Lead Generation Service Terms · 2026 Edition
Verve Care Partners Lead Program Terms
Senior Care Lead Program — Service Agreement
This Agreement sets out exactly what you receive, how leads are delivered and replaced, what is included in the service fee, and the basic terms governing our working relationship. By submitting payment, you confirm you have read and accepted these terms.
What You Get
We run a fully managed lead-generation program that delivers high-intent prospects searching for senior care in your defined service area.
1.1 Exclusive Leads
- 100% exclusive. Every lead is yours alone. We do not resell or multi-sell leads delivered to your account to any other senior care provider during any active engagement.
- Geographic match. Leads originate from the service area you and Verve agree upon in writing before campaign launch.
- Adult-child & senior focus. Campaigns are targeted to the “Sandwich Generation” researching care for a parent or spouse, and to seniors researching for themselves.
- Lead types covered. This Agreement applies to all senior care lead categories Verve markets, including (but not limited to) independent living, assisted living, memory care, in-home care, residential care homes, and continuing care retirement communities. The specific care type(s) targeted in client’s campaign are confirmed at the time of purchase and during onboarding.
1.2 How Leads Are Generated
- Multi-channel strategy. We run cross-platform paid campaigns across Google, YouTube, TikTok, and Meta as appropriate. Recommended service-area population is 500K–1M+ for optimal performance.
- Lead magnet & qualifying funnel. Prospects enter our funnel through a niche-specific lead magnet (such as a market guide, decision guide, comparison tool, or similar resource) tailored to client’s geographic market and care category. The specific lead magnet, funnel format, and qualifying quiz design may change from time to time as Verve optimizes for performance; in all cases, the funnel is purpose-built for the senior care niche and produces leads meeting the standard in Section 2.
- Qualifying quiz. Each lead completes 3–5 qualifying questions covering situation, timeline, and level of need. Questions are tuned regularly to maintain completion rates.
- PIN-verified phone. Leads must enter a one-time code sent to their mobile device. This confirms the phone number is active and reachable at the moment of submission.
1.3 Real-Time Delivery
Leads appear instantly in a private shared Google Sheet (or your preferred CRM endpoint, if integration is agreed in writing) the moment the quiz is completed.
Lead Quality Standard & Replacement Policy
We stand behind every lead we deliver. The standard below defines what qualifies as a valid, billable lead and how replacements are handled.
2.1 A Valid Lead Meets All of the Following
- All quiz fields completed.
- Phone number PIN-verified at the time of submission.
- Lead resides within the agreed service area.
- Lead has indicated interest in senior care options by voluntarily completing the multi-step funnel.
2.2 Replacement Window
2 business day reporting window. If a delivered lead fails to meet the standard above, report it to support@vervesolutions.com within 2 business days of delivery. We will add a replacement lead to your total at no additional cost. Leads delivered on Friday, Saturday, or Sunday are treated as delivered Monday for the purpose of this window. Reports submitted after the window expires are reviewed at Verve’s discretion and are not guaranteed for replacement.
2.3 What Qualifies for Replacement
- Phone number is disconnected, fake, or non-working at time of delivery.
- Lead is outside the agreed geographic service area.
- Duplicate of a lead already delivered to you within the prior 60 days.
- Quiz submission contains obvious test data, profanity, or bot-generated content.
Implementation Timeline
Standard rollout for new engagements. Dates may shift slightly based on creative approval, ad-platform review times, or client responsiveness.
| Day | Milestone |
|---|---|
| Day 1 | Upfront payment received. Onboarding begins. |
| Day 4 | Draft lead magnet and funnel assets presented for your review and market feedback. |
| Day 7 | Final funnel assets finalized. Custom advertising campaign goes LIVE. |
| Day 10 | Leads begin flowing into your dedicated tracking sheet. |
| Weekly | Brief feedback form submitted by client to help fine-tune lead quality. |
| Day 30+ | Performance review and decision on continuation. Initial engagement may extend beyond 30 days as we scale and optimize for your market. |
Client Responsibilities
Lead quality is only half the equation. Conversion depends heavily on how quickly and consistently your team responds.
4.1 Speed & Persistence
Lead conversion depends on both how quickly your team responds and how many times your team reaches out. Calling within 5 minutes of submission yields contact rates near 80%, while waiting 5 hours drops that rate to roughly 55%.
Speed alone is not enough. Persistence matters just as much. We recommend a minimum of 6–9 outreach attempts per lead — mixing calls, texts, and voicemails — across the first 10–14 days to reach our recommended minimum contact / conversation rate of 50%. Teams that follow this pattern consistently see materially better results. Teams that stop after one or two attempts will significantly under-perform regardless of lead quality.
4.2 Qualifying the Lead
The qualifying quiz captures directional information about the prospect’s situation, timeline, and level of need. It is not a substitute for a qualifying conversation. Every lead requires a direct conversation with your team to fully qualify fit and need.
During that conversation your team is expected to:
- Verify and explore care needs in detail — ADLs, cognition, medications, mobility, supervision, and any recent health events.
- Review all available financial and care-funding options, including private pay, long-term care insurance, VA Aid & Attendance, Medicaid waivers (state-specific), life insurance conversions, reverse mortgages, bridge loans, and family contribution structures.
- Assess whether your community, service level, or care type is the right fit, and where to refer if it is not.
Quiz responses are signals — final qualification, fit, and recommendation are determined through your team’s discovery process. Leads will not be replaced on the basis of “quiz answers did not match what the family said by phone,” because directional answers commonly evolve during a real conversation.
4.3 Outreach Cadence
Upon payment, we provide a recommended call/text/email cadence to help your team work leads consistently. Client is responsible for implementing the cadence and for all outbound communication with leads.
4.4 Compliance on Your Outbound Activity
Client is solely responsible for ensuring its own outbound calls, texts, and emails comply with all applicable laws, including TCPA, state-level consent rules, DNC requirements, CAN-SPAM, and any state privacy laws (CCPA/CPRA, etc.). Verve obtains express written consent at the point of lead submission for outreach related to senior care services; however, ongoing compliance for your team’s communications, recordkeeping, and consent management is your responsibility.
Optimization & Creative Control
- Agile improvements. We continuously optimize ads, hooks, landing pages, and quiz designs to maintain conversion and lead quality.
- Creative control retained by Verve. To preserve performance, we do not provide a formal client approval process for specific ad creatives, quiz layouts, or funnel changes.
- Material quiz changes. We will consult you before making substantial changes to qualifying questions that could affect the data your team relies on.
- AI & automation disclosure. Our funnel, quiz delivery, lead routing, and ad optimization may use AI-assisted tools. No AI is used to fabricate, simulate, or auto-generate leads. Every lead is a real human who completed the funnel and PIN-verified their phone.
Investment & Payment Terms
6.1 Initial Engagement
- Initial commitment. The minimum lead volume to start service, as confirmed at the time of purchase.
- Cost. Per-lead pricing is confirmed at the time of purchase.
- Total due upfront. The upfront engagement amount confirmed at the time of purchase, payable in full before setup begins.
6.2 Refund Policy
- Before Day 7 (campaign launch). If, prior to campaign launch, both parties agree the program is not a fit, the upfront payment is refundable less the onboarding fee confirmed at the time of purchase, which covers market research, creative development, and lead magnet / funnel asset development.
- After Day 7 (campaign live). Upfront payment is non-refundable once the campaign is live, because ad spend, creative, and funnel asset production have been committed. Any undelivered leads at termination will continue to be fulfilled or replaced per Section 2.
- Delivery delay protection (30-day go-live guarantee). If the purchased leads have not been delivered in full within 30 days of the campaign go-live date (Day 7 milestone per Section 3), client may request a prorated refund for any leads not yet delivered. The refund will be calculated at the per-lead rate paid by client multiplied by the number of undelivered leads as of the refund-request date, and will be issued within 14 business days of the request. This protection does not apply where the delay is caused by client non-responsiveness (e.g., delayed creative feedback or approvals), a client-requested pause under Section 7, or a force majeure event under Section 9. Replacement leads issued under Section 2 count toward the delivered total for purposes of this calculation.
6.3 Ongoing Engagement
- Recurring payment authorization. By completing checkout, client authorizes Verve to charge the agreed amount on a recurring monthly basis until cancelled in accordance with Section 7. Each recurring charge funds the agreed lead volume for the following billing cycle. Either party may request a change to volume or pricing for an upcoming cycle by providing at least 7 days’ written notice to support@vervesolutions.com before the next rebill date; requests received inside that 7-day window will apply starting with the cycle after next.
- The minimum monthly lead volume for continuing engagements is confirmed at the time of purchase and may be adjusted under Section 6.4.
- Pricing for ongoing volume is confirmed in writing before each rebill.
- Volume may be scaled up or down month-to-month based on occupancy and seasonality.
6.4 Pricing Changes
Per-lead pricing and monthly minimums are subject to change. Verve will provide written notice of any pricing or minimum-volume change at least 7 days prior to the next rebill date. Notice may be delivered by email to the client contact on file. If client does not wish to continue at the new pricing, client may cancel before the next rebill date without penalty under Section 7. Continuing the engagement past the rebill date constitutes acceptance of the updated pricing.
Term, Renewal & Cancellation
- No long-term contracts. All engagements are month-to-month. There are no annual lock-ins or auto-renewing multi-month commitments.
- Initial engagement duration. The initial engagement is intended to run approximately 30 days but may extend as we scale and optimize for your specific market. Lead delivery continues until the contracted volume is delivered.
- Cancellation. Either party may end the engagement with 7 days’ written notice via email to support@vervesolutions.com. Notice given mid-month does not entitle either party to a prorated refund of leads already paid for; those leads will continue to be delivered or replaced under the standard quality guarantee.
