Good help. Clear expectations.

These are the proposed service terms for EastSherman and WestSherman. Checkout is paused while the operating business’s identity, support contact, cancellation flow, and service delivery are finalized.

Choose your billing option

Plans are priced in US dollars. Monthly subscriptions are paid monthly, starting at checkout. The Receptionist and Follow-Up Rep also offer annual billing at $1,967 paid upfront, renewing each year. Monthly billing for either is $197. Annual billing saves $397 compared with 12 monthly payments. There is no setup fee or free-trial conversion. Applicable taxes, if any, are shown at checkout.

Cancel anytime

Cancel online before your next renewal and no further recurring subscription charges will be initiated. Service continues through the paid period. No cancellation fee applies. Cancellation does not automatically refund a completed paid period; any refund rights required by applicable law still apply. A payment already initiated before cancellation may still settle.

Standard setup, included

Each plan covers one business. The Receptionist and voice-first Follow-Up Rep are proposed $197/month or $1,967/year pilots; included usage and supported connections will be confirmed before signup. Other plans use the allowance shown on their pages. You supply the required information and approve the workflow. Standard onboarding is intended to take 3–5 business days after complete inputs; an actual start date is confirmed during onboarding. If we cannot deliver the advertised standard setup, your first payment is refunded and renewal canceled. Provider-caused setup delays are credited so the paid service period is not reduced by our delay.

Limits without surprise charges

Usage allowances and reset timing for each pilot will be confirmed before signup, including for annual billing. For other plans, usage resets each monthly billing period and does not roll over. We notify you near your limit and pause new work when it is reached. Receptionist calls use your tested fallback route after the allowance is exhausted. There are no automatic overages or upgrades. Custom integrations and expanded scope require a separate agreement. Existing customer software and carrier fees remain the customer’s responsibility.

AI assistance and owner approval

These services are AI assistants, not human employees. Draft messages, estimates, reviews, and invoice reminders require owner approval and sending unless the plan explicitly includes an approved action, such as a receptionist booking a verified slot or a Follow-Up Rep making calls and sending supporting messages under an approved campaign. You review accuracy and retain business decision authority. Sales, savings, availability, rankings, and error-free output are not guaranteed.

Financial and emergency boundaries

The CFO Assistant and Ops Analyst do not provide licensed accounting, tax, legal, or investment services. Financial outputs depend on your records and need appropriate professional review. The Receptionist is not an emergency service.

Responsible use and data

Supply only business information you are authorized to use. Do not upload passwords, full payment-card data, medical records, or other sensitive regulated records. Your service data should be isolated to your business. See the privacy notice for the website’s current data handling.