Terms & Conditions

Last updated: July 23, 2026

Engagement

Client, by its execution hereof, engages Search Optimize Me LLC (dba The Leading Practice), hereinafter referred to as "The Leading Practice"), as an independent consultant to perform the services outlined in the proposal on the reverse side of these Terms and Conditions of Service ("Terms and Conditions"). These Terms and Conditions, together with the terms and provisions contained on all pages of the Terms and Conditions, are hereinafter referred to collectively as the "Agreement." The Leading Practice reserves the right to update these terms and conditions at any time without notice.

Term

This Agreement shall become effective on the date accepted by The Leading Practice and shall continue for the minimum term set forth in the signed proposal and then continue on a month-to-month basis thereafter; unless a longer commitment is agreed upon in writing. This Agreement may be terminated immediately by The Leading Practice if (i) Client fails to pay any fees as and when due hereunder, or (ii) Client ceases to cooperate with The Leading Practice or otherwise makes it difficult for The Leading Practice to perform the services contracted hereunder, or (iii) The Leading Practice discovers that Client is utilizing its website for any purpose that violates federal, state or local law.

30-Day Notice of Termination

The Client agrees to provide a 30-day cancellation notice to terminate services and agrees to pay a pro-rated fee for the full 30 days from the date the written notice to terminate was received by The Leading Practice. The Client agrees to complete the offboarding survey that is sent to the Client. If this offboarding survey is not completed, the Client's ads accounts will be paused and the Client account downgraded to include the following services to avoid disruption of leads and damage to your business.

IMPORTANT: If the client fails to pay for services, asks to pause service, becomes uncommunicative, or fails to respond to repeated outreach, their ads will be paused and the account will be downgraded until further notice or a resolution is found.

  • Hyper-optimized Web Hosting: $99 per month to continue using The Leading Practice web hosting servers.
  • PatientCopilot® CRM License: $297 per month to continue using their PatientCopilot® CRM account, automated lead follow up, review response, tracking phone numbers, and other features.
  • Yext® Business Listing Sync License: $99 per month to keep the Client's business listings synchronized and optimized across all Yext® integrated platforms and directories.

Early Termination Fee

No early termination fee shall be charged for clients who terminate the agreement after the minimum term set forth in the signed proposal from the date of the signing of this agreement, except for the 30-day notice in the above section. If the Client terminates services prior to the minimum term set forth in the signed proposal and the setup fees are waived, the Client agrees to pay the reinstated setup fees.

RealPatients® Program

Patient Booking and Cancellation Fee. The Client agrees to allow the Company to charge the patient a booking reservation fee of $21 to reserve the appointment. This fee is nonrefundable and will serve as a cancellation fee if the patient does not show.

Nonrefundable Setup Fee. The initial deposit (or agency setup fee) is nonrefundable under any circumstances.

Patient Scheduling Fee. After scheduling an appointment, the Company will notify the Client that the patient was scheduled. Once the appointment date/time has passed, the Client will have 48 hours to indicate whether the patient showed. If the patient is marked showed or if the 48 hour window elapses with no response, the Client will be charged a non-refundable patient scheduling fee.

Penalty for Dishonesty. The Client agrees to be honest in reporting whether the patient showed for their appointment regardless of whether services were purchased. If the Client is found misrepresenting or lying about a patient not showing up, they will be liable to pay a penalty of $500 for each patient they falsely claim did not show up. The agency is authorized to deduct this penalty directly from the Client's bank account. The Client is prohibited from disputing or charging back this penalty if there is clear evidence that they were deceitful.

Fees and Payments

During the Term, Client agrees to pay in full when due the monthly fees for the service selected by Client on the reverse side of this Agreement. The first monthly fee shall be due upon acceptance of this Agreement by The Leading Practice. All subsequent monthly fees under this Agreement shall be due on the same calendar day of each successive month (i.e., if the Agreement is accepted on May 10, subsequent monthly fee payments shall be due on June 10, July 10, etc.). Client acknowledges and agrees that any fee not paid within ten (10) days after its due date shall bear interest at the rate of 1.5% per month from such tenth (10th) day until paid. Once paid, all fees shall be nonrefundable. The Leading Practice reserves the right, at any time and from time to time, to increase the monthly and other fees charged by The Leading Practice for the services provided hereunder upon forty-five (45) days prior notice to Client.

Refunds

The Client understands that there are no refunds under any circumstances. If the Client disputes a payment after agreeing to these terms, The Leading Practice is authorized to submit evidence to the merchant provider and utilize collection agencies to recoup lost fees plus any penalties. The Client agrees to pay any penalty fees associated with disputed payments and any legal fees incurred by The Leading Practice for violation of this agreement.

