Roots & Technology – Opt-In Messaging Privacy Policy

At Roots & Technology (“Roots & Technology,” “Company,” “we,” “us,” or “our”), we are committed to protecting your privacy and maintaining transparency in how we communicate with our customers. This Opt-In Messaging Privacy Policy explains how we collect, use, and manage your consent to receive SMS (text) or other electronic communications through online or written form submissions.

1. Overview of SMS and Electronic Communications

Upon providing express written consent via form submission, customers may receive automated SMS or electronic messages directly related to the services we provide. These non-marketing messages may include, but are not limited to:

• Project Status Updates
• Service Notifications
• Billing or Payment Confirmations and Reminders
• Account or Support Notifications

We will be sending automated messages to keep our customers informed about their active projects, invoices, scheduled calls, and service updates.
No marketing or promotional messages will be sent without additional, separate express written consent.

2. Obtaining Your Consent via Form Submission

Before sending any SMS or electronic messages, we will collect your express written consent through a clearly worded opt-in checkbox or field as part of an online or paper form.

To be valid, the opt-in form will:

• Clearly state the types of messages you will receive
• Notify you that message and data rates may apply depending on your mobile plan
• Provide a clear opt-in mechanism, such as:
  [ ] I agree to receive SMS and electronic communications from Roots & Technology regarding project updates, service notifications, billing reminders, and account support. Message and data rates may apply. I understand I can opt out at any time by replying STOP or by contacting the company directly.
  Once submitted, your consent will be securely stored in our CRM or database along with:
• Your full name
• Mobile number or contact information
• Date and time of submission
• IP address or other identifying metadata (if collected online)

3. Opt-Out Instructions

You may revoke your consent and stop receiving SMS or electronic messages at any time by:
• Replying “STOP” to any received SMS message
• Contacting our office to request removal from our communications list
Upon opt-out, your mobile number will be promptly removed from our active SMS list unless new consent is provided.
For additional help, you may reply “HELP” to any SMS or contact us directly at [Insert Company Contact Info].

4. Data Privacy and Use

Your mobile number and consent information are stored securely and used exclusively for the purposes outlined in this policy. We do not share, sell, or rent your mobile number or messaging preferences to third parties.

Our messaging practices comply with all applicable regulations, including:

• Telephone Consumer Protection Act (TCPA)
• CTIA Messaging Principles and Best Practices

5. Record Retention and Compliance

We retain all opt-in and opt-out records, including form submissions, for a minimum of four (4) years to ensure compliance with applicable legal and regulatory requirements.
All Company staff handling customer information and communication preferences are trained in data protection and privacy compliance practices.