Self-Serve AI Automation Engagement
Master Terms + Package Appendix. These are the terms you agree to at checkout and when you sign electronically.
Last updated: June 3, 2026
This Services Agreement (“Agreement”) is entered into between Factor Consulting LLC, a Texas limited liability company (“Factor”), and the client identified at checkout and signature below (“Client”). By completing payment and signing electronically, Client agrees to these terms and the selected Package in Appendix A.
1. Services
Factor will design, build, and maintain the AI automations, agents, and workflows described in the Package selected by Client at checkout and set out in Appendix A (the “Services”). The Package defines the scope, deliverables, fees, and delivery timeframe. Work beyond the Package scope is quoted separately as a change order or new purchase.
2. Deployment Model
This determines where the automations run, who pays the underlying platforms, and what happens if the engagement ends. Client selects one of the following at signature:
Option A — Client-Owned Environment (recommended)
Built in Client’s own accounts (e.g., n8n, Zapier, connected services). Client pays platform vendors directly. Automations keep running if maintenance ends.
Option B — Factor-Managed Environment
Built and operated on Factor infrastructure; platform costs included in the recurring fee. The recurring fee is mandatory while the Services run on Factor infrastructure and is not a cancellable add-on. Migration to a Client-owned environment on termination is a transition service.
3. Fees, Billing, and Renewal
Fees for the selected Package are stated in Appendix A and were presented at checkout. The one-time setup fee is due at purchase and is non-refundable once build work begins. The recurring fee is billed via the payment method on file and renews automatically on its stated cycle (monthly, or annually for Scale).
Cancellation
Client may cancel the recurring fee on thirty (30) days’ written notice, effective at the end of the current billing cycle; fees already paid are non-refundable.
Option B exception
Where Option B is selected, the recurring fee is a condition of continued operation on Factor infrastructure, not a cancellable maintenance add-on. It remains due until the engagement ends and the Services cease or are migrated to a Client-owned environment.
Late amounts accrue interest at 1.5% per month (or the maximum permitted by Texas law, if lower). Factor may suspend Services on overdue accounts after written notice. Fees exclude taxes, for which Client is responsible (other than taxes on Factor’s net income).
4. Intellectual Property
Background IP
Factor retains all rights in its pre-existing and reusable materials — template workflows, custom nodes and code, integration patterns, prompt libraries, tooling, and methodology.
Foreground IP
On full payment of the setup fee, Factor assigns to Client the custom workflow configuration and business-specific deliverables built for Client, excluding embedded Background IP.
License
Factor grants Client a perpetual, royalty-free, non-exclusive license to use the Background IP embedded in the delivered Services. This license survives termination, so the delivered automations may continue to operate after the relationship ends (subject to Section 3 where Option B applies).
5. AI Terms, Warranties, and Liability
AI outputs
AI systems can produce errors or unexpected outputs; Client is responsible for human review of consequential outputs and will not use the Services for high-risk purposes (life-safety, medical, legal, or financial advice) unless separately agreed.
Client inputs
Client warrants it has rights to all data it provides and will not use the Services unlawfully. Factor will not train its own models on Client confidential data without written authorization.
Platform dependency
Factor is not responsible for outages, deprecations, pricing changes, or breaking changes by third-party platforms or AI providers, and may substitute a comparable provider where reasonably necessary.
Warranty & disclaimer
Services are performed professionally; otherwise provided “as is” with no implied warranties of merchantability or fitness, and no guarantee of uninterrupted or error-free operation.
Liability cap
Each Party’s aggregate liability is limited to the fees paid by Client in the twelve (12) months before the claim; neither Party is liable for indirect or consequential damages. Excludes confidentiality breaches and indemnity obligations.
6. Confidentiality, Data, and Term
Each Party protects the other’s non-public information with reasonable care, using it only to perform under this Agreement; obligations survive three (3) years (indefinitely for trade secrets). Where Factor accesses Client data, it maintains reasonable safeguards, acts as Client’s processor for any personal information, notifies Client of confirmed breaches without undue delay, and returns or deletes Client data on request at termination. This Agreement begins on the effective date and continues until terminated under Section 3; either Party may terminate for material breach uncured within fifteen (15) days of notice.
7. General
Factor is an independent contractor. Neither Party solicits the other’s personnel for twelve (12) months except via general advertising. This Agreement is governed by Texas law with venue in Hays County, Texas. Neither Party assigns without consent except to a successor in a merger or asset sale. This Agreement and Appendix A are the entire agreement; amendments require a signed writing; if a provision is unenforceable the remainder stands. Electronic signature and click-acceptance at checkout constitute valid execution.
Appendix A — Package Specifications
The Package selected at checkout governs this engagement. For self-serve, each Package below maps to one Stripe Payment Link and one DocuSign template version.
Starter
$59 / month- Setup fee
- $997 one-time
- Recurring
- $59 / month
- Delivery
- 2 weeks
- 1 automation built for your workflow
- Up to 2 tool integrations
- Custom AI workflow
- Email support
- Post-launch support
Strategy cadence: Monthly strategy call
Growth
$375 / month- Setup fee
- $3,497 one-time
- Recurring
- $375 / month
- Delivery
- 4 to 6 weeks
- Up to 5 automations
- 3 integrations per automation
- Custom AI workflows
- 30-day post-launch support
- Dedicated account manager
Strategy cadence: Monthly strategy call
Scale
Custom Pricing (billed annually)- Setup fee
- Included
- Recurring
- Custom Pricing (billed annually)
- Delivery
- Ongoing program
- Unlimited automations
- Unlimited integrations
- AI agents and advanced systems
- Priority support
- Continuous optimization
- Dedicated account manager
Strategy cadence: Weekly strategy sessions
Advisory
$200 / session- Setup fee
- None
- Recurring
- $200 / session
- Delivery
- Per session
- Review of your current AI stack
- Identify gaps and inefficiencies
- Actionable recommendations
- Weekly sessions available
Strategy cadence: As booked
Acceptance window: Client has ten (10) business days after delivery of each automation to report non-conformance in writing; absent timely notice, the deliverable is deemed accepted. Scale operates as a continuous program without per-item acceptance windows.
Executed electronically
Payment at checkout plus electronic signature constitute acceptance of this Agreement and the selected Package. After payment, Client receives the Agreement by email through DocuSign to sign and select a deployment model (Option A or Option B). Both parties receive the executed PDF on completion.
Factor Consulting LLC · Hays County, Texas · Questions: info@factorconsulting.org
