1. Information We Collect
Contact Form: Your name, email address, and message when you contact us.
Booking a Call: Your name, email address, phone number, the service you select, any notes you add, and the time you choose.
Client Onboarding: Your name, email, phone, your business details, and your typed signature on the engagement terms.
Text Messages: If you text BOOK to (945) 225-9205, your phone number, name, email if you give it, the service and the time you choose. Your texts are read by an assistant that runs on our own computers.
Analytics: We use analytics tools to understand general site usage such as page views and referral sources. No analytics data is sold or shared for advertising purposes.
2. How We Use It
- To respond to your inquiry
- To book and confirm your call
- To set up and deliver our services to clients
- To send invoices
We do not sell your information or use it for advertising. We share it only with the companies that run our services for us: Cloudflare (website and client portal), Microsoft (email), Resend (sending email), PayPal (invoices and payments) and Umami (site visits, without your name or email).
3. Data Retention
- Client documents are kept for the engagement. When it ends, they are returned to you and deleted within 60 days, unless the law requires us to keep them.
- Call bookings and contact messages are kept for twelve months.
- Onboarding applications are kept until we approve or decline them.
- Upon request, your information can be transferred to you or permanently deleted.