Privacy Policy

1. Who We Are

SMRT Funnel provides lead generation, prospecting, qualification, outreach, follow-up, and appointment-setting services, primarily for HVAC businesses.

Our contact information is:

SMRT Funnel
Email: [email protected]
Phone: +1 (866) 504-4870
Website: SMRTFunnels.com

Depending on the circumstances, SMRT Funnel may act as either a controller or business responsible for determining how personal information is used, or as a service provider or processor acting on behalf of one of our clients.

2. Scope of This Privacy Policy

This Privacy Policy applies to personal information processed through our website, forms, communications, marketing activities, sales activities, client relationships, appointment-setting operations, and related services.

It may also apply when we receive business contact information from our clients, publicly available sources, professional platforms, third-party data providers, referrals, or other lawful sources for the purpose of identifying and communicating with potential business prospects.

This Policy does not control the privacy practices of our clients, third-party websites, platforms, or services that operate independently from SMRT Funnel.

3. Information We May Collect

Depending on how you interact with us, we may collect information such as your name, business email address, telephone number, job title, employer or company name, company website, business location, industry, service area, professional profile information, communication preferences, appointment information, and information you voluntarily submit to us.

When you use our website, we may also collect technical and usage information such as IP address, browser type, device information, operating system, referring pages, pages viewed, approximate location derived from IP address, timestamps, interactions with the website, and similar diagnostic information.

If you communicate with us by email, telephone, SMS, social media, web form, or another channel, we may retain the contents of those communications and related metadata.

Where permitted by applicable law, we may also maintain records relating to marketing preferences, consent, unsubscribe requests, objections, do-not-contact requests, and suppression lists.

If telephone calls are recorded or monitored, we will provide any notice or obtain any consent required by applicable law.

4. Business Prospect Information

As part of our business and the services we provide to clients, SMRT Funnel may identify and research professional or business contacts who may reasonably be relevant to a client's products or services.

This information may include professional contact details, employer information, role or job title, company information, publicly available professional information, business email addresses, business telephone numbers, and other information relevant to business outreach and qualification.

Such information may come from publicly available websites, company websites, professional networking platforms, public directories, referrals, clients, commercially available business databases, data enrichment providers, or other lawful sources.

We do not treat the availability of information on the internet as permission to use it without regard to applicable privacy and direct-marketing laws. Our use of prospect information remains subject to applicable legal requirements, including requirements relating to lawful processing, consent where required, transparency, objections, and marketing opt-outs.

5. Information We Process for Clients

SMRT Funnel may receive prospect, customer, or business contact information from clients as part of an appointment-setting or lead-generation engagement.

Where we process information solely on behalf of a client and according to that client's instructions, the client may be the relevant controller or business responsible for determining the purpose of the processing, while SMRT Funnel acts as its processor, service provider, contractor, or similar role.

In those circumstances, requests concerning the client's use of personal information may need to be directed to the relevant client.

We may assist our clients in responding to valid privacy or suppression requests when required by contract or applicable law.

6. How We Use Personal Information

We may use personal information to operate and maintain our website and services; respond to inquiries; communicate with customers and prospects; identify relevant business prospects; conduct lead research; perform qualification and appointment-setting activities; send requested information; schedule or manage appointments; provide customer support; deliver contracted services; administer client relationships; improve our services and website; conduct analytics; protect our systems; prevent fraud or misuse; maintain legal and compliance records; manage opt-outs and suppression lists; establish, exercise, or defend legal claims; comply with applicable laws; and perform other purposes disclosed when information is collected.

We may also use appropriate business contact information for marketing, sales, prospecting, and business development where permitted by applicable law.

7. Marketing Communications

SMRT Funnel may communicate with existing customers, prospective customers, business contacts, and other recipients through channels such as email, SMS or text messaging, telephone calls, social media, and other electronic communications.

We distinguish between marketing communications and service or non-marketing communications.

Marketing communications may promote SMRT Funnel, a client's relevant business offering where SMRT Funnel is performing outreach on the client's behalf, content, services, offers, meetings, or other commercial opportunities.

