Privacy Policy

This policy explains what information Clayton Method collects, how we use it, and the choices you have. It covers our website, claytonmethod.com, and Clayton Method OS, our business operating system app at claytonmethod.ai.

The short version: we collect what we need to talk with you, do our work and run Clayton Method OS. We also measure which pages people view and how fast they load, without cookies. We never sell your personal information, and we don't use it for targeted advertising.

Who we are

Clayton Method is the business name of Stargazers Unite LLC, based in Plano, Texas, USA. In this policy, “we,” “us” and “our” mean Stargazers Unite LLC, doing business as Clayton Method. We help businesses with websites, SEO and GEO, AI, custom apps, business systems and operations.

This policy covers:

claytonmethod.com, our website, including our Book a Call page.
Clayton Method OS at claytonmethod.ai, our business operating system app. That includes client workspaces and public booking pages, such as our discovery-call page at https://claytonmethod.ai/book/clayton-method/discovery-call.

Work we do for clients is also covered by the proposal or agreement we make with each client. This policy doesn't cover other companies' websites or apps, including accounts you connect to Clayton Method OS.

Information we collect

When you use claytonmethod.com

Contact form. When you use the “Prefer to write instead?” form, we collect your name, email address, phone number, business name and message. It's emailed to our inbox, info@claytonmethod.com, through our email provider, Resend. We use your phone number to call you back; giving it doesn't sign you up for text messages.
Newsletter. When you sign up for “Stay Current,” we collect your email address (and your name, if you give it) and add it to our mailing list in Clayton Method OS. We send a confirmation email first, and you're only subscribed once you confirm. A newsletter email can include a tiny image and tracked links, so we can see whether you opened it and which links you clicked. You can unsubscribe any time.
Server logs. Our host, Vercel, logs standard request data: your IP address, your browser and the pages you request. It's used to keep the site secure and reliable.
Visits and page speed. We measure which pages people view and how fast they load, without cookies. See Visits and page speed.
Fonts. Our site loads fonts from Google Fonts, so Google receives your IP address when your browser requests them.

We don't use cookies for analytics, advertising or tracking on claytonmethod.com, and we don't use Google Analytics or advertising pixels. Our testimonial videos are hosted on our own site, not on YouTube or Vimeo.

When you book a call

Our booking calendar comes from Clayton Method OS and appears on our Book a Call page. When you book, we collect:

Your first and last name and email address
Your phone number, which our booking form asks for so we can reach you about your appointment
Any notes you add
The time you choose
Your choice on the optional text-message box, which stays unticked unless you tick itWe store this in Clayton Method OS. We use it to send confirmation and reminder emails and a link to join the video meeting, and we may call you about your appointment. We text you only if you tick the text-message box or text us first. See Text messages.

When you contact us or hire us

If you email us, text us or message us on WhatsApp, we receive your message along with your email address or phone number. If you hire us, we also receive the information you share with us for your project.

If you have a Clayton Method OS account

Clayton Method OS is our business operating system for clients. If you have an account, we collect:

