1. Who we are and what these terms cover
This website, vtxstrategies.com, and the services described on it are provided by Vertex Infotech Strategies LTD, a company registered in British Columbia, Canada, and based in Vancouver. In these terms, "we", "us" and "Vertex" mean Vertex Infotech Strategies LTD. "You" means the person or business using this website or working with us.
These terms apply when you use this website and when you hire us to automate work for your business. We have kept them in plain language on purpose. If anything here is unclear, ask us at hello@vtxstrategies.com and we will explain it.
How we collect and handle personal information is set out separately in our Privacy Policy.
2. Our services
We provide done-for-you workflow automation. A workflow is a job your business repeats, such as welcoming a new client or sending invoices. Automating it means software carries out those steps for you. We do the work in three stages:
- Design: we study how the job runs today and decide with you what to automate first.
- Build: we set up the workflows, connect the tools they need and test them before they go live.
- Run: once live, your workflows run in one of the two ways explained in section 3.
What each package includes is listed on our pricing page. Before any build starts, we agree with you what each workflow will do and what you will receive.
We do not sell software licences. We sell the work of designing, building and running your automations. The software your workflows run on comes from third-party providers, described in section 9.
3. The two delivery tracks
Where your workflows run depends on one choice: whether you take our monthly plan, also called ongoing support.
- No monthly plan: we build everything inside your own accounts, including your own automation account (the account where the workflows themselves run). You own everything. The software subscriptions are in your name and are billed to you directly by the providers.
- Monthly plan: your workflows run in our account, so we can monitor them, catch failures and keep improving them. You still own the workflows and their full documentation.
On either track, the workflows and their documentation are yours once you have paid in full (see section 7).
4. Cancellation and migration
You can cancel a monthly plan at any time with 30 days' notice. To cancel, email us at hello@vtxstrategies.com. Your plan, and our monitoring, continue until the 30 days are up.
When a monthly plan ends, we move every workflow, with its documentation, into your own account. We export each workflow and reconnect it together with you in a handover session, so nothing is held back. From then on, your workflows run as described for the first track in section 3: in your own accounts, on subscriptions in your name.
There is no long-term lock-in.
5. Fees and payment
- Each package has a one-time setup fee. If you choose the monthly plan, there is also a monthly retainer. Current prices are on our pricing page. Custom engagements are quoted separately.
- All fees are in Canadian dollars (CAD), plus applicable taxes.
- Payment is due as set out on each invoice.
- If a payment is late, we may pause monitoring of your workflows until it is resolved.
- Without a monthly plan, the software subscriptions in your name are billed to you by their providers. Those charges are separate from our fees.
6. Your responsibilities
For the work to go well, we need three things from you:
- Access. Your point of contact grants us access to the accounts and systems each workflow needs. You can review or withdraw that access at any time, though withdrawing it may stop a workflow from running.
- Timely feedback. Someone who knows the process answers our questions, reviews the work and approves it without long delays. If feedback or access is slow, the timeline moves with it.
- The right to share your data. You confirm that you have the right to share any data you give us or ask a workflow to handle, including personal information about your clients or staff. That includes any consent the law requires.
7. Intellectual property
- What's yours. Once you have paid in full, you own the workflows we build for you and the documentation that comes with them.
- What stays ours. We bring our own background methods and templates to the work. These remain ours. Where they are part of your workflows, we license them to you for your own business's use.
- What belongs to the providers. The third-party software your workflows run on belongs to its providers and is covered by their terms (see section 9).
8. Confidentiality
Confidentiality works both ways. We keep confidential the non-public information you share with us about your business, your clients and your systems, and we use it only to do the work for you. That can include passing it to the third-party services in section 9 where a workflow needs it. In return, we ask you to keep confidential any non-public information we share with you, such as our proposals, methods and templates.
This does not apply to information that is already public, or that the law requires either of us to disclose. Personal information is also covered by our Privacy Policy.
9. Third-party services
To build and run workflows, we use reputable third-party providers. We describe them here by category:
- Cloud automation platforms, the services your workflows run on.
- AI voice calling services, such as the one behind the AI assistant that calls you after you send our contact form.
- Customer relationship management (CRM) systems, where client records are kept.
- Analytics services, such as the optional analytics on this website.
- Payment processing services.
We select these providers for their security practices, and they are bound by contractual data-protection obligations. We remain accountable for the personal information we collect, as the law requires. Our Privacy Policy explains how we handle it.
These services are run by their providers, not by us. Where a subscription is in your name (the first track in section 3), it is an agreement between you and that provider, on the provider's terms. If a third-party service has an outage or changes how it works, your workflows may be affected. Our liability for problems caused by third-party services is subject to the cap in section 11.
If you would like to read a provider's published terms or privacy notice, ask us and we will point you to them.
10. No guarantee of specific business results
We promise the work, not a revenue number. We commit to designing and building your workflows as agreed with you and, on a monthly plan, to running them. What the workflows do for your business, such as more revenue, more bookings or faster growth, depends on things outside our control: your market, your team, your clients and how the workflows are used. So we do not guarantee any particular financial or business result.
11. Limitation of liability
- A cap. Our total liability to you for any claim connected with our services or this website is limited to the fees you paid us in the 12 months before the claim arose.
- No indirect losses. We are not liable for indirect or consequential losses, meaning knock-on effects that do not come directly from our work, such as a missed business opportunity.
These limits apply as far as the law allows.
12. Termination
Either of us can end our work together by giving the other written notice, and an email counts. If you are cancelling a monthly plan, the 30 days' notice in section 4 applies.
When our work together ends, the migration promise in section 4 applies: every workflow and its documentation moves into your own account in a handover session. If you had no monthly plan, your workflows are already in your own accounts, so there is nothing to move.
Ownership (section 7), confidentiality (section 8) and the limits in sections 10 and 11 still apply after our work ends.
13. Governing law
These terms are governed by the laws of British Columbia and the federal laws of Canada that apply there. Any dispute about them will be settled in the courts of British Columbia. If something goes wrong, we would rather hear about it first, at hello@vtxstrategies.com.
14. Changes to these terms
We may update these terms from time to time, for example when our services change or when the terms are finalized with legal counsel. The current version will always be on this page, with the date it was last updated. If you are a current client and a change affects you, we will tell you by email.
Questions about these terms? Write to us at hello@vtxstrategies.com.