Privacy Policy

Effective Date: 01/01/2026
Company: OutSource AI (In Power Generators LLC)
Website: https://outsourceai.co
Contact Email: [email protected]

BY USING OUR SERVICES, INCLUDING OUR WEBSITES, FORMS, FUNNELS, ASSESSMENTS, AUTOMATIONS, CLIENT PORTALS, COMMUNICATION TOOLS, AND RELATED APPLICATIONS, YOU AGREE TO BE BOUND BY THIS PRIVACY POLICY. PLEASE READ THIS PRIVACY POLICY CAREFULLY.

OutSource AI and its parent company, in Power Generators LLC ("Company," "we," "us," or "our") provides AI strategy, AI opportunity assessments, workflow automation, business process analysis, AI receptionist support, client intake tools, and related consulting and implementation services (collectively, the "Services").

This Privacy Policy explains how we collect, use, process, store, and disclose information when you visit our websites, submit forms, schedule calls, interact with our AI tools, communicate with us, purchase our services, or otherwise use our Services.

This Privacy Policy applies to our websites, landing pages, funnels, forms, assessment pages, booking pages, email and SMS communications, client intake forms, AI-generated reports, and related Services. It does not apply to third-party websites, software platforms, or services that have their own privacy policies.

If you do not agree with this Privacy Policy, you should not use our Services.

Important Information Summary

For your convenience, this section summarizes key parts of this Privacy Policy. You should still read the full policy.

We collect information you provide directly to us, such as your name, email address, phone number, company name, company website, business details, assessment responses, uploaded documents, call booking details, payment-related information, and communications with us.

We also collect information automatically when you visit our websites or use our Services, such as device information, IP address, browser type, pages viewed, form interactions, referral source, and general usage data.

We use this information to provide our Services, prepare AI opportunity assessments, communicate with you, schedule calls, deliver reports, improve our systems, send follow-up messages, process payments, manage customer relationships, prevent fraud, and comply with legal obligations.

We may use artificial intelligence tools and automation systems to help analyze information you submit, generate drafts, prepare assessments, summarize calls, organize data, and support our internal business processes. Human review may be used where appropriate.

We may share information with trusted service providers and technology platforms that help us operate our business, including CRM platforms, calendar tools, email and SMS providers, payment processors, AI service providers, automation platforms, hosting providers, analytics tools, subcontractors, and fulfillment partners.

We do not knowingly collect personal information from children under 18, and our Services are not intended for children.

You may contact us to request access, correction, deletion, or other action regarding your personal information, subject to applicable law.

1. Information We Collect

When you access or use our Services, we may collect Personal Information, Business Information, Service Use Information, and Non-Personal Information.

1.1 Personal Information

"Personal Information" means information that identifies, relates to, describes, or could reasonably be linked to an individual. This may include:

• First and last name

• Email address

• Phone number

• Mailing address or billing address

• Job title or role

• Company affiliation

• Calendar booking information

• Communications with us

• Payment-related information

• Any other information you voluntarily submit to us

1.2 Business Information

Because our Services are primarily business-to-business, we may collect information about your company or organization, including:

• Company name

• Company website URL

• Industry or niche

• Business size

• Approximate revenue range, if submitted

• Team size or employee count, if submitted

• Current software tools and systems

• Business processes, workflows, and operational pain points

• Customer support, sales, marketing, dispatch, or administrative processes

• Uploaded documents, forms, screenshots, spreadsheets, reports, or other materials you choose to provide

• Information submitted for AI opportunity assessments, blueprints, implementation planning, or consulting services

Some Business Information may include Personal Information if it identifies or relates to an individual.

1.3 Information You Provide Directly

We collect information when you:

• Fill out a website form

• Request a Free AI Opportunity Assessment

• Submit a Snapshot, VIP assessment, Blueprint intake form, or client questionnaire

• Schedule a call or meeting

• Upload files or documents

• Contact us by email, phone, SMS, chat, or website form

• Purchase a product or service

• Respond to surveys, questionnaires, or onboarding forms

• Participate in a consultation, interview, recorded call, or assessment process

1.4 AI Tool and Automation Information

When you use our Services or submit information for analysis, we may process that information using AI tools, automation systems, and related software. This may include:

• Website and company analysis

• Publicly available business research

• Form and intake data analysis

• Call or meeting transcript summarization

• Drafting assessments, reports, proposals, scopes of work, or implementation roadmaps

• Lead scoring, workflow routing, and follow-up preparation

• Internal task management and customer relationship updates

We may use AI-generated outputs to support our business services, but final decisions, recommendations, and deliverables may be subject to human review depending on the service provided.

1.5 Service Use Information

We may automatically collect information about your use of our websites and Services, including:

Device Information: device type, operating system, browser type, device identifiers, IP address, mobile network information, and similar technical information.

Log Data: pages visited, links clicked, forms started or submitted, time spent on pages, referral URLs, browser language, timestamps, error logs, and similar usage data.

Geolocation Information: general location information derived from your IP address, such as city, region, or country. We generally do not collect precise geolocation unless required for a specific feature and you provide consent.

Cookies and Tracking Technologies: cookies, pixels, web beacons, tags, scripts, analytics tools, and similar technologies used to operate our websites, improve user experience, measure performance, and support marketing.

1.6 Non-Personal Information

"Non-Personal Information" means information that does not directly identify you. This may include aggregated, anonymized, or de-identified information such as general website traffic, industry trends, aggregate assessment data, usage statistics, and performance analytics.

2. How We Use Your Information

We may use your information for business, commercial, operational, legal, and service-related purposes, including to:

1. Provide, operate, maintain, and improve our Services

2. Respond to your inquiries, requests, and support needs

3. Prepare AI opportunity assessments, snapshots, reports, blueprints, proposals, and related deliverables

4. Analyze your company website, public business information, and submitted intake data

5. Schedule and manage calls, consultations, and meetings

6. Send emails, SMS messages, reminders, confirmations, follow-ups, and service updates

7. Customize website, funnel, and assessment experiences

8. Manage customer relationships, pipelines, tasks, and service delivery

9. Process purchases, invoices, payments, refunds, or related transactions

10. Provide onboarding, implementation, consulting, or support services

11. Coordinate with internal team members, subcontractors, fulfillment partners, or service providers

12. Use AI tools and automation systems to generate drafts, summaries, recommendations, and operational outputs

13. Improve our marketing, sales, website performance, and customer experience

14. Detect, prevent, and address fraud, abuse, security issues, or technical problems

15. Enforce our agreements, terms, and policies

16. Comply with legal, regulatory, tax, accounting, and contractual obligations

17. Protect our rights, property, safety, customers, partners, and users

We may combine information collected from different sources, including information you provide, publicly available information, website analytics, CRM data, communications, and third-party tools, for the purposes described in this Privacy Policy.

3. How We Share Your Information

We may share your information, including Personal Information and Business Information, as described below.

3.1 Service Providers and Technology Platforms

We may share information with third-party service providers and technology platforms that help us operate our business and provide our Services. These may include:

• Website and funnel hosting providers

• CRM and marketing automation platforms

• Calendar and scheduling tools

• Email and SMS providers

• Payment processors

• AI model providers and AI workflow tools

• Automation platforms

• Cloud storage providers

• Analytics and tracking providers

• Customer support tools

• Document generation and file storage tools

• Communication tools

• Security and fraud prevention providers

These providers are authorized to use your information only as needed to provide services to us or as otherwise permitted by their own agreements and applicable law.

3.2 AI Service Providers and Automation Tools

We may use third-party AI, automation, transcription, data-processing, and workflow tools to process information submitted through our Services. These tools may assist with research, summarization, drafting, analysis, task routing, customer relationship management, reporting, and other internal or client-facing workflows.

Information processed through these tools may include form responses, company details, website URLs, uploaded documents, call notes, transcripts, communications, and other information relevant to the Services you request.

We use commercially reasonable efforts to work with reputable providers and configure systems in a manner appropriate for the type of information being processed.

3.3 Fulfillment Partners, Contractors, and Subcontractors

We may share information with contractors, subcontractors, consultants, implementation partners, analysts, developers, or fulfillment partners who help us prepare assessments, blueprints, implementation plans, automations, technical builds, or related deliverables.

Where appropriate, we may limit shared information to what is reasonably necessary for the assigned work.

3.4 Business Transfers

If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, sale of assets, or similar business transaction, your information may be transferred as part of that transaction, subject to this Privacy Policy and applicable law.

3.5 Legal, Safety, and Compliance Requirements

We may disclose your information if we believe in good faith that disclosure is necessary to:

• Comply with applicable law, regulation, legal process, subpoena, court order, or governmental request

• Enforce our agreements, terms, and policies

• Protect our rights, property, safety, customers, users, partners, or the public

• Detect, investigate, prevent, or address fraud, security issues, abuse, or illegal activity

• Respond to claims that content or activity violates the rights of others

3.6 Affiliates

We may share information with our affiliates, subsidiaries, parent companies, or entities under common ownership or control, if applicable, for purposes consistent with this Privacy Policy.

3.7 Aggregated or De-Identified Information

We may share aggregated, anonymized, or de-identified information that does not reasonably identify you or your company, including for analytics, research, marketing, benchmarking, case studies, product improvement, or reporting.

We will not intentionally disclose confidential client-specific information in public case studies without permission or appropriate anonymization.

4. Client Data, Assessments, and Confidential Business Information

Some of our Services may involve reviewing company processes, customer journeys, operational workflows, software tools, sales processes, support processes, call handling, documents, or internal business information.

We treat this type of information as business-sensitive information and use it only to provide, improve, support, and manage the Services unless otherwise permitted by you, our agreements, or applicable law.

You should not submit highly sensitive information unless it is necessary for the Services and you are authorized to provide it. This includes, but is not limited to, Social Security numbers, protected health information, banking credentials, passwords, private keys, government identification numbers, or regulated personal data.

If you provide customer lists, employee information, call transcripts, or other data relating to third parties, you represent that you have the right and authority to provide that information to us for processing in connection with the Services.

5. Communications, Email, SMS, and Marketing

When you submit your contact information, request an assessment, schedule a call, purchase a service, or otherwise interact with us, we may contact you by email, phone, SMS, direct message, or other communication channels.

These communications may include:

• Assessment confirmations

• Calendar confirmations and reminders

• Follow-up messages

• Service updates

• Requested reports or materials

• Onboarding information

• Customer support communications

• Marketing or promotional messages

• Educational content, case studies, or related offers

You may opt out of marketing emails by using the unsubscribe link included in marketing emails, where available. You may opt out of SMS marketing by replying STOP, where supported. Transactional, operational, legal, or service-related messages may still be sent where permitted by law.

Standard message and data rates may apply for SMS messages.

6. Cookies and Tracking Technologies

We and our service providers may use cookies, pixels, web beacons, tags, scripts, and similar tracking technologies to collect information about your use of our websites and Services.

Cookies are small files stored on your device that help websites remember information about your visit. We may use cookies and similar technologies to:

• Operate and secure our websites

• Remember preferences

• Improve website performance

• Understand how visitors use our pages

• Measure marketing campaign performance

• Track form submissions, page visits, and conversions

• Deliver or improve advertising and retargeting campaigns

We may use analytics tools, advertising pixels, CRM tracking scripts, and similar technologies from third-party providers. These providers may collect information about your interactions with our websites and other websites over time.

You can control cookies through your browser settings. If you disable cookies, some parts of our websites or Services may not function properly.

7. Analytics and Advertising

We may use third-party analytics and advertising tools to understand website traffic, improve our Services, measure campaign performance, and deliver relevant marketing.

These tools may collect information such as IP address, device type, browser type, pages viewed, referral source, click behavior, and conversion activity.

We may also use remarketing or retargeting technologies to show ads to people who previously visited our websites or interacted with our Services.

Your choices regarding advertising and tracking may depend on your browser, device, platform, and location.

8. Payment Information

If you purchase Services from us, payment information may be collected and processed by third-party payment processors. We generally do not store full credit card numbers or complete bank account details on our own systems.

Payment processors may collect billing details, payment method information, transaction history, fraud prevention information, and other data necessary to process payments. Their handling of payment information is governed by their own terms and privacy policies.

9. Information Retention

We retain Personal Information and Business Information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide our Services, maintain business records, comply with legal obligations, resolve disputes, enforce agreements, prevent fraud, and support legitimate business needs.

Retention periods may vary depending on the type of information, the nature of the Services, our contractual obligations, legal requirements, and operational needs.

When information is no longer needed, we may delete, anonymize, de-identify, or securely archive it, subject to applicable law and business requirements.

10. Security of Information

We use reasonable technical, administrative, and organizational safeguards intended to protect information from unauthorized access, loss, misuse, alteration, disclosure, or destruction.

These safeguards may include access controls, password protection, encryption where appropriate, secure transmission methods, limited-access systems, vendor controls, and internal process restrictions.

However, no method of transmission over the internet or method of electronic storage is completely secure. We cannot guarantee absolute security of any information transmitted to or from our Services.

You are responsible for using secure devices, maintaining the confidentiality of your login credentials, and ensuring that any information you submit to us is authorized and appropriate.

11. Third-Party Websites and Services

Our websites, emails, reports, or Services may contain links to third-party websites, tools, platforms, or services. We do not control and are not responsible for the privacy practices, content, security, or policies of third parties.

Your use of third-party websites and services is subject to their own terms and privacy policies. We encourage you to review those policies before submitting information to third parties.

12. Do Not Track

Some browsers offer a "Do Not Track" signal. At this time, our websites do not respond to Do Not Track signals. You may control certain tracking through your browser settings, cookie settings, advertising preferences, or other available privacy tools.

13. Your Privacy Choices and Rights

Depending on your location, you may have certain rights regarding your Personal Information. These may include the right to:

• Request access to Personal Information we hold about you

• Request correction of inaccurate Personal Information

• Request deletion of certain Personal Information

• Request restriction or objection to certain processing

• Request a copy of certain Personal Information in a portable format

• Withdraw consent where processing is based on consent

• Opt out of certain marketing communications

• Opt out of certain sales or sharing of Personal Information, where applicable

To exercise your rights, contact us at: [Insert Privacy Email].

We may need to verify your identity before responding to a privacy request. We may deny or limit requests where permitted by law, including where information must be retained for legal, contractual, security, fraud prevention, accounting, tax, or legitimate business purposes.

14. California Privacy Notice

If you are a California resident, you may have additional rights under California privacy laws, including the California Consumer Privacy Act as amended by the California Privacy Rights Act (collectively, "California Privacy Laws").

14.1 Categories of Personal Information We May Collect

Depending on your interaction with us, we may collect the following categories of Personal Information:

• Identifiers, such as name, email address, phone number, IP address, and business contact details

• Commercial information, such as services requested or purchased

• Internet or electronic network activity information, such as website usage, referral source, and interactions with our pages

• Professional or employment-related information, such as job title, company, and business role

• Geolocation information, generally approximate location derived from IP address

• Audio, electronic, or similar information, such as call recordings, transcripts, messages, or meeting notes where applicable

• Inferences drawn from information you provide, such as likely business needs, operational gaps, or service recommendations

14.2 Sources of Information

We may collect Personal Information from:

• You directly

• Your company or representatives

• Website forms and booking pages

• Communications with us

• Publicly available sources, such as company websites or business listings

• Analytics and advertising tools

• CRM, automation, and service providers

• Business partners or referral sources

14.3 Purposes for Collection and Use

We collect and use Personal Information for the business and commercial purposes described in this Privacy Policy, including providing Services, preparing assessments, communicating with you, processing payments, improving our operations, marketing, security, compliance, and legal purposes.

