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1. Who we are

ExpertScale Ltd (company number 17443267, registered in England and Wales, registered office 124-128 City Road, London, United Kingdom, EC1V 2NX) is the data controller for the information you give us through this website. Contact us about anything in this policy at blake@expertscale.co.uk.

2. What we collect

When you complete the application form on this page, we collect:

• your full name and business name;
• your telephone number and email address;
• your yearly turnover band, the area you cover, and how many extra jobs you can take on; and
• technical details submitted with the form, namely the page address and the date and time.

We do not ask for, and do not want, special category data, financial account details or payment card numbers through this form.

3. Why we use it, and our lawful basis

• To respond to your application — to check whether your area is available, contact you about it, and prepare for a call. Lawful basis: legitimate interests, namely responding to a business enquiry you asked us to respond to.
• To provide our services if you become a client. Lawful basis: performance of a contract.
• To meet our legal and accounting obligations. Lawful basis: legal obligation.

By submitting the form you are asking us to contact you about your application, including by telephone, text message and email. You can tell us to stop at any time using the contact details above.

4. Where your information is stored

Applications are sent to and stored in our customer relationship management system, provided by HighLevel Inc. (GoHighLevel / LeadConnector), which acts as our processor and holds the data on our behalf under contract. We also hold copies in our own business records and email.

Because that provider operates internationally, your information may be transferred to and stored on servers outside the United Kingdom. Where that happens, the transfer is covered by the safeguards permitted under UK data protection law, such as the UK International Data Transfer Addendum to the EU Standard Contractual Clauses.

Access to your information inside ExpertScale is limited to the people who need it to deal with your application.

5. Who we share it with

We do not sell your information, we do not rent it, and we do not share it with other roofing companies or add it to any shared or third-party marketing list.

We share it only with: our CRM provider described above; Stripe, which processes payments securely on our behalf if you become a client; our professional advisers, such as accountants or solicitors, where they need it; and anyone we are required to disclose it to by law.

6. How long we keep it

If you do not become a client, we keep your application for up to 24 months from your last contact with us, then delete it. If you become a client, we keep your records for the duration of our work together and for 6 years after it ends, to meet our accounting and legal obligations.

7. Your rights

Under UK data protection law you have the right to ask us for a copy of your information, to have it corrected or deleted, to restrict or object to how we use it, and to receive it in a portable format. Where we rely on legitimate interests, you can object at any time and we will stop unless we have compelling grounds not to.

Email blake@expertscale.co.uk and we will respond within one month. There is no charge.

If you are unhappy with how we have handled your information you can complain to the Information Commissioner's Office at ico.org.uk, or by calling 0303 123 1113. We would appreciate the chance to put things right first.

8. Cookies and tracking

This page does not set advertising or analytics cookies, and does not track you across other websites. It loads web fonts from Google Fonts, which involves your browser making a request to Google and sharing your IP address with them for that purpose. If we add advertising or analytics tracking in future, we will update this policy and ask for your consent first where the law requires it.

9. Security

Information is transmitted from this page over an encrypted connection and held in access-controlled systems. No method of transmission or storage is completely secure, but we take reasonable measures to protect your information and will tell you and the ICO about a breach where we are required to.

10. Changes

We may update this policy from time to time. The date at the top shows when it last changed.

1. Who we are

These terms are issued by ExpertScale Ltd, a company registered in England and Wales under company number 17443267, whose registered office is at 124-128 City Road, London, United Kingdom, EC1V 2NX ("we", "us", "our"). You can contact us at blake@expertscale.co.uk.

"You" or "the Client" means the business that engages us. These terms apply to business customers only. Nothing on our website is an offer capable of acceptance; a contract is formed only when we confirm your engagement in writing.

2. Our services

We provide lead generation for roofing businesses, which may include advertising creative, campaign management on third-party platforms, lead capture, CRM automation and reporting, as set out in the written proposal or order agreed with you (the "Services").

We offer two packages. Package 1 — Meta Lead Generation System: we generate and capture leads and deliver them to you, and you call them and book your own quotes. Package 2 — Full Lead & CRM Automation System: everything in Package 1, plus automated follow-up sequences, our lead setter — whether a member of our team or our AI-powered calling system — which contacts those leads and books quote appointments directly into your diary, a monthly on-site content shoot, lead tracking and reporting, and Conversion API setup. Your package, and the deliverables included in it, are set out in your proposal.

Who calls the leads. On Package 1 you call the leads yourself, within 30 minutes of each one landing. On Package 2 we handle all the dialling for you and book the quotes straight into your diary — you do not need to call leads yourself.

We are a marketing services provider. We do not carry out roofing work, we do not employ or supervise your staff, and we are not party to any contract between you and any customer introduced to you.

