Refund Policy

Effective Date: September 28, 2026

At LevelUp Sales Elite, we provide digital software, automation services, prospect-delivery services, setup services, and related sales-support tools designed to help sales professionals manage opportunities, improve follow-up, and build a more consistent sales pipeline.

Because our products and services may involve immediate digital access, account provisioning, automation setup, third-party usage costs, prospect allocation, and digital information that cannot be returned once delivered, ALL SALES ARE FINAL except where otherwise required by applicable law.

1. All Sales Are Final

All purchases, subscription payments, renewals, setup fees, activation fees, Prospect Delivery purchases, usage-based charges, and other payments made to LevelUp Sales Elite are final and non-refundable once processed, except where applicable law requires otherwise or where LevelUp determines that a verified billing error has occurred.

Customers should review the applicable offer, subscription, allocation, and billing terms before completing a purchase.

2. Recurring Subscriptions

LevelUp products and services may be offered through recurring subscriptions.

Recurring subscriptions renew according to the billing frequency selected or disclosed at the time of purchase unless canceled before the next renewal.

Cancellation prevents future renewal charges but does not normally create a refund, prorated refund, or credit for a billing period that has already begun.

Where applicable, access may continue through the remainder of the paid billing period.

Failure to use the service, log in, complete onboarding, activate available features, or otherwise take advantage of the service does not create a right to a refund.

14-Day Sales Command Center Trial

If an eligible customer is offered a 14-day free trial, it begins at enrollment and applies only to the recurring $97/month LevelUp Sales Command Center subscription fee. No Sales Command Center subscription fee is charged during those 14 days. Unless the customer cancels before the trial expires, the subscription automatically converts to a paid subscription, the payment method provided at enrollment is charged $97 at the end of the trial, and the subscription renews monthly until canceled. Prospect Delivery and other separately billed products are not included unless the specific offer expressly says so.

Any applicable one-time setup, activation, onboarding, configuration, implementation, telephony, integration, or similar fee disclosed with the offer is separate from the trial and charged immediately at enrollment. It may cover account creation, provisioning, CRM or automation configuration, integrations, communication services, onboarding administration, technical preparation, or implementation resources, as applicable to the purchased services. The fee is non-refundable once charged, except where required by applicable law or to correct a verified billing error. Canceling during the 14-day trial avoids the first $97 subscription charge but does not entitle the customer to reimbursement of the one-time fee. Cancellation stops future recurring charges; it does not automatically refund the setup fee, previously incurred fees, or subscription periods already billed.

3. Prospect Delivery

LevelUp Prospect Delivery is a digital prospect-delivery service.

Prospect purchases or allocations are final once the applicable purchase, billing period, or allocation has begun.

Because prospect information is digital, time-sensitive, and cannot be returned after it has been allocated or delivered, Prospect Delivery purchases are non-refundable.

Purchasing prospects does not guarantee:

•  appointments

•  responses

•  contact rates

•  sales

•  revenue

•  closing percentages

•  commissions

•  customer interest

•  customer eligibility

•  return on investment

•  any particular business result

A prospect represents an opportunity for outreach and follow-up. It is not a guaranteed appointment or sale.

4. Prospect Data Quality

If a delivered prospect contains a clear and verifiable data problem, LevelUp may, at its sole discretion, provide a replacement prospect or account credit.

Examples may include:

•  an obvious duplicate within the applicable delivery period

•  materially incomplete contact information

•  clearly invalid contact information

•  a record that materially fails to meet the stated delivery criteria

A prospect is NOT considered defective solely because:

•  the prospect does not answer

•  the prospect does not respond

•  the prospect cannot immediately be reached

•  the prospect changes their mind

•  the prospect says they are not interested

•  the prospect does not schedule an appointment

•  the prospect does not make a purchase

•  the sales representative does not close the opportunity

•  another company has contacted the prospect

•  the prospect's timing, budget, needs, or circumstances change

Requests regarding prospect-data quality should be submitted promptly after delivery and should include enough information for LevelUp to investigate.

When appropriate, LevelUp may provide a replacement prospect or account credit rather than a cash refund.

5. Setup, Activation, Implementation, and Onboarding Fees

Any setup, activation, configuration, onboarding, implementation, telephony, AI, SMS, voice, chatbot, integration, or similar service fee is final and non-refundable once payment is processed or work has begun.