14.4 Disclosure of Personal Information

We may disclose Personal Information to service providers, contractors, AI service providers, automation tools, payment processors, analytics providers, advertising partners, fulfillment partners, affiliates, legal authorities, and business transaction parties as described in this Privacy Policy.

14.5 Sale or Sharing of Personal Information

We do not sell Personal Information for money. However, some analytics, advertising, retargeting, or tracking activities may be considered a "sale" or "sharing" under California Privacy Laws. California residents may have the right to opt out of such sale or sharing.

To submit a request, contact us at: [Insert Privacy Email].

14.6 California Privacy Rights

California residents may have the right to:

• Know what Personal Information we collect, use, disclose, sell, or share

• Access specific pieces of Personal Information

• Delete certain Personal Information

• Correct inaccurate Personal Information

• Opt out of sale or sharing of Personal Information

• Limit use and disclosure of sensitive Personal Information, where applicable

• Not be discriminated against for exercising privacy rights

To exercise these rights, contact us at: [Insert Privacy Email].

15. EU, UK, and International Privacy Rights

If you are located in the European Economic Area, United Kingdom, Switzerland, or another jurisdiction with similar privacy laws, you may have certain rights under applicable law.

Depending on your location and the circumstances, these rights may include:

• Right of access

• Right to rectification

• Right to erasure

• Right to restrict processing

• Right to object to processing

• Right to data portability

• Right to withdraw consent

• Right to lodge a complaint with a supervisory authority

Our legal bases for processing may include:

• Your consent

• Performance of a contract or steps taken before entering into a contract

• Compliance with legal obligations

• Our legitimate interests, such as providing Services, improving operations, marketing, fraud prevention, security, and business administration

If we transfer Personal Information internationally, we will use legally appropriate safeguards where required by applicable law.

To exercise your rights, contact us at: [Insert Privacy Email].

16. Minors

Our Services are intended for businesses and adults. They are not directed to children under the age of 18.

We do not knowingly collect Personal Information from children under 18. If you believe that a child has provided us with Personal Information, please contact us at [Insert Privacy Email], and we will take appropriate steps to delete such information where required by law.

17. Data Submitted About Other People

If you submit information about customers, employees, contractors, vendors, leads, partners, or other third parties, you represent and warrant that you have the legal right and authority to provide that information to us and to allow us to process it for the purposes described in this Privacy Policy and any applicable agreement.

You are responsible for providing any notices and obtaining any consents required by law before submitting third-party information to us.

18. No Submission of Restricted Sensitive Information

Unless we specifically request it in writing, you should not submit highly sensitive or regulated information through our websites, funnels, forms, chat tools, or general intake systems. This includes:

• Social Security numbers

• Driver’s license numbers

• Passport numbers

• Full financial account numbers

• Bank login credentials

• Credit card numbers outside approved payment forms

• Health or medical records

• Protected health information

• Legal case files containing sensitive personal data

• Passwords, private keys, or system access credentials

• Data you are not authorized to disclose

If a project requires handling sensitive or regulated information, we may require a separate written agreement, security review, or specialized process.

19. Case Studies, Testimonials, and Results

We may publish case studies, testimonials, examples, or results based on client work only with permission or in a way that is anonymized or generalized.

We may use aggregated or de-identified insights to improve our Services, demonstrate common business problems, explain AI opportunities, or develop educational materials, provided such information does not reasonably identify a specific client or individual.

20. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make changes, we will update the Effective Date above and post the revised policy on our website or otherwise make it available.

Your continued use of our Services after changes are posted means you accept the revised Privacy Policy, to the extent permitted by law.

21. Contact Us

If you have questions about this Privacy Policy, our privacy practices, or your privacy rights, contact us at:

OutSource AI [Insert Legal Entity Name, if different]
Website: https://outsourceai.co
Email: [email protected]
Mailing Address: [Insert Business Mailing Address]

22. Legal Disclaimer

This Privacy Policy is provided as a general template for business use and should be reviewed by a qualified attorney before publication. Privacy law requirements vary based on your location, customer locations, services offered, data collected, technology providers used, and applicable regulations.