THE PROSPECTOR AGENCY

a trade name of 4176898 Canada Inc.

POLICIES AND PROCEDURES

How We Work With Your Business

A plain-language overview of how The Prospector Agency handles your data, runs your campaigns, and stands behind the results before you ever sign anything. This page is a summary; the full terms of our relationship are set out in the Client Engagement Agreement you'll sign before we begin work.

1. Our Services

Your next customer is probably already sitting in your database. The Prospector Agency goes to work finding them, turning old inquiries, missed follow-ups, and past customers back into booked appointments.

We call this Lead Recovery: AI-powered SMS and email campaigns that reconnect with contacts who never converted. Alongside that, we handle Response & Booking, once a dormant lead replies or shows interest, our AI system manages the back-and-forth, qualifies the prospect, and books the appointment directly onto your calendar, so your team isn't chasing replies.

Businesses that want to bring in brand new leads on top of their existing database can also add New Lead Generation, our management of paid ad campaigns (like Meta Ads), as a supplement. That's billed and scoped separately from your database work.

Our systems run on Amazon Web Services (AWS) infrastructure, so your data and campaigns are handled on secure, enterprise-grade servers.

2. The Proof Phase

Before you commit to an ongoing engagement, we run a Proof Phase: a seven-day trial on a sample of roughly 200 of your dormant contacts, for a minimal upfront fee. If you move forward with an ongoing engagement afterward, that fee is credited in full toward your first month.

This fee covers the real work behind the scenes — cleaning your data, building a custom AI workflow for your business, and running a live 7-day campaign. It's priced to cover our setup costs, not to generate a profit on the trial itself. Our actual investment is in what comes after: proving the system works so you'll want to continue.

The Proof Phase is a trial, not a commitment. You're free to walk away at the end of it, no further obligation either way. The 7-day clock starts once your database has been reviewed, prepared, and your campaign goes live — not on the day you sign our Client Engagement Agreement (see Section 3 for details).


3. How We Handle Your Data

Your contact database always belongs to you, it never becomes ours. To run your campaigns, we work with a copy of your data inside our system. When your engagement ends, that copy is permanently deleted from our system on request, with no backup retained.

● Your data is hosted on secure, enterprise-grade infrastructure (Amazon Web Services).

● Access is limited to the team members actively working on your account.

Getting your campaign started: Before your 7-day Proof Phase begins, we need time to receive, clean, and prepare your database so the campaign is set up correctly. The 7-day clock starts once this preparation is complete and your campaign goes live — not on the day you sign up.

Communication costs: Currently, we do not pass along the underlying costs of phone, SMS, or AI communication usage, these are included in your fee. We reserve the right to introduce a separate usage-based charge for this in the future, and we'll notify clients in advance of any such change.

4. Consent & Compliance

All campaigns we build include clear sender identification and a working unsubscribe option on every message, in line with Canada's Anti-Spam Legislation (CASL). Most of the leads we work with already qualify to be contacted, Canada's anti-spam law allows outreach to anyone who's inquired with or done business with you recently, which covers many dormant leads sitting in a contractor's database.

Any opt-out request is honoured immediately and permanently.

5. Billing & Payment

Proof Phase: A minimal upfront fee, due before the trial begins. Fully credited toward your first month if you continue.

Ongoing Engagement: Billed monthly in advance, at a rate tailored to your business and discussed during your consultation, with an initial 3-month minimum term. After the first 3 months, your engagement continues month-to-month with 30 days' notice to cancel. Clients converting from a Proof Phase pay no deposit, just your first invoice on your start date. Clients starting without a Proof Phase pay their first and last month upfront.

One-Time Campaign: A fixed fee covering a 30-day nurture campaign, invoiced upfront, for businesses that prefer a single project over an ongoing arrangement.

6. Communication You Can Expect

You'll get a status update at least once a week while your campaign is active, plus direct access to your point of contact for anything urgent in between.

7. Questions & Concerns

If anything about your campaign, billing, or data doesn't sit right with you, tell us. We log every concern the day it's raised and respond within three business days, sooner for anything urgent.

8. Confidentiality

Anything you share with us about your business, your numbers, your customer relationships, your internal process, stays between us.

9. Our Agreement

Every engagement — Proof Phase or ongoing — is governed by our signed Client Engagement Agreement, which sets out the full terms in detail. If anything on this page and the Agreement ever conflict, the signed Agreement governs.

10. Mandatory Non-Sharing Clause

No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

11. Mobile/SMS Data Collection Terms

Mobile Data & SMS Terms:

When you opt in to receive text messages from The Prospector Agency, we collect your phone number and consent preferences.

● Usage: We use this data solely to send you requested account updates, service information, and appointment reminders.

● Frequency: Message frequency varies based on your interactions.

● Opt-Out: You may opt out of receiving SMS communications at any time by replying STOP to any message. For assistance, reply HELP or email us at [email protected]. Standard message and data rates may apply.

12. Updates to This Page

We may update these policies as our services evolve. If anything, material changes for active clients, we'll let you know directly.

Questions about these policies?

The Prospector Agency

Email: [email protected]

Website: https://theprospectoragency.com