Website Management Agreement

Version 2026.2 · Effective October 12, 2026

Our promise

We use commercially reasonable efforts to make your website available 99.9% of the time during each monthly billing cycle. If there is a website issue, please reach out to [email protected] for help.

Introduction

This Website Management Agreement (the “WMA”) sets out the terms of your subscription to our Growth System Plan, Co-Create CRM™, the Express website we build and host for you, and, if you add it, managed WordPress hosting.

This WMA works together with our Master Services Agreement (MSA), which governs our overall relationship. If you haven’t already accepted the MSA, accepting this WMA (by subscribing to a Growth System Plan) also constitutes acceptance of the current MSA. Where this WMA conflicts with the MSA, this WMA controls for the managed service.

“We,” “us,” “our,” and “the Company” means Devyn Brugge, doing business as Co-Creative Digital, a sole proprietorship registered in British Columbia, of Suite 153, 2-70 Church Street, Nanaimo, BC V9R 5H4. “You,” “your,” “Client,” and “Subscriber” means you.

1. The Service

1.1 What You Get

The Growth System Plan bundles:

• Co-Create CRM: our white-labelled marketing and business-growth platform, built on enterprise CRM infrastructure we license and customize for our clients. All plan features, usage credits, and support covered by this WMA.
• Your Express website: built from your brief under MSA Section 2A, hosted by us while you subscribe, with support included and change requests billed at our change rates (Section 1.6).
• Managed WordPress (add-on): hosting and care for a WordPress site at $12 CAD a month per site. Backups, updates and security are covered. See Section 2.

WordPress is optional, see Section 1.4 for how to choose between a CRM-only setup and a CRM + WordPress setup.

1.2 Co-Create CRM Is the Platform

Co-Create CRM is our default recommendation for most solopreneurs and small teams, and it’s where most of our clients see the most success.

The Growth System Plan runs on Co-Create CRM. We do not set up, host or support other CRMs, including self-hosted or open-source ones, unless we agree to it in a separate written Scope of Work under the MSA. If you already have an established CRM, we can connect it to your website and marketing where a connection exists, scoped separately.

1.3 Plan Tiers

Starter Plan, $197 CAD/month (or $1,970 CAD/year, two months free)

• Full access to Co-Create CRM (automation, AI, scheduling, social, e-commerce, all features)
• Your Express website, built and hosted for you. Right now, the $997 CAD Express build fee is waived when you sign up. We will give notice on our website before that changes.
• Support included: chat, help docs and resources, and setup customizations when you’re new. Change requests are paid, at our change rates (Section 1.6)
• Plus:
  • 1 to 2 team members with platform access
  • $10 USD/month in usage credits (email, AI and premium actions such as texts and calls)
  • Onboarding call + self-serve setup guides
  • Chat open 24/7 (our assistant answers right away, and our team follows up in business hours), email (1 to 2 business day response), and scheduled video calls for complex issues
  • Access to add-on marketing services (priced separately)
  • First month refunded if Co-Create CRM isn’t for you within 30 days (Section 6.2)

Pro Plan, priced by inquiry, quoted to your team size and volume

• Everything in Starter, plus:
  • 5+ team members with platform access
  • Priority support
  • Automation review and troubleshooting included
  • Annual design refresh: one data-informed visual refresh of your primary customer-facing website or CRM funnel each year, scoped to improve conversion (see Section 2.7)

1.4 WordPress is an Optional Add-on

Managed WordPress hosting and care is an add-on at $12 CAD a month per site, and WordPress is not required. Your Express website is hosted as part of your plan either way. You can choose to build your entire online presence directly in Co-Create CRM, using its funnels, landing pages, websites, blogs, membership sites, communities, and e-commerce tools, and skip WordPress altogether.

Two ways to use the Growth System Plan:

1. CRM-only: Build entirely in Co-Create CRM. A great fit for coaches, solopreneurs, and small teams whose needs are fully met within the CRM and who want to keep their stack simple.
2. CRM + WordPress: Run Co-Create CRM alongside one or more WordPress sites. The better fit if you need content-rich publishing, blog or news functionality, complex membership structures or custom design.

