Privacy Policy

1. Scope of This Policy

This Policy applies to information collected through websites, landing pages, assessments, forms, chat tools, AI voice tools, telephone calls, text messages, email, appointment scheduling, customer relationship management systems, and services operated by or on behalf of 5 Oak Strategies.

This Policy does not apply to websites or services operated independently by third parties, even when we link to them or use them to provide part of our service.

2. Information We Collect

Depending on how you interact with us, we may collect the following categories of information:

• Contact information: name, email address, telephone number, mailing address, and company name.
• Business information: industry, website address, business size, employee or vehicle count, locations, revenue range, lead volume, average job value, goals, and operational challenges.
• Assessment information: answers provided through our Revenue Recovery Assessment, growth calculators, questionnaires, and consultation forms.
• Communications: messages, emails, text messages, call details, chat transcripts, appointment notes, support requests, and feedback.
• Transaction information: products or services requested or purchased, billing status, and limited payment-related details. Full payment card information is generally processed by our payment providers rather than stored directly by us.
• Device and usage information: IP address, browser type, device type, operating system, referring pages, pages viewed, links clicked, approximate location derived from IP address, and dates or times of activity.
• Marketing information: lead source, campaign information, communication preferences, consent records, and responses to advertising or follow-up communications.

Please do not submit sensitive personal information, such as Social Security numbers, government identification numbers, medical information, or financial account credentials, through our general website forms or AI tools.

3. How We Collect Information

We may collect information:

• Directly from you when you complete a form, assessment, purchase, or appointment request.
• When you communicate with us by phone, email, text message, website chat, AI voice agent, social media, or another channel.
• Automatically through cookies, pixels, log files, analytics tools, and similar technologies.
• From service providers that help us operate our website, CRM, communications, scheduling, payments, analytics, advertising, or customer support.
• From referral partners, public business sources, or marketing platforms when legally permitted.

4. How We Use Information

We may use information to:

• Provide assessments, recommendations, consultations, products, and services.
• Respond to inquiries, qualify leads, schedule appointments, and provide customer support.
• Operate our 24/7 Customer Acquisition System and related AI, CRM, website, communication, and automation services.
• Personalize assessment results and communications based on information you provide.
• Send requested information, service messages, reminders, follow-up communications, and marketing communications where permitted.
• Process transactions, maintain records, administer accounts, and fulfill contractual obligations.
• Measure website performance, understand how visitors use our services, improve user experience, and develop new offerings.
• Prevent fraud, protect our systems, enforce agreements, comply with law, and establish or defend legal claims.
• Create aggregated or de-identified information that does not reasonably identify an individual.

5. AI-Assisted Communications and Automated Systems

We may use artificial intelligence and automated systems to answer questions, collect information, conduct assessments, qualify inquiries, route leads, schedule appointments, summarize communications, provide recommendations, and support our team.

Communications with an AI chat or voice agent may be recorded, transcribed, analyzed, or stored to provide the requested interaction, improve service quality, maintain records, and support follow-up. AI-generated responses may contain errors and should not be treated as legal, financial, medical, or other professional advice.

Human assistance is available. You may ask to communicate with a person rather than an automated agent.

6. Email, Telephone, and SMS Communications

When you provide contact information and the required consent, we may contact you about your inquiry, assessment, appointment, account, services, or offers by email, telephone, or text message. Message frequency may vary. Message and data rates may apply.

Consent to receive marketing calls or text messages is not a condition of purchasing any product or service. You may opt out of marketing emails by using the unsubscribe link in the message. You may opt out of text messages by replying STOP. You may reply HELP for help. We may still send non-marketing messages that are necessary to respond to your request, complete a transaction, or service your account.

Mobile information will not be shared with third parties or affiliates for their own marketing or promotional purposes. Information may be shared with service providers that support message delivery and related business operations, subject to appropriate restrictions.

7. Cookies, Analytics, and Advertising Technologies

We and our service providers may use cookies, pixels, tags, local storage, and similar technologies to remember preferences, operate forms and chat tools, understand website traffic, measure campaign performance, improve our services, prevent fraud, and deliver or measure advertising.

You can adjust cookie settings through your browser and, where available, through our cookie preference tools. Blocking some technologies may affect website functionality. Browser-based “Do Not Track” signals are not interpreted consistently across the industry. Where legally required, we will recognize applicable opt-out preference signals, such as Global Privacy Control, for the browser or device sending the signal.

8. How We Share Information

We may disclose information to:

• Service providers: companies that provide website hosting, CRM services, AI tools, phone and messaging services, email delivery, scheduling, analytics, advertising, payment processing, data storage, cybersecurity, and customer support.
• Professional advisers: attorneys, accountants, insurers, auditors, and consultants as reasonably necessary.
• Business partners: when needed to deliver a service you request or when you direct us to share information.
• Legal and safety recipients: government agencies, courts, law enforcement, or other parties when required by law or reasonably necessary to protect rights, safety, property, or prevent fraud.
• Business transaction recipients: parties involved in a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction.

We may also share aggregated or de-identified information that cannot reasonably be used to identify you.

9. Sale or Sharing of Personal Information

We do not sell personal information for money. Some privacy laws define “sale,” “sharing,” or “targeted advertising” broadly enough to include certain advertising or analytics activities involving cookies and similar technologies.

Where required by applicable law, you may request to opt out of the sale or sharing of personal information or the use of personal information for targeted advertising by contacting us using the information below or by using any privacy preference link made available on our website.

10. Data Retention

We retain personal information for as long as reasonably necessary to provide services, maintain business and transaction records, manage customer relationships, comply with legal obligations, resolve disputes, prevent fraud, and enforce agreements. Retention periods vary based on the type of information, the purpose for which it was collected, contractual requirements, and applicable law.

When information is no longer reasonably needed, we may delete it, anonymize it, or retain it in a securely restricted form where deletion is not immediately feasible.

11. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure. No website, transmission method, or storage system can be guaranteed to be completely secure. You should use care when submitting information online and avoid sending sensitive information through unsecured channels.

12. Your Privacy Choices and Rights

Depending on where you live and subject to applicable exceptions, you may have the right to:

• Request access to personal information we maintain about you.
• Request correction of inaccurate personal information.
• Request deletion of personal information.
• Request a portable copy of certain personal information.
• Opt out of certain sales, sharing, targeted advertising, profiling, or marketing communications.
• Withdraw consent where processing is based on consent.
• Appeal a decision concerning a privacy request where applicable.
• Exercise privacy rights without unlawful discrimination.

To submit a request, contact us using the information in the “Contact Us” section. We may need to verify your identity before completing a request. An authorized agent may submit a request where permitted by law, but we may require proof of authority and identity verification.

We will respond within the time required by applicable law. Certain information may be exempt from a request, such as information we must retain for legal, security, fraud prevention, transaction, or recordkeeping purposes.

13. Children's Privacy

Our website and services are intended for businesses and adults. They are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, contact us so we can review and take appropriate action.

14. Third-Party Websites and Services

Our website may link to or integrate with third-party websites, platforms, payment processors, scheduling tools, social networks, or other services. Their privacy practices are governed by their own policies. We encourage you to review those policies before providing information.

15. Changes to This Privacy Policy

We may update this Policy to reflect changes in our practices, technology, services, or legal requirements. The “Last updated” date identifies the most recent revision. Material changes may also be communicated through the website or another appropriate method.

16. Contact Us

Contact us with questions, privacy requests, or concerns about this Policy.