Privacy Policy

1. Who We Are

Client Scale Ops ("CSO," "we," "our," or "us") is a business services company based in Ocala, Florida. We provide AI-powered call answering, revenue recovery, and business automation services to trades contractors across the United States.

Contact:
Client Scale Ops
Ocala, Florida
Email: support@csoclientscaleops.com
Phone: (305) 897-3916

2. Information We Collect

We collect information in the following categories:

2.1 Information You Provide Directly

• Name, business name, email address, and phone number when you sign up or contact us
• Payment information processed securely through Stripe (we never store card numbers)
• Communications you send us via email, phone, or contact forms

2.2 Information Collected Automatically

• IP address, browser type, device type, and operating system
• Pages visited, time on site, and referring URLs via cookies and analytics tools
• Call data including call duration, timestamps, and AI-generated transcripts for service delivery

2.3 Information From Third Parties

• Call data from Retell AI (our AI voice platform) for calls handled on your behalf
• Payment and billing data from Stripe
• Google Business Profile data when you grant us manager access

3. How We Use Your Information

We use the information we collect to:

• Deliver and manage the CSO services you have subscribed to
• Process payments and send billing communications
• Send service-related notifications, updates, and onboarding emails
• Respond to your inquiries and provide customer support
• Improve our services, systems, and user experience
• Comply with legal obligations and enforce our Terms of Service
• Send marketing communications (you may opt out at any time)

We do not use your data for automated decision-making that produces legal or significant effects without human review.

4. Cookies and Tracking

Our website uses cookies and similar tracking technologies. When you first visit our website, you will be asked to consent to non-essential cookies.

Types of cookies we use:

• Essential cookies — Required for the website to function. Cannot be disabled.
• Analytics cookies — Help us understand how visitors use our site (e.g. Google Analytics). Only set with your consent.
• Marketing cookies — Used to show relevant advertisements. Only set with your consent.

You can change your cookie preferences at any time by clicking "Cookie Settings" in the footer, or by adjusting your browser settings. Note that disabling cookies may affect website functionality.

5. How We Share Your Information

We do not sell, rent, or trade your personal information. We share data only in these limited circumstances:

• Service providers — We share data with trusted vendors (Retell AI, Twilio, Stripe, Zapier, Google) solely to deliver our services. All vendors are contractually bound to protect your data.
• Legal requirements — We may disclose data when required by law, court order, or to protect the rights and safety of CSO or others.
• Business transfers — In the event of a merger, acquisition, or sale of assets, your data may be transferred. You will be notified of any such change.

6. Data Retention

We retain your personal data for as long as necessary to provide our services and comply with legal obligations:

• Active client data — retained for the duration of your subscription plus 12 months
• Call recordings and transcripts — retained for 90 days, then permanently deleted
• Billing records — retained for 7 years as required by tax law
• Marketing data — retained until you opt out or request deletion

7. Your Rights

Depending on your location, you may have the following rights regarding your personal data:

• Access — Request a copy of the personal data we hold about you
• Correction — Request correction of inaccurate or incomplete data
• Deletion — Request deletion of your personal data ("right to be forgotten")
• Portability — Request your data in a portable, machine-readable format
• Opt-out — Opt out of marketing communications at any time
• Restriction — Request that we limit how we use your data

To exercise any of these rights, contact us at support@csoclientscaleops.com. We will respond within 30 days.

8. California Residents (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

• The right to know what personal information we collect and how it is used
• The right to delete personal information we have collected
• The right to opt out of the sale of personal information (we do not sell personal information)
• The right to non-discrimination for exercising your CCPA rights

To submit a CCPA request, email support@csoclientscaleops.com with "CCPA Request" in the subject line.

9. Data Security

We implement industry-standard security measures to protect your data including:

• SSL/TLS encryption for all data in transit
• Secure, access-controlled storage for all data at rest
• Limited employee access on a need-to-know basis
• Regular security reviews of our third-party service providers

No method of transmission or storage is 100% secure. If you become aware of any security issue, please notify us immediately at support@csoclientscaleops.com.

10. Children's Privacy

Our services are not directed at individuals under the age of 18. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us and we will delete it promptly.

11. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to review the privacy policy of any site you visit.

12. Changes to This Policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the "Last Updated" date at the top of this page and notify active clients by email at least 14 days before the changes take effect.

Your continued use of our services after the effective date of any changes constitutes acceptance of the updated policy.

13. Contact Us

If you have questions, concerns, or requests related to this Privacy Policy, please contact us:

• Email: support@csoclientscaleops.com
• Phone: (305) 897-3916
• Mail: Client Scale Ops, Ocala, Florida

Also see our Terms of Service.