Data & AI use

How we handle your data, in plain language.

These are the rules we set up on every project. If something here isn't clear, ask. We'd rather explain it than have you guess.

Business accounts, so company data stays off personal ones

Lots of teams start with someone's personal ChatGPT login. That means customer details end up in an account the business doesn't control. We set your team up on business accounts in the company's name, with permissions that match who should see what.

  • The business owns the accounts, not an employee.
  • When someone leaves, you turn off their access in one place.
  • Your cheat sheets spell out what's OK to paste and what never is, like card numbers and passwords.

A person approves anything that leaves the building

The AI drafts. A human signs off. Emails, quotes, proposals and anything else that reaches a customer gets read and approved by someone on your team before it goes out.

When we connect AI to your CRM, we start with read-only access. Anything that would change a record or send a message needs a person to approve it.

You own what we build

The accounts, settings, prompts, cheat sheets and connections are yours, set up in your company's name. If you stop working with us, it all keeps working, and we hand over anything you need to run it.

Your data isn't used to train general AI models

We use business plans and settings where your company's data isn't used to train the AI provider's general models. We check this setting during setup and note it in your handoff.

We work with the tools you already have

We connect to the software you already pay for, like Google Workspace, Microsoft 365 and CRMs such as HubSpot and Salesforce. Nothing to rip out, no new system to move to, and your data stays where it already lives.

This website

This site doesn't use tracking cookies or ad pixels. The contact form doesn't store anything; it opens your own email app with your note filled in, and you decide whether to send it.

Questions about any of this? Write to lucas@archlaneconsulting.com.

Next step

Start with a 30-minute call.

Tell us where the office is stuck. We'll tell you plainly what AI can and can't help with, and send a fixed quote if it's a fit. No charge for the call.

Based in St. Louis, working with small businesses anywhere. In person around St. Louis, over video everywhere else.