Launch Readiness Agreement

Rev Marketing 2U, Inc.
P.O. Box 1670 • Amherst, Virginia 24521

OVERVIEW

This Launch Readiness Agreement (“LRA”) is entered into by and between the undersigned Client and Rev Marketing 2U, Inc., a Virginia corporation (“Company”).

The purpose of this Launch Readiness Agreement is to confirm that the Client has completed the final review and training session for the Rev Connect 360 system prior to deployment.

During this live session, a Rev Marketing 2U Business Development representative works directly with the Client to review, configure, and train the Rev Connect 360 AI Employee across its communication systems. The purpose of this process is to ensure the AI Employee properly represents the Client’s business, gathers the correct information from customers, and responds according to the Client’s preferences and operational needs.

This review includes configuration and training of the AI Employee Voice system, AI Form system, and AI Chatbot system. Once this training is completed and the Client approves deployment, the system will be placed into live operation.

AI EMPLOYEE TRAINING AND SYSTEM REVIEW

During the Launch Readiness session, the Client and Rev Marketing representative review and train the Rev Connect 360 AI Employee to ensure that the system operates correctly and reflects the Client’s business accurately.

This process includes reviewing scripts, information collection methods, conversation behavior, automation logic, and operational workflows across the Voice system, Form workflows, and Chatbot communication channels.

If any corrections or updates are needed, they must be documented during this session in the Requested Changes section before submitting this form.

Minor adjustments that do not require custom development may be implemented prior to launch.

Changes that require additional development, custom configuration, or third-party integrations may require additional approval and associated development fees prior to implementation.

Any modifications requested after the system is deployed must be submitted through the official Rev Marketing Support Ticket system.

AI VOICE TRAINING NOTES

During this session, the Client and Rev Marketing representative review and train the AI Employee Voice System to ensure proper phone interaction and call handling.

The following areas are reviewed and confirmed during training:

Call Handling and Ring Settings – Confirm the number of rings before the AI Employee answers incoming calls.

Voice Greeting and Business Introduction – Review how the AI Employee greets callers and represents the Client’s business.

Appointment Booking – Verify the AI Employee can properly schedule appointments within the Client’s calendar when applicable.

Call Forwarding Rules – Confirm when and how calls should be forwarded to staff members if forwarding is enabled.

Information Collection from Callers – Confirm the AI Employee properly collects caller information such as name, phone number, email, and reason for calling.

Unknown Question Handling – If the AI Employee does not know the answer to a caller’s question, it will gather the caller’s information and details regarding the request and notify the caller that the information will be passed along to the Client’s team for follow-up.

Call Logging and Notifications – Confirm that call information is properly recorded inside the Rev Connect 360 system.

AI FORM TRAINING NOTES

During this session, the Client and Rev Marketing representative review and train the AI Employee Form System, which captures information submitted by visitors through forms on the Client’s website or landing pages.

The following areas are reviewed and confirmed during training:

Business Development Team Member will create a contact to test with clientele. 

Website Form Submission – Confirm the form fields correctly capture information submitted by the site visitor.

Lead Information Collection – Verify the required fields such as name, email, phone number, and message are accurate.

Automation Triggers – Confirm that form submissions properly activate automated workflows within the Rev Connect 360 system.

Text Message Follow-Up – Verify that automated SMS messages are sent when appropriate.

Email Follow-Up – Confirm automated email responses and follow-up campaigns function correctly.

Outbound Phone Call Automation – Confirm outbound call automation when applicable.

Appointment Scheduling – Verify the system can present scheduling options and book appointments when applicable.

CRM Lead Recording – Confirm all form submissions are properly stored in the Rev Connect 360 CRM.

AI CHATBOT TRAINING NOTES

During this session, the Client and Rev Marketing representative review and train the AI Employee Chatbot System, which interacts with visitors through the website or messaging interfaces.

The chatbot combines both conversation interaction and form-style information capture.

The following areas are reviewed and confirmed during training:

Website Visitor Engagement – Confirm the chatbot properly greets and engages site visitors.

Customer Question Handling – Verify the chatbot provides appropriate responses to common questions.

Information Collection – Confirm the chatbot collects visitor details such as name, phone number, email, and inquiry type.

Appointment Booking – Verify the chatbot can offer scheduling options and book appointments when applicable.

Automation and Campaign Triggers – Confirm that conversations can trigger follow-up campaigns.

Text Message Follow-Up – Verify automated SMS communication when appropriate.

Email Follow-Up – Confirm automated email responses and nurturing campaigns.

Unknown Question Handling – If the chatbot does not know the answer to a question, it will gather the visitor’s information and notify them that the inquiry will be forwarded to the Client’s team for follow-up.

CRM Recording – Confirm that all chatbot interactions are properly recorded within the Rev Connect 360 system.

POST-LAUNCH ADJUSTMENT WINDOW

Following deployment of the Rev Connect 360 system, the Client will have a fifteen (15) day Post-Launch Adjustment Window to request one structured adjustment to the AI Employee configuration.

To submit this adjustment request, the Client must upload one Word document outlining the requested changes using the link provided below.

Development Team Note: Insert Post-Launch Adjustment Submission Link Here

The submitted document should clearly outline the requested adjustment or refinement to the AI Employee’s behavior, messaging, or workflow.

This request must be submitted within fifteen (15) days of the system going live. After this period, all additional changes must be submitted through the official Rev Marketing Support Ticket system and may be subject to standard development or configuration fees.

REFERRAL OPPORTUNITY

Many of our clients grow through referrals from satisfied customers. If you know a business owner who may benefit from Rev Connect 360, marketing systems, or AI Employee automation, we would appreciate the introduction.

REQUESTED CHANGES

Please describe any any additional AI training, requested corrections, updates, or adjustments discussed during this Launch Readiness AI Training Session. Supporting files, screenshots, or documentation may be attached if necessary.

CLIENT AUTHORIZATION AND DEPLOYMENT APPROVAL

By submitting this Launch Readiness Agreement, the Client confirms that:

The AI Employee Training Session for Voice, Forms, and Chatbot systems has been completed.

CLIENT AUTHORIZATION, TRAINING RESPONSIBILITY, AND DEPLOYMENT APPROVAL

By submitting this Launch Readiness Agreement (LRA), the Client acknowledges that the Rev Connect 360 system and AI Employee configuration have been reviewed during the Launch Readiness session and that deployment may proceed once the system is prepared for launch.

The Client understands that the purpose of the AI Employee Training and Launch Readiness session is to configure the AI Employee based on the Client’s instructions, operational preferences, and business processes as communicated during the session.

The Client further acknowledges that the Client is responsible for providing accurate business information, policies, procedures, and preferred responses that are used to train the AI Employee to represent their business appropriately. Rev Marketing 2U, Inc. and its development team cannot independently determine or create a Client’s internal business practices, pricing policies, service procedures, or company-specific responses.

Rev Marketing 2U, Inc. may recommend industry best practices, automation logic, and conversational strategies, but the Client retains responsibility for confirming that the AI Employee reflects their specific business operations.

If the Client requests additional custom AI training, automation development, workflow adjustments, or system modifications that fall outside the scope of the original agreement, Rev Marketing 2U, Inc. will provide the Client with a written change order, proposal, or development quote outlining the requested work and associated cost.

No additional custom development or expanded training work will be performed until the Client reviews and approves the written change order or proposal.

The Client further acknowledges that AI systems operate through conversational intelligence rather than rigid scripting. While the AI Employee is trained to achieve specific outcomes, such as collecting information, scheduling appointments, or guiding customer inquiries, the AI may respond dynamically within the context of a conversation.

Excessive attempts to rigidly control or script every possible response may reduce the effectiveness of the AI system. For example, when the goal is booking an appointment, best practice is to guide the conversation toward scheduling efficiently rather than requiring the AI to ask an excessive number of qualifying questions that may extend call time and increase the likelihood of customer disconnects.

Rev Marketing 2U, Inc. will configure the AI Employee to support efficient, goal-oriented conversations, but conversational flow may vary depending on customer responses and interaction patterns.

The Client also acknowledges that AI Employee optimization is an ongoing process, and refinement may occur after real customer interactions begin.

Following deployment, the Client will have a fifteen (15) day Post-Launch Adjustment Window during which the Client may submit one consolidated document outlining requested adjustments to the AI Employee training, responses, or workflows.

This document must be submitted using the Post-Launch Adjustment submission link provided in this agreement and should include all requested changes in a single Word document.

Rev Marketing 2U, Inc. will review the requested adjustments and implement applicable modifications that fall within the scope of the existing agreement.

If requested adjustments require additional development, expanded automation logic, custom integrations, or work outside the scope of the original agreement, Rev Marketing 2U, Inc. will provide the Client with a separate change order or proposal for approval prior to implementation.

By submitting this agreement, the Client confirms that:

The Rev Connect 360 system AI has been reviewed and AI training notes attached here in, for launch readiness.

The AI Employee Training Session has been completed.

The Client understands their responsibility in training and refining the AI Employee with accurate business information.

The Client understands that additional custom requests may require a separate proposal or support ticket or change order approval.

All prior agreements, addendums, and signed documents between the Client and Rev Marketing 2U, Inc. remain in full effect.

This Launch Readiness Agreement (LRA) functions as the Client’s authorization for Rev Marketing 2U, Inc. to proceed with deployment of the Rev Connect 360 system as reviewed during the Launch Readiness session.

By clicking “I Agree” and submitting this form, I confirm that I:

Have reviewed and approved this Launch Readiness Agreement (LRA).

Have completed the AI Employee training review for Voice, Forms, and Chatbot systems.

Accept all active agreements, Terms of Service, and applicable addendums with Rev Marketing 2U, Inc..

Authorize Rev Marketing 2U, Inc. to proceed with the deployment of my Rev Connect 360 system.