Privacy Policy · Custom Tailored Agents

Custom Tailored Agents is a trade name of Beam Strategies LLC, based in Anaheim, California ("we", "us"). This policy explains what we collect when you use customtailoredagents.com, why we collect it, who helps us process it, and the choices you have. Questions: sam@customtailoredagents.com or (714) 248-6286.

What we collect

Information you give us

When you book a call: your name, email, business name, a short description of your business and the services you are interested in, plus your website, phone number and notes if you choose to add them. We save these details before you select a time, so we can prepare for your call. Google Calendar handles appointment scheduling and confirmation.
When you run the free scan: the website address you enter. The scan then reads that website's public pages and public records, such as its email settings. That is information about a business, not about you.
When you ask us to email a report: your email address.
When you ask for a free resource (free posts from your website, or the Second Brain install guide): your email address, whether you ticked the box for our weekly email, and, for the posts, the website address you enter. To write the posts, we read that website's public pages and an AI provider writes the posts from them. We do not ask for your name or phone number.
When you use the questionnaire: your answers about your business, and at the end, if you choose to give them, your name, email and phone number.
When you try a sample tool (the dashboard or listing sample): the sheet, file or shop address you provide. We process it to build the sample, keep the result in memory for about an hour, and do not save it.
When you email, call or text us: whatever you choose to tell us.
When you call or text our business line ((714) 583-9823): your phone number, the time of the call or text, and what is said. An AI receptionist answers this line. It tells you it is an AI and that the call is recorded and transcribed. We keep a written transcript and a short summary of the call. We do not keep the audio. If you agree to receive texts, we also keep a record of when and how you agreed.
When you use the chat on our website: what you type, the assistant's replies, and the page you started on. An AI assistant answers the chat and says so. If you give your name, phone number or email in the chat, we add them to our customer records so we can get back to you. The chat sets no cookies and stores nothing in your browser.

Information collected automatically

Server logs: like most websites, our servers record each request, including your IP address, browser type, the page asked for and the time. We use these to keep the site running and secure.
Cookies: two small cookies of our own remember which link or ad brought you here and which business you last scanned. See our Cookie Policy.
Analytics: we use Google Analytics and Microsoft Clarity to understand how visitors use the site: pages viewed, clicks, scrolling, time on page, device and browser type, and approximate location based on your IP address. Clarity also records session replays and heatmaps, which show how visitors move through a page. Clarity masks anything typed into a form field, so it is never uploaded or shown in a recording.

Information from public sources

We research businesses we may be able to help, using public sources such as business listings, business websites and search results. This covers business details like a business name, website, phone number and reviews.

How we use it

To reply to you, set up and hold the call you asked for, and send what you requested, such as your scan report.
To prepare for our conversation, for example by reviewing your website before a call.
To follow up about the services you asked about. You can tell us to stop at any time.
To send our weekly email about running a business with AI, but only if you ticked the box for it. Asking for a free resource without ticking the box gets you that resource and no marketing email.
To understand which pages and marketing work, and to improve the site.
To keep the site secure and prevent abuse.
To meet legal obligations and protect our rights.

Who we share it with

We do not sell your personal information. We share it only with service providers that help us run this website and our business, and only for that purpose:

DigitalOcean hosts the website and its servers.
Cloudflare runs our domain name service and network protection.
Google provides our business email (Google Workspace), appointment scheduling (Google Calendar), Google Analytics, and the PageSpeed Insights service our website scan uses. The calendar loads after you submit your call details; information you enter there is processed by Google.
Twilio carries the calls and text messages on our business line.
Anthropic, an AI provider, writes the free posts from the public text of the website you enter. It receives that website text, not your email address.
Speech and AI providers run our AI receptionist and website chat on our behalf: one turns speech into text, one writes the replies, and one speaks them. They receive call audio, chat messages and text only to provide that service to us.
Microsoft provides Clarity, and its GitHub service stores our code and a backup of our website records, including booking requests.

We may also disclose information if the law requires it, to protect our rights or the safety of others, or as part of a sale or reorganization of our business.

Other parties that collect information over time: Google and Microsoft may collect information about your online activity over time and across different websites through the cookies and tags described in our Cookie Policy, and use it as their own privacy policies describe. See How Google uses information from sites or apps that use our services and the Microsoft Privacy Statement. We do not use this information to show you targeted ads.

Do Not Track and Global Privacy Control

Our site does not currently change how it works in response to Do Not Track signals or Global Privacy Control signals from your browser. You can still block or delete cookies, and opt out of Google Analytics, as described in our Cookie Policy.

Calls and text messages

If you give us your phone number, we may call or text you about your request. Our texts follow our SMS program: message frequency varies, and message and data rates may apply. Reply STOP to any text to stop receiving them, reply HELP for help, or tell us by email.

We do not sell or share your SMS opt-in data or personal information with third parties for marketing purposes. We do not share your mobile number or your consent to receive texts with third parties or affiliates for their marketing.

Calls to our business line are transcribed after the receptionist tells you so. We keep the written transcript and a short summary, not the audio. If you do not want your call transcribed, you can end the call and email us at sam@customtailoredagents.com instead.

How long we keep it

We keep booking requests and related notes for as long as we need them to follow up, work with you and run our business, and as long as the law requires. Call and chat transcripts and summaries are kept for 12 months, then deleted. Your email address and your weekly-email choice are kept in our customer records until you ask us to delete them. If you unsubscribe, we keep the address and the date you unsubscribed, so that we never email you by mistake. Posts we write from a website are kept with that website's address, without your email, so we do not write them twice; we delete them on request. Server logs are kept for a limited time and then overwritten. You can ask us to delete your information at any time.

Your choices

See, correct or delete your information: email sam@customtailoredagents.com. We will confirm the request comes from you, then reply within 45 days.
Stop hearing from us: click "Unsubscribe" at the bottom of any email we send (one click, and it takes effect right away), reply "stop" to an email, reply STOP to a text, or tell us by email or phone.
Cookies and analytics: see our Cookie Policy.

We will not treat you differently for making any of these requests.

Security

The site uses HTTPS, and access to our records is limited to the people who need it. No system is perfectly secure, so we cannot promise that information will never be accessed without permission. If that happens and the law requires us to tell you, we will.

Work we do for clients

When we build or run systems for a client, the information in those systems belongs to the client and is handled under our written agreement with that client, not under this policy.

Children

This site is for businesses. It is not directed to children under 13, and we do not knowingly collect personal information from them. If you believe a child has given us information, contact us and we will delete it.

Visitors outside the United States

We are based in the United States and serve US businesses. Information collected through this site is processed and stored in the United States.

Changes to this policy

If we change this policy, we will post the new version on this page with a new effective date. If a change is significant, we will say so at the top of this page, and if we have your email address, we may also email you.

Contact

Beam Strategies LLC, doing business as Custom Tailored Agents, Anaheim, California. Email sam@customtailoredagents.com or call (714) 248-6286.

Effective October 10, 2026.