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Ambassador Platform Terms

Last updated: May 9, 2026

These Ambassador Platform Terms (“Ambassador Terms”) supplement the OptGo Terms of Service and govern your use of the OptGo platform as an Ambassador (independent contractor field-sales rep). By accepting these Ambassador Terms during signup, completing onboarding, or applying to any campaign, you agree to them.

These Ambassador Terms are the terms required to be presented to you during the Stripe Connect Express onboarding flow. Stripe also requires you to accept the Stripe Services Agreement and the Stripe Connected Account Agreement, which are separate contracts directly with Stripe.

1. Independent contractor status

You are an independent contractor. You are not an employee, agent, joint venturer, or partner of OptGo, Inc. or of any Brand whose campaign you work. You are free to:

  • Choose which campaigns you accept and which you decline.
  • Set your own hours within the campaign's allowed-hours window.
  • Work for multiple Brands and on competing platforms simultaneously.
  • Provide services using your own equipment and your own vehicle.

OptGo does not provide training (other than campaign-specific brand training material), does not require attendance at meetings, does not set your hours, and does not guarantee any minimum amount of work or earnings. You are solely responsible for your own taxes, insurance, equipment, and travel expenses.

2. Per-engagement contract with the Brand

Each campaign you accept and are approved for creates an engagement-level Independent Contractor Agreement (“IC Agreement”) directly between you and the Brand, executed via DocuSeal. The IC Agreement governs scope, payout rates, and any Brand-specific terms for that engagement. OptGo is not a party to the IC Agreement beyond facilitating signature, storage, and payment.

3. Compliance documents

You must provide and keep current:

  • Government-issued photo ID (front and back).
  • IRS Form W-9, completed in-app or uploaded as a signed PDF, including your Taxpayer Identification Number (SSN or EIN).
  • Payout method (Stripe Express, ACH, or mailed check).
  • Background check authorization where required by a campaign or applicable law.
  • Any state, county, or municipal solicitation permit required for the territory you work.

4. Payouts

  • You are paid the rate set by the Brand for each verified outcome (door knock, appointment booked, appointment ran, deal closed, hourly + bonus, or shift). OptGo does not take a fee from your earnings.
  • Payouts disburse within 24 hours of outcome confirmation via Stripe Connect Express. Stripe's standard processing windows apply.
  • OptGo may withhold a payout pending dispute resolution, anti-fraud review, or compliance verification. Withheld funds release once the issue resolves.
  • Recruiter referral splits are paid out via separate Stripe transfers per the campaign's recruiter configuration. The split percentage is set by the Brand and OptGo Admin and is disclosed in your dashboard at the time you accept the campaign.
  • Stripe Connect transfer fees are passed through at cost. OptGo does not mark up processing.
  • When your cumulative earnings on the platform reach $600 in a calendar year, Stripe will issue you a Form 1099-NEC at year-end. You are responsible for reporting and paying your own income and self-employment taxes.

5. Disputes by Brand

A Brand may dispute any outcome — for example, claiming an appointment did not actually run, a door hang was not verified, or a deal did not close. When a dispute is filed:

  • The disputed payout is paused.
  • OptGo Admin reviews the dispute using GPS data, photo proof, the activity ledger, your written response, and the Brand's evidence.
  • Admin decides; you are paid in full, paid in part, or the disputed amount is reversed. The decision is binding for purposes of platform payout.
  • Brands with a pattern of disputed outcomes are flagged on their platform record. Repeat offenders may be deactivated.

6. Deactivation, suspension, and appeals

OptGo may deactivate or suspend your Ambassador account (temporarily or permanently) for any of the following:

  • Material misrepresentation in onboarding or AI testing.
  • Fraudulent dispositions, fabricated GPS data, manipulated photo proof, or coordinated activity gaming.
  • Substantiated complaints from homeowners, including impersonation, harassment, or aggressive solicitation.
  • Violation of campaign-specific terms or the Brand's negative-zone policy.
  • Failure to maintain a passing star rating average across recent campaigns (threshold disclosed in dashboard).
  • Violation of OptGo's Terms of Service.

You may appeal a deactivation by emailing support@optgo.com within 30 days. Decisions on appeal are made by OptGo Admin and are final for purposes of platform access. Outstanding payouts owed for completed work are not forfeited by deactivation, except where the deactivation is for fraud directly attributable to the disputed earnings.

7. Recruiter chains and downline

If you refer another Ambassador with your unique referral link and they sign up and run campaigns, you earn a configurable percentage of their campaign payouts (Tier 1). Their referrals earn you a smaller share (Tier 2), and one level beyond (Tier 3). The chain expires by default 6 months from the referred Ambassador's first signup, configurable by Admin.

If you are deactivated, your downline collapses upward — your Tier 2 referrals are promoted to your former position in their chains. This means deactivation does not unfairly punish your downline.

8. Required behavior in the field

  • Identify yourself accurately. Never impersonate a utility, government agency, insurance adjuster, or charity unless explicitly authorized in writing by the Brand for that campaign.
  • Honor “No Soliciting” signs and any homeowner's request to leave the property.
  • Comply with state, county, and municipal solicitation laws including registration, permits, and time-of-day restrictions.
  • Do not enter a homeowner's property beyond the front door without explicit consent.
  • Document GPS, photo, and disposition truthfully. The platform's integrity depends on accurate data.
  • For SMS / call campaigns: comply with TCPA, the campaign's allowed-hours window, and immediate STOP / opt-out requests.

9. Intellectual property

Brand-supplied training material, marketing assets, and scripts are licensed to you only for the duration of the campaign and only for the purpose of executing that campaign. You may not retain, redistribute, or repurpose Brand IP after deactivation from a campaign.

10. Privacy and data handling

Your personal information is governed by our Privacy Policy. Information you collect from homeowners (names, contact info, signed consent) belongs to the Brand and is governed by the Brand's privacy practices. You must not export, share, or use homeowner data outside the platform.

11. SMS and email

Any SMS or email messages you send from the platform must comply with our SMS Terms and applicable law including TCPA, CAN-SPAM, and carrier rules. You are responsible for honoring opt-out requests immediately.

12. Indemnification

You agree to indemnify and hold harmless OptGo and the Brand from any claim, loss, or expense arising from your acts or omissions in the field, your violation of these Ambassador Terms, your violation of any third-party right (including a homeowner's right against unwanted solicitation), or your tax non-compliance.

13. Termination by you

You may close your Ambassador account at any time by contacting support@optgo.com. Outstanding payouts for completed work are paid through the Stripe payout cycle following confirmation. Upon closure, your downline collapses upward as described in Section 7.

14. Changes

OptGo may update these Ambassador Terms from time to time. Material changes will be announced at least 7 days before they take effect. Continued use after the effective date constitutes acceptance.

15. Contact

Questions about these Ambassador Terms? legal@optgo.com.