Account details: your name, email address, sign-in credentials (handled by Supabase Auth) and workspace settings.
What you add to your workspace: contacts; conversations and messages (email, SMS, WhatsApp, Facebook Messenger and Instagram); calendar events; bookings; events you host, including their registrations, waitlists and payments; meetings, including recordings, transcripts, AI notes and the email addresses of the people invited to a recorded calendar meeting, so a meeting can be shown with the right contact (using Recall.ai, Zoom and Google Calendar); payments and invoices (through Stripe; we don't store card numbers); documents; surveys; social posts; and automations.
Your budget, if you use the Budget area: the categories, items, amounts, notes and groups you set up, and the spending you record (the date, the amount, what it was, and any note). A budget is private to the person who made it: no one else in your workspace, including its owner, can see it in Clayton Method OS. If you connect a bank or card account to it, what comes in from that account is covered under “Accounts you connect to Clayton Method OS” below, and it is just as private to you as the rest of your budget. If you turn on “Let Claude read this budget”, Claude in Chat can read your budget to answer your questions (see AI features).
People on your team, if your workspace has teammates: when the owner invites someone we keep their email address, their name if the owner entered it, the access level, pages and actions the owner gave them, and who invited them and when. We email them the invitation through our email provider; the invitation link stays open for 14 days. The owner and administrators can read a log of changes to the team and its settings: who invited, removed or changed access for whom, AI key and limit changes (never a key), time approvals and client list imports, and when. It keeps short labels only, such as a role's name or a shortened invited address like j…@example.com, never a full address, a message or a key, and it cannot be edited or deleted afterwards.
Time, if you use the Time area: each stretch of work a person records (when it started and ended, the client if it is for one, whether it is billable, and a note), their weekly submission and the owner's approval or sending back, and a record of changes made to a week after it was sent in (who changed what, when and why). A person sees and changes only their own time; the owner, administrators and any team member the owner has given the Time administration page see everyone's in the workspace. Pay rates are set and seen only by the owner, administrators and any team member the owner has given the Time administration page; a person sees their own rate only on their own team invoice. Clients' hourly rates are seen only by owners, administrators and team members the owner has given the pages that need them. Team invoices (what a person bills the business for approved time) and the client invoice drafts made from approved time are records: they do not send, charge or pay anything.
Messages between teammates, if your workspace uses Messages: the text of each message, who sent it, who it is for and when it was read. A message can be read only by the person who sent it and the person it is for: not by the workspace owner, not by an administrator, and not through our platform administrator's tools, and Clayton Method does not read them except where needed for security or to comply with the law. Our AI features do not read them.
Projects, if you use the Projects area: what you put in a project (notes, web links and files, which are stored privately; a note may remember that it came from a meeting, an email or a chat), its folders, and the short things you ask the AI to remember inside it. The owner and administrators see every project in the workspace; a team member sees the projects they own and those shared with them as a viewer, editor or manager. A project, or one folder of it, can also be shared by a read-only link: it shows the live contents of that part of the project to anyone who has the link, without signing in (the project's name and description, its folders, and the notes, web links and file names in them, and the files themselves unless downloads are turned off for that link). It is not a copy, so what a visitor sees changes as the project changes. The person making the link chooses how long it lasts (7, 30 or 90 days, or no end date) and can turn it off at any time, and it stops working if that person is removed or suspended. We keep a log of what was opened through a link (the link was opened, an item was read, a file was downloaded) with the item's title and the time, and we count how many times it was opened; we do not record the visitor's address or device, and the page asks search engines not to list it.
Notes you send with the Feedback button: the note itself (up to 4,000 characters) and its kind (something broken, a question or an idea), the page you were on and its title, your browser, device type and screen size, any files you attach, our replies and the back-and-forth that follows. A note sent to Clayton Method is read by you and by our platform administrator, across all workspaces. A note you send to your own workspace's owner or administrators through Team Support is read by you and by them, and never by Clayton Method or by other teammates.

Accounts you connect to Clayton Method OS

You choose which outside accounts to link. Depending on what you connect, we access:

Google: Google Calendar, to read and write events; Gmail, to read and modify messages for the Inbox feature; YouTube, to upload videos to your channel; and Google Business Profile, to read and reply to your reviews. See Google user data.
Meta: the WhatsApp Business Platform; Facebook Page messages, posts and comments; and Instagram messages, posts and comments. See WhatsApp, Meta and Threads.
Threads: posting and deleting posts on your Threads profile. See WhatsApp, Meta and Threads.
Twilio: text messages (SMS) and phone calls.
Slack: notifications.
Zoom: meetings.
Stripe Connect: payments and invoices.
Square: payments and invoices.
Plaid: your bank and card accounts at banks in the United States, for the Budget area, only if you connect one. We receive the name of the bank, the name, type and last four digits of each account you choose to share, and its transactions (the date, amount, merchant or description, category, and whether it is still pending). We never receive or store your bank username or password: you sign in inside Plaid's own window. Our access is read-only, so we can't move money or change anything at your bank. What Plaid does with your information is covered by the Plaid End User Privacy Policy.
Bluesky: posting.
Pinterest: posting to your boards.
LinkedIn: posting to your personal profile.

We store the credentials and access tokens for connected accounts in our database, which is encrypted at rest, and only your workspace can reach them. Keys for messaging channels (Twilio, Meta, Threads, Slack, Bluesky, Pinterest and LinkedIn) are kept encrypted where only our servers can read them. The access token for a bank connection is kept in an encrypted vault that only our servers can read, never in your browser.

How we use your information

We use your information to:

Reply to your messages and inquiries
Schedule and confirm calls, send reminders and share meeting links
Send our newsletter, if you signed up and confirmed
Send the text messages you've agreed to receive (see Text messages)
Run Clayton Method OS for your workspace, including the connected accounts and AI features you use
Show you your budget and, if you connect a bank, bring its spending into it
Do the work you hire us for, as set out in your proposal or agreement
Keep our websites and app secure and reliable
See which pages people view and how fast they load, so we can improve them
Meet our legal, tax and accounting obligations

Text messages

This section covers Clayton Method Text Messages, our text-message program. Messages come from our business number, (817) 328-8855. The full program terms are in the Text messages section of our Terms of Service.

What we send

We send replies to your inquiries, messages to schedule and confirm consultations, appointment reminders, and project updates. We don't send marketing messages.

How you opt in

Text us. Text START, or any message, to (817) 328-8855. Our number is published on claytonmethod.com next to a disclosure about these texts, in our website footer and on our Book a Call page.
Tick the box when you book. Our booking form at https://claytonmethod.ai/book/clayton-method/discovery-call (the same form appears on our Book a Call page) has an optional box that is unticked by default. To find it, choose a date and time and select Next; the box is under the Phone field. It is for US and Canadian mobile numbers, and you can book without ticking it. It is headed “Text messages from Clayton Method (optional).” and reads: “I agree to receive text messages from Clayton Method, sent from (817) 328-8855, about my appointments, inquiries and projects at the number I entered. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is not a condition of booking or purchase.” Links to our Terms of Service and this Privacy Policy appear beside it.

Right after you opt in (for a paid booking, once the payment goes through), we text you a confirmation. If you texted us first, it reads: “Clayton Method: Thanks for texting us! You'll get texts about your inquiry, appointments and projects. Msg frequency varies. Msg & data rates may apply. Reply HELP for help, STOP to opt out.” If you ticked the box when booking, it opens with “You're signed up for texts.” instead.

Frequency and cost

Message frequency varies. Message and data rates may apply.

Opting out and getting help

Reply STOP at any time to opt out. STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT, REVOKE and OPTOUT also work. You can also tell us in your own words, for example “Please stop texting me”, and we will stop.
Reply HELP (or INFO) for help. You can also reach us at info@claytonmethod.com or (817) 328-8855.
Reply START to opt back in. After you opt out, ticking the box on our booking form does not sign you back up; only texting START (or YES or UNSTOP) does.

Wireless carriers are not liable for delayed or undelivered messages. Consent is not a condition of booking or purchase.

What we collect and how we use it

When you opt in, we keep your mobile number, your consent to receive texts and the messages we exchange. When you tick the box on our booking form, we also record the date and time, your IP address, your browser details and the wording you agreed to, as the record of your consent. We use them to send the texts described above, to reply to you, and to honor your STOP and HELP requests.

We do not share, sell, or provide your mobile phone number or messaging consent data to third parties or affiliates for marketing or promotional purposes.

WhatsApp, Meta and Threads

Our business number, (817) 328-8855, is also on WhatsApp through Meta's WhatsApp Business Platform. If you message us there, your messages reach us through Meta, and we reply the same way. We receive your messages and the phone number you message from. We don't sell your number or your messages, and we don't share them for marketing.

If you connect Meta accounts to Clayton Method OS

If you choose to connect them, Clayton Method OS links to your WhatsApp Business account, your Facebook Page and your Instagram account, so you can manage those conversations in your workspace. If you grant posting and comment permissions, we also let you publish posts to your Facebook Page and Instagram account from the Social Planner, and read and reply to comments and mentions on those posts on your behalf. We use this access only to provide the features you turn on, and we don't use it for advertising. Your access tokens are kept encrypted where only our servers can read them, never in your browser.

If you're a client, your business decides how your customers' messages, comments and posts are used. See Customers of businesses that use Clayton Method OS.

If you connect Threads

If you choose to connect your Threads profile, Clayton Method OS can read your basic profile information and, if you grant those permissions, create, publish and delete posts on your Threads profile from the Social Planner, at your direction. We don't read your Threads messages, and we don't use this access for advertising. Your access token is kept encrypted where only our servers can read it, never in your browser. You can remove this access, or manage what you've granted, from Website permissions under Account settings in the Threads app.

Meta's policies

Your use of WhatsApp, Facebook, Instagram and Threads is also covered by Meta's own policies, including the Meta Privacy Policy and the WhatsApp Privacy Policy.

To remove Clayton Method's access or ask us to delete your data, follow the steps in How to delete your data.

Google user data

This section applies if you connect a Google account to Clayton Method OS. We access Google data only after you choose to connect and approve access on Google's consent screen.

What we access

Google Calendar events. We read and write events on your calendar.
Gmail messages. We read and modify your messages for the Inbox feature.
YouTube channel and video data. We read your channel information and upload videos and Shorts you create in the Social Planner.

Why we access it

We use Google data only to run the features you connect it for, at your request: showing and managing your calendar and inbox, publishing videos to your YouTube channel, and running the AI features you choose to use, such as drafting a reply.

How we store and protect it

Your Google access tokens are stored in our database, which is encrypted at rest, and only your workspace can reach them. Google data we keep is stored in your Clayton Method OS workspace in our database, which runs on Supabase. It travels over HTTPS. Access controls enforced in the database (row-level security) keep each workspace's data separate, and staff access is limited.

We don't sell Google user data, and we don't transfer it to advertising platforms, data brokers or information resellers.
We don't use it to serve ads, including retargeted, personalized or interest-based ads.
We don't use it to develop, improve or train generalized AI or machine-learning models.
We don't use it to determine credit-worthiness or for lending.
We transfer it only as needed to provide the features you use, and only to the service providers that help run them, such as our hosting and database providers (Vercel and Supabase).
If you turn on automatic meeting recording, your Google Calendar is shared with Recall.ai, our meeting-recording provider, so its notetaker can join the meetings you choose to record.
If you share a meeting, anyone who has its private link can watch the recording and read the notes and transcript, without signing in, until the link expires after 30 days or you turn it off. If you email the link from Clayton Method OS, the address you type is used to send that email and is kept with the link.
If you turn on an automatic email reply, we use your connected Gmail to send the message you wrote to people who email that inbox, once each. We keep a record of who was answered, so no one gets it twice.
When you use an AI feature on Google data, the relevant content is sent to the AI provider that produces the result: Anthropic, or OpenAI or Google if you or your workspace added a key for them in Chat. It is never sent to Perplexity. For example, if you ask for a draft reply to an email, that email's content is sent to Anthropic. Anthropic's commercial terms do not permit it to train its models on that content.
We may also transfer it when needed for security, such as investigating abuse, or to comply with the law.
We would transfer it as part of a merger, acquisition or sale of our business only after getting your explicit consent.

Who can read it

No one at Clayton Method reads your Google data unless:

you give us permission for specific data;
it's needed for security, such as investigating abuse;
it's needed to comply with the law; or
it has been aggregated and anonymized and is used for our internal operations.

Clayton Method's use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

Removing access

You can remove Clayton Method OS's access at any time at https://myaccount.google.com/permissions. To delete Google data we already hold, follow the steps in How to delete your data.

