TEAM AUTOMATED, LLC PRIVACY POLICY

Effective Date: June 25, 2026

Team Automated, LLC values your privacy. This Privacy Policy explains how we collect, use, disclose, store, protect, and process information when you visit our website, submit a form, schedule a consultation, request an assessment, purchase services, communicate with us, use our systems, or otherwise interact with Team Automated, LLC.

For purposes of this Privacy Policy, “Team Automated,” “Company,” “we,” “us,” and “our” refer to Team Automated, LLC. “You,” “your,” “client,” “customer,” “visitor,” or “user” refers to any person or business that accesses our website, submits information, engages our services, communicates with us, or authorizes us to access business systems or data.

By using our website, submitting information, scheduling a consultation, purchasing services, or authorizing Team Automated, LLC to provide services, you agree to this Privacy Policy.

1. Company Information

Team Automated, LLC
3545 Saint Johns Bluff Rd S
STE 1318
Jacksonville, FL 32224

This is a mailing address only. It is not a physical office open to the public.

Website: teamautomated.com
Email: [email protected]

2. Our Services

Team Automated, LLC provides AI automation, business automation, CRM implementation, workflow automation, lead follow-up systems, client communication systems, appointment scheduling systems, email automation, SMS automation, missed-call text-back systems, review automation, reporting systems, analytics dashboards, social media and content automation, website and funnel builds, consulting, implementation, optimization, and related digital business services.

We primarily serve service-based businesses across a range of industries. Our clients may include local businesses, contractors, home service providers, real estate professionals, wellness providers, professional service providers, hospitality businesses, consultants, coaches, agencies, and other business owners.

3. Important Role Distinction

Team Automated, LLC may process information in two different roles.

A. Information We Collect for Our Own Business

When you visit our website, submit a form, schedule a call, request information, purchase services, or communicate directly with us, we may collect and use information for our own business purposes.

In this role, Team Automated, LLC may act as a business, controller, or similar responsible party under applicable privacy laws, depending on the law and the circumstances.

B. Information We Process on Behalf of Clients

When we access or process a client’s CRM data, customer data, lead data, calendar data, email data, SMS data, website data, workflow data, analytics data, or other business data to provide services, we generally act as a service provider, contractor, processor, vendor, or similar role on behalf of the client.

In that situation, the client remains responsible for its own customers, leads, subscribers, patients, contacts, users, privacy notices, consent records, lawful basis for processing, opt-ins, opt-outs, data accuracy, and legal compliance.

Team Automated, LLC does not independently verify the legality, consent status, accuracy, or completeness of client-provided data unless specifically agreed in writing.

4. Information We Collect

We may collect information directly from you, automatically through our website and systems, from third-party platforms, and from client-authorized integrations.

A. Information You Provide Directly

You may provide information when you:

Visit our website

Complete a form

Request an AI assessment

Schedule a consultation

Contact us by email, phone, form, SMS, or messaging platform

Purchase services

Subscribe to ongoing services

Participate in onboarding

Provide login credentials or access permissions

Provide business information

Provide customer, prospect, or lead data

Authorize us to access your systems

Communicate with us about service delivery, support, billing, or strategy

This information may include:

Name

Business name

Email address

Phone number

Mailing address

Billing information

Website URL

Industry

Business goals

Services offered

Lead sources

Marketing information

CRM information

Calendar information

Email account information

SMS and messaging information

Customer and prospect information

Sales pipeline information

Appointment data

Review data

Call tracking data

Payment and invoice-related data

Analytics data

Software account information

Access credentials provided by you

Other information you choose to provide

B. Information Collected Automatically

When you use our website or digital systems, we may automatically collect information through cookies, pixels, logs, analytics tools, tracking technologies, scripts, tags, and similar technologies.

