Privacy notice

Last updated September 26, 2026. Draft for the prototype; to be reviewed before real clients are served.

The short version

• We collect what you type on the booking form and what you tell our AI interviewer on the call.
• The call is recorded and transcribed, only with your agreement, to prepare your report.
• AI helps write your report, and a person on our team reviews it before you get it.
• We don’t sell your information, and we never ask for passwords or payment details on the call.

What we collect

• Booking form: your name, business name and type, number of employees, email, mobile number, time zone, whether you use Microsoft 365, your chosen call time and any promo code.
• Payment: the amount paid and a payment reference. Your card details go straight to Stripe; we never see or store them.
• Your agreement to be called: the exact wording you agreed to and when.
• The call: the audio recording, a written transcript, the call’s length and time.
• Your report: the report itself, our working notes behind it, and a record of when the report link is opened and whether you click to book a follow-up.
• Where you came from: campaign tags in the link you clicked and the referring website, if any.

How we use it

• To call you at the time you chose and run the interview.
• To prepare, review and send your personalized report.
• To contact you about your booking, your report, or a follow-up you asked for.
• To improve our interviews and reports. We don’t use your call to train AI models.

AI and human review

The interviewer is an AI voice assistant and says so at the start of the call. After the call, AI analyzes the transcript and drafts your report. A person on our team reviews every report and approves it before it reaches you. You can ask us to talk to a person instead at any time.

Call recording

We record calls only with your agreement: once on the booking form, and again at the start of the call. If you say no on the call, the assistant ends the call politely and a person will follow up with you another way.

Who helps us

We use these service providers to run the assessment. They process your information only on our behalf:

• Cloudflare (website, database and file storage)
• Stripe (payments)
• Retell AI (the phone call and transcript)
• Anthropic (the AI that analyzes the transcript and drafts the report)
• Railway (runs the analysis)
• Resend (email, once enabled)

How long we keep it

[RETENTION PERIOD: e.g. recordings deleted after 90 days; reports kept for 2 years unless you ask us to delete them sooner.]

Your choices

• Reschedule your call using the private link on your confirmation page or in our emails.
• Ask us for a copy of your information, to correct it, or to delete it.
• Tell us not to contact you again.

Email support@sierrix.com and we’ll respond within [RESPONSE TIME].

Please don’t share

Passwords, payment card or bank details, Social Security numbers, health information, or your customers’ personal details. We don’t need them, and the assistant will stop you if you start. If something slips through, tell us and we’ll remove it.