Privacy Policy

1. Information We Collect

We may collect the following categories of information:

•       Business contact information (name, company name, email address, phone number)

•       Business details (services offered, service area, estimated annual revenue, appointment volume)

•       Advertising account access credentials and Meta Business Manager information

•       Lead and prospect data generated through your campaigns (name, phone, job type, revenue qualifier)

•       Payment information processed through secure third-party processors (e.g., Stripe)

•       Website usage data (pages visited, traffic sources, device type)

2. How We Use Your Information

We use the information we collect to:

•       Deliver and manage Meta advertising campaigns on your behalf

•       Qualify and filter inbound leads prior to delivery under our pay-per-appointment model

•       Track appointment delivery and billing accuracy

•       Communicate with you regarding campaign performance, lead delivery, and account matters

•       Improve our internal processes and service quality

•       Comply with applicable laws and regulations

3. Pay-Per-Appointment Lead Data

Our core service involves generating and qualifying appointments for HVAC businesses through Meta advertising. Prospect data collected during this process (such as name, phone number, company size, and service interest) is collected on your behalf and used solely to qualify and deliver appointments to you. Willamette Leads acts as a data processor for this prospect information; you, as our client, are the data controller responsible for how you handle and store that data after delivery.

4. Meta Advertising & Third-Party Platforms

We operate paid advertising campaigns through Meta platforms (Facebook and Instagram). Campaign data, audience targeting, and ad delivery are subject to Meta's own data practices and Privacy Policy. We also use GoHighLevel (GHL) as our CRM and automation platform for lead management. Each platform operates under its own privacy terms, which we encourage you to review.

5. Information Sharing

We do not sell, trade, or rent your personal or business information to third parties. We may share information with:

•       Platform vendors necessary to deliver our services (Meta, GoHighLevel, Stripe, Fathom AI)

•       Legal or regulatory authorities when required by law

•       A successor entity in the event of a merger, acquisition, or asset transfer

6. Data Retention

We retain client and campaign data for as long as necessary to provide our services and meet legal obligations. Upon termination of our engagement, campaign data and lead records will be retained for up to 90 days before deletion or anonymization, unless a longer period is required by law.

7. Data Security

We implement commercially reasonable technical and organizational measures to protect your information from unauthorized access, disclosure, or loss. However, no method of transmission or storage over the internet is completely secure, and we cannot guarantee absolute security.

8. Your Rights

You have the right to request access to, correction of, or deletion of your personal information held by us. To exercise any of these rights, contact us at the information below. We will respond within a reasonable timeframe.

9. Children's Privacy

Our services are intended exclusively for business owners and are not directed to individuals under 18 years of age. We do not knowingly collect information from minors.

10. Changes to This Policy

We may update this Privacy Policy periodically. Material changes will be communicated via email or posted on our website with an updated effective date. Continued use of our services after changes take effect constitutes acceptance.

11. Contact

For questions or requests related to this Privacy Policy, contact us at:

Willamette Leads — Portland, Oregon

Email: [email protected] | Website: willametteleads.com