Terms & Conditions

01 Company Information

02 Acceptance of Terms

By purchasing, subscribing to, or using any Trestio service, you represent and warrant that:

• You have read and understood these Terms and Conditions in their entirety
• You have the legal authority to enter into this Agreement on behalf of yourself or the business entity you represent
• You agree to be bound by all terms, conditions, and policies referenced herein, including Trestio's Privacy Policy and any applicable order form or statement of work
• You accept the No Refund Policy described in Section 9
• You waive any right to initiate a chargeback for services rendered as described in Section 10
• You waive any right to a jury trial in connection with any dispute arising under this Agreement, as further described in Section 24

This Agreement is entered into as of the date you first access or purchase a Trestio service ("Effective Date").

03 Description of Services

Trestio LLC provides business infrastructure services to local service businesses operating in the United States. Services may include, but are not limited to:

• Lead capture website design and build
• Website widget and chat infrastructure
• All-in-one inbox and communication management tools
• Dedicated business phone number and mobile app access
• Automated lead follow-up sequences
• Missed call text back
• AI Chatbot configuration
• AI Receptionist (inbound call handling, available as an add-on)
• 5-Star AI Review and Referral Flywheel
• Customer Re-Engagement Campaigns (one-time, available as an add-on)
• Google Business Profile setup, rebuild, or optimization (available as an add-on)
• Built-in SEO foundation included as part of website build (keyword structure, meta tags, page speed, and technical SEO baseline built into every site from day one)
• Local SEO and AI search visibility infrastructure, including automated Google Business Profile management, AI search presence tracking, citation network management, structured FAQ content, multi-channel content distribution, and weekly performance reporting (available as part of the Rank Boosting System for qualifying established businesses)
• Calendar booking and payment collection
• Platform hosting, maintenance, and system upkeep

Trestio is an infrastructure company. We do not provide marketing management, advertising services, growth guarantees, lead generation, or performance promises of any kind. Trestio does not guarantee specific outcomes including but not limited to leads generated, revenue earned, calls received, or search rankings achieved.

Services are delivered through a third-party CRM and automation platform configured and managed by Trestio on behalf of the client. Trestio's ability to deliver services depends in part on third-party infrastructure providers that Trestio does not own or control. Trestio is not liable for any outages, feature changes, pricing adjustments, policy decisions, or service degradation caused by those third-party providers. Trestio reserves the right to modify the technical delivery stack, provided equivalent functionality is maintained.

Where the AI Receptionist add-on is activated, the client is solely responsible for ensuring that the use of automated inbound call handling complies with all applicable federal and state laws, including call recording consent requirements. Laws governing call recording consent vary by state, and it is the client's obligation to ensure their configuration and use of this feature meets the legal requirements of every state in which their business operates or receives calls.

04 Eligibility

Trestio's services are available exclusively to businesses and business owners operating in the United States. By using our services, you confirm that:

• You are at least 18 years of age
• You are acting on behalf of a legitimate business entity or as a sole proprietor engaged in lawful commercial activity
• You have the authority to bind your business to this Agreement
• Your business is based in and serves customers within the United States

Trestio reserves the right to decline service to any prospective client at our sole discretion.

05 Subscription Plans and Billing

5.1 Available Plans

Trestio offers subscription plans that vary in the scope of services and features included. The specific plan you are enrolled in, along with the applicable monthly fee, will be stated in your service agreement at the time of purchase. Current plan options and pricing are available at trestio.com/pricing.

5.2 Current Pricing

Current subscription pricing is as follows. All prices are in US dollars and are subject to change with 30 days' advance notice to active clients. Any price change will not affect your current billing cycle and will take effect on your next renewal date following the notice period.

Full plan details and feature breakdowns are available at trestio.com/pricing.

5.3 Billing Terms

• All subscription fees are billed in advance of the service period on a monthly basis.
• Subscriptions automatically renew on the same day each month until cancelled by the client in accordance with Section 11.
• Payment is collected by credit or debit card through a secure third-party payment processor. By subscribing, you authorize Trestio to charge your card on file on each renewal date.
• All fees are stated and charged in US dollars.

5.4 Trial Expiration Notice

Where a free trial period applies to your account, Trestio will send a reminder email at least 3 days before the trial period expires. If you do not cancel before the trial ends, your payment method on file will be charged the standard plan rate on the first day following the trial's expiration. It is your responsibility to ensure your contact email address is accurate and that Trestio's communications are not filtered to spam.

5.5 Commitment Incentives

Trestio may offer commitment-based incentives including prepaid terms with associated bonuses or waived fees. Where such an incentive includes a waived or bundled one-time service fee (such as a Google Business Profile setup), early cancellation before the full committed term is complete renders the full retail value of that waived or bundled service immediately due and payable, regardless of any other amounts owed or credited. The specific services, values, and committed term length applicable to any incentive are confirmed in your service agreement at the time of sale.

06 Setup Fees

Certain Trestio plans and add-on services include a one-time setup fee to cover the cost of onboarding, building, and configuring your system. Whether a setup fee applies, and the amount if so, will be clearly stated in your service agreement before purchase.

Where a setup fee applies, it is collected at the time of purchase. Setup fees become non-refundable once the onboarding process has commenced. The onboarding process is deemed to have commenced upon: collection of your completed onboarding form, or initiation of the first onboarding call, whichever occurs first — except as provided under the cooling-off period in Section 9.

07 Usage-Based Charges

7.1 Overview

Certain communication services consumed through the Trestio platform — including but not limited to SMS messages, voice calls, phone number provisioning, and number lookup functions — incur usage-based charges in addition to your monthly subscription fee. Whether usage-based charges apply to your account and which services are subject to them will be clearly disclosed in your service agreement prior to activation.

7.2 Billing Method

Usage-based charges are billed monthly in arrears. At the end of each calendar month, Trestio will calculate your total communication usage for that month and automatically charge the payment method on file for the amount owed. This charge is separate from your subscription fee and will appear as a distinct line item. By activating any communication feature on your account, you authorize Trestio to charge your payment method on file at the end of each billing month for accumulated usage charges.

7.3 Current Usage Rates

Where usage-based charges apply to your account, the following indicative rates apply. All rates are in US dollars and are subject to change based on underlying carrier and platform provider pricing.

7.4 Rate Changes

Usage rates are determined in part by underlying carriers and third-party platform providers and may be subject to change. Where material rate changes apply to active accounts, Trestio will provide advance notice. Continued use of communication features after a rate change notification constitutes acceptance of the updated rates.

7.5 Outstanding Usage Charges on Cancellation

Upon cancellation of your subscription, any accumulated usage charges for the final billing period remain due and payable in full. Trestio will process a final usage charge at the time of cancellation or at the end of the final billing cycle, whichever occurs first. Cancellation of a subscription does not discharge any outstanding usage balance.

08 Free Trials and Promotions

From time to time, Trestio may offer free trial periods, discounted introductory rates, or promotional pricing. The following terms apply to all such offers:

• During a free trial, limited setup or information gathering may occur, but full services are only rendered once a paid billing cycle begins.
• Trestio will send a reminder email at least 3 days before a trial period expires. If you do not cancel before the end of the trial period, your payment method on file will be charged the standard plan rate on the first day following the trial's expiration.
• Promotional discounts apply to the billing amount only and do not modify any other terms of this Agreement, including the No Refund Policy and Cancellation terms.
• Trestio reserves the right to modify, suspend, or discontinue any promotional offer at any time without prior notice to prospective clients. Active clients within an ongoing promotional period will be given 14 days' notice of any change affecting their billing.
• Promotional pricing is non-transferable and may not be combined with other offers unless explicitly stated at the time of sale.

09 Refund Policy

9.1 24-Hour Cooling-Off Period

If you change your mind after purchasing a Trestio service, you may request a full refund of all amounts paid within 24 hours of your initial payment, with no questions asked. To request a refund under this provision, email contact@trestio.com with your name and the subject line "Refund Request" within 24 hours of purchase. Refunds under this provision are processed within 5–10 business days to your original payment method.