Late Payments

Payments shall be deemed late when 10 days past due. The Leading Practice reserves the right to stop services, including disabling the website, ad campaigns, access to software, or other similar actions until arrears are paid in full.

General Changes

Unless otherwise provided in the Proposal, the client is allowed up to three rounds of design revisions to the initial design of a website, email, logo, etc. Minor updates to the website may be requested as needed by the business, such as adding or removing services, conditions, or staff information, and revisions shall be provided at no additional charge unless requests become excessive. Additional work requested beyond the scope of service shall be billable at the hourly rate of $75/hour with a 2 hour minimum per request.

Substantive Changes

If Client requests or instructs Changes that amount to a revision in or near excess of 50 percent (50%) of the time required to produce the Deliverables, and or the value or scope of the Services, The Leading Practice shall be entitled to submit a new and separate Proposal to Client for written approval. Work shall not begin on the revised services until a fully signed revised Proposal and, if required, any additional retainer fees are received by The Leading Practice.

Timing

The Leading Practice will prioritize the performance of the Services as may be necessary or as identified in the Proposal, and will undertake commercially reasonable efforts to perform the Services within the time(s) identified in the Proposal. Client agrees to review Deliverables within the time identified for such reviews and to promptly either, (i) approve the Deliverables in writing or (ii) provide written comments and/or corrections sufficient to identify the Client's concerns, objections or corrections to The Leading Practice. The Leading Practice shall be entitled to request written clarification of any concern, objection, or correction. Client acknowledges and agrees that The Leading Practice's ability to meet any and all schedules is entirely dependent upon Client's prompt performance of its obligations to provide materials and written approvals and/or instructions pursuant to the Proposal and that any delays in Client's performance or Changes in the Services or Deliverables requested by Client may delay delivery of the Deliverables. Any such delay caused by Client shall not constitute a breach of any term, condition, or The Leading Practice's obligations under this Agreement.

Accounts

The agency is not liable if the Client's ad account, profile, or business page is disabled, deactivated, or banned by Facebook and/or other web-based platforms, if that platform does not approve our ads, forces us into the special ads category, or otherwise prevents us from providing service. The Client understands that as the account holder, they are responsible for filing appeals with the platform under such circumstances as named in the paragraph above, under the agency's guidance and advice.

Ad Spend

If the Client's plan includes ad spend, the Client is responsible to pay the minimum required ad spend each month directly to the ad platform and agrees to resolve any billing issues promptly to avoid disrupting the ad performance. The Client is responsible to ensure a payment method is active on the ads account and agrees to resolve any and all payment issues directly on the ads platform.

No Guarantee

The Company makes no guarantees, representations, or warranties of any kind, whether express or implied, regarding the outcomes, results, or performance of the services provided under this Agreement. While the Company agrees to perform the services with a good faith effort and to the best of its abilities, the Client acknowledges that any statements or representations made by the Company or its representatives are opinions and should not be construed as guarantees of specific results. The Client accepts that the success and effectiveness of the services depend on various factors beyond the Company's control, and therefore, the Company shall not be held liable for any lack of success, performance, or results from the services provided.

Client Authorization

Client authorizes The Leading Practice to (i) access without limitation Client's website to analyze its content and structure; (ii) to alter Client's website as necessary or desirable in The Leading Practice's sole and absolute discretion for purposes of search engine optimization, and for any other purpose agreed to by Client and The Leading Practice; (iii) upload such pages and content to the Client's website as The Leading Practice deems appropriate in its sole and absolute discretion for purposes of search engine optimization; (iv) make use of all of Client's logos, trademarks, copyrights, website images and similar items to create informational pages and for other uses deemed necessary by The Leading Practice to provide the services subscribed for hereunder; and (v) communicate with third parties as The Leading Practice deems necessary in its sole discretion to perform The Leading Practice's services hereunder, including but not limited to Client's web designer.

