Privacy Policy

1.Scope & our two roles

We handle personal information in two distinct roles, and it's important to know which applies:

• As a business/controller — for personal information we collect directly, such as your account details and how you use our website and app. This policy governs that information.
• As a service provider/processor — for personal information you upload about your own prospects and clients ("Customer Data"). There, you are the business/controller and we act on your instructions under our Data Processing Addendum. We don't decide how that data is used, and requests from the people in it should generally go to you.

2.Information we collect

Information you give us

• Account & profile — name, business name, email, phone, and role when you sign up, invite team members, or buy a service (we create your private portal account from the details you give at checkout).
• Billing — plan, transaction history, and limited payment details. Card data is handled by our payment processor (Stripe); we don't store full card numbers.
• Support & communications — messages, attachments, and information you send when you contact us.
• Connected accounts — authorization tokens for services you connect (e.g., Google Workspace), stored encrypted and used only to provide the service.
• Lead notifications — if you use Lead Inbox, the job-request notifications you connect or forward to us (for example from Facebook groups, Craigslist, Nextdoor, lead sites or your website form). We read only those notifications, to sort real jobs from noise and alert you. We never scrape or post on those sites. Message excerpts are deleted on a schedule.
• Business profile — your trades, ROC license classes and service area, used to match public bids and job requests to you.

Information we collect automatically

• Usage & device data — pages viewed, features used, IP address, browser and device type, and log data, to operate and secure the service.
• Cookies — see the cookies section below.

Customer Data

When you use the platform, you upload or generate data about your prospects and clients (names, contact details, communications, notes). We process this as your service provider (see Section 1) — not for our own purposes.

3.How we use it

We use personal information we collect as a business/controller to:

• Provide, maintain, secure, and improve the service;
• Set up and manage your account and seats, including the private portal account where you follow a purchase (your call or interviews, your report and next steps);
• Process payments and send billing and transactional messages;
• Provide support and respond to your requests;
• Send product, security, and (where permitted) marketing communications — you can opt out of marketing anytime;
• Detect, prevent, and address fraud, abuse, and security issues; and
• Comply with legal obligations and enforce our terms.

4.How we share it

We share personal information only as needed:

• Subprocessors — vendors that host and help run the service (e.g., cloud infrastructure, email/SMS delivery, AI, payments). We publish them in our subprocessor list, and they're bound to protect the data.
• Your own connected services — when you connect an integration, data flows to and from that provider under your direction.
• Advertising measurement — Meta Platforms, for our own Facebook and Instagram ads only, as described in Advertising and the Meta Pixel.
• Legal & safety — when required by law or to protect rights, safety, and the integrity of the service.
• Business transfers — in a merger, acquisition, or sale of assets, subject to this policy.

5.Cookies & analytics

We use strictly necessary cookies to keep you signed in and secure the app, and limited analytics to understand and improve usage. You can control cookies through your browser settings; disabling some may affect functionality. We honor recognized opt-out preference signals where required. Advertising cookies are used only on the pages listed in the next section.

5.1Advertising and the Meta Pixel

We advertise the Owner Growth Call on Facebook and Instagram. To measure those ads — how many people visit, start checkout and buy — we use the Meta Pixel and the Meta Conversions API, both provided by Meta Platforms, Inc.

• Where — only on our ad landing page (danesuite.com/call), the Owner Growth Call page (danesuite.com/growth-call) and the checkout thank-you page (danesuite.com/growth-call-thanks). Not in the app, the client portal, interview pages or any other page.
• What the Meta Pixel collects — the page you visit, that you viewed the price, that you clicked a checkout button (with the price of the option you chose), and on the thank-you page that a purchase happened (with its amount). The pixel uses Meta cookies and sends browser and device information (such as your IP address, browser type and the page address) to Meta.
• What the Conversions API sends — when you buy the Owner Growth Call, our server tells Meta a purchase happened, with its amount, the checkout reference and your email address and phone number in hashed (scrambled, one-way) form, so Meta can match the purchase to an ad you saw.
• What we never send — interview recordings, transcripts, your answers, report contents, your business figures, Customer Data, or anything from the app or portal.
• How Meta uses it — to measure and improve our ads and, under Meta's own terms and privacy policy, its advertising services. This can count as "sharing" personal information for cross-context behavioral advertising (or "targeted advertising") under some state privacy laws, such as California's.

How to opt out

• Global Privacy Control — if your browser sends a GPC signal, the Meta Pixel does not load at all. We treat GPC as a request to opt out of sale and sharing.
• "Do not sell or share my personal information" — the link in the footer of those pages, or the button below, turns the Meta Pixel off in this browser. It is remembered in this browser only (clearing your cookies and site data resets it), so use it on each browser you use. A browser opt-out can't reach the server-side purchase event, which is sent when you pay; to opt out of that too, email [email protected].
• Meta's own settings — in your Facebook or Instagram account under Ad preferences (Accounts Center), you can limit how Meta uses activity from other websites to show you ads.

Do not sell or share my personal information

5A.Phone interviews (AI interviewer)

Some of our services (for example, an owner interview or a team assessment) include a phone interview. This section explains how we handle those calls.

• The interviewer is an AI, and the call is recorded and transcribed. The interviewer says both at the start of the call, before any questions, and you can stop at any time. By continuing the call you agree to the recording.
• What we collect — the voice recording of the call, a written transcript of it, the answers you give (including business figures such as job sizes, lead counts and close rates), and call details such as the phone number you called from, the date and the length of the call.
• Why — only to write your report and the recommendations in it, to prepare any work you then ask us to do, and to check and improve the quality of our interviews. A person on our team reviews every report before it is delivered. We never sell recordings, transcripts or answers, and we don't use them for advertising.
• Who processes the call for us — VAPI runs the phone call and stores the recording; speech-to-text transcription is done by Deepgram through VAPI; the interviewer's language model and the call summary are provided by OpenAI through VAPI; and AI model providers (currently Anthropic) help our team draft the written report from the transcript. These providers act on our instructions and are listed in our subprocessor list.
• How long we keep it — recordings, transcripts and answers are kept for 12 months after the call and then deleted, unless you ask us to delete them sooner (see below) or the law requires us to keep something longer. The finished report is kept with your account records.
• Who can access it — only Dane Suite staff who work on your report, and the providers above as needed to run the call. Access to staff transcripts is logged.
• Staff interviews in a team assessment — see 5B below.
• Deletion requests — to have a recording, transcript or your answers deleted, email [email protected] from the email you bought with (or tell us the phone number you called from). We confirm once it's done. Deleting the recording before your report is written means we can't write the report from it.

5B.Staff interviews in a Team Assessment

When a business buys a Team Assessment, we interview the owner and members of their team (office staff, estimators, field leads and others) about how work moves through the business. Staff can take part by talking with our AI interviewer in their web browser, by phone on our team-interview line, or by filling in a written survey. This section applies to everyone who takes part.

