Privacy Policy

Effective Date: 11 September 2026

Milestone Consult respects your privacy and is committed to protecting the information we collect through our website, booking and contact forms, business communications, and service-related interactions. This Privacy Policy explains what information we collect, how we use it, and the choices available to you.

We may collect information that helps us understand your needs, respond to inquiries, and design appropriate AI systems. This may include:

• Name
• Business name
• Email address
• Phone number
• Website URL
• Industry (Home Services, Real Estate, Professional and Financial Services, or adjacent)
• Company size
• Project details and business goals
• Workflow, CRM, data, and operational details
• Website usage data
• Technical information such as browser type, device type, IP address, and pages visited

When you submit a contact form, book a strategy call, chat with Miles, request a callback, or send a project inquiry, we collect the details you voluntarily provide. We use this information to respond, qualify the request, and recommend relevant services.

During strategy calls and engagements, clients may share information about internal workflows, data sources, CRM systems, customer communication processes, reporting needs, operational bottlenecks, and automation requirements. We use this information to assess needs, design systems, provide recommendations, and support implementation.

Our website may use cookies, analytics tools, tracking pixels, or similar technologies to understand website performance, visitor behavior, traffic sources, and user experience. You can control or disable cookies through your browser settings.

We may use the information we collect to:

• Respond to inquiries and schedule strategy calls
• Recommend, design, and deploy AI systems
• Deliver services and support implementation
• Communicate with clients and prospects
• Improve the website and user experience
• Analyze website performance
• Send relevant business communications where permitted
• Comply with legal or contractual obligations

We may use information shared by clients to design, configure, test, evaluate, and improve AI assistants, voice agents, automation pipelines, retrieval systems, and custom workflows. Sensitive or regulated workflows include human review, evaluation, and client approval before deployment.

Conversations with our website assistant and requests made through our callback feature may be processed and stored by us and by our technology providers to route your request, maintain conversation context, improve quality, and follow up with you. Please avoid sharing sensitive personal information through these channels.

We may use third-party tools to support website hosting, analytics, CRM, email, scheduling, automation, model providers, payment processing, project management, reporting, and communication. These providers may process information according to their own privacy policies and terms.

We do not sell personal information. We may share information with trusted service providers, contractors, or technology partners when necessary to provide services, operate the website, support implementation, comply with legal obligations, or protect rights and security.

We use reasonable administrative, technical, and organizational safeguards to protect the information we hold. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

We retain information only as long as reasonably necessary for business, service delivery, legal, contractual, operational, or recordkeeping purposes.

You may request to access, correct, update, or delete certain personal information, subject to legal, contractual, and operational limitations. You may also unsubscribe from marketing communications where applicable.

Business information, workflow details, customer process information, data samples, and implementation materials shared by clients are treated as confidential business information. We use them only for service-related purposes unless otherwise agreed.

Our website and services are not directed to children, and we do not knowingly collect personal information from children.

If you access our website from outside our operating jurisdiction, you understand that your information may be processed in locations where Milestone Consult or its service providers operate.

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

For questions about this Privacy Policy, contact us at contact@milestoneconsult.net.