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Privacy Policy

Published by Amass Clientele, LLC on amassclientele.com. Effective October 30, 2026.

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Amass Clientele, LLC ("Amass Clientele," "we," "us," or "our") provides an AI-assisted marketing platform and managed marketing services. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit amassclientele.com and its subdomains (the "Site"), use the BookMoreJobs Engine and client portal (the "Platform"), or interact with communications and campaigns operated through our services (collectively, the "Services").

This Policy addresses three groups

Visitors: people who browse the Site or interact with our own marketing.

Clients: businesses (and their authorized users) that subscribe to the Services.

End Users: individuals, such as our Clients' customers and leads, who interact with campaigns, phone lines, texts, chats, forms, or booking flows that we operate on a Client's behalf.

Our role for End User data

When we process End Users' information as part of operating campaigns and systems for a Client, we act as a service provider/processor on that Client's behalf. The Client is responsible for its own privacy notices and legal bases. If you are an End User seeking to exercise privacy rights over data we hold for a Client, we will route your request to that Client and assist them in responding.

1. Information We Collect

From Clients directly

Name, email, phone, business name and address, billing information (our payment processors handle it, and we do not store full card numbers), account credentials, business profile details (services, service areas, pricing, offers, brand assets, scheduling rules), integration credentials and tokens, and communications with us including support requests and survey responses.

From End Users through Client campaigns

Contact details and inquiry content submitted through forms, chats, texts, emails, and calls; call recordings and transcriptions where recording is used (with disclosure as required by law); appointment and booking details; lead status and outcome data; and communication metadata (numbers, timestamps, duration, delivery status).

From connected third-party services (at a Client's direction)

CRM records, calendar availability and event metadata, ad-account performance data, analytics data, business-profile and review data, and messaging delivery data.

Automatically

IP address, device and browser information, pages viewed, links clicked, referring URLs, session identifiers, and usage patterns, collected via cookies, pixels, SDKs, and similar technologies. See Section 5.

From other sources

Public business information, data providers and lead-enrichment services, ad platforms, and social networks, which we may combine with information we hold.

From people who request a homepage design

Name, business name, city, email, phone, website and social media links, photos you choose to send, and the ad that brought you to us. We use them to build your design and contact you about it. If you check either text-message box on the request form, we also keep a consent record, as described in Section 10. Giving us your phone number on the form does not sign you up for texts.

2. How We Use Information

We use information to: provide, operate, secure, and support the Services; generate analyses and marketing growth plans; run campaigns, communications, scheduling, and follow-up on Clients' behalf; process payments and manage accounts; personalize content; monitor performance and produce reporting; develop and improve our services, systems, and models, including in de-identified and aggregated form; communicate service notices and, with any legally required consent, marketing; enforce agreements and prevent fraud and abuse; and comply with law.

AI processing

The Services use artificial-intelligence systems, operating under human oversight, to analyze inputs, generate plans and content, converse by chat or voice where deployed, and optimize campaigns. Automated systems that interact with people are identified as automated where required by law. Recorded calls are disclosed at the start of the interaction where required. Messages you type into the chat on our website go to our AI provider so it can write a reply. We do not keep a copy of that conversation. The provider may keep messages for a limited time under its own policies.

De-identified data

We may de-identify or aggregate information so it no longer reasonably identifies a person or business. We may use that data for any lawful purpose, including benchmarks and model improvement. We keep it in de-identified form and do not try to re-identify it.

3. How We Share Information

We do not sell personal information for money. We share information only:

With service providers and technology partners that host, power, or help fulfill the Services, including cloud infrastructure, the marketing-automation and AI platforms underlying the BookMoreJobs Engine, telephony and messaging carriers, payment processors, analytics providers, and creative and fulfillment vendors, under contracts limiting their use of the information to providing services to us.

With third-party platforms at a Client's direction: for example ad networks, CRMs, calendars, and review platforms a Client connects, governed by those platforms' terms and policies.

Between a Client and its End Users: information an End User submits through a Client's campaign is shared with that Client. It is part of that Client's own customer records.

For legal reasons: to comply with law, subpoena, or legal process; to enforce our agreements; or to protect the rights, safety, or property of any person or of the Services.

In a business transfer: in connection with a merger, acquisition, financing, or sale of assets, with notice as required by law.

With Meta, through the Meta pixel on the Site, to measure our own ads (see "Advertising cookies" below).

With your consent.

Advertising cookies

We use the Meta pixel on the Site to measure our own ads. Under California law, that can count as "sharing" for cross-context behavioral advertising. You can turn it off at amassclientele.com/your-privacy-choices/, and Sections 5 and 8 explain your other options.

Mobile information, text-messaging opt-in data, and SMS consent are not sold, rented, or shared with third parties or affiliates for marketing or promotional purposes. We share them only with service providers that operate our messaging program under restrictions on their use. This restriction applies notwithstanding other information-sharing provisions in this policy. See Section 10.

4. Google User Data

If a Client connects a Google account (for example, Google Calendar or Google Business Profile), we access only the data needed for the connected functionality, such as checking availability and creating, modifying, or deleting events for scheduling workflows, transmit it over encrypted connections, do not use it for advertising, and do not sell it. Our use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. Clients may disconnect Google integrations at any time from their account settings.

5. Cookies and Tracking

We use essential cookies (required for the Site and Platform to function), analytics cookies (to understand usage and improve the Services), preference cookies, and advertising cookies and pixels, including the Meta pixel (to measure and improve our own marketing). You can manage cookies in your browser settings; disabling some cookies may affect functionality. You can turn off the Meta pixel, and any "sharing" for advertising, at amassclientele.com/your-privacy-choices/. To block other non-essential cookies, such as analytics cookies, use your browser settings.

We honor Global Privacy Control (GPC) signals as an opt-out of sale/sharing where required by law. When your browser sends a GPC signal, the Meta pixel does not load.

6. Data Security

We use commercially reasonable safeguards, including encryption in transit (TLS 1.2+) and at rest (AES-256) for sensitive data, least-privilege access controls, credential and secret management, monitoring, and an incident-response process with breach notification as required by law. No system is perfectly secure; please protect your credentials and notify us of suspected unauthorized access.

7. Retention

We retain: Client account records for the duration of the relationship and a reasonable period after for legal, tax, and record-keeping purposes; End User campaign data (including recordings and transcripts) per the Client's settings and instructions and applicable law; and analytics data for standard tool retention periods. When a Client's account terminates (when its cancellation takes effect), the Client can ask to export its business data for 30 days. After that, we may delete it in the ordinary course, subject to law and backup cycles. If a homepage design request does not lead to a Client relationship, we delete the request and any photos sent with it after 12 months. This does not remove a homepage already in your own account. We may retain de-identified data indefinitely. Text-message consent and opt-out records are kept as described in Section 10.

8. Your Privacy Rights

Depending on your residence, you may have rights to: know or access the personal information we hold about you; obtain a copy in a portable format; correct inaccurate information; delete personal information; opt out of sale or sharing of personal information; limit use of sensitive personal information; and not be discriminated against for exercising rights.

California (CCPA/CPRA)

In the last 12 months we have collected the categories described in Section 1 (identifiers; commercial information; internet activity; audio recordings where calls are recorded; professional information; and inferences used for service delivery), from the sources and for the purposes described above, and disclosed them for business purposes to the categories of recipients in Section 3.

We do not sell personal information for money and do not knowingly sell or share the personal information of anyone under 16; if we "share" information for cross-context behavioral advertising via cookies, you may opt out via the Site's privacy controls or GPC.

To exercise rights, email [email protected] with "Privacy Request" in the subject; we will verify your identity and respond within the time required by law. You may use an authorized agent as permitted by law.

End Users

If your data relates to a campaign we ran for one of our Clients, we will forward your request to that Client and support their response, as their service provider.

