FAQ
Frequently Asked Questions.
Straight answers about plans, billing, websites, CRM, automation, and AI. Still have a question? Contact us.
Is there really no setup fee?
Yes. There is a $0 setup fee on every plan. You pay one monthly subscription price, starting at $197/month for the Launch plan.
Is the website included in my monthly subscription?
Yes. Every plan includes a professionally built Next.js website of up to five standard pages, plus managed hosting and routine platform maintenance, as part of the monthly price.
Is there a long-term contract?
No. All plans are month-to-month subscriptions. There is no long-term contract.
Can I cancel anytime?
Yes, plans are month-to-month and you can cancel anytime. Details about notice timing and the end of your final billing period are covered in the Terms of Service.
Pending approvalConfirm cancellation notice period and whether service continues through the end of the paid billing period.
What happens to my website if I cancel?
Because hosting is part of your subscription, hosting of your website ends when your subscription ends. Our policy on exporting your content and transferring the website is being finalized and will be published in the Terms of Service.
Pending approvalApprove website ownership, portability, export, and buyout terms on cancellation.
Can I use my existing domain?
In most cases, yes. If you already own a domain, we can point it to your new website. You will need access to your domain registrar account (for example, GoDaddy) to update DNS settings, and we will guide you through it.
What is a CRM?
A CRM (customer relationship management system) is one organized place for your contacts, conversations, appointments, and sales opportunities. Instead of tracking leads across email, texts, and spreadsheets, you can see every customer and where they stand in one dashboard.
What counts as an automation workflow?
A standard automation workflow is one automated sequence triggered by a specific event, such as following up with a new lead, sending an appointment reminder, or requesting a review after a job. Launch includes one, Grow includes three total, and Scale includes five total. Highly custom or multi-system automations may be scoped separately.
Pending approvalApprove the formal definition of a 'standard workflow' and what requires separate scoping.
Can I upgrade later?
Yes. You can start on any plan and move up when your business is ready, for example from Launch to Grow, or from Grow to Scale to add the AI assistant.
Pending approvalConfirm how upgrades are billed (proration, effective date) and whether downgrades are supported.
What does the AI assistant do?
The AI assistant, included in the Scale plan, is a chat assistant on your website. It answers common questions using a knowledge base specific to your business, collects contact information, helps qualify potential customers, assists with appointment booking, and hands conversations to a person on your team when needed. You also get reporting on AI conversation activity.
Does the AI assistant answer phone calls?
No. The AI assistant included in the Scale plan works through chat on your website. AI phone answering is not included in current plans. Grow and Scale do include missed-call text-back, which automatically sends a text when you miss a call.
Are text messages and AI usage included?
Plans include the tools to send email and SMS and, on Scale, to run the AI assistant. Messaging and AI usage are not unlimited. Usage allowances and any communication charges (such as SMS carrier fees) will be listed in the service terms before you subscribe.
Pending approvalPublish exact SMS, email, and AI usage allowances and overage / pass-through charges.
How long does setup take?
Setup begins as soon as you complete BrandOpp onboarding. Timing depends on how quickly we receive your information and approvals. A typical timeline will be published here once confirmed.
Pending approvalConfirm a typical launch timeline (e.g. business days from completed onboarding).
Can you connect my existing business tools?
Often, yes. Many common tools can connect to the CRM. We will review what you use during onboarding. Complex or custom integrations are outside standard plans and can be handled through Create A Legacy's advanced services.
Who owns my content and domain?
You keep ownership of the domain you register and the business content you provide to us, such as your logo, photos, and text. Ownership terms for website design, code, and configured systems are being finalized and will be stated in the Terms of Service.
Pending approvalLegal review: ownership of domain, client-supplied content, site design/code, and CRM configuration.
Your Business Deserves Better Systems.
Stop juggling disconnected tools and start building a business designed to grow.
$0 setup · From $197/month · Cancel anytime