Legal

Privacy Policy

Last updated: May 4, 2026

Information We Collect

We collect information you provide directly — including your name, business name, email address, phone number, and details about your business shared during the assessment process.

How We Use Your Information

Your information is used solely to prepare your AI Assessment Report, conduct your strategy session, and follow up regarding our services. We do not sell or share your information with third parties.

SMS Communications

By providing your phone number and checking the SMS opt-in box on our intake form, you consent to receive text messages from Kodiak Strategy regarding your assessment session, report delivery, and follow-up communications. Message and data rates may apply. Message frequency varies. Text HELP for help. Text STOP to opt out at any time.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Retention

Session recordings and transcripts are deleted after your report has been delivered. Contact information is retained in our secure CRM for business relationship purposes only.

Third Party Services

We use industry-standard third party tools including payment processing (Stripe) and communication platforms. These services have their own privacy policies.

Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us directly.

Contact

Questions about this policy? Contact Ryan Fagerstrom directly: