We respect and value your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or engage with us in other ways. Please read this policy carefully to understand our views and practices regarding your personal data and how we will treat it.
1. Information We Collect
We collect information directly from you, automatically through our systems, and from third-party tools.
1.1 Personal Information You Provide
Name
Email address
Phone number
Business details
Uploaded files or attachments
Messages entered into our forms, AI tools, or support channels
Transaction or billing information (if applicable)
1.2 Technical & Automatic Data
IP address
Browser type and version
Device information
Cookies and tracking technologies
Pages viewed, time spent, clicks, and usage patterns
1.3 Usage & Interaction Data
How you interact with our website, chatbots, AI systems, and forms
Lead and appointment activity
Communication logs (email, SMS, call metadata)
1.4 SMS Compliance Clause
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services. such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
2. How We Use Your Information
We use your information for business operations typical of AI-driven lead-gen and contractor appointment-setting agencies:
To provide and maintain our services
To deliver AI-powered insights, automation, and workflows
To generate, qualify, and set appointments with leads
To improve website functionality and user experience
To process payments or transactions
To send updates, confirmations, and relevant communications
To improve internal AI workflows (never training public AI models)
To comply with legal obligations
For analytics, troubleshooting, and service improvement
For marketing and retargeting (where legally allowed)
3. Information Sharing & Disclosure
We only share data with trusted third-party service providers necessary to operate our business:
3.1 Third-Party Services We Use
AI Providers: OpenAI
CRM: GoHighLevel
Automation: Make/Zapier
Analytics: Google Analytics, Meta Pixel
Hosting & Security: Google Cloud, AWS, Cloudflare
Email & SMS: Mailgun, SendGrid, Twilio
Payment Processors: Stripe, WHOP
Each provider processes data under its own privacy policy.
3.2 SMS Non-Sharing Guarantee (Preserved from Your Policy)
SMS opt-in data, phone numbers, and consent information will never be shared with third parties except subcontractors required for customer service or service delivery.
3.3 Legal Obligations
We may disclose information to comply with:
Subpoenas
Court orders
Law enforcement requests
Legal processes
4. Cookies & Tracking Technologies
We use cookies and tracking tools to:
Improve website performance
Personalize the user experience
Analyze traffic patterns
Conduct retargeting (where legally allowed)
You may disable cookies in your browser settings, but certain features may not work properly.
5. Data Retention
We retain data for 12 months, or as long as the account is active or legally required. Users may request earlier deletion (subject to verification).
6. Data Security
We use industry-standard safeguards, including:
SSL encryption
Encrypted databases
Secure hosting (AWS/Google Cloud)
Firewall & Cloudflare protection
Access controls and role-based permissions
Multi-factor authentication
Regular monitoring
No method of transmission is 100% secure, but we follow best-practice security protocols.
7. International Data Transfers
Your data may be transferred to:
United States
European Union
Regions where our providers operate
We use Standard Contractual Clauses and other safeguards to ensure compliance with GDPR and international regulations.
8. Your Rights
Depending on your jurisdiction, you may have the right to: