherwise, payments are non-refundable once the applicable service period or one-time work has begun. You may cancel a recurring subscription at any time to prevent the next renewal. We review documented billing errors and exceptional circumstances case by case.

5. Our operating commitments

These commitments describe how we operate. They are service standards, not guarantees of conversations, bookings, clients, or revenue. A separate written agreement may define additional scope or remedies.

  1. Clear onboarding target. We aim to configure the included Chase Engine components promptly after receiving the completed onboarding brief, required access, message approvals, and any necessary third-party approvals. We will tell you when a dependency changes the expected timing.
  2. Controlled Warm Sweep. Where Warm Sweep is included, we work only approved cohorts that meet the agreed fit, consent, recency, and prior-intent rules. We report what the available evidence supports and do not promise a minimum conversation or revenue result.
  3. You approve every message. No message is sent in your name that you have not read and approved.
  4. A defined component system. Every client receives the same core Chase Engine component architecture, configured to the responsibility level purchased and tuned to their voice.
  5. We tell you if you are not a fit before you pay, not after.
  6. Your data is yours. See section 7.
  7. We never name you without your written permission. See section 8.

6. Your responsibilities

You agree that:

Supplying non-consented contacts is grounds for immediate termination without refund and may put your sending reputation at risk.

7. Your data

Contacts, conversation history, and pipeline data belong to you. You may request a full export at any time, including when you cancel, and we will provide it in a standard format within seven days. We do not hold your data hostage and there is no fee to leave.

For the Found-Money Map, the raw CRM CSV is scheduled for deletion thirty days after the first successful delivery of the Map. We retain the normalized findings, customer report, delivery record, and fulfillment metadata needed to provide and document the service.

After cancellation of a recurring service, we retain the remaining service data for thirty days so you can request an export, then delete it unless you ask us to do so sooner or applicable law requires longer retention.

8. Confidentiality and publicity

We will not name you, display your logo, publish your results, or refer to you as a client in marketing without your prior written permission. This applies during and after our engagement.

Any conversation transcripts used as examples on our website are illustrative and constructed from our own message sequences. They are not client records.

9. Termination

You may cancel at any time. We may terminate this agreement with thirty days’ notice, or immediately if you breach section 6. On termination we will provide your data export and cease messaging in your name.

10. Limitation of liability

The service is provided on an “as is” basis. To the maximum extent permitted by law, our total liability arising out of or relating to this agreement is limited to the fees you paid us in the three months preceding the claim. We are not liable for indirect, incidental, or consequential losses, including lost profits or lost business opportunity.

We are not liable for outages, changes, or restrictions imposed by third-party platforms including Meta, mobile carriers, email providers, CRM providers, hosting platforms, or payment processors.

11. Changes to these terms

We may update these terms. If a change materially affects your rights we will email you at least thirty days before it takes effect. Continuing to use the service after that date constitutes acceptance.

12. Governing law

These terms are governed by the laws of the State of Maryland, United States, without regard to conflict of law principles. Any dispute will be brought in the state or federal courts located in Maryland.

13. Contact

Delegate and Done LLC
Baltimore, Maryland, United States
hello@delegatedone.com
(240) 370-4376

See also our Privacy Policy.