I run a small local business, so I wrote this the way I'd want to read it: plainly. It covers what information I collect, why, what touches it, how long I keep it, and the text messages I send.
Your discovery recording is transcribed and analyzed with AI software to draft your report; a human reviews every page before it ships. Specifically: my call-recording and transcription software, the AI system that drafts the report, my scheduling software (a CRM, which holds booking details and sends appointment texts), and Stripe (payments). Each processes your information only to deliver the service you booked.
Everything sits in access-controlled storage on a fixed deletion schedule: the source recording is deleted 30 days after your report is delivered, the working transcript after 90 days, and your final report after 12 months (so I can stand behind the report and the guarantee), unless you ask me to keep the report longer or delete anything sooner. Booking and payment records are kept as long as tax and accounting rules require, and the minimum needed to honor an opt-out is kept so I never contact you again by mistake.
Delete on request: email lucas@localaishop.com from the address I have on file and I'll delete your recording and transcript, and confirm in writing: usually the same business day.
I send appointment texts only if you checked this box when booking:
Texting starts once my carrier registration is approved. Until then, your confirmation comes by email.
My full service terms, guarantee, and refund policy: terms & conditions.
California is a two-party-consent state, and I treat every call that way regardless of where you are: no discovery call is recorded without your explicit spoken "yes" at the top of the call. If you decline, I take written notes instead and your Study proceeds normally.
This site sets no cookies and runs no analytics or advertising trackers. No other parties collect personally identifiable information about your online activities over time and across different websites when you use this site. Because no such data is collected, this site does not respond to browser Do Not Track signals; there is nothing here that tracks you in the first place. I don't buy ads with your information: I knock on doors.
If this policy changes, the date at the top changes with it. The current version always lives at this address. Anything unclear: ask a human: __PHONE__, lucas@localaishop.com, or by mail at 301 Georgia Street, Vallejo, CA 94590.