01
Map the agency
Website, team, lines, lead sources, systems, and bottlenecks.
Security & Implementation
Due diligence and a configured launch.
Owners evaluating new platform vendors need encryption, access controls, and backup practices spelled out — plus a clear picture of how implementation maps your agency onto VentFlow.
TLS in transitRole-based accessDaily backups
Encryption
Data protected in transit and at rest
All data transmitted between your browser and the VentFlow Digital portal is encrypted using TLS 1.2 or higher.
Data at rest is protected by encrypted database storage. Sensitive credentials (such as payment processor API keys and phone system credentials) are encrypted with AES-256 before being stored.
Passwords are never stored in readable form. We use industry-standard one-way hashing.
Access control
Role-based access with agency isolation
The portal uses a role-based access system so team members only see what they need — Account Administrators, Billing Administrators, Content Administrators, and Account Users each receive scoped access.
Your agency's data is isolated from other agencies. Our team members who assist with your account operate under strict role-based controls.
- Account Administrators manage users, settings, and account features
- Billing Administrators manage billing, invoices, and payment settings
- Content Administrators manage social, blog, and marketing content
- Account Users receive view access to features enabled for their membership
Backups
Daily backups and rollback capability
Your data is backed up daily by our database provider, with the ability to restore to a specific point in time.
Our application hosting platform supports instant rollback to any previous version if needed.
Incident response
Documented response and notification
We maintain a documented incident response plan covering detection, containment, investigation, and notification.
In the unlikely event of a security incident affecting your data, we will notify you promptly with details about what happened, what data was affected, and what steps we are taking.
Infrastructure
Third-party services with minimum necessary data
We rely on third-party infrastructure and services to operate the portal. Each is selected for security practices and handles only the minimum data necessary for their role.
Provider details are available on request for vendor due diligence — contact privacy@ventflowdigital.com.
Compliance posture
SOC 2–aligned controls with vendor attestations
VentFlow Digital maintains SOC 2–aligned security controls and relies on industry-standard attestations (SOC 2 Type II, PCI DSS, ISO 27001) from our infrastructure partners.
We review security practices regularly and document accepted risks with compensating controls.
Data deletion
Request deletion at any time
You can request deletion of your data at any time by contacting privacy@ventflowdigital.com. We will process your request within 30 days and confirm completion.
When you disconnect a social media account or other integration, the associated access credentials are removed from our systems.
Questions
Security questionnaire support
If you need a formal security questionnaire completed for vendor due diligence, contact privacy@ventflowdigital.com with your template.
[CONTENT NEEDED]: Published SLA targets, penetration test summary, and business continuity RTO/RPO figures for customer-facing documentation.
Configuration is the service
Built around your agency. Not handed to you in a box.
We map the team, configure the workflow, connect the right systems, and help people use it. Core capabilities are available today; implementation configures workflows around your agency — forms, routing, pipelines, permissions, communications, dashboards, and automations.
02
Configure the workflow
Forms, routing, pipelines, permissions, communications, dashboards, and automations.
03
Launch and improve
Training, validation, live support, and refinement based on real work.
Portal onboarding
What your team sees after sign-in
Your VentFlow Digital team turns features on for your business and assigns roles that control what each person can see.
The Dashboard is built to answer what needs attention today — attention callouts, an Agency Overview strip, and a configurable widget grid with layouts such as Agency Sales Overview.
If a feature described in our customer documentation does not appear, it is either not turned on for your business yet or your role does not include it — ask your Account Admin.
- Dashboard widgets appear only when the related capability and role allow
- Help Center and support tickets stay in one place for your account
- Implementation scope determines which modules and integrations are live at launch
Implementation scope
[CONTENT NEEDED]
[CONTENT NEEDED]: Customer-facing implementation timeline ranges, milestone checklist, and training format details beyond what is documented in internal onboarding guides.
Ready to simplify the stack?
Book a walkthrough. We'll map what your agency uses today, what VentFlow can consolidate, what should remain in place, and how the systems can work together.
Book a walkthrough