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Terms & Conditions

Web Apps, Plugins & Third-Party Software Integrations

Let’s set you up for seamless success. Ahead, we’ve mapped out all the deliverables for this project so you know what you’ll be receiving, a list of the brand assets that you’ll need to provide before we get started (see Client Responsibilities), phases and the revision process so you can plan accordingly! This ensures every project is a major success from the start.  

What's Included

We’re excited to get started! Here’s what you can expect from this project mapped out ahead:

  • A detailed breakdown of deliverables

  • Clear client responsibilities

  • Defined phases and timelines

  • Revision policies and billing terms

This ensures we’re all aligned—so your integration project runs smoothly from day one.

Scope of Work

Third-Party  Integrations Overview

We may recommend or assist with integrating third-party platforms like CRMs, marketing tools, calendars, plug-ins, or other web apps that best support your project goals.

Timeline & Complexity

Some integrations are simple. Others? A bit more complex. We do our best to estimate timelines accurately, but reserve the right to adjust if unexpected issues arise. We’ll always communicate any changes in writing before proceeding.

 

Communication & Client Responsibilities

To kick off on the right foot, you’ll need to provide the following within 7 days of the project start:

  • Admin login access to the Web App or platform

  • All required brand assets (we’ll let you know exactly what’s needed)

  • Disclosure of any brand requirements or industry-specific rules/regulations

Note: The official start date begins after we’ve received all the above items.

Security, Disclaimers & Liability

  • We take precautions to keep your data secure while integrating tools—but we don’t control how third-party platforms store or manage your information.

  • Please review each provider’s privacy policy. We do not guarantee the performance, uptime, or security of external platforms.

  • Visionary Advantages is not liable for third-party issues like outages, feature limitations, bugs, or data loss. Any such problems fall under the provider’s responsibility.

Billing & Refunds

Cost

The full cost of this one-time integration project—covering our services, setup time, admin, and any subcontractors—will be confirmed prior to kickoff. A checkout form will be sent for approval and payment.

Hourly Add-Ons

If your integration needs go beyond the standard scope, additional work will be quoted at $50/hour (or a custom flat rate). You’ll always receive notice before we begin any extra work.

Refund Policy

Because of the time and effort that goes into research, communication, troubleshooting, and setup—all work on third-party integrations is non-refundable.

Processes & Timeline Breakdown

To help you track where we are in your project and know what’s expected when, here’s a phase-by-phase breakdown of the integration set-up. This structure keeps everything on track so we can create magic without delay!

Phase Completion Process: Each phase is broken down to ensure we’re all on the same page and remain within our project’s goal timeline. Once a phase is complete, the projects within that phase and revision rounds are considered approved and completed. However, if change requests are made after they have already been approved and considered complete, the new revisions will be charged as a new scope of work. 

PHASE 1: Setup (Week 1)

Estimated Timeline: Week 1
Focus: Asset Collection & Platform Access

What Happens:

  • You submit brand assets, credentials, and requirements

  • Once complete, we begin integration setup

Client Deadlines:

Submit all brand assets within 7 days of checkout. 

PHASE 2: Tech Integration (Week 1-2)

Estimated Timeline: Weeks 1-2
Focus: Integration & Review

What Happens:

  • We integrate the software/tool

  • We send you a test link for review

  • You test and submit one round of revisions if needed

Client Deadlines:

  • Provide feedback within 3 business days of receiving the link(s) for review.
  • Client to approve integration set-up after any necessary revisions are made within 3 business days of receiving the updated links.*
  • Once this approval is provided, the integration phase and project are considered complete. Future maintenance or edits require a separate scope of work.
 
*Note: If no feedback is received within the 3-day revision window, the project will be considered approved and finalized. Any revision requests submitted after this timeframe will be treated as a new project and scoped accordingly.

REVISIONS & LATE REQUESTS

Revision Limits

    • This project includes 1 revision round, which must be requested within 3 business days of receiving the final link.

    • Additional revisions are billed at $50/hour.

    • Revisions do not roll over into future phases or projects.

    • Once a deliverable is approved, the project is considered complete. Any additional updates will require a new scope of work.

 

No Response Policy

  • If no feedback is received within the 3-day revision window, the deliverable will be considered approved and finalized.

  • Any revision requests submitted after that timeframe will be treated as a new project and scoped accordingly.

 

Ongoing Support

Our role includes initial setup and basic configuration only. Ongoing support, troubleshooting, or platform adjustments after the project ends are billed separately or handled under a maintenance agreement.

We are not responsible for future compatibility issues caused by third-party platform changes, updates, or deprecations after the project is complete.

All future updates, maintenance or edits for this integration project require a separate scope of work. 

SEE FULL TERMS & CONDITIONS PAGE

For additional legal terms — including but not limited to our Force Majeure clause, Cancellation & Refund Policy, limitation of liability, and other important provisions — please refer to our full Terms & Conditions at visionaryadvantages.com/legal.