WrkStream Last Updated: July 5, 2026 Effective Date: July 5, 2026

1. Introduction

WrkStream ("Company," "we," "us," or "our") operates as an AI-powered business automation agency headquartered in Raleigh, North Carolina. We provide automation systems, lead management tools, and communication services to businesses across home services, wedding and event, and healthcare industries.

This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website (wrkstreamco.com), book a demo, or engage with our services.

By using our website or services, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

We collect the following categories of personal information:

Contact Information:

Full name

Phone number

Email address

Business name and industry

Communication Data:

Messages and inquiries submitted through our website forms

SMS and email communication records

Appointment booking details and calendar data

Technical Data:

IP address

Browser type and version

Pages visited and time spent on our website

Referring URLs and device information

Payment Information (Future): We will collect payment information when billing services are activated. Payment data will be processed through a secure third-party payment processor. WrkStream does not store raw payment card data on its servers.

3. How We Use Your Information

We use the information we collect for the following purposes:

To schedule and conduct demo calls and consultations

To provide, operate, and improve our automation services

To send appointment confirmations, reminders, and follow-up communications via SMS and email

To respond to your inquiries and support requests

To send service updates, relevant business communications, and marketing messages (with your consent)

To process payments and manage billing (when applicable)

To comply with legal obligations and enforce our Terms & Conditions

4. SMS Communication Policy

By submitting your phone number through our website or booking forms, you expressly consent to receive SMS text messages from WrkStream, including:

Appointment confirmations and reminders

Follow-up messages related to your inquiry

Service updates and relevant business communications

Message frequency may vary. Standard message and data rates may apply. You may opt out of SMS communications at any time by replying STOP to any message. For help, reply HELP or contact us at [email protected].

We do not sell or share your phone number with third parties for their own marketing purposes.

5. How We Share Your Information

We do not sell your personal information. We may share your information with:

Service Providers: Trusted third-party vendors who assist in operating our business, including:

GoHighLevel (CRM and automation platform)

Calendar and scheduling tools

Email service providers

Payment processors (when applicable)

All service providers are contractually obligated to protect your information and use it only for the services they provide to us.

Legal Requirements: We may disclose your information if required by law, court order, or government authority, or to protect the rights, property, or safety of WrkStream, our clients, or others.

Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

6. Data Retention

We retain your personal information for as long as necessary to provide our services and fulfill the purposes outlined in this policy, unless a longer retention period is required by law. When your information is no longer needed, we will securely delete or anonymize it.

7. Data Security

We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include encrypted data transmission (SSL/TLS), access controls, and secure third-party platforms.

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

8. Your Rights and Choices

You have the following rights regarding your personal information:

Access: Request a copy of the personal information we hold about you

Correction: Request correction of inaccurate or incomplete information

Deletion: Request deletion of your personal information, subject to legal obligations

Opt-Out: Opt out of SMS or email marketing communications at any time

Portability: Request your data in a portable format where applicable

To exercise any of these rights, contact us at [email protected]

9. Cookies and Tracking

Our website may use cookies and similar tracking technologies to improve your browsing experience and analyze website traffic. You can control cookie settings through your browser preferences. Disabling cookies may affect certain features of our website.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies independently.

11. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have collected information from a minor, we will delete it promptly.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the updated policy on our website with a revised effective date. Your continued use of our services after changes are posted constitutes your acceptance of the updated policy.

13. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy, please contact us:

WrkStream Raleigh, North Carolina Email: [email protected] Website: wrkstreamco.com

This Privacy Policy is effective as of July 5, 2026