Privacy Policy

Effective Date: [Insert Date]
Last Updated: [Insert Date]

This Privacy Policy explains how HomeServ Agency and [Legal Company Name] (“HomeServ Agency,” “we,” “us,” or “our”) collects, uses, stores, and protects information when you visit our website, submit a form, book a call, respond to our advertisements, communicate with us, purchase our services, or use any of our website, marketing, CRM, automation, advertising, or AI-powered services.

HomeServ Agency provides website design, website development, AI automation, CRM setup, lead follow-up systems, Facebook advertising, Google advertising, and related marketing services for home service businesses.

By using our website or services, you agree to the terms of this Privacy Policy.

For questions about this Privacy Policy, contact us at:

Email: [Insert Privacy Email]
Phone: [Insert Phone Number]
Website: [Insert Website URL]
Mailing Address: [Insert Business Address]

1. Information We Collect

We may collect personal and business information that you voluntarily provide to us, including:

• Name

• Email address

• Phone number

• Business name

• Business address

• Website URL

• Job title or role

• Service area

• Business type

• Marketing goals

• Advertising budget

• CRM or automation needs

• Billing information

• Information submitted through forms, calendar bookings, calls, emails, SMS messages, or chat

We may also collect information automatically when you visit our website, including:

• IP address

• Browser type

• Device type

• Pages visited

• Links clicked

• Referring website

• Time spent on our website

• Approximate location based on IP address

• Cookies, pixels, and similar tracking data

2. How We Collect Information

We may collect information from:

• Website forms

• Contact forms

• Booking forms

• Calendar pages

• Phone calls

• SMS messages

• Email messages

• Social media messages

• Paid advertisements

• CRM systems

• Website analytics tools

• Cookies and tracking pixels

• Payment processors

• AI chat, voice, and automation tools

• Public business directories or publicly available business information

Any form on our website that asks for a phone number may include optional SMS consent checkboxes. These checkboxes are not required to submit the form unless otherwise stated by law or platform rules.

3. How We Use Information

We may use the information we collect to:

• Respond to your inquiries

• Schedule calls or appointments

• Provide website design and development services

• Build and manage CRM systems

• Build and manage AI automation systems

• Set up lead capture and lead follow-up workflows

• Send service-related communications

• Send appointment confirmations and reminders

• Send onboarding updates

• Send account, estimate, invoice, or payment-related information

• Provide customer support

• Process payments

• Run Facebook Ads, Google Ads, and other advertising campaigns

• Measure ad and website performance

• Improve our website, services, and systems

• Prevent fraud or unauthorized activity

• Comply with legal, tax, accounting, or contractual obligations

• Enforce our agreements and policies

We may also send promotional emails or text messages only where permitted by law and where you have provided appropriate consent.

4. SMS and Mobile Communication Privacy

When you provide your mobile phone number, you may have the option to consent to receive SMS/text messages from HomeServ Agency.

Depending on the consent you provide, text messages may include:

• Appointment confirmations

• Appointment reminders

• Rescheduling notifications

• Post-call or post-service follow-up

• Account updates

• Estimate or invoice information

• Payment confirmations

• Customer support messages

• Promotional offers

• Discounts

• Service updates

• New service announcements

• Re-engagement messages

Message frequency may vary. Message and data rates may apply.

You can opt out at any time by replying:

STOP to unsubscribe
HELP for assistance

After you reply STOP, we may send a confirmation message that you have been unsubscribed. After that, you will no longer receive SMS messages from us unless you opt in again.

5. Mobile Information Non-Sharing Clause

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information sharing to subcontractors or service providers in support services, such as customer service, CRM support, platform support, appointment reminders, and SMS delivery, is permitted only as necessary to provide our services.

All other use case categories exclude text messaging originator opt-in data and consent. Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the text message services necessary to deliver SMS messages.

We do not sell, rent, or trade mobile phone numbers or SMS consent information.

6. Marketing vs. Non-Marketing Text Messages

HomeServ Agency may use separate consent options for different types of text messages.

Non-Marketing Messages

Non-marketing messages may include appointment confirmations, appointment reminders, rescheduling notifications, onboarding updates, account notices, customer support messages, estimate information, invoice information, and payment-related updates.

Marketing Messages

Marketing messages may include special offers, discounts, service updates, new service announcements, promotional campaigns, loyalty messages, referral incentives, and re-engagement promotions.

We will only send messages based on the consent you provide.

7. Cookies, Pixels, and Tracking Technologies

We may use cookies, pixels, tags, scripts, and similar tracking technologies to:

• Understand how visitors use our website

• Improve website performance

• Track form submissions

• Measure advertising performance

• Retarget website visitors

• Build advertising audiences

• Analyze campaign performance

• Improve our services

We may use tools such as:

• Google Analytics

• Google Ads

• Meta Pixel

• Facebook Ads Manager

• GoHighLevel

• Stripe

• Call tracking software

• CRM and automation platforms

• Other analytics and advertising tools

You can usually disable cookies through your browser settings. Some website features may not work properly if cookies are disabled.

8. Advertising and Retargeting

We may use information collected from our website, ads, forms, CRM systems, cookies, and pixels to run and measure advertising campaigns on platforms such as:

• Facebook

• Instagram

• Google

• YouTube

• TikTok

• LinkedIn

• Other advertising platforms

This may include retargeting ads, conversion tracking, custom audiences, lookalike audiences, and performance reporting.

We do not sell your personal information for money. However, some privacy laws may define certain advertising data sharing with platforms like Meta or Google as “sharing,” “targeted advertising,” or similar activity. You may contact us to request an opt-out where applicable.

This advertising-related data does not include sharing SMS opt-in consent data for third-party marketing.

9. AI Technology and Automation

HomeServ Agency may use AI-powered tools and automation systems as part of our services. These may include:

• AI chatbots

• AI voice agents

• AI appointment booking systems

• AI lead qualification

• AI follow-up messages

• Automated SMS workflows

• Automated email workflows

• CRM automations

• Call summaries

• Conversation transcripts

• Lead scoring or tagging

We use AI and automation to help businesses respond faster, organize leads, improve customer communication, and increase booked jobs.

AI systems may process information you submit, including messages, call details, form submissions, and customer conversation data, only as needed to provide or improve the services.

We do not intend to use AI to make legally significant decisions about individuals without appropriate human involvement.

You may request deletion of AI conversation data, call recordings, or transcripts by contacting us.

10. Call Recording

We may record sales calls, onboarding calls, support calls, strategy calls, or service-related calls for:

• Quality assurance

• Training

• Customer support

• Recordkeeping

• Dispute resolution

• Service improvement

If a call is recorded, we may provide notice before or during the call where required by law. If you do not want to be recorded, please tell us before continuing the call.

11. How We Share Information

We may share information with trusted service providers that help us operate our business and provide services, including:

• Website hosting providers

• CRM platforms

• GoHighLevel or similar CRM systems

• Payment processors

• Email service providers

• SMS delivery providers

• Phone and call tracking providers

• AI software providers

• Advertising platforms

• Analytics providers

• Cloud storage providers

• Project management tools

• Contractors, employees, or team members assisting with service delivery

• Legal, accounting, tax, or compliance professionals

We may also disclose information:

• To comply with legal obligations

• To respond to subpoenas, court orders, or lawful requests

• To enforce our terms and agreements

• To protect our rights, property, users, or business

• In connection with a business transfer, merger, acquisition, or sale of assets

Important: this section does not allow the sale or sharing of mobile opt-in data for third-party marketing. Mobile opt-in data is handled under the Mobile Information Non-Sharing Clause above.

12. Third-Party Platforms

Our services may involve third-party platforms, including but not limited to:

• GoHighLevel

• Google

• Meta/Facebook

• Stripe

• Calendly

• Zapier

• Make.com

• Twilio

• Mailgun

• OpenAI or other AI providers

• Website hosting providers

• Domain registrars

• Email platforms

• Analytics tools

These platforms have their own privacy policies and terms. We are not responsible for the privacy practices, outages, errors, data handling, security incidents, or service changes of third-party platforms.

If your business uses third-party tools through our services, your data may also be processed according to those third parties’ policies.

13. Client Customer Data

If we provide marketing, website, CRM, automation, AI, SMS, email, or advertising services for your business, we may process information about your leads, prospects, and customers on your behalf.

This may include:

• Names

• Phone numbers

• Email addresses

• Addresses

• Service requests

• Appointment details

• Lead source

• Messages

• Call recordings or transcripts

• Form submissions

• CRM activity

• Customer status

• Notes and tags

We use this information only to provide services to you, operate your systems, troubleshoot issues, improve workflows, and fulfill our contractual obligations.

You are responsible for ensuring your business has proper privacy policies, consent language, SMS opt-in language, terms, and legal compliance for your customers.

14. Data Retention

We retain information for as long as necessary to:

• Provide services

• Maintain business records

• Comply with legal obligations

• Resolve disputes

• Enforce agreements

• Maintain accounting and tax records

• Improve our services

• Prevent fraud or abuse

Marketing lead information may be retained until you request deletion or opt out. Billing and tax records may be retained for the period required by law. Call recordings, AI transcripts, CRM records, and support records may be retained for business, training, support, or dispute resolution purposes unless deletion is requested and legally permitted.

15. Data Security

We use reasonable administrative, technical, and physical safeguards to protect personal information. These may include:

• Secure systems

• Password protection

• Limited access controls

• Encrypted payment processing

• Vendor review

• Secure third-party platforms

• Internal confidentiality procedures

However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security.

16. Your Privacy Rights

Depending on where you live, you may have rights to:

• Access the personal information we have about you

• Request correction of inaccurate information

• Request deletion of your information

• Request a copy of your information

• Opt out of marketing emails

• Opt out of SMS messages

• Opt out of targeted advertising or data sharing where applicable

• Limit certain uses of sensitive information

• Request information about how your data is used

• Appeal a denied privacy request where required by law

To submit a privacy request, contact us at:

Email: [Insert Privacy Email]

We may need to verify your identity before completing your request.

17. Email Marketing

We may use your email address to:

• Respond to your inquiries

• Send service updates

• Send onboarding information

• Send invoices or billing notices

• Send newsletters or promotional content

• Follow up after you interact with our website or ads

You can unsubscribe from marketing emails by clicking the unsubscribe link in the email or contacting us directly.

We aim to comply with applicable email marketing laws, including the CAN-SPAM Act.

18. Children’s Privacy

Our website and services are not intended for children under 13. We do not knowingly collect personal information from children under 13.

If you believe a child has provided personal information to us, please contact us and we will take steps to delete the information.

19. Sensitive Information

Please do not submit sensitive personal information through our website, forms, AI tools, chats, emails, SMS messages, or calls unless specifically requested.

Sensitive information may include:

• Social Security numbers

• Health information

• Financial account numbers

• Government IDs

• Biometric information

• Information about race, religion, political opinions, or criminal history

If sensitive information is accidentally submitted, we may delete it where appropriate and legally permitted.

20. International Users

HomeServ Agency is operated from the United States. If you access our website or services from outside the United States, your information may be transferred to and processed in the United States.

By using our website or services, you consent to this transfer and processing.

21. Third-Party Links

Our website may contain links to third-party websites, platforms, or services. We are not responsible for the privacy practices, terms, content, or security of third-party websites.

Please review the privacy policies of any third-party websites you visit.

22. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we update it, we will change the “Last Updated” date at the top of this page.

Your continued use of our website or services after changes are posted means you accept the updated Privacy Policy.

23. Contact Us

If you have questions about this Privacy Policy or want to exercise your privacy rights, contact us at:

HomeServ Agency
Legal Company Name: [Insert Legal Company Name]
Email: [Insert Privacy Email]
Phone: [Insert Phone Number]
Website: [Insert Website URL]
Mailing Address: [Insert Business Address]