These services may include:

•  account configuration

•  software provisioning

•  phone-number setup

•  automation configuration

•  workflow setup

•  AI configuration

•  messaging setup

•  integrations

•  onboarding assistance

•  technical implementation

Because these services may require customer-specific work and third-party resources, the associated charges are non-refundable.

6. Third-Party and Usage-Based Charges

Certain LevelUp features may involve third-party or usage-based charges.

These may include, without limitation:

•  SMS

•  telephone calls

•  phone numbers

•  email delivery

•  AI usage

•  data services

•  prospect data

•  premium workflow actions

•  integrations

•  other metered or third-party services

Charges that have already been incurred or allocated are final and non-refundable except where applicable law requires otherwise.

7. Subscription Renewals

Customers are responsible for canceling recurring services before the next billing date if they do not wish to continue.

LevelUp does not provide refunds solely because a customer:

•  forgot to cancel

•  did not use the service

•  stopped using the service during a billing period

•  failed to complete onboarding

•  no longer needs the service

•  changed employers

•  changed businesses

•  changed industries

•  changed sales positions

•  did not achieve their desired results

Verified billing errors will be reviewed separately.

8. Plan Changes and Prospect Allocation Changes

Customers may have the ability to change subscription plans, services, or Prospect Delivery allocations.

Plan changes become effective according to the terms shown or communicated at the time of the change.

Once a new billing period, service level, or prospect allocation has begun, the corresponding charge is final and non-refundable.

Any discretionary account credit or adjustment does not create an obligation for LevelUp to provide similar treatment in another situation.

9. Duplicate Charges and Billing Errors

If a customer believes they were charged more than once for the same transaction or that a genuine billing error occurred, they should contact LevelUp promptly.

Verified duplicate charges or billing errors caused by LevelUp will be corrected.

Correction of a billing error is different from a refund request based on dissatisfaction, lack of usage, sales performance, or business results.

10. No Guarantee of Sales Results

LevelUp provides technology, software, automation, prospect information, systems, education, and sales-support resources.

LevelUp does not guarantee any particular:

•  closing rate

•  appointment rate

•  contact rate

•  income level

•  sales volume

•  commission amount

•  revenue increase

•  return on investment

•  customer acquisition result

•  professional ranking

•  sales-performance result

Results depend on many factors outside LevelUp's control, including sales ability, follow-up, market conditions, pricing, territory, company policies, offer quality, customer behavior, economic conditions, and individual effort.

Failure to achieve a desired business result does not create a right to a refund.

11. Promotional, Discounted, or Special Offers

Promotional, discounted, introductory, trial, coupon, bundled, or special offers may contain additional terms disclosed with the specific offer.

Unless expressly stated otherwise in writing, payments made under promotional or special offers remain subject to this All Sales Final Refund Policy.

Customers are responsible for canceling recurring services before the applicable renewal date if they do not wish to continue.

12. Chargebacks and Payment Disputes

Customers are encouraged to contact LevelUp first if they believe a billing error has occurred.

Initiating a chargeback does not automatically establish that a charge was improper.

LevelUp reserves the right to provide payment processors, banks, card issuers, and other relevant parties with documentation regarding:

•  account creation

•  purchase authorization

•  subscription enrollment

•  acceptance of applicable terms

•  platform access

•  product or service delivery

•  prospect delivery

•  usage records

•  communications

•  billing history

•  cancellation history

LevelUp may suspend or terminate services associated with an unresolved payment dispute to the extent permitted by applicable law.

13. Exceptional Circumstances

Nothing in this policy prevents LevelUp from voluntarily providing a replacement prospect, account credit, billing adjustment, service accommodation, or other resolution when LevelUp determines that unusual circumstances justify doing so.

Any such accommodation is provided solely at LevelUp's discretion.

Providing an exception in one situation does not establish a precedent, create an ongoing obligation, or modify this policy for future transactions.

14. Legal Rights

Nothing in this Refund Policy limits any non-waivable rights or remedies available under applicable law.

Where applicable law conflicts with this policy, applicable law will control.

15. Contact Us

Questions regarding billing, cancellations, prospect-quality concerns, or payment issues should be directed to:

LevelUp Sales Elite
Email: [email protected]
Website: levelup-saleselite.com

Customers should include their name, business name if applicable, account email address, date of charge, and a brief description of the issue so LevelUp can investigate efficiently.