Subscription Policy

1. Purpose and Scope

This Subscription Policy (the “Policy”) establishes the subscription plans, pricing structure, plan tiers, discounts, and billing practices for the Assist LLC customer relationship management platform (the “Service”), effective September 1, 2026.

Except where expressly stated otherwise, this Policy applies to subscriptions established on or after September 1, 2026. Existing customers who qualify for grandfathered pricing or legacy plans retain only the pricing benefits expressly identified by Assist. Grandfathered pricing does not create any contractual right to discontinued plans, features, promotional offerings, or discounts beyond those specifically preserved by Assist. Continued use of the Service remains governed by the Terms of Service and Cancellation & Refund Policy then in effect.

Relationship to other agreements. This Policy is incorporated into and forms part of the Terms of Service. In the event of any conflict between this Policy, the Terms of Service, or the Cancellation & Refund Policy, the Terms of Service control first, followed by the Cancellation & Refund Policy with respect to cancellation and refund matters.

Reservation of rights. Nothing in this Policy creates an independent contractual right to continued pricing, discounts, plan availability, or specific product features except as expressly stated herein or in the Terms of Service. Assist reserves the right to modify subscription plans, features, pricing, and promotional offerings for future subscription terms as permitted under the Terms of Service.

2. Plan Structure — Solo (Per-Agent)

Solo Core — included features

• Custom real estate pipeline with tasks, notes, and client tracking
• Automated follow-ups and reminders
• Meeting scheduling with booking links and calendar sync
• Built-in lead capture forms
• Link-in-bio page with lead capture
• One-click lead conversion from meetings into CRM
• Email automation and nurture sequences
• QR code generators
• Monthly implementation / integration coaching call, plus onboarding session

Solo Pro — everything in Core, plus

• AI-powered communication and personal AI assistant
• Claude MCP integration
• Send as User Email
• Landing Page Builder
• Zapier integration

3. Plan Structure — Teams (Multi-Seat)

Teams pricing is introductory launch pricing while the Teams product matures. Rates are expected to rise for new signups once Teams reaches parity with Solo in product maturity. Customers who subscribe during the introductory pricing period will retain their introductory pricing only while they maintain a continuous subscription in good standing. If the subscription is cancelled, terminated, or otherwise lapses, the customer permanently forfeits the introductory pricing, and any future subscription will be subject to the pricing then in effect.

Teams — Core

Additional seats above 10 (Teams Core). For Teams Core subscriptions exceeding 10 seats, each additional seat beyond the 10-seat plan is billed at $49 per month, with no new named pricing tier created above 10 seats. Per-seat pricing scales linearly at this rate for every seat beyond 10. For example, a 12-seat Teams Core subscription is priced at $599 (10-seat plan) plus $98 (2 additional seats at $49 each), for a total of $697 per month.

Subscriptions requiring more than 20 total seats are quoted on a custom basis, reflecting the differing onboarding and support requirements of brokerage-level accounts.

Teams — Pro

Additional seats above 10 (Teams Pro). For Teams Pro subscriptions exceeding 10 seats, each additional seat beyond the 10-seat plan is billed at $89 per month, with no new named pricing tier created above 10 seats. Per-seat pricing scales linearly at this rate for every seat beyond 10. For example, a 12-seat Teams Pro subscription is priced at $999 (10-seat plan) plus $178 (2 additional seats at $89 each), for a total of $1,177 per month. Subscriptions requiring more than 20 total seats are quoted on a custom basis.

4. Annual Discount Policy

• Standard customers receive a 10% discount off the 12-month run-rate, applied to annual billing only, across both Solo and Teams plans. Monthly billing is charged at the full listed rate for standard customers; there is no standard monthly discount.
• SociallySold funnel customers receive an additional 10% discount, applicable to either monthly or annual billing, at the customer’s election, across both Solo and Teams plans.
• When applied to monthly billing, this discount stands alone, since standard monthly billing carries no separate discount to stack against.
• When applied to annual billing, this discount is applied successively to the customer’s already-discounted standard annual rate. The combined effect is approximately 19% off the full 12-month run-rate, not a flat 20%.
• No other promotional, partner, or discount code may be combined with another discount under this Policy unless expressly authorized by Assist in writing.
• Annual is the recommended, pre-selected option at checkout for standard customers. Monthly billing remains available as a transparent default; there is no contract lock on either option.
• Customers selecting annual billing prepay for a twelve-month subscription term at the applicable annual rate. Cancellation during the annual term prevents future renewal only. Refund eligibility is governed exclusively by the Cancellation & Refund Policy.
• Promotional pricing, partner discounts, introductory pricing, and grandfathered pricing are personal to the qualifying customer, are not transferable, and may not be combined unless expressly authorized by Assist in writing.
• Unless Assist expressly agrees otherwise in writing, cancellation or termination of a subscription permanently forfeits any promotional, partner, introductory, legacy, or grandfathered pricing associated with the account. A customer who later reactivates the Service will receive the pricing and promotions then currently offered, if any.
• Assist may verify a customer’s eligibility for promotional, partner, or other discounted pricing at any time. If Assist reasonably determines that a customer no longer qualifies for a particular discount or promotional rate, Assist may prospectively adjust the subscription to the pricing then in effect upon reasonable notice to the customer.

By purchasing or renewing a subscription, the customer authorizes Assist and its payment processor to charge the payment method provided for the selected subscription plan, applicable taxes, recurring subscription fees, optional add-on services, usage-based charges, regulatory or carrier pass-through fees (if applicable), and any other charges authorized under the Terms of Service. Billing continues until cancelled in accordance with the Terms of Service and the Cancellation & Refund Policy.

5. Feature Tier Placement

Claude MCP integration is a Pro-tier exclusive feature, available on both Solo Pro and Teams Pro. It is not included on Core at either the Solo or Teams level.

6. Cancellation and Access

• Customers may purchase either monthly or annual subscription plans.
• Monthly subscriptions renew each month until cancelled.
• Annual subscriptions renew annually until cancelled before renewal.
• Renewal, cancellation, suspension, payment obligations, and refund eligibility are governed by the Terms of Service and the Cancellation & Refund Policy. Nothing in this Policy modifies those rights or obligations.
• Access continues through the end of the customer’s then-current paid subscription term. Upon cancellation, access continues through the end of the customer’s current paid period.
• Monthly implementation and integration coaching calls are included at no additional cost on every tier, Solo and Teams alike.

Upgrades and downgrades. Customers may change subscription plans in accordance with Assist’s then-current upgrade and downgrade procedures. Unless otherwise disclosed during the plan change process, upgrades may become effective immediately and may result in prorated charges. Downgrades generally become effective at the beginning of the next renewal term. Except as required by applicable law or expressly stated by Assist in writing, no refunds or credits will be provided for unused portions of higher-tier subscriptions following a downgrade. Changes to subscription plans may affect available features, included usage allotments, promotional pricing, and eligibility for discounts.

7. Team Configuration Detail

• Teams seat counts (3 / 6 / 10) refer to additional seats layered on top of the main subscription-holder account, not the total number of users. A “3 seats” Teams plan grants 4 total users access: 1 main holder plus 3 additional seats.
• There is no hard cap on contact imports at this time.

8. Changes to This Policy

Assist LLC may update this Policy from time to time. Material changes affecting then-current subscribers will be communicated in accordance with the notice provisions of the Terms of Service. Changes will not be applied retroactively to alter the pricing of subscription terms already purchased. Except with respect to pricing associated with terms previously purchased, this Policy applies to continued access to and use of the Service after its effective date, including subscriptions that began before the effective date.