CRM-only clients save on:

• Spam protection for WordPress forms and comment sections (often US$10 to $30/mo for services like CleanTalk, Akismet, or WPArmour, required if you publish a site with a comments section or any WordPress/plugin form that isn’t embedded from Co-Create CRM)
• WordPress security add-ons and premium plugin licences that the WordPress version would otherwise draw on
• Potentially simpler compliance footprint (one platform to audit rather than two)

CRM + WordPress clients get:

• More content and design flexibility (richer page builders, larger theme and plugin ecosystem)
• A WordPress site you own and can export or move at any time (Section 6.4)

Both CRM-only and CRM + WordPress Pro Plan clients receive the annual design refresh (Section 2.7), applied to whichever is their primary customer-facing surface.

You can switch between the two approaches as your needs evolve. If you start CRM-only and later want WordPress, we’ll spin up and activate it for you. You can add WordPress sites from your account dashboard at $12 CAD a month per site (see Section 2.1).

1.5 Usage Credits and the Wallet

Your plan includes monthly usage credits, $10 USD on Starter, and the amount set in your quote on Pro, that fund variable-cost services: SMS messages, phone calls, email sends beyond included limits, AI-generated content, and similar.

Credits are added to your wallet each billing cycle and consumed as you use the platform. You can monitor balance and usage inside Co-Create CRM.

Auto-recharge is required. You must keep a valid payment card on file. When your wallet falls below a threshold, your card is automatically charged to replenish it. By subscribing, you authorize these automatic wallet top-ups. Disabling auto-recharge may result in service interruptions when the wallet is depleted.

Overage rates match industry-standard provider rates for SMS, voice, email, and AI services and may change with 30 days’ notice. Included credits are added each month and don’t roll over. Wallet top-ups you pay for stay in your wallet.

1.6 Express Website Hosting, Support and Change Requests

We host the Express website built for you under MSA Section 2A for as long as you subscribe. That covers hosting with SSL, daily backups, software and security updates, and restoring the site from a backup if something breaks. The uptime promise at the top of this agreement applies to it.

Support included: chat, help docs and resources, and, when you’re a new client, the setup customizations that get your account and site working for your business. See Section 10.

Change requests: request changes to the words, photos and details on your existing pages from your account. Change requests are paid: $30 CAD for anything under 15 minutes, then $150 CAD an hour in 15-minute steps, and we tell you the cost before we start. We complete each request within 2 business days of your go-ahead. New pages, new features and redesigns are not change requests; we quote them under the MSA.

2. Website Management, What’s Included

2.1 Hosting

Included with your Growth System Plan: hosting for your Express website. Managed WordPress hosting is available as an add-on (Section 1.4). This is suitable for most small-business websites, landing pages, and content-driven marketing sites. As in Our promise above, we use commercially reasonable efforts to keep your website available 99.9% of the time during each monthly billing cycle. If this level is not met, you may be eligible for a service credit of 5% of that month’s plan fee for each full hour of unavailability below 99.9%, up to 50% of that month’s fee.

Unavailability due to scheduled maintenance (announced at least 48 hours in advance, not exceeding one hour per month) does not qualify for service credits. Credit requests must be submitted within 7 days of the unavailability.

Activation. Managed WordPress starts when you add it, during onboarding or at any time later via your dashboard or a support request. Until you add it, nothing is billed for WordPress.

WordPress sites. You can add WordPress sites to your account at any time directly inside Co-Create CRM. Each site is billed at $12 CAD a month on top of your plan and receives the management coverage in Sections 2.2 to 2.4 (updates, security, daily backups). High-activity or high-performance requirements on additional sites may still require custom-scoped hosting or enhanced backups, as described below and in Section 2.2.

When your site needs more than the included hosting: For sites with heavier performance, scale, compliance, or technical requirements, for example, high-traffic sites, complex membership or e-commerce systems, sites with specialized server configurations, or sites with specific data-residency needs, we commission and manage hosting through third-party providers (we already work with several). This is scoped as a custom engagement under the MSA, with hosting costs and our management fee detailed in the Scope of Work. The 99.9% uptime target above applies to hosting we commission; specific SLA terms for third-party hosting may differ and will be documented in the Scope of Work.

We’ll tell you during onboarding whether the included hosting fits your site. If your needs change later (for example, a traffic surge or a new compliance requirement), we’ll flag it and scope the upgrade separately.

Sections 2.2 to 2.8 apply only to managed WordPress sites (the $12 CAD a month add-on). Your Express website is covered by Sections 1.6 and 2.1.

