Three Birdies Ai — AI Partner Services Agreement

This agreement ("Agreement") is between the Client identified in this intake form and August, operating as Three Birdies Ai ("Provider"), for AI automation services as described below.

1. Scope of Work

Provider will design, build, and deploy custom AI automations (agents, workflows, or integrations) to address Client's specific business pain points identified during a discovery call. Exact scope is defined in a statement of work agreed to in writing after the discovery call and before any payment is invoiced.

2. Payment Terms

Pricing reflects Provider's founding-client rate — available to the first five (5) Three Birdies Ai clients in exchange for being early proof points for the practice. The rate consists of a one-time $1,500 setup fee covering discovery, spec, build, integration, testing, and launch of the initial automation, plus a recurring $399 per month management fee covering monitoring, optimization, and minor adjustments after launch. Pass-through costs (Anthropic API tokens, Twilio phone/SMS, third-party voice/TTS services) are billed by the respective providers directly to Client's own accounts and are not included in the figures above. The founding rate is locked for twelve (12) months from launch. After Provider's fifth signed client, standard rates ($2,500 setup / $1,130 per month) apply to new clients only — existing clients retain their founding rate. The setup fee is invoiced after scope is agreed in writing and must be paid in full before build begins. Monthly fees are billed on the first of each month via Stripe. All fees are in USD.

3. Discovery & Scoping

Provider will conduct a scheduled discovery call (approx. 30 minutes) to map Client's pain points, current tools, and desired outcomes. A written scope of work will be delivered within 3 business days of the call. Client must approve the scope in writing before the setup fee is invoiced.

4. Timeline

Standard builds are delivered within 2–4 weeks of setup fee payment and Client providing all required access (CRM credentials, API keys, tool logins). Delays caused by Client in providing access extend the timeline accordingly.

5. Client Responsibilities

Client agrees to: (a) provide access to the tools the AI must integrate with (CRM, email, calendar, phone system, etc.); (b) respond to Provider's questions within 3 business days during setup; (c) designate a single point of contact for project decisions; (d) participate in a final acceptance review before launch.

6. Data & Privacy

Provider will handle Client data only to the extent necessary to configure and operate the agreed automations. Provider will not sell, share, or use Client data outside this Agreement. Client retains full ownership of all data in their systems. Credentials shared with Provider are used exclusively for configuration and will be rotated or removed on Client's request or termination of this Agreement.

7. Tools & Third-Party Services

Automations may rely on third-party platforms (OpenAI, Anthropic, Twilio, Zapier, etc.). Client acknowledges that these tools carry their own fees, terms, and occasional outages. Provider will recommend cost-effective tool choices but is not responsible for third-party price changes, feature changes, or service interruptions. Client may be required to hold accounts with these services in their own name.

8. Ownership

Client owns all data, accounts, and configurations created under their name. Provider retains rights to general methodologies, templates, and reusable code components developed across multiple clients. Any Client-specific prompts, workflows, or custom integrations are licensed to Client in perpetuity, even after termination of the monthly plan.

9. Cancellation & Termination

Monthly management may be cancelled by either party with 30 days written notice. The setup fee is non-refundable after scope is approved and work has begun. If Provider terminates without cause, Provider will deliver all work-in-progress and refund any unused portion of pre-paid monthly fees within 5 business days.

10. Performance & Guarantees

Provider will use reasonable efforts to build automations that meet Client's documented scope. Provider does not guarantee specific business outcomes (e.g., percentage revenue increases, number of leads). Performance reports will be provided monthly. Scope adjustments based on observed performance are included in the monthly fee.

11. Limitation of Liability

Provider's total liability is limited to the total amount paid under this Agreement in the 3 months prior to the claim. Provider is not liable for lost revenue, missed leads, data loss from third-party tools, or damages resulting from outages outside Provider's reasonable control.

12. Dispute Resolution

Both parties agree to attempt good-faith resolution before pursuing legal action. This Agreement is governed by the laws of the State of Florida. Any unresolved disputes shall be handled in Orange County, Florida.

13. Entire Agreement

This Agreement, together with the statement of work agreed to after discovery, constitutes the entire agreement between the parties and supersedes all prior discussions. Modifications require written consent from both parties.

By providing your electronic signature below, you confirm you are authorized to enter into this agreement on behalf of the business identified above, and that you have read and agree to all terms. A detailed scope of work will follow after our discovery call.