Strategic Automation Group
Legal

Privacy Policy

Strategic Automation Group, LLC
Effective Date: January 1, 2026  ·  Website: www.strategicautomation1st.com

Strategic Automation Group, LLC ("Strategic Automation Group," "we," "our," or "us") respects your privacy. This Privacy Policy explains how we collect, use, store, share, and protect information when you visit our website, submit a form, book a call, download a resource, communicate with us, or use our services.

We provide automation, CRM, follow-up, AI communication, marketing workflow, reporting, and business process services for businesses. Because our services may involve customer relationship management, email, SMS, voice, AI-assisted communication, lead follow-up, and integrations with third-party platforms, we take privacy and data handling seriously.

1. Information We Collect

A. Information You Provide Directly

  • Name
  • Business name
  • Email address
  • Phone number
  • Website URL
  • Business address
  • Job title or role
  • Information submitted through contact forms, audit forms, surveys, booking pages, or intake forms
  • Details about your business, CRM, pipeline, lead sources, sales process, or operational needs
  • Payment or billing information, when applicable
  • Messages, call notes, consultation details, and support requests

B. Information Collected Automatically

  • IP address
  • Browser type
  • Device type
  • Pages visited
  • Referring website
  • Time spent on pages
  • Form interactions
  • Cookies, pixels, and analytics data
  • Advertising or tracking identifiers

C. Information From Third-Party Platforms

If you connect, authorize, or use services involving third-party platforms, we may receive limited information from systems such as:

  • CRM platforms
  • GoHighLevel
  • n8n
  • Google Workspace
  • RingCentral
  • Email marketing tools
  • Scheduling tools
  • Payment processors
  • Ad platforms
  • Website forms
  • AI communication tools
  • Other business software you authorize us to access

We only access third-party systems as needed to provide the services you request.

2. How We Use Information

We may use information to:

  • Respond to inquiries
  • Schedule consultations
  • Deliver audits, assessments, reports, or strategy recommendations
  • Provide automation, CRM, marketing, AI communication, and operational services
  • Build, test, monitor, and improve workflows
  • Send service-related emails, reminders, updates, or notices
  • Send marketing communications where permitted
  • Operate SMS, email, voicemail, phone, or AI-assisted follow-up systems
  • Improve website performance and user experience
  • Analyze campaign performance and business metrics
  • Process payments and manage accounts
  • Prevent fraud, abuse, or security incidents
  • Comply with legal, regulatory, contractual, or compliance obligations

3. SMS, Email, Voice, and AI-Assisted Communications

By submitting your phone number, email address, or contact information through our website, forms, booking pages, or other channels, you may receive communications from Strategic Automation Group related to your inquiry, requested services, appointments, downloads, consultations, or business relationship.

These communications may include:

  • Email follow-up
  • SMS/text messages
  • Phone calls
  • Voicemail messages
  • Appointment reminders
  • Service updates
  • Marketing messages, where allowed
  • AI-assisted or automated communications

You may opt out of marketing SMS messages by replying STOP, requesting removal, or using any reasonable opt-out method. Message and data rates may apply. Consent to receive marketing messages is not required to purchase services.

4. Cookies and Tracking Technologies

We may use cookies, pixels, tags, and similar technologies to:

  • Understand how visitors use our website
  • Improve website performance
  • Remember preferences
  • Measure advertising effectiveness
  • Retarget website visitors with relevant content
  • Track form submissions and campaign performance

You may disable cookies through your browser settings. Some website features may not function properly if cookies are disabled.

5. How We Share Information

We do not sell your personal information in the traditional sense.

We may share information with trusted service providers and technology partners who help us operate our business and deliver services, such as:

  • CRM providers
  • Automation platforms
  • Cloud hosting providers
  • Email and SMS providers
  • Payment processors
  • Analytics tools
  • Advertising platforms
  • Scheduling platforms
  • AI software providers
  • Contractors or team members assisting with service delivery
  • Legal, accounting, or compliance professionals

We may also share information when required to comply with law, respond to lawful requests, protect our rights, property, or safety, prevent fraud or misuse, enforce agreements, or complete a business transfer, merger, acquisition, or sale of assets.

