Text/voice/email Data policy

Perfect Follow Up (PFU) Data Use and Communication Compliance Guide

At Sales First Agency, we take your data use seriously. This Data Policy outlines how we collect, process, bill and report for your data use.

In all cases, we are only providing the platform and access for your use. Data use and associated charges are 100% your responsibility to pay for.


Introduction to Effective Business Communication


We are committed to helping businesses communicate effectively, professionally, and in full compliance with current regulations. This guide outlines the essential requirements for leveraging our communication tools and ensuring your business meets industry standards.


Business Communication Compliance Framework

1. Business Legitimacy and Verification

Successful business communication requires a solid legal foundation. We recommend ensuring the following elements are in place:


Business Registration and Identification
Obtain an Employer Identification Number (EIN)

Establish a formal business entity (LLC, Corporation, etc.)

Complete state business registration

Maintain a verifiable business address


Financial and Legal Documentation

Business bank account

Accurate tax documentation

Comprehensive business insurance

Maintained corporate records


2. Communication Infrastructure Requirements

Digital Identity and Domain Management

Professional domain name

Branded email addresses (no free email services)

Implemented email authentication protocols:

SPF (Sender Policy Framework)

DKIM (DomainKeys Identified Mail)

DMARC (Domain-based Message Authentication, Reporting & Conformance)


3. Consent and Transparency Protocols

Contact Engagement Standards
Develop clear, comprehensive opt-in processes

Maintain explicit, documented consent for communications

Provide transparent information about:

Purpose of communication

Frequency of messages

Type of content to be received


Opt-Out Mechanisms
Implement immediate opt-out capabilities

Include clear opt-out instructions in ALL communications

Maintain and update suppression lists

Ensure one-click/one-step opt-out processes


4. Regulatory Compliance

A2P (Application-to-Person) Messaging Registration

Complete carrier registration process

Verify business communication use case

Maintain ongoing compliance with:

TCPA (Telephone Consumer Protection Act)

CAN-SPAM Act

GDPR (if applicable)

State-specific communication regulations


5. Essential Documentation

Required Policies and Disclosures
Comprehensive Terms of Service

Detailed Privacy Policy

Clear Data Use Policy

Communication consent documentation

Transparency statements

Communication Costs and Usage


Billing Structure (These might NOT be your account settings)

For example only

Prepaid account system

Automatic recharge when balance falls below $10-30

Typical recharge range: $50-$100

Fees subject to change without immediate notice


Detailed Communication Pricing

Voice Communication

Outbound calls: $0.049 per minute

Inbound calls: $0.029 per minute


SMS Messaging
Per text segment: $0.027

Segment limit: 140 characters

Additional segments for special characters or formatting


Additional Services

Email sending: $0.003 per email

Premium actions: $0.05 per action

Email verification: $0.02 per email

Content AI: $0.45 per 1000 words, $0.30 per image

Workflow AI: $0.20

Conversation and Voice AI: $0.04/message, $0.26/min voice

AI Reviews: $0.25 per response

Phone number rental: $4-$8 per number/month

Auto-Complete Address: $0.015 Search Result

Funnel AI: $4.95/funnel AI


Carrier and Regulatory Fees


Compliance Cost Considerations

TCPA/A2P/SMS Campaign Registration fees

Average costs:

Campaign registration: $4-$40 per attempt

Monthly campaign fees: $2-$15

Government-mandated fees to ensure communication quality and reduce spam


API Integration and Data Synchronization

Integration Capabilities

Webhook and API connections available

Contact information synchronization

2,000 tasks per month (on $297 plan)

Comprehensive error checking mechanisms


Best Practices

Verify API access and permissions

Use exclusion tags to prevent duplicate records

Maintain data integrity across platforms


User Billing and Usage Responsibility: Critical Terms


Absolute User Accountability


IMPORTANT: By using Perfect Follow Up, you acknowledge and agree to the following critical terms:


Full Financial Liability

YOU are solely responsible for ALL data usage charges

ALL billing and usage fees are YOUR financial responsibility

Perfect Follow Up does NOT absorb or cover any usage costs

Billing Monitoring

It is EXCLUSIVELY your responsibility to:

Monitor your account usage

Verify billing accuracy

Track potential cost increases

Set up appropriate usage alerts

We provide tools, but YOU must actively manage them

Configuration Risks

ANY configuration or setup that results in:Increased data usage

Unexpected billing charges

Compliance-related fees

IS ENTIRELY YOUR RESPONSIBILITY

No Liability Protection

Perfect Follow Up will NOT:Refund unauthorized or unexpected charges

Cover billing errors

Compensate for configuration-related expenses

You bear 100% financial risk for your account's usage

Proactive Monitoring

Recommended Best Practices:

Check usage dailySet up budget alerts

Review detailed billing reports

Understand each potential charge

Adjust configurations to control costs


Fee Acknowledgment


By continuing to use our service, you explicitly acknowledge:

All fees are your responsibility

Charges can occur rapidly

You are responsible for understanding and controlling your usage

No exceptions will be made for billing disputes


Your Financial Commitment

You will pay ALL incurred charges

You will monitor your account continuously

You accept full financial responsibility


CRITICAL WARNING:
⚠️ Configurations can lead to SIGNIFICANT unexpected charges
⚠️ ALWAYS monitor your account
⚠️ YOU are responsible for ALL financial outcomes


Important Considerations

Why Compliance Matters

Protects your business reputation

Ensures legal and ethical communication

Prevents potential fines and service interruptions

Builds trust with your contacts


Support and Guidance

Utilize our Trust Center resources

Consult legal and compliance professionals

Stay informed about evolving regulations


Disclaimer

The information provided is for guidance purposes. Always consult with legal and compliance experts to ensure your specific business meets all requirements.


At Perfect Follow Up, we're your partner in effective, compliant business communication.

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