Roof Flow AI – Exclusivity & Confidentiality Policy

1. Lead Exclusivity

1.1 No lead reselling or sharing

Any lead generated from your ad campaigns, forms, funnels, or inbound channels that are connected to your Roof Flow AI account is never resold or shared by Roof Flow AI with any other roofing company.

"Lead" means identifiable contact and project information such as name, phone, email, address, and project details.

1.2 Your leads are your property

All leads generated from your campaigns are considered your business's data.

Roof Flow AI only accesses this data to provide the services you've signed up for (e.g., CRM, AI SDR, automations, reporting).

1.3 No lead pools

Roof Flow AI does not operate shared lead pools.

We do not send the same lead to multiple roofing companies, regardless of market.

2. Campaign & Company Data Confidentiality

2.1 No sharing of identifiable campaign data

We do not share your company's specific campaign results, settings, creative assets, or internal performance data with other clients in a way that identifies you or your company.

We may use anonymized, aggregated data (e.g., "average CPL across all clients") to improve our product and marketing, but we do not expose who contributed what.

2.2 Internal access only as needed

Roof Flow AI team members may access your account data (CRM, campaigns, automations, reports) only as needed to:

• Set up and manage your account
• Troubleshoot issues
• Optimize campaigns and workflows

All team members are bound by internal confidentiality obligations.

2.3 Your brand and assets

Your logos, branding, and custom creative assets are not shared or reused for other clients without your explicit permission.

We may use generic versions of winning concepts (e.g., "free inspection" angles) across clients, but not your exact branded assets.

3. Use of Templates & Playbooks

3.1 Shared frameworks, not shared accounts

Roof Flow AI uses internal templates, scripts, and playbooks that are applied across many accounts (e.g., standard storm campaigns, SDR scripts, referral flows).

These are frameworks we own and improve over time; they are not considered your proprietary data.

3.2 Separation of client data

Even when we use the same framework in multiple accounts, each client's:

• Leads
• Results
• Internal CRM data
• Custom configurations

are kept separate and are not shared with other clients.

4. Data Security

4.1 Storage & access

Your data is stored in secure systems with role-based access controls.

We take reasonable technical and organizational measures to protect your information from unauthorized access, alteration, or disclosure.

4.2 Third-party tools

Where we integrate with third-party platforms (e.g., Meta, Google, QuickBooks, Stripe), your data is also subject to their terms and privacy policies.

We only connect to third-party tools as necessary to deliver the services you've requested.

5. Exceptions

We may disclose your information if:

• Required by law, regulation, subpoena, or court order
• Necessary to investigate or prevent fraud, abuse, or security threats
• You explicitly authorize us in writing to share specific information for a partnership, case study, or testimonial

We will limit any such disclosure to the minimum necessary.

6. Questions & Contact

If you have questions about this Exclusivity & Confidentiality Policy or how your data and leads are handled, contact us at:

Email: support@aiadlauncher.com