Last Updated: October 24, 2025

Coastal Automations (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at coastalautomations.com, use our services, or interact with us in any way.

By using our website or services, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with this policy, please do not use our services.

1. Information We Collect

We collect several types of information from and about users of our services:

A. Personal Information You Provide

When you interact with us, you may provide:

• Contact Information: Name, email address, phone number, mailing address, business name

• Account Information: Username, password, billing information

• Business Information: Industry, company size, pain points, goals, current tools and processes

• Communication Records: Emails, SMS messages, call recordings, chat transcripts, form submissions

• Payment Information: Credit card details, billing address (processed securely through third-party payment processors)

B. Information Collected Automatically

When you visit our website, we automatically collect:

• Device Information: IP address, browser type, operating system, device identifiers

• Usage Data: Pages visited, time spent on pages, links clicked, referring website

• Cookies and Tracking Technologies: We use cookies, web beacons, and similar technologies to track activity and store preferences (see Section 8 for details)

C. Information from Third Parties

We may receive information about you from:

• Lead Generation Platforms: Facebook Lead Ads, Google Ads, LinkedIn

• Business Partners: Referral partners, affiliate networks

• Public Sources: Publicly available business directories, social media profiles

2. How We Use Your Information

We use the information we collect for the following purposes:

A. To Provide and Improve Our Services

• Deliver automation systems, workflows, and consulting services

• Respond to your inquiries and support requests

• Schedule and manage appointments and consultations

• Process payments and manage billing

• Customize and optimize our services based on your needs

B. To Communicate With You

• Send transactional messages (appointment confirmations, order updates, account notifications)

• Send service-related updates and important notices

• Provide customer support and respond to your questions

• Send marketing and promotional messages (only with your consent)

C. For Business Operations

• Analyze usage patterns and improve our website and services

• Conduct research and development

• Detect, prevent, and address fraud, security issues, and technical problems

• Comply with legal obligations and enforce our Terms of Service

D. For Marketing and Analytics

• Send newsletters, special offers, and promotional content (with your consent)

• Conduct surveys and gather feedback

• Track marketing campaign performance

• Personalize your experience on our website

3. Legal Basis for Processing (GDPR Compliance)

If you are located in the European Economic Area (EEA), we process your personal data based on:

• Consent: You have given explicit consent for specific purposes (e.g., marketing emails)

• Contract: Processing is necessary to fulfill our service agreement with you

• Legitimate Interests: We have a legitimate business interest (e.g., improving services, fraud prevention)

• Legal Obligation: We must process your data to comply with legal requirements

4. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. However, we may share your information in the following circumstances:

A. Service Providers

We share information with trusted third-party vendors who help us operate our business:

• Go High Level: CRM and automation platform

• Squarespace: Website hosting

• Stripe: Payment processing

• Google Workspace: Email and productivity tools

• Calendly: Appointment scheduling

• Email and SMS providers: For communication services

• Analytics providers: Google Analytics, Facebook Pixel

These providers are contractually obligated to protect your information and use it only for the purposes we specify.

B. Business Transfers

If Coastal Automations is involved in a merger, acquisition, sale of assets, or bankruptcy, your information may be transferred as part of that transaction. We will notify you of any such change.

C. Legal Requirements

We may disclose your information if required to do so by law or in response to:

• Court orders, subpoenas, or legal processes

• Requests from government authorities or law enforcement

• Protection of our rights, property, or safety, or that of others

• Prevention of fraud, security threats, or illegal activity

D. With Your Consent

We may share your information with third parties when you explicitly consent to such sharing.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

• Active Clients: We retain your data for the duration of our service relationship and for a reasonable period afterward to address any issues or disputes.

• Prospects and Leads: We retain contact information until you opt out or request deletion.

• Legal and Accounting Records: We may retain certain information for up to 7 years to comply with tax, accounting, and legal obligations.

When your data is no longer needed, we will securely delete or anonymize it.

6. Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

A. Access and Portability

You have the right to request a copy of the personal information we hold about you.

B. Correction

You have the right to request that we correct inaccurate or incomplete information.

C. Deletion

You have the right to request that we delete your personal information, subject to certain legal exceptions (e.g., if we need to retain it for legal compliance).

D. Opt-Out of Marketing

You can opt out of marketing emails by clicking “unsubscribe” in any promotional email. You can opt out of SMS marketing by replying “STOP” to any marketing text message.

E. Withdraw Consent

If we process your data based on consent, you have the right to withdraw that consent at any time.

F. Object to Processing

You have the right to object to certain types of processing, such as direct marketing or processing based on legitimate interests.

G. Restrict Processing

You have the right to request that we limit how we use your data in certain circumstances.

