Privacy Policy
Last Updated: March 2026
1. Introduction
Sellingthesageway.ai (the “Service”) is owned and operated by Sage Sales Consulting LLC
(“we,” “us,” or “our”). We are committed to protecting the privacy of users who engage with our
AI-driven coaching platform built on the “Selling the Sage Way” methodology.
This policy explains how we collect, use, and protect your information, and describes our
relationship with Chatbase, Inc., the third-party platform that powers our AI coaching agent.
2. Our AI Infrastructure Partner: Chatbase
Our AI coaching agent is built on and powered by Chatbase, Inc. (“Chatbase”), an AI agent
platform headquartered in San Francisco, California. When you interact with our coaching
agent, your data is processed through Chatbase’s infrastructure. Chatbase acts as a data
processor on our behalf and is bound by its own privacy practices and a Data Processing
Agreement.
We encourage you to review Chatbase’s privacy policy directly at:
https://www.chatbase.co/legal/privacy
Key facts about Chatbase’s data practices relevant to your use of our Service, based on
Chatbase’s current representations as of the date above:
• Chatbase states it is GDPR and SOC 2 Type II compliant.
• All customer data is encrypted at rest and in transit using industry-standard algorithms.
• Chatbase’s infrastructure runs on AWS (us-east-1), managed via Supabase and Vercel.
• According to Chatbase, it does not use customer data to train AI models.
Chatbase uses Retrieval-Augmented Generation (RAG) to generate responses without
using your inputs for model training.
• Chatbase’s sub-processor list is publicly available at
https://trust.chatbase.co/subprocessors.
• As of the date of this policy, Chatbase represents that it has received zero government
requests for user information since its founding. Please refer to Chatbase’s own privacy
policy and transparency reporting for current information.
3. Information We Collect
To provide effective sales coaching based on the “Selling the Sage Way” methodology, we
collect:
• Account Information: Name, email address, and phone number.
• Interaction Data: Chat transcripts and records of which modules (e.g., The Decision
Gameplan, Peel the Onion) are accessed.
• Coaching Inputs: Text prompts, sales scenarios, or uploaded documents (e.g.,
discovery notes) that you provide to the AI coaching agent.
• Technical Data: IP addresses, browser type, and usage patterns via our website and
the Chatbase platform.
4. How We Use Your Information
We use your data to:
• Provide Coaching: Deliver personalized sales advice and feedback through the AI
agent.
• Improve the Service: Analyze anonymized interaction trends to refine our AI’s
responses and coaching logic.
• Communication: Send service-related updates regarding your account or new
features within the Selling the Sage Way framework. We may also send promotional or
marketing communications where you have provided your consent or where otherwise
permitted by applicable law. We may also send promotional or marketing
communications where you have provided your consent or where otherwise permitted by
applicable law.
• Compliance: Ensure the security of our platform and meet legal obligations.
5. AI Data Handling & Training
We respect the proprietary nature of your sales strategies and client information.
• No LLM Training: We do not use your specific, identifiable coaching inputs to train
generalized third-party Large Language Models. Chatbase, our AI infrastructure
provider, independently confirms this commitment: it does not use customer data to train
AI models, and uses Retrieval-Augmented Generation (RAG) to generate responses
instead.
• Contextual Memory: The AI agent may retain context from earlier in your current
session to provide coherent, relevant advice. Session data is siloed to your account.
Post-session, chat history is retained per the data retention terms described in Section 8
below.
• Google Workspace APIs: If you connect any Google Workspace tools, data accessed
through those APIs is used solely to provide requested features and is not used to train
AI or ML models, consistent with Chatbase’s Google Workspace API policy.
6. Sharing of Information
We do not sell your personal or professional data. We only share information with:
• Chatbase, Inc.: As our AI infrastructure provider, Chatbase processes data on our
behalf as a data processor. Chatbase’s full sub-processor list is available at
https://trust.chatbase.co/subprocessors.
• Other Service Providers: Third-party vendors who assist with website hosting, payment
processing, and platform operations, solely to the extent necessary to deliver the
Service.
• Legal Necessity: If required by law, court order, or to protect the rights, property, or
safety of Sage Sales Consulting LLC and our users.
7. Cookies and Tracking Technologies
Our website and the Chatbase platform use cookies and similar tracking technologies, including
for analytics (e.g., Google Analytics) and platform functionality. We use Google Analytics to
understand usage patterns on our website. Google may process data collected through Google
Analytics on servers located in the United States. For more information on how Google uses
data, visit https://policies.google.com/privacy. Chatbase’s full cookie policy is available at:
https://www.chatbase.co/legal/cookie-policy
You may configure your browser to block or alert you about cookies, though this may affect
certain platform features. Where required by applicable law, we will request your consent before
placing non-essential cookies. Our Service honors Global Privacy Control (GPC) signals. When
we detect a GPC signal from your browser, we treat it as a valid opt-out request for any sale or
sharing of personal information, as required by applicable state privacy laws.
8. Data Storage and Retention
Your data is stored on servers located in the United States. Chatbase’s infrastructure runs on
AWS (us-east-1). By using the Service, you acknowledge that your personal information will be
processed in the United States.
We retain your data for the duration of your account relationship with us and for a reasonable
period thereafter for legitimate operational, analytical, and legal compliance purposes. Chatbase
retains service data for the duration of the customer’s business relationship and a period
following termination, consistent with its privacy policy.
All personal data we control may be deleted upon a verified request. See Section 10 (Your
Rights and Choices) for how to submit a deletion request.
9. Data Security
We and our infrastructure partner Chatbase implement industry-standard security measures to
protect your data, including:
• Encryption of data at rest and in transit.
• Role-based access controls to limit who can access sensitive data.
• Rate limiting to protect against abuse.
• Domain allowlisting to control where the coaching agent can be embedded.
Chatbase is GDPR and SOC 2 Type II certified. For more detail on Chatbase’s security
practices, visit their Trust Center at https://trust.chatbase.co
10. Your Rights and Choices
Depending on your location, you may have the right to:
• Request access to the personal data we hold about you.
• Request correction of inaccurate personal data.
• Request deletion of your chat history and account.
• Opt out of marketing communications at any time.
• Request that we cease or restrict processing of your data.
• Request portability of your personal data.
California Residents (CCPA/CPRA): You have the right to know what personal information we
collect, to request deletion, to request correction of inaccurate personal information, and to opt
out of any "sale" or "sharing" of personal information. You also have the right to limit the use
and disclosure of sensitive personal information, if applicable. We do not sell personal
information. The categories of personal information we collect and the purposes for each are
described in Sections 3 and 4 above. We retain personal information as described in Section
8. For CCPA requests, contact us using the information in Section 12. We will not discriminate
against you for exercising your privacy rights.
EEA/UK Residents (GDPR): The legal basis for our processing of your personal data is the
performance of our contract with you (Article 6(1)(b) GDPR) and, where applicable, our
legitimate interests in operating and improving the Service (Article 6(1)(f) GDPR). Where we
send marketing communications, we rely on your consent (Article 6(1)(a) GDPR). You may also
lodge a complaint with your national data protection authority. Chatbase, as our data processor,
provides appropriate GDPR safeguards including Standard Contractual Clauses for data
transfers to the United States. To the extent your personal data is transferred directly to Sage
Sales Consulting LLC in the United States, such transfer is made on the basis of Standard
Contractual Clauses or, where applicable, the necessity of the transfer for the performance of
the contract between you and us (Article 49(1)(b) GDPR).
11. Children’s Data
This Service is not directed at individuals under the age of 18. We do not knowingly collect
personal information from minors. Chatbase similarly does not knowingly attempt to solicit or
receive information from children. If you believe we have inadvertently collected data from a
minor, please contact us immediately so we can delete it.
12. Contact Us
For questions, data access requests, deletion requests, or complaints regarding this policy,
please contact:
Sage Sales Consulting LLC
Email: support@sellingthesageway.com
For questions specifically about how Chatbase handles your data, you may also contact
Chatbase directly:
Chatbase, Inc.
2261 Market Street STE 85690, San Francisco, CA 94114
Email: privacy@chatbase.co