Privacy Policy — SupplyeFi
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Privacy Policy

Last updated: [DATE]  ·  Effective date: [DATE]

⚠ Note: This document is provided for general business compliance support and does not constitute legal advice. SupplyeFi recommends having a qualified attorney review the final language of this policy before publishing.

SupplyeFi LLC ("SupplyeFi," "we," "our," or "us") operates an AI front office and operations automation platform for local service businesses. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, submit a form, book a call, or interact with us by phone, text, or email.

By submitting your information through any form, landing page, or booking tool operated by SupplyeFi, you acknowledge and agree to the practices described in this Privacy Policy.

Section 01

Information We Collect

We may collect the following categories of personal information when you interact with our website, forms, or services:

  • Contact Information: First name, last name, business name, email address, phone number, and mailing address.
  • Business Information: Service type, geographic service area, lead volume, current booking process, and related business details you provide.
  • Scheduling Data: Appointment date and time preferences, calendar availability, and confirmation details submitted through booking tools.
  • Communications: Records of calls, text messages, emails, and other correspondence with SupplyeFi or its AI systems.
  • Usage Data: Pages visited, time on site, browser type, device type, IP address, referring URL, and other technical data collected automatically.
  • Cookie & Tracking Data: Identifiers set by cookies, pixels, tags, and similar technologies as described in Section 6.
Section 02

How We Use Your Information

We use the information we collect for the following purposes:

  • To respond to inquiries and deliver the services you request.
  • To book, confirm, and manage demo calls and appointments.
  • To send you communications related to your inquiry, including follow-up emails, SMS messages, and phone calls.
  • To operate our AI front office and operations automation platform on behalf of our clients.
  • To qualify leads and route inquiries to the appropriate business contact.
  • To analyze and improve our services, website performance, and marketing effectiveness.
  • To comply with applicable laws and regulations.
Important: By submitting your information through any SupplyeFi form, landing page, or calendar booking tool, you expressly consent to being contacted by SupplyeFi and/or its clients via phone call, text message, email, and automated or AI-assisted communications, where permitted by applicable law. This consent is not a condition of purchase.
Section 03

SMS / Text Message Communications

By providing your mobile phone number and submitting a form on any SupplyeFi page, you consent to receive text messages (SMS and MMS) from SupplyeFi and/or its clients, including appointment reminders, confirmation messages, follow-up messages, and other service-related communications.

📱 Standard SMS Opt-Out & Help Language

To opt out: Reply STOP to any text message at any time. You will receive one final confirmation message and no further texts will be sent.

For help: Reply HELP to any text message for support information, or contact us at [CONTACT_EMAIL].

Message and data rates may apply. Message frequency varies. Carriers are not liable for delayed or undelivered messages.

Mobile Information Privacy: Mobile information, including your phone number and SMS opt-in consent, will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties under any circumstances.

You may also opt out at any time by contacting us directly at the information provided in Section 13.

Section 04

Email Communications

By submitting your email address through any SupplyeFi form or landing page, you consent to receive email communications from SupplyeFi and/or its clients. These may include:

  • Appointment confirmations and reminders
  • Follow-up emails after a form submission or call
  • Educational or marketing content related to AI front office and automation services
  • Service updates and announcements

You may opt out of marketing emails at any time by clicking the "Unsubscribe" link in any email or by contacting us at [CONTACT_EMAIL]. Transactional emails related to a scheduled appointment or service agreement may still be sent.

Section 05

AI Phone & Voice Communications

SupplyeFi operates AI-powered voice systems on behalf of its clients. When you call a phone number managed by SupplyeFi or when an AI voice system contacts you, you may be interacting with an automated AI receptionist, not a live human agent.

Disclosure: Calls made or received through SupplyeFi's platform may be handled or assisted by artificial intelligence (AI) systems. Call recordings may be made for quality assurance, training, and service improvement purposes, where permitted by applicable law. By engaging with these systems, you consent to such recording and processing.

AI voice systems may collect and process spoken information you provide during a call, including your name, contact information, appointment preferences, and service needs. This information is used solely to facilitate the appointment-setting or lead qualification process.

If you prefer to speak with a human representative, you may request this during the call or contact us directly using the information in Section 13.