2.2 Backups

Included with each managed WordPress site:

• Daily backups of your site (files and database) to redundant offsite storage whenever your site has activity.
• If your site is compromised by a security vulnerability or external attack, we will restore from backup. No restoration limit for hacks.
• For user-error issues, we’ll perform up to two restorations in any 30-day period. Additional restorations from user error are billed at our current hourly rate with a one-hour minimum.
• Restorations reflect the state of the site at the time the backup was taken. Anything added or changed after that backup is lost.

When your site needs more than daily backups: High-activity sites, for example, sites publishing multiple times per day, sites processing frequent donations or transactions, membership sites with constant user-generated content, or sites with strict recovery-point objectives, may benefit from additional backup frequency and redundancy (for example, 4x-daily snapshots via specialized backup services such as BlogVault). These enhanced backup configurations involve additional third-party costs and management, and will be recommended and scoped as part of a custom engagement under the MSA if needed for your site.

We’ll flag this during onboarding if your site’s activity profile suggests it’s warranted, or whenever your publishing patterns change in a way that exposes you to more data-loss risk than daily backups can cover.

2.3 Software Updates

We keep WordPress core, themes, and plugins updated on a regular schedule, applying updates at our discretion based on security guidance and operational impact.

2.4 Security

We implement security hardening, malware scanning, firewall protection, and monitoring. We cannot guarantee your site will be immune to hacking. In the event of a breach, we will restore your site to its pre-breach state from the most recent clean backup. Beyond restoration, we do not assume further liability.

2.5 Premium Themes and Plugins

• Premium themes and plugins require recurring licence fees for updates.
• If we hold appropriate licences for the themes and plugins used on your site, costs are included in your plan. We maintain licences for as long as you remain an active subscriber.
• If your site uses premium themes or plugins we don’t hold licences for, maintaining those licences is your responsibility. We’ll tell you which ones.
• If you cancel your plan, you lose access to our licensed themes and plugins. You are responsible for securing alternatives or your own licences before continuing to use the site.

2.6 What’s Not Included in Management

Fixing problems caused by third parties you’ve given access to, by your own user error (beyond the two monthly restorations), by expired domain/registrar issues, or by changes to infrastructure outside our stack is not included and is billable at our current hourly rate.

Support after a WordPress or plugin update requires diagnosis and fixing, included to the extent that the issue relates to work we perform. Outside that scope, it’s billable at the current hourly rate.

It is your responsibility to tell us promptly if your site is having problems.

2.7 Annual Design Refresh (Pro Plan)

Pro Plan subscribers receive one data-informed visual design refresh of their existing website every 12 months at no additional cost. The refresh is intended to improve conversion performance based on real analytics and user behaviour from the previous year of activity.

The annual design refresh applies to your activated WordPress site or to your Co-Create CRM funnels and pages, whichever is your primary customer-facing surface. If you’re running a CRM-only setup, we’ll refresh your primary CRM funnel(s) and landing pages within the scope below.

Eligibility requirement, originally designed by us: The refresh applies only to sites, funnels, or pages originally designed and built by Co-Creative Digital under a Scope of Work or this WMA. Sites or funnels you built yourself, had built by another agency, or migrated in from elsewhere are not eligible for the included refresh. If you’d like us to redesign a site we didn’t originally build, we’ll happily scope it as a custom engagement under the MSA.

What’s included:

• Review of site analytics, heatmaps, conversion data, and user-behaviour signals from the prior 12 months
• Identification of the highest-impact visual and layout improvements
• Refreshed design across up to five (5) key pages (typically homepage, primary landing pages, key service or product pages) in Figma or our working design tool
• One round of revisions on the design before implementation
• Implementation of the approved refresh on your live site

What’s not included:

• Adding new pages or new functionality
• Structural rebuilds, full redesigns, or rebrand work (new logo, new brand identity, new content strategy)
• Copywriting, photography, video, or other new content creation
• Custom development, new integrations, or plugin builds
• E-commerce catalogue changes, product photography, or store redesigns

Anything outside the included scope is available as a custom engagement under the MSA with a separate Scope of Work.

Eligibility and timing:

• Eligibility begins 12 months after your Pro Plan subscription start date, and resets every 12 months thereafter on the subscription anniversary
• Unused refreshes do not accumulate, one refresh per 12-month period, use it or it rolls off
• The refresh must be scheduled and kicked off within 90 days of becoming eligible; after that, the year’s refresh is forfeited (this prevents an end-of-year rush and lets us plan capacity)
• If you downgrade from Pro to Starter before a scheduled refresh is delivered, the refresh entitlement is forfeited
• If you cancel the Pro Plan before the refresh is delivered, the refresh entitlement is forfeited and no refund or credit is issued for the value of the refresh

How it works:

• At your Pro Plan anniversary, we’ll reach out to schedule a refresh discovery session (typically 30 to 45 minutes) to review data and agree on scope
• We’ll then deliver the design within approximately 3 weeks of the discovery session, subject to our queue and your availability to review
• Your regular support and hosting continue during the refresh

2.8 Site Freeze Tier (WordPress sites)

If your business is closing, pausing, rebranding, or otherwise dormant but you want to keep your WordPress site online, we offer a Site Freeze tier as an alternative to maintaining an active Growth System Plan subscription.

What the Site Freeze includes:

• WordPress site remains publicly viewable at your domain
• Server-level locking of the WordPress installation (no database writes, no new content, no form submissions, no comment submissions, no new users)
• DNS, SSL certificate, and domain pointing maintained
• Server-level security and infrastructure protection continues through the hosting provider
• Annual check-in to confirm the site is still serving correctly

What the Site Freeze does not include:

• Access to Co-Create CRM (the CRM subscription is separate and ends when you transition to a Site Freeze, unless you pay for it separately)
• Active WordPress core, theme, or plugin updates (the site is locked, updates cannot be applied while frozen)
• Active backups (the site isn’t changing, so new backups are not taken, the final pre-freeze backup is retained)
• Active monitoring, malware scanning, or threat response beyond the hosting provider’s server-level protections
• Content changes, design changes, SEO work, or any active management
• Support beyond clarifying questions about the freeze status

Pricing:

• $25 CAD/month per frozen site
• $250 CAD/year annual billing option (two months free)
• $99 CAD one-time setup fee when transitioning an existing site onto the Site Freeze tier (covers disabling writes, documenting site state, migrating off active management, and configuring the frozen environment)

Residual risk on frozen sites. Because a frozen WordPress site cannot receive security updates, a critical plugin or WordPress core vulnerability discovered after freeze could theoretically be exploited. Server-level protection at the hosting provider mitigates most of this risk, but not all. By accepting the Site Freeze tier, you acknowledge and accept this residual risk in exchange for the reduced price and near-zero active maintenance.

Reactivation. If you decide to bring the site back online as an active, editable site, whether on our Growth System Plan or to migrate elsewhere, a reactivation engagement of $299 CAD applies. This covers:

• Unlocking the WordPress installation
• A full health audit of the site in its frozen state
• Applying all pending WordPress core, theme, and plugin updates accumulated during the freeze
• Resolving any breakages caused by updates (within the included scope; complex breakages may be billed additionally at our current hourly rate)
• Restoring active backups, monitoring, and support coverage

After reactivation, normal Growth System Plan pricing applies if you return to active management, or you can choose to migrate the reactivated site elsewhere.

Cancellation of a Site Freeze. You may cancel the Site Freeze at any time with at least 15 days’ notice before your next billing cycle. Upon cancellation, the site will be removed from our hosting unless you arrange an alternative. We do not provide refunds for partial billing periods or unused portions of annual Site Freeze plans.

3. Co-Create CRM, What’s Included

3.1 Platform Access

Full access to Co-Create CRM platform, including automation workflows, AI-powered features, appointment scheduling, social media publishing, e-commerce tools, forms, pipelines, and reporting.

The exact features available may change as we add, remove, or refine capabilities. We’ll give reasonable notice of material changes.

3.2 Underlying Platform Dependency

Co-Create CRM runs on third-party infrastructure. Some features, limits and policies are set upstream by that platform provider. We’ll notify you of material changes we become aware of.

3.3 Security and Compliance Certifications

The platform underlying Co-Create CRM holds SOC 2 Type II certification across the Security, Confidentiality, and Availability trust service criteria. SOC 2 Type II is an independently audited security standard showing that the platform’s data-protection controls are both properly designed and operating effectively over time. This gives you enterprise-grade security as the foundation of your CRM, at small-business pricing.

