Privacy Policy

Effective Date: October 18, 2025

This Privacy Policy explains how Help With Automation (“we,” “us,” or “our”) collects, uses, and protects your personal information when you visit our website, use our services, or communicate with us.

By using our site or submitting your information, you agree to the practices described in this policy.

1. Information We Collect

We collect personal and business information that helps us provide our services efficiently and improve your experience. This may include:

  • Contact Information: Name, email address, phone number, and company name.

  • Business Details: Information you provide about your company, processes, or automation goals.

  • Technical Data: IP address, browser type, device information, and pages visited.

  • Communication Data: Messages, emails, and other interactions with our team or automation systems.

We do not knowingly collect personal data from anyone under 18 years old.

2. How We Use Your Information

We use your information to:

  • Deliver our automation, consulting, and coaching services

  • Communicate about appointments, project updates, and support

  • Personalize your experience and recommend relevant services

  • Improve our website, workflows, and client experience

  • Comply with legal, billing, and regulatory requirements

We may also send occasional updates, educational content, or service notifications — you can unsubscribe at any time.

3. How We Protect Your Information

Your data security is our priority. We use secure servers, encryption, and access controls to protect your information.
While we follow industry best practices, no online transmission or storage method is 100% secure, and we cannot guarantee absolute security.

4. Data Sharing and Service Providers

We do not sell or rent your personal information.
We may share limited data with trusted service providers that help us operate our business (such as payment processors, CRMs, or email systems) — but only as necessary to deliver our services and under strict confidentiality agreements.

This excludes mobile phone information and text messaging opt-in data, which will never be shared with any third parties, except for aggregators and providers that directly support our messaging services.

5. Mobile Information and Messaging Compliance

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Information sharing to subcontractors in support services, such as customer service, is permitted.
All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the text messaging services.

6. Cookies and Tracking

Our website may use cookies and similar tracking technologies to enhance your experience and analyze performance.
You can disable cookies through your browser settings, but some features may not function correctly.

7. Your Rights

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

  • Access or request a copy of your personal data

  • Correct, update, or delete your information

  • Withdraw consent or opt out of communications

  • File a complaint with your local data protection authority if applicable

To exercise your rights, contact us at [email protected].

8. Data Retention

We retain your information only as long as necessary to fulfill the purpose for which it was collected, comply with legal obligations, or resolve disputes.

9. Links to Other Websites

Our website or automations may contain links to external sites. We are not responsible for the privacy practices or content of those websites.

10. Policy Updates

We may update this Privacy Policy periodically to reflect new laws, technologies, or business practices. The updated version will be posted with a new effective date.

11. Contact Us

If you have any questions about this Privacy Policy or how we handle your data, please contact us:

Help With Automation
Email: [email protected]
Website: www.helpwithautomation.com

Address: 1016 Lakeview Dr, Lynchburg, VA, USA

THANK YOU!

Thank You For Choosing Us. Your Trust In Our Services Means The World To Us.

Frequently Asked Questions

What will you do each week?

Each week I ship something tangible: new automations, fixes, or improvements. Typical work includes lead routing, calendar/scheduling flows, invoice reminders, file/org clean-ups, and dashboards. You’ll get a short weekly report in your Notion portal plus a Weekly Consultation Call to review progress, unblock questions, and plan next steps. Anything urgent gets handled as it comes up, with status noted in Slack and Notion.

How soon will I see results?

Most clients see quick wins in the first 1–2 weeks—things like automated reminders, cleaner handoffs, or faster scheduling. Weeks 2–4 usually bring deeper integrations (e.g., CRM → email/SMS follow-ups, data clean-ups, reporting). On every weekly call we review what shipped, what’s queued next, and the time saved or errors removed so you can feel the momentum.

How do I approve work and track progress?

Your Notion board is the source of truth. Anything waiting for review sits in Needs Approval with a short description, screenshots, and acceptance criteria. Approve it by dragging to Approved (or leave a comment for changes) and I’ll ship it live. You’ll also see due dates, priorities, and an activity log so there’s a clear trail of what changed and when.

How do I send you requests or ideas?

Send a quick message in our shared Slack channel (or email if you prefer). I convert it into a task in your Notion Client Portal with a clear title, due date, and priority. You’ll see it move through To Do → In Progress → Needs Approval → Approved, so you always know where things stand. If a request needs more context, I’ll ask for it once and document it so we don’t repeat questions.

Do I have to switch tools or learn new ones?

No. I start with the tools you already use and automate around them. When a new tool would clearly help, I’ll propose it, handle setup, and provide training + step-by-step notes in your Training & Resources section. The goal is less clicking for you—not more.

What happens if something breaks?

Automations are monitored and I get alerts when a step fails. I triage, fix, and document the root cause, then add safeguards (retries, validation, or better error handling). You’ll get a quick Slack update and the Notion task will show exactly what was fixed and any follow-ups. If it’s time-sensitive (e.g., lead intake), I prioritize getting it running again before polishing.