Privacy Policy
1. Information We Collect
Information you give us directly, when you submit a form, request an audit, or book a call:
- Name, email address, phone number
- Company name and company type
- Website URL (if submitted for an audit)
- Monthly marketing budget range
- Any other information you choose to include in a form field
Information collected automatically, when you browse the Site:
- IP address, browser type, device type
- Pages visited, time spent on page, referring URL
- Cookies and similar tracking technologies (see Section 4)
Information collected if you become a client, in the course of providing services:
- Call recordings and call metadata, where call tracking is part of your service (see our[Call Recording Disclosure] for details on consent)
- Lead and customer data processed through your CRM setup
- Ad account and ad performance data, where we manage campaigns on your behalf
2. How We Use Information
We use the information we collect to:
- Respond to audit requests, form submissions, and booking requests
- Provide, operate, and improve our services
- Send service-related communications, including automated follow-up and SMS notificationswhere you or your leads have opted in (see our [SMS Terms])
- Analyze Site performance and improve our marketing
- Comply with legal obligations
We do not sell your personal information to third parties.
3. How We Share Information
We share information with:
- Service providers who help us operate — website hosting (Webflow), CRM platforms,call tracking providers, analytics tools (Google Analytics), and advertising platforms(Google Ads, Meta, Yelp) — solely to provide and improve our services
- Legal authorities, where required by law, subpoena, or legal process
- A successor entity, in the event of a merger, acquisition, or sale of assets
4. Cookies and Tracking
We use cookies and similar technologies to operate the Site, remember preferences, and measuread performance across Google, Meta, and Yelp. You can control cookies through your browsersettings. Disabling cookies may affect how the Site functions.
5. Data Retention
We retain personal information for as long as necessary to provide our services, comply withlegal obligations, resolve disputes, and enforce our agreements. Client data collected through CRM setup is retained per the terms of your service agreement.
6. Your Rights
Depending on where you live, you may have the right to:
- Request access to the personal information we hold about you
- Request correction or deletion of your personal information
- Opt out of marketing communications at any time
- Opt out of the sale or sharing of personal information (California and other applicable states)
To exercise any of these rights, contact us at [EMAIL].
7. Children's Privacy
Our services are directed at businesses, not individuals under 18. We do not knowingly collectinformation from children.
8. Changes to This Policy
We may update this Privacy Policy from time to time. Material changes will be reflected by anupdated "Last updated" date at the top of this page.
9. Contact Us
Questions about this Privacy Policy can be directed to: