Terms of Service

1. Agreement to These Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you ("Client") and Aurelian Atelier ("we," "us," or "our"), a sole proprietor operation providing client communication infrastructure services for real estate professionals.

By booking a strategy call, making a payment, or engaging any of our services, you agree to be bound by these Terms in full. If you do not agree, do not proceed.

2. Who We Are and What We Do

Aurelian Atelier builds and manages done-for-you client communication infrastructure for real estate agents. We operate on your behalf — writing, sequencing, deploying, and optimising the communication systems that keep your client relationships active after a transaction closes.

We are not a general marketing agency. We do not run advertising campaigns, manage social media, or provide lead generation. Our work is exclusively focused on the relationship between you and your existing clients and contacts.

3. Services

The Post-Close Nurture System

A managed client communication infrastructure that activates following a closed transaction. Keeps past clients engaged through structured touchpoints — including milestone check-ins, market updates, equity communications, and natural referral prompts — over a 12-month cycle and beyond.

The Referral Engine System

A structured communication infrastructure built to convert your existing network into a consistent referral source. Includes new client onboarding flows, listing alert sequences, educational closing content, and referral activation sequences timed to relationship milestones.

Included in Both Services

• Full system build — written, sequenced, and configured during the setup phase
• One round of revisions included at setup — no additional charge
• Ongoing monthly management, performance monitoring, and system optimisation
• Monthly performance report delivered to you
• New systems and sequences added as the engagement matures

We reserve the right to introduce new service tiers or expand the scope of existing services. Any changes to the scope of your specific engagement will be confirmed with you in writing before implementation.

4. Fees, Billing, and Payment

Fee Structure

The monthly retainer does not begin until your setup is complete and your system is live. Your first retainer payment falls on the first day of the calendar month following your system go-live date. You will be notified of your first retainer due date at the time of delivery confirmation.

Payment Processing

Payments are processed via our current payment processor. We reserve the right to change payment processors with reasonable advance notice. By making a payment, you agree to the terms and privacy practices of the processor in use at the time of your transaction.

Failed or Late Payments

If a monthly retainer payment fails or is not received by the due date, the following process applies:

• Day 0 — Payment due date missed. We notify you by email immediately.
• Days 1–7 — Grace period. Full service continues. No action required beyond settling the payment.
• Day 8 — If payment remains outstanding, service is paused. All active sequences are suspended. No refund is issued for the suspended period.
• Days 8–28 — Account remains in suspended status. Payment can be made at any time to resume service immediately.
• Day 29 — If payment has not been received within 28 days of the original due date, the account is automatically terminated. The outstanding balance remains owed. The 60-day data retention and deletion clock begins from the date of termination.

5. Refund Policy

Setup Fee — Early Clients

For our initial client cohort, while we establish our service track record, the following applies to the $750 setup fee:

• If no usable deliverables are produced within the agreed timeframe: 100% refund
• If the system is delivered and you are unsatisfied before final sign-off: 80% refund
• After final delivery sign-off: No refund — work is complete and delivered

Setup Fee — Standard Terms

• Before work commences: 100% refund
• After work commences but before delivery: 80% refund
• After final delivery sign-off: No refund

Monthly Retainer

• Once work for the current billing month has commenced: Non-refundable
• Cancellation notice received before the next billing month begins: No charge for the following month
• A pro-rated refund may be issued at our sole discretion if cancellation is received before that month's work has begun

6. Intellectual Property

What Belongs to Aurelian Atelier

All communication frameworks, sequence structures, message templates, copy formats, system architectures, and workflow designs created by Aurelian Atelier remain our exclusive intellectual property — during and after your engagement, regardless of the instructions or input you provided during the creation process.

These assets may be reused, adapted, and deployed across other client engagements. Engaging our services does not transfer ownership of any framework, template, or system to you.

What Belongs to You

Your business name, branding, logo, images, market-specific information, contact data, and any identifying materials you provide remain yours at all times. We hold and use these solely to deliver your service. They are never reused for or shared with any other client — during or after your engagement.

Identity Stripping Before Reuse

When reusing frameworks for other clients, we remove all identifying information — your name, branding, market details, voice characteristics, and any element traceable to your business — before repurposing. Your identity is never carried into another client's system in any form.

No IP Transfer or Licensing

Communication systems built for your engagement are not available for purchase, transfer, or licensing as a standalone asset. Your engagement grants you the right to use the service while your subscription is active. This is not negotiable as a standard term. Any variation must be agreed in a separate written contract.

7. Data, Confidentiality, and Isolation

Each client's data is held in a strictly independent, isolated environment. No data from your account is visible to, accessible by, or able to influence any other client's system — under any circumstances.

