Privacy Policy

Bespoke Undertakings, LLC respects your privacy and is committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data.

Information We Collect

We collect information you provide when you contact us, request services, or use our website. This may include:

• Name and contact information (email, phone number, address)
• Service details and preferences
• Communication history with our team
• Payment information when you engage our services

How We Use Your Information

We use your information to:

• Provide and improve our services
• Communicate with you about your project
• Send appointment reminders and service updates
• Process payments and maintain records
• Comply with legal obligations

SMS and Text Messaging

By providing your phone number and opting in, you consent to receive SMS communications from Bespoke Undertakings.

This includes appointment reminders, service updates, and project notifications. Message frequency varies based on your service needs.

Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for assistance.

We do not share your phone number with third parties for marketing purposes. For complete SMS terms, please see our SMS Policy.

Call Recording and Transcription

We record and transcribe phone calls for quality assurance, training, and record-keeping purposes.

When you call us, you will hear an automated message informing you that the call may be recorded. By remaining on the line after hearing this disclosure, you consent to the recording and transcription of the call.

For outgoing calls we place to you, please be aware that those calls may also be recorded and transcribed. We make reasonable efforts to inform you at the beginning of the call.

Call recordings and transcriptions are:

• Stored securely and treated as confidential
• Used only for legitimate business purposes, including service quality, staff training, and maintaining accurate records of your service arrangements
• Retained in accordance with our data retention practices and applicable legal requirements
• Accessible only to authorized personnel

Our phone system is provided by Dialpad, Inc. For information on how Dialpad processes call data, please see the Dialpad Privacy Policy.

If you do not wish to be recorded, please inform us at the beginning of the call, and we will make alternative arrangements to communicate with you.

Information Sharing

We do not sell your personal information. We may share information with:

• Service providers who assist our operations (payment processors, communication platforms)
• Cemeteries, memorial providers, and other partners necessary to fulfill your service requests
• Legal authorities when required by law

Third-Party Service Providers

We utilize trusted third-party service providers to facilitate our business operations. These providers may collect, process, or store information on our behalf and are bound by their own privacy policies:

• Dialpad, Inc.: Business phone and SMS communications. Dialpad Privacy Policy
• Dubsado, Inc.: Client relationship management, contracts, scheduling, and invoicing. Dubsado Privacy Policy
• Stripe, Inc.: Secure payment processing. Stripe collects payment card information directly and does not share full card details with us. Stripe Privacy Policy
• Tukios, Inc.: Tukios may be used to power tribute pages and memorial content services. Tukios Privacy Policy

When you interact with these services through our platform, your use is governed by their respective privacy policies in addition to this policy.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your experience, analyze site performance, and support our operations. A cookie is a small data file stored on your device when you visit a website.

Types of cookies we use:

• Essential cookies: Required for basic site functionality, security, and fraud prevention
• Analytics cookies: Help us understand how visitors interact with our website so we can improve our services
• Functional cookies: Remember your preferences and settings

Third-party services that may set cookies:

• Google Analytics: Website traffic analysis. Google Privacy Policy
• Cloudflare: Security, performance, and content delivery. Cloudflare Privacy Policy
• Webflow: Website hosting and functionality. Webflow Privacy Policy
• Microsoft 365: Email communications. Microsoft Privacy Statement

Most web browsers allow you to control cookies through their settings. You may disable cookies, but this may affect the functionality of our website.

Data Security

We implement appropriate security measures to protect your personal information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, or as required by law. Our general retention periods are:

• Client service records: 7 years after completion of services (to comply with Texas recordkeeping requirements)
• Financial and payment records: 7 years (for tax and accounting purposes)
• Communication records: 3 years (including call recordings, emails, and text messages)
• Website analytics data: 26 months
• Marketing consent records: Duration of consent plus 3 years

When retention periods expire, we securely delete or anonymize your information.

Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information (subject to legal retention requirements)
• Opt out of marketing communications at any time

California Privacy Rights (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

• Right to Know: You may request information about the categories and specific pieces of personal information we have collected about you, the sources of that information, our purposes for collecting it, and the categories of third parties with whom we share it.
• Right to Delete: You may request that we delete personal information we have collected from you, subject to certain exceptions.
• Right to Opt-Out of Sale: We do not sell your personal information. If this changes, we will provide a "Do Not Sell My Personal Information" link.
• Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.

To exercise your California privacy rights, please contact us using the information below. We will respond to verifiable requests within 45 days.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on our website with an updated effective date.