Privacy Policy

Effective Date: May 20, 2026

Welcome to Expect Success Marketing. Your privacy is important to us. This Privacy Policy explains how Expect Success Marketing (“Company,” “we,” “our,” or “us”) collects, uses, stores, and protects your information when you visit our website, use our services, communicate with us, or interact with our marketing systems.

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

1. Information We Collect

We may collect the following types of information:

Personal Information

We may collect personal information that you voluntarily provide, including:

·         Name

·         Email address

·         Phone number

·         Business name

·         Billing information

·         Mailing address

·         Any information submitted through forms, chat systems, or appointments

Business Information

If you work with us as a client, we may collect information related to your business, including:

·         Website information

·         Marketing data (including SEO performance data, pay-per-click account data, and advertising analytics)

·         Customer communication information

·         CRM information

·         Review data and reputation monitoring information

·         Business analytics

Client Customer Data

In providing services such as SEO, pay-per-click advertising, AI receptionists, chatbot implementation, website development, and review monitoring, we may process data belonging to our clients’ customers. We process such data on behalf of our clients, who are responsible for ensuring their customers’ appropriate consent and compliance with applicable privacy laws. If you have questions about how a specific client handles your data, please contact that client directly.

Automatically Collected Information

When you visit our website, we may automatically collect certain technical information, including:

·         IP address

·         Browser type

·         Device information

·         Pages visited

·         Time spent on pages

·         Cookies and tracking technologies

2. How We Use Information

We may use collected information to:

·         Provide marketing and business services, including SEO, pay-per-click advertising, website development, chatbot implementation, and review monitoring

·         Communicate with you

·         Schedule appointments and consultations

·         Deliver AI receptionist and chatbot services

·         Improve website functionality and user experience

·         Send marketing communications

·         Process payments and invoices

·         Provide customer support

·         Analyze website and marketing performance

·         Comply with legal obligations

3. Cookies and Tracking Technologies

Our website may use cookies, pixels, analytics tools, and other tracking technologies to improve user experience and marketing performance.

These technologies may help us:

·         Understand website traffic

·         Improve advertising campaigns

·         Track user engagement

·         Personalize user experiences

You may disable cookies through your browser settings, although some website functionality may be affected.

4. Third-Party Services

We may use third-party providers and platforms to operate our business and provide services. These may include:

Payment processors

CRM systems

Email marketing platforms

AI and automation software

Website hosting providers

Analytics providers

Advertising platforms

Scheduling software

These third parties may collect, process, or store information according to their own privacy policies.

5. Data Sharing

We do not sell personal information.

We may share information:

·         With service providers assisting our business operations

·         With contractors or team members working on client projects

·         When required by law

·         To protect our rights, safety, or property

·         In connection with a business transfer or merger

Data Processing Agreements

Because we handle marketing data on behalf of our clients — including pay-per-click account data, CRM records, website analytics, and review information — we may act as a data processor for our clients’ data. Clients who require a formal Data Processing Agreement (DPA) may request one by contacting us using the information in Section 16.

6. Data Security

We take reasonable measures to protect your information from unauthorized access, disclosure, or misuse. However, no method of internet transmission or electronic storage is completely secure.

By using our services, you acknowledge that we cannot guarantee absolute security.

7. Data Retention

We may retain information for as long as necessary to:

·         Provide services

·         Maintain business records

·         Comply with legal obligations

·         Resolve disputes

·         Enforce agreements

As a general guideline, billing and financial records are retained for up to 7 years in accordance with standard business and tax record-keeping requirements. Other data may be retained for shorter periods depending on its purpose.

8. Your Rights

Depending on your location, you may have rights related to your personal information, including:

·         Accessing your information

·         Requesting corrections to inaccurate data

·         Requesting deletion of your data

·         Opting out of marketing communications

·         Opting out of the sale or sharing of personal information (where applicable)

·         The right to non-discrimination for exercising your privacy rights

·         The right to data portability (where applicable)

·         The right to lodge a complaint with a supervisory authority (for individuals in the EU/UK)

California Residents (CCPA)

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect and how it is used, the right to request deletion, the right to opt out of the sale of personal information (we do not sell personal information), and the right to non-discrimination for exercising your rights.

EU/UK Residents (GDPR)

If you are located in the European Union or United Kingdom, we process your personal information based on lawful grounds such as your consent, the performance of a contract, compliance with legal obligations, or our legitimate business interests. You may have additional rights under the GDPR or UK GDPR, including the right to data portability and the right to lodge a complaint with your local supervisory authority.

To exercise any of your rights, contact us using the information in Section 14.

9. Marketing Communications

By submitting your information through our website, forms, advertisements, or communication systems, you consent to receive communications from us, including:

·         Emails

·         Phone calls

·         SMS messages

·         Marketing messages

·         Appointment reminders

SMS/Text Message Consent: By providing your phone number and checking the applicable opt-in box on our forms, you expressly consent to receive SMS marketing messages from Expect Success Marketing. Message and data rates may apply. Message frequency may vary. You may opt out at any time by replying STOP to any message or by contacting us directly.

You may opt out of any marketing communications at any time by following the unsubscribe instructions in any message or by contacting us directly.

10. AI Services Disclaimer

Expect Success Marketing may provide AI-related services, including AI receptionists, chatbots, automations, and communication tools.

While we strive for accuracy and reliability, AI systems may occasionally produce errors, misunderstandings, or inaccurate responses. Clients are responsible for reviewing and monitoring AI-generated interactions.

We are not liable for damages resulting from AI-generated content, communications, or automations.

11. Children’s Privacy

Our services are not directed toward children under the age of 18. We do not knowingly collect personal information from children.

12. External Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

13. Data Breach Notification

In the event of a data breach involving your personal information, Expect Success Marketing is committed to responding promptly and transparently. We will take the following steps:

Investigation and Containment

Upon discovering a potential data breach, we will immediately conduct a thorough investigation to determine the nature and scope of the breach. Our team will work to contain the breach and prevent further unauthorized access.

Assessment and User Notification

Within 72 hours of confirming a data breach that is likely to result in significant harm to affected individuals, we will notify affected users without undue delay. Notification will include:

·         A description of the nature of the breach.

·         The types of personal information affected.

·         Steps we have taken or are taking to address the breach.

·         Recommendations for affected individuals to protect themselves.

·         Contact information for further inquiries.

Regulatory Reporting

Where required by applicable law (including state breach notification laws and, where applicable, GDPR), we will notify relevant data protection authorities or regulatory bodies within the legally required timeframe.

Mitigation and Follow-Up

We will work to mitigate any potential damage resulting from the breach and implement measures to prevent future incidents. We will keep affected individuals informed of material updates or actions taken in response to the breach.

14. Data Retention Periods

In addition to the general retention principles described in Section 7, the following specific retention periods apply to different categories of data we hold:

·         Billing and financial records: 7 years, in compliance with tax and accounting regulations.

·         Client campaign data and marketing account records: Retained for the duration of the client relationship and for 3 years following termination, unless a shorter period is requested in writing.

·         Customer support and communication records: 2 years following resolution of the relevant matter.

·         Contact and lead information: 3 years from the date of last interaction, unless you request earlier deletion.

·         Website analytics and usage data: Up to 26 months, consistent with standard analytics platform practices.

·         AI interaction logs (e.g., chatbot or AI receptionist records): 1 year, unless retention is required for dispute resolution or legal compliance.

Upon expiration of the applicable retention period, we will securely delete or anonymize your personal information so that it can no longer be linked back to you, unless retention is required to comply with a legal obligation or to resolve an active dispute.

15. Changes to This Privacy Policy

We may update this Privacy Policy at any time. Updated versions will be posted on this page with a revised effective date. We encourage you to review this policy periodically.

16. Contact Information

If you have questions regarding this Privacy Policy, wish to exercise your rights, or would like to request a Data Processing Agreement, you may contact us at:

Expect Success Marketing

Email: [email protected]
Website: https://ai.expectsuccessmarketing.com