Section 06

Cookies & Tracking Technologies

Our website and landing pages may use cookies, web beacons, tracking pixels, and similar technologies to collect usage data and improve the user experience. These technologies may be placed by SupplyeFi directly or by third-party tools we use.

Types of cookies we may use:

  • Essential Cookies: Required for basic website functionality.
  • Analytics Cookies: Used to understand how visitors interact with our pages (e.g., Google Analytics).
  • Marketing & Retargeting Cookies: Used to deliver relevant advertising across platforms (e.g., Facebook Pixel, Google Ads).
  • CRM Tracking: Cookies and tracking scripts used to identify returning visitors and attribute leads within our CRM platform.

You may disable cookies through your browser settings. Note that disabling cookies may affect the functionality of certain parts of our website.

Section 07

Third-Party Tools & Service Providers

SupplyeFi uses third-party software and service providers to operate its platform and deliver services. These providers may receive access to your personal information solely to perform services on our behalf. Current categories of third-party tools may include:

  • CRM & Automation: Tools such as GoHighLevel (GHL) for lead management, pipeline tracking, and automated follow-up sequences.
  • AI Voice Platforms: Services such as Retell AI or similar for AI-powered phone call handling.
  • Workflow Automation: Platforms such as Make for connecting systems and automating data flows.
  • Calendar & Scheduling: Tools for managing appointment bookings and calendar integrations.
  • Email & SMS Providers: Platforms used to send and receive email and text message communications.
  • Analytics & Advertising: Google Analytics, Facebook Pixel, and similar tools for website measurement and marketing optimization.

These providers are contractually obligated to protect your information and may not use it for their own independent purposes. We encourage you to review the privacy policies of these third-party providers for more information.

Section 08

Data Sharing & Disclosure

We do not sell your personal information to third parties. We may share your information in the following circumstances:

  • With Our Clients: If your inquiry is submitted through a landing page operated on behalf of a SupplyeFi client (a local service business), your information may be shared with that client to facilitate scheduling, follow-up, and service delivery.
  • With Service Providers: As described in Section 7, we share data with third-party tools and platforms that help us deliver services.
  • For Legal Compliance: We may disclose information if required by law, subpoena, court order, or government authority, or to protect the safety, rights, or property of SupplyeFi, its clients, or others.
  • Business Transfers: In the event of a merger, acquisition, or sale of all or substantially all of our assets, your information may be transferred as part of that transaction.
Mobile & SMS Data: Mobile information, including phone numbers and SMS opt-in consent, will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. SMS opt-in data is collected solely for the purpose of delivering the communications you have requested.
Section 09

Data Security

We implement reasonable administrative, technical, and physical security measures designed to protect your personal information from unauthorized access, loss, misuse, or disclosure. These measures include encrypted data transmission (HTTPS), access controls, and secure hosting environments.

However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security of your personal information and encourage you to take precautions when sharing sensitive data online.

Section 10

Your Rights & Opt-Out Options

Depending on your location and applicable law, you may have the following rights with respect to your personal information:

  • Access: Request a copy of the personal information we hold about you.
  • Correction: Request that we correct inaccurate or incomplete information.
  • Deletion: Request that we delete your personal information, subject to legal retention requirements.
  • Opt-Out of SMS: Reply STOP to any text message at any time.
  • Opt-Out of Email: Click "Unsubscribe" in any marketing email or contact us directly.
  • Opt-Out of Calls: Request to be placed on our do-not-call list by contacting us at the information in Section 13.
  • Data Portability: Where applicable, request your data in a portable format.

To exercise any of these rights, please contact us using the information provided in Section 13. We will respond to verified requests within a reasonable timeframe and in accordance with applicable law.

Section 11

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately at [CONTACT_EMAIL] and we will take steps to delete such information.

Section 12

Changes to This Policy

We reserve the right to update or modify this Privacy Policy at any time. When we make material changes, we will update the "Last Updated" and "Effective Date" at the top of this page. Your continued use of our website or services after any changes constitutes your acceptance of the updated policy.

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

Section 13

Contact Us

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

📬 Contact Information

Company: SupplyeFi LLC

Address: [COMPANY_ADDRESS]

Email: [CONTACT_EMAIL]

Phone: [PHONE_NUMBER]