By using our website at beyondthedeskpro.com or any of our services, you agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of our website and services.
Who We Are
Beyond The Desk Pro is a business support company owned and operated by Sarah Perry, headquartered in Corona, California. We provide AI-powered answering services, business automation, professional website design, social media management, and mobile notary services.
Business Information
Information We Collect
We collect information you provide directly to us and information collected automatically when you use our website or services.
Information You Provide
- Name, email address, phone number, and business name when you fill out our contact form
- Business information when you sign up for our services
- Payment information processed securely through third-party payment providers
- Communications you send us via email, phone, or our website contact form
- Information collected during phone calls handled by our AI answering service on behalf of our clients
Information Collected Automatically
- IP address and general location data
- Browser type and device information
- Pages visited and time spent on our website
- Referring website or search terms that brought you to our site
- Cookies and similar tracking technologies
How We Use Your Information
We use the information we collect to provide, improve, and promote our services — including setting up AI answering service accounts, booking appointments, sending call summaries, building websites, managing social media, and providing notary services in Riverside and San Bernardino County.
- Respond to your inquiries and service requests
- Send service updates, performance reports, and important account information
- Analyze website usage to improve user experience
- Comply with applicable laws and regulations
- Maintain records required for notary services under California law
AI Answering Service & Call Recording
Beyond The Desk Pro uses AI technology to answer phone calls on behalf of our business clients. Please be aware of the following:
📞 When you call a business that uses our AI answering service, your call may be answered by an AI voice assistant. Your call information — including your name, phone number, and the reason for your call — will be recorded, transcribed, and sent to the business owner.
- Calls handled by our AI system may be recorded for quality and service purposes
- Call transcripts and summaries are shared with the business client you are calling
- Caller information is stored securely in our CRM system
- We comply with applicable call recording laws including California's two-party consent requirement
- If you do not consent to call recording, you may request to speak with a live representative
How We Share Your Information
We do not sell, rent, or trade your personal information to third parties. We may share your information only with trusted service providers who help us operate our business — including VAPI.ai, GoHighLevel, Make.com, Twilio, Netlify, and Google — and only as required to deliver our services.
- If you call a business using our AI answering service, your caller information is shared with that specific business client
- We may disclose information if required by law, court order, or to protect the safety of our clients
- In the event of a business transfer, your information may be included and you will be notified
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. All data transmitted through our website is encrypted using SSL/TLS technology. While we take reasonable precautions, no method of transmission over the internet is 100% secure.
Data Retention
- Client account information is retained for the duration of service plus 3 years
- Call recordings and transcripts are retained for 12 months unless otherwise requested
- Contact form submissions are retained for 2 years
- Notary records are retained as required by California law
- You may request deletion of your data at any time by contacting us
Your Rights — California Residents (CCPA)
Under the California Consumer Privacy Act, California residents have the right to know what personal information we collect, request deletion of their information, opt out of the sale of personal information (we do not sell personal information), and receive non-discriminatory treatment for exercising these rights.
- Access: Request a copy of the personal information we hold about you
- Correction: Request correction of inaccurate or incomplete information
- Deletion: Request deletion of your personal information
- Opt-Out: Unsubscribe from marketing communications at any time
To exercise any of these rights, contact us at beyondthedeskpro@gmail.com. We will respond within 30 days.
Children's Privacy
Our website and services are not directed to children under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.
Changes to This Policy
We may update this Privacy Policy from time to time. When we make material changes, we will update the date at the top of this page and notify active clients by email. Your continued use of our website and services after any changes constitutes your acceptance of the updated policy.
Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us: