Privacy Policy.
Last updated: [10,01,2026]
ClientsNearby (“ClientsNearby”, “we”, “us”, “our”) is operated by [Legal Business Name], [Address, City, Province/State, Country]. We provide local search and AI visibility, AI agents (voice, chat and WhatsApp), and performance marketing services to local businesses in Canada and the United States.
This policy explains what personal information we collect, how we use it, and your choices. By using clientsnearby.com (the “Site”) or contacting us, you agree to this policy.
1. Information we collect
Information you give us – Name, email address, phone number, business name, industry and city, submitted through our forms (the “Free Growth Audit” form, contact form and missed-call calculator). – Anything you tell us in emails, calls, chats or messages.
Information collected automatically – Device and browser type, IP address, pages viewed, referring site and approximate location. – Cookies and similar technologies (see section 6).
Calls, chats and messages with our AI – If you call or message our AI demo line (+1 (226) 458-3042), we may collect your phone number, the audio and a transcript of the conversation, and the details you share. Calls to our AI line may be recorded to deliver and improve the service.
Information we handle for clients – When we run an AI receptionist or marketing for a client, we process their customers’ call, chat and booking details on the client’s behalf. In that case the client is responsible for the data and we act as its service provider.
2. How we use information
- To respond to your inquiry and prepare your free audit or pricing estimate.
- To provide, operate and improve our Site and services, including our AI agents.
- To contact you by phone, email or text about your inquiry, with your consent (see section 5).
- To send marketing messages, where you have consented or the law allows. You can opt out at any time.
- To measure Site performance, prevent fraud and abuse, and keep our systems secure.
- To meet legal obligations and enforce our terms.
3. Legal basis and consent (Canada, US and where applicable)
We collect and use personal information with your consent or where the law allows. We comply with Canada’s PIPEDA and CASL, and with applicable US laws such as the TCPA and state privacy laws including CCPA/CPRA. You may withdraw consent at any time, subject to legal or contractual restrictions.
4. How we share information
We do not sell your personal information. We share it only with: – Service providers that help us run the business, such as website hosting (WordPress), CRM and forms (HubSpot), chat and CRM tools (Zoho), analytics, telephony, SMS, email and AI-processing vendors. – Professional advisers such as lawyers, accountants and insurers. – Authorities, when required by law or to protect rights and safety. – A successor, if we merge with or sell part of our business.
Our vendors may only use your information to provide services to us.
5. Calls, text messages and email
- By submitting our form or contacting us, you agree that ClientsNearby may contact you by phone, email or text message about your inquiry.
- Consent is not a condition of purchase. Message and data rates may apply.
- Reply STOP to any text to opt out, or HELP for help. Every marketing email has an unsubscribe link.
- You may be speaking with an AI assistant on our phone, chat or WhatsApp lines. It will be identified as such, and you can ask for a human at any time.
- We do not share mobile numbers or SMS consent with third parties for their own marketing.
6. Cookies and analytics
We use cookies and similar tools to make the Site work, understand traffic and measure our marketing. You can block or delete cookies in your browser settings, though parts of the Site may not work properly. Where required, we ask for your consent to non-essential cookies.
7. Data retention
We keep personal information only as long as needed for the purposes above or as the law requires. Call recordings and transcripts are kept for [e.g., 12 months] unless needed longer for a client agreement or a legal reason. After that we delete or anonymize them.
8. Security
We use reasonable technical and organizational safeguards, including access controls and encryption in transit. No system is completely secure, so we cannot guarantee absolute security. Report any concern to the contact below.
9. Your rights
Depending on where you live, you may have the right to: – access the personal information we hold about you; – correct or update it; – delete it; – withdraw consent or opt out of marketing; – ask for a copy in a portable format; – (California residents) know what we collect, opt out of “sale” or “sharing” (we do not sell or share personal information for cross-context advertising), and not be discriminated against for exercising your rights.
To exercise a right, email info@clientsnearby.com. We may need to verify your identity and will respond within the time the law requires (generally 30 days). If you are unhappy with our response, you may contact the Office of the Privacy Commissioner of Canada or your state or provincial regulator.
10. International transfers
We serve customers in Canada and the US, and our service providers may process data in either country or elsewhere. Your information may be subject to the laws of those places, including access by their authorities.
11. Children
Our Site and services are not directed to anyone under 16, and we do not knowingly collect their information. Contact us if you think a child has given us personal data and we will delete it.
12. Third-party links
The Site may link to other websites (for example social profiles). We are not responsible for their privacy practices.
13. Changes to this policy
We may update this policy and will change the “Last updated” date above. Material changes will be posted on the Site.
14. Contact us
ClientsNearby ([Legal Business Name]) [Address, City, Province/State, Postal/ZIP, Country] Email: info@clientsnearby.com | Phone: +1 (226) 458-3042 Privacy contact: [Name / Title]