LeadSidekick Privacy Policy

Effective Date: July 23rd 2025

Intro
At LeadSidekick, your privacy is a top priority. This Privacy Policy explains how we collect, use, store, and protect
your information when you use our AI receptionist services.

1. Information We Collect
We collect the following types of information from our clients and their callers:
a. Client Information
– Business name, email, phone number, and service area
– Preferences for how your AI receptionist handles calls
– Payment and billing details (handled securely by third-party processors like Stripe)
b. Caller Information
– Phone number and name (when available)
– Call audio recordings
– Call transcripts and summaries
– Messages left with the AI receptionist
c. Technical Data
– Device type, IP address, browser information (when accessing your portal or support site)
– Usage behavior for service improvement purposes

2. How We Use the Information
We use your data for the following purposes:
– To operate and improve the AI receptionist service
– To deliver lead information, call recordings, and summaries via email
– To provide support, training, and requested adjustments
– To contact you regarding your account or service updates
– To ensure system quality and prevent misuse

3. Call Recording and Transcripts
Calls handled by the LeadSidekick AI are recorded and transcribed for service delivery and quality control.
These recordings are accessible only to you and authorized LeadSidekick staff.
By using the service, you consent to these recordings and summaries.

4. Data Retention
Call recordings and transcripts are stored securely for up to 12 months, unless deletion is requested earlier.
Business information provided during onboarding is stored for the duration of your active subscription and may be
retained for accounting or legal compliance for up to 3 years after cancellation.

5. Data Sharing
We do not sell or rent your data.
We only share your information:
– With service providers (e.g., email or CRM systems) under confidentiality agreements
– When required by law or legal process
– With your explicit consent (for integrations or custom support)

6. Data Storage and Security
All data is stored using industry-standard encryption and access control measures.
We implement technical and organizational safeguards to protect your information from unauthorized access or
misuse.

7. Data Breach Protocol
In the event of a data breach:
– We will notify affected users as soon as reasonably possible
– We will follow all applicable state and federal laws related to breach notification and incident response
– You will receive information about the scope of the breach, what was affected, and how we are resolving it

8. Your Rights
You have the right to:
– Access the information we have on file
– Request corrections to your data
– Request deletion of stored data
– Withdraw consent to receive communications at any time
To make such requests, email devyn@leadsidekick.com

9. Cookies and Tracking
Our website may use cookies or similar technologies for basic analytics and performance tracking. You can disable
cookies in your browser settings at any time.

10. Third-Party Services
We may link to or integrate with third-party services such as Stripe, Google Analytics, or CRM platforms. These
services are governed by their own privacy policies. LeadSidekick is not responsible for the practices of these third
parties.

11. Children’s Privacy
LeadSidekick does not knowingly collect or process data from children under the age of 13.

12. Policy Updates

We may revise this policy from time to time. Any changes will be posted on our website with an updated “Last
Updated” date. Continued use of our services indicates acceptance of any changes.

13. Contact
If you have any questions about this Privacy Policy or how your data is handled, contact us at:
devyn@leadsidekick.com