This may include:

IP address

Browser type

Device type

Operating system

Referring website

Pages visited

Links clicked

Forms viewed or submitted

Time spent on pages

Approximate location information

Website usage patterns

Email open and click data

SMS interaction data, where applicable

Advertising and campaign interaction data

Technical and diagnostic data

C. Client Business Data

To provide services, we may access, process, configure, organize, transfer, analyze, or interact with client business data.

This may include:

Leads

Prospects

Customers

Patients, clients, or end users, where applicable

Contact lists

CRM records

Pipeline records

Appointment records

Calendar data

Email conversations

SMS conversations

Call logs

Call recordings, where applicable

Forms

Landing page submissions

Chatbot conversations

Review data

Invoice data

Payment-related records

Staff or team information

Internal workflow data

Automation rules

AI prompts and outputs

Reporting and analytics data

Other data the client authorizes us to access

You represent and warrant that you have the lawful right and authority to provide this information to Team Automated, LLC and to authorize us to process it for the purpose of providing services.

5. How We Use Information

We may use information to:

Operate our website

Provide services

Respond to inquiries

Schedule consultations

Conduct assessments

Build automation plans

Configure CRM systems

Build workflows

Set up AI chatbots

Set up email and SMS automation

Build funnels, forms, landing pages, and websites

Connect third-party software

Manage calendars and appointment systems

Build reporting dashboards

Improve lead follow-up systems

Provide consulting and implementation support

Process payments

Manage subscriptions

Send invoices and receipts

Communicate service updates

Provide customer support

Troubleshoot technical issues

Monitor system performance

Improve our services

Protect against fraud, unauthorized access, abuse, or security threats

Enforce our agreements

Maintain business records

Comply with legal obligations

Defend legal claims

Market our services, where permitted by law

6. AI Systems and Automated Processing

Team Automated, LLC may use artificial intelligence, automation platforms, machine learning tools, chatbots, workflow tools, CRM tools, communication systems, analytics tools, and other technologies to provide services.

AI and automation tools may be used to:

Assist with lead follow-up

Draft responses

Qualify prospects

Route inquiries

Trigger workflows

Schedule appointments

Organize CRM data

Summarize information

Generate reports

Draft marketing or communication content

Assist with customer service workflows

Support internal business operations

Improve system efficiency

AI systems and automation tools may produce outputs that are inaccurate, incomplete, outdated, inappropriate, delayed, misunderstood, duplicated, misdirected, non-compliant, or unsuitable for a specific use.

Clients are responsible for reviewing, approving, testing, supervising, and monitoring AI-generated content and automated workflows before relying on them or sending them to third parties.

Team Automated, LLC does not provide legal, medical, financial, tax, compliance, insurance, or professional advice through AI systems or automation tools.

7. Email, SMS, and Marketing Communications

We may send email, SMS, phone, or other communications to you if you provide contact information, request information, schedule a consultation, purchase services, or otherwise consent to communications.

You may opt out of marketing emails by using the unsubscribe link in the email or by contacting [email protected].

You may opt out of SMS messages by replying STOP where applicable.

Opting out of marketing communications does not prevent us from sending transactional, billing, legal, account, service, support, security, or administrative communications.

8. Client Responsibility for Contact Consent

Some services may involve email marketing, SMS marketing, missed-call text-back, lead nurturing, reactivation campaigns, review requests, appointment reminders, sales follow-up, chatbot responses, or other communications sent to a client’s contacts.

The client is solely responsible for ensuring that all contacts, leads, customers, patients, subscribers, or recipients have provided all legally required permissions, consents, opt-ins, notices, and authorizations before any communication is sent.

This includes, but is not limited to, compliance with:

Telephone Consumer Protection Act

CAN-SPAM Act

CTIA guidelines

Federal Trade Commission rules

Federal Communications Commission rules

State privacy laws

State telemarketing laws

Do-not-call rules

Industry-specific advertising rules

Platform-specific terms

Carrier rules

Email service provider rules

SMS provider rules

Team Automated, LLC does not independently verify consent records, opt-in status, suppression lists, or the legality of client-provided contact lists unless specifically agreed in writing.

