Privacy Policy

Your data privacy and security are our top priorities

Effective Date: August 30, 2025

Contact: support@leadsprep.com

Notice at Collection: We collect personal information for sales intelligence services. Categories include identifiers, professional information, and usage data. For full details, see our Privacy Policy.

LeadsPrep provides a trigger-based sales intelligence platform that converts public market signals into AI-assisted sales briefs, call notes, and ready-to-send email drafts (the "Services"). This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, create an account, connect integrations (e.g., CRM/Slack), receive email/SMS alerts, or otherwise use the Services.

If you do not agree with this Policy, please do not use the Services.

Children's Privacy: Our Services are not intended for children under 13. We do not knowingly collect personal information from children under 13.

1. Roles & Scope

Website visitors & marketing contacts

For information we collect to operate our site, run analytics, and send marketing, LeadsPrep is an independent controller.

Customers & team users

For information we process to provide the Services to your organization (e.g., ICP settings, target lists, CRM sync), we act primarily as a processor/service provider to your organization (the "Customer"), which is the controller. We process such data only under the Customer's instructions and our agreement.

Public signal data & business contact info

We collect and transform publicly available business information (e.g., news, press releases, job posts, regulatory filings) into signals and briefs. Where this includes business contact details (name, role, work email), we act as a controller or processor depending on context and applicable law.

2. Information We Collect

A. Information you provide

Account & profile

Name, work email, password (hashed), company, role, team membership.

Onboarding configuration

Ideal Customer Profile (industries, company size, geographies), competitors list, target accounts (CSV/manual), preferred email tone/style, words/phrases to avoid (compliance guardrails), notification preferences (daily digest time, instant SMS, Slack/CRM push).

Value proposition inputs

Your product/service summaries and proof points used to personalize briefs.

Integrations (at your direction)

OAuth tokens, API keys/scopes, field mappings for HubSpot, Salesforce, Close, Slack, and similar tools.

Billing

Plan tier, invoices, and payment status (payment data is processed by Stripe; we do not store full card numbers).

Support & communications

Messages to support or sales, surveys, demo bookings.

B. Information collected automatically

Usage & device data

IP address, device/browser type, pages viewed, referring/exit pages, timestamps, language, approximate location (from IP), product interactions, error logs.

Cookies & similar tech

See Section 7.

C. Information from third parties and public sources

Signal sources

Public news sites and wire services (e.g., PRNewswire/BusinessWire), corporate websites and newsroom posts, regulatory filings (e.g., SEC 8-K), job and career pages, general web pages discoverable by search engines.

Vendors & data partners

Deliverability, analytics, and B2B data providers that help validate or enrich business records, where permitted by law and contract.

Do not send credentials

We do not request or want passwords to third-party accounts outside of OAuth/API flows.

Sensitive Personal Information

We do not seek to collect sensitive personal information. For purposes of this Policy, sensitive personal information includes: precise geolocation data, financial account information, biometric identifiers, health data, racial/ethnic origin, religious beliefs, sexual orientation, union membership, mail/email communications content, genetic data, and information concerning sex life.

Do not upload personal data you are not authorized to share.

3. How We Use Information

Provide and operate the Services

Create accounts; authenticate users; monitor sources; deduplicate stories; generate alerts, briefs, call notes, and email drafts; assign confidence scores; route content to email/SMS/Slack/CRM; provide dashboards and exports.

Customize & improve

Personalize digests, improve AI brief accuracy and ranking, measure feature usage, and develop new capabilities.

Security & integrity

Detect, prevent, and investigate fraud, abuse, or security incidents; enforce terms; ensure high availability.

Communications

Send transactional emails/SMS (service, billing, changes); send marketing where permitted by law or with consent (you can opt out).

Analytics & measurement

Understand usage to improve performance, reliability, and user experience.

Legal bases (EEA/UK)

Contract performance; legitimate interests (product improvement, security, B2B outreach); consent (where required, e.g., certain cookies/SMS); and legal compliance.

4. AI, Automated Processing & Training

We use AI models to transform public signals and your inputs into sales briefs, call notes, and email drafts and to rank/summarize opportunities.

No model training on your Customer Content without opt-in

We do not use Customer Content (ICP settings, target lists, briefs, CRM/Slack data, SMS content) to train foundation models for use outside your account unless you separately opt in through your account settings.

We may use aggregated or de-identified usage patterns to improve system performance and safety.

Automated Decision Making

Automated scoring/ranking surfaces opportunities but does not make decisions with legal or similarly significant effects about individuals.

5. How We Disclose Information

We disclose personal information only as described below:

Service providers & processors

Cloud hosting, databases, logging/monitoring, analytics, email (Beehiiv/SendGrid), SMS (Twilio), authentication/membership (e.g., Softr or Webflow + Memberstack), payments (Stripe), support tools, and backup. They may access data only to perform services for us and must protect it.

Integrations you enable

At your direction, we send briefs/alerts to Slack or push records to your CRM (HubSpot/Salesforce/Close). You control the scope via integration settings.

Data partners (B2B context)

Limited sharing to validate or enrich business contact data and maintain accuracy, where permitted.

Agency/white-label resellers

If you procure the Services via an agency or white-label partner, we may share account and usage information with that partner to support provisioning, billing, and support, consistent with this Policy and your agreement.

Corporate transactions

In a merger, acquisition, financing, or sale of assets, information may transfer under confidentiality and continued protections.

