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Terms of Service & Client Agreement
LAST UPDATED: SEPTEMBER 16, 2026
Welcome to Core Metric. These Terms of Service ("Terms") govern your access to and use of the B2B client acquisition infrastructure, territory management, and outbound appointment-generation engine operated by Core Metric ("we," "us," or "our"). By completing checkout or engaging our services, you ("Client") agree to comply with and be bound by these Terms.
1. Technical Setup & Campaign Ramp
All client engagements commence with a mandatory Technical Setup & Domain Infrastructure ramp (Days 1–14). During this window, Core Metric provisions dedicated secondary sending domains, aligns SPF, DKIM, and DMARC security records, warms up dedicated mailboxes, hand-scrubs commercial facility lists, and prepares personalized territory diagnostics. Active outbound email waves deploy between Day 14 and Day 21.
2. Retainer Structure & Success Fees
Core Metric aligns incentives directly with client growth:
- Monthly Technical Retainer: Covers custom cold email infrastructure, domain management, ongoing mailbox monitoring, Apollo database enrichment, and manual facility scrubbing. Billed at $1,500/month for clients enrolled under the Founders Promotion, or $2,500/month under standard enrollment.
- Performance Success Fee: A fee of $300 is billed per verified, completed commercial facility walkthrough booked onto Client's calendar.
- Payment Authorization: Client authorizes Core Metric to automatically bill the credit card or payment method on file for monthly technical retainers and earned performance fees upon verified delivery.
3. Commercial Qualification Standard & Replacement Guarantee
We stand strictly behind the quality of our appointments. A "Qualified Commercial Walkthrough" is strictly defined as an appointment meeting all of the following criteria:
- Decision-Maker Authority: Director of Facilities, Director of Engineering, VP of Operations, General Manager, or Owner with maintenance contracting authority.
- Commercial Facility Asset: Property with commercial refrigeration or HVAC assets (hotels, cold storage, supermarket/grocery, restaurant groups, healthcare/food processing).
- Territory Match: Located within Client's agreed metropolitan market or service radius.
- Attendance: Decision-maker attends the scheduled call or on-site facility walkthrough.
The Replacement Guarantee: If a scheduled appointment fails any of the four qualification benchmarks or results in an unexcused no-show, the $300 performance fee is waived, and Core Metric replaces the appointment at zero additional charge. Technical monthly retainers cover fixed server and data infrastructure and are non-refundable.
4. Strict Territory Exclusivity & Founders Lifetime Rate Lock
To prevent market saturation and eliminate competitive conflicts:
- Single-Contractor Metro Exclusivity: Core Metric partners with strictly one (1) commercial refrigeration contractor per metropolitan market area. We will never run outreach for a competing contractor in your territory while your agreement is active.
- Founders Lifetime Rate Lock: Clients enrolled under the Founders Promotion ($1,500/month) retain this grandfathered rate for the life of their account, provided their subscription remains active and continuous.
- 14-Day Forfeiture Rule: If an account is paused, canceled, or enters payment default for fourteen (14) calendar days or more, both territory exclusivity and the grandfathered $1,500 rate are immediately forfeited and released to competing contractors on the regional waitlist. Any future re-engagement is subject to standard prevailing market rates ($2,500/month) and market availability.
5. Agreement Term & Day 60 Performance Exit Gate
Because commercial facility maintenance contracts operate on 30-to-60 day evaluation cycles, all initial engagements operate on an Initial Ninety (90) Day Agreement to provide necessary pipeline maturation runway.
Day 60 Performance Exit: If Core Metric has not delivered at least three (3) verified, qualified commercial facility walkthroughs onto Client's calendar by Day 60, Client has the right to terminate the agreement prior to Month 3 billing with zero penalty. If the threshold is satisfied, the agreement completes its 90-day term.
Following the initial 90-day term, the agreement converts to a standard month-to-month agreement, cancellable at any time with thirty (30) days written notice to questions@coremetricmarketing.com.
6. Client Responsibilities & Suppression Lists
To safeguard client relationships and brand reputation:
- Mandatory Suppression List: Client agrees to supply a list of current active customer domains or company names via the onboarding intake form within forty-eight (48) hours of enrollment to ensure existing relationships are permanently excluded from outreach.
- Timely Follow-Up: Client agrees to promptly conduct scheduled walkthroughs and submit written feedback on lead qualification within forty-eight (48) hours of each meeting.
7. Compliance & Legal Governance
Core Metric conducts all B2B communications in strict accordance with the FTC CAN-SPAM Act, including accurate header data, functional opt-out mechanisms, and postal address identification. These Terms are governed by the laws of the State of Wisconsin.