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Business Agreement
This agreement is made as of (the effective date ), between My Deal Genius LLC (Deal Genius) and the customer as specified below .
Customer Info
Full Legal Business Name
Address
City
State
Zip Code:
Primary Contact Name
Telephone:
Technical Contact Name:
Telephone
Billing Contact
Telephone
Step 1: DG Customer Loyalty Software
• Customer database is synced with the Deal Genius platform. • Customer data is analyzed by the Deal Genius AI engine on a scheduled basis to ensure up-to-date opprtunities .
Step 2: Showroom Appointments
• Deal Genius portal shows daily / weekly & monthly appointment swith full customer interaction including recorded phone calls . • Qualified customers are sent a pre-approved personal offer before coming to the dealership.
On - Demand Campaigns
• Campaigns are setup monthly and monitored weekly for Incentive updates such as manufacturer incentives, lease specials, etc.
ACH PAYMENT (PREFERRED)
Account Name
Bank Name
Account Number
Routing Number
Card Payment
Card Payment
Cardholder Name
Card Number
Expiration Date
CVV
*All fees will be billed directly to the credit card specified in this agreement. By signing below, you authorize My Deal Genius to charge all fees associated with the services provided as outlined in this agreement.
Terms
6 Months – This term is for a minimum of 6 months and automatically renews an additional 90 days thereafter on a rolling basis. 30 day notice required to cancel.
How many active clients are in your database:
Who is your DMS Provider:
Other
Dealer Group Name (If Applicable)
Brands Represented in Dealer Group
Signature
Max. size: 64.0 MB