1. Who we are
Alpine Advisory AI ("we", "us") provides AI strategy, training and rollout for founders and business leaders. This policy explains what personal information we collect, why, who we share it with, and how you can access it, correct it or complain.
We handle personal information in line with the Australian Privacy Principles.
2. What we collect
- Contact details: your name, business, role, email address and phone number.
- Engagement information: what you tell us about your business, systems and processes, and our correspondence with you.
- Meeting notes and transcripts, when we record or transcribe a call.
- Billing details needed to invoice you. Card details go straight to our payment provider. We never see them.
- Website information: see section 8.
We don't ask for sensitive information, such as health details, so please don't send it.
3. How we collect it
Mostly from you: by email or phone, when you book a call, and while we work together. During an engagement we also see information in the systems and documents you ask us to review. Sometimes we use public sources, such as your website, when it's relevant to work you've asked about. If you give us someone else's details, please make sure they know.
4. How we use it
- to reply to you and provide what you asked for;
- to deliver, manage and improve our services;
- to prepare proposals, agreements, invoices and project documents;
- to keep records and meet our legal and tax obligations; and
- to send occasional emails about our services, only if you've agreed. Every one has an unsubscribe link, or you can reply and ask to be removed.
5. Who we share it with
We don't sell personal information. We only share it with:
- Service providers that help us run the business: email, calendar and document storage, customer records, meeting transcription, AI tools, invoicing, Calendly for bookings, Google Analytics and website hosting.
- Professional advisers, such as our accountant, insurer or lawyer.
- Anyone you ask us to, or where the law requires it.
When we work inside your systems, we handle your business's data on your instructions and under our agreement with you.
6. AI tools
We use AI tools to summarise meetings, draft documents and analyse processes. For anything relating to you or your business, we use business or enterprise plans whose providers commit not to train their models on customer content.
7. Overseas storage
Most of our providers are based in the United States, and some store data in the European Union or other regions. We choose providers with appropriate data protection terms. Email us if you'd like to know which providers we use.
8. Our website
- Google Analytics measures visits to this site using cookies. It receives your IP address, device and browser details and the pages you view. We don't send it your name or email. You can block it in your browser settings or with Google's opt-out add-on.
- Calendly runs the booking calendar on our Book page and sets its own cookies.
- The AI Time Calculator runs in your browser. Your answers, including any salary figures, are not sent to us or stored. Google Analytics only records that the calculator was used and how many tasks were ticked.
- The AI readiness check and the Claude, ChatGPT and Copilot picker also run in your browser, and your answers are not sent to us or stored. Google Analytics records that you started them and your result: for the readiness check, your overall stage, the suggested first step and whether safe use scored low; for the picker, the suggested tool.
- The Stack Scorecard asks for your first name and email (and your firm, if you like) to show you your result. We store those details with your answers, including team size, client numbers and tech spend if you give them, in a private store run by Vercel in Sydney. We use them to send you your result, and to follow up about our services only if you tick the box to say yes. The scorecard doesn't use Google Analytics.
- Google Analytics also records clicks on our booking buttons and which questions you open in our FAQs.
Our site doesn't change how it works for Do Not Track signals, so please use the options above.
9. Security
We use access controls, multi-factor authentication and reputable providers, and limit access to people who need it. No system is perfectly secure. If a breach is likely to cause you serious harm, we'll tell you, and the OAIC where the law requires it.
10. How long we keep it
| What we hold | How long |
|---|---|
| Invoices and payment records | Up to 7 years. The ATO requires at least 5 |
| Engagement records, including meeting notes and transcripts | Up to 7 years after the engagement ends |
| Enquiries that don't go ahead | Up to 2 years after we last spoke |
| Stack Scorecard results | Up to 2 years after you complete it, or sooner if you ask us to delete them |
| Marketing emails | Until you unsubscribe. We then keep your address on a do-not-email list |
| Website analytics | Up to 14 months |
| Information inside your own systems | We don't keep copies beyond what's needed for the work you asked for |
After that we delete or de-identify it.
11. Access, correction and complaints
Email daniel@alpineadvisory.ai to get a copy of your information, correct it, or make a complaint. It's free, and we'll reply within 30 days. We may need to confirm who you are first.
If you're not happy with our answer, you can contact the Office of the Australian Information Commissioner at oaic.gov.au. If you're in the EU or UK, you can also ask us to delete or stop using your information, and complain to your local data protection authority.
12. Changes
When we update this policy, we change the date at the top.
Alpine Advisory AI
Email: daniel@alpineadvisory.ai