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Privacy Policy

Last updated: June 2026

1. Overview

Channel Valve provides revenue recovery audits and implementation services for home service companies. This Privacy Policy explains how we collect, use, and protect information submitted through our website, booking calendar, audit process, and related services.

We do not sell personal information. We use information to evaluate fit, deliver audits, communicate with prospective customers, and improve our services.

2. Information We Collect

We may collect contact information such as name, email address, phone number, company name, role, website, and information you provide when booking an audit or communicating with us.

During an audit or implementation, customers may voluntarily provide operational information such as call-handling workflows, lead sources, CRM or dispatch process details, missed-call examples, estimate stages, and follow-up gaps.

Our website may collect standard analytics and technical information such as device type, pages visited, referring pages, and approximate location derived from IP address.

3. How We Use Information

We use information to schedule and prepare for Revenue Leak Reviews, understand workflow problems, recommend operational fixes, configure agreed implementation work, respond to inquiries, and maintain business records.

If a customer engages Channel Valve for implementation, information may be used to map existing workflows, define response rules, create handoff processes, and monitor whether recovery workflows are being followed.

4. Service Providers

We may use third-party providers for calendar booking, email, hosting, analytics, forms, communications, payment processing, and operational tooling. These providers process information only as needed to support our services.

Examples may include calendar providers such as Cal.com and infrastructure or communication providers used to operate the website and deliver services.

5. Data Protection

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

Customers should avoid sending sensitive personal, financial, medical, or regulated information unless specifically requested for a defined service purpose.

6. Retention

We retain information for as long as needed to provide services, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements.

Prospective customer information may be retained for follow-up unless deletion is requested.

7. Your Choices

You may request access, correction, or deletion of personal information by contacting us. We may need to retain some information where required by law or legitimate business obligations.

You may opt out of non-transactional communications by using unsubscribe options where available or contacting us directly.

8. Contact

Questions about this Privacy Policy may be directed to legal@channelvalve.com.