AI features

Clayton Method OS includes AI features for drafting replies, summarizing email conversations and meetings, rewriting drafts, AI agents and content suggestions. AI in email is off for a workspace until its owner turns it on, and it never sends, deletes or changes an email by itself. When an AI feature runs, we send the content it needs to Anthropic, our AI provider, to produce the result. In Chat, a workspace can add its own OpenAI key to use OpenAI's models instead; if it does, the content it sends through Chat goes to OpenAI rather than Anthropic. A workspace can likewise add its own Google key, to use Google's Gemini models, or its own Perplexity key, and a workspace owner can give a person their own key; then that person's Chat content goes to the provider whose key they use. Perplexity answers from the live web and is sent only the words you type to it in that chat, and its own earlier answers there: never your clients, meetings, email, projects, memory, instructions or attached files, and none of the answers other models gave earlier in the same chat. In Chat you can also attach images and PDFs; they are sent to the AI provider with your message and kept privately in your workspace until you delete that chat. In Chat, Claude can also read the events you host and who registered for them, to answer your questions, and can propose actions such as publishing an event, cancelling it, emailing people about it or refunding a payment; nothing happens until you approve each one, and refunds only the workspace owner can approve. In Chat you can also ask Claude to remember short notes for later chats; they are stored in your workspace, are visible only to you, are sent to the AI provider along with your later chats, and you can view and delete them at any time. If a workspace owner turns on search by meaning, the text of the workspace's meeting transcripts and summaries, client messages and email from the last year (not bulk or marketing mail) is sent to OpenAI, using the workspace's own OpenAI key, to build a private search index kept in the workspace, and each question that uses it is sent to OpenAI too; turning it off deletes the index. On the Home dashboard, a brain dump sends the text you type or paste to Anthropic, which sorts it into proposed action items, things you are waiting on and decisions; you review the result and nothing is added until you confirm it.

If a workspace has teammates, its owner decides which parts of the workspace each person can use, and a person sees nothing that has not been given to them. A personal mailbox, and the texts and calls on a person's own phone number, can be read only by that person: not by the workspace owner and not by an administrator. AI follows the same rule. Chat, search by meaning and the automatic email features reach only what the person using them can see, and never another person's personal mailbox, chats or notes; email from a personal mailbox is searchable only by its owner. A chat is private to the person who started it. If you share a chat, we make a read-only copy of its text messages as they are at that moment, with the chat's title (no attachments, records or links into the app); anyone who has the link can read that copy without signing in until it expires after 30 days or you turn it off, and you can turn it off at any time. A chat has one open link at a time, and making a new link turns the old one off. We count how many times a link has been opened; we do not record who opened it, and the page asks search engines not to list it. After a link expires or is turned off it can no longer be opened, but the copy stays in your workspace until you delete the chat, which deletes its copies too. Check a chat before you share it: everything you and Claude wrote in it is in the copy. In email, each mailbox has two switches, both off until they are turned on, and AI in email must also be on for the workspace. The first lets Claude write a draft reply to mail that arrives after the switch is turned on; the second lets Claude read that mail to find action items and things you are waiting on. Only new mail is read: nothing that arrived before the switch was turned on, nothing more than two days old when it is looked at, and, for action items, no newsletters or mailing lists. The content of each email it reads is sent to the AI provider. A draft is saved in that mailbox's Drafts in Clayton Method OS for you to read, change and send yourself; nothing is ever sent for you. An action item goes into the workspace's Action Items together with a short quote from the email that supports it, so everyone in the workspace who can see Action Items can see it; the ones Claude is unsure of are marked as suggestions for you to review. For that reason finding action items is available only for a shared mailbox, not for a personal one. A shared mailbox's switches are the workspace owner's to turn on; a personal mailbox's are its person's alone, and nobody else can turn them on, read what they produce or see the mailbox. Turning a switch off stops it at once. Demo mode, which a person can turn on in Account Settings, shows a made-up business in place of their own, in every section, so the product can be shown without showing real clients; while it is on, nothing is saved or sent, and their own records are not shown.

Your budget is not sent to an AI provider unless you turn on “Let Claude read this budget” in the Budget area. It is off until you turn it on, it applies to you alone (it never lets anyone else, including a workspace owner, read your budget), and you can turn it off at any time. When it is on and you ask Chat about your budget, Chat looks the figures up through your own sign-in and our app works out every total itself. What goes to the AI provider is what it needs to answer you: the names of your categories and groups, planned and spent amounts, merchant names and dates from the entries it looks at, and your question. Your chats, including those answers, are visible only to you.

