Welcome to Smart Marketing!

Please review these policies for the best experience with Smart Marketing.

Initial Free Quote (30 Minute Mapping Session)

Free mapping sessions are only applicable to new clients with the founder of the Smart Marketing Group, Roxi Ocasio.

Smart Marketing may gift a mapping session to existing clients if a new project is being contracted, but SM is under no obligation to do so. This is at full discretion of the Smart Marketing team.

Preparing for your Mapping Session: To save time and get the most out of your session, please have your company website link, social site links, or a sample of current marketing materials compiled in an email and send to info@smartmarketme.com at least one hour prior to your session for review.

Free Mapping Session is limited to 30 minutes, and intended to bring clarity to your long and short term business goals. Session may be shorter if goals are clearly outlined in less time. This is a complimentary goal and service consultation, not a complimentary Marketing Consultation.

Tactics, strategies, content creation, product ideas, target market insights, investment analysis, etc. will not be provided outside of a paid Marketing Consultation. The purpose of the Goal Mapping Session is to learn which marketing products or services would best benefit you, based on your current business goals, and to help clarify those goals to the best of our ability.

You may enjoy free content on our blog, newsletter, audio recordings, and in select promotions.

No purchase is necessary.

The Goal Mapping Session does not guarantee further business association. This can be due to scheduling, wait lists, or incompatibility of services provided by Smart Marketing with a potential client's overarching goals.

Our aim is to ensure each client we take on is a proper mutual fit in cost, shared values, and expectations.

Package Payments and Info

Individual Consultations*: Full payment due 24 hours prior to start time, via Venmo transfer. Late payments will forfeit your session. Please inquire for pricing at info@smartmarketme.com with the words "Consultation Pricing" in the subject line.

Marketing Coach Package (M.C.P.)**: Full payment and your signed legal contract must be received 24 hours prior to start date, via Venmo transfer. Payment plan not available. Note: All four sessions must be used in the same month. Limited availability. M.C.P.'s are non-refundable. Please book a single session first to ensure the M.C.P. is right for you! Please inquire for pricing at info@smartmarketme.com with the words "Coach Package Pricing" in the subject line.

Business Seminars**: Full payment and your signed legal contract must be received 24 hours prior to start date, via Venmo transfer. Please inquire for pricing at info@smartmarketme.com with the words "Seminar Pricing" in the subject line.

Contracted Tech Work**: Full payment and your signed legal contract must be received 24 hours prior to start date, via Venmo transfer. Payment plans may exist, depending on your chosen project. Hard copies of designs and products rendered remain intellectual property of Smart Marketing and may not be reproduced without permission or represented otherwise without written consent.

Please inquire for pricing at info@smartmarketme.com with the words "Tech Pricing" in the subject line.

Disclosure: The Smart Marketing Tech Group is a conglomerate of tightly knit independent Marketing professionals in New York, New Orleans, and other parts of the US.

*LinkedIn promotion may be applied.

**LinkedIn promotion not applicable. 

Click here to connect with Roxi on LinkedIn and get the promo code.

Investment Disclaimer: Results of marketing initiatives vary based on industry, financial climate, and season. As with all marketing, initiatives cannot have a guaranteed or specific ROI. Pro services provide deeper insights for refining marketing methods for your specific audience, resulting typically in an increased ROI. All services purchased are at the client's own risk. Services are non-refundable. Contract terms apply until defined contract end date unless otherwise agreed upon in writing by both parties. Cancellation fees may apply. Details will be provided in your unique contract. 

Appointments and Meetings

Smart Marketing is all about respecting our clients' valuable time. We promise to be on time for our appointments, and will provide no less than 5 hours of notice if we need to reschedule.

We kindly ask the same of our clients. (See more below)

Communication Methods: Appointments and meetings can be held via phone, FaceTime, or Google Hangouts (if possible).

Lateness Policy: If a client is more than 10 minutes late to an agreed upon scheduled meeting, or if an appointment is cancelled with less than 5 hours notice, the client will lose their time slot and will be billed for the previously agreed upon duration of that meeting time (a full Individual Marketing Consultation Fee).

Exceptions: We do understand that emergencies happen, and exceptions to this policy are at the sole discretion of Smart Marketing.

"Off Hours" Messaging: We ask that you please email info@smartmarketme.com with any emergencies. Non-scheduling related calls and texts outside of your regular service plan will incur charges equal to a prorated portion of the full fee of an Individual Marketing Consultation.

