new-site/docs/product-facts.md

# Performance West Inc. — Product Facts for LLM Responses

This document is the authoritative source of truth for what Performance West actually does and does not
provide. All monitor scripts load this at runtime to ensure accurate, honest replies. Never claim a
capability that is not listed here.

**Last updated:** 2026-04-05
**Website:** https://performancewest.net
**Phone:** 1-888-411-0383
**MCP Server:** `npx @performancewest/mcp-server` (10 tools for AI agents)

---

## Company Overview

- **What it is:** Compliance consulting firm offering fixed-price regulatory compliance services
- **What it is NOT:** A law firm. We do NOT provide legal advice, legal representation, or attorney-client relationships
- **Location:** 525 Randall Ave Ste 100-1195, Cheyenne, WY 82001
- **Entity:** Performance West Inc. (Wyoming corporation)
- **Pricing model:** Fixed-price services with defined deliverables and turnaround times (no billable hours)

---

## Payment Methods

| Method | Surcharge | Notes |
|--------|-----------|-------|
| ACH Direct Debit | 0% | Recommended — lowest cost ($0.40 flat fee absorbed by us) |
| Credit / Debit Card | 3% | Visa, Mastercard, Amex + Apple Pay + Google Pay |
| Klarna (Pay in 4) | 5% | ~$975/mo x 4 for CRTC package |
| Cash App Pay | 3% | |
| Amazon Pay | 3% | |
| Crypto (BTC/ETH/USDC/USDT/MATIC/TRX/BNB/LTC/DOGE) | 0% | Self-hosted SHKeeper — zero fees |

All payments route through ERPNext via Adyen (cards/ACH/Klarna/CashApp/AmazonPay) or SHKeeper (crypto).

---

## Discount & Referral Rules

- **Service bundles:** 20% off when purchasing all services in a category
- **Discount codes** apply to service fees ONLY — state fees and registered agent fees are NOT discountable in bundles
- **RA fees** are NOT discountable in bundles, but YES with discount codes
- **Sales agent referral program:** Agents receive a REF-XXXXX code. Client gets 5% off service fee; agent earns flat commission ($300 CRTC, $50 formation, $100 bundle)
- Commission paid 14 days after order delivery via Relay ACH

---

## Services

### Canada CRTC Telecom Carrier Package — $3,899 USD (Flagship Service)

**Turnaround:** 6–10 weeks

**What's included:**
- Provincial corporation incorporation (BC or Ontario — customer selects)
- CRTC domestic telecom carrier registration
- BITS (Basic International Telecommunications Service) international carrier registration
- .ca domain name + business email + web hosting provisioned via HestiaCP
- Canadian DID (phone number) via Flowroute
- CCTS (Commission for Complaints for Telecom-television Services) registration
- Corporate binder with all formation and regulatory documents
- Canadian business banking referral
- 3 hours of free Canadian accounting support included

**Government fees (passed through at cost, converted CAD→USD daily):**
- BC: ~C$350 (numbered), ~C$380 (named), ~C$390 (numbered + trade name)
- Ontario: ~C$360 (numbered), ~C$385 (named), ~C$400 (numbered + trade name)

**Annual maintenance:** $349 USD/yr
- Registered office mailbox (Anytime Mailbox) renewal
- Provincial annual report/return filing
- CRTC compliance monitoring (17-entry compliance calendar with automated reminders)
- .ca domain renewal + hosting + email
- Canadian DID renewal
- CCTS membership renewal
- Annual Telecommunications Survey (REP-T/T1) preparation assistance

**Consulting:** $75 USD/hr (ad-hoc CRTC/BITS questions beyond included scope)

**Add-on — FCC 499-A + STIR/SHAKEN for Canadian carriers:** $999 USD
- For Canadian carriers that also need US interconnection compliance
- Includes 499-A filing + SPC token + STI-CA integration

- CAN do: Incorporate in BC or Ontario, register with CRTC and BITS, provision .ca domain/email/hosting, obtain Canadian DID, register with CCTS, provision GCKey account for CRTC filings, assemble corporate binder, create 17-entry compliance calendar with automated renewal tracking, refer to Canadian banking partner, file annual provincial reports, prepare ATS survey data, maintain CRTC compliance
- CANNOT do: Provide Canadian legal advice, represent you before CRTC in proceedings, guarantee CRTC approval timelines, provide tax advice, act as your Canadian legal counsel, file tax returns (T2/GST/T4 — client's accountant handles)

### Telecom Compliance (US)

- **FCC Form 499-A Filing Support** — $799/annual filing, 5–7 business days
  - CAN do: Prepare and file 499-A, review prior-year filings, handle USAC correspondence
  - CANNOT do: Represent you in FCC proceedings, provide legal defense
- **STIR/SHAKEN Implementation** — Custom quote, 2–4 weeks
  - CAN do: Obtain SPC token, configure CA integration, implement signing/verification, file RMD entry
  - CANNOT do: Modify your switch software, provide ongoing network engineering
- **IPES & ISP Registrations** — $1,299/registration package, 2–3 weeks
  - CAN do: FCC CORES registration, FRN, Form 477, state registrations, NECA membership
  - CANNOT do: Obtain spectrum licenses, build network infrastructure
- **Telecom Database Management** — $499/quarter
  - CAN do: Manage NECA, SMS/800, LERG, OCN records
  - CANNOT do: Provision telephone numbers, manage network routing
- **State PUC/PSC Filings** — $399/state, 2–8 weeks
  - CAN do: File registrations, annual reports, compliance certifications in all 50 states
  - CANNOT do: Represent you in state regulatory hearings

### Employment Compliance *(hidden in production — available in dev only)*

- **FLSA / Wage & Hour Audit** — $1,499 (up to 50 employees), 5–7 business days
  - CAN do: Review classifications, audit overtime, analyze breaks/off-clock work, check recordkeeping
  - CANNOT do: Provide legal defense, represent in DOL proceedings, calculate exact back-pay owed
- **Contractor Classification Review** — $499/contractor, 3–5 business days
  - CAN do: Apply IRS 20-factor test, DOL economic reality test, state tests, provide risk assessment
  - CANNOT do: Provide legal opinion, guarantee classification outcome, represent in IRS audit
- **Employee Handbook Review** — $999, 5–7 business days
  - CAN do: Review against federal/state laws, identify gaps, provide revision recommendations
  - CANNOT do: Provide legal interpretation, draft legally binding documents, give legal opinions
- **Workplace Policy Development** — Custom quote, 2–3 weeks
  - CAN do: Draft custom policies for your business, cover all operating states
  - CANNOT do: Create legally binding employment contracts, provide legal advice

### Data Privacy

- **CCPA/CPRA Compliance Audit** — $2,499, 7–10 business days
  - CAN do: Map data practices, review notices, test opt-out, audit vendor contracts, assess security
  - CANNOT do: Provide legal interpretation of CCPA, represent in CPPA proceedings
- **Privacy Policy Generation & Review** — $499, 5–7 business days
  - CAN do: Draft comprehensive privacy policy, create CCPA disclosures, cookie policies
  - CANNOT do: Provide legal opinions on edge cases, GDPR compliance
- **Data Mapping & Inventory** — Custom quote, 1–3 weeks
  - CAN do: Catalog data by category, map flows, document vendors, create visual diagrams
  - CANNOT do: Implement technical data controls, conduct penetration testing
- **Breach Response Planning** — $1,999, 2–3 weeks
  - CAN do: Develop response plan, map notification obligations, draft templates, run tabletop exercises
  - CANNOT do: Handle actual breach response, provide legal counsel during breach

### TCPA Compliance

- **SMS/Call Consent Audit** — $1,299, 5–7 business days
  - CAN do: Review consent practices, check one-to-one consent, audit lead gen, test opt-out
  - CANNOT do: Provide legal defense in TCPA lawsuits, guarantee compliance
- **DNC List Compliance Review** — $799, 3–5 business days
  - CAN do: Review scrubbing procedures, audit internal DNC, check state compliance
  - CANNOT do: Scrub your calling lists, manage your DNC operations
- **Marketing Campaign Compliance Review** — $599/campaign, 2–3 business days
  - CAN do: Review consent, content, opt-out, timing, disclosure, pre-launch certification
  - CANNOT do: Send campaigns for you, monitor ongoing compliance

### Corporate Services (US)

- **Business Formation — Basic** — $179, 3–5 business days
  - CAN do: Evaluate entity type, file formation documents with the state
  - CANNOT do: Provide tax advice, guarantee tax treatment
- **Business Formation — Complete** — $399, 3–5 business days
  - Includes: EIN obtainment ($49 value), Operating Agreement ($99 value), 1st year Registered Agent ($99 value)
  - CAN do: Everything in Basic + obtain EIN, draft operating agreement, set up registered agent
  - CANNOT do: Provide tax advice, guarantee tax treatment, create shareholder agreements
- **State Registration & Foreign Qualification** — $249/state, 1–4 weeks
  - CAN do: Determine requirements, file applications, obtain certificates, set up registered agent
  - CANNOT do: Determine tax nexus, file state tax returns
- **Annual Report Filing** — $99/state/year
  - CAN do: Track deadlines, prepare and file reports, maintain good standing
  - CANNOT do: Prepare tax returns, file franchise taxes
- **Registered Agent Service** — $99/state/year (Wyoming: $49/year)
  - CAN do: Maintain physical address, receive/forward legal notices, same-day forwarding
  - CANNOT do: Respond to lawsuits, provide legal representation
- **Free DID** — Included with any formation + RA renewal (stub — not yet active)
  - A local US phone number provided free when you form a company and maintain RA service
- **US Formation Maintenance Bundle** — $179/year
  - Includes: Annual Report filing ($99 value) + Registered Agent renewal ($99 value) + compliance calendar monitoring
  - CAN do: Track all deadlines, file annual reports, maintain RA, alert on compliance changes
  - CANNOT do: File tax returns, provide legal representation

### Corporate Services (Canada) — Standalone Formation (Not CRTC)

- **Canadian Formation** — C$449 + provincial government fees (BC ~C$350, ON ~C$360), 3–7 business days
  - Includes: Province incorporation (numbered or named), organizational minutes, corporate binder (digital PDF), compliance calendar with automated reminders
  - AMB registered office mailbox billed separately (annual, ~C$96-240/yr depending on city — required for incorporation, we set it up)
  - CAN do: Incorporate in BC or Ontario, set up registered office, draft organizational minutes, compile binder, track compliance deadlines
  - CANNOT do: Provide Canadian tax advice, file Canadian tax returns, provide legal advice
  - No Canadian residency required for directors — foreigners welcome (US passport, EU passport, any valid government ID)
  - Banking: Venn.ca accepts non-resident directors (confirmed — business address uses AMB mailbox)
- **Add-on: CRA Business Number** — $49
  - CAN do: Register your corporation with CRA for a Business Number (BN)
  - CANNOT do: File GST/HST returns, handle CRA correspondence, provide tax advice
- **Add-on: Named Company** — government fee only (BC: C$30, ON: varies)
  - Name reservation with the provincial registry
- **Free DID** — Included with formation + RA renewal (stub — not yet active)
  - A local Canadian phone number provided free when you form a company and maintain registered office
- **CA Formation Maintenance Bundle** — $179/year
  - Includes: Annual Return/Report filing ($99 value) + AMB/RA renewal ($99 value) + compliance calendar monitoring
  - CAN do: Track all deadlines, file annual returns, maintain registered office, alert on changes
  - CANNOT do: File tax returns, provide accounting services, provide legal representation
- Government fees passed through at cost (converted at Bank of Canada daily rate + 10% buffer)
- No Canadian residency required for directors (BC or Ontario)
- Separate product from CRTC Carrier Package — no telecom registration included

---

## Free Tools (Lead Magnets)

- **Formation Guide** — /tools/formation-guide (interactive entity selection walkthrough)
- **Contractor Classification Quiz** — /tools/contractor-quiz (10 yes/no questions, instant result)
- **Privacy Policy Compliance Check** — /tools/privacy-check (8-item self-assessment)
- **TCPA SMS Compliance Check** — /tools/tcpa-check (8-item assessment with penalty calculator)

---

## MCP Server for AI Agents

- **Package:** `npx @performancewest/mcp-server`
- **Transport:** stdio
- **10 tools available:** service lookup, pricing queries, state fee lookup, formation guide, contractor quiz, privacy check, TCPA check, order status, consultation booking, knowledge base search
- AI agents can integrate this to answer Performance West questions programmatically

---

## Reply Guidelines for LLM Monitors

1. **Only mention a service if it directly addresses the person's problem**
2. **Always note we provide compliance consulting, NOT legal advice**
3. **Be specific about pricing** — mention the exact fixed price and any surcharges
4. **Reference the free tools** when the person is exploring/unsure
5. **Be honest about limitations** — we can't represent them in court, can't give legal opinions
6. **SKIP if the question requires legal advice or representation**
7. **SKIP if the person already has a lawyer handling it** (don't compete with attorneys)
8. **Sign off as Justin**
9. **Never claim we are cheaper or better than hiring a lawyer — different service**
10. **Mention the turnaround time** — it differentiates us from attorneys
11. **For Canadian carrier inquiries, lead with the CRTC package** — it is the flagship offering
12. **Mention payment flexibility** — crypto (0% surcharge), ACH (0%), card available with 3% surcharge, Klarna Pay in 4 available with 5% surcharge
13. **For referral agents**, provide their REF-XXXXX code details: client gets 5% off, agent earns flat commission
14. **Do NOT mention employment services** — they are hidden in production and not currently offered publicly