Privacy Policy

Built To Scale LLC

Effective Date: September 1, 2025

Built To Scale LLC (“Built To Scale,” “Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, disclose, store, and safeguard information when you access or use any Built To Scale website, landing page, software platform, CRM system, AI-powered tools, automation services, or related offerings (collectively, the “Services”).

By accessing or using the Services, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We collect information based on how you interact with Built To Scale.

1.1 Visitors (Website Browsing)

When you browse our websites or landing pages, we may collect:

  • IP address

  • Device type, browser type, operating system

  • Pages viewed, time spent, referring URLs

  • Cookies and similar tracking identifiers

This information is generally aggregated and used for analytics and site performance.

1.2 Leads (Forms, Chat, Booking Tools)

If you submit information through forms, calendars, chat interfaces, or AI assistants, we may collect:

  • Name

  • Email address

  • Phone number

  • Business name

  • Appointment details

  • Messages or inquiries you submit

Providing this information is voluntary but may be required to access certain Services.

1.3 Customers (CRM, Software & Services)

Customers using Built To Scale CRM or related Services may provide:

  • Account credentials (stored in encrypted form)

  • Billing and payment information (processed via third parties)

  • Business data entered into the CRM, including:

    • Contacts

    • Leads

    • Appointments

    • Communications

    • Automation configurations

Built To Scale acts as a service provider with respect to customer business data.

1.4 AI & Automation Interactions

When you interact with AI assistants, automations, or messaging tools, we may collect:

  • Inputs provided to AI or automated systems

  • Metadata related to system performance and usage

  • Logs necessary for quality control, debugging, and improvement

AI outputs are generated programmatically and may not always be accurate.

2. How We Use Information

  • Operate, maintain, and improve our websites and Services

  • Provide CRM, automation, and AI functionality

  • Process payments and manage subscriptions

  • Communicate service-related information (confirmations, notices, invoices)

  • Provide customer support based on subscription level

  • Analyze usage trends and improve performance

  • Comply with legal, regulatory, and messaging requirements

  • Send marketing communications where consent has been provided

You may opt out of marketing communications at any time.

3. Cookies & Tracking Technologies

We use cookies, pixels, session recording, and similar technologies to:

  • Enable website functionality

  • Measure traffic and engagement

  • Understand user behavior

  • Support advertising and retargeting efforts

You may disable cookies through your browser settings, though some features may not function properly.

4. Sharing & Disclosure of Information

We do not sell or rent personal data.

4.1 Service Providers

  • GoHighLevel / LeadConnector

  • Twilio

  • Stripe

  • Hosting providers

  • Analytics and AI service providers

These providers are authorized to use information only as necessary to perform services on our behalf.

5. Data Retention

  • Website analytics: typically up to 24 months

  • Lead data: retained for business and communication purposes

  • Customer data: retained during active subscriptions and archived after cancellation unless deletion is requested or required by law

6. Data Security

We implement industry-standard safeguards, including encryption, access controls, and secure hosting environments. However, no system is completely secure, and we cannot guarantee absolute protection.

7. Your Rights & Choices

  • Access your personal data

  • Correct inaccurate information

  • Request deletion of data (subject to legal obligations)

  • Opt out of marketing communications

  • Request information portability where applicable

To exercise these rights, contact:

[email protected]

Contact Information

For questions about this Privacy Policy or data practices, contact:

[email protected]

Want to keep it simple?

Either book a time or view the example site. Those are the two best places to start if you want to see how Built To Scale may be able to help your business.

We help service-based and home-service businesses scale by building the systems, automations, processes, and tools that eliminate chaos and create predictable growth.

Headquartered in Ohio, serving the entire United States

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