- Pause. Client may request a campaign pause of up to 14 days per quarter at no charge. To pause or skip an upcoming billing cycle, client must provide at least 7 days’ written notice to support@vervesolutions.com before the next rebill date; pause requests received inside that 7-day window will take effect for the cycle after next, and client will still be billed for the current cycle. Longer pauses may require a small reactivation fee to cover ad-account warm-up.
Confidentiality & Intellectual Property
- Lead data. Lead contact information delivered to you is yours to use for your senior care business. You may not resell, share, or transfer lead data to any third-party senior care provider, lead aggregator, or competing business.
- Verve property. All ad creatives, landing pages, funnels, quiz designs, lead magnets, market guides, decision tools, ad accounts, analytics setups, and proprietary methodologies (collectively, “Verve Assets”) remain the exclusive property of Verve, including after the engagement ends. Any Verve Asset provided to or made accessible to client is licensed solely for use within the engagement and may not be copied, redistributed, rebranded, modified, or used in connection with any competing lead program or third-party service. This license terminates automatically upon termination of the engagement.
- Mutual confidentiality. Both parties agree to keep non-public information about the other’s business, pricing, and operations confidential.
- Non-circumvention. During the engagement and for 12 months after, client agrees not to directly engage Verve’s media buyers, contractors, or vendors discovered through this engagement without written consent.
Disclaimers & Limitation of Liability
- No guarantee of outcomes. We guarantee delivery of leads meeting the standard in Section 2. We do not guarantee any specific number of tours, move-ins, occupancy increases, revenue, ROI, or sales conversions. Outcomes depend on factors outside our control, including your team’s follow-up, pricing, availability, and service offering.
- Service “as-is.” Lead-generation services are provided on an as-is basis. Verve makes no warranties, express or implied, beyond those stated in this Agreement.
- Liability cap. Verve’s total cumulative liability under this Agreement, for any reason and on any theory (including breach of contract, tort, negligence, indemnity, warranty, or any other legal or equitable basis), shall not exceed the total amount of fees actually paid by client to Verve in the 30 days immediately preceding the event giving rise to the claim — regardless of the total amount paid by client over the life of the engagement. This cap applies to all claims in the aggregate, not per claim, and survives termination of this Agreement. Neither party is liable for indirect, incidental, consequential, exemplary, punitive, or lost-profit damages, or for loss of revenue, business opportunity, goodwill, or data, even if advised of the possibility of such damages.
- Force majeure. Neither party is liable for delays or failures caused by events outside reasonable control, including ad-platform suspensions, policy changes, outages, regulatory actions, natural disasters, or labor disruptions. If a force majeure event materially impacts delivery, the timeline will be extended accordingly.
- Indemnification. Client agrees to indemnify and hold Verve harmless from claims arising out of client’s communications with leads, including but not limited to TCPA, DNC, CAN-SPAM, or state-law claims tied to client’s own outbound activity.
Dispute Resolution
- Informal resolution. If a dispute arises, both parties agree to first attempt resolution in good faith by written notice to support@vervesolutions.com within 15 days of the dispute first arising. If the dispute is not resolved within that 15-day window, either party may proceed to arbitration as set forth below.
- Binding arbitration. Any dispute, claim, or controversy arising out of or relating to this Agreement that is not resolved through informal resolution shall be settled by binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. The arbitration shall be conducted by a single arbitrator in Salt Lake County, Utah, and judgment on the arbitrator’s award may be entered in any court of competent jurisdiction.
- Governing law. This Agreement shall be governed by and construed in accordance with the laws of the State of Utah, without regard to its conflict-of-laws principles.
- Class-action waiver. Each party agrees that any claim shall be brought solely in that party’s individual capacity, and not as a plaintiff or class member in any purported class, consolidated, or representative proceeding. The arbitrator shall have no authority to consolidate claims or to preside over any form of class or representative proceeding.
- Costs and fees. Each party shall bear its own attorneys’ fees and costs in any arbitration or related court proceeding. AAA administrative fees and arbitrator compensation shall be split equally between the parties, unless the arbitrator determines that a different allocation is warranted.
- Time limit on claims. Any claim arising out of or relating to this Agreement must be filed within one (1) year after the claim first accrues; claims not filed within that one-year period are permanently waived.
- Injunctive relief. Notwithstanding the foregoing, either party may seek injunctive or equitable relief in a court of competent jurisdiction to enforce intellectual property rights, confidentiality obligations, or non-circumvention provisions under this Agreement.
Support
- All communication, reporting & escalation. support@vervesolutions.com (1 business day response).
- Weekly check-in. Brief feedback form to fine-tune lead quality and market alignment.
Acceptance
Submitting upfront payment constitutes full acceptance of this Agreement.
By submitting the initial payment and recurring payment authorization at checkout, you confirm you have read, understood, and agreed to all terms in this Agreement, including the lead quality standard, replacement policy, refund policy, pricing-change notice, compliance responsibilities, and limitation of liability. This Agreement, together with the purchase and recurring payment confirmation provided at checkout, constitutes the complete agreement between the parties and may only be modified in writing signed by both parties.
End of Agreement