Our focus is to bring you actionable business opportunities and we put all our efforts to help you get in touch with prospects you are interested in.
The background check we apply on each project we share with you minimizes risks but it cannot eliminate them and you might be wondering if you qualify for a refund.
Before exploring the eligibility criteria for opportunities refunds, it is important to note that:
Request for refunds can be submitted maximum 60 days after the application to the opportunity.
If the request is approved by Sortlist, we will convert the price of the opportunity into Opportunity Credit. This credit can be used for future opportunities and is valid for 12 months. You can follow them in the Plans and modules section of your agency application.
The following situations qualify for a refund:
1. Unresponsive prospect
You couldn't get in touch with the prospect after 7 days of trying to contact them with
minimum 3 attempts on different days
through 2 different channels
eg: Sortlist's video conference intro. meeting, phone, email, LinkedIn, etc
and neither Sortlist nor other applicants could get in touch with the prospect in the 7 days timeframe.
2. Fake identity of the prospect
Will be considered as fake identity any of the following use cases:
the prospect's phone number is fake or wrong
the prospect is a student or another provider
the prospect does not exist
3. Identical lead
You have already paid for the same opportunity. Two opportunities will be considered similar if:
published by the same prospect
with the same project scope
in the last 7 days
What does not qualify for a refund?
The following cases do not fall under Sortlist’s responsibility (according to our Terms & Conditions) and do not qualify for a refund:
No collaboration on the project
No refund will be issued if the prospect selects another agency, hires internally, or abandons their project.
Change of scope
No refund will be issued if the project’s scope changes.
No refund will be issued if the budget of the project ends up being different from the one that was introduced on Sortlist.
Changes of timing
No refund will be issued if the project is delayed or put on hold
You change your mind
No refund will be issued if you are not interested anymore in an opportunity you applied to.
How can I submit a refund request for an opportunity?
You can request a credit refund directly from your billing page.
Here's how to do it:
Go to your billing page, select the opportunities tab and click on the 3 dots of the opportunity you want to request a refund for.
Select the reason for your request.
Provide proof to back up your request with concrete evidence.
Validate and submit your request.
You will receive an email update on the status of your refund request within 2 business days. The email will inform you whether your request has been approved or rejected and what the next steps are.
If approved, the price of the opportunity will be added to your opportunity module balance in credits. You'll be able to invest these refunded credits on other opportunities.