Client Consent to Installation of Telephone Tracking Number

Client consents to the placement of a telephone tracking number on Client's website and on off-site videos, and further consents to the recording of all telephone calls that are routed through the telephone tracking number. Client understands that the telephone tracking number will remain on the Client's website and embedded in Client's off-site videos during the Term. Within a reasonable time after the termination of this Agreement, the telephone tracking number will be removed from Client's website, but will remain on Client's off-site videos. Client may request that Client's off-site videos be removed by The Leading Practice but understands that The Leading Practice will not separately remove the embedded tracking number from Client's off-site videos, even upon termination of this Agreement. At the termination of this Agreement, and provided that Client has paid in full all of the fees due hereunder, including any interest due on the fees payable hereunder, Client will port the telephone tracking number to Client at no cost to The Leading Practice. Upon termination of this Agreement, Client shall have sixty (60) days from the effective date of termination to move its website to another website host. If Client has not, by the end of such sixty (60) day period, moved its website to a new website host, The Leading Practice shall have the authority and right, without notice to or the consent of Client, to remove Client's website from The Leading Practice's server, with no liability to The Leading Practice for such removal.

Hosting & Email Management

Client understands that The Leading Practice will host their website on our server but not their email. If client requires a solution to manage and maintain email accounts ([email protected]) then they can set that up with their IT provider or The Leading Practice will recommend a provider to configure their email account(s) for them at an additional fee paid to that provider directly.

Client Acknowledgments

Client makes the following acknowledgments: (i) that The Leading Practice cannot control or exert influence over the policies or operations of any search engine companies or any other third parties regarding the content of the sites that are accepted by the search engine companies or other third parties; (ii) that The Leading Practice will not be responsible for any changes or alterations to Client's website made by Client or any third parties that negatively impacts the rankings or visibility of Client's website; (iii) that because the results of the services to be provided by The Leading Practice hereunder depend upon a number of factors outside of The Leading Practice's control, The Leading Practice cannot guarantee the results of its services to Client; (iv) that because the utilization of certain keywords and key phrases are very competitive, and because search engines are constantly changing search engine ranking algorithms, The Leading Practice cannot guarantee that Client's website will achieve the highest search result position in any search engine or consistent search result positions in the top rankings; (v) that certain search engine companies may affect the rankings of new and/or unproven companies (for example, "sandboxing"); (vi) that search engines will, from time to time, drop listings without specific causes; (vii) that while The Leading Practice shall use commercially reasonable diligence to promptly submit and/or effect a change in rankings of Client's website, some search engines may take several months or longer to list and/or effect a change in rankings, and (viii) the Client will not hire any other competing service providers while in contract with The Leading Practice without express written approval from The Leading Practice.

Ownership of Domains and Authority Website Content

Domains owned by the client shall be retained by the client. The Client acknowledges that a new website may be needed to deliver expected results and this decision to be made at the sole discretion of The Leading Practice. Any new website(s), its content, graphics, platform, code, plugins, theme, etc. that is not a paid project, but developed by The Leading Practice as part of the monthly marketing agreement, shall be owned by The Leading Practice and provided for use by Client use as a part of its contracted marketing program. Content ownership may be transferred to the Client upon payment in full of the balance of content costs at the following rate with no interest accrued: $4,800 less $400 per month paid during the contract.

Example: Client contracted monthly services and paid for 9 consecutive months, then decided to terminate services. To transfer the entire website ownership, the client would pay $4,800 - (9 mos. x $400 = $3,600) = $1,200 balance owed.

Force Majeure

The Leading Practice shall not be liable for, nor considered to be in breach under this Agreement due to, delay or failure to perform under this Agreement as a consequence of any conditions that are beyond The Leading Practice's reasonable control after exercising commercially reasonable efforts.

Disclaimers of Liability

IN ADDITION TO ANY DISCLAIMERS OF LIABILITY FOUND ELSEWHERE IN THESE TERMS AND CONDITIONS, The Leading Practice SHALL NOT BE LIABLE TO CLIENT FOR INDIRECT, SPECIAL, EXEMPLARY OR CONSEQUENTIAL DAMAGES, AND SPECIFICALLY DISCLAIMS ANY IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR IMPLIED WARRANTIES ARISING FROM COURSE OF DEALING, LOST PROFITS, WHETHER FORESEEABLE OR BASED ON BREACH OF CONTRACT OR WARRANTY, STRICT LIABILITY OR NEGLIGENCE ARISING UNDER OR IN CONNECTION WITH THIS AGREEMENT, NOTWITHSTANDING THE FAILURE OF ANY REMEDY PROVIDED IN THIS AGREEMENT. The Leading Practice MAKES NO REPRESENTATION OR WARRANTY OF ANY KIND OR NATURE, WHETHER EXPRESS OR IMPLIED, WITH RESPECT TO ANY PRODUCTS OR THIRD PARTY CONTENT OF, OR SOFTWARE, EQUIPMENT OR HARDWARE OBTAINED FROM, ANY THIRD PARTIES. The Leading Practice will not be responsible for results due to any alterations or overwrites made to a website by another party, as Client understands that this can adversely affect the search engine rankings of Client's website(s), nor for the effect of Client linking to any particular websites without the prior consultation and approval of The Leading Practice.

