Thank You

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]

About Us

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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