What This Covers

• Your contact list — never cross-referenced with or shared across other accounts
• Your branding and identity assets — held in isolation, deleted after engagement ends
• Your business information — used only to represent you, never disclosed to third parties outside of service delivery
• Your contacts' personal data — processed solely to send communications on your behalf, never used for our own purposes

Full details of how we collect, store, use, and delete data are set out in our Privacy Policy, which forms part of this agreement.

8. Client Data — Provision, Accuracy, and Legal Responsibility

To deliver the service, Aurelian Atelier requires specific data and authorisations from you. This section defines exactly what is required, how it is used, and the full extent of your legal responsibility for the data you provide.

8.1 Data You Are Required to Provide

During onboarding, you are required to provide the following through our designated onboarding form or document collection process:

• Sending email address — the email address from which all client communications will be sent on your behalf
• Reply-to email address — the email address to which your clients' responses will be directed. This may be the same as the sending address or a separate address
• Contact list — the list of your past and current clients to whom communications will be sent, including their names and email addresses at minimum
• Business contact details — your business phone number and company address, used for identification and compliance purposes within communications
• Brand assets — your logo, icons, and any visual identity materials associated with your real estate business

All data must be submitted through the designated onboarding channel specified at the time of engagement. Data submitted through unofficial channels — including personal text messages, WhatsApp, or verbal communication — is not considered formally received and Aurelian Atelier bears no responsibility for data shared outside the designated process.

8.2 Email Sending Authorisation — Method A and Method B

To send communications on your behalf, Aurelian Atelier requires formal authorisation to use your sending email address. This is handled through one of two methods depending on your email setup:

Method A — Email Address Verification

Applicable when you use a Gmail, Outlook, or any non-domain email address as your sending address. Upon receiving your sending email address, Aurelian Atelier will initiate a verification request through our managed communication platform. A verification link will be sent to your email address. You are required to click that link to confirm authorisation.

• No password or login credentials are ever requested or required from you
• Clicking the verification link grants sending authorisation only — it does not give Aurelian Atelier any access to your inbox, account settings, or any other function of your email account
• You remain solely responsible for the security of your email account at all times
• If verification is not completed within 7 days of the request being sent, onboarding may be paused until verification is confirmed

Method B — Domain Authentication via DNS Records

Applicable when you use a custom domain email address (example: [email protected]). Domain authentication significantly improves deliverability and is the recommended standard method for all clients with a domain email address.

You will be provided with three DNS records — SPF, DKIM, and DMARC — generated by our managed communication platform. You are required to add these records to your domain's DNS settings. Aurelian Atelier will provide step-by-step instructions for doing so.

• Adding these records authorises our platform to send communications on behalf of your domain
• No password, login credentials, or administrative access to your domain registrar or hosting account is ever requested or required
• You remain the sole owner and administrator of your domain at all times
• Aurelian Atelier is not responsible for any DNS configuration errors made by you or your domain provider during this process
• If DNS records are not added within 14 days of being provided, onboarding may be paused until authentication is confirmed

8.3 Your Contact List — Legal Responsibility

By providing a contact list to Aurelian Atelier, you make the following legally binding representations and warranties:

• The contact list was compiled lawfully in the course of your legitimate real estate business activities
• Every individual on the list is a genuine past or current client, prospect, or contact with whom you have an established business relationship
• No individual on the list has formally opted out of, unsubscribed from, or otherwise objected to receiving commercial communications from you
• You have the full legal right to share this contact list with a third party for the purpose of sending communications on your behalf
• The contact list complies with all applicable data protection and electronic communication laws in your jurisdiction, including but not limited to CAN-SPAM (United States), CASL (Canada), GDPR (United Kingdom and European Union), and any applicable state or regional laws
• You have not purchased, scraped, borrowed, or otherwise obtained this contact list from any source other than your own direct business dealings

8.4 Data Accuracy — Your Sole Responsibility

You are solely and entirely responsible for the accuracy, completeness, and legitimacy of all data you provide to Aurelian Atelier. This includes but is not limited to:

• The accuracy of contact names and email addresses on your contact list
• The validity of the sending email address and its ownership by you
• The accuracy of your business name, phone number, and company address
• The ownership and licensing of any brand assets, logos, or images you provide
• The currency of your contact list — contacts who have since moved, passed away, or requested removal from your communications are your responsibility to exclude before submission

Aurelian Atelier does not verify, validate, or audit the data you provide. We use it as instructed. Any consequences — legal, reputational, regulatory, or financial — arising from inaccurate, incomplete, outdated, or unlawfully obtained data are your sole responsibility.

8.5 False or Misleading Data — Termination and Penalties

Providing false, misleading, fabricated, or unlawfully obtained data to Aurelian Atelier is a material breach of these Terms and will result in the following:

• Immediate termination of your service engagement with no notice period required
• No refund of any fees paid — setup fees and any retainer payments already collected are forfeited in full upon termination for cause
• A termination penalty equivalent to one month's retainer fee ($250 USD) will be immediately due and payable, representing the administrative cost of unwinding your account and the disruption caused to our operations
• Preservation of data — in the event of termination for cause, we reserve the right to retain relevant data beyond the standard 60-day deletion window where required for the purposes of a legal claim or regulatory investigation
• Right to report — where false data results in regulatory exposure, spam complaints, or legal action involving third parties, Aurelian Atelier reserves the right to cooperate fully with any investigation and to disclose your identity and the data you provided where legally required to do so

8.6 Ongoing Accuracy Obligation

Your responsibility for data accuracy does not end at onboarding. Throughout the engagement you are required to:

• Notify Aurelian Atelier promptly — within 5 business days — if any data previously provided becomes inaccurate, outdated, or invalid
• Provide updated contact lists when contacts are added, removing any individuals who have since opted out or requested no further contact
• Inform us immediately if you become aware of any legal, regulatory, or compliance issue affecting the data you have provided or the communications being sent on your behalf
• Update your business contact details, sending address, or brand assets if these change during the engagement

Failure to maintain ongoing accuracy — where that failure results in regulatory action, spam complaints, or harm to third parties — does not diminish your liability under Section 8.5. The termination and penalty provisions apply equally to ongoing inaccuracy as they do to initial false provision of data.

9. General Client Responsibilities

In addition to your obligations under Section 8, by engaging our services you confirm and agree to the following:

• You will review and approve all communication content before it is deployed to your contacts
• You will notify us promptly if any content needs to be paused, amended, or removed
• You will comply with all applicable laws governing electronic communications in your jurisdiction
• You will not instruct Aurelian Atelier to send any communication that is deceptive, harassing, unlawful, or in violation of any applicable regulation
• You accept full responsibility for the legal compliance of your contact list and the communications sent to it on your behalf

10. Exclusivity

Aurelian Atelier does not offer geographic or market exclusivity as a standard term. We may serve multiple real estate agents operating in the same area or market.

This does not affect your data. Regardless of how many agents we serve in a given market, your data, contact list, branding, and system remain fully isolated from all other client accounts. Serving another agent in your market does not give them access to or benefit from anything in your account.

Market exclusivity may be discussed and agreed as a separate written arrangement. Any exclusivity agreement must be confirmed in a signed written addendum to these Terms before it takes effect. Verbal discussions, strategy call conversations, or email exchanges do not constitute an exclusivity agreement.

11. Cancellation

How to Cancel

You may cancel your monthly retainer at any time by sending a written cancellation request to [email protected]. Cancellation takes effect at the end of the current billing month — you will not be charged for the following month.

What Happens After Cancellation

• All active communication sequences are paused immediately upon confirmed cancellation
• Your account data — contact list, branding assets, business information, and all identifying content — is retained for up to 60 days from your last active service date
• After 60 days, all data associated with your account is permanently and irrecoverably deleted
• On written request, we will provide a full export of your data before deletion
• Early deletion can be requested at any time — we will process it within 14 days

12. Limitation of Liability

Aurelian Atelier is not liable for:

• Business outcomes, revenue, referral volumes, or client retention results following delivery or operation of the system
• Technical failures, deliverability issues, or downtime caused by third-party communication or CRM platforms outside our direct control
• Any regulatory penalties, fines, or legal action arising from your contact list, your jurisdiction's communication laws, or the content you approved for distribution
• Any indirect, consequential, incidental, or punitive damages arising from use of our services

Our total liability to you under any circumstance is limited to the total fees paid by you in the 30 days immediately preceding the event giving rise to the claim.

13. Modifications to These Terms

We reserve the right to update these Terms at any time. Material changes will be communicated to active clients via email at least 14 days before they take effect. Continued use of our services after that date constitutes acceptance of the updated Terms. The current version is always available at aurelianatelier.com/terms.

14. Governing Law

These Terms are governed by the laws of the United States. Any disputes arising from these Terms or our services will first be addressed through good-faith written negotiation between the parties. If negotiation does not resolve the dispute within 30 days, it will be submitted to binding arbitration.

15. Contact

For any questions regarding these Terms:

Aurelian Atelier
[email protected]