Terms & Conditions
Clear guidelines for our operations and services partnership
Welcome to Zali Wealth Group, LLC (“Zali Wealth Group”, “we”, “our”, or “us”). By accessing our website or using our services, you agree to the following Terms & Conditions. If you do not agree with these terms, please do not use our website or services.
1. Our Services
Zali Wealth Group, LLC is an operations and systems implementation company. We help businesses scale by designing, installing, and managing operational systems, automations, workflows, integrations, and custom technology stacks.
Our services may include:
CRM implementation
Automation setup
AI and chatbot integrations
Workflow optimization
Marketing and communication systems
Third-party software implementation
Operational consulting
Business systems architecture
We may also recommend and implement third-party platforms and partners we believe are best suited for your business needs.
2. Third-Party Platforms & Integrations
As part of our services, we may integrate or configure third-party software providers including, but not limited to, CRM systems, messaging platforms, automation tools, AI services, and communication software.
Zali Wealth Group, LLC is an independent service provider and is not owned, operated, or controlled by any third-party platform unless explicitly stated.
Any third-party services used by the client remain subject to their own terms, policies, pricing, and compliance requirements.
3. Partnership Disclaimer
Our role is to support and optimize business operations through systems and implementation services. Unless otherwise agreed in writing, Zali Wealth Group, LLC does not become a legal partner, shareholder, employee, or owner of any client business.
References to “partnership” refer strictly to professional collaboration and service relationships.
4. Client Responsibilities
Clients are responsible for:
Providing accurate business information
Maintaining access credentials securely
Complying with applicable laws and platform policies
Reviewing and approving system configurations before deployment
Maintaining active subscriptions for any third-party software used
Failure to provide required access or information may delay project timelines.
5. Payments & Service Terms
All invoices, retainers, subscriptions, or project fees must be paid according to agreed payment terms.
Unless otherwise stated:
Payments are non-refundable once work has started
Late payments may pause active services
Custom implementation work is billed based on scope and complexity
We reserve the right to refuse or terminate services for non-payment or misuse of our systems.
6. Intellectual Property
All custom systems, workflows, documentation, branding, strategies, processes, and materials created by Zali Wealth Group, LLC remain our intellectual property unless otherwise agreed in writing.
Clients retain ownership of their own business data, assets, and proprietary materials.
Unauthorized reproduction, resale, redistribution, or copying of our systems or materials is prohibited.
All rights reserved.
7. Confidentiality
We understand that operational and business data is sensitive. Any non-public information shared with us will be treated as confidential and used solely for the purpose of delivering our services.
We do not sell client data or confidential information.
8. No Guarantee of Results
While we strive to improve efficiency, automation, scalability, and operational performance, Zali Wealth Group, LLC does not guarantee specific financial results, revenue growth, lead generation outcomes, or business performance.
Business success depends on multiple factors outside our control.
9. Limitation of Liability
To the maximum extent permitted by law, Zali Wealth Group, LLC shall not be liable for:
Indirect or consequential damages
Business interruptions
Loss of revenue or profits
Third-party software failures
Platform outages or policy changes
Data loss caused by external providers
Clients use implemented systems and third-party tools at their own discretion and risk.
10. Website Use
You agree not to:
Misuse this website
Attempt unauthorized access
Copy or redistribute website content
Use our branding without written permission
Engage in unlawful or harmful activity through our systems
We reserve the right to restrict access to the website or services at any time.
11. Changes to These Terms
We may update these Terms & Conditions at any time without prior notice. Continued use of our website or services after changes are posted constitutes acceptance of the revised terms.
12. Contact Information
Zali Wealth Group, LLC
zaliwealthgroup.com
Miami Beach, Florida, USA
For questions regarding these Terms & Conditions, please contact us through our website.