Privacy Policy

01The short version

• We collect what you give us (like your name, phone and business details) and basic information about how you use our site.
• We use it to answer you, book your briefing, run the work you hire us for and improve our service.
• We do not sell your personal information. We do not share your mobile number or text message consent with anyone for their own marketing.
• You can ask us to see, fix or delete your information at any time. Email hey@cbmagencymiami.com.

02What we collect

Information you give us. When you fill out a form, use our chat, book a call, call us, text us, message us on WhatsApp or email us, we collect what you share. That usually includes your name, email, phone number, business name, website, the services you're interested in, your goals and your message.

Information collected automatically. When you visit our site, our hosting provider and the tools on our site may collect your IP address, browser and device type, the pages you visit, the page that sent you to us and the time of your visit. Some of this is collected with cookies (see section 7).

Calls and messages. If you call or text a CBM number, we keep a record of the call or message, including the number, time and length. Calls to CBM or handled by our AI receptionist may be recorded and transcribed so we can follow up accurately and improve our service.

Client information. If you hire us, we collect billing details and the logins or access you give us to accounts like your Google Business Profile, website, ad accounts and CRM. Payments are handled by our payment processor. We do not store full card numbers.

03How we use your information

• To reply to you, book your briefing and send you what you asked for.
• To deliver the services you hire us for, including managing your listings, website, ads, follow-up and reporting.
• To send service messages, like confirmations, reminders and updates about your account.
• To send occasional marketing emails or texts, only where you've agreed to receive them. You can opt out any time.
• To understand how people use our site so we can improve it.
• To keep our site and services secure, prevent fraud and spam, and meet our legal obligations.

04Text messages, calls and WhatsApp

When you give us your phone number and agree to be contacted, you consent to receive calls and text messages from CBM Agency about your request, your briefing and our services. Some of these may be sent with automated technology. Consent is not a condition of buying anything from us.

• Message frequency varies. Message and data rates may apply.
• To stop texts, reply STOP at any time. You'll get one message confirming you're unsubscribed.
• For help, reply HELP or email hey@cbmagencymiami.com.
• Your mobile information stays with us. We do not sell, rent or share your mobile number or text message opt-in with third parties or affiliates for their marketing. We only share it with the providers that deliver our messages for us.

Carriers are not liable for delayed or undelivered messages. If you message us on WhatsApp, WhatsApp's own privacy policy also applies to that conversation.

05Who we share it with

We share information only with companies that help us run CBM, and only what they need to do their job. These include:

• GoHighLevel (LeadConnector) for our CRM, website forms, chat, calls, text messages, email and client reporting.
• Google for search, Business Profile, ads, analytics and workspace tools.
• Meta (Facebook, Instagram and WhatsApp) for messaging and advertising.
• Cal.com for booking calls.
• Vercel to host this website, and Sanity to manage its content.
• AI service providers that power our AI receptionist, transcriptions and writing tools.
• Payment processors to handle invoices and payments.

We may also share information when the law requires it, to protect our rights or someone's safety, or as part of a merger, sale or transfer of our business. We do not sell personal information, and we do not share it for cross-context behavioral advertising in exchange for money.

06Data we handle for our clients

When we run marketing for a client, we may handle information about that client's own customers, like leads from their forms, calls to their tracking numbers and messages to their AI receptionist. We handle that information on our client's behalf and follow their instructions. If you're a customer of one of our clients, please contact that business about your information. We'll help them answer your request.

07Cookies and tracking

Cookies are small files saved by your browser. Our site and the tools on it (like our chat widget, booking tool and any analytics or ad tags) use cookies to keep features working, remember your chat, measure visits and see which ads or searches brought you here.

You can block or delete cookies in your browser settings. Some features, like the chat, may not work without them. Our site does not currently respond to browser "Do Not Track" signals, because there is no common standard for them yet.

08How long we keep it

We keep your information as long as we need it for the reasons in this policy. For leads, that's usually up to three years after our last conversation. For clients, it's for as long as we work together and up to seven years after, for tax, accounting and legal reasons. When we no longer need it, we delete it or make it anonymous.

09Where your information is stored

CBM works with businesses in the United States, Canada and the Caribbean. Your information is mainly stored and processed in the United States and Canada, by us and the providers listed above. Privacy laws there may be different from where you live. When we move information across borders, we take reasonable steps to protect it.

10How we protect it

We use reasonable safeguards, like secure connections, access controls and trusted providers, to protect your information. No method of sending or storing information online is 100% secure, so we can't promise perfect security. If we learn of a breach that affects you, we'll let you know as the law requires.

11Your choices and rights

Depending on where you live, you may have the right to:

• Ask what personal information we have about you and get a copy.
• Ask us to correct information that's wrong.
• Ask us to delete your information.
• Opt out of marketing emails (use the unsubscribe link) and texts (reply STOP).
• Opt out of the sale or sharing of your personal information. We don't sell or share it, but you can still ask.
• Withdraw consent you've given us.

To make a request, email hey@cbmagencymiami.com with the subject "Privacy request." We may need to confirm your identity first. We'll reply within 30 days, or sooner if your local law requires it. We will never treat you differently for using your privacy rights. Residents of California, Canada, the EU and the UK have these rights under their local laws, and you can also complain to your local privacy regulator.

12Children

Our services are for businesses and adults. We do not knowingly collect information from anyone under 18. If you think a child has sent us their information, email us and we'll delete it.

13Links to other sites

Our site links to other websites, like our clients' sites, social media and AI tools. We're not responsible for how those sites handle your information. Please read their privacy policies.

14Changes to this policy

We may update this policy as our services or the law change. We'll change the date at the top of this page when we do. If a change is significant, we'll let clients know by email.

15Contact us

Questions about this policy or your information? We're happy to help.

• Email: hey@cbmagencymiami.com
• Phone or WhatsApp: +1 (404) 751-6149
• Based in: Miami, Florida

See also our Terms of Service.