Privacy Policy

Effective Date: January 1, 2026

1. Introduction

This Privacy Policy explains how Adaptiv Stratum, LLC (“Adaptiv Stratum,” “Company,” “we,” “us,” or “our”) collects, uses, protects, and shares information when you visit our website, contact us, request information, or engage our consulting, analytics, implementation, modernization, automation, or advisory services.

Our position is simple: business owners should not have to trade control of their data for insight.

We use information to support the client relationship, deliver services, improve operational clarity, maintain security, and communicate with clients and prospective clients. We do not operate as a data broker. We do not sell client data. We do not use your business data to build competitor intelligence, advertising audiences, resale datasets, or unrelated commercial products.

2. Scope of This Policy

This policy applies to information collected through:

  • Our website, including adaptivstratum.com
  • Email, phone, text, consultation requests, and other communications with us
  • Consulting, analytics, modernization, automation, implementation, training, and advisory services
  • Authorized access to third-party business platforms, such as booking, payment, communication, calendar, or scheduling systems
  • Operational support, documentation, reporting, troubleshooting, and service delivery

If you only visit our website, we generally collect limited website and communication information. If you engage our services, we may process additional business, operational, client, appointment, transaction, communication, and platform data necessary to deliver the services.

If a separate written agreement, statement of work, data processing addendum, or service agreement applies, that document may contain additional privacy, confidentiality, security, or data-handling terms.

3. Information We May Collect

Website Information

When you visit our website, we may collect limited technical information, such as:

  • IP address
  • Browser type
  • Device type
  • Operating system
  • Pages visited
  • Date and time of visit
  • Referring website or traffic source
  • General site performance and usage information

This information helps us maintain website functionality, understand basic site performance, improve content, and protect the website from misuse.

Contact and Inquiry Information

If you contact us, request information, schedule a consultation, or communicate with us, we may collect:

  • Name
  • Business name
  • Email address
  • Phone number
  • Message content
  • Business location or service area
  • Information you choose to provide about your business needs

Business Client Data

When providing services, we may access or process business information that you provide or authorize us to access. This may include:

  • Appointment records
  • Booking history
  • Service catalogs
  • Pricing information
  • Staff schedules and provider assignments
  • Client records and client contact details
  • Revenue, order, payment, or transaction summaries
  • Inventory or product information
  • Cancellation, no-show, rebooking, or retention data
  • Operational notes, policies, workflows, or owner-provided business context

Access is limited to what is reasonably necessary to provide the requested service, support the engagement, troubleshoot issues, prepare findings, configure systems, train approved users, or deliver agreed support.

Voice and Communication Data

If you use voice automation, phone support, call handling, or communication services, calls or messages may be processed, transcribed, summarized, reviewed, or routed for operational purposes.

Depending on the service configuration, this may include:

  • Call metadata, such as date, time, duration, and phone number
  • Call recordings, where enabled and legally permitted
  • Transcripts or summaries
  • Appointment requests, reschedule requests, or cancellation requests
  • Escalation notes for human follow-up

If call recording, transcription, SMS, or automated communication is used, the client business is responsible for ensuring that required notices, consents, and communication policies are in place for its own callers, clients, staff, and business operations.

SMS and Mobile Messaging Information

If you communicate with us by text message or use services that involve SMS, we may process mobile numbers, message content, delivery information, and opt-in or opt-out status as needed to deliver operational communication.

Mobile numbers and SMS consent data are not sold, rented, or shared with third parties for their independent marketing or promotional purposes.

Payment and Billing Information

If you purchase services from us, we may collect billing contact information, invoice records, payment status, and related business records. Payment card details, when applicable, are typically processed by third-party payment providers and are not intentionally stored by us outside approved payment systems.

4. How We Use Information

We may use information for the following purposes:

  • Responding to inquiries and consultation requests
  • Providing consulting, analytics, modernization, automation, implementation, and advisory services
  • Reviewing business operations, workflows, and performance patterns
  • Preparing reports, recommendations, summaries, and implementation plans
  • Configuring approved tools, platforms, workflows, or automations
  • Training owners, staff, or authorized users
  • Troubleshooting technical or operational issues
  • Maintaining security and preventing misuse
  • Managing billing, invoices, records, and client communications
  • Complying with legal, contractual, and regulatory obligations
  • Improving our services, provided that improvement does not require exposing or commercializing client data outside the engagement

We use client information to support the client relationship. We do not use client information to build unrelated commercial data products.

5. Our Data Use Commitment

Adaptiv Stratum, LLC does not treat your business data as a resale asset.

Unless you provide explicit written permission, we do not:

  • Sell your data
  • Rent your data
  • License your data to third parties for their independent use
  • Use your data for advertising networks
  • Use your data for data-broker activity
  • Use your data to build competitor intelligence
  • Use your data to help another business compete against you
  • Pool your data with other client data for benchmarking products
  • Share your client list with advertisers or marketing data providers
  • Use your appointment, client, payment, or service activity to train public AI models
  • Repurpose your business data for unrelated products or unrelated commercial use

We may use general professional knowledge, methods, templates, and experience gained through our work, provided that doing so does not disclose your confidential information, identify your clients, expose your business records, or reveal private operational details.

6. How We Differ From Data-Aggregation Platforms

Many large platforms collect broad categories of user, customer, location, behavioral, transaction, and device data. That information may be analyzed, combined, transferred to service providers, used for advertising, used for product development, shared through partner ecosystems, or processed through long vendor chains.

Adaptiv Stratum, LLC is designed differently. We are a consulting and implementation partner, not a data brokerage or advertising platform.

  • No data brokerage: We do not sell private business or client data.
  • No advertising profiling: We do not use client data to build advertising audiences.
  • No cross-client pooling: We do not combine your data with other clients’ private data to create market intelligence products.
  • No competitor intelligence: We do not use your information to support a competitor’s strategy.
  • No public AI training: We do not use your business data or client data to train public AI models.
  • No unnecessary vendor chains: We seek to limit data movement to what is necessary to provide the service.

The purpose of our work is to help your business understand and use its own information, not to move that information into a larger commercial data ecosystem.

7. Data Ownership

You retain ownership of your business data, client records, appointment information, operational materials, and other information you provide or authorize us to access.

We do not claim ownership of your data. We receive only a limited right to access and process the information necessary to provide the requested services.

8. Third-Party Platforms and Service Providers

We may use third-party platforms and service providers to operate the website, communicate with clients, provide services, host systems, process payments, analyze authorized data, configure automations, or support implementation.

These may include, depending on the engagement:

  • Website hosting providers
  • Email providers
  • Cloud infrastructure providers
  • Booking, calendar, or payment platforms
  • Communication, phone, SMS, or voice providers
  • AI infrastructure or automation providers
  • Document, reporting, or analytics tools

We use third-party providers only as reasonably necessary to provide, secure, support, or operate the services. We do not authorize service providers to use client data for unrelated advertising, resale, public model training, or independent commercial use.

Third-party platforms may have their own privacy policies, data practices, terms, outages, security controls, and limitations. We are not responsible for the independent acts, omissions, outages, policies, or security failures of third-party platforms outside our reasonable control.

9. AI Systems and Automation

If AI systems, automation tools, or language models are used as part of our services, they are used to support the engagement, such as summarizing information, assisting with analysis, routing communications, generating operational drafts, or supporting approved workflows.

Unless specifically disclosed and approved in writing, we do not use your business data, client data, appointment data, payment data, or communication data to train public AI models.

AI or automation outputs may contain errors, omissions, incomplete interpretations, or unexpected behavior. We use reasonable review and control processes where appropriate, but final business decisions remain the responsibility of the client business.

10. Cookies and Website Analytics

Our website may use essential cookies or similar technologies required for basic website operation, security, performance, or functionality.

We may also use limited analytics to understand how visitors use the website, what pages are visited, and how site content performs.

We do not use website cookies for behavioral advertising, third-party ad targeting, or cross-site advertising profiles.

You can control cookies through your browser settings. Blocking certain cookies may affect website functionality.

11. SMS and Mobile Messaging

If you provide a mobile number and consent to receive text messages, we may send operational messages related to inquiries, consultations, service coordination, scheduling, support, or account-related communication.

  • Mobile numbers are not sold or rented.
  • Mobile numbers are not shared with third parties for their independent marketing or promotional purposes.
  • Message frequency may vary depending on the relationship and service activity.
  • Message and data rates may apply.
  • You may opt out by replying STOP.
  • You may request help by replying HELP or contacting us directly.

