NextStep Reach · Effective Date: November 4, 2026
This page explains how billing, refunds, and cancellation work for the NextStep Reach Core Service. Paying clients also sign or accept the NextStep Reach Client Service Agreement, which contains these same terms. If anything here conflicts with a client's signed agreement, the signed agreement controls.
| Due at signup | $1,199 ($700 one-time Setup & Implementation Fee + $499 first month) |
|---|---|
| After that | $499 per month, charged automatically each month until you cancel |
| Free trial | None |
| 30-day guarantee | Your first $499 monthly payment is refundable if you cancel and request a refund within 30 calendar days of your initial payment |
| $700 setup fee | Refundable only if you cancel within the first 30 calendar days and before substantive implementation work begins |
| After 30 days | Monthly payments are non-refundable; no prorated refunds. Cancel before your next renewal to stop future charges |
| How to cancel | Email [email protected] |
The 30-day satisfaction period begins on the calendar date your initial payment is successfully processed. If you cancel and request a refund within the first 30 calendar days, we will refund your first $499 monthly service payment. This applies whether or not implementation work has begun, subject to any legally required exceptions.
The $700 setup fee pays for onboarding, configuration, customization, implementation labor, account setup, integrations, and related work.
Substantive implementation work is work we do to build, configure, or customize your system. It includes, but is not limited to: creating or configuring your sub-account; installing or customizing automation; configuring CRM pipelines; creating calendars; configuring booking systems; creating or modifying forms; configuring phone/SMS systems; purchasing or configuring phone numbers; beginning A2P registration; configuring messaging infrastructure; configuring AI features; creating workflows; creating integrations; importing your information; configuring review systems; customizing reporting; creating client-specific assets; and beginning manual implementation labor.
You can cancel at any time. Email [email protected] (or use another cancellation method we provide) and tell us you want to cancel. Include your business name and account email if you can. You do not need to call, meet with us, or give a reason, and there is no 7-, 15-, or 30-day notice period.
We will send you a written confirmation of your cancellation. If you do not receive it within two business days, please contact us again.
Your $499 monthly charge renews on or about the same calendar day as your initial payment each month. If we receive your cancellation before your next monthly payment is processed, that next $499 payment will not occur. You ordinarily keep access through the end of the billing period you already paid for, unless service is ended for cause or for security or compliance reasons, or we both agree otherwise in writing.
These are two different things:
To receive the 30-day refund, tell us that you want to cancel and that you want a refund, within 30 calendar days of your initial payment. One email can do both.
Some features use third-party services that cost money to use. Third-party and usage-based charges already incurred are non-refundable. Examples include SMS, MMS, phone calls, phone numbers, AI Voice usage, AI usage, email usage, carrier fees, A2P registration fees, domain charges, external software charges, third-party integration charges, and other vendor expenses incurred specifically for you. These charges are separate from the $499 monthly fee unless included in writing.
Approved refunds go back to the original payment method. Your bank or card issuer may take additional time to post the refund.
If you have a question about a charge, please contact us first at [email protected] — we can usually fix billing issues quickly. This does not limit your right to dispute an unauthorized charge with your bank.
This policy does not change our text messaging program. Text messages from NextStep Reach are sent only to people who opt in, and consent to receive texts is not required to purchase services. Message frequency varies. Msg & data rates may apply. Reply HELP for help or STOP to opt out. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. See our Terms of Service (Section 6, Text Message Consent) and Privacy Policy (Section 4, Text Messaging and SMS) for full details.
NextStep Reach · 19570 Chinotto Ln, Riverside, California 92508
Email: [email protected] · Phone: (951) 499-5588 · Website: nextstepreach.com