Privacy Policy
Table of Contents
Who We Are and Why This Policy Exists
TradeMarked Consulting ("TradeMarked," "we," "us," "our") is a growth consulting and implementation firm headquartered at 400 Applewood Crescent, Suite 100, Concord, Ontario, L4K 0C3, Canada. We help established service businesses implement coordinated systems for demand generation, conversion, customer retention, and performance measurement.
We collect, use, and store personal information in the course of running our business - including when contractors and other business owners fill out our lead capture forms, request Growth Audits, communicate with our team, and engage our services.
This Privacy Policy explains what information we collect, why we collect it, how we use and protect it, who we share it with, and what rights you have over your personal information.
We are committed to complying with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA), Quebec's Act Respecting the Protection of Personal Information (Law 25), Canada's Anti-Spam Legislation (CASL), and applicable international standards including GDPR-aligned principles for our international visitors.
Section 1 - Our Privacy Officer
TradeMarked Consulting has designated a Privacy Officer responsible for overseeing our compliance with Canadian privacy law and this Privacy Policy.
Privacy Officer, TradeMarked Consulting
Email: privacy@trademarkedconsulting.com
Phone: +1 888-680-7593
Address: 400 Applewood Crescent, Suite 100, Concord, ON L4K 0C3, Canada
If you have questions, concerns, or requests related to your personal information, contact our Privacy Officer directly. We will respond to all privacy inquiries within 30 days.
Section 2 - What Personal Information We Collect
We collect only the personal information necessary to deliver our services and communicate with you effectively.
2.1 Information You Provide Directly
Through our lead capture and audit request forms ("Claim Your Area," "Get My Free Growth Audit," and contact forms):
- Full name
- Business name
- Phone number
- Email address
- Service area (city, region, or geographic area)
- Industry or trade type
- Website URL
- Google Business Profile link (optional)
- Monthly marketing budget range (optional)
- Descriptions of your current visibility challenges
Through Growth Audit consultations and client onboarding:
- Business information, goals, and challenges you share verbally or in writing
- Login credentials and account access information for platforms we manage on your behalf (Google Business Profile, Google Ads, Google Analytics, social media accounts, CRM platforms)
- Billing and payment information (processed by our payment processor - we do not store full card numbers)
Through email, phone, and SMS communications:
- Messages and correspondence you send to our team
- Your contact details as provided in email signatures or phone records
2.2 Information Collected Automatically
When you visit trademarkedconsulting.com or our landing pages, we automatically collect:
- IP address and approximate geographic location
- Browser type, version, and operating system
- Device type (desktop, tablet, mobile)
- Referring website or URL (how you arrived at our site)
- Pages visited, time spent on each page, and navigation path
- Session duration and click activity
- Cookies and similar tracking identifiers (see Section 5)
2.3 Information From Third-Party Sources
In some circumstances, we may receive information about you from third-party platforms, including:
- Ad platforms (Google Ads, Meta/Facebook) that provide anonymized audience data
- CRM and marketing automation tools that sync contact information
- Publicly available business directories or Google Business Profile data relevant to providing our services
Section 3 - Why We Collect and Use Your Personal Information
We collect and use your personal information for the following purposes:
| Purpose | Legal Basis |
|---|---|
| To respond to your inquiry and discuss your Growth Audit request | Your consent (form submission) |
| To deliver our Service Business Growth System and other services | Performance of a contract |
| To communicate about your account, billing, and service updates | Performance of a contract |
| To send marketing emails, newsletters, and promotional communications | Express or implied consent under CASL |
| To analyze website performance and improve user experience | Legitimate interest; cookie consent where required |
| To run retargeting advertising (if you've consented to marketing cookies) | Your consent |
| To comply with legal obligations | Legal obligation |
| To maintain records for tax, accounting, and regulatory purposes | Legal obligation |
| To protect against fraud, unauthorized access, and abuse | Legitimate interest |
We do not use your personal information for purposes beyond those listed above without obtaining your prior consent.
Section 4 - Consent
4.1 How We Obtain Consent
We obtain your consent through:
- Form submission: When you submit a lead capture form, contact form, or audit request form, you consent to being contacted for the stated purpose.
- Express written consent: For ongoing marketing communications, we rely on express consent obtained at the point of form submission.
- Cookie consent banner: For visitors from Quebec and international visitors, we obtain active (not pre-checked) cookie consent before placing non-essential cookies.
4.2 Withdrawing Consent
You may withdraw your consent at any time:
- Email communications: Click the "Unsubscribe" link in any email we send, or email privacy@trademarkedconsulting.com.
- SMS communications: Reply "STOP" to any text message we send.
- All other consent: Contact our Privacy Officer at privacy@trademarkedconsulting.com.
Note: Withdrawing consent may limit our ability to provide certain services.
4.3 CASL Compliance
All commercial electronic messages sent by TradeMarked Consulting comply with Canada's Anti-Spam Legislation (CASL). We send commercial messages only to individuals who have provided express or valid implied consent, and every message includes a functional unsubscribe mechanism.
Section 5 - Cookies and Tracking Technologies
5.1 What Cookies We Use
Essential cookies (always active - no consent required): These cookies are necessary for the website to function and include session management and security cookies.
Analytics cookies (require consent for Quebec residents): These help us understand how visitors interact with our website. We use Google Analytics 4 and Google Tag Manager.
Marketing and advertising cookies (require consent): Used to build audience profiles and deliver relevant advertising. May include Meta Pixel (if retargeting campaigns are active) and Google Ads remarketing tags.
5.2 Managing Your Cookie Preferences
All visitors: On your first visit, a cookie consent banner allows you to accept or decline non-essential cookie categories. You can change your preferences at any time by clearing your browser cookies and revisiting the site.
Quebec residents: We use an active opt-in consent mechanism. Non-essential cookies are not placed until you explicitly click to accept.
Section 6 - Third-Party Service Providers
We share personal information with the following third-party service providers. All third parties are contractually required to use your information only for the purposes we specify.
| Service Provider | Purpose | Data Shared |
|---|---|---|
| GoHighLevel (CRM) | Contact management, pipeline tracking, marketing automation | Name, email, phone, business info |
| Google Analytics / Google Tag Manager | Website analytics | Anonymized usage data, IP addresses |
| Google Workspace | Email and business communications | Email correspondence |
| Yext / BrightLocal | Local citation management for clients | Client business information |
| Semrush | SEO research and reporting | No personal data - analytical tool |
| Payment Processors | Processing subscription and service fees | Payment information (processed by provider - not stored by us) |
| Meta (Facebook) | Advertising platform (if retargeting enabled) | Anonymized audience data (only with consent) |
| Manus | Website deployment and hosting | Technical site data |
We do not sell your personal information to third parties. Ever.
Section 7 - Cross-Border Data Transfers
Our business is headquartered in Ontario, Canada. Some of our third-party service providers (including Google and GoHighLevel) are headquartered in the United States and process data on servers located outside Canada.
We take reasonable steps to ensure that third-party providers who receive your information maintain appropriate security and privacy standards. For transfers of Quebec residents' personal information, we conduct Privacy Impact Assessments (PIAs) as required by Quebec's Law 25.
Section 8 - How We Use AI Tools
TradeMarked Consulting uses artificial intelligence tools in the delivery of our services. We disclose the following:
- AI tools may be used to assist in creating marketing content, strategy documents, audit reports, and other deliverables on behalf of clients.
- Client-specific personal information is not used to train third-party AI language models.
- All AI-generated content that will be published or used on behalf of a client is reviewed and approved by a human specialist before delivery.
- Our AI-assisted work product is subject to the same quality standards, confidentiality obligations, and intellectual property terms as all other deliverables.
Section 9 - Data Retention
We retain personal information only as long as necessary for the purposes it was collected, or as required by law.
| Data Category | Retention Period |
|---|---|
| Lead and prospect contact data | 2 years from last interaction, or until consent is withdrawn |
| Active client data | Duration of the engagement + 3 years post-termination |
| Billing and financial records | 7 years (required under Canadian tax law) |
| Website analytics data | Per Google Analytics default settings (26 months unless adjusted) |
| Email correspondence | 3 years |
| Cookie consent records | 3 years from the date of consent |
When personal information is no longer required, we delete or anonymize it using secure methods.
Section 10 - How We Protect Your Information
Our security measures include:
- Encryption of data in transit using SSL/TLS protocols
- Access controls and role-based permissions for team members
- Multi-factor authentication on critical platforms
- Regular security reviews of our tools and processes
- Contractual data protection requirements with all service providers
No method of data transmission over the internet or electronic storage is 100% secure. While we take commercially reasonable precautions, we cannot guarantee absolute security.
Section 11 - Privacy Breach Notification
In the event of a privacy breach that poses a real risk of significant harm, we will:
- Investigate and contain the breach as quickly as possible
- Notify you as soon as reasonably practicable, with a description of the breach, the information involved, and the steps we are taking
- Report to the Office of the Privacy Commissioner of Canada (OPC) as required under PIPEDA
- Report to the Commission d'accès à l'information (CAI) if the breach involves Quebec residents, as required under Law 25
- Maintain a record of all privacy breaches for a minimum of 24 months
To report a potential privacy concern or suspected breach, contact our Privacy Officer immediately at privacy@trademarkedconsulting.com.
Section 12 - Children's Privacy
Our services are directed exclusively at business owners, contractors, and professionals. We do not knowingly collect personal information from individuals under the age of 16. If you believe we have collected information from a person under 16, please contact privacy@trademarkedconsulting.com.
Section 13 - Your Rights
Rights Available to All Visitors (PIPEDA):
- Right to access: Request a copy of the personal information we hold about you
- Right to correction: Request that inaccurate or incomplete information be corrected
- Right to withdraw consent: Withdraw consent to certain uses of your data at any time
- Right to complaint: Lodge a complaint with the Office of the Privacy Commissioner of Canada at www.priv.gc.ca
Additional Rights for Quebec Residents (Law 25):
- Right to erasure: Request deletion of your personal information
- Right to data portability: Request your information in a structured, machine-readable format
- Right to object to automated decision-making: Request human review of automated decisions that significantly affect you
- Right to de-index: Request removal of personal information published online in certain circumstances
Rights for EU/EEA Residents (GDPR-Aligned):
All rights listed above, plus the right to lodge a complaint with your local supervisory authority.
How to Exercise Your Rights:
Submit a written request to privacy@trademarkedconsulting.com. We will respond within 30 days.
Section 14 - Links to Other Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices of third-party websites and encourage you to read their privacy policies before providing any personal information.
Section 15 - Changes to This Privacy Policy
We review this Privacy Policy at least annually. When we make material changes, we will update the "Last Updated" date at the top of this page and notify active clients by email where the changes materially affect how we handle their data.
Section 16 - Contact Us
TradeMarked Consulting
Privacy Officer
400 Applewood Crescent, Suite 100
Concord, ON L4K 0C3, Canada
Email: privacy@trademarkedconsulting.com
Phone: +1 888-680-7593
Website: trademarkedconsulting.com
This Privacy Policy is provided for informational purposes. TradeMarked Consulting recommends consulting a licensed Canadian privacy lawyer to validate compliance for your specific circumstances, particularly with respect to Quebec Law 25 and evolving federal privacy legislation.