9.2 After the Cooling-Off Period

After the 24-hour cooling-off period has passed, all payments are final and non-refundable. This includes monthly subscription fees, setup fees (where applicable), usage charges, and any one-time service fees. By continuing beyond the 24-hour window, you acknowledge that:

• Trestio's services are custom-built and resources are allocated to your account from the moment onboarding begins
• Delivery is considered to have commenced once the onboarding process starts, and is non-reversible
• Cancellation of a subscription stops future charges but does not entitle you to a refund of any amounts already paid
• No partial refunds are available for unused portions of a billing period

9.3 Commitment Incentive Clawback

Where your service agreement includes a commitment-based incentive in which a one-time service fee was waived or bundled (for example, a Google Business Profile setup included at no additional charge as part of a prepaid commitment), early cancellation before the full committed term is complete results in the full retail value of that waived or bundled service becoming immediately due and payable. This amount is not offset against any other credit or refund and is a separate obligation triggered by early cancellation.

9.4 Exceptions

Trestio reserves the right to issue refunds at its sole discretion in cases of documented material failure on our part to deliver the agreed service. Any such determination is made by Trestio on a case-by-case basis and does not create a general entitlement to refunds.

10 Chargebacks

By accepting these terms, you expressly agree not to initiate a chargeback, credit card dispute, or payment reversal with your bank or card issuer for any charges made by Trestio LLC for services rendered under this Agreement.

You understand and agree that:

• Initiating a chargeback constitutes a material breach of this Agreement
• Trestio reserves the right to submit evidence of this Agreement, your acceptance of these terms, platform usage logs, delivery documentation, and communication records to any payment processor, bank, or card network in response to any dispute
• If a fraudulent or unwarranted chargeback is filed, Trestio may pursue recovery of the full amount owed plus any chargeback fees, administrative costs, and reasonable legal or collection fees
• Trestio may suspend or permanently terminate your account upon receipt of a chargeback

If you have a billing concern or believe an error has been made, you must contact us directly at contact@trestio.com before initiating any dispute with your payment provider. Trestio will review all legitimate billing concerns in good faith.

11 Cancellation

11.1 How to Cancel

You may cancel your Trestio subscription at any time by contacting us at contact@trestio.com. Cancellation requests must be submitted in writing and will be confirmed by Trestio within 3 business days.

11.2 Cancellation Effective Date

Cancellation takes effect at the end of the current billing cycle. You will retain access to your platform through the end of the paid period. No further subscription charges will be made after the cancellation is processed. Any usage-based charges accrued up to and including the cancellation date remain due and will be billed as described in Section 7.

11.3 Effect of Cancellation

Upon cancellation:

• Your platform access will be deactivated at the end of the billing period
• Trestio-built website and system assets will be taken offline
• Any outstanding usage charges for the final billing period remain due and payable in full
• No refund is issued for any unused portion of the billing period
• If you are within a committed term and have received a waived or bundled one-time service under a commitment incentive, the full retail value of that service becomes immediately due upon early cancellation as described in Section 9.3

11.4 Data After Cancellation

Client data including contact records, conversation history, and system configurations will be retained for 30 days after cancellation, during which time you may request an export. After 30 days, data will be permanently deleted.

12 Account Transfers and Business Acquisitions

Your subscription to Trestio's services is personal to you and your business entity. You may not transfer, assign, or otherwise convey your Trestio account, platform access, or rights under this Agreement to any third party without Trestio's prior written consent.

In the event that your business is sold, acquired, merged, or otherwise transferred to a new owner or entity:

• You must notify Trestio in writing at contact@trestio.com prior to or promptly following the transfer of ownership.
• The incoming business owner must independently agree to Trestio's then-current Terms and Conditions before platform access is granted to them.
• Trestio reserves the right to require a new service agreement, updated billing information, and a new onboarding process for the incoming owner.
• Trestio is not obligated to continue service to any incoming owner and may decline to do so at our sole discretion.
• Unauthorized transfer of account credentials or platform access to a third party constitutes a material breach of this Agreement and may result in immediate account termination without refund.

13 Delivery of Services

13.1 Delivery Conditions

Services are considered rendered and fulfilled once:

• The client's website has been completed and delivered to the registered domain
• Platform infrastructure, automations, and system components have been configured and activated within the client's platform account
• The client's onboarding call has been completed and system access credentials have been provided

A launch walkthrough call is included as part of onboarding. However, completion of the launch call is not a prerequisite for services being considered delivered. If a client is unresponsive to scheduling the launch call, the service is still considered delivered once the platform is live and accessible.