Client Representations and Warranties; Indemnity

Client represents and warrants to The Leading Practice the following: (i) that Client owns the URL listed on the reverse side of this Agreement; and (ii) that Client owns or has the absolute and unrestricted right to use and to grant to The Leading Practice the right to use all graphics, photos, designs, intellectual property and artwork, and any element or elements thereof, that Client furnishes to The Leading Practice. Client indemnifies and holds harmless The Leading Practice and The Leading Practice's owners, officers, directors and employees from and against any and all liabilities, costs and expenses (including but not limited to reasonable attorneys' fees and costs incurred at trial, appeal or other legal proceeding) arising out of or with respect to any breach by Client of any of the foregoing representations and warranties, or the breach of any representations and warranties contained elsewhere in this Agreement, and/or the failure by Client to comply with any covenant of Client contained in this Agreement. If Client is a company, the individual signing this Agreement represents and warrants that the execution of this Agreement has been authorized by all necessary action of the Client, and that the undersigned has full authority to sign on behalf of and bind the Client hereunder.

Liability

The entire risk as to the quality and performance of the technical services provided rests with the Client. In no event will the Company, it's employees, or its consultants be liable to the Client or any third party for any damages, including any lost profits, lost savings or other incidental, consequential or special damages arising from the technical difficulties or sales staff, even if the Consultant, it's employees, or the Consultants has been advised of the possibility of such damages. If any provision of this agreement shall be unlawful, void, or for any reason unenforceable, then that provision shall be deemed severable from this agreement and shall not affect the validity and enforceability of any remaining provisions.

Non-Disclosure

The parties to this Agreement desire to engage in discussions regarding present and/or potential future business relationships. This Agreement combines a non-disclosure, a non-competition, and a non-circumvention agreement. The parties intend to engage in substantive discussions and sharing of confidential information regarding certain new and useful business opportunities, trade secrets, business entity formation and structuring, and tax planning. In connection with these discussions, it may be necessary and/or desirable for the Company to provide the Client with, or allow access to, proprietary, technical, or business data, and/or other confidential information of the Company (collectively the "Confidential Information"). Therefore, the Client, individually and on behalf of those they represent, agree that they are under an obligation of confidentiality.

The Company believes, and the Client hereby agrees, that the Company's confidential information has significant commercial value that would be diminished by unauthorized disclosure. Accordingly, the commitments of confidentiality in this Agreement are a condition to the Consultant's willingness to engage in the contemplated business discussions and planning. The Client agrees that it shall not use any advantages derivable from such information in its own business or affairs, unless the same is done pursuant to a new agreement with all other signatories to this document. Each signing party shall be held responsible and liable in case of a breach of this Agreement both in their professional and personal capacity.

No Representations. The Consultant understands that the Company makes no representation or warranty as to the accuracy or completeness of the information it provides to the Consultant. The Consultant agrees that neither the Company, nor any of its advisers, representatives, agents, or employees shall be held liable for utilization of Confidential Information which results from the Consultant's use of said information.

Non-Defamation Clause

Both Client and Company agree to maintain mutual respect and uphold each other's reputation during and after the term of this Agreement. Neither Party shall make, publish, or communicate to any person or entity, in any medium, any defamatory, disparaging, or false statements about the other Party, its officers, employees, agents, or representatives. This clause covers all forms of communication, including written, oral, electronic, and digital media.

This obligation shall survive the termination or expiration of this Agreement indefinitely. In the event of a breach of this Non-Defamation Clause, the aggrieved Party shall be entitled to seek any and all remedies available under law, including but not limited to injunctive relief, damages, and attorney's fees. This clause does not prohibit truthful statements required by law, provided that the Party making such statements notifies the other Party in writing in advance and cooperates in any attempt to obtain a protective order or other appropriate remedy.

If the Client defaults on payments, grossly violates the terms of this agreement, becomes threatening or aggressive, or displays other behavior that violates the requirements of his/her professional license, The Leading Practice reserves the right to file a legal complaint against the state licensing board having jurisdiction over the Client or the Client's practice.

Privacy & Confidentiality

No part of the Client's confidential and proprietary information, ideas, business plans, and trade secrets (collectively "Confidential Information") shall be shared outside of the agency without the Client's express knowledge and approval. The agency has no right and license to use any of the Client's data, assets, or materials outside the term of the agreement, and only to the extent necessary to provide the services to the Client.

