Privacy Policy

1. Scope

This policy applies to Streamline Advisory, LLC’s website, AI Opportunity Assessment, customer communications, scheduling, and related advisory services. Third-party services publish and control their own privacy practices.

2. Information we may collect

• Contact and business information such as name, email, telephone number, company, role, and website.
• Information you choose to provide about operations, workflows, systems, priorities, and business challenges.
• Appointment, transaction, and service information. Payment-card details are handled by a third-party payment provider.
• Communications sent by email, text, telephone, or supported channels. Inbound communications may be assisted by automated tools.
• Basic website and device information if analytics or security tools are enabled.

3. How information may be used

• Respond to questions and communicate about services.
• Process purchases and schedule customer sessions.
• Perform and deliver the assessment.
• Maintain customer records and provide support.
• Improve the website, services, security, and operations.
• Comply with legal, accounting, and contractual obligations.

4. Service providers and disclosure

Information may be shared with providers supporting CRM, scheduling, payment, hosting, analytics, accounting, email, phone, text, and automation, only as reasonably needed for those services. Information may also be disclosed when required by law, to protect rights or safety, to investigate misuse, to complete a business transaction, or with your direction or consent.

5. Calls, texts, and automated assistance

A virtual assistant may answer common questions, gather basic contact information, and direct customers to secure checkout or scheduling. It will not perform the paid assessment. If we record or transcribe a call, we will tell you.

6. Data minimization and security

Do not send passwords, authentication codes, payment-card numbers, customer or employee records, health information, confidential documents, or unnecessary regulated information. Streamline does not require direct access to customer systems for the standard assessment. No system can guarantee absolute security.

7. Retention and requests

Information is kept only as long as reasonably needed for service delivery, support, legal compliance, accounting, dispute resolution, and security. Applicable access, correction, deletion, or copy requests may be sent to hello@streamlineadvisory.ai.

8. Children and updates

The website and services are intended for businesses and are not directed to children under 13. This policy may change as services, vendors, or legal obligations change.