PRIVACY POLICY
Leveraged Ops
Effective Date: March 18, 2026 | Last Updated: March 18, 2026
Our Commitment to Your Privacy
At Leveraged Ops, we believe that technology should serve people, not exploit them. This Privacy Policy reflects our core value of data sovereignty—your information belongs to you, and we’re committed to protecting it with the same integrity we bring to securing our clients’ business data.
We will NEVER sell, rent, or trade your personal information to third parties. Period.
When you interact with our services, we may collect:
Name (first and last)
Email address
Phone number
Company name and industry
Business address (if provided)
Responses to our AI Readiness Assessment
Business operational information
Technology usage patterns
Pain points and objectives
Consent for email communications
Consent for phone calls (including AI-assisted calls)
Consent for text message communications
Opt-in/opt-out preferences
Meeting notes and recorded sessions (with consent)
Business requirements and objectives
Implementation preferences and constraints
IP address and general location
Browser type and version
Device information
Pages visited and time spent
Referral sources
Essential cookies for website functionality
Analytics cookies to improve user experience
Preference cookies to remember your settings
We do NOT use tracking cookies for advertising or to build profiles for third-party marketing.
We use your information solely to provide and improve our services:
Consultation Services: To assess your AI readiness and provide personalized recommendations
Communication: To send you assessment results, educational content, and service information
Customer Support: To respond to inquiries and provide technical assistance
Service Delivery: To implement AI automation solutions according to your specifications
Email Communications: Assessment results, educational content, appointment reminders, and service updates
Phone Calls: Follow-up discussions about assessment results, consultation scheduling, and customer support (including AI-assisted calls for initial result reviews)
Text Messages: Assessment summaries, appointment reminders, and urgent service notifications
Educational Content: Industry insights, AI implementation guides, and best practices
Lead Management: Tracking engagement and communication preferences
Service Improvement: Analyzing aggregate data to enhance our offerings
Legal Compliance: Meeting regulatory requirements and protecting our legitimate business interests
Leveraged Ops will never sell, rent, or trade your personal information to third parties for marketing or any other purposes.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
We work with select service providers who help us deliver our services. These providers are contractually bound to protect your information:
GoHighLevel (GHL): Customer relationship management, marketing automation, and communication platform
Airtable: Data storage and operational management
AI Voice Services: AI-powered phone call services for assessment follow-ups
Twilio: Text message and voice delivery services
Email Service Providers: Secure email delivery
Calendar Services: Appointment scheduling
Payment Processors: Secure payment processing for services
Website Analytics: Understanding website usage patterns
All third-party providers:
Are carefully vetted for security and privacy practices
Receive only the minimum information necessary
Are contractually prohibited from using your data for their own purposes
Must meet or exceed our data protection standards
Notwithstanding the above, no mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services.
We may disclose information only when required by law:
In response to valid legal process (subpoenas, court orders)
To protect against fraud or security threats
To protect the safety of individuals or property
In connection with a business transfer (with continued privacy protection)
Encryption: All data transmitted and stored is encrypted using industry-standard protocols
Access Controls: Strict limits on who can access personal information
Regular Audits: Ongoing security assessments and improvements
Staff Training: All team members trained on privacy and security best practices
Unlike many tech companies, we believe in local data control:
Client implementation data stays on their premises where applicable
Assessment and contact data is stored in secure, US-based servers
No foreign government access to your information
You maintain control over your data throughout our relationship
Email: Unsubscribe links in every email, or contact us directly
Phone Calls: Request to be removed from call lists at any time
Text Messages: Reply “STOP” to opt out of SMS communications
All Communications: Email [email protected] to update preferences
Right to Access: Request a copy of all personal information we have about you
Right to Correction: Ask us to correct inaccurate or incomplete information
Right to Deletion: Request deletion of your personal information (subject to legal requirements)
Right to Portability: Receive your data in a portable format
If you’re a California resident, you have additional rights:
Right to know what personal information is collected and how it’s used
Right to delete personal information
Right to opt-out of sale (though we never sell personal information)
Right to non-discrimination for exercising your privacy rights
You can exercise these rights up to two times every 12 months. To do so, contact us at [email protected] or 406-506-5878. We may ask you to complete a verification process. We will confirm receipt and respond within the time frames prescribed by the CCPA.
If you’re in the European Union, you have additional protections:
Lawful basis for processing (consent, legitimate interest, contract performance)
Right to data portability and erasure
Right to object to processing
Right to lodge complaints with supervisory authorities
Assessment Data: Retained for 3 years to provide ongoing support and service improvements
Communication Records: Retained for 2 years for customer service and legal compliance
Website Analytics: Aggregated data retained indefinitely; individual data deleted after 26 months
Marketing Communications: Until you unsubscribe or request deletion
Business Relationship Data: Retained throughout our business relationship and for 7 years after termination for legal and tax purposes
You can request earlier deletion by contacting us, subject to legal retention requirements.
Required for website functionality:
Authentication and security
Session management
Form data preservation
Help us improve user experience:
Website usage patterns
Popular content identification
Performance monitoring
We use Google Analytics, a web analytics service provided by Google, Inc. For more information on how Google uses this data, visit www.google.com/policies/privacy/partners/. You can opt out at https://tools.google.com/dlpage/gaoptout.
Remember your choices:
Communication preferences
Display settings
Language preferences
You can control cookies through your browser settings, though disabling essential cookies may limit website functionality.
Our services are designed for business professionals and are not intended for children under 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected such information, we will delete it immediately. If you believe that someone under the age of 18 has submitted personal information to our online resources, please contact us at [email protected].
Leveraged Ops operates primarily within the United States. If you’re accessing our services from outside the US:
Your information may be transferred to and processed in the United States
We ensure appropriate safeguards for international transfers
We comply with applicable international privacy frameworks
We use artificial intelligence to enhance our services:
Assessment Scoring: Automated calculation of AI readiness scores
Content Personalization: Customized recommendations based on responses
Communication Assistance: AI-powered phone calls for initial result discussions
Website Experience: AI-enhanced user interface and support
Workflow Automation: AI-driven business process automation for client implementations
All AI systems operate under human supervision
Significant business decisions involve human review
You can always request human interaction instead of AI assistance
AI recommendations are advisory, not determinative
By submitting forms on our website or engaging with our services, you consent to receive communications from Leveraged Ops including email, SMS/MMS messages, phone calls, and AI-assisted voice communications. You agree to be contacted on a recurring basis for as long as you are a part of our communication programs. Message frequency varies.
As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency varies. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
You can cancel the SMS service at any time. Simply text “STOP” to the phone number from which you received the message. After you send the SMS message “STOP” to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
If you are experiencing issues with the messaging program, you can reply with the keyword HELP for more assistance, or you can get help directly at [email protected] or by calling 406-506-5878.
Carriers are not liable for delayed or undelivered messages.
To unsubscribe from any communication medium, you may:
Send an email to [email protected] with the phone number and/or email address you wish to have removed
Call and leave a message at 406-506-5878
Reply “STOP” to any text message
Follow the unsubscribe link in any email
For privacy-related inquiries, please refer to our full Privacy Policy at www.leveragedops.com.
We reserve the right to change or update this policy from time to time. Please check our website periodically for such changes, as all information collected is subject to the policy in place at that time. The English language version of this privacy policy is the controlling version regardless of any translation.
Email: [email protected]
Phone: 406-506-5878
Mail:
Leveraged Ops
Privacy Officer
Billings, MT
General Inquiries: 2 business days
Access/Deletion Requests: 30 days
Urgent Privacy Concerns: 24 hours
If you believe we’ve mishandled your personal information:
Contact us directly using the information above
We’ll investigate and respond within 30 days
If unsatisfied, you may contact relevant regulatory authorities
At Leveraged Ops, your trust is our most valuable asset. We’re committed to:
✓ Transparency: Clear communication about our data practices
✓ Control: Putting you in charge of your information
✓ Security: Protecting your data with enterprise-grade measures
✓ Respect: Honoring your communication preferences
✓ Integrity: Never selling or misusing your information
We believe that ethical data practices are not just legally required—they’re fundamental to building the trustworthy technology relationships that American businesses deserve.
Questions about this Privacy Policy? We’re here to help.
Contact us at [email protected] or call 406-506-5878 for assistance.
© 2026 Leveraged Ops. All rights reserved.