Privacy and health-data compliance varies by your jurisdiction and the nature of your work:

• Canadian clients: Co-Create CRM, configured properly, can be used in compliance with PIPEDA (federal private-sector privacy law) and most provincial privacy regimes, for lead management and non-clinical marketing data. For Canadian health-data work subject to provincial health privacy law (e.g., PHIPA in Ontario, HIA in Alberta, PIPA in BC), see the recommended architecture in Section 3.4 below.
• US clients handling Protected Health Information (PHI): HIPAA compliance is available through a separate HIPAA-enabled CRM account we establish for you, which includes the platform’s HIPAA add-on, a Business Associate Agreement (BAA), and agency-wide encryption controls. This is priced separately, currently USD $297/month passed through from the platform provider, plus our setup and management fee, detailed in a separate Scope of Work. A HIPAA-enabled account is permanent once activated and cannot be downgraded. For most healthcare clients, the architecture in Section 3.4 below is a better fit than putting PHI into the CRM at all.
• International and NZ / AU / UK / EU clients: Co-Create CRM’s underlying infrastructure (including SOC 2 Type II certification and encryption-at-rest) provides a strong technical baseline that supports compliance with frameworks such as the NZ Privacy Act 2020 / Health Information Privacy Code, Australian Privacy Act, UK GDPR, and EU GDPR. However, compliance with these laws depends on how the platform is configured and used in your specific workflows. We’ll scope any additional configuration or documentation needs separately.

Regardless of jurisdiction: you are responsible for how you collect, store, and use personal data within the platform, and for your own compliance with the privacy and health-data laws applicable to your business. We provide the infrastructure, configuration support, and certification chain, you provide the lawful basis, consent, and operational practice. See also Section 4 (Content Rules), Section 8 (Acceptable Use) and Section 12 (Indemnification).

3.4 Recommended Architecture for Clinics and Healthcare Practices

For clinics, practitioners, and healthcare providers, the most compliance-friendly architecture is to keep patient health information in a dedicated practice management system (PMS) and use Co-Create CRM for lead management, marketing, and non-clinical customer relationships alongside it.

Practice management systems we commonly connect to (through an API, Zapier, or a secure sync service we set up) include:

• Jane App (widely used by Canadian clinics)
• Cliniko, SimplePractice, Tebra, and similar cloud-based PMS platforms
• EMR / EHR systems where API access is available

Why this works:

• Your PMS is already compliant-by-design for clinical data in your jurisdiction. Jane App, for example, is already compliant with PHIPA, HIA, PIPA, and PIPEDA as part of its core product.
• Co-Create CRM handles inbound leads, marketing automation, email/SMS campaigns, appointment-booking flows, and long-term relationship management, without ever needing to hold patient-chart information.
• Clean separation between clinical data (in the PMS) and marketing data (in the CRM) simplifies your privacy audits, reduces your breach surface, and makes your data-processing records clearer for any regulator or privacy officer.
• You don’t need, and therefore don’t pay for, a HIPAA-enabled CRM account if PHI never enters the CRM in the first place.

What we connect:

We can connect the two systems so that leads in the CRM convert cleanly into patients in the PMS (without duplicate data entry), and appointment confirmations or reminders can flow through the CRM’s SMS/email infrastructure while the clinical record stays in the PMS. This connection work is scoped as a custom engagement under the MSA, separate from the Starter or Pro Growth System Plan base fee.

If you’re a clinic or practitioner unsure which architecture fits your practice, we’ll discuss it during onboarding and scope the connection separately.

3.5 Integrations

The platform integrates with third-party services (payment processors, email providers, calendars, social platforms, etc.). Those services are governed by their own terms. We are not responsible for third-party availability or policy changes. If a third party discontinues or changes a service, we’ll do our best to offer an alternative, but cannot guarantee equivalent replacement.

3.6 Email and Communications

We do not provide or host email accounts (e.g., [email protected]). For email hosting, we recommend Google Workspace, Microsoft 365, Zoho, or ProtonMail.

4. Content Rules

This section applies to every subscriber. It sets out the rules for the content you create, host or send through Co-Create CRM and any website we manage for you.

4.1 Third-Party Platform Policies

Co-Create CRM runs on third-party infrastructure (Section 3.2), and so do the SMS, voice, email and payment services it connects to. Content you store in or send from the CRM must comply with those providers’ acceptable use policies as well as this agreement. If a provider we work with, including our CRM platform, a payment processor or an email or SMS provider, removes you from their service, we’ll help you migrate to an alternative. We cannot force a third-party platform to keep serving you.

Your content, contacts and automations can be exported at any time while you subscribe (Section 6.4), and a WordPress site we host for you can be moved to another host.

4.2 Legal Standard

The standard we hold ourselves and our clients to is Canadian law, specifically the Criminal Code and applicable federal and provincial regulations, together with the laws that apply where you do business.

4.3 Email and Messaging

Email and text campaigns sent from the CRM must comply with CASL, CAN-SPAM where applicable, and the deliverability rules of the email and SMS providers involved. Send only to people who have consented, keep subject lines and preview text accurate, and honour unsubscribes promptly. Deliverability and sender reputation depend on this.

4.4 Absolute Prohibitions

Regardless of where content is hosted (WordPress, CRM, or anywhere else we manage), you may not create, host, or distribute content involving:

• Minors in any sexual, suggestive, or exploitative context
• Non-consent, coercion, or human trafficking
• Bestiality
• Direct incitement to violence against persons or identifiable groups
• Any other content illegal under Canadian law (including but not limited to Sections 163 and 163.1 of the Criminal Code)

These prohibitions are non-negotiable and override any other provision of this WMA or the MSA. Violation is grounds for immediate termination without refund and, where required by law, mandatory reporting to appropriate authorities.

4.5 Compliance

Adherence to this section is a condition of your Growth System Plan subscription. Material breach is grounds for termination of the WMA (see Section 7.2). We will give notice and an opportunity to cure where practical. Repeated or serious violations that put our infrastructure relationships at risk may be acted on immediately.

We reserve the right to review any content at any time and require modifications if, in our reasonable judgment, it puts your operation or ours at risk with third-party providers. Our goal is to keep your business online and your messages landing.

5. Billing and Payment

5.1 Billing Cycle

All plan prices are in Canadian dollars, plus tax.

Plans are billed in advance:

• Monthly: billed on the same date each month, starting from your signup date
• Annual: billed once per year, starting from your signup date. Annual plans receive a discount (two months free, as priced above)

5.2 Payment Method

Credit card, PayPal or another method we accept at checkout. You authorize us to charge your payment method for recurring subscription fees plus any usage overages or wallet top-ups.

5.3 Price Changes

We may adjust pricing with at least 30 days’ written notice. Price changes take effect at your next billing cycle after the notice period. If you don’t agree, you may cancel before the new price takes effect.

5.4 Failed Payments

If a payment fails, we’ll notify you and attempt again. If payment is not resolved within 7 days, we may suspend access until the account is current. You remain responsible for all amounts owed.

5.5 Late Payments

Accounts more than 30 days past due may be suspended or terminated. Overdue amounts bear interest at 12% per year (1% per month), or the maximum permitted by law, whichever is less.

5.6 Annual Plan Refunds

Annual subscriptions are non-refundable. If you cancel an annual plan mid-term, you retain access until the end of your paid period, but no refund is issued for unused months.

6. Cancellation

6.1 How to Cancel

Cancel by:

• Emailing [email protected], or
• Using the cancellation option in your account settings (if available)

6.2 Notice Period

Cancel with at least 15 days’ notice before your next billing cycle for cancellation to take effect at the end of your current billing period. Notice given later than that takes effect at the end of the following billing period.

First-month refund: if Co-Create CRM isn’t for you, tell us within 30 days of your first payment and we refund your first monthly fee. Your subscription then ends. This applies once per business, to a first monthly subscription; annual plans follow Section 5.6. If you take the first-month refund, your Express site comes off our hosting and the built site files are not handed over. Your own words, photos, logo and domain stay yours.

You retain access until your cancellation takes effect. Apart from the first-month refund, we do not provide refunds for partial billing periods or unused portions of annual plans.

6.3 Effect of Cancellation

When your subscription ends:

• Your access to Co-Create CRM stops
• Your Express website comes off our hosting. Your words, photos and contacts are yours: export them before cancellation takes effect, and we can help. Your domain stays yours. To keep the built site, you can buy it out before your cancellation takes effect: $997 CAD, less $83 CAD for each month of plan fees you have paid (an annual plan counts as 12), and free after 12 paid months. We then hand over the site files and you own the site. We never charge the waived $997 build fee in any other way.
• If WordPress is activated on your account, your WordPress site is no longer covered by our hosting, backups, updates, security, or premium-licence coverage. Your WordPress site will be removed from our hosting unless you arrange alternative service with us at our current hourly rate or migrate off before cancellation takes effect
• For 30 days after your subscription ends, we can export your contacts and content for you on request. After that, we may delete it.
• You remain responsible for any amounts owed through the termination date

6.4 Data Export

You may export CRM data (contacts, pipelines, forms, etc.) at any time while your subscription is active using the platform’s built-in export tools.

If WordPress is activated on your plan, WordPress site exports (full database + files) are provided on request for $150 CAD, or we will perform the full migration to another host at our current hourly rate.

Once your subscription ends, self-serve export stops. For 30 days after that, we can export your data for you on request (Section 6.3).

7. Our Right to Suspend or Terminate

7.1 Suspension

We may suspend your account if you:

• Fail to pay amounts owed after notice and opportunity to cure
• Cause active harm to the platform or other users
• Violate the content rules in Section 4
• Violate the Acceptable Use policy (Section 8)

7.2 Termination

We may terminate your subscription immediately if:

• Suspension continues beyond 30 days without resolution
• You materially breach this WMA or the MSA
• You become subject to bankruptcy, insolvency, or similar proceedings
• Repeated or severe violations of the content rules in Section 4 that put our third-party platform relationships at risk

For non-severe violations, we’ll give notice and an opportunity to fix the issue before terminating. If we end your subscription for a reason that isn’t your breach, we refund any fees you’ve prepaid for the part we won’t deliver.

8. Acceptable Use

8.1 Use in Good Faith

Co-Create CRM and our website management are for legitimate business use. You agree to use them lawfully and professionally.

8.2 Prohibited Uses

You may not:

• Send spam or unsolicited messages in violation of CASL, CAN-SPAM, or equivalent anti-spam law
• Violate any law, including privacy and data-protection regulations
• Harass, threaten, or harm others
• Infringe on intellectual property rights
• Distribute malware or attempt to compromise security
• Resell or sublicense platform access without our written permission
• Engage in activity that could damage our reputation or the platform

8.3 Prohibited Industries

We do not provide services to businesses primarily engaged in:

• Illegal activities of any kind (per Canadian law)
• Multi-level marketing or pyramid schemes
• Unlicensed gambling
• Cryptocurrency schemes or unregistered securities
• Weapons, ammunition, or explosives
• Unlicensed controlled substances (properly licensed cannabis where legal is acceptable)
• Debt collection harassment or predatory lending
• Content that meets the Absolute Prohibitions in Section 4.4

Election advertising for a candidate, party or third party needs a separate written agreement, because election law adds its own rules.

8.4 Reasonable Use

Plans include generous allowances designed for typical business use, not abuse. If your usage materially exceeds normal patterns (e.g., using one account to support multiple distinct legal entities/businesses), we’ll reach out to discuss a plan that better fits your needs.

9. Data and Intellectual Property

9.1 Ownership of Your Data

You own your data. We don’t claim any ownership rights over the content, contacts, or business information you store in the platform.

You grant us a limited licence to host, process, and display your content solely to provide the service.

Your Express website. While you subscribe, you have a licence to use your Express site. We keep the copyright in the site design and code until a buy-out (Section 6.3). Your content, logo and domain are always yours.

9.2 Ownership of the Platform

Co-Create CRM, including all software, design, branding, and documentation, is our property (or licensed to us). Your subscription gives you a limited right to use the platform; it doesn’t transfer any ownership.

9.3 Feedback

If you give us suggestions about the platform, we may use them to improve our services with no further obligation to you.

9.4 Data Processing

By using the service, you acknowledge that your data may be processed by our underlying CRM platform provider (as named in Section 3.2) according to their privacy policy and data-processing terms. Section 9.6 covers how we handle your customers’ information.

9.5 Data Security

We implement reasonable security measures to protect your data. No system is perfectly secure. You are responsible for maintaining your own backups of business-critical data.

9.6 Your Customers’ Information

When we host your site or CRM, we handle your customers’ personal information only to provide the service, keep it confidential, protect it with reasonable safeguards, and don’t sell it. Our providers may store it outside Canada, mainly in the United States. If we learn of a security breach that affects your data, we tell you without undue delay so you can meet your own obligations. You remain responsible for having consent to collect it.

9.7 Platform Provider Terms

Your use of Co-Create CRM is also subject to the platform provider’s acceptable use policy, which we’ll share on request.

10. Support

10.1 Channels

• Chat: open 24/7 in the in-platform chat widget. Our assistant answers right away, and our team follows up in business hours.
• Email: [email protected], with a 1 to 2 business day response time
• Video call: for complex issues, we recommend scheduling a call using our booking link (available inside the platform and on our website)

Pro Plan subscribers also receive priority response, plus an automation review and troubleshooting of their workflows.

10.2 Response Times

• Chat: instant answers from our assistant, 24/7; replies from our team in business hours
• Email: 1 to 2 business days for most issues. Pro Plan subscribers receive priority.
• Video call: scheduled through our booking link. Business hours for video calls are Monday to Thursday 9:00 am to 5:00 pm and Fridays 9:00 am to 12:00 pm Pacific Time.

10.3 What Support Covers

Support is included in your plan. It covers questions about using the platform, troubleshooting platform issues, basic guidance, our help docs and resources, and setup customizations for new clients. It does not include:

• Custom development
• Campaign strategy (available through a Roadmap Session or a separate Scope of Work)
• Content creation (copy, design, video)
• Changes to your website (paid change requests, Section 1.6)
• Services outside your plan

These are available as add-on services or scoped as custom projects under the MSA.

11. Disclaimers and Limitations

11.1 Service Provided “As Is”

The service is provided “as is” without warranties of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, or non-infringement.

11.2 No Guarantee of Results

We provide tools, hosting, management, and support. Business results depend on many factors outside our control. We don’t guarantee any specific business outcomes, revenue figures, or marketing results.

We also don’t guarantee approval by any third-party service provider, payment processors, email providers, SMS carriers, hosting platforms, advertising networks, whose services you or we may apply to use on your behalf. Approval decisions are made by the provider based on their own criteria, and we are not responsible for rejections, delays, or account closures initiated by third parties.

11.3 Platform Availability

We target high availability but cannot guarantee uninterrupted service. Maintenance, third-party provider outages, or circumstances beyond our control may interrupt service from time to time.

11.4 Limitation of Liability

To the maximum extent permitted by law, our total liability for any claim arising from your use of the service is limited to the fees you paid us in the six (6) months preceding the claim. We are not liable for indirect, incidental, consequential, or punitive damages, including lost profits, lost data, or business interruption.

12. Indemnification

You agree to indemnify and hold us harmless from any claims, damages, or expenses (including reasonable legal fees) arising from:

• Your violation of this WMA or the MSA
• Your violation of any law or regulation
• Content you create, send, host, or store through the platform or your managed WordPress site
• Your infringement of any third party’s rights

13. Dispute Resolution

13.1 Informal Resolution First

Before any formal dispute, you agree to contact us and attempt to resolve the matter informally. Most concerns resolve quickly through direct communication.

13.2 Governing Law

This Agreement is governed by the laws of British Columbia, Canada, without regard to conflict-of-law principles.

13.3 Jurisdiction

Disputes not resolved informally will be addressed through mediation in Nanaimo, British Columbia. If mediation does not resolve the dispute within 60 days, either party may bring the matter before a court in Nanaimo.

14. General

14.1 Entire Agreement

This WMA, together with the MSA, constitutes the entire agreement between us regarding your subscription. It supersedes any prior discussions or agreements on the same subject.

14.2 Changes to Terms

We may update this WMA from time to time. We’ll give at least 30 days’ written notice of material changes, and you may cancel before they take effect. Continued use after changes take effect constitutes acceptance.

14.3 Severability, Waiver, Assignment

If any provision is unenforceable, the rest remains in effect. Our failure to enforce a right does not waive it. You may not assign this agreement without our consent; we may assign in connection with a merger, acquisition, or sale of assets.

Acceptance

You accept this Website Management Agreement and confirm the following by any of these actions:

• Paying your first subscription invoice for the Starter or Pro Growth System Plan
• Completing checkout for the Growth System Plan through our payment portal
• Otherwise activating or using the service after being given access to these terms

By accepting, you confirm that:

• You have read and understood this Website Management Agreement
• You have also accepted the current Master Services Agreement (MSA), activating a Growth System Plan subscription constitutes acceptance of both documents
• You have the authority to enter into this agreement on behalf of your business
• You have read and understand our general Terms and Conditions and Privacy Policy

Your selected plan, billing cycle, and subscription start date are reflected in your account record and first invoice.

Questions? Email [email protected] or call 778-744-7702.