• How we know whose answers are whose — each person gets their own private link and their own 6-digit interview code. Answers are tied to a person only through that link or a code checked by our system. We do not identify anyone from caller ID or by asking which company they work for, and a call we cannot tie to a person through their code is set aside for our team to review rather than guessed. Please don't share your link or code.
• The business chooses one of two privacy settings, and you are told which before you answer — it is stated in your invitation, on your interview page, and spoken by the interviewer at the start of every voice or phone interview, before any question.
  • Confidential (the default). The owner receives findings summarized by department and short quotes with no names attached. The owner does not see your name next to anything you said and never receives a recording or a transcript. On the owner's progress page, completion is counted by department, not by name. If fewer than 3 people in a department complete an interview, that department is combined with others into an “Other” group in anything the owner sees, so answers cannot be traced back to a small group; if even that group is under 3, its answers are not used in anything the owner sees.
  • Named (attributed). The owner may see each participant's name, position, interview transcript and survey answers. The owner does not receive audio recordings.
• Department-head interviews (named setting only) — in the named setting, the person who leads a department may be given a team-level interview about how their department works instead of an individual interview, and is told so in their invitation, on their interview page and at the start of the interview. It asks about the team's work as a whole, never about any one team member's performance. Because a department head's answers about their own team identify them, this interview is never offered in the confidential setting; if a business switches to confidential before anyone takes part, these interviews become ordinary individual interviews.
• Who is on the interview list — the business owner adds and updates the people on their interview list (name, position, department and the contact details used for the invitation) on their private page, and our team can do this for them. In the confidential setting this page does not show the owner whether you have started or finished.
• Your answers keep the setting you were told — the setting can only be changed before anyone takes part, and the setting you were told is recorded with your answers. A later change never relabels answers already given. A call our team attaches to a person by hand (because the code step didn't work) is always treated as confidential.
• Who at Dane Suite can see everything — the Dane Suite staff who write the report can see and hear all interviews, transcripts, recordings and survey answers, with names, in either setting; that is how the report gets written and checked. Every time one of our staff opens transcripts or attaches a call, it is recorded in an access log.
• What we collect — your name, position, department and the contact details the business gave us for the invitation; your consent and the setting you agreed to; your recording, transcript and answers; and call details such as the date, length and (for phone calls) the number you called from, which we use only to limit repeated code attempts and to send you your link if the code step fails.
• Questions about AI tools and customer information — each interview and survey ends with a few work-practice questions: which AI tools you use for work, whether on company or personal accounts and devices (at work or at home), and what kinds of customer information go into them. We ask only about the kinds of information, never the details themselves, and never about coworkers. These answers follow the same privacy setting as the rest of your interview; in the confidential setting they are pooled across the whole company — not by department — and are not used in anything the owner sees unless at least 3 people answered, so they cannot be traced back to you.
• Taking part is voluntary — you can decline on your interview page or stop an interview at any time. The owner sees by name whether you took part only in the named setting; in the confidential setting they see department counts.
• How long we keep it — staff recordings, transcripts and answers are kept for 12 months after the interview and then deleted, unless you ask us to delete them sooner (see 5A) or the law requires us to keep something longer.

6.Your privacy rights

Depending on where you live, you may have rights to:

• Know / access the personal information we hold about you;
• Correct inaccurate information;
• Delete your information, subject to legal retention;
• Opt out of sale or sharing — we don't sell personal information; for the advertising "sharing" described in Advertising and the Meta Pixel, use GPC or the "Do not sell or share" link; and
• Non-discrimination for exercising your rights.

California residents have these rights under the CCPA/CPRA. To exercise them for information we hold as a business/controller, email [email protected]; we'll verify your request and respond within the timeframes the law requires. If your request concerns Customer Data held by a business using Dane Suite (for example, a contractor's customer records), please contact that business, and we'll assist them as their service provider.

7.Retention

We keep personal information for as long as needed to provide the service and for legitimate business and legal purposes. Because we and our customers operate in a regulated industry, certain records (such as communications and transaction logs) may be retained for a legally required period even after account closure. When no longer needed, we delete or de-identify information.

8.Security

We use technical and organizational safeguards including encryption in transit (TLS), encryption of sensitive credentials at rest, tenant isolation, and access controls. No method is perfectly secure, but we work to protect your information.

9.Children

The service is for businesses and is not directed to children under 16. We don't knowingly collect personal information from children.

10.International

We operate in the United States, and information is processed here. If you access the service from outside the U.S., you understand your information will be processed in the U.S., which may have different data-protection rules than your location.

11.Changes

We may update this policy. If changes are material, we'll provide notice (for example, by email or in the app) and update the "Last updated" date above.

12.Contact

Questions or requests? Email [email protected]. Danesure Inc., Arizona, USA.