UnTethered Solutions | HVAC Growth Engine

Introduction

Untethered Solutions ("we," "our," "us") is committed to protecting the privacy of our clients, prospective clients, and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage with our services or visit our website.

Data Collection & Processing

We collect personal data from you when you use our services, including but not limited to:

Information submitted through our website, forms, and interactive tools (including quizzes powered by third-party platforms such as v0.dev).
Information provided when using our automation platforms, including the SmartFlow System for HVAC businesses.
Contact details, preferences, and business information you choose to share with us.

We process this information for the following purposes:

To deliver our services, including automation setup, lead management, and ongoing support.
To provide tailored recommendations and nurture campaigns via email, SMS, or other channels (only where consent has been explicitly given).
To manage billing, payments, and account administration.
To improve our services and develop new features.

Legal Basis for Processing

Consent: when you explicitly agree to receive marketing communications, offers, or participate in quizzes.
Contract: where processing is necessary for us to provide you with services you have purchased or requested.
Legitimate Interests: where we use your data to operate, maintain, and improve our services, provided these interests are not overridden by your rights.
Legal Obligations: where we are required to comply with applicable laws.

Information We Collect

We may collect the following types of information:

Personal Identification Information – Name, email address, phone number, billing details.
Business Information – Company name, industry, workflows, and operational data needed for automation.
Technical Access Data – Logins, API keys, software credentials (provided voluntarily for service implementation).
Website Data – IP address, browser type, cookies, usage analytics.
Payment Information – Processed securely through Stripe or bank transfer (we do not store full credit card details).

How We Use Information

We use the information collected to:

Deliver and implement automation services.
Provide consulting, proposals, and client support.
Customize and improve services based on business needs.
Communicate about updates, scheduling, and project progress.
Process payments and maintain billing records.
Comply with legal, regulatory, and contractual obligations.

Sharing of Information

We do not sell or rent your information. We may share data with:

Third-party tools/integrations strictly as needed to provide automations (e.g., n8n, Zapier, Notion, email/CRM platforms).
Payment processors (e.g., Stripe, PayPal).
Cloud service providers for secure hosting.
Legal authorities when required by law.

Third-Party Tools & Service Providers

We may share data with carefully selected service providers to deliver our services. These include:

Quizzes & Forms: v0.dev or equivalent tools used to collect lead information.
Automation & Integration: n8n, Zapier, or similar tools.
Messaging: Twilio, WhatsApp Business API, or email/SMS providers.
Client Portal & Documentation: Notion.
Payment Processing: Stripe, PayPal, or bank partners.

All providers are contractually bound to comply with GDPR and other relevant data protection laws.

Data Security

Credentials and API keys are stored securely and only accessed by authorized personnel.
We use industry-standard encryption for sensitive data.
Access to client portals and deliverables is restricted and logged.

Data Retention

Client project data is retained for the duration of the service and archived securely for up to [X months/years] unless otherwise requested.
Credentials may be deleted at the conclusion of a project upon request.

Your Rights

You may request:

Access to your personal data.
Correction or deletion of your information.
Restriction of data use for marketing.