Privacy policy.

Who we are

Summit Intake Solutions ("Summit Intake," "we," "us," or "our") is a Florida-based service company headquartered at 9587 Tower Ridge Road, Pensacola, FL 32526. We design and install AI intake systems — websites, forms, chat and voice agents, and automation chains — for service businesses. Summit Intake is a brand of Gulf Stream Automation. This policy explains what happens to information you give us when you visit our website, contact us, or become a client.

What we collect

Information you give us

When you fill out a form, send a message, book a walkthrough, or become a client, you share information with us. That typically includes your name, email address, phone number, the name of your business, the message you wrote, and any preferences you selected on the form (topic, budget, time zone). For active engagements we also collect information you choose to share so we can deliver the work — for example, access credentials you provision for us, the content of your current systems we are replacing, and operational data needed to test the intake we build.

Information collected automatically

When you visit summit-intake.com, our hosting provider (Cloudflare) and our analytics tool (Cloudflare Web Analytics) record technical information: your IP address, browser and operating system, the page you arrived on, the page you went to next, screen size, and the rough geographic region the request came from. This is the standard technical exhaust of running a website. We do not use third-party advertising trackers, Google Analytics, Meta Pixel, or similar profiling tools.

Source-page and intent metadata

When you submit a form, we record the URL of the page the form was on, a tag describing the intent of that form (for example, "src:website-booking" or "intent:audit"), and the time of submission. This helps us route your message to the right person quickly.

How we use it

• To respond to you. If you contact us, we use your information to reply, schedule a call, send a proposal, or answer your question.
• To deliver our services. If you become a client, we use the information you share to build, install, tune, and support the systems we agreed to deliver.
• To send communications you opted into. If you opt in to email or SMS marketing, we'll send you updates, case studies, or product news at a reasonable cadence. You can opt out any time.
• To improve our work. Aggregate, non-identifying information (which pages are read, which forms convert) helps us improve the website and the offer.
• To meet legal obligations. We keep records required by tax law, contract law, and applicable consumer-protection regulation.

We do not sell your information. We do not rent it. We do not share it with advertising networks.

Cookies and analytics

We use Cloudflare Web Analytics, which is a privacy-respecting analytics service that does not use cookies and does not fingerprint visitors. We use a small number of strictly-necessary cookies for things like remembering whether the mobile nav drawer is open. We do not deploy advertising or cross-site tracking cookies on this website. Your browser's "Do Not Track" signal does not change anything we do, because we don't track you across sites in the first place.

Who we share it with

We share information only with vendors who help us run the business, and only to the extent each vendor needs to do its job:

• GoHighLevel (CRM). When you submit a form, your submission is stored in our CRM so we can respond and follow up. GoHighLevel processes the data on our behalf under its own privacy and security commitments.
• Twilio (SMS). If you opt in to SMS, Twilio is the carrier-facing messaging provider that delivers our texts. See our SMS opt-in disclosure.
• Cloudflare (hosting and analytics). Cloudflare serves the website and provides privacy-respecting analytics.
• Google Workspace (email). When we reply to you by email, that conversation lives in Google Workspace under our administrative control.
• Service-delivery partners. For active client engagements, we may share scoped information with sub-contractors (for example, a designer working on your site) under written confidentiality.

We will share information when legally required — subpoena, court order, lawful government request — and will narrow the scope of any such disclosure to what is required. We will not voluntarily share your information with third parties for their own marketing.

Data retention

If you contact us but do not become a client, we keep your inquiry for up to 24 months and then delete it, unless you ask us to delete it sooner. If you become a client, we keep your records for the duration of the engagement plus three years after the relationship ends, to satisfy tax, contract, and warranty obligations. Aggregate analytics data has no personal identifiers and is kept indefinitely.

Your rights

Regardless of where you live, you can email hello@summit-intake.com and we will, within 30 days:

• Tell you what information we have on file for you.
• Correct anything that is wrong.
• Delete your records, unless we are required by law to keep them.
• Opt you out of all marketing communications.
• Send you an export of your data in a portable format.

If you are in California

The California Consumer Privacy Act (CCPA) gives California residents the right to know what is collected, to delete it, to correct it, and to not be discriminated against for exercising those rights. We do not "sell" or "share" personal information for cross-context behavioral advertising as those terms are defined under CCPA. To exercise a CCPA right, email us at hello@summit-intake.com.

If you are in the EU, UK, or EEA

Under the GDPR, you have rights to access, correction, erasure, restriction of processing, data portability, and objection. Our lawful bases for processing are: contract (when we're delivering work you hired us to do), legitimate interest (when we follow up on an inquiry you sent us), and consent (when you opt in to marketing). You can withdraw consent at any time. You can also lodge a complaint with your local supervisory authority, though we'd appreciate the chance to address your concern directly first.

Security

We protect your information with the standard practices of a modern software business: encryption in transit (HTTPS everywhere), encryption at rest with our vendors, single-sign-on with multi-factor authentication for our staff, principle-of-least-privilege access, and quarterly access reviews. No system is perfectly secure. If we ever experience a security incident affecting your data, we will notify you in line with applicable law.

Children

Our services are sold business-to-business. We do not knowingly collect information from anyone under 13. If you believe a child has shared information with us, contact us and we will delete it.

Changes to this policy

We may update this policy as the business or the law changes. The "Last updated" date at the top of the page reflects the most recent revision. Material changes will be flagged on the homepage or by direct email for active clients.

Contact us

Questions, requests, or concerns about this policy:
Summit Intake Solutions
9587 Tower Ridge Road, Pensacola, FL 32526
hello@summit-intake.com
(850) 977-5843

This is a template. We recommend having a qualified attorney review before relying on it for material legal protection.