Welcome to Success Strategy by Design. These Terms & Conditions outline the guidelines and framework for your engagement with our services and website. They are designed to ensure a clear and mutually beneficial understanding between us, setting expectations and defining the responsibilities that govern our interactions and the use of our digital platforms.
We believe in fostering strong, transparent relationships, and these terms are a cornerstone of that commitment. By providing a clear roadmap, they help protect both your interests and ours, ensuring a fair, secure, and confident experience as you leverage our expertise. We encourage you to review these terms thoroughly, as your continued use of our services signifies your agreement to them.
TERMS & CONDITIONS
Last Updated: 11/2025
These Terms & Conditions (“Terms”) govern your use of:
The SuccessStrategy.Design website (“Site”)
The Broker Reputation Engine (“BRE”)
The Seller Readiness System (“SRS”)
Any related services, products, workflows, automation, integrations, or software
provided by Success Strategy By Design, LLC (“Company,” “we,” “our,” “us”).
By accessing our Site or using our SaaS products, you agree to these Terms.
If you do not agree, do not use our Site or services.
1. Acceptance of Terms
You acknowledge that you have read, understood, and agree to:
These Terms
Our Privacy Policy
Any product-specific addendums
Any required integration policies (Google, Deal Studio, email/SMS providers)
If you use our systems on behalf of a business or brokerage, you affirm you have authority to bind that entity.
2. Services Provided
Our services include, but are not limited to:
Broker Reputation Engine
Review request workflows
Review gating
Rating protection
Google review integrations
Referral follow-up campaigns
Deal Studio integrations
Seller Readiness System
Seller preparation funnels
Lead nurturing campaigns
Messaging workflows
Deal Studio integrations
These systems may be updated, improved, or modified at any time.
3. Website Use
You may use our Site for lawful purposes only.
You may not:
Violate any laws
Attempt unauthorized access
Harm the security or performance of the Site
Infringe intellectual property rights
Disrupt or abuse the Site in any way
We may suspend or terminate access at any time for violations.
4. Microsoft Clarity Integration (Website Analytics)
We use Microsoft Clarity to improve our Site and advertising.
By using the Site, you agree that Microsoft and our Company may collect and process usage data as outlined in our Privacy Policy.
5. SaaS Account Responsibilities
For BRE, SRS, and any related software:
You agree to:
Keep login credentials secure
Ensure only authorized users access your account
Maintain compliance with all associated third-party services
Use our systems ethically and lawfully
You may not:
Publish or request fake reviews
Attempt to manipulate Google’s review ecosystem
Share accounts externally
Scrape, duplicate, or reverse engineer our software
Spam contacts or violate email/SMS rules
Sell or sublicense access to any part of our systems
6. Pricing & Payment Terms
We may offer:
One-time setup fees
Recurring subscription fees
Usage fees
Platform-based discounts (including Deal Studio member pricing)
You authorize recurring charges until canceled.
All fees are non-refundable, unless otherwise required by law.
We may adjust pricing with reasonable notice.
7. No Free Trial
Because our products require custom installation, workflow configuration, and integration, free trials are not offered.
8. Data Collection & Privacy
We collect and process data necessary to:
Deliver the BRE and SRS systems
Power email/SMS workflows
Provide reputation monitoring and review gating
Improve performance
Maintain compliance
Operate the Site
This may include contact information, analytics data, and workflow usage.
We do not sell your data.
We use secure third-party processors.
Review our Privacy Policy for full details.
9. Third-Party Integrations
Our systems integrate with platforms such as:
Deal Studio
Google (reviews, profiles, business listings)
Email & SMS providers
CRM systems
Analytics tools
We are not responsible for:
Service outages
API changes
Policy shifts
Limitations imposed by third parties
You are responsible for maintaining access to these services.
10. Intellectual Property
All systems, content, workflows, funnels, design, code, documentation, and training materials are the property of Success Strategy By Design, LLC.
You receive a license to use, not ownership.
You may not copy, resell, reproduce, or distribute any part of our intellectual property.
11. Prohibited Use
You must not:
Encourage or submit fake reviews
Break Google’s review policies
Harass, threaten, or harm any user
Use the system to deceive buyers or sellers
Engage in fraudulent or unethical practices
Misuse SMS or email for spam
Attempt to bypass our systems or protections
Violation may result in immediate termination.
12. Termination
We may suspend or terminate:
Accounts in violation of these Terms
Users who abuse the system
Accounts with unpaid balances
Accounts requiring legal compliance actions
All fees paid prior to termination are non-refundable.
13. Disclaimer of Warranties
Our Site and SaaS products are provided “as is” and “as available.”
We do not guarantee:
Specific review counts
Specific Google ranking improvements
Listing opportunities
Referral volume
Platform uptime
SEO results
Performance of third-party integrations
Results depend on market conditions and user behavior.
14. Limitation of Liability
To the fullest extent permitted by law:
Success Strategy By Design, LLC is not liable for:
Lost revenue
Lost listings
Lost profits
Indirect or consequential damages
Business interruption
Loss of data
Our maximum liability is limited to the fees you paid in the last 12 months.
15. Indemnification
You agree to indemnify and hold us harmless against claims arising from:
Your misuse of our services
Your violation of these Terms
Your violation of laws or regulations
Your actions toward contacts or clients
Your content or data
16. Modifications to Terms
We may update these Terms at any time.
Changes take effect immediately upon posting.
Continued use of the Site or services constitutes acceptance.
17. Governing Law
These Terms are governed by the laws of Texas, without regard to conflict-of-law principles.
Disputes shall be resolved exclusively in the courts of Travis County, Texas.
18. Contact Information
Success Strategy By Design, LLC
5900 Balcones Drive, Suite 100
Austin, TX, 78731
Email: [email protected]

At Success Strategy by Design, we specialize in building systems that turn complex processes into simple, repeatable results. Our team has worked with brokers, advisors, and entrepreneurs to design funnels, automation, and client journeys that actually convert. Not just collect leads.
We believe the right strategy, paired with the right technology, is what separates brokers who constantly chase from those who consistently close. The Seller Readiness System is the next evolution of that mission: helping business brokers secure more listings by being the trusted advisor sellers remember when it’s time to exit.
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