Sales Engagement Policy
Effective Date: January 1, 2026
This policy defines the standards, responsibilities, and operating procedures that govern all sales execution engagements conducted by Studio9 LLC under the Kenetix brand on behalf of clients.
1. Scope
This policy applies to all sales execution services, including but not limited to lead follow-up, appointment setting, discovery call execution, closing support, objection handling, and pipeline management. It applies to both commission-based and retainer-based arrangements.
2. Appointment Setting vs. Call Attendance
Kenetix distinguishes between appointment setting and call attendance. Appointment setting refers to the scheduling and confirmation of a qualified prospect into a sales call on the client's calendar. Call attendance refers to active participation by a Kenetix representative on the call itself. Unless explicitly specified in the Sales Engagement Agreement, appointment setting is the default deliverable. Call attendance is a separate service and must be confirmed in writing prior to any call.
3. Lead Qualification Standards
Kenetix applies agreed qualification criteria to all leads before advancing them through the sales process. Leads that do not meet the agreed qualification threshold are flagged and returned to the client with a disposition note. Kenetix does not pursue unqualified leads on a commission basis.
4. Client Responsibilities
- Provide timely access to lead data and contact information
- Maintain accurate and current CRM or tracking records
- Communicate any changes to offer, pricing, or target market promptly
- Honor scheduled calls and prepared prospects
- Respond to Kenetix communications within 2 business days to avoid pipeline disruption
- Ensure all payment infrastructure is accessible and functional
5. Communication Standards
All prospect-facing communications conducted by Kenetix will represent the client's brand as agreed during onboarding. Kenetix will not make representations about pricing, deliverables, or commitments that fall outside the approved scope without written authorisation from the client.
6. Non-Solicitation
During the term of any active engagement and for 12 months following termination, Kenetix will not directly solicit the client's customers for competing services. This provision does not restrict Kenetix from serving other clients in the same industry or market.
7. Reporting and Transparency
Kenetix provides regular pipeline and activity reporting as specified in the Sales Engagement Agreement. Clients may request an interim report at any time with reasonable notice. All reporting is subject to the data availability and integration methods agreed at the outset of the engagement.
Questions? Contact us at compliance@getkenetix.com
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