Non-marketing communications may include responses to inquiries, appointment confirmations, requested information, customer support, administrative notices, service-related updates, security messages, contractual communications, and other communications necessary to manage an existing interaction or relationship.

Where applicable law requires consent for a particular communication, channel, recipient, or jurisdiction, we will rely on the appropriate form of consent before sending that communication.

8. Email Marketing and Outreach

Where permitted by applicable law, we may send business development and marketing emails to business contacts.

Marketing emails sent by or on behalf of SMRT Funnel are intended to identify the sender appropriately and provide a practical method for recipients to unsubscribe or otherwise request that marketing communications stop.

Where required, commercial communications will also contain applicable sender or business contact information.

If you unsubscribe from marketing emails, we may retain limited information about your email address in a suppression list so that we can respect your request rather than accidentally contacting you again.

Unsubscribing from marketing does not necessarily prevent us from sending legitimate non-marketing communications relating to an existing inquiry, appointment, customer relationship, contractual matter, or legal requirement.

9. SMS and Text Messaging

Where SMRT Funnel offers SMS or text communications, we may use them for marketing or non-marketing purposes as disclosed when the number is collected and as permitted by applicable law.

Where consent is legally required for marketing text messages, we will seek the required consent before sending those messages.

Recipients may be provided with an appropriate method to stop text communications, such as replying STOP, where applicable.

We may maintain records of SMS consent and opt-out requests where necessary to demonstrate compliance and respect communication preferences.

Mobile numbers, text messaging opt-in information, and SMS consent records will not be sold or provided to unaffiliated third parties for those third parties' independent marketing or promotional purposes.

We may provide such information to service providers that help us operate messaging, communications, customer support, appointment scheduling, compliance, telecommunications, or related business functions, subject to appropriate restrictions.

10. Telephone Communications

SMRT Funnel may use telephone calls for sales, prospecting, appointment setting, customer support, and service-related communications where permitted by applicable law.

Recipients may request that marketing calls stop, and we may retain the relevant telephone number on an internal suppression or do-not-call list in order to honor that request.

Where laws require prior consent for automated dialing technologies, prerecorded or artificial voice messages, automated marketing calls, or similar technology, those communications will be subject to the applicable consent requirements.

11. Legal Bases for Processing

Where applicable privacy laws require us to identify a legal basis for processing personal information, our processing may rely on one or more appropriate bases depending on the circumstances.

These may include consent; performance of a contract or taking steps requested before entering a contract; compliance with a legal obligation; and our legitimate interests or those of a client or third party, provided those interests are not overridden by the rights and interests of the individual.

Legitimate interests may include B2B prospecting, developing customer relationships, providing appointment-setting services, responding to business inquiries, protecting our systems, preventing misuse, improving our services, and maintaining appropriate business and compliance records.

Where we rely on consent, you may withdraw that consent as permitted by law.

12. Cookies and Similar Technologies

Our website may use cookies, pixels, tags, local storage, scripts, and similar technologies to operate the website, remember preferences, understand usage, measure performance, maintain security, support forms or scheduling functions, and, where enabled, measure advertising or marketing activity.

Some technologies may be provided by third-party service providers.

Where applicable law requires consent before non-essential cookies or similar technologies are placed or accessed, we will use an appropriate consent mechanism.

Additional information is available in our Cookie Policy.

13. Analytics and Advertising Technologies

We may use analytics services to understand website traffic and how visitors interact with SMRT Funnel.

We may also use advertising, conversion measurement, or remarketing technologies where such tools are enabled and permitted by applicable law.

Depending on the technology and jurisdiction, the use of some advertising technologies may constitute targeted advertising, sharing, or another regulated activity.

Where applicable, we will provide required notices, consent mechanisms, or opt-out rights.

14. How We Share Personal Information

We may disclose personal information to service providers and business partners that help us operate our website and provide our services, including providers supporting hosting, cloud infrastructure, CRM and marketing automation, email delivery, telecommunications, SMS, telephone systems, appointment scheduling, analytics, security, data research or enrichment, professional services, customer support, and similar operational functions.

We may also disclose information to our clients where necessary to deliver qualified leads, appointments, responses, or related appointment-setting services.

We may disclose information to professional advisers, auditors, insurers, regulators, law enforcement agencies, courts, government authorities, or other parties where reasonably necessary to comply with law, protect legal rights, investigate wrongdoing, protect safety, or establish, exercise, or defend legal claims.

If SMRT Funnel is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction, information may be disclosed or transferred in connection with that transaction subject to applicable law.

15. Sale and Sharing of Personal Information

SMRT Funnel does not sell mobile phone numbers, SMS opt-in data, or text messaging consent information to third parties for their independent marketing purposes.

We do not intend to operate a business model based on selling individuals' personal information for monetary consideration.

However, certain advertising, analytics, or cross-context behavioral advertising activities can be legally characterized as a sale, sharing, or targeted advertising under particular privacy laws even where no money changes hands.

If SMRT Funnel engages in an activity that creates an applicable opt-out right, we will provide the notices and controls required by applicable law.

16. International Data Transfers

SMRT Funnel operates globally and may process information in countries other than the country in which an individual is located.

Our service providers, clients, communications platforms, hosting providers, or other recipients may also operate internationally.

When personal information is transferred across borders, we will use safeguards required by applicable law where such safeguards are necessary.

Different jurisdictions may provide different levels of privacy protection.

17. Data Retention

We retain personal information for as long as reasonably necessary for the purposes for which it was collected, including providing services, maintaining business relationships, satisfying contractual requirements, complying with legal obligations, resolving disputes, enforcing agreements, maintaining security, and supporting legitimate business operations.

Retention periods may vary depending on the category of information and the context in which it was collected.

We may retain limited suppression information for longer periods where necessary to remember and respect an unsubscribe, objection, or do-not-contact request.

18. Data Security

We use reasonable administrative, organizational, and technical measures intended to protect personal information against unauthorized access, disclosure, alteration, misuse, loss, or destruction.

No internet transmission, electronic storage system, or security measure can guarantee absolute security.

Accordingly, while we work to protect information appropriately, we cannot guarantee that unauthorized access or other security incidents will never occur.

19. Your Privacy Rights

Depending on where you live and which privacy laws apply, you may have rights concerning your personal information.

These may include rights to request access, correction, deletion, restriction of certain processing, objection to processing including direct marketing, withdrawal of consent, data portability, and opt-out rights relating to certain sales, sharing, or targeted advertising activities.

You may also have the right to lodge a complaint with an applicable privacy or data protection authority.

These rights are not absolute and may be subject to legal exceptions.

We may need to verify your identity before completing certain privacy requests.

We will not unlawfully discriminate against an individual for exercising applicable privacy rights.

20. Marketing Opt-Outs and Objections

You may request that SMRT Funnel stop sending marketing communications using the unsubscribe or opt-out method included in the relevant communication, where available.

You may also contact us directly at [email protected] or +1 (866) 504-4870 .

Where appropriate, we will record the request in a suppression list to prevent future marketing contact through the relevant channel.

Limited information may be retained specifically for the purpose of honoring an unsubscribe, objection, or do-not-contact request.

21. Browser Privacy Signals

Where required by applicable law and technically supported, SMRT Funnel will respond to legally recognized browser-based privacy preference signals in relation to activities for which such signals create a legal obligation.

Ordinary Do Not Track browser signals may not have a uniform legal or technical standard across jurisdictions.

22. Third-Party Websites and Services

Our website may contain links to websites, platforms, applications, or services operated by third parties.

SMRT Funnel is not responsible for the privacy practices, security, content, or policies of those independent third parties.

We encourage you to review their privacy notices before providing information to them.

23. Children's Privacy

SMRT Funnel provides business-focused services and is not intended for children.

We do not knowingly collect personal information from individuals under 18 for the purpose of providing our business services.

If we learn that personal information belonging to a child has been collected in circumstances where it should not have been, we will take appropriate steps to delete or otherwise address the information.

24. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, business practices, technology, legal requirements, or other circumstances.

When we make changes, we will update the Last Updated date at the top of this Policy.

Where required by applicable law, we may provide additional notice regarding material changes.

25. Contact Us

Questions, requests, concerns, marketing objections, or privacy requests relating to this Privacy Policy may be submitted to SMRT Funnel.