Privacy Policy

Rooted Up ("we," "us") provides done-for-you marketing and AI operations services for solo professionals and small practices. This policy explains what information we collect through rootedup.net and our services, how we use it, and the choices you have.

Information we collect

• Information you give us. When you request a free assessment or contact us, we collect what you provide: your name, business name, phone number, email address, what you're interested in, and any notes you include.
• Call recordings and transcripts. Assessment and intake calls are conducted with the help of Annie, our AI voice assistant, and may be recorded and transcribed so we can prepare your written assessment and deliver our services.
• Usage information. We use Google Analytics to see how visitors use the site: which pages are viewed, roughly where you are, and what device you're on. Our hosting provider keeps standard server logs.
• Session recordings. We use Microsoft Clarity, which records how visitors move through a page: clicks, scrolling, mouse movement, and how you interact with our forms. We watch these back to find the spots where people get stuck.
• Advertising. We use the Meta Pixel. It tells Meta, the company behind Facebook and Instagram, which pages you looked at on our site. When you submit one of our forms, it also sends Meta a scrambled version of what you typed: your name and email address, plus your phone number if that form asks for one. Meta uses this to match you to an account if you have one. We use all of it to see whether our ads are working and to reach people like our existing customers.

How we use it

• To respond to your request, schedule and conduct your assessment call, and prepare your assessment.
• To provide, bill for, and improve our services.
• To contact you about your inquiry or engagement, at the phone number and email you provide.

By submitting your phone number through our intake form, you consent to receive a call from us at that number (including calls placed with the assistance of automated or AI technology) at the time window you select. This consent is not a condition of purchasing anything, and you can withdraw it at any time by telling us on the call or contacting us.

Sharing

We do not sell your personal information. We share it only with the service providers that help us operate, and when the law requires it. Those providers are: website hosting (Vercel), form delivery (FormSubmit), AI voice calling (Retell AI and its telephony carrier, Twilio), analytics and session recording (Google and Microsoft), and advertising (Meta). They process information on our behalf under their own security and privacy obligations.

Retention & security

We keep intake information, recordings, and transcripts for as long as needed to provide our services and maintain business records, then delete or anonymize them. We use reputable providers and reasonable safeguards, but no method of transmission or storage is 100% secure.

Your choices

You may request a copy of the personal information we hold about you, ask us to correct it, or ask us to delete it. Contact us through the form at rootedup.net/intake or by replying to any email from us, and we'll take care of it.

Children

Our services are for businesses and are not directed to anyone under 18.

Changes

If we make material changes to this policy, we'll update the effective date above and post the new version here.