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Your information in Sophia.
What you share, how we use it, and how you can delete it.
Why we use your data
We use your answers, links, and files to check your business. We also use them to help you with that check. The Yard Desk team may read them. Giving your phone or email does not let us send you offers. You choose if you want us to write about your next steps.
Who stores and uses your data
Vercel stores your answers, files, report, and feedback in private storage. The form names the AI that will make your report: Anthropic Claude or Google Gemini. We use only the one you agree to. We do not switch to the other one on our own. We ask for your okay before we send it your data. These firms have their own rules for data use. Those rules and the type of account may affect what they keep and how they use it. We do not promise that they never keep your data or use it for other needs.
What you can share
Only share data you have the right to use. Leave out what you do not know or do not want to share. Hide client names, phone numbers, and addresses if we do not need them. This also applies to photos of texts, prices, and notes. Do not upload passwords, card details, ID papers, or full bank records. Do not share other people’s private details that are not needed. If an audio file must stay on your phone or computer, do not upload it. Write the useful points from it. You can only upload audio when the form allows it. If it does not, paste a transcript or speak using your phone keyboard. Read and fix the text before sending it.
Your site and social pages
We may try to read the public pages you share. We do not sign in to your accounts or ask for passwords. We do not change your pages. Some pages block us from reading them. The report should say what we could read and what was missing.
You choose if you help us improve
You can let us use what we learn to improve Yard Desk and build more tools. For that use, we leave out details that show who you are. This choice does not let us publish your audio, photos, client data, or your comments. If you say no, you get the same report.
The separate after-report choice
You can ask Yard Desk or Sophia to email or text you. This would be about a day after your report, to ask if you need help with your steps. If you choose later, we count from that choice. We may use AI and discuss paid help if it fits. This is a separate choice. Saying no does not change your free report. We save your choice, the phone or email you chose, the date, and the version of the permission. We do not sell or share your phone or permission so other firms can send you offers. You can choose no follow-up at the last step and save the change. Deleting your data also removes this choice. Automatic sending for this choice is not connected yet.
Optional text help while you fill out the form
If text help appears, you can ask Sophia, Yard Desk’s AI helper, for support. This has its own permission. To confirm your phone, you send START with the code shown on the page. Making a code does not send a message. The permission covers form help, one check-in if you pause, and replies in the chat. Sophia may explain future paid help. You do not have to buy, and your free report stays the same. Twilio handles the texts and Anthropic Claude helps write replies. Yard Desk stores the texts, confirmed phone, language, time zone, and whether the form is in progress, has a report, or was deleted. The team may review the chat. This support does not read your answers, files, or report. It knows what you tell it by text and that form stage. It does not save answers you have not sent. Use the button to stop text help or reply STOP. Reply HELP if you need help. That button does not change your other form choices. We do not sell or share your phone or permission so other firms can send you offers.
You choose if you want sales emails
This is a separate choice. If you say yes, Yard Desk may email you news and offers. It does not allow us to send automatic texts. You can open your answers and change this choice at the last step. Save the change. Sales emails should have a way to stop them.
How to save, return, and delete
We send your answers when you choose to save or ask for the report. Before that, your changes stay on this page. We keep saved data until you delete it. To come back, use the same browser, such as Chrome or Safari. It saves a small key, called a cookie, that opens your report. If you clear cookies or use a new browser, you may lose access. That does not delete your saved data. Someone else who uses this browser may see your report, even if you close the page. We do not email a link to come back. Use the button to delete your data on the report page. Wait for the page to say it was deleted.
What we learn from this test
We save your feedback and whether the report worked. This helps us see what needs to improve. These pages do not use ad trackers. They do not send your answers to ad tools. To use what we learn to build products, we need your separate okay.
What you get for free
You get a first look at your business with the data you share. It does not check every part of the business or promise results. If the AI is not ready, you can save your answers. That does not ask a person to review them. You do not need a card. This test does not charge you, start a paid plan, or turn on ads or other services. It does not yet reply to your clients, send them texts, or book visits.
Updated September 5, 2026.