TRMS360 Purchase Terms & Conditions

The specific product, membership, service, billing frequency, price, setup or implementation fee, promotional terms, and other purchase details applicable to your order will be presented to you before you complete your purchase.

You are responsible for reviewing those details before submitting payment.

By completing the transaction, you confirm that you are authorized to make the purchase and agree to pay the charges disclosed to you.

TRMS360 may change its prices, membership offerings, included services, setup fees, promotions, or other commercial terms from time to time.

A future pricing change does not retroactively change the amount you already agreed to pay for a completed purchase or current billing period.

For recurring memberships, any change affecting a future renewal will be handled in accordance with the terms communicated to you and applicable law.

Promotional, introductory, event, affiliate, partner, grandfathered, or other special pricing may differ from pricing available to other customers and may be subject to separate conditions disclosed with the offer.

By providing a payment method, you represent that you are authorized to use that payment method.

You authorize TRMS360 and its payment processors to charge the payment method you provide for:

• Your initial purchase
• Applicable setup or implementation fees disclosed before purchase
• Recurring membership charges you authorize
• Other charges you specifically approve

You are responsible for maintaining accurate and current billing information.

If you purchase a recurring membership, your membership will continue according to the billing frequency disclosed at checkout until cancelled or otherwise terminated.

By purchasing a recurring membership, you authorize recurring charges to your payment method according to the billing schedule disclosed when you purchase.

Monthly and annual memberships may have different pricing, benefits, promotions, or purchase conditions.

Cancellation stops future renewal charges but does not automatically reverse charges already incurred.

Certain memberships, technology services, implementations, or other purchases may include a one-time setup or implementation fee.

Any applicable fee will be disclosed before purchase.

Setup and implementation fees may cover work performed or resources committed in connection with onboarding, configuration, technology setup, account provisioning, integrations, implementation, or related services.

Unless otherwise stated at purchase or required by applicable law, a setup or implementation fee is separate from recurring membership charges.

You may cancel a recurring membership to prevent future renewal charges.

Unless different terms were disclosed at purchase, cancellation becomes effective at the end of the billing period for which you have already paid, and you may continue using the applicable membership services through that date, subject to these Purchase Terms and the Terms of Use.

Cancellation of a monthly membership prevents the next monthly renewal.

Cancellation of an annual membership prevents the next annual renewal.

Cancellation does not ordinarily result in a prorated refund for unused time remaining in a billing period unless required by applicable law or expressly agreed to by TRMS360.

Instructions for requesting cancellation may be provided through your account, support channels, or by contacting TRMS360.

Unless a specific refund policy, guarantee, or cancellation right is expressly stated with an offer, payments are generally non-refundable once charged, except where a refund is required by applicable law.

This includes recurring membership payments for a billing period that has already begun.

Setup or implementation fees are generally non-refundable once setup or implementation work has begun or resources have been committed to that work, except where required by applicable law.

If TRMS360 offers a special money-back guarantee, trial, refund period, satisfaction guarantee, or event-specific refund policy, the conditions presented with that particular offer control.

Nothing in these Purchase Terms limits refund or cancellation rights that cannot legally be waived.

If a payment is declined, reversed, disputed, expired, or otherwise unsuccessful, we may attempt to process the payment again where permitted.

We may contact you to update your payment information.

Access to paid features, memberships, technology, services, or support may be restricted or suspended while an amount remains unpaid.

We may terminate a membership for continued nonpayment.

You remain responsible for valid charges incurred before cancellation or termination.

If you believe a charge is incorrect, please contact TRMS360 so we have an opportunity to review and address the issue.

Nothing in these Purchase Terms prevents you from exercising lawful rights available through your card issuer, financial institution, payment provider, or applicable consumer-protection law.

Knowingly initiating a fraudulent chargeback or payment dispute does not eliminate a valid payment obligation.

TRMS360 may permit members to upgrade to another membership level.

When an upgrade is available, the price, timing, billing adjustment, credits, prorated amounts, or other financial terms applicable to the upgrade will be disclosed before the upgrade is completed.

An upgrade may take effect immediately or on another date disclosed when the change is requested.

Access to newly included benefits may begin after the upgrade has been successfully processed and any required onboarding or setup has been completed.

TRMS360 may permit members to move to a lower membership level.

Unless otherwise disclosed when the change is requested, a downgrade will generally take effect at the beginning of the next billing period rather than retroactively changing the membership period already purchased.

When a downgrade takes effect, features, services, resources, support, technology, AI Mentor access, Momentum Engine access, or other benefits that are not included in the new membership level may no longer be available.

Before completing a downgrade, TRMS360 may provide information concerning features or services that will be affected.

Membership benefits depend on the membership level and offer purchased.

