Privacy Policy

Last Updated: September 7, 2026

This Privacy Policy describes how LeadExcess LLC (“LeadExcess,” “we,” “our,” or “us”) collects, uses, maintains, and discloses information collected from users (“User,” “you,” or “your”) of our websites, platform, and related services (collectively, the “Service”).

This policy applies to the Service and the products, features, websites, marketing pages, and services offered by LeadExcess.

Information We Collect

We may collect personal information from Users in various ways, including when Users visit our websites, submit a form, schedule a consultation, register on the platform, subscribe to a newsletter, communicate with us, or otherwise interact with our services, features, or resources.

Depending on how you interact with LeadExcess, we may collect information such as:

• Name
• Email address
• Phone number
• Mailing or business address
• Company or organization information
• Payment and transaction information
• Information submitted through forms, surveys, or scheduling pages
• Account and contact information provided during sign-up or use of the Service
• Communication data, including emails, text messages, and other messages sent or received through the platform
• Usage data, including interactions, settings, pages viewed, referring pages, and system logs generated through use of the Service
• Device and technical information, which may include browser type, device type, operating system, IP address, and similar identifiers
• Customer or client data uploaded or imported into the platform for communication, marketing, automation, or related business purposes
• Transaction data, including details about payments made and services purchased

Some information is provided voluntarily by Users, while other information may be collected automatically when you interact with our websites or Service.

Users may visit portions of our websites without directly identifying themselves, although certain features and services may require the submission of personal information.

Information Collected Automatically

When you visit our websites or use the Service, certain information may be collected automatically through cookies, pixels, analytics technologies, server logs, and similar technologies.

This information may include:

• IP address
• Browser and device information
• Approximate geographic location derived from an IP address
• Referring website or advertising source
• Pages viewed
• Links or buttons clicked
• Date and time of visits
• Time spent on pages
• Website interactions
• Advertising campaign information
• Conversion or scheduling activity

We may use this information to operate and improve our websites, understand how visitors interact with our content, measure marketing performance, and improve our advertising.

Cookies and Similar Technologies

The Service may use cookies, pixels, tags, local storage, and similar technologies to operate our websites, remember preferences, understand website usage, measure marketing performance, and support advertising activities.

Cookies are small files stored on your device that allow websites and third-party services to recognize a browser or device.

We may use the following categories of cookies and similar technologies:

Essential Cookies

These technologies are necessary for basic website functionality, security, navigation, forms, scheduling, and other features requested by Users.

Analytics and Performance Technologies

These technologies help us understand how visitors use our websites, including which pages are viewed, how visitors arrive at the site, and how users interact with website features.

Advertising and Marketing Technologies

These technologies may be used to measure the effectiveness of advertising, understand whether advertisements result in website visits or conversions, build advertising audiences, and display advertisements that may be more relevant to visitors.

Depending on your location and applicable law, you may have the ability to accept, reject, or manage certain non-essential cookies and tracking technologies.

You can also configure your browser to refuse or delete cookies. However, disabling certain cookies may affect website functionality.

Advertising, Analytics, and Retargeting

LeadExcess may use third-party advertising and analytics services to understand website activity, measure advertising effectiveness, and market our products and services.

These services may use cookies, pixels, device identifiers, and similar technologies to collect information about interactions with our websites.

Meta Pixel

We may use the Meta Pixel and related Meta Business Tools provided by Meta Platforms, Inc. and its affiliates.

The Meta Pixel may collect information about actions taken on our websites, such as:

• Visiting a webpage
• Viewing specific content
• Clicking a button or link
• Visiting a scheduling page
• Submitting certain forms
• Completing other actions that we configure as advertising or conversion events

Information transmitted through the Meta Pixel may include device and browser information, IP address, website activity, and identifiers used by Meta to measure advertising performance or associate website activity with Meta users.

Meta states that businesses and other partners can provide it with information about activity on websites and apps through tools such as the Meta Pixel.

We may use information collected through Meta Business Tools to:

• Measure whether our advertising is effective
• Attribute website visits or conversions to advertising campaigns
• Create or refine advertising audiences
• Retarget advertisements to individuals who previously interacted with our websites
• Reduce irrelevant advertising
• Understand how advertising contributes to inquiries, consultations, or other business outcomes

Meta processes information it receives according to its own terms and privacy policies.

You can learn more about Meta’s privacy practices and advertising controls through Meta’s Privacy Center and Ad Preferences.

Targeted Advertising and Retargeting

We may use website activity to advertise LeadExcess products or services to individuals who have previously visited our websites or interacted with our marketing.

For example, someone who visits a LeadExcess webpage may later see a LeadExcess advertisement on Facebook, Instagram, or another advertising platform.

This practice is commonly referred to as retargeting, remarketing, targeted advertising, or interest-based advertising.

We do not sell personal information in exchange for monetary payment.

However, some privacy laws define certain disclosures of information to advertising platforms as a “sale,” “sharing,” “targeted advertising,” or “cross-context behavioral advertising,” even when no money is exchanged.

Where applicable law provides a right to opt out of these practices, Users may exercise that right as described in the Your Privacy Choices section below.

California, for example, defines certain sharing for cross-context behavioral advertising as activity consumers may have the right to opt out of when the law applies to a business.

Third-Party Processors and Service Providers

LeadExcess uses trusted third-party providers to operate and deliver portions of its platform, websites, communications, advertising, and related services.

These may include, but are not limited to:

• GoHighLevel – platform infrastructure and automations
• CloseBot – artificial intelligence and conversational automation
• Twilio – SMS and phone communication services
• OpenAI – AI-driven text generation and related functionality
• SendGrid – email delivery and tracking
• Meta Platforms, Inc. – advertising, advertising measurement, retargeting, audience creation, and marketing analytics

We may also use hosting providers, payment processors, analytics providers, scheduling services, security providers, and other vendors necessary to operate our business.

These providers may process personal information as necessary to perform services for us or as otherwise described in this Privacy Policy.

We do not authorize our operational service providers to use personal information for unrelated purposes.

Advertising providers such as Meta may process website activity and related information according to their own terms and privacy policies in connection with advertising measurement, audience creation, and advertising services.

How We Use the Information We Collect

We may use collected information to:

• Provide, operate, maintain, and improve the Service
• Process payments and manage subscriptions
• Deliver communications, automations, and marketing messages initiated by Users
• Respond to inquiries and consultation requests
• Schedule consultations or appointments
• Customize User experience
• Improve platform and website functionality
• Respond to customer service requests
• Provide technical support
• Analyze website traffic and usage
• Measure marketing and advertising performance
• Conduct retargeting and other advertising activities
• Create advertising audiences where permitted
• Prevent fraud, abuse, or security incidents
• Comply with legal obligations
• Enforce our Terms of Service
• Produce aggregate or anonymized reports for internal use, analytics, or market research

We may also use contact information to send updates, newsletters, educational information, product announcements, or marketing communications where permitted by law.

You may unsubscribe from marketing emails at any time by following the unsubscribe instructions included in the communication or contacting us directly.

A2P 10DLC and Messaging Data

As part of compliance with carrier and regulatory requirements, LeadExcess may collect and transmit business information, including business names, EINs, sample messages, contact phone numbers, and related information, to carriers, registration authorities, and messaging providers such as The Campaign Registry (TCR).

This information is used for compliance verification, messaging registration, and message routing and is not used by LeadExcess for unrelated marketing purposes.

Artificial Intelligence (AI) Use

Portions of the LeadExcess platform use artificial intelligence technology to assist with messaging, automation, analysis, and related functionality.

AI tools may process message content, communication metadata, contact information, business information, and other information necessary to provide requested functionality.

LeadExcess does not use AI to make automated decisions intended to produce legal or similarly significant effects on individuals.

AI-generated content may be used as part of automated communication systems configured by LeadExcess Users.

Users remain responsible for the manner in which they use the LeadExcess Service and AI-generated outputs.

Disclosure of Information

We do not sell, trade, or rent Users’ personal information to others for monetary compensation.

We may disclose information in the following circumstances:

1. Service Providers
   With trusted vendors and service providers that assist us in operating our websites, platform, communications, payments, infrastructure, or other business functions.
2. Advertising and Analytics Providers
   With advertising, analytics, and measurement providers, including Meta, when necessary to measure advertising performance, create audiences, conduct retargeting, or improve our marketing.
3. Legal Requirements
   When required by law, subpoena, court order, governmental request, or regulatory authority.
4. Protection of Rights and Security
   When reasonably necessary to protect our rights, Users, systems, business, property, or the safety of others, or to investigate fraud, abuse, or security incidents.
5. Business Transactions
   In connection with a merger, acquisition, financing, sale of assets, restructuring, or similar business transaction.
6. Providing the Service
   When disclosure is necessary to deliver functionality requested by Users, including messaging, AI processing, email delivery, scheduling, or A2P registration.