13.2 Client-Caused Delays

Trestio's delivery timeline does not commence until the client has provided all required onboarding information, including but not limited to: completed onboarding form, business details, branding assets, domain access credentials, and any other materials reasonably requested by Trestio to begin the build. Estimated delivery timelines are provided as guidance only and are contingent on the timely receipt of this information. Delays caused by the client's failure to provide required information do not entitle the client to a refund, service extension at no charge, or any other remedy.

14 Website Edits and Change Policy

14.1 Included Monthly Edits

Each subscription plan includes a monthly allocation of minor website edits submitted as a single batch request:

• Essential System: 1 batch of minor edits per month
• Growth System: 2 batches of minor edits per month
• Rank Boosting System: 2 batches of minor edits per month

A "batch" means all requested edits must be submitted together in a single written request. Requests submitted separately or incrementally count as separate batches and may be applied against future months' allocations or billed as additional batches.

14.2 What Counts as a Minor Edit

Minor edits include: text changes or corrections, image replacements, CTA wording changes, small layout or spacing adjustments, and section-level tweaks that do not require structural changes to the page.

14.3 What Is Not Included

The following are not minor edits and are not included in monthly allocations:

• New page creation
• Full redesigns or visual rebranding
• Structural layout changes across multiple pages
• Copy rewrites or messaging strategy work
• Automation or workflow changes beyond minor text adjustments

14.4 Additional Work Pricing

Requests that fall outside your plan's included edit allocation are available at additional cost. Applicable rates will be provided upon request and confirmed before any out-of-scope work begins.

15 SMS and Messaging Terms

These SMS terms apply to all text message communications sent and received as part of Trestio's A2P 10DLC messaging services.

15.1 SMS Disclosure

By opting in to Trestio's SMS services, you agree to receive text messages related to notifications, marketing offers, account authentication (2FA), and other service-related communications. Message frequency may vary. Standard message and data rates apply according to your mobile carrier's terms.

15.2 Opt-Out

Reply STOP to any Trestio message to unsubscribe from SMS communications at any time. You will receive one final confirmation message and no further messages will be sent.

15.3 Help

Text HELP to any Trestio message or email contact@trestio.com for support.

15.4 Message Delivery

Trestio does not guarantee that messages will be delivered without delays or failures. Such issues can occur due to network problems, device compatibility, or carrier restrictions outside our control.

15.5 Client Obligations for Messaging

When using Trestio's messaging infrastructure, clients are solely responsible for ensuring their use of the messaging system complies with all applicable laws and regulations including the TCPA, CAN-SPAM Act, and applicable carrier guidelines. Clients must not use Trestio's messaging tools to send spam, unsolicited messages, or communications that harass, threaten, or harm recipients. Clients are responsible for obtaining and maintaining valid consent from all contacts in their database to whom messages are sent via the platform.

15.6 A2P 10DLC Compliance

Trestio operates SMS campaigns under the A2P 10DLC framework. Clients acknowledge that use of messaging services through the platform is subject to carrier registration requirements and that messages may be filtered or blocked by carriers if compliance standards are not met. Trestio provides A2P campaign registration as part of the platform setup but is not liable for carrier-side filtering decisions.

16 Payment Failures and Account Suspension

If a payment fails, Trestio will attempt to process the payment up to 4 times over a period of approximately 3 weeks. If a failed payment is not resolved within 48 hours of the first failed attempt, your account and platform access may be suspended until the outstanding balance is paid in full.

During a suspension period:

• Your website and platform automations may be deactivated
• Incoming leads and communications may not be captured or routed
• Subscription time continues to accrue during any suspension period, regardless of access status

Trestio is not liable for any business impact resulting from account suspension due to non-payment. To reinstate your account, you must pay all outstanding amounts in full.

