Privacy notice

Last updated September 29, 2026.

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 we review 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, job title, company size, what the plan should cover (and which team), email, mobile number and country, time zone, whether you use Microsoft 365, your chosen call time and any promo code.
• Contact form: your name, email, company (if you give it) and your message. It reaches us by email; we don’t keep a separate copy on the website.
• 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, a record of when the report link is opened, and the recommendations you ask us to quote.
• Where you came from: campaign tags in the link you clicked and the referring website, if any.
• Site visits: Cloudflare Web Analytics counts page views and page speed on our public pages. It uses no cookies and doesn’t identify you or follow you across other sites.

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 Microsoft-certified professional reviews every report and approves it before it reaches you. You can reach a person by email at any time with questions about your call, your report or your data.

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.

Free tools on sierrix.ai

Our free tools site, sierrix.ai, is run by Sierrix LLC under this notice.

• Website and domain checks (such as the SEO check): the web address or domain you check and the result. We keep them for 7 days, so a repeat check is instant and you can email yourself the report.
• Checks that read a document you upload: the document is turned into text in memory to run the check (using Cloudflare’s AI service) and is never stored. Only the check’s result is kept, for 7 days.
• Templates and emailed reports (from any of the tools): your email address, what you asked for, when, and when the download link was opened.
• Tips by email: only if you tick the box, with the time you did. Every tips email has an unsubscribe link, and unsubscribing never stops a template or report you ask for.
• Abuse limits: a scrambled code made from your internet address counts how often the tools are used. We don’t store the address itself.

We keep your email address until you ask us to delete it. Unsubscribing stops the tips straight away.

Who helps us

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

• Cloudflare (website, database, file storage and visit statistics)
• Stripe (payments)
• Retell AI (the phone call and transcript)
• Microsoft (our email and calendar; and the website chat, a Microsoft Copilot Studio agent that receives what you type into it)
• Anthropic (the AI that analyzes the transcript and drafts the report)
• Railway (runs the analysis)
• Resend (emails sent from our website)

How long we keep it

• Call recordings: deleted 90 days after the call. Our phone provider deletes its copy after 30 days.
• Transcripts and your report: kept for 2 years, so we can answer questions about your report and help if you come back to us, then deleted.
• Booking and contact details: kept for 2 years after your last booking or message.
• Payment records: kept for 7 years, as tax law requires. Stripe holds your card details; we never see them.

You can ask us to delete your information sooner at any time, except records we must keep by law.

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 30 days.

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.