Depending on applicable law, certain disclosures to advertising providers may legally be considered “sharing” or “targeted advertising,” even though LeadExcess does not receive monetary payment for the information.

Your Privacy Choices

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

These rights may include the right to:

• Request access to personal information we maintain about you
• Request correction of inaccurate personal information
• Request deletion of certain personal information
• Request information regarding how personal information is collected, used, or disclosed
• Object to or restrict certain processing
• Withdraw consent where processing is based on consent
• Opt out of certain targeted advertising
• Opt out of certain sales or sharing of personal information where those terms are defined by applicable law
• Limit certain uses of sensitive personal information where applicable
• Receive equal service and treatment when exercising applicable privacy rights

Residents of certain U.S. states may have additional rights under state privacy laws.

Canadian residents may also have rights under applicable Canadian federal or provincial privacy laws regarding access, correction, consent, use, and disclosure of personal information.

Canadian privacy guidance generally requires meaningful consent and provides that Users should understand the nature, purpose, and consequences of how personal information is collected, used, or disclosed.

To exercise a privacy right, contact us at:

craig@leadexcess.com

We may need to verify your identity before fulfilling certain requests.

Where required by applicable law, we will also honor legally recognized browser-based privacy or opt-out signals.

We will not discriminate against an individual for exercising a privacy right provided by applicable law.

Advertising Choices

You may be able to manage advertising preferences through:

• Cookie or privacy controls provided on our websites
• Your web browser’s privacy settings
• Your device’s advertising settings
• Advertising-platform controls such as Meta Ad Preferences
• Legally recognized opt-out mechanisms available in your jurisdiction

Changing advertising preferences does not necessarily mean that you will stop seeing advertisements. It may instead affect whether advertisements are selected based on your activity on our websites.

Data Retention

LeadExcess retains User data for as long as necessary to provide the Service, maintain an active business relationship, comply with contractual obligations, resolve disputes, enforce agreements, and satisfy applicable legal requirements.

For platform customers, certain User data may be retained for up to ninety (90) days following termination or cancellation, unless a longer period is required or permitted by law, contract, operational necessity, backup practices, dispute resolution, or security requirements.

Some data may be retained for longer periods when necessary for accounting, legal compliance, fraud prevention, security, or enforcement purposes.

Aggregated or anonymized information that cannot reasonably identify an individual may be retained for internal reporting, analytics, product improvement, or research.

Data Security and Storage

LeadExcess uses reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, alteration, disclosure, misuse, or destruction.

These measures may include encryption in transit using TLS/SSL, access controls, authentication measures, and security practices maintained by LeadExcess and its third-party providers.

While we take reasonable measures to protect information, no electronic transmission, storage method, or security system is completely secure. We therefore cannot guarantee absolute security.

Data may be stored or processed in locations where LeadExcess or its service providers operate, subject to applicable law.

International Data Transfers

LeadExcess is based in the United States and uses service providers that may operate in the United States, Canada, and other jurisdictions.

As a result, personal information may be processed or stored outside the country, state, or province where it was originally collected.

When information is transferred internationally, we take reasonable steps to use service providers and safeguards appropriate to the nature of the information and applicable law.

Information processed in another jurisdiction may be subject to lawful access by courts, law enforcement agencies, or governmental authorities in that jurisdiction.

Children’s Privacy

The Service is intended for businesses and adults and is not directed toward children under the age of 13.

LeadExcess does not knowingly collect personal information from children under 13 through its websites for advertising or marketing purposes.

If we learn that we have collected personal information from a child in violation of applicable law, we will take reasonable steps to delete it.

Changes to This Privacy Policy

LeadExcess may update this Privacy Policy from time to time to reflect changes to our business practices, technology, services, legal requirements, or third-party providers.

When changes are made, we will revise the “Last Updated” date at the top of this page.

We encourage Users to periodically review this Privacy Policy to remain informed about how LeadExcess collects, uses, and protects information.

Where required by law, we may provide additional notice or request consent before materially changing how personal information is used.

Contacting Us

If you have questions about this Privacy Policy, our privacy practices, or your personal information, or would like to exercise an applicable privacy right, contact us at:

LeadExcess LLC
Email: craig@leadexcess.com
Phone: (816) 608-6200