The reproduction, distribution, and sale of the agency's strategies, assets, and materials by anyone but the agency is strictly prohibited. The Client shall not infringe any of the agency's copyright, patent, trademark, trade secrets, or other intellectual property rights. All provided materials, assets, strategies, and Confidential Information shared by the agency and/or its representatives belong solely and exclusively to the agency, and may only be used by the Client as authorized by the agency.

Video and phone calls will be recorded for quality and training purposes. The Client may request access and view recorded calls at any time during the term of service. The agency reserves the right to distribute excerpts of recorded calls and proof of campaign results in our internal marketing campaigns for testimonial purposes.

You can cancel the SMS service at any time. Simply text "STOP" to the shortcode. Upon sending "STOP", we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us. To rejoin, sign up as you did initially, and we will resume sending SMS messages to you.

Governing Law/Arbitration

This Agreement shall be governed by and under the laws of the State of California without regard to conflict of laws principles. Any controversy or claim arising out of or under, or relating to, this Agreement, including but not limited to authority to sign this Agreement, contract formation issues, fraud or the breach of any provision hereof, shall be settled by arbitration administered by the American Arbitration Association in accordance with its Commercial Arbitration Rules, and judgment on the award rendered by the arbitrator may be entered in any court having jurisdiction thereof. Notwithstanding the foregoing, in any arbitration hereunder, the arbitrator shall have no authority to award any relief outside the scope of all disclaimers stated in this Agreement. All arbitration proceedings brought hereunder shall be located exclusively in Los Angeles County, California.

BOTH PARTIES WAIVE THEIR RIGHT TO A JURY TRIAL.

Miscellaneous

This Agreement may not be assigned by Client without the prior written consent of The Leading Practice which may be withheld or denied by The Leading Practice in its sole and absolute discretion. The terms and conditions of this Agreement shall inure to the benefit of and be binding upon the successors and permitted assigns of the parties hereto. The prevailing party in any suit, action, or proceeding (including, but not limited to, an arbitration proceeding) arising out of or in connection with this Agreement, shall be entitled to an award of reasonable attorneys' fees, costs, and disbursements incurred by it in connection therewith. Any failure by The Leading Practice to insist upon strict compliance with any of the terms, covenants, or conditions of this Agreement shall not be deemed a waiver of such term, covenant or condition, nor shall any waiver or relinquishment of any right or power hereunder at any one or more times be deemed a waiver or relinquishment of such right or power at any other time or times. All previous communications about the subject matter of this agreement, either oral or written, are hereby abrogated and withdrawn, and this agreement constitutes the entire agreement between Client and The Leading Practice with regard to the subject matter hereof. No terms, conditions, understandings, or agreements purporting to modify or vary the terms of this document shall be binding unless hereafter made in writing and signed by both Client and The Leading Practice. There are no third-party beneficiaries of or to this Agreement or any of the provisions hereunder. This Agreement may be executed in counterparts, each of which shall be deemed an original, and all of which shall constitute one and the same instrument. Any signature to this Agreement that is transmitted by fax or email transmission shall be considered an original signature for all purposes. It is the intent of the parties hereto that all provisions of this Agreement shall be enforced to the fullest extent possible. Accordingly, if any arbitrator determines that the scope and/or operation of any provision of this Agreement are too broad to be enforced as written, the parties hereto intend that the arbitrator should reform such provision to the minimum extent necessary to render such provision enforceable. If, however, any provision of this Agreement is held to be illegal, invalid, or unenforceable under present or future law, and not subject to reformation, then such provision shall be fully severable, and this Agreement shall be construed and enforced as if such provision was never a part of this Agreement. The rule of construction that an ambiguity in a contract will be construed against the drafter is hereby waived by both parties hereto.

Terms of Payment

I represent and warrant that I am authorized to execute payment authorization for the purpose of implementing the agreed-upon payment plan. I understand that if any payments within the agreed-upon payment schedule above should fail to process, the payment schedule and/or payment amounts would be adjusted to accommodate the recoupment of such failure.

Acceptance of Terms

You, the Client named below, verify that you find terms of this Statement of Work acceptable, and are acting with proper authority by the company named below.

By signing this Agreement below, Client acknowledges and affirms that Client has read and fully understands the Terms and Conditions of Service on the reverse side of this Agreement, which Terms and Conditions form an integral part of this Agreement.

Contact Us

If you have questions about these Terms & Conditions, please contact us at: