Privacy
Privacy Policy
How Advisory Scale handles personal information, communications, cookies, and campaign attribution.
Effective date and scope
Effective date and last updated date: August 30, 2026. This Privacy Policy describes how Advisory Scale, operating from Ottawa, Ontario, Canada, handles information collected through this website, strategy-call booking, communications, and related services. This page is general information, not legal advice.
Information collected
We may collect information you provide directly, including name, business email, phone number, company, website, revenue range, message, inquiry consent, optional marketing consent, and optional SMS consent. We may also collect device, browser, cookie, local-storage, referral, campaign, UTM, fbclid, gclid, ad, adset, scheduling, and interaction information.
Sources and purposes
Information may come from you, Calendly scheduling activity, GoHighLevel or LeadConnector CRM records, service providers, advertising platforms, and website technologies. We use it to respond to inquiries, schedule and prepare for calls, manage relationships, operate the site, measure campaigns where consent applies, protect security, and meet legal or contractual obligations.
Consent and choices
Where required, we rely on consent. Inquiry consent is used to respond to your request. Optional email and SMS permissions are separate and can be withdrawn. You may unsubscribe from email, reply STOP to text messages, or contact yousif@advisoryscale.net about privacy choices. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. SMS opt-in data and consent will not be sold, rented, or shared with third parties for their own marketing purposes. This no-sharing policy is strictly maintained for all SMS opt-in data.
SMS opt-in details
SMS consent is collected through the website contact form and Meta Instant Forms. When you provide your mobile number and check the optional SMS consent box, you agree to receive recurring messages from Advisory Scale. Consent is not a condition of purchase or booking. You may opt out at any time by replying STOP.
Cookies and advertising
Essential technologies support the site. With permission, analytics and advertising technologies may include Meta Pixel, Calendly technologies, and related measurement tools. Cookie preferences can be managed through Cookie Settings. We do not list cookie names unless confirmed by the relevant provider and configuration.
Service providers and disclosures
We may use hosting, security, email, SMS, CRM, scheduling, analytics, advertising, and support providers, including GoHighLevel or LeadConnector, Calendly, Meta Platforms, and providers used to operate the site. We disclose information when needed for these services, to comply with law, protect rights or security, or as otherwise permitted.
International processing and retention
Information may be processed in Canada and the United States or other locations where service providers operate. We retain information for as long as reasonably needed for the purposes described, legal obligations, disputes, records, and security, then delete or de-identify it where appropriate.
Safeguards and rights
We use reasonable administrative, technical, and organizational safeguards, but no system is absolutely secure. Subject to applicable law, you may request access, correction, deletion, or information about handling of your personal information. Children should not provide personal information through this site.
Updates and contact
We may update this policy when practices or requirements change. Questions or requests can be sent to yousif@advisoryscale.net, Advisory Scale, Ottawa, Ontario, Canada.