This document was generated for Sheridan Bay LLC, operating as The Halo Crest and should be reviewed by a licensed attorney in Florida before being relied upon.
Privacy Policy
The Halo Crest is a B2B digital marketing agency for permanent and holiday lighting installers. We collect only the information needed to deliver services, manage campaigns, process billing, support clients, and operate approved inbox/reactivation workflows. We do not sell homeowner lead data or use client/homeowner data to train third-party AI models.
Who we are
Sheridan Bay LLC, operating as The Halo Crest, 4300 N University Dr, Sunrise, FL 33351. Website: https://thehalocrest.com. Email: hazan@thehalocrest.com. Phone: (954) 613-1080.
Information we collect
- Client business information: names, emails, phone numbers, business names, websites, service territories, goals, and campaign details.
- Billing information: Stripe customer, invoice, payment, and subscription metadata. We do not directly store full card numbers.
- Lead/prospect information handled for clients: homeowner names, contact details, ZIP codes, project details, appointment status, and consultation notes.
- Advertising data from Meta and Google Ads accounts.
- OAuth-authorized inbox and message data from Gmail, WhatsApp Business, and SMS systems when a client enables AI Inbox Reactivation.
How we use information
We use data to deliver marketing services, manage ads, run landing pages, track lead quality, process payments, provide support, operate the 90/90 Pipeline Guarantee, surface missed opportunities, draft client-approved follow-up, and improve internal delivery.
Legal basis
Where required, we process data under contract, legitimate interest, consent, and legal obligation.
Inbox Integration & AI Processing
With client authorization via secure OAuth or approved APIs, our AI-assisted workflows may review relevant business communications to surface missed inquiries, old estimates, unanswered leads, and follow-up opportunities. AI may draft messages in the client’s voice, but the client approves every message before it sends.
The AI does not receive raw passwords, scrape credentials, sell homeowner data, send without approval, or use homeowner data to train third-party AI models.
Sub-processors
- Stripe — payments and subscriptions
- GoHighLevel — CRM, pipeline, automations, and lead management
- Meta — ads, lead forms, and campaign delivery
- Google — Google Ads, OAuth, Gmail integration, analytics, and related services
- OpenAI and/or Anthropic — AI drafting, classification, and workflow support
- Twilio — SMS infrastructure
- Cal.com — scheduling
- Cloudflare — hosting, DNS, security, and performance
Cookies
We may use functional, analytics, and advertising cookies, including Google Analytics 4 and Meta Pixel. See our Cookie Policy.
Data retention
We generally retain active client data during the service relationship and up to 24 months after termination unless a longer period is needed for tax, legal, compliance, fraud-prevention, or dispute reasons.
Your rights
Depending on your location, you may request access, correction, deletion, portability, objection, opt-out, and “Do Not Sell or Share” handling. We do not sell homeowner lead data. Email hazan@thehalocrest.com.
Security
We use reasonable safeguards including HTTPS/TLS, access controls, least privilege, OAuth where available, restricted internal access, and reputable vendors.
Children
This is a B2B service and is not directed to minors.
Contact
Sheridan Bay LLC, operating as The Halo Crest, 4300 N University Dr, Sunrise, FL 33351 · hazan@thehalocrest.com · (954) 613-1080