H. Data Portability (GDPR)

If you are in the EEA, you have the right to receive your data in a structured, machine-readable format and transfer it to another service provider.

How to Exercise Your Rights

To exercise any of these rights, please contact us at:

Email: Matt@coastalautomations.com

Phone: (888) 407-8868

We will respond to your request within 30 days.

7. Security of Your Information

We take the security of your personal information seriously and implement reasonable administrative, technical, and physical safeguards to protect it, including:

• Encryption of sensitive data (e.g., payment information)

• Secure servers and firewalls

• Access controls and authentication measures

• Regular security audits and updates

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website.

What Are Cookies?

Cookies are small text files stored on your device that help us recognize you, remember your preferences, and analyze website usage.

Types of Cookies We Use:

• Essential Cookies: Necessary for the website to function (e.g., session management, security)

• Analytics Cookies: Help us understand how visitors use our site (e.g., Google Analytics)

• Marketing Cookies: Track your activity across websites to deliver targeted ads (e.g., Facebook Pixel)

• Preference Cookies: Remember your settings and preferences

How to Manage Cookies:

You can control cookies through your browser settings. Most browsers allow you to:

• Block all cookies

• Accept only certain cookies

• Delete cookies after your session

Note that disabling cookies may affect the functionality of our website.

Third-Party Tracking:

We use third-party analytics and advertising services (e.g., Google Analytics, Facebook Pixel) that may track your activity across websites. You can opt out of these services:

• Google Analytics Opt-Out: https://tools.google.com/dlpage/gaoptout

• Facebook Opt-Out: Adjust your ad preferences in your Facebook settings

9. Third-Party Links and Services

Our website may contain links to third-party websites, services, or integrations (e.g., social media platforms, payment processors). We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any personal information.

10. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete it promptly. If you believe we have collected information from a child, please contact us immediately.

11. International Data Transfers

Coastal Automations is based in the United States. If you are accessing our services from outside the U.S., your information may be transferred to, stored, and processed in the United States or other countries where our service providers operate.

By using our services, you consent to the transfer of your information to countries that may have different data protection laws than your country of residence.

If you are in the EEA, we take steps to ensure that your data is protected in accordance with GDPR, including using standard contractual clauses or other approved transfer mechanisms.

12. California Privacy Rights (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

A. Right to Know

You have the right to request information about the categories and specific pieces of personal information we have collected about you in the past 12 months.

B. Right to Delete

You have the right to request deletion of your personal information, subject to certain exceptions.

C. Right to Opt-Out of Sale

We do not sell your personal information. However, if we ever do, you have the right to opt out.

D. Right to Non-Discrimination

You have the right to not be discriminated against for exercising your CCPA rights.

How to Exercise Your CCPA Rights:

Contact us at:

Email: Matt@coastalautomations.comPhone: (888) 407-8868

We will verify your identity before processing your request.

13. Do Not Track Signals

Some web browsers have a “Do Not Track” (DNT) feature that signals websites not to track your activity. Our website does not currently respond to DNT signals. However, you can control tracking through your browser settings and third-party opt-out tools.

14. SMS and Text Messaging

By providing your phone number and consenting to receive text messages, you agree to receive:

• Transactional Messages: Appointment reminders, order confirmations, account notifications

• Marketing Messages: Promotional offers, updates, and special deals (only if you opt in)

Message Frequency:

Message frequency varies based on your activity and preferences.

Message and Data Rates:

Standard message and data rates may apply, as charged by your mobile carrier.

Opt-Out:

You can opt out of SMS messages at any time by replying STOP to any text message. You will receive a confirmation message. After opting out, you will no longer receive SMS messages from us, except for transactional messages related to active services.

Help:

For assistance, reply HELP to any text message or contact us at (888) 407-8868.

Supported Carriers:

Our SMS services are supported by major U.S. carriers. Contact your carrier for details on message and data rates.

15. Email Communications

By providing your email address, you consent to receive:

• Transactional Emails: Account notifications, appointment confirmations, service updates

• Marketing Emails: Newsletters, promotional offers, product updates (only if you opt in)

Opt-Out:

You can unsubscribe from marketing emails at any time by clicking the “Unsubscribe” link at the bottom of any email. You will continue to receive transactional emails related to your account or services.

16. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make changes, we will:

• Update the “Last Updated” date at the top of this policy

• Post the revised policy on our website

• Notify you of material changes via email or prominent notice on our website (if required by law)

Your continued use of our services after changes are posted constitutes your acceptance of the updated policy. We encourage you to review this Privacy Policy periodically.

17. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Coastal Automations Email: Matt@coastalautomations.comPhone: (888) 407-8868

Website: coastalautomations.com

We will respond to your inquiry within 30 days.

By using our services, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.