Policy center

The details of our partnership.

Commercial terms, delivery scope, privacy and quality policies, together in one place.

Last updated & effective: September 8, 2026

POLICY 01

Deliverable Scope: Leads vs. Booked Appointments

visibleloop operates as a high-leverage client acquisition engine delivering measurable commercial growth. Operational boundaries are strictly defined by the client's contracted tier:

visibleloop 10 • Qualified Leads Only

The deliverable strictly ends at qualified lead delivery into the client's webhook or CRM. visibleloop provides full audience identification, multi-channel capture, 7-point identity verification, and enrichment. The client's internal sales team assumes custody the moment the verified lead is delivered.

visibleloop 30 • Leads + Booked Appointments

The deliverable encompasses both qualified lead generation and autonomous AI Setter appointment booking. AI setters actively nurture, converse with, and convert qualified prospects directly into confirmed meetings on the client's sales calendar, eliminating manual SDR overhead.

Every delivered lead record and booked appointment must satisfy all seven mandatory checkpoints: (1) Verified real human identity, (2) Active telecom-pinged phone line and verified deliverable email, (3) Zero duplication against historical account records, (4) Strict ICP criteria match, (5) Strict geographic match, (6) Satisfaction of intake rules, and (7) Explicit commercial interest demonstrated through voluntary submission.

Contractual Covenant: visibleloop internal AI agents handle market research and proven funnel replication. Clients receive verified buyer calls and booked appointments without the latency or expense of manual media buyers.

POLICY 02

Retainer & Media Spend Funding Agreement

Client commercial relationships are governed by explicit monthly retainer commitments and mandatory separate advertising budgets:

Level 1 • visibleloop 10 (Qualified Leads • 1 Channel)

Monthly Retainer: $10,000 / month • Billed monthly • 3-Month Minimum Commitment ($30,000 total retainer commitment).

Mandatory Ad Spend: $10,000 / month funded separately by client across 1 selected channel.

Due Today at Intake: $10,000 (Month 1 Retainer). Total monthly capital required: $20,000 / month. Primary Commercial Outcome: Qualified Leads with Verified Buyer Leads.

Level 2 • visibleloop 30 (Qualified Leads and Booked Appointments • All 5 Channels + 24/7 AI Setters)

Monthly Retainer: $30,000 / month • Billed monthly • 3-Month Minimum Commitment ($90,000 total retainer commitment). Zero setup fee / zero down payment.

Mandatory Ad Spend: $30,000 / month funded separately by client across Google, Meta, Mobile, Email, and Social.

Due Today at Intake: $30,000 (Month 1 Retainer). Total monthly operating capital required: $60,000 / month. Primary Commercial Outcome: Qualified Leads and Booked Appointments with Confirmed Buyer Meetings.

Level 3 • Launch (Enterprise Commercial Market Launch)

Launch Plan: $30,000 strategy, architecture, and go-to-market blueprint fee.

Full Campaign Execution: $100,000 full-scale campaign deployment and autonomous agent fleet implementation.

Performance Revenue-Share: + 5% of gross sales generated during the launch campaign period.

Primary Commercial Outcome: End-to-end institutional market launch, custom AI agents, and enterprise revenue scaling.

Ad spend is paid directly to advertising platforms (Google Ads, Meta Ads Manager, telecom carrier aggregators, email distribution relays) or billed as a pass-through disbursement. Agency retainers cover autonomous AI systems, campaign strategy, creative assets, verification workflows, AI setters, and infrastructure execution.

POLICY 03

Privacy & Data Security Governance

visibleloop adheres to strict enterprise data protection standards under CCPA, GDPR, and international data privacy frameworks:

Zero Reselling Covenant: Leads generated for a client are 100% exclusive. visibleloop NEVER resells, co-brokers, distributes, or shares proprietary leads generated under your account with any other client or third party.
Encryption Standards: All data transmissions between client endpoints, AI operators, and intake forms are secured with 256-bit SSL/TLS encryption. Lead payloads at rest are encrypted using AES-256.
Access Control: Client portal access is restricted to authenticated account holders. Non-clients and unauthenticated traffic are permanently barred from viewing campaign performance logs, lead records, or AI chat logs.

POLICY 04

Master Terms of Service

By authorizing a retainer, accessing the client portal, or receiving lead records, client agrees to these Master Terms:

1. Client Obligations: Client agrees to supply accurate ICP specifications, target geography parameters, and prompt review of staged creative assets. Delays in client creative approvals do not extend or pause the monthly retainer cycle.

2. Intellectual Property: Client owns all delivered lead records in perpetuity upon successful retainer payment. visibleloop retains all proprietary rights, trade secrets, algorithms, and software code powering the autonomous lead acquisition engine.

3. Term & Cancellation: Following the completion of the mandatory 3-month commitment, retainers renew on a monthly rolling basis unless written termination notice is delivered 30 days prior to the subsequent billing cycle.

POLICY 05

Lead Quality Dispute & Replacement Protocol

We maintain absolute transparency through a formal dispute and replacement mechanism:

Qualifying Grounds for Replacement:

Disconnected or non-working telephone number at time of delivery.
Hard-bounced email address confirmed via SMTP server rejection.
Exact duplicate of a contact previously delivered under the client account.
Physical location verifiably outside the contracted target geography.

Submission SLA: Client must submit dispute notifications within seven (7) calendar days of lead delivery via the client portal or support desk. Validated invalid leads are credited or replaced within five (5) business days.

POLICY 06

Telecom, Anti-Spam & Regulatory Compliance

All acquisition activities comply rigorously with national and international communication standards:

CAN-SPAM & CASL Compliance: All email acquisition flows feature clear commercial disclosure, physical business postal address, and instantaneous opt-out processing.
TCPA & 10DLC Standards: SMS and mobile conversational qualifiers run strictly over registered 10DLC carrier routes with explicit prior consent logging and immediate STOP/UNSUBSCRIBE compliance.
Advertising Platform Standards: Creatives conform strictly to Google Ads Policy, Meta Advertising Standards, and commercial truth-in-advertising guidelines.