The AI Workforce, in the Agents area, lets a workspace owner set up AI employees that do a task on a schedule with nobody watching, for example a weekday morning brief. Each one only looks at the parts of the workspace the owner has allowed it to look at, never the Budget, and what it looks at on a run (for example client records, meetings, tasks or the calendar) is sent to Anthropic, using the workspace's own AI key where one is set, to write the result. Its results are kept in the workspace as a record of each run: what it was asked, the steps it took, what it looked at, its answer, how long it took and what it cost. An AI employee never sends anything to anyone. It can propose adding action items or a note on a client, and nothing is added until the workspace owner approves it, unless the owner has set that workflow to add them automatically; anything left undecided for 30 days is declined. The owner can pause the whole Workforce, stop any run, and set a daily spending limit, and every change to the Workforce is recorded in a log with who made it. We email the workspace owner a short note when a scheduled run finishes, needs approval or fails.

In Opportunities, Claude can write a short brief about a deal and draft a follow-up email. It is shown that deal's records (what was sent, signed or paid, and what is waiting) and, only if the workspace owner has turned on AI in email, the latest message and email subjects from that client; this is sent to Anthropic, using the workspace's own AI key where one is set. A brief is kept on the deal, and a drafted follow-up is shown to you and is not kept. Claude never sends, moves, wins, loses or changes anything in a deal: it only writes text for you to read, and we check what it writes against the deal's records before showing it. Separately, without any AI, a workspace owner can turn on automatic updates and a daily check: when a proposal, estimate, contract or invoice is sent, or a contract is signed or a payment arrives, the app records it in the deal's history and may move the deal forward, never to Won or Lost. The daily check may also suggest starting a deal when a proposal, contract, estimate or invoice goes to someone with no open deal, or when a recent meeting's notes list a proposal, quote or contract to send; nothing is created until the owner agrees. If the owner turns it on, a weekday-morning email to the workspace owner's own address lists what the check found needs attention (deal names and short facts from your records); it is sent through our email provider, and only on a morning when something needs attention. In Insights, when you ask Claude about your business, the figures the Insights page shows (money collected, the pipeline, what changed, what needs attention and where contacts came from) are sent to the AI provider you chose so it can write the answer; for the workspace owner, and only if they have allowed Claude to read their Budget, that also includes business cash in, spending and the estimated operating result taken from their connected bank accounts. The app calculates every figure, Claude only explains them, and it never changes anything. Anthropic's and OpenAI's commercial terms do not permit them to train their models on that content. When an AI feature works with Google data, the rules in Google user data also apply.

We never sell your personal information, and we don't use it for targeted advertising. We share it only in the situations below. Google user data follows the stricter rules in Google user data.

Service providers

These companies help us run our websites and Clayton Method OS. We share information with them only as needed for the service each one provides.

Vercel for hosting, and for measuring visits and page speed
Supabase for our database, sign-in and file storage
Resend for email delivery
Twilio for text messages (SMS)
Meta for WhatsApp messaging; Facebook Page and Instagram messaging, posting and comments; and Threads posting
Google for Google Calendar, Gmail, YouTube and Google Business Profile when you connect them, and for Google Fonts on claytonmethod.com
Stripe for payments (see the Stripe Privacy Policy)
Square for payments, if you connect it
Plaid for connecting your bank and card accounts and reading their transactions, if you connect one (see the Plaid End User Privacy Policy)
Zoom and Recall.ai for meetings, recordings and transcripts
Anthropic, and OpenAI, Google (Gemini) or Perplexity if your workspace or a person adds their own key, for AI features
Slack for notifications, if you connect it
LinkedIn for posting, if you connect it
Pinterest for posting, if you connect it

Accounts you connect

When you connect an outside account to Clayton Method OS, such as Google, Meta, Threads, Twilio, Slack, Zoom, Stripe, Square, Plaid, LinkedIn, Pinterest or Bluesky, information passes between that service and your workspace at your direction. That service's own privacy policy covers what it does with it.

With your permission

We share information in other ways only when you ask us to or agree to it.

Legal reasons

We may share information when the law requires it, such as to answer a valid legal request, or when it's needed to protect the safety, rights or property of our clients, the public or Clayton Method.

If our business changes hands

If Clayton Method is merged, sold or reorganized, information may be transferred to the new owner as part of that deal. Google user data would move only with your explicit consent.

Text-message data

We do not share, sell, or provide your mobile phone number or messaging consent data to third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as the providers that deliver and store our text messages (Twilio and Supabase), is permitted. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Customers of businesses that use Clayton Method OS

Businesses use Clayton Method OS to work with their own customers. When a business adds or connects its customers' information, such as contacts, messages, bookings, meetings, payments and survey responses, that business decides what is collected and how it's used. We process that information on the business's behalf and follow its instructions.

This includes booking pages and surveys a business publishes through Clayton Method OS, and texts, WhatsApp and other messages it sends through the accounts it connects. Those messages come from the business, not from our text-message program.

Marketing emails a business sends through Clayton Method OS can include a tiny image and tracked links, so the business can see whether each recipient opened the email and which links they clicked. Tracking is on by default and the business can turn it off for any email. We record these opens and clicks for the business, not for ourselves, and every marketing email carries an unsubscribe link.

We also measure visits to the pages a business publishes through Clayton Method OS. We do that for ourselves, not for the business. See Visits and page speed.

If you're a customer of one of these businesses, please contact that business first with questions or requests about your information.

Visits and page speed

claytonmethod.com and Clayton Method OS, including the booking calendar on our Book a Call page, use two tools from our host, Vercel. Vercel Web Analytics shows us which pages people view. Vercel Speed Insights shows us how fast those pages load. Each time you view a page, they record details such as:

The page and the time you viewed it
The website you came from, if any
Your approximate location, such as your country and city
Your browser, operating system and type of device
How fast the page loaded and responded, and your connection speed, such as 4GVercel works out your approximate location from your IP address, but it doesn't store your IP address with these records. These tools don't use cookies. Instead, Vercel tells visitors apart with a code made from your browser's request. It discards that code after 24 hours, but it keeps the records themselves longer. See How long we keep information.

We see the results only as totals, and we use them to improve our pages and keep them fast. We don't use them for advertising, and they don't follow you from site to site.

These tools also run on the pages businesses publish through Clayton Method OS, such as their booking pages, surveys and link pages. We measure those visits for ourselves, to keep Clayton Method OS working well. The business doesn't choose this, and it doesn't see what these tools record.

We trim the address of each page you view before these tools send it. We keep the page itself and any campaign tags (the utm_ tags that show which campaign or link brought you), and drop everything else. In Clayton Method OS, we also replace the private code in personal links, such as a link to manage your booking or sign a document, with a placeholder.

Cookies

claytonmethod.com doesn't set advertising or analytics cookies. The embedded booking calendar doesn't set tracking cookies either. Our site loads fonts from Google Fonts. Our site sets no cookies for that, but Google receives your IP address when your browser fetches the fonts.

Clayton Method OS (claytonmethod.ai) uses strictly necessary cookies to keep you signed in. It doesn't use advertising cookies.

We measure visits and page speed on claytonmethod.com and in Clayton Method OS without cookies. See Visits and page speed.

For details, see our Cookie Policy.

How long we keep information

We keep personal information only as long as we need it for the reasons in this policy, or as long as the law requires.

