HomePrivacy Policy

    Privacy Policy

    Last Updated: June 14, 2026

    Website: https://theyoungrooferagency.com

    Company: The Youngroofer Agency

    Email: info@theyoungrooferagency.com

    Phone: 844-708-9899

    1. PURPOSE OF THIS PRIVACY POLICY

    The Youngroofer Agency respects your privacy and is committed to protecting the personal information we collect, use, disclose, and store when you visit our website, book an assessment, download a resource, contact us, communicate with us, or engage us to build, install, or support Builder OS systems for your business.

    This Privacy Policy explains what information we collect, why we collect it, how we use it, when we share it, how we protect it, and what rights you have regarding your personal information.

    This Privacy Policy applies to:

    • The Youngroofer Agency website.
    • Builder OS assessment bookings.
    • Website forms, landing pages, quizzes, calculators, and downloadable resources.
    • Email, SMS, phone, chat, video call, and other communications with us.
    • Client onboarding, project delivery, system setup, automation, reporting, and support.
    • Any related services, templates, SOPs, dashboards, tools, systems, or digital resources offered by The Youngroofer Agency.

    2. WHO WE ARE

    The Youngroofer Agency builds and installs Builder OS, a contractor operating system designed to help contractors and blue-collar businesses improve lead capture, sales follow-up, customer communication, operations, reporting, hiring, and business control.

    Because our services may involve CRM systems, forms, calendars, call tracking, chat capture, missed-call follow-up, AI agents, automation, dashboards, and business workflows, we may collect and process personal information, business information, lead information, customer information, and system usage data.

    3. PERSONAL INFORMATION WE COLLECT

    We collect only the personal information reasonably necessary to operate our website, communicate with you, provide our services, build your systems, support your account, and improve our business.

    The types of information we may collect include:

    • Contact information, such as first name, last name, business name, email address, phone number, mailing address, website URL, and social media profiles.
    • Business information, such as company name, trade, service area, team size, lead volume, revenue range, job value, sales process, current systems, software tools, growth goals, operational bottlenecks, and marketing information.
    • Assessment and booking information, such as your selected appointment time, form responses, calendar booking details, notes, and questions.
    • Calculator, quiz, and assessment data, such as lead volume, conversion rate, average job value, missed opportunities, estimated revenue impact, system readiness, and business priorities.
    • Resource download information, such as your name, email address, business type, trade, and the resource requested.
    • Communication information, such as emails, SMS messages, phone calls, voicemail, chat messages, form submissions, meeting notes, video call notes, proposal discussions, support requests, and feedback.
    • Client system and project information, such as CRM data, pipeline stages, lead sources, customer records, forms, calendars, workflows, automations, dashboards, email templates, SMS templates, call scripts, website content, SOPs, login access provided by you, and integration details.
    • Lead, customer, employee, subcontractor, vendor, or candidate information processed for clients, such as names, phone numbers, emails, addresses, project details, appointment details, job status, lead source, messages, call history, hiring information, and onboarding information.
    • Website and device information, such as IP address, browser type, device type, operating system, referring website, pages viewed, links clicked, approximate location, time spent on the site, cookie identifiers, and analytics data.
    • Payment and billing information, such as invoice details, billing address, payment status, tax information, transaction records, and related account information.
    • Information from third parties, such as public business directories, referral partners, advertising platforms, CRM tools, analytics tools, social media platforms, and other service providers where permitted by law.

    4. INFORMATION WE DO NOT INTENTIONALLY COLLECT

    We do not intentionally collect sensitive personal information unless it is necessary for a specific service, required by law, or voluntarily provided by you.

    Sensitive information may include health information, government identification numbers, financial account details, precise geolocation, race, religion, political views, biometric data, or other highly sensitive information.

    If you provide sensitive information to us or upload it into systems we build or support, you are responsible for ensuring you have the lawful authority and consent to do so.

    5. HOW WE COLLECT INFORMATION

    We may collect information when you:

    • Visit our website.
    • Book a Builder OS assessment.
    • Submit a form.
    • Use a calculator, quiz, or assessment.
    • Download a resource.
    • Call, text, email, or chat with us.
    • Subscribe to content or marketing.
    • Engage with our ads, emails, SMS messages, or social media.
    • Attend a meeting, demo, consultation, or onboarding call.
    • Become a client.
    • Give us access to your business systems.
    • Use systems, automations, dashboards, forms, calendars, or tools we build.
    • Provide feedback, testimonials, or reviews.
    • Interact with automated agents, chatbots, voice agents, or follow-up systems.

    6. HOW WE USE PERSONAL INFORMATION

    We may use personal information to:

    • Operate our website.
    • Provide access to resources.
    • Process bookings and assessment requests.
    • Respond to inquiries.
    • Deliver consultations, assessments, proposals, and services.
    • Build, install, configure, connect, test, and support Builder OS systems.
    • Create and manage CRM pipelines, forms, calendars, workflows, automations, dashboards, and communication systems.
    • Send appointment confirmations, reminders, onboarding instructions, support messages, project updates, invoices, and account notices.
    • Send educational content, resources, offers, case studies, newsletters, updates, and marketing communications where permitted by law.
    • Analyze website performance, form performance, campaign performance, and service performance.
    • Improve our resources, systems, offers, workflows, and customer experience.
    • Personalize recommendations based on your trade, business stage, bottlenecks, and goals.
    • Protect against spam, fraud, abuse, security threats, unauthorized access, legal claims, and misuse.
    • Comply with legal, tax, accounting, regulatory, privacy, and anti-spam obligations.

    7. CONSENT

    We collect, use, and disclose personal information with your consent, where required, or as otherwise permitted or required by law.

    Consent may be express, such as when you submit a form, book an assessment, agree to receive communications, sign an agreement, or provide access to your systems.

    Consent may also be implied, such as when you contact us with a business inquiry and we respond to that inquiry.

    You may withdraw consent at any time, subject to legal or contractual restrictions. If you withdraw consent, we may not be able to provide certain services, complete your project, maintain your systems, or communicate with you about relevant matters.

    8. EMAIL, SMS, PHONE, AND COMMERCIAL MESSAGES

    We may contact you by email, SMS, phone, voicemail, chat, or other reasonable business communication methods.

    Service-related messages may include appointment reminders, assessment details, project updates, onboarding steps, support messages, billing notices, security alerts, and system notifications.

    Commercial messages may include offers, resources, newsletters, case studies, service information, event invitations, or promotional content.

    Where required by law, we will seek consent before sending commercial electronic messages, identify ourselves in those messages, and provide a clear way to unsubscribe.

    You can opt out of marketing communications at any time. Even after opting out, we may still send non-marketing messages related to active services, transactions, contracts, appointments, invoices, security, or support.

    9. AI, AUTOMATION, CHATBOTS, AND VOICE AGENTS

    Our services may include AI tools, automation, chat widgets, voice agents, message agents, appointment booking systems, missed-call text-back systems, CRM workflows, lead qualification tools, and automated follow-up systems.

    When you interact with these tools, the system may collect, process, generate, summarize, route, or store information you provide. This may include names, phone numbers, emails, project details, service requests, call transcripts, chat messages, appointment details, and lead qualification responses.

    AI and automation tools may assist with communication, routing, scheduling, summarization, follow-up, and internal recommendations. They are not a substitute for professional legal, financial, accounting, engineering, safety, insurance, employment, or construction advice.

    Clients using systems we build are responsible for reviewing automated messages, ensuring accuracy, obtaining required consents, maintaining appropriate business practices, and complying with applicable laws in their own operations.

    10. COOKIES AND TRACKING TECHNOLOGIES

    We may use cookies, pixels, tags, scripts, analytics tools, advertising tools, and similar technologies to operate the website, remember preferences, understand user behaviour, measure marketing performance, improve the site, detect issues, and deliver relevant content.

    Cookies may collect information such as IP address, browser type, device type, pages visited, time on site, referring source, form activity, and advertising interaction.

    You can adjust your browser settings to block or delete cookies. If you disable cookies, some website features may not work properly.

    11. ANALYTICS AND ADVERTISING

    We may use analytics and advertising tools to understand how visitors find and use our website, measure ad performance, improve conversion rates, retarget visitors, and understand which campaigns generate inquiries.

    These tools may use cookies, pixels, device identifiers, IP addresses, and browsing behaviour. The information may be processed by third-party providers according to their own privacy practices.

    12. HOW WE SHARE INFORMATION

    We do not sell personal information.

    We may share personal information with trusted third parties when reasonably necessary to operate our business, provide our services, support client systems, comply with law, or protect our rights.

    This may include:

    • Technology providers.
    • CRM and automation platforms.
    • Website and hosting providers.
    • Email, SMS, phone, and call tracking providers.
    • Calendar and booking tools.
    • Analytics and advertising platforms.
    • Payment processors.
    • AI and automation tools.
    • Project management and support tools.
    • Developers, designers, contractors, freelancers, consultants, and advisors.
    • Accountants, bookkeepers, lawyers, and professional advisors.
    • Third parties you authorize us to work with.
    • Government, regulatory, legal, or enforcement authorities where required or permitted by law.

    13. CLIENT-DIRECTED SHARING

    If you are a client, we may share information as directed by you, such as with your team members, vendors, subcontractors, CRM users, marketing platforms, calendar users, call tracking tools, advertising accounts, website tools, or other systems you authorize.

    14. BUSINESS TRANSFERS

    If we are involved in a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction, personal information may be disclosed or transferred as part of that transaction, subject to appropriate safeguards.

    15. INTERNATIONAL AND CROSS-BORDER PROCESSING

    Some of our service providers, technology platforms, hosting providers, analytics providers, communication tools, payment processors, or AI tools may process or store information outside your province, territory, or country.

    This means your information may be subject to the laws of the jurisdiction where it is processed or stored, including access by courts, law enforcement, regulators, or government authorities in those jurisdictions.

    By using our website or services, you understand that your information may be transferred, processed, or stored outside your local jurisdiction where permitted by law.

    16. DATA RETENTION

    We retain personal information only as long as reasonably necessary for the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law.

    Retention periods may depend on the type of information, the purpose for collection, active client relationships, project requirements, support needs, tax and accounting obligations, legal obligations, contract requirements, dispute resolution, and security needs.

    When information is no longer required, we will delete, anonymize, archive, or securely dispose of it in a reasonable manner.

    17. SECURITY SAFEGUARDS

    We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, disclosure, alteration, or destruction.

    Safeguards may include access controls, password protection, role-based permissions, secure platforms, encryption where available, internal procedures, limited access, staff or contractor confidentiality expectations, and monitoring for unauthorized activity.

    No system, website, platform, automation, AI tool, email system, SMS system, or internet transmission is completely secure. We cannot guarantee absolute security.

    18. PRIVACY BREACHES

    If we become aware of a privacy breach involving personal information under our control, we will take reasonable steps to contain, investigate, assess, and respond to the breach.

    Where required by law, we will notify affected individuals, regulators, clients, or other parties if the breach creates a real risk of significant harm or if notification is otherwise required.

    Clients are responsible for notifying us promptly if they become aware of any suspected unauthorized access, misuse, breach, or security issue involving systems we build, support, or access.

    19. YOUR RIGHTS AND CHOICES

    Depending on applicable law, you may have the right to:

    • Request access to your personal information.
    • Request correction of inaccurate or incomplete information.
    • Withdraw consent, subject to legal or contractual restrictions.
    • Ask how your information has been used or disclosed.
    • Ask questions about our privacy practices.
    • Request deletion where legally available.
    • Opt out of marketing communications.
    • Challenge our compliance with this Privacy Policy.

    To make a privacy request, contact us at info@theyoungrooferagency.com.

    We may need to verify your identity before responding. We will respond within a reasonable time, subject to applicable law.

    20. CLIENT RESPONSIBILITIES

    If you are a client using Builder OS systems, you are responsible for:

    • Ensuring you have authority to provide customer, lead, employee, candidate, vendor, or business information to us.
    • Providing required notices and obtaining required consents from your own customers, leads, employees, candidates, and users.
    • Reviewing and approving automated workflows, messages, forms, calendars, scripts, AI responses, and data collection practices.
    • Maintaining accurate information in your systems.
    • Managing user access, passwords, permissions, and internal security.
    • Complying with privacy, anti-spam, employment, consumer protection, advertising, construction, and industry-specific laws that apply to your business.
    • Using the systems lawfully and responsibly.

    21. THIRD-PARTY WEBSITES AND PLATFORMS

    Our website or communications may link to third-party websites, platforms, videos, tools, calendars, payment processors, social media pages, or resources.

    We are not responsible for the privacy practices, content, security, or policies of third-party websites or platforms. You should review their privacy policies before providing personal information to them.

    22. CHILDREN'S PRIVACY

    Our website and services are intended for businesses and adults. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child without appropriate consent, we will take reasonable steps to delete it.

    23. TESTIMONIALS, CASE STUDIES, AND REVIEWS

    If you provide a testimonial, review, success story, case study, logo, business name, photo, video, or other feedback, you grant us permission to use it for marketing, promotional, educational, and business purposes, unless otherwise agreed in writing.

    We may edit testimonials for length, clarity, grammar, or formatting, but we will not intentionally change the meaning.

    If a case study includes sensitive business information, results, screenshots, revenue numbers, customer data, or internal operations, we will seek appropriate approval before publishing identifiable details.

    24. CHANGES TO THIS PRIVACY POLICY

    We may update this Privacy Policy from time to time to reflect changes in our services, legal requirements, technology, business practices, or website features.

    The updated version will be posted on our website with a new effective date. Your continued use of our website or services after changes are posted means you accept the updated Privacy Policy.

    25. CONTACT US

    If you have questions, requests, or concerns about this Privacy Policy or how we handle personal information, contact us at:

    The Youngroofer Agency
    Email: info@theyoungrooferagency.com
    Phone: 844-708-9899
    Website: https://theyoungrooferagency.com