CYDF & FPYF Clients

Client Service Scope Guide

What we do vs. what we don’t do for our clients.

Outlined here are the services we offer to our clients and the boundaries of our scope — so expectations are clear from the start.

✅ What We Do + The Scope

The services included in your program, and the scope of each.

ServiceScope / Details

Monthly Email Newsletters

Curated and sent to engage your audience. Once per month, a newsletter is generated on your behalf and scheduled to send to your list of “warm” contacts inside DLA. Any edits or changes to the monthly newsletter are the client’s responsibility.A video walkthrough is available showing how to check what emails are scheduled and how to edit their content.

Weekly Social Media Content

Provides ongoing content specific to your niche and related to your primary service proposition. Once generated, it is the client’s responsibility to edit or change any content after it has been scheduled for release.A video walkthrough is available showing how to check scheduled social content and how to edit it.

Custom Campaign / Project Implementation (Sales Funnels + Automations in DLA)

When a client needs custom support for DLA development, we complete one project per month on their behalf — sales funnels, triggering unique automations to other software, and anything that helps them get more out of DLA. One project per month maximum; each project is subject to approval and must be clearly defined by the client. (“A sales funnel” is not clearly defined; “a sales funnel that offers a paid e-book with an upsell to a tax plan” is.)

LGS Support

Equip your Lead Generation Specialist for success with weekly training calls and one-on-one analysis of performance during your weekly, monthly, or on-demand Progress Partner calls.

Social Media Banners Creation

Branded graphics for your online presence on any social media platform. Unlimited edits, so long as comprehensive feedback is given on each edit request via a Loom video.

Virtual Business Cards

Design and setup of digital business cards. Here’s an example: Virtual Card.

Website Creation + On-Demand Updates

We build your website and facilitate any changes you request within our website model. (We do not build “SEO”-specific websites — i.e. you cannot request 50 pages stuffed full of keywords.) Any changes require a Loom video showing the changes you want made.

Cold Email Consulting

We provide guidance on the setup and offer list-buying options, should you wish to pursue this strategy.

Scheduling Link Creation + Updates

Create links for appointment booking. Unlimited requests for changes and updates to how your scheduling links work.

Lead Magnets / Resources Creation

Create client-attracting assets. One asset per quarter can be developed — PDFs, whitepapers, e-books, and anything related to generating interest in your services.

❌ What We Don’t Do

Outside our scope of service — handled by you or your team.

ServiceContext

Google My Business Profile Creation

Outside our scope of service. The client must be in control of this asset and responsible for getting it online.

Weekly Newsletters & SMS Blast

We provide a monthly email newsletter as part of your program, but ongoing weekly newsletter creation, weekly SMS blasts, and their distribution are outside our scope and must be handled by you or your team.

Logo Creation

We do not offer branding or logo design, but we will make updates to an existing logo (correct formats/files or small modifications).

Copywriting

We provide copy editing services, not copywriting services. The client provides the message and we optimize its performance.

Full LGS Management

We do not source talent, run interviews, administer paid tests, pay the LGS, or do anything outside of providing training and assistance to the owner for management.

Lead Scraping

We do not “scrape” leads to generate email lists for clients. Any lead scraping is solely the responsibility of the client.

Paid Advertising

We do not create paid advertising campaigns for clients on any platform, barring a special engagement that details the service provided in detail.

Create Social Media Accounts

Outside our scope of service. The client must be in control of this asset and responsible for getting it online (LinkedIn, Facebook, Instagram, etc.).

Domain Purchasing

Any domain the client wishes to own, the client must purchase.

Virtual Machine Setup

While Dream Firms recommends using a virtual machine and may provide guidance on the setup process, we do not set up the virtual machine for the client, manage the device, or provide any troubleshooting services.

Cold Email Lead List Purchasing + Verification

Dream Firms does not source lists or provide verification services for purchased lists. All lists must be verified prior to sending emails in order to increase campaign efficacy.

How to access support

Check the Create Your Dream Firm Program FAQs.
Drop your questions in the Dream Firms Network.
Email support@dreamleads.app.

⚖️ Disclaimer & Change Policy

At Dream Firms, we’re committed to continually improving the way we serve our clients. To stay aligned with best practices, evolving tools, and internal process enhancements, we reserve the right to update, modify, or adjust the scope of services outlined in this guide at any time.

If a significant change occurs, we’ll communicate it through official channels such as email updates, announcements within the Dream Firms Network, or via your client dashboard.

We encourage all clients to review this guide periodically to stay informed of any updates. Staying up to date helps ensure expectations remain clear and lets us continue to deliver the highest-quality experience possible.

While we make every effort to meet agreed timelines and deliverables, Dream Firms cannot be held liable for service delays, disruptions, or limitations caused by third-party platforms (e.g., DLA, email tools, or social media sites), or by incomplete client feedback, access restrictions, or unverified data sources.

This guide is intended to outline the general framework of our services and may not capture every unique client situation. Specific deliverables, timelines, and workflows may vary depending on individual needs, available resources, and mutual collaboration.