Both Edgemont Revenue and Edgemont Edge produce structured intelligence about how people sell and develop. That intelligence is powerful — and it requires a governance framework that earns the trust of both the organization and the performers taking the calls. This page covers how that framework works for both products.
Before a single call is made under either product, your organization and Edgemont agree to a governance mode in writing. The performer is informed of the mode before their first call. The mode cannot be changed mid-engagement without the performer's written consent.
This is not a policy that Edgemont can override under urgent circumstances or at leadership's request. It is a structural constraint. The agreement is the agreement. What was committed to is what is delivered.
Governance applies identically to Edgemont Revenue and Edgemont Edge. The three modes, the consent requirement, and the prohibition on mid-engagement changes are the same for both products. The deliverables covered by each mode differ by product — those specifics are laid out in the Access Matrix below.
Three modes are available. The organization selects one before enrollment begins. For Revenue, the receiving party on the leadership side is typically the CRO or sales leader. For Edge, it is the admin who configured the engagement.
The performer receives all outputs produced for their engagement.
Leadership — or the admin in the case of Edge — receives confirmation that the performer is actively engaged. Nothing more.
Best for: Individual development engagements where the performer is the sole intended beneficiary.
The performer receives full outputs.
Leadership or the admin receives an agreed summary — patterns, development priorities, themes. No raw transcripts. No personal disclosures. The summary scope is defined in writing before engagement begins.
Best for: Most organizational engagements. Leadership or the admin gets visibility. The performer gets confidentiality.
Both performer and leadership — or admin — receive outputs per the written agreement.
The specific output scope for each party is defined explicitly before the engagement begins. Nothing is shared beyond what was agreed.
Best for: Aligned programs where transparency between both parties is the shared goal.
Governance mode cannot be changed mid-engagement without the performer's written consent. This applies to both products, without exception.
Revenue produces intelligence about how enrolled performers actually think, decide, and sell. The governance mode determines which of that intelligence reaches the sales leader or CRO — and in what form.
In Mode I, the sales leader receives only confirmation that calls are happening. The performer's Sales Blueprint, Weekly Intelligence Summaries, Signal Alerts, Conviction Forecast, and any Team Revenue Map synthesis all belong to the performer. In Mode II, leadership receives an agreed summary of patterns and themes — not raw transcripts, not the Conviction Forecast in its unfiltered form, not specific deal details unless explicitly scoped in writing. In Mode III, both parties receive outputs per the written agreement.
The performer's raw call data — recordings and transcripts — is never shared with leadership under any governance mode.
Edge produces development intelligence — Post-Scenario Assessments, Development Pattern Tracking, and Team Development Synthesis. The governance mode determines which of these reach the admin who configured the engagement.
In Mode I, the performer receives their Post-Scenario Assessment and Development Pattern Tracking in full. The admin receives only confirmation of active participation. In Mode II, the performer receives full outputs and the admin receives an agreed summary — development patterns, focus area progress, team-level themes — scoped in writing before engagement begins. In Mode III, both parties receive outputs per the written agreement.
The role-play call itself — the scenario conversation — is never shared with the admin in its raw form under any governance mode. What the admin receives is structured assessment output, not a recording of the performer in a practice scenario.
The table below shows what the performer sees, what leadership or the admin sees, and whether any deliverable is visible across performers. All leadership and admin visibility is subject to the governance mode agreed at enrollment.
| Deliverable | Performer Sees | Leadership / Admin Sees | Cross-Performer Visible? |
|---|---|---|---|
| Edgemont Revenue | |||
| Sales Blueprint | Full Blueprint | Per governance mode | Never — individual only |
| Weekly Performance Intelligence Summary | Full summary | Per governance mode | Never — individual only |
| Signal Alerts | Own alerts | Per governance mode | Never — individual only |
| Conviction Forecast | Own Conviction Forecast | Per governance mode | Never — individual only |
| Team Revenue Map | Own contribution only — not other performers' data | Per governance mode — individual contributions anonymized in synthesis | Synthesis only — individual data never cross-visible |
| Raw Call Data (recordings & transcripts) | Own transcripts on request | Never, under any mode | Never |
| Edgemont Edge | |||
| Post-Scenario Assessment | Own assessment | Per governance mode | Never — individual only |
| Development Pattern Tracking | Own pattern tracking | Per governance mode | Never — individual only |
| Team Development Synthesis | Own contribution only — not other performers' data | Per governance mode — individual contributions anonymized in synthesis | Synthesis only — individual data never cross-visible |
| Raw Role-Play Call Data (recordings & transcripts) | Own transcripts on request | Never, under any mode | Never |
Intelligence is structured, evidence-backed, and specific. No vague impressions. No subjective labels. Every observation ties to demonstrated patterns from actual conversations.
The governance agreement is the governance agreement. It doesn't shift based on leadership requests, urgency, or circumstances. What was agreed is what is delivered — nothing more.
Personal disclosures, emotional states, and off-topic conversation never appear in leadership or admin deliverables. The system distinguishes between professional intelligence and personal privacy.
Performers are informed of the governance mode before their first call. No engagement proceeds without the performer's knowledge of what is and isn't shared. Mode changes require the performer's written consent.
Each client's data is processed in isolated infrastructure. No cross-client data mixing. No shared models trained across engagements. No aggregate analysis on client data.
Your performers' conversations are not used to train AI models — not ours, not anyone's. Your data serves your engagement and nothing else.
All data is encrypted at rest and in transit. Voice data, transcripts, artifacts, and deliverables are protected by industry-standard encryption throughout their lifecycle.
Your data is never sold, shared with third parties, or used for advertising purposes. This is non-negotiable and applies to both products.
All data — voice recordings, transcripts, artifacts, deliverables — is stored securely in isolated infrastructure. Active data is used exclusively to produce intelligence for your engagement. No data is used for any purpose outside of that engagement.
At the conclusion of an engagement, you receive a complete data export if requested. All structured deliverables — Sales Blueprints, Summaries, Assessments, Pattern Tracking, Synthesis documents — are yours to keep regardless of where the raw data is retained.
Raw call data — recordings and transcripts — is retained for 90 days post-engagement by default, then permanently deleted. This window allows for final exports and any follow-up questions. Custom retention terms are available by written agreement.
Complete data deletion is available at any time upon written request. We will confirm deletion in writing within 5 business days of the request.
Whether you're taking Revenue calls or Edge role-play calls, you have the right to know what governance mode applies to your engagement before your first call. If you haven't been told, ask your leadership or admin — or contact us directly. We will confirm your governance mode without disclosing any other details of the engagement agreement.
You always have full access to your own data. You can see everything that has been produced about you. You can request a complete export of your data at any time. You can request deletion at any time.
Your raw call recordings and transcripts are never shared with your organization under any governance mode. What leadership or your admin receives is structured intelligence in the form agreed upfront — not a record of your exact words.
If something feels wrong, reach out. Governance exists to protect you as much as it exists to serve your organization. If you believe the governance terms of your engagement have not been honored, contact us directly at support@edgemont.ai.
Full security documentation, including infrastructure certifications and data processing agreements, is available under NDA.
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