Privacy Policy

Cornerstone Workflows (operated by CORNERSTONE WORKFLOWS LLC) provides done for you revenue automation systems for service businesses. This Privacy Policy explains what information we collect, how we use it, and what rights you have over it.

By using our website at cornerstoneworkflows.com or our services, you agree to the practices described in this policy. If you do not agree, please do not use our site or services.

Information you provide directly

• —Name, business name, and email address when you submit a contact form, book an audit call, or request the free book. Our website forms do not collect phone numbers.
• —Messages and notes you include in contact form submissions
• —Payment information processed via our payment processor (we do not store payment card data ourselves)

How we collect mobile phone numbers

Mobile phone numbers are collected through one channel only: our website chat widget, when you initiate a conversation and knowingly provide your number. No form on this website collects a phone number or an SMS opt in. We do not purchase, rent, or acquire mobile numbers from any third party list.

Information collected automatically

• —IP address, browser type, device type, and operating system
• —Pages visited, time on page, and referring URLs (via analytics tools)
• —Cookies and similar tracking technologies as described in Section 5

Information from your customers (for clients of our services)

• —When we install and operate automation systems on your behalf, we may process your customers' names, phone numbers, email addresses, and appointment data as your data processor. This data is used solely to operate your systems.

We use the information we collect to:

• —Respond to your inquiries and fulfill service requests
• —Deliver and operate the automation systems you've subscribed to
• —Send the free book or other materials you requested
• —Communicate about your account, service updates, and support
• —Send marketing communications (only if you've opted in. You can opt out at any time)
• —Improve our website and services through analytics
• —Comply with legal obligations

We do not sell your personal information. We never have and never will.

We share information only in the following circumstances:

Service providers

We use third party tools to operate our business, including email delivery, SMS infrastructure, analytics, and payment processing. These providers access your information only as needed to perform services on our behalf and are bound by confidentiality obligations. This does not include text messaging originator opt in data or SMS consent records, which are covered separately under Section 5 and are never shared with any third party for marketing or promotional purposes.

Legal requirements

We may disclose information if required by law, regulation, or legal process, or to protect the rights, safety, or property of Cornerstone, our clients, or the public.

Business transfers

If Cornerstone is acquired or merges with another entity, your information may be transferred as part of that transaction. We will notify affected users before information becomes subject to a different privacy policy.

We do not share, sell, rent, or trade your information with third parties for their marketing purposes.

If you provide your mobile phone number through our website chat widget and opt in to receive text messages from Cornerstone Workflows, you may receive SMS communications including appointment reminders, service updates, account notifications, and promotional offers, depending on which services you've opted into.

Consent

By submitting the SMS consent shown in our website chat widget, you expressly agree to receive text messages from Cornerstone Workflows at the mobile number provided. The chat widget is the only place on this website where a phone number and SMS consent are collected. Consent to receive text messages is never a condition of purchasing any service from us.

Message frequency and rates

Message frequency varies depending on the communications you've opted into. Message and data rates may apply based on your mobile carrier plan.

Opt-out

You may opt out of text messages at any time by replying STOP, CANCEL, END, QUIT, or UNSUBSCRIBE to any message you receive from us. After you opt out, you will receive one final confirmation message and no further texts unless you opt back in.

Help

Reply HELP to any message for assistance, or contact us directly at contact@cornerstoneworkflows.com or (636) 422-5252.

No data sharing for marketing

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

This exclusion applies regardless of any other data sharing practices described elsewhere in this Privacy Policy. Text messaging originator opt in data and consent records are never sold, rented, or shared with any third party under any circumstance.

Carrier liability

Carriers are not liable for delayed or undelivered messages.

Our website uses cookies and similar technologies to:

• —Maintain session state and remember your preferences
• —Analyze traffic and usage patterns via analytics tools (e.g., Google Analytics)
• —Measure the effectiveness of our marketing

Managing cookies

You can configure your browser to decline cookies or alert you when cookies are being set. Note that some parts of the site may not function properly if cookies are disabled.

We do not use cookies to build advertising profiles or track you across third party websites.

We retain your personal information for as long as necessary to:

• —Provide the services you've subscribed to
• —Comply with our legal obligations
• —Resolve disputes and enforce our agreements

When you cancel your service, we retain your data for 30 days in case you return, then permanently delete it unless legal obligations require longer retention. You can request earlier deletion at any time (see Section 7).

Customer data processed on behalf of clients (appointment data, contact lists, etc.) is deleted upon client offboarding, subject to the same 30 day grace period.

Depending on your jurisdiction, you may have the right to:

• —Access: Request a copy of the personal information we hold about you
• —Correction: Request that we correct inaccurate or incomplete information
• —Deletion: Request that we delete your personal information, subject to legal obligations
• —Portability: Request your data in a structured, machine readable format
• —Opt out: Opt out of marketing communications at any time by clicking "unsubscribe" in any email or contacting us directly
• —SMS opt-out: You may revoke consent to receive text messages at any time by replying STOP to any message, independent of any other communication preferences

To exercise any of these rights, contact us at contact@cornerstoneworkflows.com. We will respond within 30 days.

California residents

Under the California Consumer Privacy Act (CCPA), you have additional rights including the right to know what personal information we collect, the right to delete it, and the right to opt out of its sale (we do not sell personal information).

We take reasonable technical and organizational measures to protect your information from unauthorized access, loss, or disclosure. These include:

• —Encrypted data transmission (HTTPS/TLS)
• —Access controls limiting who can access personal data internally
• —Third party services selected for their security standards

No method of transmission over the internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security. If you believe your information has been compromised, contact us immediately.

Our services are not directed at individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that a child under 18 has provided us personal information, we will delete it promptly. If you believe a child has submitted information to us, please contact us at contact@cornerstoneworkflows.com.

We may update this Privacy Policy from time to time. When we do, we will update the "Last updated" date at the top of this page and, where appropriate, notify you by email.

Your continued use of our site or services after changes are posted constitutes your acceptance of the updated policy. We encourage you to review this page periodically.

For any questions, concerns, or requests related to this Privacy Policy, contact: