Privacy Policy

1. Overview

Scale Locally ("Company," "we," "our," or "us") provides websites, CRM software (Scale Locally OS), AI agents, review automation, missed-call text-back, local SEO, all-in-one inbox, Meta (Facebook & Instagram) advertising management, and related marketing services to contractors and local service businesses. This Privacy Policy describes how we collect, use, disclose, and protect personal information when you visit scalelocally.ai, interact with our chat widget, submit a lead form, book an appointment, or use any of our services.

2. Business Information

• Legal Business Name: Scale Locally
• Website: https://scalelocally.ai
• Primary Service Area: United States
• Business Email: support@scalelocally.ai

3. Information We Collect

We collect information you voluntarily provide and certain technical data gathered automatically when you use our website and services.

Information you provide directly:

• Name and business name
• Phone number and email address
• Business location, city, and service area
• Primary trade or industry
• Details submitted through contact forms, the chat widget, or booking calendar
• Communications you send us via email, SMS, chat, or phone
• Billing and payment information processed through our secure checkout pages (Foundation, Growth, Apex, and Scale plans)

Information collected automatically:

• IP address, browser type, device type, and operating system
• Pages visited, referring URLs, and usage patterns
• Cookies and similar tracking technologies
• Approximate geographic location derived from your IP address

4. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and provide customer support
• Schedule calls, demos, and onboarding sessions
• Build, host, and maintain your website and CRM account
• Operate AI agents, review automation, missed-call text-back, and all-in-one inbox features on your behalf
• Create, manage, and optimize Meta advertising campaigns
• Process payments and manage subscriptions
• Send service updates, notifications, and marketing communications
• Improve our website, services, and customer experience
• Comply with legal obligations and enforce our terms

We do not sell, rent, or trade your personal information to third parties for their promotional use.

5. SMS, Text Messaging & A2P Consent

By submitting your phone number through this website, our forms, our chat widget, or our booking calendar, you consent to receive calls and text messages from Scale Locally and our authorized messaging providers regarding:

• Appointment scheduling, confirmations, and reminders
• Onboarding and account setup updates
• Service notifications and account alerts
• Customer support and follow-up communications
• Missed-call text-back messages

• Message frequency varies based on your interaction with us and the services you use.
• SMS consent is not shared with third parties except messaging delivery providers required to transmit messages.
• Standard message and data rates may apply.
• You may opt out at any time by replying STOP to unsubscribe or HELP for assistance.
• Consent to receive text messages is not a condition of any purchase.
• Mobile information is not shared with third parties or affiliates for marketing or promotional purposes.
• We comply with applicable A2P 10DLC registration and carrier requirements for business messaging.

6. Chat Widget & Lead Forms

Our website uses a third-party chat widget and embedded lead forms to help you connect with us. When you interact with the chat widget or submit a form, the information you provide (including name, phone, email, trade, and message) is transmitted to our CRM and may be used to contact you, schedule appointments, and provide services.

The chat widget and forms are provided by third-party platforms that may collect technical data (such as IP address and browser information) in accordance with their own privacy policies. We use this data to respond to your inquiry and improve our services.

7. Cookies & Tracking Technologies

We use cookies and similar technologies to operate our website, remember your preferences, analyze traffic, and measure advertising effectiveness. Types of cookies we may use include:

• Essential cookies — required for the website to function properly.
• Analytics cookies — help us understand how visitors use our site.
• Advertising cookies — used to deliver relevant ads on Meta and other platforms and measure ad performance.

You can disable cookies through your browser settings, but some features of our website may not function properly without them.

8. Third-Party Services

We rely on trusted third-party providers to deliver our services, including:

• Website hosting and content delivery
• CRM, automation, and lead management platforms
• Chat widget and form embedding services
• Email and SMS delivery providers
• Calendar and appointment booking systems
• Payment processing for subscription plans
• Meta (Facebook & Instagram) advertising platforms
• Analytics and conversion tracking tools

These providers process data in accordance with their own privacy policies and are required to maintain appropriate security standards. We only share the information necessary to provide our services to you.

9. How We Share Information

We may share your information in the following circumstances:

• With service providers who help us operate our business and deliver services to you
• To comply with legal obligations, court orders, or government requests
• To protect our rights, property, safety, or the safety of others
• In connection with a merger, acquisition, or sale of all or part of our business
• With your consent or at your direction

10. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure. By using our website and services, you acknowledge this inherent risk.

11. Data Retention

We retain your personal information for as long as your account is active or as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. If you cancel your subscription, your website will be taken down, but you may export your contacts, website files, and data before cancellation is finalized.

12. Your Privacy Rights

Depending on your location, you may have the right to:

• Access the personal information we hold about you
• Correct inaccurate or incomplete information
• Request deletion of your personal information
• Opt out of marketing communications at any time
• Withdraw consent for SMS/text messaging
• Request a copy of your data in a portable format

To exercise any of these rights, email us at support@scalelocally.ai.

13. Children's Privacy

Our services are intended for businesses and individuals aged 18 and older. We do not knowingly collect personal information from children under 13. If you believe we have collected such information, please contact us so we can delete it.

14. International Users

Our services are primarily offered to businesses in the United States. If you access our website from outside the U.S., your information may be transferred to and processed in the United States, where privacy laws may differ from those in your jurisdiction.

15. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. Updated versions will be posted on this page with a revised date. We encourage you to review this page periodically.

16. Contact Us

If you have questions about this Privacy Policy or how we handle your personal information, please contact us at support@scalelocally.ai.