Privacy and Passwords

In order for Smart Marketing to fully deliver the best possible product for your business, certain deliverables must be made in a timely fashion from each client (or their team).

Passwords to social sites, website platforms, and other digital portals are required to perform certain tasks and will never be shared with anyone without written consent from the client.

Payment methods must be set up in a timely fashion by the client (or client's team) if necessary, as Smart Marketing does not take credit card information from clients.

We accept payment for services exclusively through Venmo (www.venmo.com) or PayPal for client privacy protection.

Digital Advertising

Digital Advertising is a powerful tool.

Smart Marketing accepts Digital Advertising clients that have a standard ad budget for their industry.

We can help you calculate your industry's average PPC in a Marketing Consultation session if you are unsure.

When purchasing Digital Advertising Pro services A La Carte, your Facebook, Yelp, LinkedIn, or other accounts must already be set up by the client prior to ad launch. It is the client's responsibility to retain double-signed documentation of all budget agreements, and to know their appropriate ad spend budget for their business.

All advertising investments, or changes thereto, are the client's responsibility to communicate clearly, both verbally and in writing.

Budget changes require a revised double-signed document. Smart Marketing does not provide financial consultation services, but does make informed PPC or CPI recommendations based on industry research, presented client budget, and inquiries to each advertising platform's corporate headquarters. As with any advertising, results cannot be guaranteed, and vary based on industry, financial climate, and season. Clients agree that investing in PPC or CPI is at their own risk.

Communication

We're a love filled bunch. Smart Marketing prides itself on communication and our prompt sense of urgency. If there is a severe lag in responsiveness or communication from a client without notice (typically more than 3 business days), Smart Marketing reserves the right to discontinue services at any time with no refund and a cancellation fee (varies based on package or service purchased). These terms are outlined clearly in your unique contract.

Contracts

Contracts are unique to each specific service. Please check your email inbox for your contract. If you have not received one yet, please email info@smartmarketme.com. Please note that Smart Marketing reserves the right to refuse service to any client, for any reason. Please see the "Client Conduct" section for more on this topic.

Pricing

Consultation prices are based on market standards. Rates agreed upon at time of contract will remain, and you will be notified at time of renewal of any changes in pricing.

Pricing includes professional services as described using professional in-house editing software.

Consultation Pricing does not include work of Sub-Contractors or digital tools that may be needed for marketing videos, app development, web development, audio tracking, photography, blogging, social media management, CRM databases, networking events, email marketing, sales assistance, etc.

Legal: 1099 Vs. W2

A note from Roxi Ocasio, founder of the Smart Marketing Group (further referred to as "The Contractor" and participants of the Smart Marketing Group (further referred to as the "Sub-Contractors"):

The Contractor and Sub-Contractor's objectives and intentions are to help clients reach their business goals. The Contractor and all Sub-Contractors are independently contracted (1099) professionals.

The Contractor's strategic consultations are influenced by top performing marketing best practices, cutting edge trend education, and extensive experience in the digital marketing field.

The Sub-Contractors are all fully educated in their respective fields, with different levels of professional experience and expertise.

Every member of the Smart Marketing Group has a minimum of 10 years of experience in their field.

Since the Contractor and Sub-Contractors are professionals not under W2 tax laws, but 1099 tax laws, they will execute strategies which they personally present in a consultation, and that are agreed upon, by any client. Assignments will not be taken by the Contractor or Sub-Contractors.

The Contractor and Sub-Contractors do allow collaborative marketing in creative elements, however it is at the sole discretion of the Contractor and Sub-Contractors what the limits and boundaries of this are, and to discontinue services with any party who violates 1099 arrangements.

This includes the client attempting to assign the Contractor or Sub-Contractors W2 administrative tasks, W2 work hours, W2 work location restrictions, or wage control.

Wages are set at the quoted rate of the Contractor.

Contracts of any client who repeatedly attempts to negotiate or control wage agreements, hours, or tasks, will be terminated without refund, under protection of NY State Law.

Client Conduct: The Contractor and Sub-Contractors reserve the right to terminate any client contract, for any reason, including, but not limited to: legal violations, contract violations, belligerent behavior, attempting to make repeated off-hour contact with Contractor or Sub-Contractors, excessive client lateness, continued lack of client clarity in communications, harassment, or non-commitment to the success of a marketing project in language or attitude.

These things will not be tolerated under any circumstance. Mutual respect is our utmost standard at Smart Marketing.

Smart Marketing proudly supports members of all ethnicities, religious beliefs, and the LGBTQ community. We are an inclusive, diversity positive, female headed Marketing Group.