Terms and Conditions

formerly Insta-Agent™

Thank you for purchasing BUILT, the premium backend setup offer available exclusively to Socially Sold clients. Please read these Terms and Conditions carefully before proceeding.

By purchasing BUILT, you agree to the terms outlined below, which form a binding agreement between you (“Client”) and Ashley Walker, owner of Hey Ashley Walker Coaching, Socially Sold, BUILT, and Assist CRM.

1. Eligibility & Requirements

BUILT is available only to clients who have previously enrolled in the Socially Sold program. By purchasing BUILT, you confirm that you are an active Socially Sold client.

2. CRM Compatibility

You may use BUILT with your own CRM platform, or you may opt to use Assist CRM, owned by Ashley Walker.

• While Assist CRM offers full functionality and native integration with all BUILT systems, you are NOT required to use Assist CRM.

• If you choose to use a third-party CRM, we will do our best to integrate your systems; however, we cannot guarantee compatibility with all platforms, especially if they do not integrate with Zapier or other key tools.

• BUILT is not responsible for functionality issues arising from incompatible CRMs.

3. Deliverables

The BUILT package includes the following done-for-you deliverables:

Step 1: Two Custom Lead Magnet Guides

• Professionally written and designed for your ideal client (up to 2 guides total).

Step 2: Instagram Pinned Post Strategy

• 3 professionally written and designed pinned posts tailored to funnel and convert.

Step 3: Link-in-Bio Funnel Setup

• Custom “Work With Us” form and funnel

• Custom lead magnet opt-in + 7-email nurture flow (60 days)

• Integrated meeting scheduler

• All links consolidated in one branded link-in-bio tool

Step 4: Custom Lead Capture Form Setup

• “Work With Me” form setup to capture leads directly into your CRM pipeline (Assist CRM users only).

Step 5: Lead Magnet Opt-In Pages

• Custom opt-in pages for both lead magnets with form capture and CRM integration (Assist CRM users only).

Step 6: 7-Email Nurture Sequence

• Branded, customized email flow that nurtures freebie leads for 60 days.

Step 7: 15-Email Long-Term Nurture Flow

• Branded email sequence for long-term follow-up with property inquiries or buyer/seller leads.

Step 8: ManyChat Funnel Setup

• 2 Lead Magnet comment funnels

• 1 “Book a Call” comment funnel

• Fully integrated with your CRM and IG (where supported)

Step 9: Zapier Integrations

• Full backend automation setup between your systems (Zapier-supported platforms only).

4. Timeline for Delivery

Once your BUILT Intake Form has been submitted back to our team, your setup will be completed within 30 days from that date.

• Please note: This timeline begins upon receipt of the completed intake form, not at the time of purchase.

• All communication during this process will be handled via email and our project platform. You are expected to provide any missing materials or assets requested in a timely manner to prevent project delays.

5. Revisions & Scope

Your BUILT project includes one (1) round of revisions on the following:

• All email sequences

• Lead magnet guides

• Marketing collateral and copy

Our professionally designed templates maintain their structure for maximum effectiveness. You can make micro revisions to fonts, copy, and branded images - but we don't redesign or reformat templates. This ensures you get a professional, proven product while still reflecting your personal brand.

All BUILT by Socially Sold deliverables are custom-built based on your specific business needs and brand guidelines. We offer up to 15 revisions to ensure your systems are exactly as you envisioned. Revision requests must be specific, actionable feedback from you - the client. We do not accept ChatGPT-generated revision requests or generic feedback. Every revision must come directly from you with clear direction on what needs to change.

Requests for revisions must be submitted within 7 business days of receiving your completed system. Additional revisions may be subject to an hourly fee or flat service charge.

6. Refund Policy & Expiration of Service

BUILT is a high-touch, custom service. Due to the digital nature and labor-intensive development of this offer, all sales are final. No refunds will be issued.

You must use your BUILT purchase within six (6) months of the purchase date. If the service is not initiated within this timeframe, the offer will expire, and no refund or credit will be provided.

7. Client Responsibilities

To ensure a smooth experience, you agree to:

• Submit your BUILT Intake Form in full

• Respond to communication and feedback requests in a timely manner (24 hour response time)

• Provide accurate branding assets (logo, colors, photos, etc.)

• Use the systems provided within your business in alignment with the tools specified

8. Off-Boarding Policy

If you don't schedule your off-boarding call within 7 days (after receiving the scheduling link from us) or miss your scheduled call, we'll send you a personalized Loom video by email with all your deliverables and instructions. This video completes our service obligations under this agreement.

Upon initiation of BUILT by Socially Sold services, the team will begin construction of the agreed-upon backend systems and deliverables. If the client fails to respond to communication, provide required access credentials, or otherwise engage with the project team for a period of 30 days or more from the project start date, the Socially Sold team reserves the right to complete and deliver the project based on information already provided and systems already in progress.

Upon the 30-day mark of non-engagement, the Socially Sold team will deliver whatever work has been completed at the time of the client's last point of contact. The client agrees that any deliverables completed and delivered under these circumstances will be considered final and will be delivered as constructed by the Socially Sold team. The client waives the right to request modifications, revisions, or additional customization based on non-responsiveness during the 30-day period.

9. Ownership & Usage Rights

You will retain full ownership of all assets, systems, guides, and funnels built for you. However:

• You may not reproduce, sell, or redistribute any of the assets or templates outside of your own real estate business.

• BUILT reserves the right to showcase portions of your project for portfolio or promotional purposes unless otherwise requested in writing.

10. Technical Limitations

We strive to create seamless automation and workflows. However, limitations may apply:

• Not all CRMs allow direct integration with Zapier or ManyChat.

• Some workflows may be limited or unavailable based on your selected tech stack.

We will notify you of any incompatibilities before proceeding with setup.

11. Communication Policy

All project updates, requests, and revisions will be managed via email and/or our project dashboard. Please allow up to 2 business days for replies.

12. Changes to Terms

These terms are subject to change at any time. The most current version will always be made available at the point of sale or upon request.

13. Contact Information

For support or questions, please email: [[email protected]]

For more about Assist CRM: [https://theassistcrm.com]

14. Fair Housing and Compliance Disclaimer

Fair Housing and Compliance Disclaimer

HeyAshleyWalker LLC, HeyAshleyWalker Coaching LLC, and the “Socially Sold” brand, together with their affiliates, related entities, officers, managers, employees, coaches, contractors, presenters, agents, and authorized personnel (collectively, the “Company”), provide general marketing, branding, advertising, business development, lead generation, communication, and client engagement education and training only. The Company does not provide real estate brokerage services, legal advice, compliance advice, fair housing determinations, regulatory guidance, or state-specific real estate instruction.

All course materials, including but not limited to, coaching sessions, master classes, webinars, live events, prerecorded content, downloadable materials, newsletters, emails, social media content, monthly memberships, promotional materials, Suzie bot, archie bot, and AI related features inside the Socially Sold course and related resources (collectively, the “Materials”) are intended solely for general marketing and business strategy purposes. The Materials are not intended to direct, influence, or encourage unlawful real estate practices and housing-related practices, including without limitation steering, discriminatory conduct, discriminatory client selection or representation practices, exclusionary practices, or violations of applicable fair housing laws.

All discussions regarding target audiences, ideal clients, niche branding, lead generation, customer avatars, Brand Archetypes, general marketing strategy discussions, general audience and branding discussions, or similar concepts are intended solely for lawful marketing and business strategy purposes and shall not be interpreted as encouraging or permitting discriminatory conduct or violations of applicable federal, state, or local fair housing or anti-discrimination laws.

Participants are solely responsible for ensuring that their advertising, communications, lead qualification methods, client interactions, business practices, and implementation of any strategies comply with all applicable federal, state, and local laws, regulations, ethical rules, MLS requirements, brokerage policies, licensing requirements, and fair housing obligations, including without limitation the federal Fair Housing Act and any comparable state or local laws. Company strongly encourages participants to consult with their supervising broker, brokerage compliance department, legal counsel, and applicable regulatory authorities regarding fair housing compliance and any state-specific legal, ethical, or regulatory obligations before implementing any strategy discussed or referenced in the Materials.

Participants acknowledge and agree that: (a) Company does not undertake to review, supervise, approve, or monitor participant advertising, communications, marketing campaigns, lead generation practices, or business activities for legal compliance; (b) any examples, hypotheticals, scripts, templates, targeting concepts, discussions, or strategies are illustrative educational concepts only and must be independently evaluated prior to implementation; and (c) participants assume all responsibility and liability for their own business practices, implementation decisions, advertising methods, communications, and compliance obligations. Participants shall not use the Materials for any unlawful, discriminatory, exclusionary, or otherwise noncompliant purpose.

To the fullest extent permitted by applicable law, participants agree to indemnify, defend, and hold harmless Company and its owners, officers, employees, contractors, affiliates, agents, presenters, licensors, and representatives from and against any claims, complaints, investigations, enforcement actions, liabilities, damages, losses, penalties, fines, costs, or expenses, including reasonable attorneys’ fees, arising out of or related to: (a) participant conduct or business practices; (b) participant implementation, misuse, or application of the Materials; or (c) participant violations or alleged violations of fair housing laws, advertising laws, licensing regulations, or other applicable legal requirements.

To the fullest extent permitted by law, Company shall not be liable for any indirect, incidental, consequential, special, exemplary, punitive, or similar damages arising out of or related to participant use of the Materials or services, regardless of the theory of liability asserted. Company reserves the discretionary right, but not the obligation, to suspend or terminate access to the Materials or services for conduct that Company reasonably believes may violate applicable law, fair housing requirements, platform policies, or these Terms and Conditions. Company shall have no duty to monitor participant conduct, advertising, communications, or business practices.

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