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Privacy Policy

Serge Business Development LLC · Effective and last updated: August 7, 2026

This Privacy Policy explains how Serge Business Development LLC ("Serge," "we," "us," or "our") collects, uses, stores, and shares information across:

  • the sergebusiness.com marketing website and its AI-guided intake chatbot ("the Site" and "the Chatbot");
  • the Serge Assistant application — the personal/business assistant product that stores tasks, events, notes, documents, and memory on your behalf ("the Assistant"); and
  • any third-party accounts (such as Google or Facebook) that you choose to connect to the Assistant ("Connected Accounts").

This policy describes our actual data-handling practices. Where we are not yet certain of a specific detail, we say so rather than guess. If you do not agree with this policy, please do not use the Site, the Chatbot, or the Assistant.

1. Who We Are

Serge Business Development LLC, a Tennessee limited liability company.
PO Box 30413, 2031 Wilma Rudolph Blvd, Clarksville, TN 37040
Contact: [email protected]

2. Information We Collect

2.1 From the Site and the Chatbot

When you use the intake chatbot or submit a form on the Site, we collect what you choose to provide in conversation or form fields — typically your name, business name and type, phone number, location, project goals, budget range, and timeline.

2.2 From the Serge Assistant application

If you create an account and use the Assistant, we collect and store:

  • Account information — your email address and authentication identifiers, managed through Amazon Cognito. We do not store your password.
  • Content you create in the Assistant — tasks, calendar events, notes, documents, and drafts you create or ask the Assistant to help with.
  • Assistant memory — information the Assistant learns and stores about you to be useful over time (preferences, recurring patterns, context you've given it). You can view and delete this.

This data is stored in a database (Amazon Aurora, PostgreSQL) hosted on Amazon Web Services infrastructure in the United States. Each customer's data is isolated at the database level using row-level security, so one customer's records are not visible to another's queries.

2.3 From Connected Accounts you authorize

The Assistant can connect to third-party accounts you explicitly choose to authorize. We only request the specific permissions ("scopes") listed below — never broader access than the feature requires.

ProviderScopes requestedWhat it's for
Google openid, userinfo.email, calendar.readonly Confirm who you are, see your email address, and read (not modify) your calendar events so the Assistant can display your schedule. We do not request Gmail access — the Assistant cannot read, send, or manage your email.
Facebook / Meta pages_show_list, pages_read_engagement, pages_manage_posts See which Facebook Pages you manage, read engagement data on those Pages, and publish posts to a Page you specifically choose to connect. Publishing only ever happens after you review and approve the post yourself — the Assistant does not post to your Page automatically or without your action.

OAuth tokens issued by Google or Facebook are encrypted and stored per account (per tenant). We never see or store your Google or Facebook password — authentication happens entirely on Google's or Facebook's own sign-in page. You can revoke a Connected Account at any time from within the Assistant, or directly from your Google or Facebook account settings, which immediately invalidates our access.

3. How We Use Information

  • Chatbot: to prepare an internal pre-consultation briefing for our team and follow up with you about your inquiry.
  • Assistant: to operate the features you use — remembering context, showing your calendar, drafting content, and preparing actions for your approval.
  • To secure our systems, troubleshoot problems, and improve the Site, Chatbot, and Assistant.
  • To comply with legal obligations where applicable.

We do not sell your information. We do not use it for advertising or share it with data brokers.

4. AI Processing

To generate chatbot replies, Assistant answers, and drafted content (such as a social media post or a summary), the relevant text you provide is sent to our AI model providers for processing:

  • Anthropic (Claude models, via Anthropic's API and/or via Amazon Bedrock) — processes conversation and content to generate responses and drafts.

We do not use your content to train third-party AI models beyond what is necessary to generate the response within your own conversation. AI-generated output can be incorrect or incomplete — see the Terms of Service for the full disclaimer.

5. Voice

The Assistant and Chatbot may offer an optional voice feature that reads AI-generated replies aloud, using ElevenLabs, a third-party text-to-speech provider. Voice is opt-in only — off by default. When enabled, only the reply text being spoken is sent to ElevenLabs for synthesis; it is not used by ElevenLabs to build a profile of you beyond generating that one piece of audio.

6. Third-Party Service Providers

We rely on the following providers to operate the Site, Chatbot, and Assistant. Each processes data on our behalf, only to the extent needed to provide their part of the service:

  • Amazon Web Services (AWS) — hosting, databases (Aurora PostgreSQL, DynamoDB), compute (Lambda), authentication (Cognito), and email delivery (SES).
  • Anthropic, including via Amazon Bedrock — the AI models that power the Chatbot and Assistant.
  • ElevenLabs — optional voice synthesis, only when you opt in.
  • Cloudflare — website hosting and content delivery for sergebusiness.com.
  • Google and Meta/Facebook — only for the account connections you explicitly authorize, as described in Section 2.3.

We do not permit these providers to use your information for their own independent marketing purposes.

7. Data Retention

DataWhere storedRetention
Chatbot conversation (Site)Amazon DynamoDBAutomatically deleted after 7 days (TTL)
Generated intake briefing (PDF)Never persisted — built in memory onlyDiscarded immediately after emailing
Assistant account data, memory, tasks, documentsAmazon Aurora (PostgreSQL)Retained while your account is active. We have not yet published a fixed automatic deletion schedule for this category beyond an account-deletion request — see our Data Deletion page to request removal at any time.
Connected Account OAuth tokens (Google, Facebook)Encrypted, per accountRetained until you disconnect the service or delete your account
Voice audio (if opted in)Processed transiently via ElevenLabs for playbackNot intentionally retained by Serge

8. Data Security

We use encrypted transmission (HTTPS/TLS) for all connections, encrypt OAuth tokens and other sensitive credentials at rest, and isolate each customer's Assistant data using database-level row-level security. Access to production systems is limited to authorized personnel. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security — but our systems are designed, by architecture, to minimize how much of your data persists and who can reach it.

We do not currently hold formal third-party security certifications (such as SOC 2 or ISO 27001). If that changes, this section will be updated.

9. Your Rights — Access and Deletion

You can:

  • Disconnect a Google or Facebook account at any time from within the Assistant, or by revoking access directly in your Google or Facebook account settings.
  • Request deletion of your Assistant account and its data, or of your chatbot session data, at any time — see our Data Deletion page for exact steps.
  • Ask what information we hold about you by contacting [email protected].

If you are a resident of a jurisdiction that grants additional statutory privacy rights (for example, access, correction, deletion, or portability), contact us and we will address your request consistent with applicable law.

10. Cookies and Tracking

The Site does not currently use third-party advertising or analytics cookies. Cloudflare, our hosting provider, may set essential technical cookies necessary to serve the Site and protect it from abuse. The Assistant application uses secure session tokens (via Amazon Cognito) to keep you signed in. If we add analytics or marketing cookies in the future, we will update this section and provide any consent or opt-out mechanism required by applicable law.

11. Children's Privacy

The Site, Chatbot, and Assistant are not directed to, and are not intended for use by, individuals under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have inadvertently done so, we will delete it promptly. Contact [email protected] if you believe this has happened.

12. Changes to This Policy

We may update this Privacy Policy as our practices change. The date at the top of this page reflects the most recent revision. Material changes will be noted on the Site.

13. Contact Us

Serge Business Development LLC
PO Box 30413, 2031 Wilma Rudolph Blvd, Clarksville, TN 37040
Email: [email protected]

Terms of Service  ·  Data Deletion

Serge Business Development

Growth. Strategy. Results.

PO Box 30413, Clarksville, TN 37040

[email protected]
760-898-8262

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