Opting out of SMS may limit our ability to provide text-based operational updates, but it will not prevent communication through other available channels.

12. Data Retention

We retain information only for as long as reasonably necessary to provide services, maintain business records, comply with legal obligations, resolve disputes, support security, manage billing, or enforce agreements.

Retention periods may vary based on the type of information, the service provided, legal requirements, operational need, and any applicable contract.

When information is no longer reasonably necessary, we may delete, archive, anonymize, or securely dispose of it according to our internal practices and applicable law.

13. Data Security

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

These safeguards may include access controls, limited permissions, vendor controls, secure communication practices, monitoring, and data minimization where appropriate.

No system, transmission method, platform, or storage method can be guaranteed to be completely secure. You are responsible for maintaining secure passwords, protecting your devices, limiting staff access, and managing your own third-party platform accounts.

14. Your Privacy Rights

Depending on where you live and which privacy laws apply, you may have rights regarding your personal information. These may include the right to:

  • Confirm whether we process personal information about you
  • Access personal information we maintain about you
  • Correct inaccurate information
  • Request deletion where legally permissible
  • Obtain a copy of certain personal information in a portable format
  • Opt out of certain processing, where applicable
  • Appeal a privacy-rights decision, where required by law

We do not sell personal information or process personal information for targeted advertising as those terms may be defined under applicable privacy laws.

To submit a privacy request, contact us using the information at the end of this policy. We may need to verify your identity or authority before fulfilling a request.

15. Texas Privacy Notice

Texas residents may have rights under the Texas Data Privacy and Security Act, depending on whether the law applies to the specific data and business relationship.

Texas residents may request access, correction, deletion, portability, or opt-out rights where applicable. Requests may be submitted using the contact information below.

We do not sell personal data, process personal data for targeted advertising, or use personal data for profiling in furtherance of decisions that produce legal or similarly significant effects, unless specifically disclosed in a separate written notice.

16. Sensitive Information

You should not provide unnecessary sensitive information unless it is required for the services and has been approved in scope.

Sensitive information may include health information, government identification numbers, payment card numbers outside approved payment systems, protected employee records, legal records, biometric information, precise location information, or other regulated information.

If sensitive information is required for a specific engagement, handling requirements should be addressed in a separate written agreement or scope document.

17. Client Responsibilities

Client businesses are responsible for:

  • Ensuring they have authority to provide or authorize access to business data
  • Maintaining their own privacy notices, staff policies, and client-facing disclosures
  • Obtaining legally required consent for calls, recordings, texts, emails, marketing, deposits, cancellation policies, or automated communication
  • Complying with applicable privacy, employment, consumer protection, messaging, and industry laws
  • Maintaining account security and access controls for their own systems
  • Reviewing recommendations before implementation

Our services support your operations, but they do not replace your responsibility to maintain lawful business practices.

18. Children’s Privacy

Our website and services are intended for business owners, operators, and authorized business representatives. We do not knowingly collect personal information from children under 13 years of age.

If we learn that we have collected personal information from a child under 13 without appropriate consent, we will take reasonable steps to delete it.

19. Business Transfers

If Adaptiv Stratum, LLC is involved in a merger, acquisition, restructuring, financing, sale of assets, or similar business transaction, information may be transferred as part of that transaction, subject to reasonable confidentiality and privacy protections.

This does not change our commitment that client data is not sold as a standalone data product.

20. Legal Compliance and Protection

We may disclose information if required to do so by law, subpoena, court order, government request, or legal process, or if we reasonably believe disclosure is necessary to protect rights, safety, security, service integrity, or to enforce agreements.

21. Links to Other Websites

Our website or communications may include links to third-party websites or services. We are not responsible for the privacy practices, content, security, or policies of third-party websites.

22. Changes to This Policy

We may update this Privacy Policy from time to time. Updated versions will be posted on the website with a revised effective date.

Continued use of the website or services after the updated policy is posted means the updated policy applies going forward.

23. Contact

Questions or privacy requests may be directed to:

Adaptiv Stratum, LLC
Email: [email protected]
Text: +1 (888) 317-3365
Phone: +1 (888) 317-3365