Terms and conditions

By accessing or using the Services, including browsing our website, submitting a form, requesting an audit, booking a call, or communicating with us, you agree to these Terms and to our Privacy Policy, which is incorporated here by reference.

If you're using the Services on behalf of a business, you confirm that you're authorized to accept these Terms on its behalf. We may update these Terms from time to time, as described in Section 16.

Rootline Marketing LLC is an AI and marketing company based in Nevada, United States, working with local service businesses on a flat monthly fee. Our main product is an AI front desk: an assistant that answers the calls a business does not pick up, along with its web forms and chat, and books the job during the call. A second package adds outbound follow-up, reactivation and reviews. A third adds paid advertising on one channel, with the campaign landing page and conversion tracking that go with it. We also work with a small number of direct-to-consumer Shopify brands on an inbound and referral basis, under different commercial terms. Our website describes what we do, explains how the fees work, offers a free marketing audit, and lets you book a call with us.

The Services are intended for business owners and operators. By using them, you confirm that you're at least 18 years old, that you have the legal capacity to enter into these Terms, and that any information you give us is accurate and current.

The content on our website, including descriptions of our services, our packages and their published fees, the audit, any examples or figures, and the "Rootline method," is provided for general information. It is not professional advice, it is not a binding offer, and it does not create a contract between you and Rootline. Published fees are indicative and may change; the fee that applies to you is the one written into your signed agreement.

Requesting or receiving an audit does not create a monthly engagement. A monthly working relationship with Rootline begins only when both parties sign a separate written agreement (see Section 7). Nothing on the website changes, overrides, or adds to that agreement.

When you complete the application form on our audit page or book a call, you're asking us to consider working with you. Doing so doesn't obligate you or Rootline to enter into any engagement, and nothing is ever charged for an audit.

The form is a screen. The audit is free, and we may still decline to write one, or to work with you, for any reason. An audit is a day of work and Rootline is one person, so we say no to a fair number of requests, and we say it with a reason rather than by going quiet. The form asks whether you are willing to grant read only access to your advertising and analytics accounts. Section 6 covers that access. Declining it does not disqualify you.

An audit is our professional opinion based on the information you provide, the access you grant, and publicly available information at a point in time. It is not a guarantee of any result, and it is not legal, tax, or accounting advice. It is yours to keep and act on inside your business, including acting on recommendations that do not involve Rootline. It is provided for your internal use and may not be republished or resold.

You're responsible for the accuracy of the information you give us, and for your own business decisions.

The audit intake asks you to grant Rootline read only access to accounts you already control, typically your advertising accounts (for example Google Ads or Meta), your website analytics, and where relevant your call tracking or CRM. You may also send exports instead if you would rather not grant access.

• Read only means we can see the account and change nothing in it.
• Access is requested so that a launch can begin on day one if you go on to hire us. It is optional. Declining it changes what the audit can cover, not whether we will write one.
• You can revoke access at any time, directly in the platform, without telling us first.
• You confirm that you are entitled to grant the access you grant, and that doing so does not breach an agreement you have with anyone else.
• How we handle what we see in those accounts is described in our Privacy Policy.

If you become a monthly Rootline client, the engagement, including the scope of work, the fee, the term, account access, and each party's responsibilities, is governed entirely by the signed agreement between you and Rootline. The commercial shape of that agreement is described on our how it works page and summarised here for information only.

There are two sets of terms and they differ in every material respect. Which one applies depends on the package you are on, not on negotiation.

The AI packages: Front Desk and AI Operations.

• A one time setup fee, charged at signature. It is not refundable.
• A monthly subscription beginning on the day the service goes live, not the day you sign. You are not charged a monthly fee for a period in which the service is not answering.
• No minimum term. These packages are month to month.
• Cancel at any time, at least 7 days before your next billing date. There is no buyout and no notice period beyond that. A cancellation later than that takes effect from the following billing cycle rather than the current one.
• No refunds on a month that has started.
• Included voice minutes of 500 a month on Front Desk and 1000 on AI Operations. This is a fair use allowance rather than a hard cut off. Usage beyond it is billed the following month at $0.35 a minute.
• No advertising is included, and none is required.

The marketing package: Marketing Department.

• A one time setup fee charged at signature, plus a flat monthly fee. The fee written into your agreement is the one that applies.
• A 6 month minimum term, running from signature to the end of the sixth full calendar month.
• Billed monthly on the 1st. The first charge is taken at signature and is prorated to the days remaining in that month. Six full monthly charges follow it.
• Early exit by buyout. With 30 days written notice you may buy out the remainder of the term at 50% of the remaining monthly fees, paid on the normal monthly cycle. This is a buyout of a commitment you made, not a penalty.
• Renewal is offered, never automatic. There is no rolling renewal. If a new term is not agreed, the engagement ends at the end of the current one.
• Advertising spend is yours. Media is funded on your own payment card and paid direct to the advertising platforms. Rootline does not hold, invoice, mark up or pass through client media spend on any package.

On every package.

• Ownership. Where they exist for your engagement, the advertising account, the payment card on it, the conversion tracking, the leads and the campaign landing page domain are in your name from the start.
• You keep your telephone number. Rootline does not port, transfer or take ownership of a client telephone number. Where the AI assistant answers calls it does so by conditional call forwarding that you configure on your own line and can reverse yourself at any time without notifying us. Your number, your carrier and your carrier bill remain yours throughout.
• Calls are answered by an AI assistant, and it identifies itself as one. At the start of every call it answers, before the caller is asked anything, the assistant states that it is an AI assistant and that the call is recorded. Calls it answers are recorded and transcribed, and the recordings, transcripts and summaries are made available to you. How that data is handled is described in our Privacy Policy.
• Recording consent is yours to give, and the notice is ours to deliver. The telephone line is yours and you remain the controller of your callers’ information, so by engaging Rootline you authorise the recording of calls the assistant answers on your line and confirm you are entitled to do so. Rootline warrants that the notice described above is delivered on every call the assistant answers, and that it is retained inside the recording rather than removed from it. Several states require the consent of every party to a recorded call, so if you instruct us to disable the notice we will decline, and if you record calls yourself outside the assistant that is your own arrangement and not covered here.
• Recordings are your data. The recordings, transcripts and summaries of your calls belong to you, not to Rootline. We do not use them to train any AI model, we do not sell them, and we do not share them with anyone outside the service providers listed in our Privacy Policy. If the engagement ends, you can take them with you.
• No uptime guarantee. The assistant and the messaging layer depend on third party telecommunications carriers and software platforms that Rootline does not own or control. We do not warrant uninterrupted or error free operation and we do not offer a service level guarantee or availability credit on any package.
• Text messaging depends on carrier approval. Features delivered by SMS begin once the mobile carriers approve the registration for the number we provision for your business, which is outside our control and can take up to two weeks from signature. Until then the equivalent notifications are sent by email.
• No guaranteed outcome. Nothing on any package is a promise of a specific number of calls, bookings, appointments, jobs or revenue.

If anything in these Terms conflicts with a signed agreement, the signed agreement controls for that client relationship. These Terms continue to govern your use of our website and Services regardless.

If you provide your phone number and agree to be contacted, you consent to receive text messages from Rootline about your inquiry, your audit, a proposal, scheduling, your engagement with us, and related follow-up.

• Consent to receive text messages is not a condition of purchasing any product or service.
• Message frequency varies depending on your interaction with us.
• Message and data rates may apply, depending on your mobile carrier and plan.
• Reply STOP to any message to opt out. Reply HELP for help.
• Mobile carriers are not liable for delayed or undelivered messages.

How we handle the phone numbers and consent information you provide is explained in our Privacy Policy. We do not sell or share mobile phone numbers or SMS consent information with third parties for their marketing purposes.

