LAST UPDATED: MAY 2026
Your Privacy,
Protected
At Elevate and Automate, we believe in growing businesses through transparency and trust. This policy explains how we act as your partner in protecting your data while we help you innovate and scale.
Read Our Policy
1. Information Collection
What We Learn About You
To provide your "Business OS" and high-touch support, we collect the following:
Identity & Contact Data: Your name, business name, email, and phone number.
Technical Data: Your IP address and how you interact with our website (using cookies).
Account Data: Information you share during your "Success Audit" or onboarding, such as your specific business goals and current tech stack.
Financial Data: Handled securely through Stripe for your setup fees and monthly plans.
What we collect
- Account details (name, email)
- Basic usage metadata
- Technical device information
What we don't
- Raw financial data
- Private message contents
- Browsing history outside our app
2. Usage of Information
How We Help You Grow
We use your data only when we have a "Lawful Basis" to do so. This includes:
Contractual Necessity: To set up your GoHighLevel sub-account, configure your "Snapshots," and provide ongoing support.
Legitimate Interests: To improve our platform's efficiency and ensure your automation workflows are performing at their peak.
Consent: When you explicitly opt-in to our community or marketing tips. You can withdraw this at any time.
Furthermore, any analytics or performance data is aggregated and anonymized before being analyzed by our product teams. Your individual identity remains decoupled from raw metrics.
3. Data Sharing
We Your Partners in Automation
We never "sell" your data. We only share it with trusted "Data Processors" who make our platform possible:
Platform Provider: We use GoHighLevel to host your CRM and automations.
Billing: Stripe handles all secure payment processing.
Strict SMS Disclaimer: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
4. User Rights
You Stay in the Driver’s Seat
Under UK law, you have specific rights over your personal data:
Right to Access & Rectify: You can ask for a copy of your data or correct any mistakes.
Right to Erasure: Also known as the "Right to be Forgotten".
Right to Object: You can stop us from using your data for certain purposes, such as marketing.
Right to Human Intervention: Because we use automation, you have the right to request a human review of any significant automated decisions.
5.Cookie & Tracking Transparency
Following recent law changes, we use low-risk statistical cookies to improve our service without requiring your prior consent. However, we provide a simple, free-of-charge opt-out mechanism so you remain in control of your digital footprint.
6.Automated Decision-Making (ADM) Safeguards
Our platform uses AI to help you score leads and prioritize follow-ups. We ensure that appropriate safeguards are in place, and you always have the right to challenge any automated outcome or obtain human intervention from our team.
7.Mandatory Complaints Procedure (Effective June 19, 2026)
If you feel we haven't lived up to our value of Integrity, you have a specific right to complain to us. We will acknowledge your complaint within 30 days and provide a full response without undue delay.