Effective Date: November 4, 2025
This Policy explains how we collect, use, disclose, and protect personal information for the Offer Alignment Audit and related sites, communities, and communications. If you disagree, do not use our services.
1) Scope
Applies to: website pages, checkout, onboarding forms, community spaces, scheduling, conferencing, transcription, fulfillment, and support. Global users are covered; additional rights for EU/UK and California residents are below.
2) Categories of Data
Identifiers & Contact: name, email, billing address, social handles.
Commercial: purchase history, invoices.
User Content: call recordings, transcripts, chat logs, funnel assets, market research, analytics exports.
Technical: device, IP, timestamps, approximate location, cookies similar technologies.
Communications: emails, DMs, survey responses, testimonials (with consent).
3) Sources
Directly from you; from your authorized collaborators; from tools you connect; from public business sources; and via service providers.
4) Purposes of Use
Deliver and improve the Audit and related services.
Transcribe, analyze, and prepare reports.
Communicate about orders, scheduling, support, and product updates.
Security, fraud prevention, and legal compliance.
With consent, marketing and testimonials.
5) Legal Bases (EU/UK GDPR)
Contract performance (Art. 6(1)(b)).
Legitimate interests in operating and improving services and preventing fraud (Art. 6(1)(f)).
Consent where required, including marketing (Art. 6(1)(a)).
Legal obligations (Art. 6(1)(c)).
6) Disclosures to Service Providers (Processors)
We use vetted providers under contractual confidentiality and data-processing terms, including:
commerce/membership (e.g., Whop), CRM/automation (e.g., Go High Level), forms (e.g., Typeform), scheduling (e.g., Calendly), video (e.g., Zoom), storage and productivity (e.g., Google Workspace/Drive), workflow automation (e.g., Zapier), analytics/transcription (e.g., transcription engines), and email delivery. We do not sell personal information.
7) International Transfers
Data may be processed outside your jurisdiction (including the U.S.). Where required, we use Standard Contractual Clauses or equivalent safeguards.
8) Retention
Personal data kept only as long as necessary for the purposes above, to comply with legal/financial obligations, and to resolve disputes. Client raw recordings are typically deleted or archived within 90 days after Audit completion unless you request extended retention.
9) Security
Administrative, technical, and physical safeguards appropriate to the nature of data. No method of transmission or storage is 100% secure.
10) Your Rights
General: access, correction, deletion, restriction, portability, and objection where applicable.
EU/UK: right to lodge a complaint with a supervisory authority and to withdraw consent at any time.
California (CCPA/CPRA): right to know, delete, correct, and opt-out of sale/sharing or targeted advertising; the “sensitive” categories we do not use for inferring characteristics. We do not sell or share personal information as defined by CPRA.
Requests: [email protected]. We may verify identity before acting.
11) Children
Not directed to persons under 18. Do not submit minor data.
12) Cookies and Tracking
We use essential cookies and, with consent where required, analytics/measurement. Manage preferences in your browser and any consent banner.
13) Communications
You may opt out of non-transactional emails at any time. Service and legal notices are mandatory.
14) Third-Party Links
Third-party sites/tools have their own policies. We are not responsible for their practices.
15) Changes
We may update this Policy. Material changes will be posted with a new effective date.
16) Contact
Riley Lamont