Messages, contact-form emails and bookings: as long as we need them to reply, follow up and keep a record of our work together.
Newsletter: you stay on our mailing list until you unsubscribe.
Visit and page-speed records: Vercel keeps visit records for 12 months on our plan and says it may keep them longer. It doesn't publish a set period for page-speed records.
Clayton Method OS workspaces: while the workspace is active, or until the client asks us to delete it.
Your budget: until you delete it. You can delete any of it in the Budget area, and download a copy of all of it there.
AI Workforce runs, their logs and the log of changes: kept as the record of what your AI employees did, while the workspace is active or until the client asks us to delete it. Proposals nobody decides on are declined after 30 days.
Time records: while the workspace is active or until the client asks us to delete it. An entry that is removed is hidden from every total but kept on record, together with the log of changes to weeks that were sent in or approved.
Messages between teammates: until both people have removed their own copy, and then we delete the message. The other person keeps theirs until they remove it.
The log of changes to the team and its settings: kept as a record and never edited or deleted, while the workspace is active or until the client asks us to delete it.
Project links and what was opened through them: a link stops opening when it ends or is turned off, but the link and its log stay with the project until the project is deleted, which deletes them too.
Feedback notes, replies and attached files: while the workspace is active or until the client asks us to delete it.
Bank connections: until you remove the bank. When you remove one, Plaid's access to it is revoked and we delete its saved access token. The entries it brought in stay in your budget as history unless you choose to delete them too. Plaid keeps its own records under its own policy.
Invoices, tax records and other records the law requires: as long as the law requires.

When you ask us to delete your data, we do it within 30 days, except for records the law requires us to keep.

How we protect information

We protect information with:

HTTPS everywhere, so data is encrypted as it travels.
Per-workspace access controls enforced in the database (row-level security), so each Clayton Method OS workspace can reach only its own data.
Encrypted storage for connected-account credentials and tokens. Keys for messaging channels are kept encrypted where only our servers can read them.
Sign-in handled by Supabase Auth, with optional two-step sign-in (a six-digit code from an authenticator app). It must be turned on before you can connect a bank.
Bank connections that are read-only, with the saved access token in an encrypted vault that only our servers can read.
Limited staff access.

No system is perfectly secure. If a security incident affects your information, we'll notify you as the law requires.

Your rights and choices

You can ask us to:

See the personal information we hold about you.
Correct anything that's wrong.
Delete your information. See How to delete your data.

You can also:

Stop newsletter emails at any time with the unsubscribe link in any newsletter, or by emailing us.
Stop text messages by replying STOP.
Remove access to your Google or Meta accounts through their settings. See How to delete your data.
Remove a connected bank at any time in the Budget area, or in Plaid's portal at my.plaid.com.

To make a request, email info@claytonmethod.com or call (817) 328-8855. We may ask you to confirm your identity before we act on it. Depending on where you live, you may have more rights under local privacy laws, and we'll honor them as those laws require.

How to delete your data

You can ask us to delete your personal data at any time. Here's how.

Email us

Email info@claytonmethod.com with the subject line Delete my data.
Include the email address or phone number you used with us, so we can find your records.
We'll confirm your request and delete your data within 30 days. The only exceptions are records the law requires us to keep, such as invoices and tax records.

If you connected Facebook, Instagram or WhatsApp

In Facebook, go to Settings & privacy → Settings, then open Apps and websites or Business integrations.
Remove Clayton Method.
Email us as described above so we can delete the data we already hold.

If you connected Threads

In the Threads app, go to your profile menu → Settings → More settings → Website permissions, then open Active.
Remove Clayton Method.
Email us as described above so we can delete the data we already hold.

If you connected a bank

In the Budget area, choose Remove on the bank. Plaid's access to it is revoked and we delete its saved access token. You are asked whether to keep or delete the entries it brought in.
You can also manage or remove the connection in Plaid's portal at https://my.plaid.com.
To delete your whole budget, delete it in the Budget area, or email us as described above.

If you connected Google

Go to https://myaccount.google.com/permissions and remove Clayton Method's access.
Email us as described above so we can delete the data we already hold.

If your information is in Clayton Method OS because you're a customer of one of our clients, please contact that business first. See Customers of businesses that use Clayton Method OS.

Children's privacy

Our websites and services are meant for businesses and the adults who run them. They're not directed to children, and we don't knowingly collect personal information from children under 13. If you think a child has given us personal information, contact us and we'll delete it.

Changes to this policy

We may update this policy as our services change. When we do, we'll post the new version on this page and update the date at the top. If a change significantly affects how we handle your information, we'll let clients know by email.

This version took effect on September 30, 2026.

Contact us

Questions about this policy or your information? Get in touch.

Email: info@claytonmethod.com
Phone or text: (817) 328-8855

Stargazers Unite LLC, doing business as Clayton Method, Plano, Texas, USA