17 Client Obligations

Clients are solely responsible for:

• Responding to leads generated through or captured by Trestio's system
• Answering calls, returning missed call notifications, or configuring call routing appropriately
• Managing their own sales process and converting inquiries into booked jobs or revenue
• Providing accurate, complete, and up-to-date business information required for the system build, including onboarding form completion, branding assets, domain access, and any other materials reasonably requested by Trestio
• Ensuring their business holds all licenses, permits, and insurance required to operate legally
• Complying with all applicable laws in their use of Trestio's platform and communications tools
• Maintaining valid consent records for all contacts in their database to whom messages are sent via the platform
• Ensuring that their use of any AI-powered call handling feature complies with applicable state and federal call recording and consent laws

Trestio is not responsible for sales performance, revenue outcomes, missed opportunities caused by the client's failure to respond to leads, or any business decisions made by the client.

18 Prohibited Use

You agree not to use Trestio's platform, services, or communication infrastructure for any of the following purposes:

• Any unlawful purpose or in violation of any applicable local, state, federal, or international law or regulation
• Sending unsolicited commercial messages, spam, or bulk communications to individuals who have not provided valid consent
• Harassing, threatening, defaming, or intimidating any individual or entity through the messaging or communication tools
• Transmitting content that is obscene, fraudulent, misleading, or deceptive
• Operating a business that is unlicensed, fraudulent, or engaged in illegal activity
• Attempting to gain unauthorized access to Trestio's systems, infrastructure, or any third-party platform integrated with your account
• Reselling, sublicensing, or white-labeling Trestio's services or platform infrastructure to third parties without Trestio's express prior written consent
• Using the platform in any manner that could damage, disable, overburden, or impair Trestio's infrastructure or interfere with any other client's use of the platform

Trestio reserves the right to suspend or permanently terminate any account found to be in violation of this section, without refund and without prior notice where immediate action is warranted to protect the platform or other clients.

19 Intellectual Property

19.1 Trestio's Property

All templates, prompts, automation workflows, system configurations, and methodologies developed by Trestio LLC remain the intellectual property of Trestio LLC. These are licensed to clients on a non-exclusive, non-transferable basis for use during an active subscription. Upon cancellation, this license terminates. Clients may not copy, reverse-engineer, export, or replicate Trestio's system architecture, automation logic, or proprietary workflows for use outside of the Trestio platform.

19.2 Client's Property

Content, materials, branding, logos, and data provided by the client remain the property of the client. Trestio uses client-provided materials solely for the purpose of building and maintaining the client's system.

19.3 Platform Assets on Cancellation

Trestio-built website pages, configured automations, and platform assets deployed within the client's platform account are considered Trestio's work product and will be deactivated upon cancellation. Clients may request an export of their contact data and campaign content within 30 days of cancellation.

20 Limitation of Liability

To the maximum extent permitted by applicable law, Trestio LLC, its members, officers, employees, contractors, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to lost profits, lost revenue, loss of data, loss of business, or loss of goodwill, arising out of or in connection with this Agreement or your use of Trestio's services, even if advised of the possibility of such damages.

In no event shall Trestio's total cumulative liability to you for any claims arising out of or related to this Agreement exceed the total amount paid by you to Trestio in the three (3) months immediately preceding the event giving rise to the claim.

Some jurisdictions do not allow the exclusion or limitation of certain damages, so some of the above limitations may not apply to you.

21 Force Majeure

Trestio shall not be liable for any delay or failure to perform its obligations under this Agreement to the extent that such delay or failure is caused by events beyond Trestio's reasonable control, including but not limited to:

• Natural disasters, acts of God, floods, earthquakes, or severe weather events
• Acts of war, terrorism, civil unrest, or government-imposed restrictions
• Outages, failures, or policy changes imposed by third-party platform providers, telecommunications carriers, or internet service providers that are outside Trestio's control
• Widespread internet infrastructure failures or cybersecurity incidents beyond Trestio's reasonable ability to prevent or mitigate
• Changes in law or regulation that directly prevent or materially impair Trestio's ability to deliver the contracted services
• Pandemic, epidemic, or public health emergency declarations

In the event of a force majeure situation, Trestio will notify affected clients as promptly as reasonably possible and will make good-faith efforts to resume normal service delivery. Force majeure events do not entitle clients to refunds for affected service periods, but Trestio may at its discretion offer service credits on a case-by-case basis.