By providing contact data or authorizing communication workflows, the client represents and warrants that the client has the legal right to send such communications and that all necessary consents have been obtained.

9. Payment Information

Payments may be processed through third-party payment providers such as Stripe, GoHighLevel, PayPal, or other approved payment processors.

We do not intentionally store full credit card numbers, CVV codes, or complete payment credentials on our own servers.

Payment processors may collect and process payment information according to their own privacy policies, security practices, and terms.

We may retain limited billing and transaction information, including:

Name

Business name

Email address

Billing address

Payment status

Invoice details

Amount paid

Date of transaction

Subscription status

Cancellation records

Refund or dispute records

This information is used for billing, accounting, tax, fraud prevention, customer service, subscription management, and legal compliance.

10. Third-Party Platforms and Vendors

To provide our services, we may use, connect with, or integrate third-party platforms, including but not limited to:

GoHighLevel

Stripe

PayPal

Calendly

Google Workspace

Gmail

Google Calendar

Meta

Facebook

Instagram

LinkedIn

TikTok

YouTube

Twilio

OpenAI

Zapier

Make

CRM platforms

Email platforms

SMS platforms

Website builders

Funnel builders

Hosting providers

Analytics platforms

Review platforms

Scheduling systems

Payment processors

Domain providers

Client-provided software platforms

These third-party platforms operate under their own terms, policies, privacy practices, security practices, billing rules, and data processing procedures.

Team Automated, LLC is not responsible for third-party platform outages, errors, downtime, data loss, security incidents, policy changes, account restrictions, pricing changes, billing disputes, compliance failures, or data practices.

11. Sharing Information

We may share information with:

Service providers

Contractors

Implementation partners

CRM providers

Payment processors

Email platforms

SMS platforms

AI providers

Automation platforms

Analytics providers

Hosting providers

Legal professionals

Accounting professionals

Compliance advisors

Government agencies or law enforcement when required

Other parties with your consent

Successors in the event of a merger, sale, restructuring, or business transfer

We do not sell personal information for monetary value.

However, certain analytics, advertising, tracking, or retargeting technologies may be considered “sharing,” “targeted advertising,” or similar activity under some privacy laws.

12. Cookies and Tracking Technologies

Our website may use cookies, pixels, web beacons, tags, scripts, analytics tools, advertising tools, and similar technologies.

These technologies may help us:

Operate the website

Understand traffic

Improve user experience

Measure marketing performance

Track form submissions

Retarget website visitors

Analyze campaign performance

Maintain security

Improve website content

You may adjust your browser settings to disable cookies. Some website features may not function properly if cookies are disabled.

13. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, software platform, CRM, email system, SMS system, AI tool, payment processor, cloud service, data transmission, or internet-connected system can be guaranteed to be completely secure.

Clients are responsible for:

Maintaining secure passwords

Using two-factor authentication where available

Managing user permissions

Removing former employees or unauthorized users

Securing their own devices and networks

Maintaining their own backups

Protecting customer data in their own systems

Notifying us promptly of suspected unauthorized access

Team Automated, LLC is not responsible for security incidents caused by client negligence, weak passwords, shared credentials, compromised client accounts, client-side malware, client employee actions, unauthorized client users, or third-party platform failures.

14. Data Breach and Security Incidents

If Team Automated, LLC becomes aware of a confirmed security incident involving systems under our reasonable control, we will take commercially reasonable steps to investigate and respond.

Where legally required and where the incident involves data for which we are responsible, we will provide notice in accordance with applicable law.

When Team Automated, LLC processes client data on behalf of a client, the client remains responsible for determining whether notice to its own customers, leads, patients, users, regulators, or other parties is required unless otherwise agreed in writing.

Team Automated, LLC is not responsible for data breaches, security incidents, or unauthorized access caused by third-party platforms, client systems, client users, client negligence, or credentials provided by the client.

15. Data Retention

We retain information for as long as reasonably necessary to provide services, manage business records, comply with legal obligations, resolve disputes, enforce agreements, prevent fraud, support tax and accounting obligations, and improve our services.

Client data stored in third-party platforms may remain subject to the retention policies of those platforms.

After cancellation or termination, clients are responsible for exporting, saving, transferring, preserving, or deleting their own business data unless otherwise agreed in writing.

16. Client Data Ownership

Clients retain ownership of their own customer data, lead data, CRM data, appointment data, business records, and related information.

Team Automated, LLC may access, process, configure, organize, transmit, analyze, or use client data only as reasonably necessary to provide services, support systems, troubleshoot issues, improve workflows, comply with law, enforce agreements, or fulfill client-authorized business objectives.

Clients remain responsible for the accuracy, legality, integrity, consent status, and compliance of the data they provide or authorize us to access.

17. Confidentiality

We treat client business information, customer lists, system access, operational data, workflows, strategy materials, credentials, and related materials as confidential unless disclosure is necessary to provide services, authorized by the client, required by law, or necessary to protect legal rights.

Clients are also expected to protect confidential information, pricing, proposals, templates, strategies, documentation, workflows, prompts, methods, and proprietary materials provided by Team Automated, LLC.

18. Regulated Data and Sensitive Industries

Team Automated, LLC does not agree to handle protected health information, regulated financial information, legal client information, government-restricted data, children’s data, or other highly regulated data unless a separate written agreement has been reviewed, approved, and signed by both parties.

Team Automated, LLC is not a HIPAA Business Associate and does not agree to act as a HIPAA Business Associate unless a separate Business Associate Agreement has been reviewed, approved, and signed by both parties.

Clients in healthcare, legal, financial, insurance, senior care, disability services, addiction recovery, mental health, child care, real estate, or other regulated industries are solely responsible for ensuring that their use of our services complies with all applicable professional, privacy, marketing, advertising, confidentiality, and industry-specific rules.

19. Children’s Privacy

Our website and services are intended for businesses and adults. We do not knowingly collect personal information from children under 13. We do not knowingly provide services directly to minors.

If we learn that we have collected personal information from a child without appropriate consent, we will take reasonable steps to delete it.

20. Privacy Rights

Depending on your location, applicable law, and our role in processing the information, you may have privacy rights related to your personal information.

These rights may include the right to:

Access personal information

Correct personal information

Delete personal information

Request a copy of personal information

Opt out of certain marketing communications

Opt out of certain targeted advertising where applicable

Withdraw consent where applicable

Object to certain processing where applicable

Limit certain uses of sensitive information where applicable

To submit a request, contact [email protected].

We may need to verify your identity before fulfilling a request. We may deny or limit requests where permitted by law, including where information is needed to provide services, comply with legal obligations, protect security, prevent fraud, resolve disputes, or exercise legal rights.

21. California and Other U.S. State Privacy Rights

Residents of California and certain other U.S. states may have additional privacy rights under applicable state privacy laws.

These rights may include rights to know, access, correct, delete, obtain a copy of personal data, opt out of certain data sharing, opt out of targeted advertising, or appeal certain decisions.

We do not sell personal information for monetary value.

To submit a state privacy request, email [email protected] with the subject line “Privacy Rights Request.”

22. International Users

If you access our website or services from outside the United States, you understand that your information may be transferred to, stored in, and processed in the United States or other countries where our vendors, service providers, or platforms operate.

By using our website or services, you consent to such transfer, storage, and processing.

23. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be posted on our website with a revised effective date.

Your continued use of our website or services after changes are posted means you accept the updated Privacy Policy.

24. Contact Us

For questions about this Privacy Policy, contact:

Team Automated, LLC
3545 Saint Johns Bluff Rd S
STE 1318
Jacksonville, FL 32224

Mailing address only.

Email: [email protected]