When using the Services, you agree not to:

• Use the Services for any unlawful purpose, or in violation of these Terms
• Provide false, misleading, or fraudulent information, or impersonate any person or business
• Copy, scrape, harvest, crawl, or otherwise collect data from the website beyond normal browsing
• Attempt to gain unauthorized access to the website, its systems, or any related accounts
• Interfere with, disrupt, or place an unreasonable load on the website or its infrastructure
• Introduce malware, or any harmful or disruptive code
• Use the Services or their content to build, train, or operate a competing service, including any machine learning or generative AI model

The Services and everything in them, including text, design, graphics, layout, logos, the Rootline name and brand, the structure and format of our audits and deliverables, and the "Rootline method," are owned by Rootline Marketing LLC or its licensors and are protected by intellectual property laws. The findings inside an audit we write for you are yours to act on; the template, structure and method it is written in are not.

We grant you a limited, personal, non-transferable, revocable license to access and view the website for the purpose of evaluating our services. You may not copy, reproduce, republish, distribute, sell, or create derivative works from any part of the Services without our prior written permission. An audit we deliver is for your internal business use and may not be republished or resold.

If you send us feedback, ideas, or suggestions, you grant Rootline a perpetual, irrevocable, royalty-free right to use them for any purpose, with no obligation to you.

The Services link to and rely on third-party tools and websites, such as our booking calendar, our fit form, and social media platforms. We don't control those third parties and aren't responsible for their content, terms, availability, or practices. Your use of them is governed by their own terms and policies.

The Services are provided "as is" and "as available," without warranties of any kind, whether express or implied, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We don't warrant that the website will be uninterrupted, error-free, or secure.

No guarantee of results. Marketing and advertising performance depends on many factors outside our control, including platform algorithms, market conditions, your pricing, your operations, how quickly you respond to leads, your close rate, and consumer behavior. Nothing on the website, in an audit, or in our communications is a promise or guarantee of any specific number of leads, appointments, jobs, revenue, return on ad spend, or other outcome. We do not offer such guarantees on any package or at any price. Any examples or figures shown are illustrative only.

To the fullest extent permitted by law, Rootline Marketing LLC and its members, officers, and contractors will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, revenue, data, or goodwill, arising out of or relating to your use of the Services.

Our total liability for any claim arising out of or relating to the Services, other than a client engagement governed by a signed agreement, will not exceed one hundred U.S. dollars (USD 100). The audit is provided free of charge, so no fee has been paid to measure a larger sum against. Some jurisdictions don't allow certain limitations of liability, so some of these limitations may not apply to you.

For active monthly client engagements, the limitation of liability is governed by the signed agreement between you and Rootline, not by this section.

You agree to indemnify and hold harmless Rootline Marketing LLC and its members, officers, and contractors from and against any claims, losses, liabilities, and expenses (including reasonable legal fees) arising out of your misuse of the Services, your violation of these Terms, or your violation of any law or the rights of any third party.

These Terms are governed by the laws of the State of Nevada, United States, without regard to its conflict-of-law rules.

Before starting any formal proceeding, you agree to first contact us at sean@rootlinemarketing.com so we can try to resolve the matter informally. Any dispute that can't be resolved that way will be brought exclusively in the state or federal courts located in Clark County, Nevada, and you consent to the personal jurisdiction of those courts.

We may update these Terms from time to time. When we do, we'll change the "Last updated" date at the top of this page. If the changes are significant, we'll take reasonable steps to let you know. Your continued use of the Services after an update means you accept the revised Terms.

If any provision of these Terms is found to be unenforceable, the rest of the Terms stay in effect. Our failure to enforce any provision is not a waiver of it. You may not assign or transfer your rights under these Terms; we may assign ours in connection with a merger, acquisition, or sale of assets.

These Terms, together with our Privacy Policy, are the entire agreement between you and Rootline regarding your use of the website, the audit, and the Services, and replace any prior understanding on that subject. Section headings are for convenience only.

If you have questions about these Terms, contact us:

Rootline Marketing LLC
5725 S Valley View Blvd, PMB #787861
Las Vegas, NV 89118-3122
United States

Email: sean@rootlinemarketing.com
Web: rootlinemarketing.com