6. Client Data and Customer Data

If you hire Strategic Automation Group, we may process data that belongs to your business, including lead records, customer records, CRM data, call notes, form submissions, sales pipeline information, appointment data, and follow-up history.

For client-provided data:

  • You remain responsible for ensuring you have the right to provide us access to that data.
  • You are responsible for obtaining any required customer consent for marketing, SMS, email, AI voice, or automated communications.
  • We use client data only to provide the services you requested.
  • We do not use your customer lists for unrelated marketing by Strategic Automation Group.
  • We may access data as needed to build, troubleshoot, monitor, improve, or support your automation systems.

7. Data Security

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

These safeguards may include:

  • Password-protected systems
  • Limited access permissions
  • Secure third-party platforms
  • Encrypted connections where available
  • Access controls
  • Workflow monitoring
  • Data minimization where practical
  • Periodic review of systems and integrations

No system can be guaranteed 100% secure.

8. Data Retention

We retain information for as long as reasonably necessary to:

  • Provide services
  • Maintain business records
  • Comply with legal obligations
  • Resolve disputes
  • Enforce agreements
  • Improve systems and operations
  • Support ongoing client relationships

When information is no longer needed, we may delete, anonymize, or securely retain it as required by law or business necessity.

9. Your Privacy Choices

Depending on your location and applicable law, you may have rights to:

  • Request access to personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of certain information
  • Opt out of marketing emails
  • Opt out of SMS/text messages
  • Request that we limit certain uses of your information
  • Ask questions about how your information is used

You can contact us using the information below.

10. California Privacy Notice

If you are a California resident, you may have rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act. California's privacy law gives consumers more control over personal information collected by businesses, including rights to know, delete, correct, and opt out of certain uses of personal information.

Strategic Automation Group does not knowingly sell personal information in the traditional sense. If we use advertising or analytics tools that may be considered "sharing" under California law, eligible users may contact us to request more information or opt out where applicable.

To submit a California privacy request, contact us at:

Email: [email protected]

Mailing Address: 5164 E. 84th Ave Suite 400, Merrillville, IN 46410

11. Children's Privacy

Our website and services are intended for business users and adults. We do not knowingly collect personal information from children under 13. If we learn that we have collected information from a child under 13, we will take reasonable steps to delete it.

12. Third-Party Links

Our website or communications may contain links to third-party websites, tools, platforms, or services. We are not responsible for the privacy practices, security, or content of third-party websites. Please review their privacy policies before providing information.

13. AI and Automation Tools

Strategic Automation Group may use AI-assisted tools, automation platforms, workflow software, and communication systems to help provide services.

These tools may assist with:

  • Lead follow-up
  • Appointment reminders
  • Workflow routing
  • CRM updates
  • Email or SMS drafting
  • Call summaries
  • Customer service support
  • Reporting and business analysis
  • Marketing operations

We do not intentionally use AI tools to make final legal, financial, medical, or credit decisions about individuals. Human review may be used where appropriate. If a client uses AI-assisted SMS, email, voice, or follow-up systems, that client is responsible for ensuring the communication complies with applicable laws, industry rules, consent requirements, and professional obligations.

14. Financial Services, Legal, Real Estate, and Regulated Industries

Strategic Automation Group may serve clients in regulated industries, including financial services, real estate, legal services, and professional services.

Our services are operational, marketing, automation, and technology-related. We do not provide legal, financial, investment, tax, insurance, or compliance advice unless expressly stated in a separate written agreement.

Clients in regulated industries are responsible for ensuring that their use of our systems complies with:

  • Industry regulations
  • Advertising rules
  • Recordkeeping requirements
  • Consent requirements
  • Client confidentiality obligations
  • Professional ethics rules
  • Broker-dealer, advisor, legal, real estate, or other applicable compliance standards

15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a new effective date. Your continued use of our website or services after changes are posted means you accept the updated Privacy Policy.

16. Contact Us

For questions about this Privacy Policy or your information, contact:

Strategic Automation Group, LLC

Website: www.strategicautomation1st.com

Email: [email protected]

Phone: (877) 418-4406

Mailing Address: 5164 E. 84th Ave Suite 400, Merrillville, IN 46410