System Audit Purchase Terms

Effective Date: November 4, 2026

What you're buying.

The Jeraa System Audit is a one-time review of how your CRM supports your business, from lead follow-up through client delivery. You receive a written report, a prioritized action plan, and a Roadmap Review call. The audit is a review and recommendations. It does not include building or fixing anything in your CRM.

What we need from you.

To complete the audit, you'll fill out the Business Snapshot questionnaire and give us access to your CRM account. That can be a login with view or admin access, or a private integration key and your account ID. If we don't receive both within 30 days of purchase, we may close the order.

Refunds.

You can cancel for a full refund any time before we begin audit work. Audit work begins the first time we access your CRM account, whether by login or by integration key. Once audit work begins, the fee is non-refundable. If we can't complete the audit because of an access problem on our side, we'll refund the full fee.

Credit towards next steps.

If you hire us for setup or a project of $1,000 or more within 30 days of your Roadmap Review, we'll credit 50% of your audit fee toward that work. The credit is one-time, has no cash value, and isn't transferable.

No guaranteed results.

Our recommendations are based on what we see in your CRM and what you tell us. We don't guarantee specific outcomes, such as more leads, revenue, or time saved. Results depend on how recommendations are implemented and on factors outside our control.

Your data.

We use your CRM access only to complete the audit. After the Roadmap Review, we'll remove our access or ask you to revoke your login or integration key. Please don't share protected health information with us during the audit.