3. Exclusivity

Your territory is exclusive as standard. For as long as your agreement is active and your payments are up to date, we will not provide lead generation services to another roofing business whose principal place of business is within 30 kilometres of the address stated in your proposal. A larger radius can be agreed in writing for a higher monthly retainer — the setup fee does not change. Exclusivity is suspended while any fee is more than 14 days overdue, and ends when your agreement ends.

4. Fees and payment

Our fees are: Package 1 — £2,500 setup and £2,000 per month; Package 2 — £3,500 setup and £3,000 per month. Your package and billing frequency are confirmed in your proposal. A setup fee is payable before your campaign goes live and is non-refundable — it covers the advertising account, tracking, creative, funnel and CRM work we carry out up front, which has value to you whether or not the guarantee in clause 5 is met. Your monthly retainer is payable monthly in advance.

We are not currently registered for VAT, so no VAT is charged on our fees. If we become VAT registered we will give you at least 30 days’ written notice, after which VAT will be added at the prevailing rate.

Our fees do not include third-party advertising spend, which is billed directly to you by the platform. The minimum advertising spend is £20 per day on both packages. We recommend spending more than the minimum where you can — typically £20–40 per day on Package 1 and £50–100 per day on Package 2 — as a higher budget gives the best chance of meeting the guarantee comfortably. That is a recommendation, not a condition: the guarantee applies so long as you maintain the £20 per day minimum.

Fees are collected by card or direct debit through Stripe. You authorise us to store your payment method securely with Stripe and to collect fees as they fall due.

Late or declined payments. If a payment is late, declined or otherwise fails, we will tell you. It must be resolved by the end of that same day. If it is not, the guarantee in clause 5 ends permanently. Please keep your payment details with Stripe, and your card on the advertising platforms, up to date at all times.

If a payment is not made on time:

• your advertising campaigns will be paused until payment is received in full; and
• if payment remains outstanding 14 days after its due date, we may suspend your account entirely and pursue recovery of the debt, which may include legal action.

Campaigns paused for non-payment are restarted once cleared funds are received. Restarting a paused campaign can take several days to return to its previous performance, and we are not responsible for leads lost during a pause caused by non-payment. We may also charge statutory interest and fixed compensation on overdue sums under the Late Payment of Commercial Debts (Interest) Act 1998, together with our reasonable costs of recovery.

5. The 30 qualified leads guarantee

What we promise. You pay your setup fee and your monthly retainer as normal for the first 90 days. If, at the end of those 90 days, we have not delivered at least 30 Qualified Leads, then:

• your monthly retainer stops — nothing further is payable from that date;
• we keep working at no monthly charge until your 30th Qualified Lead has been delivered, for as long as that takes; and
• your retainer restarts on the day your 30th Qualified Lead is delivered, and your billing date moves to that date.

You continue to pay your advertising spend throughout the free working period, because we cannot generate leads without it. Fees already paid, including the setup fee, are not refunded — the guarantee is continued work, not money back.

What counts as a Qualified Lead. This depends on your package, because it depends on who makes the call.

Package 1 — you call the leads. A Qualified Lead is a single, unique enquiry that meets all of the following:

• it was generated by a campaign we run for you;
• it includes a contact name and a working telephone number or email address;
• the enquirer is located within your agreed territory;
• the enquirer is asking about roofing services of a type listed in your proposal; and
• it is not a duplicate of an enquiry already counted, a member of your own staff, a test submission, or an obvious spam or nuisance submission.

On Package 1 a Qualified Lead does not need to answer the telephone, accept a quotation, or become a paying customer. You are the one making contact, so what we guarantee is the enquiry.

Package 2 — we call the leads for you. A Qualified Lead is a lead who was contacted by telephone by us — whether by a member of our team or by our AI-powered lead setter — answered that call, and as a result had an appointment for a quotation booked into your diary. On Package 2 we control both the contact and the booking, so what we guarantee is the booked quotation.

Once an appointment is booked it counts, whether or not it goes ahead. If the prospect does not attend, cancels or decides not to proceed, or if you cannot attend, it still counts. We guarantee booked quotations — not attendance, and not sales.

What you must do for the guarantee to apply. The guarantee applies only if, throughout the 90 day period, you:

• maintain advertising spend of at least £20 per day, without interruption;
• on Package 1, call each lead within 30 minutes of it reaching the CRM, make at least 4 attempts across the following 72 hours, and log every attempt — where a lead arrives outside your business hours, the 30 minutes runs from the start of your next business day;
• on Package 2, keep your calendar accurate and up to date at all times, including your own private jobs, and keep reasonable quote slots open each week;
• supply the photographs, job information, approvals and access to accounts we reasonably request, within 3 working days of being asked;
• do not pause, materially alter or restrict the campaigns without our written agreement; and
• keep every payment — setup fee, monthly retainer and advertising spend — paid in full and on time.

