The TeamSense Confidence Plan
If Customer enrolls in the TeamSense Pro – Confidence Plan at the agreed-upon premium rate, TeamSense offers a 120-day ROI guarantee. Should the Customer determine in its reasonable discretion that the platform has not delivered equal to or greater value than the cost of the system within the first 120 days of the Term, Customer may request a full refund of all fees paid to TeamSense under this Agreement. Upon approval, the Agreement will be terminated.
1. Eligibility Requirements
To qualify for the ROI Guarantee and receive a full refund, all of the following conditions must be met:
- Plan Enrollment:
Customer must be subscribed to the TeamSense Pro – Confidence Plan. For clarity, TemSense -Pro Confidence Plan is priced at a premium compared to TeamSense Pro. - Customer Size:
This guarantee is available only to Customers with a minimum of 100 licensed employees covered under the Agreement. - Term: Customer agrees to at minimum, an annual agreement, with annual payment terms.
- Implementation Commitment:
Customer must:- Complete onboarding and actively enroll at least 70% of licensed employees within the first 75 days of the Effective Date for plans including integrations, or 45 days for plans without integrations.
- Usage Commitment:
Customer must:- Participate in onboarding activities and Customer Success meetings as outlined in the mutually agreed-upon Mutual Action Plan (Exhibit C).
- Use TeamSense as the exclusive system of record for employee call-off tracking and frontline communications for all licensed users covered under this Agreement during the 120-day period. For clarity, the Customer must not run parallel systems (e.g., CMS or legacy hotlines) for the same use cases during the Guarantee Period.
- Customer must submit a written opt-out request to its assigned Customer Success Manager or to support@teamsense.com within ten (10) business days following the end of the 120-day period.
- Customer must also complete a structured exit interview with a TeamSense representative.
- Upon validation that all eligibility requirements have been met, TeamSense will issue a full refund of all fees paid by Customer under this Agreement.
3. Limitations and Exclusions
- The ROI Guarantee is only available to new TeamSense customers and may not be applied to contract renewals, expansions, or downgrades.
- This offer is limited to one-time use per customer organization.
- The Guarantee is void if Customer fails to meet the requirements outlined in Section 2 of this Exhibit.
- All Customer access to the TeamSense platform will be revoked immediately upon receipt of the opt-out notice and confirmation of termination.
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Exhibit C: Confidence Plan Guarantee Mutual Action Plan [Template]
Customer: [Customer Name] (Customer)
TeamSense Contact: [CSM Name]
Start Date: [Term Start Date]
Guarantee Period Ends: [Date]
This Mutual Action Plan (MAP) outlines the shared commitment between Customer and TeamSense to ensure a successful implementation and measurable value within the Confidence Plan guarantee period. Breach of commitments in the MAP may constitute grounds for revocation of Confidence Plan guarantee.
Required Stakeholders
Role | Responsibilities |
HR Lead | Oversees absence workflows and defines data flow into downstream systems. |
Operations Lead | Drives usage and adoption across frontline teams. |
Technical Lead | Manages integration setup, system access, and technical configurations. |
Required Meeting Cadence
Weekly project syncs are required for Project Leads throughout the guarantee period, unless a different cadence is mutually agreed upon in writing. Action items agreed upon during syncs must be completed in good faith and within designated timelines.
After launch, there will also be a 30-day, 60-day, and 90-day post-launch review, which are also required for Project Leads. Technical Leads may be exempted if no relevant actions are required.
Implementation Phases & Activities
Phase 1: Scoping |
Project Plan:
|
Integration Project Agreement(s): If integrations are required, the customer will sign a separate Integration Project Agreement defining project requirements. TeamSense will provide a Solutions Engineer to assist with scoping and building the integration, in partnership with Customer's Technical Lead. |
Weekly Syncs: Schedule weekly meeting cadence, starting within one week of term start |
Phase 2: System Set-Up & Testing |
Integrations & Employee Data: Build integrations defined by the Integration Project Agreements, and/or, if applicable, complete employee information template for upload |
Absence Form: Complete absence survey customizations |
Testing:
|
Final sign-off: Mutual agreement that TeamSense setup is complete |
Phase 3: Training & Announcement |
Pre-existing call-off process deprecation: Finalize plan to deprecate any pre-existing call-off process at Go-Live to ensure successful TeamSense adoption |
Internal Communication Plan: Define change management and internal communication plan, leveraging best practices shared by TeamSense CSM |
Administrator Training: Administrators will attend TeamSense-provided training and review onboarding materials provided by TeamSense. Customer is responsible for ensuring administrators attend necessary training. |
Manager/Supervisor Training: Managers/Supervisors will attend TeamSense-provided training and review onboarding materials provided by TeamSense. Customer is responsible for ensuring managers/supervisors attend necessary training. |
Employee Announcement: TeamSense will provide customized announcement materials. Customer is responsible for sharing and posting materials to ensure employee awareness. |
Phase 4: Go-Live & Maintenance |
Go-Live Date: ____________ *To retain Confidence Plan Guarantee, TeamSense must be launched to 70% of your licensed employees in the first 75 days from subscription start date. |
Launch Review: Gather feedback at first sync after Go-Live and define any action items to ensure continued success |
30-day Review:
|
60-day Review:
|
90-day Review:
|
Guarantee Terms
To remain eligible for refund under the Confidence Plan:
Weekly syncs must be attended by Project Leads and all agreed action items must be executed
If applicable, Integration Project Agreement must be signed and followed. Integration Project Leads must be assigned and progress the project(s) within the agreed-upon timeframe.
TeamSense must be launched to ≥ 70% of licensed hourly workforce within the first 75 days from subscription start
Prior call-off systems/process must be decommissioned at Go-Live
Good-faith effort must be made to onboard all employees and supervisors and make them successful using TeamSense
Participation in 30-, 60-, and 90-day milestone reviews is required
Escalation
In the event TeamSense believes there has been a breach of the MAP that may void the guarantee, the Customer Success Manager will notify the Customer in writing. If breach of commitment is not rectified with reasonable speed, TeamSense Head of Customer Success will inform customer in writing of revocation of guarantee under the contracted terms.
In acknowledgement:
Customer Entity: ___________________
Signatory Name: ___________________
Signatory Title: ___________________
Signature: ___________________
Date: ___________________
End of Exhibit C