Benefits may include access to portions of the TRMS360 System, such as:

• B.U.I.L.D. assessments
• Recommendations and Next Best Actions
• Momentum Engines
• AI Mentors
• Resource Center materials
• Community access
• Coaching or strategic support
• Implementation assistance
• Business technology
• GoHighLevel-related services
• Other member benefits

The presence of a feature within TRMS360 does not necessarily mean it is included with every membership.

TRMS360 may improve, replace, reorganize, or modify membership features over time, subject to the Terms of Use and applicable law.

Certain TRMS360 memberships may include access to, setup of, configuration of, support for, or other services involving GoHighLevel or other third-party technology.

Any included technology is subject to:

• The membership or offer purchased
• Applicable third-party terms
• Technical requirements
• Acceptable-use requirements
• Continued availability of the third-party service
• Payment of applicable TRMS360 charges

Third-party technology is not owned or controlled by TRMS360 merely because access or support is included with a membership.

When a TRMS360 membership ends, access to technology, accounts, services, features, automations, templates, configurations, or other resources provided as part of that membership may also end.

Where reasonably practicable and permitted by the applicable third-party provider, TRMS360 may provide instructions or an opportunity for a departing member to export, transfer, migrate, or otherwise preserve eligible business data.

The availability and method of any transfer or migration may depend on the third-party platform, account configuration, technical limitations, outstanding balances, and the services involved.

TRMS360 does not guarantee that every account, configuration, automation, template, integration, feature, or item of data can be transferred to another provider or account.

Members are responsible for maintaining copies of business records and data they are independently required to retain.

Access to digital portions of TRMS360 may begin shortly after successful payment, but certain services require additional steps before they are available.

These may include:

• Account creation
• Onboarding
• Business profile completion
• Technology provisioning
• Forms or questionnaires
• Scheduling
• Assessment completion
• GoHighLevel setup
• Configuration or implementation work

Any estimated setup or onboarding timeframe is an estimate rather than a guarantee unless expressly stated otherwise.

Your failure to complete required onboarding steps may delay delivery of some services.

TRMS360 may occasionally offer bonuses, promotional benefits, special pricing, additional resources, event offers, partner offers, or limited-time incentives.

Promotional benefits may have eligibility requirements, deadlines, conditions, or availability periods.

Unless expressly stated otherwise, promotional benefits have no cash value, cannot be exchanged for cash, and do not create an entitlement to a refund or credit if they are not used.

Expiration or discontinuation of a promotional bonus does not ordinarily alter the underlying membership purchased.

If TRMS360 offers a free or paid trial, introductory period, special billing arrangement, or other limited offer, the specific terms disclosed with that offer apply.

If a trial automatically converts to a paid membership, that fact and the applicable billing terms will be disclosed before enrollment where required by law.

Prices may not include applicable sales, use, excise, value-added, or similar taxes unless expressly stated.

You are responsible for taxes applicable to your purchase except taxes imposed on TRMS360's income.

Where required, TRMS360 or its payment provider may calculate and collect applicable taxes.

Purchasing a TRMS360 membership, product, service, technology solution, coaching program, Momentum Engine, AI Mentor service, or other offering does not guarantee any particular business or financial result.

TRMS360 does not guarantee revenue, profit, leads, customers, business value, owner independence, financing, a business sale, achievement of $1 million in revenue, or any other specific result.

Results depend on numerous factors, including your circumstances, decisions, implementation, market, business model, team, finances, customers, competition, and other matters outside TRMS360's control.

Additional disclaimers are contained in the TRMS360 Terms of Use.

TRMS360 may suspend or terminate paid access for reasons permitted under the Terms of Use, including nonpayment, fraud, security concerns, material violations, misuse, or unlawful conduct.

Suspension or termination because of a user's material violation does not necessarily create a right to a refund.

Amounts validly owed before termination remain payable.

These Purchase Terms supplement the TRMS360 Terms of Use.

The Terms of Use govern general access to and use of the TRMS360 System.

These Purchase Terms govern payment, billing, recurring purchases, cancellation, refunds, and other purchase-related matters.

If an offer or checkout page contains specific terms concerning the price, billing frequency, setup fee, promotion, or particular item purchased, those specific purchase details control for that transaction.

If these Purchase Terms conflict with the general Terms of Use concerning a purchase-related issue, these Purchase Terms control for that issue.

We may update these Purchase Terms as our products, services, technology, billing practices, or legal requirements change.

Updates will apply prospectively as permitted by applicable law.

Changes will not retroactively alter the price or other specific commercial terms of a completed purchase unless you agree to the change or applicable law permits it.

When these Purchase Terms are updated, we will revise the "Last Updated" date and provide additional notice where required.

Questions about purchases, billing, cancellation, or these Purchase Terms may be directed to:

TRMS360
Operated by Lucchesi & Associates, LLC
Email: nancy@trms360.com