Privacy Policy

Information we collect

When you contact Redmont Strategies Group (“RSG”), we collect the information you provide: your name, business name, website, email address, phone number, industry, and any details you share about your business. That includes messages you send through our site chat, the booking form, email, or text. If you call us and leave a voicemail, we record the message and may transcribe it. If you agree to it, we may record and transcribe meetings we hold with you so we can prepare proposals and follow up accurately. If you join our email list, we collect the email address you submit. If you are a client, we also keep the account, billing, and project information needed to deliver our services and run your client portal.

Cookies

This site uses a small number of first-party cookies. Essential cookies keep the client portal working (session cookies) and remember your cookie preference. If you accept cookies, we also set an anonymous visitor identifier that helps us understand how the site is used and improve it. We do not use third-party advertising cookies, and you can decline non-essential cookies in the banner without affecting the site.

How we use it

We use your information to respond to inquiries, schedule and prepare for calls, write proposals, deliver consulting and implementation services, bill for them, and run the client portal. We do not sell your information and we do not use it for third-party advertising.

AI processing

We use AI models from Anthropic (Claude) to help answer site chat, summarize inquiries, draft replies, and pull key points from call and meeting transcripts. The text is sent to Anthropic’s API to produce a response. Under Anthropic’s commercial terms, API data is not used to train their models. A person at RSG reviews AI drafts before they become proposals or commitments.

Service providers

We share information with the service providers below only as needed for them to run part of our service for us. They are not permitted to use it for their own purposes.

• Vercel — website and application hosting
• Supabase — database, authentication, and file storage
• Anthropic (Claude) — AI processing of inquiries, chat, and call transcripts
• Twilio — phone calls, voicemail, and text messages
• Resend — transactional and marketing email
• Stripe — payments and invoicing
• Cal.com and Google Calendar — appointment scheduling
• Pocket — recording and transcription of meetings we hold with you
• Sentry — error monitoring

We may also disclose information when required by law, or as part of a merger or sale of the business, in which case this policy continues to apply.

Text messages

If you give us your mobile number and agree to receive texts, we may text you about appointments, inquiries, and services you asked about. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time, or HELP for help. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text-message opt-in data and consent are not shared with any third party, except the providers who deliver the messages for us.

Call recording

Voicemails left on our line are recorded, and our greeting says so before the recording starts. When we record a live call or meeting, we tell everyone on it at the start and record only with their agreement.

Marketing emails

If you subscribe to our email list, we send occasional emails about business systems, operations, and AI implementation. Every email includes an unsubscribe link, and you can ask to be removed at any time. We never sell or share the list.

How long we keep it

We keep information only as long as we need it for the purposes above or as the law requires:

• Inquiries that do not become clients (spam, archived, or lost) — deleted 24 months after submission
• Client records and engagement files — for the engagement, then up to 7 years for tax and contract purposes
• Payment and invoice records — 7 years, as required for tax records
• Voicemail recordings and call or meeting transcripts — deleted 12 months after recording, or sooner on request
• Email-list subscriptions — until you unsubscribe; we keep only the address on a suppression list so we do not email you again
• Text-message opt-outs — kept indefinitely so we honor your opt-out
• System and delivery logs — 30 to 90 days
• Anonymous site analytics — about 13 months

Deleted data can remain in encrypted database backups for up to 30 days before those backups expire. Records we must keep for legal reasons are kept even after a deletion request, and only for that purpose.

Security

Data is encrypted in transit and at rest with our hosting and database providers. Client portal credentials are stored using industry-standard password hashing, portal sessions use signed, httpOnly cookies, and access to client data is limited to the people who need it.

Your rights

You can ask us for a copy of the information we hold about you, ask us to correct it, ask us to delete it, or opt out of marketing at any time. Depending on where you live, including California and the European Union, you may have further rights under laws such as the CCPA and GDPR. We will not treat you differently for using them. To make a request, email contact@redmontstrategiesgroup.com. We may need to confirm your identity, and we respond within 30 days. Deletion covers our database, stored recordings, and the copies held by our service providers where we control them.

Changes and contact

We will update the date at the top of this page when this policy changes. Questions can be sent to contact@redmontstrategiesgroup.com. See also our Terms of Service.