AI Lead Conversion Specialist

Terms of Business

Last updated: 5 August 2026

1. Acceptance of Terms

These Terms of Business apply to two groups: (a) financial advisers and advisory firms who license our platform ("Customer," "you," when used in Sections 8–9 below), and (b) individuals who submit their details to speak with an AI voice/chat agent deployed using our platform ("End User"). By accessing this website, licensing the Service, or submitting your details through one of our forms, you agree to these Terms. If you do not agree, please do not use our services.

2. Description of Service

ROCKSOLIDLEADGENARATION OÜ provides an AI-based lead engagement and appointment-booking platform ("the Service") that independent financial advisers license to engage with their own prospective clients, including through automated voice and chat interactions.

3. Not Financial Advice

Neither this website nor our AI voice/chat agent provides financial, investment, tax, or legal advice. Any advice an End User receives is from the licensed financial adviser they are connected with, not from us or our AI agent.

4. Communications Consent

By submitting your phone number and checking the consent box on our forms, you agree to be contacted by phone, text message, and email, including via automated technology and our AI voice assistant, as described in our Privacy Policy.

5. Intellectual Property

All content on this website, including text, graphics, and software, is owned by or licensed to ROCKSOLIDLEADGENARATION OÜ and may not be used without our prior written consent.

6. Disclaimer of Warranties

The Service is provided "as is" without warranties of any kind, express or implied, including as to accuracy, reliability, or availability. We do not warrant that Customer's use of the Service will satisfy any particular regulatory, licensing, or professional-conduct requirement that applies to Customer's business.

7. Limitation of Liability

To the fullest extent permitted by law, ROCKSOLIDLEADGENARATION OÜ will not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenue, arising from use of the Service. Our total liability for any claim arising out of these Terms will not exceed the fees paid by Customer to us in the twelve (12) months preceding the claim. Nothing in these Terms limits liability that cannot be limited under applicable law, including liability for our own fraud, willful misconduct, or gross negligence.

8. Customer Responsibility for Regulatory Compliance

Customer is a licensed financial advisory business and is solely responsible for ensuring that its own use of the Service — including all scripts, messaging, calls, texts, emails, and disclosures sent to its prospects and clients through the Service — complies with all laws and regulations applicable to Customer's business. This includes, without limitation, FINRA and SEC rules, state securities and insurance regulations, the Telephone Consumer Protection Act (TCPA), CAN-SPAM, applicable state telemarketing and privacy laws, and Customer's own professional and fiduciary obligations to its clients. We configure the Service according to parameters Customer provides, but we are not a law firm or compliance consultant, do not review Customer's configuration for legal sufficiency, and make no representation that use of the Service satisfies any specific regulatory requirement. Customer is solely responsible for obtaining its own legal and compliance advice before using the Service.

9. Indemnification

Customer agrees to indemnify, defend, and hold harmless ROCKSOLIDLEADGENARATION OÜ from and against any claims, investigations, fines, penalties, damages, and reasonable legal costs arising out of or related to: (a) Customer's failure to comply with any law or regulation applicable to its business in its use of the Service, including those listed in Section 8; (b) Customer's scripts, disclosures, or instructions provided to us for configuring the Service; or (c) Customer's breach of these Terms.

10. Governing Law

These Terms are governed by the laws of Estonia, without regard to its conflict of law principles.

11. Changes to These Terms

We may update these Terms from time to time. Continued use of the Service after changes take effect constitutes acceptance of the revised Terms.

12. Contact Us

Questions about these Terms can be sent to johannes@rocksolidleadgeneration.com, or in writing to:

ROCKSOLIDLEADGENARATION OÜ
Narva mnt 5, 10117 Tallinn, Harju maakond, Estonia
Reg. no. 16583370 · VAT no. EE102594207

This page is a starting template, not legal advice. Sections 8 and 9 shift regulatory-compliance responsibility onto financial- adviser customers, which is standard for B2B platforms like this — but a liability clause is only as strong as it is enforceable, and enforceability varies significantly by state and by how a court reads the surrounding facts. Have this reviewed by a qualified attorney before publishing — particularly given the TCPA exposure and financial-services context here.