These conditions continue to apply during any free working period. If you stop meeting them, the free working period is paused until you do.

Every payment must be on time, or the guarantee ends. The guarantee applies only while every payment is made in full and on time — your setup fee, each monthly retainer, and your advertising spend to the platforms. If any of those is late, declined or otherwise fails, we will tell you, and it must be resolved by the end of that same day. If it is not, the guarantee ends permanently. It does not restart if you pay afterwards, and any free working period then running ends at the same time.

We hold this line for a practical reason, not a punitive one. A late or declined payment stops the campaign, and a stopped campaign breaks the performance data that Meta Business Suite and the advertising algorithms rely on. Even a single day of interruption resets learning, raises your cost per lead and sets your results back by considerably more than the day itself. We cannot stand behind a 90 day number on a campaign that has been switched off part way through.

The 90 day period starts on the first day advertising is live, not on the date you sign. Any days on which campaigns are paused at your request, or are suspended for non-payment, or during which a third-party platform restricts your account for reasons outside our control, do not count towards the 90 days.

How leads are counted. Leads are counted from the records in the CRM we provide, which you have access to throughout. If you believe a lead has been counted incorrectly, tell us in writing within 5 working days of it appearing in the CRM, saying why. If you do not, that lead is treated as accepted and counts towards the 30.

How to claim. Tell us in writing within 14 days of the end of the 90 day period. We will review the count with you and, where the shortfall is confirmed, your retainer stops and the free working period begins immediately.

What the guarantee is not. It is continued work at no monthly charge until the guarantee is met. It is not a refund of fees already paid, it is not a refund of advertising spend paid to third-party platforms, and it is not a guarantee of revenue, profit, or any particular conversion rate.

6. Your obligations

You are responsible for responding to leads, for the accuracy of any information and imagery you give us, for holding the licences, insurance and qualifications needed to carry out roofing work, and for ensuring the work you advertise complies with applicable law. You confirm you have the right to let us use any materials you supply.

7. Third-party platforms

The Services depend on platforms we do not control, including advertising networks. We are not responsible for their decisions, including account restrictions, rejected adverts, pricing changes or outages. We will tell you promptly if such an event affects your campaign.

8. Intellectual property

We retain ownership of the methods, templates, systems and know-how used to deliver the Services. On full payment, you receive a non-exclusive licence to use the advertising creative we produce for you, for your own business, for as long as you remain a client. You keep ownership of materials you supply to us.

9. Data protection

Each party will comply with the UK GDPR and the Data Protection Act 2018. In relation to our own advertising activity and the generation of leads we act as a controller. In relation to calling leads and handling your customer data on your behalf — in particular under Package 2 — we act as your processor and you act as the controller, and we will process that data only on your documented instructions, keep it secure, and assist you with data subject requests. You are responsible for your own privacy notice and for having a lawful basis to contact leads, including compliance with the Privacy and Electronic Communications Regulations 2003 for marketing messages. Where our dialling team records calls, we will ensure the caller is told at the start of the call.

10. Term and cancellation

Your agreement runs for the initial period stated in your proposal and continues monthly after that. Either party may end it by giving 30 days' written notice, expiring no earlier than the end of the initial period. We may end it immediately if you fail to pay, breach these terms materially and do not remedy it within 14 days of being asked, or become insolvent.

On termination you remain liable for fees for Services already delivered and for advertising spend already committed. We will provide an export of your lead and customer data within 10 working days of termination, at no charge.

11. Liability

Nothing in these terms limits liability for death or personal injury caused by negligence, for fraud or fraudulent misrepresentation, or for anything else that cannot lawfully be limited.

Subject to that, we are not liable for loss of profit, loss of business, loss of anticipated savings, loss of goodwill, or any indirect or consequential loss; and our total liability arising out of the agreement in any 12 month period is limited to the total fees you paid us in that period.

12. Confidentiality

Each party will keep the other's non-public business information confidential and use it only to perform the agreement, except where disclosure is required by law.

13. General

We may update these terms for new clients at any time; changes do not affect an agreement already in place unless agreed in writing. If any provision is held unenforceable, the rest continues in force. Neither party is liable for failure caused by events beyond its reasonable control. A person who is not a party has no rights under the Contracts (Rights of Third Parties) Act 1999. The agreement is the entire agreement between us on its subject matter. Where you have signed our Marketing Services Agreement, that agreement prevails over these terms in the event of any conflict.

14. Governing law

These terms and any dispute arising from them are governed by the law of England and Wales, and the courts of England and Wales have exclusive jurisdiction.

15. Complaints

If something goes wrong, contact us at blake@expertscale.co.uk and we will respond within 5 working days.