ROI Guarantee Program
Executive Summary:
We’re confident rebel iQ will generate positive returns for your business. Our ROI Guarantee is simple:
- If you don’t generate more revenue through rebel iQ than you paid for the platform, we’ll extend your service at no additional cost until you do
- Example: Invest $6,000/year in rebel iQ → Need just $6,001 in revenue to achieve ROI
- At average deal size of $2,500, just 3 deals = ROI achieved
- No complex calculations or hidden terms
What You Need to Do
- Use the platform regularly
- Track your leads and deals in the system
- Attend training sessions
- Share your results with us
What We Provide
- Clear revenue targets
- Monthly progress tracking
- Full platform access and support
- Training and optimization guidance
Program Overview
The rebel iQ ROI Guarantee ensures your investment generates positive returns through our platform. This document outlines the complete terms, conditions, and operational requirements of the program.
Definitions
Investment Definition
- “Investment in rebel iQ” refers solely to platform subscription fees and management services
- Excludes all advertising spend, including but not limited to:
- Digital advertising costs (Google, Facebook, etc.)
- Print advertising
- Direct mail campaigns
- Other marketing expenditures
- Excludes third-party tool integrations or subscriptions
- Excludes creative services or content production fees
Qualified Lead
- Any business opportunity entered into rebel iQ system
- Must include minimum required fields (see Data Entry Requirements)
- Lead date/time stamp must be verifiable through system logs
- Must not be a duplicate of existing system contact
- Must not be excluded under Lead Attribution Exclusions
Attribution Methods
- Direct Digital Attribution: Leads generated through rebel iQ landing pages, forms, or tracking links
- System Attribution: Deals managed through rebel iQ platform from lead to close
- Mixed Attribution: Deals partially worked through rebel iQ (minimum 60% of prescribed workflow steps)
- Documentation Required: Clear digital trail of system usage, communication logs, and workflow progression
Active System Usage
- Minimum 3 distinct login days per week
- Regular data entry and updates (minimum weekly)
- Use of core features: lead management, pipeline tracking, communication tools
- Compliance with prescribed workflows
- Regular system access by designated team members
Closed Business
- Fully completed transactions
- Payment received
- All required documentation submitted
- Verified through provided closing statements
- Recorded in system within 5 business days of closing
Investment Tiers & Revenue Targets
| Annual Investment in rebel iQ | Revenue Target to Hit ROI | Typical Deal Volume Needed* |
|---|---|---|
| $6,000 ($500/mo) | $6,001 | 3 deals |
| $12,000 ($1,000/mo) | $12,001 | 5 deals |
| $18,000 ($1,500/mo) | $18,001 | 8 deals |
| $24,000 ($2,000/mo) | $24,001 | 10 deals |
| $36,000 ($3,000/mo) | $36,001 | 15 deals |
| $48,000 ($4,000/mo) | $48,001 | 20 deals |
| $60,000 ($5,000/mo) | $60,001 | 24 deals |
*Based on $2,500 average deal size
Cost Structure Example
- Monthly rebel iQ platform fee: $2,000
- Monthly ad spend: $2,000
- Only the $2,000 platform fee counts toward ROI guarantee
- Annual guarantee threshold would be $24,001 in revenue ($2,000 × 12 + $1)
- Ad spend of $24,000 ($2,000 × 12) is separate and not included in guarantee calculations
Performance Requirements
System Usage Standards
- Complete all onboarding modules within 30 days
- Maintain 80% attendance rate for scheduled training
- Respond to system notifications within 1 business day
- Update lead status within 24 hours of any change
- Log client communications within 48 hours
- Maintain minimum 80% completion rate on workflow tasks
Data Entry Requirements
- Complete all required lead fields including:
- Contact full name
- Business/company name
- Valid phone number
- Valid email address
- Update pipeline status weekly minimum
- Tag all activities with appropriate categories
- Maintain accurate contact records
- Document all client interactions with timestamps
Pipeline Management
- Minimum 10 active opportunities in pipeline
- Weekly pipeline review and cleanup
- Regular status updates on all active deals
- Proper stage progression documentation
- Clear documentation of lost/won reasons
Program Terms & Limitations
Scope of Guarantee
- Valid for initial 12-month term
- Maximum extension period of 6 months
- Applies to standard platform fees only
- Non-transferable between entities/locations
- No retroactive attribution
- Excludes custom development, add-ons, or premium features
Lead Attribution Exclusions
- Client must provide complete database of:
- Existing clients (past 24 months)
- Current pipeline opportunities
- Referral sources
- Past leads and contacts
- Database must be provided within 15 days of program start
- Any contact not disclosed in initial database will be considered a new lead
Eligibility Maintenance
- Provide monthly closed business reports by the 5th
- Submit complete lead source data weekly
- Maintain required system usage metrics
- Complete all prescribed training
- Implement core system features
- Respond to rebel iQ communications within 2 business days
Disqualification Triggers
- Two consecutive months of incomplete reporting
- Systematic platform non-usage
- Failure to complete required training
- Non-implementation of core features
- Data manipulation or misrepresentation
- Master services agreement breach
Tracking & Reporting
Monthly Review Requirements
- Total revenue from rebel iQ attributed business
- Progress toward revenue target
- Pipeline status and health
- System usage metrics
- Training completion status
- Compliance with program requirements
Client Responsibilities
- Timely submission of all required reports
- Complete and accurate data entry
- Regular system access logs
- Updated pipeline information
- Attendance at review meetings
- Response to compliance notifications
rebel iQ Responsibilities
- Monthly performance reports
- Regular compliance monitoring
- System usage analysis
- Attribution tracking
- Training status updates
- ROI calculations and tracking
Dispute Resolution Process
Attribution Dispute Process
- Client must file attribution dispute within 5 business days of lead creation
- Must provide clear evidence of prior relationship
- Dated documentation of previous interaction
- Proof of relationship predating rebel iQ involvement
- Clear connection to existing client or referral source
- Burden of proof lies with client
- rebel iQ reserves right to make final determination
- Disputes filed after 5-day window are automatically rejected
Data Verification
- Monthly audit of submitted reports
- Verification of attribution claims
- Review of system usage logs
- Validation of closing documentation
- Assessment of workflow compliance
Appeals Process
- 0-day window for appeal submission
- Required documentation of compliance
- Performance improvement plan
- Management review panel
- Final binding decision
Legal Disclaimers
- All determinations regarding eligibility and attribution are made at rebel iQ’s sole discretion
- rebel iQ reserves the right to modify program terms with 30 days notice
- Guarantee subject to active subscription and good standing status
- Client must maintain compliance with all master services agreement terms
- Non-compliant periods excluded from guarantee calculations
- No cash value or alternative compensation options
- Program participation subject to approved application