Industries
Every industry we work with has its own rules for customer data, outreach and advertising. For each one, we've written down exactly how we handle your data — for lead reactivation and inside your AI tools — and which rule each control answers.
01What these documents are
Each document is the same one we hand a new client's owner, office manager, counsel or compliance officer. It's specific enough to file with your vendor due diligence.
Part 1
How your old leads are checked, ranked and worked: what leaves your side, what never does, where AI sits and what it sees, consent, advertising rules, security, contracts — and a map of every rule to the section that answers it.
Part 2
How we work inside the AI tools you already pay for: whose accounts, what each tool can see, approvals before anything goes live, records, and what your industry's rules mean for AI.
The condition
Every control in these documents is in place — with evidence you can inspect — before we receive any data from your business. If one isn't, we don't start.
02In every industry
Each document adds its own industry's rules on top. AI services has its own ten commitments, in Part 2 of every document: there your AI tools work with your data directly, so the protections are about whose accounts, what each connection can reach, and who approves what.
Names, phone numbers, emails and addresses stay in a secure environment. The AI provider sees a random ID and a few short facts.
You, or the person you name, approve the wording and the batch. Our review sits on top of yours, never in place of it.
Consent, opt-outs, Do Not Call and quiet hours are checked at the moment of sending. Opt-outs are permanent.
No model training, no reuse across clients, no sale, no outside enrichment without your written instruction.
As soon as possible, and no later than 72 hours after we find out.
At the end of the engagement your data is returned or destroyed, and we confirm it in writing.
03Pick your industry
Each one opens as a page with an index down the side, and comes as a PDF you can forward.
Don't see your industry? The same controls apply to every engagement. Book the free first session and we'll walk through how your industry's rules fit before any data is shared.
04Next step
The first session is free and takes 30 minutes.