Scope of this agreement
This Five P's Realtor Playbook Service Agreement ("Agreement") applies to Five P's Realtor Playbook services provided by Prime Intelligence ("Prime Intelligence," "Provider," "we," or "us") to the purchasing customer ("Client" or "you"). The services and pricing that apply to you are determined by the plan selected at checkout.
Selected service plan
Five P's Playbook CRM — $297 one-time setup fee + $297/month. Includes the Five P's Realtor CRM, lead pipeline and contact management, automated lead follow-up, missed-call text back, calendar and appointment tools, reputation and review tools, lead capture forms, Five P's Realtor Website Template, Lead Funnel Template, A2P setup guidance and onboarding, Five P's training and resources, and Five P's Community access when available. This is a template/self-implementation package. Custom website and funnel development, done-for-you implementation, and AI Voice are not included unless purchased separately.
Five P's Playbook Pro — $500 one-time setup fee + $497/month. Includes the Five P's Realtor CRM plus customized lead pipeline/contact management, automated follow-up, missed-call text back, calendar and appointment tools, reputation tools, lead capture forms, custom Realtor website, customized lead funnel, A2P setup and onboarding assistance, system configuration and implementation, Five P's training/resources, and Five P's Community access when available. AI Voice is not included unless purchased separately.
Five P's Playbook AI — $500 one-time setup fee + $597/month. Includes the services provided with Playbook Pro plus AI Voice setup and supported AI-powered call handling, lead information capture, appointment scheduling, and routing. AI Voice, phone, SMS, email, AI processing, and other usage-based services may be subject to applicable usage charges or limits.
Payment and recurring billing
The applicable setup fee and first monthly subscription payment are due at the time of purchase. By purchasing a subscription, Client authorizes Prime Intelligence to charge the payment method provided for the applicable monthly subscription amount until cancellation becomes effective under this Agreement. Usage-based charges, add-ons, custom work, or services outside the selected plan may be billed separately when applicable.
Initial setup work
Setup fees cover onboarding, account preparation, configuration, implementation, and/or other initial work associated with establishing Client's services. Setup fees are non-refundable once onboarding, setup, configuration, or implementation work has begun.
30-day written notice and no proration
There is no long-term contractual commitment beyond the cancellation requirements in this Agreement. Client may cancel at any time by providing Prime Intelligence with at least 30 days' written notice. Monthly subscription charges continue during the 30-day notice period. Cancellation does not result in a prorated refund or credit for any unused portion of a billing period. Previously paid subscription fees, setup fees, completed work, usage charges, and other amounts already incurred are non-refundable except where otherwise required by law or expressly agreed to in writing by Prime Intelligence. Client remains responsible for charges incurred through the effective cancellation date.
Client information and cooperation
Clients purchasing a done-for-you package are responsible for completing requested onboarding and providing accurate business information, contact and brokerage information, branding materials, photographs/media, website or domain information, account access, service details, required compliance information, approvals, and feedback reasonably necessary to perform the purchased services. Implementation timelines may be affected if required information, materials, access, or approvals are delayed. Playbook CRM base-plan clients receive the included templates, systems, training, and resources but are responsible for implementing and customizing them unless otherwise agreed in writing.
A2P, SMS, calling and email
Certain calling and messaging features may require A2P registration, carrier registration, identity verification, or other third-party approval. Prime Intelligence may provide onboarding, training, and assistance but does not control or guarantee A2P or carrier approval, registration timelines, message delivery, phone-number availability, verification decisions, or carrier/platform restrictions. Client must provide truthful and accurate registration information and is responsible for using phone, SMS, email, automation, and related tools in accordance with applicable laws, regulations, consent requirements, brokerage policies, and platform rules.
AI services and usage
AI Voice is included only when specifically identified as part of Client's selected package or purchased separately. AI Voice may assist with supported incoming calls, lead information collection, common inquiries, appointment scheduling, routing, and escalation. AI systems may occasionally produce inaccurate, incomplete, or unexpected responses. Client remains responsible for reviewing AI use within their business and determining whether it is appropriate for particular communications or workflows. AI Voice and related services may be subject to usage limits or additional usage-based charges.
Phone, SMS, email and AI usage
Certain Five P's services rely on usage-based technology. Depending on Client usage, additional charges may apply for phone calls, phone numbers, SMS/MMS, email, AI processing, AI Voice, or premium third-party services. Applicable usage charges are separate from the monthly subscription unless specifically stated otherwise.
Template versus custom implementation
The Playbook CRM base package includes access to designated Realtor website and lead funnel templates and does not include custom done-for-you development. Custom website and funnel implementation is included only with packages that specifically identify those services as included. Additional pages, integrations, custom development, major revisions, specialized functionality, or work outside the purchased package may require additional fees and approval before work begins.
Third-party services
Prime Intelligence uses third-party technology and service providers to deliver certain CRM, communication, automation, website, AI, payment, domain, and related functionality. Prime Intelligence is not responsible for outages, policy changes, approval decisions, service interruptions, account restrictions, pricing changes, or other actions controlled by third-party providers.
Real estate and communications compliance
The Five P's Realtor Playbook provides technology, systems, training, media, marketing, automation, and business tools. Client remains responsible for ensuring advertising, communications, websites, marketing, AI usage, lead follow-up, and other activities comply with applicable real estate laws, licensing requirements, brokerage policies, MLS rules, fair housing requirements, advertising rules, communication/consent requirements, and other professional obligations.
No guaranteed business results
Prime Intelligence does not guarantee a specific number of leads, appointments, transactions, closings, revenue, reviews, sales, or other business results. The Five P's Realtor Playbook provides systems and tools designed to support a real estate professional's business. Results depend on numerous factors outside Prime Intelligence's control.
Account use and professional judgment
Client is responsible for maintaining accurate account information, safeguarding login credentials, reviewing automated communications, maintaining appropriate business practices, and using the system responsibly. Automation and AI tools are intended to assist Client and do not replace Client's professional judgment or responsibilities.
Five P's materials and systems
Five P's Realtor Playbook training, templates, systems, workflows, educational materials, and related proprietary resources are provided for the purchasing Client's authorized business use. They may not be resold, redistributed, copied for commercial distribution, sublicensed, or represented as Client's own product without written authorization from Prime Intelligence.
Updates to the service
Prime Intelligence may update, improve, replace, or modify features, templates, workflows, technology, and third-party integrations as the platform and services evolve. Material changes affecting a Client's paid service will be communicated when appropriate.
Acknowledgment of terms
By completing a purchase and accepting the checkout terms, Client acknowledges understanding of the selected package, pricing, included services, recurring billing structure, setup fee, 30-day written cancellation requirement, no-proration policy, and applicable usage charges. Features and services not specifically included in the selected package may require an additional purchase or fee.
This page states Prime Intelligence's Five P's service terms. For legal advice about your specific business or jurisdiction, consult a qualified attorney.