Legal & safety

To comply with law, lawful requests, or to protect rights, safety, and security.

De-identified/aggregated data

Insights that do not identify individuals.

Privacy Protection Commitment

We do not sell personal information as "sell" is defined by the CCPA/CPRA, nor do we "share" personal information for cross-context behavioral advertising.

6. Consumer Rights

California Consumer Rights (CCPA/CPRA)

If you are a California resident, you have the following rights:

Right to Know

Request categories and specific pieces of personal information we collect, use, disclose, or sell about you, including:

  • Categories of personal information collected
  • Categories of sources from which information is collected
  • Business or commercial purposes for collecting information
  • Categories of third parties with whom we share information
  • Specific pieces of personal information collected about you

Right to Delete

Request deletion of personal information we have collected about you, subject to certain exceptions (e.g., completing transactions, security purposes, legal compliance).

Right to Correct

Request correction of inaccurate personal information we maintain about you.

Right to Opt-Out

Stop the sale or sharing of your personal information. We do not currently sell or share personal information, but you can submit requests via our "Do Not Sell My Personal Information" link.

Right to Limit

Limit the use and disclosure of sensitive personal information to purposes necessary to perform our services.

Right to Non-Discrimination

Receive equal service and pricing regardless of exercising your privacy rights. We will not deny services, charge different prices, or provide different quality based on your rights exercise.

European Rights (GDPR)

If you are in the European Economic Area, United Kingdom, or Switzerland, you have additional rights including:

Access to your personal information

Rectification of inaccurate information

Erasure of personal information

Data portability

Object to processing based on legitimate interests

Withdraw consent (where processing is based on consent)

Lodge complaints with supervisory authorities

How to Exercise Rights

Email

support@leadsprep.com

Online Form

[Privacy Request Form - if available]

Phone

[Phone number - if available]

Verification

We verify your identity through account credentials or by matching information you provide with information we have on file.

Response Time

We respond to requests within 45 days maximum (may extend an additional 45 days with notice for complex requests).

Authorized Agents

You may designate an authorized agent to make requests on your behalf by providing written authorization.

Appeals

If you disagree with our response to your request, contact us at support@leadsprep.com to appeal.

7. Cookies and Tracking Technologies

We use cookies and similar technologies to operate and improve our Services:

Types of Cookies We Use

Essential Cookies

Necessary for service operation including authentication, security, and basic functionality. Legal basis: Legitimate interest.

Analytics Cookies

Google Analytics, usage tracking, and performance monitoring to understand how you use our Services. Legal basis: Consent (where required) or legitimate interest.

Marketing Cookies

Advertising, remarketing, and conversion tracking to show you relevant advertisements. Legal basis: Consent.

Third-Party Services That May Set Cookies

  • Stripe - Payment processing and fraud prevention
  • SendGrid/Beehiiv - Email delivery and engagement tracking
  • Google Analytics - Website analytics and reporting
  • Integration Partners - Slack, CRM systems (HubSpot, Salesforce, Close) as you direct

Cookie Controls

  • Browser Settings - Configure cookie preferences in your web browser
  • Cookie Banner - Manage preferences through our cookie consent tool (where applicable)
  • Opt-Out Tools - Industry opt-out mechanisms for advertising cookies
  • Global Privacy Control (GPC) - We recognize GPC signals where technically feasible

8. International Data Transfers

Personal information may be processed in the United States and other countries where we or our service providers operate.

For transfers from the European Economic Area, United Kingdom, or Switzerland:

Adequacy Decisions

We transfer data to countries that the European Commission has determined provide adequate data protection.

Standard Contractual Clauses

For transfers to countries without adequacy decisions, we use EU-approved Standard Contractual Clauses and implement additional technical and organizational safeguards.

Your Rights

If you are in the EEA, UK, or Switzerland and object to international transfers, contact us at support@leadsprep.com. Note that objecting may limit service availability.

9. Data Retention Periods

We retain personal information for the following specific periods:

Account Data

Duration of subscription plus 90 days

Usage Logs

12 months maximum

Marketing Data

3 years from last engagement (or until consent withdrawn)

Financial Records

7 years for tax and accounting compliance

Support Communications

3 years

Signal/AI-Generated Content

90 days after account termination

Security and Fraud Prevention Logs

12 months

Extended Retention: Data may be retained longer where required by law, to establish or defend legal claims, or with your consent.

10. Opt-Out Mechanisms

Marketing Emails

Unsubscribe link in each marketing email

Do Not Sell My Personal Information

Available at [insert link] (though we do not currently sell information)

Global Privacy Control

We recognize GPC browser signals where technically feasible

Cookie Preferences

Manage through browser settings or our cookie banner

11. Security

We implement appropriate technical and organizational measures to protect personal information against unauthorized access, alteration, disclosure, or destruction, including:

Encryption
Access Controls
Security Assessments

Important: However, no internet transmission or electronic storage is completely secure.

12. Updates to This Policy

We may update this Privacy Policy periodically. For material changes, we will provide notice by:

Email Notification

To the address in your account

Website Notice

Prominent notice on our website

Advance Notice: At least 30 days before the effective date. Your continued use after changes become effective constitutes acceptance.

13. Contact Information

General Privacy Questions

support@leadsprep.com

Privacy Rights Requests

support@leadsprep.com

Security Concerns

support@leadsprep.com

Data Protection Officer

support@leadsprep.com