Skip to content

Legal

Privacy Policy

Draft copy prepared from RoofMaxing's actual data practices, software connections and offers. This policy requires the owner's approved text before production lead capture goes live.

Last reviewed: Pending owner review

Legal entity: Pending — the legal entity name is not yet configured.

What this policy covers

This policy describes how RoofMaxing collects, uses and protects information submitted through this website. It applies to roofing business owners and operating leaders who submit a strategy session request, quiz answers, action plan request, or contact message.

Information we collect

When you submit a form, we collect the information you provide. This includes your name, business email, phone if provided, company name, website if provided, service area, role, work type, revenue band, inquiry volume, workflow priorities, current tools, and any message text. Quiz answers and the resulting priority categories are also collected when you complete the readiness quiz.

We may capture limited non-sensitive attribution data such as the page path, form identifier, and permitted campaign parameters. We do not place names, email addresses, phone numbers, free-text answers or revenue bands in analytics.

How we use information

We use submitted information to arrange and prepare for a requested strategy session, to deliver a requested action plan, to route a contact message to the right person, and to scope implementation work. We do not sell your information.

Contact and CRM systems

Submitted information is stored in the connected RoofMaxing CRM system. The system creates a contact record, preserves the full answer payload, and may create an opportunity in the B2B consulting pipeline. Appointment details are set only from real calendar events.

The tools your team uses, such as your CRM, phone system, or scheduling platform, carry their own privacy policies set by the provider. RoofMaxing does not control those policies.

Consent and marketing

Email and SMS marketing consent are separate, unchecked choices. A requested strategy session or action plan remains available when you decline unrelated promotional messages. We record the consent channel, the displayed consent text version, the timestamp and the source. An existing opt-out is never silently overridden by a later form submission.

Data retention

We retain submitted information for as long as needed to provide the requested service and to respond to your inquiry. Specific retention periods will be confirmed in the approved version of this policy.

Your choices

You can unsubscribe from marketing messages at any time using the link in the message or by replying STOP to SMS. You can request access to, correction of, or deletion of your information by contacting RoofMaxing through the contact page.

Security

We keep API credentials out of browser code and public files. Form submissions use the platform's supported secure handling. We use rate limiting, spam protection and a discreet honeypot through supported tools. Any challenge remains accessible.

Children

RoofMaxing is a B2B service for roofing business owners. The website is not directed to children, and we do not knowingly collect information from children.

Changes

We may update this policy as our practices evolve. The last reviewed date will change when the owner approves an updated version.

Contact

Questions about this policy can be sent through the contact page. A configured email or phone will appear here once approved.

Draft status

This is draft copy. Unresolved entity details and substantive business terms remain in the internal review list. The policy requires the owner's approved text before production lead capture goes live.