Privacy Policy

This Privacy Policy describes how 8020IQ, LLC and its sub-brands 8020REI and 8020Roof ("8020IQ," "we," "us," or "our") collect, use, disclose, and protect information about you when you use our website at 8020iq.comand our predictive data platform (collectively, the "Services").

By using our Services, you agree to the collection and use of information as described in this policy. If you do not agree, please discontinue use of the Services.

1Information We Collect

1.1 Information You Provide Directly

When you fill out a form, request a discovery call, or create an account, we collect:

• Full name
• Business email address
• Phone number
• Company name and website
• Industry (real estate investing, roofing, or other)
• Geographic territories you operate in
• Deal or job volume estimates
• Monthly marketing budget range
• Billing information (credit card, ACH, processed by ChargeOver; 8020IQ does not store raw card numbers)
• Any other information you voluntarily submit in forms or correspondence

1.2 Information Collected Automatically

When you visit our website or use the platform, we automatically collect certain technical and usage information, including:

• IP address and approximate geolocation (city/region level)
• Browser type, version, and operating system
• Device type (desktop, mobile, tablet)
• Pages viewed, time on page, and navigation paths
• Referring URL (how you arrived at our site)
• Search terms used to find our site
• Clicks, scrolls, and on-page interactions (via Microsoft Clarity)
• Session recordings and heatmap data (via Microsoft Clarity)
• Ad click identifiers from Google Ads and Meta Ads campaigns
• Conversion events (form submissions, button clicks, call bookings)

1.3 Information from Third Parties

We may receive information about you from third-party sources, including:

• Google Ads: click and conversion data tied to ad interactions
• Meta (Facebook/Instagram): engagement and retargeting audiences
• LinkedIn: professional profile data if you engage with our LinkedIn outreach
• Data enrichment providers: publicly available business information to verify or supplement contact records

2Cookies and Tracking Technologies

We use cookies, pixels, and similar tracking technologies to operate the Services, measure performance, and deliver relevant advertising. You can control cookies through your browser settings, but disabling certain cookies may affect functionality.

2.1 Essential Cookies

Required for the website to function. These cannot be disabled. They include session management, security tokens, and load-balancing cookies.

2.2 Analytics Cookies

• Google Analytics 4 (GA4): We use GA4 to measure website traffic, user behavior, and conversion events. GA4 may set cookies including _ga, _ga_[ID], and related identifiers. Data is transmitted to Google servers. You can opt out via the Google Analytics Opt-out Browser Add-on at tools.google.com/dlpage/gaoptout.
• Microsoft Clarity: We use Microsoft Clarity to record anonymous session replays, generate heatmaps, and understand how users interact with our site. Clarity may collect mouse movements, clicks, scroll depth, and page content. Data is stored on Microsoft servers. See Microsoft's Privacy Statement at privacy.microsoft.com for details.

2.3 Advertising and Retargeting Cookies

• Google Ads Conversion Tracking: We use the Google Ads global site tag (gtag.js) to track conversions when visitors complete actions after clicking a Google ad. This sets cookies including _gcl_au.
• Google Remarketing: We use Google's remarketing feature to serve ads to past visitors across the Google Display Network and YouTube. You can opt out of personalized advertising at adssettings.google.com.
• Meta Pixel (Facebook/Instagram): We use the Meta Pixel to track conversions, build custom audiences, and run retargeting campaigns on Facebook and Instagram. The pixel may collect your IP address, browser data, and on-site activity. You can manage Meta ad preferences at facebook.com/ads/preferences.
• LinkedIn Insight Tag (if applicable): Used for conversion tracking and retargeting on LinkedIn.

3How We Use Your Information

We use collected information to:

• Provide, operate, and improve the Services
• Respond to inquiries and schedule discovery calls
• Process subscriptions and billing through ChargeOver
• Personalize your experience on the platform
• Send transactional emails (confirmation, invoices, account notices)
• Send marketing communications, including email nurture sequences and cold outreach via Instantly, you may opt out at any time (see Section 6)
• Measure and optimize our advertising campaigns across Google Ads and Meta Ads
• Analyze website usage, detect fraud, and improve security
• Comply with legal obligations
• Enforce our Terms of Service

4Third-Party Data Processors

We share your information with the following third-party service providers who process data on our behalf under appropriate data processing agreements:

We do not sell your personal information to third parties for their own marketing purposes.

5Data Retention

We retain your personal information for as long as necessary to provide the Services and fulfill the purposes described in this policy, unless a longer retention period is required by law:

• Active subscriber data: retained for the duration of your subscription plus 7 years for billing and tax compliance
• Prospect and lead data: retained for up to 3 years from last contact or interaction
• Website analytics data: Google Analytics retains data per your account settings (default 14 months); Clarity retains recordings for 30 days
• Support tickets: retained for 5 years
• Email marketing records: retained until you opt out, after which we retain a suppression record to honor your opt-out
• Deleted accounts: we remove personal data within 90 days of a verified deletion request, except where legal obligations require retention

6Email Marketing and CAN-SPAM Compliance

We may send you commercial email communications, including cold outreach via Instantly, nurture sequences, product announcements, and educational content. All commercial emails comply with the CAN-SPAM Act:

• Every commercial email includes our physical mailing address
• Every commercial email includes a clear and conspicuous unsubscribe mechanism
• We honor opt-out requests within 10 business days
• We do not use deceptive subject lines or sender information
• Transactional emails (invoices, account notices) are not subject to unsubscribe, as they are required for service delivery

To opt out of marketing emails, click the unsubscribe link in any marketing email or contact us at privacy@8020iq.com.

7SMS and Email Communications

By providing your phone number, you consent to receive SMS messages related to our services. You may opt out of SMS or email communications at any time by following the unsubscribe instructions. We do not sell SMS consent or share your personal information with third parties for marketing purposes.

8Your Privacy Rights

8.1 California Residents, CCPA Rights

If you are a California resident, the California Consumer Privacy Act (CCPA) grants you the following rights:

• Right to Know: You may request a disclosure of the categories and specific pieces of personal information we have collected about you, the sources of collection, the business purposes for collection, and the categories of third parties with whom we share it.
• Right to Delete: You may request deletion of personal information we have collected from you, subject to certain exceptions (e.g., where retention is required to complete a transaction, comply with law, or exercise legal rights).
• Right to Opt Out of Sale: We do not sell personal information as defined under CCPA. If this changes, we will update this policy and provide an opt-out mechanism.
• Right to Non-Discrimination: We will not discriminate against you for exercising any CCPA rights, we will not deny services, charge different prices, or provide a different level of quality.
• Right to Correct: You may request correction of inaccurate personal information we hold about you.

To submit a CCPA request, contact us at privacy@8020iq.com with the subject line "CCPA Request." We will verify your identity before processing the request and respond within 45 days (extendable by an additional 45 days with notice).

8.2 All Users

• Access and portability: You may request a copy of the personal data we hold about you
• Correction: You may request that we correct inaccurate or incomplete information
• Deletion: You may request deletion of your personal data (see Data Retention for applicable exceptions)
• Opt-out of marketing: You may unsubscribe from marketing emails at any time
• Cookie controls: You may manage cookie preferences through your browser settings

9Data Security

We implement commercially reasonable technical and organizational measures to protect your personal information from unauthorized access, loss, or disclosure. These include encryption in transit (TLS/HTTPS), access controls, and regular security reviews.

No method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security, but we take data protection seriously and will notify you of any breach as required by applicable law.

10Children's Privacy

Our Services are intended for business professionals and are not directed at individuals under the age of 18. We do not knowingly collect personal information from anyone under 18. If we become aware that we have inadvertently collected data from a minor, we will promptly delete it. If you believe we have collected data from a minor, contact us at privacy@8020iq.com.

11Third-Party Links

Our website may contain links to third-party websites, including vendor tools, case study references, and partner resources. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policy of any third-party site you visit.

12Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or business operations. When we make material changes, we will update the "Last updated" date at the top of this page and, where appropriate, notify you by email or by posting a notice on our website.

Your continued use of the Services after any changes constitutes your acceptance of the updated policy.

13Contact Us

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