Other jurisdictions

Residents of other U.S. states with comprehensive privacy laws, and of the EEA/UK or Canada where those laws apply, may exercise the rights those laws provide by contacting us; where GDPR applies, our legal bases are contract performance, legitimate interests, consent, and legal compliance, and you may lodge a complaint with your supervisory authority.

9. Communications Choices

Email and texts are separate. You may opt out of our marketing emails via the unsubscribe link in any message; transactional and account emails and notices continue as needed to serve you. Replying STOP to a text from us ends all texts from that number to you, including service texts (HELP for help). After you opt out of texts, we do not text you again unless you agree again. Section 10 has the details on texts. Opting out of our marketing does not stop campaigns we run for businesses you deal with. For those, contact the business that reached out to you, or reply STOP to its messages.

10. Text Messages (SMS)

This section covers text messages that Amass Clientele sends from its own business line. Our text message terms are in Section 5.4 of our Terms of Service at amassclientele.com/terms-of-service/ and our contact form with text choices is at amassclientele.com/sms-consent/. Texts that a Client sends to its own customers through campaigns we run are covered by that Client's notices (see "Our role for End User data").

What we collect

Your mobile number, the texts you send us and our replies, and your two text choices, each recorded separately: (1) inquiry, appointment, and service texts, and (2) recurring offers and marketing texts. On our contact form we also collect your name, email and message. Each consent record holds the date and time, the page or call where you chose, the exact consent words you saw or heard and their version, and what you did to choose (for example, checking a box and pressing a button, or saying yes on a call). For web forms we also keep your browser type and a scrambled form of your IP address. For calls we keep who called and, where available, the call reference. We also keep opt-out records.

How we use it

To respond to your inquiries and send the texts you choose. Inquiry, appointment, and service texts are replies about your inquiry or homepage design request, calls and appointments with us, and updates about services you asked for or buy from us. Marketing texts (recurring offers, service news, and marketing tips) go only to people who checked the separate marketing box. Marketing texts may be sent using automated technology. We use consent and opt-out records to prove consent and to honor opt-outs.

Your choices are optional and separate

Each choice is optional, and neither is a condition of purchase. If you have no text choice on record, we have no permission to text you. Giving us a phone number, sending an inquiry, texting us first, saying yes on a call, or agreeing to service texts does not sign you up for marketing texts.

How long we keep records

We keep consent and opt-out records for at least 18 months, and longer while you can still receive our texts.

Frequency and costs

Message frequency varies. Message and data rates may apply.

How to stop and get help

Reply STOP to any text from us. That ends all texts from that number to you, including service texts. You can also tell us on a call or email [email protected]. Reply HELP for help, or email [email protected]. Checking a box on our site later does not undo an opt-out by itself.

No sale or sharing

Mobile information, text-messaging opt-in data, and SMS consent are not sold, rented, or shared with third parties or affiliates for marketing or promotional purposes. We share them only with service providers that operate our messaging program under restrictions on their use. This restriction applies notwithstanding other information-sharing provisions in this policy.

11. Children

The Services are for business use and are not directed to children. We do not knowingly collect personal information from children under 13 (or under 16 for sale/share purposes). If you believe a child has provided us information, contact us and we will delete it.

12. International Transfers

We are based in the United States and process information in the U.S. and in other countries where our service providers operate. Where required, we use appropriate safeguards for cross-border transfers. By using the Services you understand your information may be processed in jurisdictions with different data-protection laws than your own.

13. Third-Party Sites

The Site and Services may link to third-party websites and services we do not control. Their privacy practices are their own; review their policies.

14. Changes to This Policy

We may update this Policy from time to time. We will post the updated version with a new effective date and, for material changes, notify active Clients by email or in-Platform notice. Continued use after the effective date constitutes acceptance.

15. Contact

Amass Clientele, LLC, 427 Mendocino Avenue STE 100, Santa Rosa, CA 95401. Email [email protected]. Website amassclientele.com.

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