Privacy Policy

Contact details you provide, such as your name, business name, email address, and phone number, when you submit a form, request an automation blueprint, or chat with our AI assistant.

Booking and appointment information, including your preferred date/time, service area, industry, and the operational problem you describe.

Consent preferences for follow-up by SMS and/or email, recorded at the point you provide them.

Conversation content from AI-assisted chat interactions, including messages you send and information you volunteer during that conversation.

Analytics and usage data collected automatically, such as pages visited, device/browser type, and general location, via a privacy-respecting analytics tool. [OWNER: name the analytics vendor once selected.]

This site may offer a chat experience powered by a third-party AI assistant ("BuildMyAgent"). A visible notice — "You're chatting with an AI assistant." — is shown at or near that experience. The assistant is not a human, does not make binding promises, guaranteed quotes, or legal conclusions, and escalates to a human team member when appropriate.

Information you share with the AI assistant (including contact details, business type, and the problem you describe) may be used to respond to your request, schedule an automation blueprint, create or update your record in our CRM, and follow up with you by phone, SMS, or email consistent with the consent you provide.

Conversation data may be stored by us and by our AI and CRM service providers for a limited period to provide the service, improve response quality, and maintain records of your request. [OWNER: confirm retention period once vendor contracts are finalized.]

To respond to inquiries, prepare estimates, schedule automation blueprints and appointments, and provide the services you request.

To send confirmations, reminders, and follow-up messages by SMS and/or email where you have provided consent.

To maintain accurate business records in our customer relationship management (CRM) system.

To monitor, maintain, and improve this website and the services it describes.

We use third-party vendors to operate this site and deliver our services, which may include a CRM and marketing-automation platform (GoHighLevel), an AI chat provider (BuildMyAgent), a hosting provider, and an analytics provider. [OWNER: list final vendors and, where required, link to their privacy policies.]

These providers process data on our behalf and are expected to maintain appropriate safeguards. We do not sell your personal information.

Where you opt in to SMS and/or email follow-up, we will use that channel to send appointment confirmations, reminders, and relevant updates about your request. You may opt out at any time by replying STOP to a text message or using the unsubscribe link in an email. [OWNER: confirm final SMS/email consent language matches your GoHighLevel and carrier compliance requirements.]

We retain contact, booking, and conversation data for as long as needed to provide our services and maintain business records, and as required by law. [OWNER: specify a concrete retention period, e.g. "24 months from last contact," once decided.]

You may request access to, correction of, or deletion of your personal information by contacting us using the details below, subject to applicable law and legitimate business record-keeping needs.

This site and its services are intended for business owners and operators and are not directed to children under 13.

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision.