Services Agreement

Last modified: February 10, 2026

This document (Data Processing Agreement or DPA) sets out the terms and conditions governing the Processing of Revamp Biz Personal Data by us in connection with your use of our services.

In this DPA, “we”, “us” and “our” refers to Genius Level Pty Ltd t/a Revamp Biz ABN 36 661 536 232 (Revamp Biz), and “you” and “your” refers to an Revamp Biz client, being a user of Revamp Biz’s services under the applicable master agreement, online terms of service or services agreement (the Agreement).

By using Revamp Biz’s services or by otherwise indicating your assent, you accept and agree to this DPA.

1. Parties

This Online Services Agreement (Agreement) is between:

  1. Service Provider Genius Level Pty Ltd t/a Revamp Biz ABN 36 661 536 232 (Revamp Biz, we, us, our)
  2. Client The person or entity identified as the customer in the online order, sign‑up page or order form (Order) (Client, you, your)

By submitting an Order, clicking “I agree”, paying an invoice that refers to this Agreement, or otherwise using our services, you agree to be bound by this Agreement.

Agreement structure and Online Terms

2.1 This Agreement consists of:

(a) this Online Services Agreement; (b) the Order (including any online check‑out page, order form or proposal accepted by you); and (c) the Revamp Biz Website & Platform Terms and Conditions (Online Terms), as updated from time to time and available at: Terms and Conditions.

2.2 If there is any inconsistency between these documents, the following order of priority applies (to the extent of the inconsistency):

  1. the Order;
  2. this Online Services Agreement;
  3. the Online Terms.

2.3 The Online Terms govern your use of our website, Platform and any AI‑powered tools. This Agreement governs the specific Playbook / Launch / Optimise services you purchase.

3. Services

3.1 We will provide the services specified in your Order (Services). Typically, Services will be one or more of:

(a) Playbook – Client Journey Playbook

  • Mapping your end‑to‑end client journey (lead → renewal/referral);
  • Identifying drop‑offs and “leaks”;
  • Auditing current tools (CRM, email, SMS, calendars, forms);
  • Designing AI‑powered fixes and sequences; and
  • Delivering a prioritised Client Journey Playbook with recommended next steps.

(b) Launch – Client Engagement Engine Launch

  • Designing your client engagement engine architecture;
  • Building workflows across CRM, email, SMS, webforms and calendars;
  • Integrating AI to personalise communication and triage responses;
  • Implementing key journeys (lead nurture, proposal follow‑up, onboarding, renewal, reviews, referrals); and
  • Launching, testing and stabilising the system using your live data.

(c) Optimise – Client Engagement Engine Optimisation

  • Monitoring performance (open rates, responses, conversions, time‑to‑follow‑up, drop‑offs);
  • Tuning messaging, timing and routing based on behaviour;
  • Adjusting journeys as your services, compliance or markets change;
  • Adding new journeys (cross‑sell, win‑back, referrals, reviews) as agreed; and
  • Day‑to‑day management and optimisation of the engagement engine.

3.2 We may provide the Services remotely, using our own tools and systems, and/or your nominated tools and systems, as described in the Order.

3.3 Any timeframes specified in the Order are good‑faith estimates only and are not guarantees, unless expressly stated as “guaranteed” in the Order.

4. AI services and Client responsibilities

4.1 Our Services use artificial intelligence and automation to assist with client engagement, communications and workflow design. Outputs may include suggested messages, content, workflows, routing rules, tags, segments and insights derived from your data.

4.2 You acknowledge and agree that:

(a) AI‑generated outputs may not be complete, accurate or appropriate for every situation; (b) our Services and AI outputs do not constitute financial, tax, legal or other professional advice; and (c) you remain solely responsible for:

  • verifying and approving all AI‑generated content, workflows and configurations before use with your clients;
  • ensuring that all communications and workflows implemented in your systems comply with your internal policies and all applicable laws (including financial services, credit, privacy, spam and consumer laws); and
  • obtaining any consents needed to use, process and store personal information and to send electronic communications.

4.3 You must:

(a) provide us with timely access to your systems, data, tools, personnel and information reasonably required for us to perform the Services; (b) ensure that all information and instructions you give us are accurate, complete and not misleading; and (c) promptly review any deliverables we provide and give feedback or approvals within a reasonable time.

4.4 We are not responsible for delays or issues caused by:

(a) your failure to provide access, information or approvals; (b) inaccuracies or omissions in data or instructions you supply; or (c) changes you make to your systems or processes without our knowledge.

5. Fees, payment and online orders

5.1 You must pay the fees set out in the Order (Fees). Fees may be structured as:

(a) once‑off project fees (for Playbook and Launch); (b) recurring subscription or retainer fees (for Optimise); or (c) a combination of both.

5.2 Unless otherwise stated in the Order:

(a) Fees are in Australian dollars (AUD) and exclusive of GST; (b) we may charge your nominated payment method (card / direct debit) on acceptance of the Order or on the billing dates specified; and (c) invoices are payable within [7/14] days of issue.

5.3 You authorise us (and our payment processors) to:

(a) process payments using the payment details you provide through the Platform or order form; and (b) automatically charge recurring Fees for ongoing Optimise or other subscription Services, until cancelled in accordance with this Agreement.

5.4 If any amount is not paid by the due date, we may (in addition to any other rights):

(a) suspend or limit the provision of Services; and/or (b) charge interest on overdue amounts at the rate of [X]% per month (or the maximum rate permitted by law), calculated daily.

6. Term and termination

6.1 This Agreement starts on the earlier of:

(a) the date you submit an Order or click to accept this Agreement; and (b) the date we first start providing Services to you,

and continues until terminated in accordance with this clause.

Project‑based services (Playbook / Launch)

6.2 For once‑off project work (e.g. Playbook or Launch), the Agreement continues until we have completed the relevant Services and you have paid all Fees, unless ended earlier.

Ongoing services (Optimise / retainers)

6.3 For ongoing Services (e.g. Optimise), the minimum term (if any) and renewal arrangements are set out in the Order.

6.4 Unless the Order says otherwise, either party may terminate ongoing Services for any reason by giving 30 days’ written notice (email is sufficient).

Termination for cause

6.5 Either party may terminate this Agreement (or any Service) immediately by written notice if the other party:

(a) materially breaches this Agreement and fails to remedy the breach within 14 days after receiving notice; or (b) becomes insolvent, enters administration or similar.

Consequences of termination

6.6 On termination or expiry of this Agreement:

(a) you must pay all Fees for Services performed up to the termination date and any committed or non‑refundable third‑party costs we have incurred on your behalf; (b) for ongoing Services billed in advance, we may, at our discretion, refund any unused portion of Fees paid in advance, unless the Order states that Fees are non‑refundable; and (c) clauses which by their nature should survive termination (including confidentiality, intellectual property, limitations of liability and indemnities) will continue.

7. Intellectual property

7.1 Your Materials You retain ownership of all data, content, materials and information you provide to us (Your Materials). You grant us a non‑exclusive, worldwide, royalty‑free licence to use, copy, modify and process Your Materials solely for the purpose of providing the Services and operating the Platform.

7.2 Our IP and tools We (or our licensors) own all intellectual property rights in and to:

(a) the Platform, our AI models, prompts, tools, templates, playbooks and methodologies; (b) any generic workflows, frameworks or know‑how developed by us; and (c) any improvements, modifications or derivatives of the above,

whether created before, during or after this Agreement.

7.3 Deliverables Subject to payment of all applicable Fees, we grant you a non‑exclusive, non‑transferable, non‑sublicensable licence to use the specific deliverables we create for you under this Agreement (for example your Client Journey Playbook, custom workflows and configurations) for your internal business purposes only.

7.4 You must not:

(a) resell, sublicense or commercially exploit our deliverables, systems or Platform (except in the ordinary course of providing your own financial services to your clients); or (b) reverse‑engineer, decompile or attempt to extract the source code of any AI models or tools we use, except to the extent permitted by law.

8. Confidentiality and data

8.1 Each party must keep the other party’s confidential information confidential and use it only as needed to perform or receive the Services, subject to any rights or disclosures permitted under the Online Terms.

8.2 We will take reasonable steps to protect personal information and confidential information we access in the course of providing the Services, and you agree that:

(a) we may use third‑party service providers (including AI infrastructure and cloud hosting providers) to deliver the Services; and
(b) your data may be stored or processed outside Australia, subject to appropriate safeguards.

8.3 You are responsible for ensuring you have all necessary consents and lawful bases to provide us with personal information and client data and to allow us to use it as described in this Agreement and the Online Terms.

9. Warranties and liability

9.1 To the maximum extent permitted by law, we exclude all warranties, representations and guarantees not expressly set out in this Agreement or the Online Terms.

9.2 Nothing in this Agreement excludes, restricts or modifies any consumer guarantees, rights or remedies you may have under the Competition and Consumer Act 2010 (Cth) or any other law that cannot be excluded.

9.3 Where our liability for breach of any guarantee, warranty or condition cannot be excluded but can be limited, our liability is limited (at our option) to:

(a) for services – resupplying the services, or paying the cost of having them resupplied; and (b) for goods – repairing or replacing the goods, or paying the cost of repair or replacement.

9.4 To the maximum extent permitted by law, our total aggregate liability to you arising out of or in connection with this Agreement, the Services and the Platform (however caused, including in negligence) is limited to the greater of:

(a) AUD $[X,000]; and (b) the total Fees you have paid to us under this Agreement in the 3 months immediately before the event giving rise to the claim.

9.5 To the maximum extent permitted by law, we are not liable for:

(a) loss of profit, revenue, goodwill, data, opportunity or anticipated savings; or (b) any indirect, consequential, special or punitive loss or damage,

even if we were aware such loss or damage was possible.

10. General

10.1 Online acceptance You agree that electronic acceptance (including ticking a box, clicking “I agree”, or submitting an Order referencing this Agreement) is as valid and binding as a handwritten signature.

10.2 Governing law and jurisdiction This Agreement is governed by the laws of New South Wales, Australia. The courts of New South Wales have exclusive jurisdiction in connection with this Agreement.

10.3 Assignment You must not assign or transfer this Agreement without our prior written consent. We may assign or transfer our rights and obligations to a related body corporate or in connection with a restructure or sale of our business.

10.4 Notices We may send notices to you via email or through the Platform, using the contact details you provide. You are responsible for keeping your contact details up to date.

10.5 Entire agreement This Agreement and the Online Terms constitute the entire agreement between the parties in relation to the Services and supersede any prior discussions or understandings, except where we both sign a separate written agreement expressly overriding this Agreement.