22 Disclaimer of Warranties

Trestio's services are provided "as is" and "as available" without warranty of any kind, either express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

Trestio does not warrant that:

• The service will be uninterrupted, error-free, or completely secure
• Any specific results, leads, revenue, rankings, or outcomes will be achieved
• Third-party platforms, carriers, or service providers will operate without interruption, policy changes, or service degradation

You use Trestio's services at your own risk. Trestio is not a marketing agency and does not make performance guarantees of any kind.

23 Indemnification

You agree to defend, indemnify, and hold harmless Trestio LLC and its members, officers, employees, contractors, and agents from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or in connection with:

• Your use of Trestio's services in violation of this Agreement or applicable law
• Your use of the messaging platform in violation of TCPA, CAN-SPAM, or applicable carrier guidelines
• Your failure to obtain or maintain valid consent from contacts in your database
• Your use of AI-powered call handling features in violation of applicable call recording or consent laws
• Content or materials you provide to Trestio that infringe the intellectual property or other rights of any third party
• Any claim by a third party arising from your business operations or communications with your customers
• Any fraudulent chargeback or payment dispute you initiate in violation of Section 10

24 Governing Law and Disputes

24.1 Governing Law

This Agreement is governed by and construed in accordance with the laws of the State of Wyoming, United States, without regard to its conflict of law principles.

24.2 Dispute Resolution

Before initiating any formal legal proceeding, you agree to first contact Trestio at contact@trestio.com to attempt to resolve the dispute informally. Trestio will make a good-faith effort to resolve all legitimate concerns within 15 business days.

24.3 Binding Arbitration

If informal resolution fails, any dispute, claim, or controversy arising out of or relating to this Agreement shall be resolved by binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. The arbitration shall be conducted in the State of Wyoming. The arbitrator's decision shall be final and binding. Each party shall bear its own costs unless the arbitrator determines otherwise.

24.4 Jury Trial Waiver

24.5 Class Action Waiver

You agree that any arbitration or legal proceeding arising under this Agreement shall be conducted on an individual basis only. You waive any right to participate in a class action lawsuit or class-wide arbitration against Trestio.

24.6 Jurisdiction for Injunctive Relief

Notwithstanding the arbitration provision, either party may seek injunctive or other equitable relief in any court of competent jurisdiction in Wyoming to prevent the actual or threatened infringement, misappropriation, or violation of intellectual property rights or confidentiality obligations.

25 Entire Agreement and Severability

Entire Agreement

This Agreement, together with any applicable order form, service agreement, or statement of work signed at the time of purchase, constitutes the entire agreement between you and Trestio LLC with respect to the subject matter herein. It supersedes all prior and contemporaneous negotiations, representations, warranties, understandings, and agreements, whether written or oral, between the parties relating to the services described herein. No verbal statement, sales representation, or promise made by any Trestio representative prior to or during the sales process modifies or supplements this Agreement unless confirmed in writing and signed by an authorized representative of Trestio LLC.

Severability

If any provision of this Agreement is found to be invalid, unenforceable, or contrary to applicable law by a court or arbitrator of competent jurisdiction, that provision shall be modified to the minimum extent necessary to make it enforceable, or severed from this Agreement if modification is not possible. The remaining provisions of this Agreement shall continue in full force and effect and shall not be affected by the invalidity or unenforceability of any single provision.

Waiver

Trestio's failure to enforce any right or provision of this Agreement shall not constitute a waiver of that right or provision. No waiver of any breach of this Agreement shall be deemed a continuing waiver or a waiver of any subsequent breach of the same or any other provision.

26 Changes to These Terms

Trestio reserves the right to modify these Terms and Conditions at any time. Material changes will be communicated to active clients via email at least 14 days before taking effect. Non-material changes (such as clarifications, formatting updates, or corrections) may be made without prior notice.

The "Last Updated" date at the top of this page reflects the most recent revision. Your continued use of Trestio's services after any changes constitutes your acceptance of the revised terms. If you do not agree to the updated terms, your sole remedy is to cancel your subscription in accordance with Section 11.

27 Contact

For questions, concerns, or formal notices under this Agreement, contact Trestio LLC at: