Privacy Policy

Cavalier Automations ("Cavalier," "we," "us," or "our")

Effective date: January 29, 2026

This Privacy Policy explains how we collect, use, disclose, and protect personal information through our website and services.

1) WHO WE ARE

Business name: Cavalier Automations
Location: Edmonton, AB
Email (privacy contact): cavalierautomations@gmail.com

2) WHAT PERSONAL INFORMATION WE COLLECT

We may collect the following types of personal information:

A. Information you provide to us

  • Contact details: name, business name, email, phone number
  • Message content: information you submit through forms, chat, email, or phone
  • Account/onboarding details: business hours, service area, service categories, lead handling preferences
  • Client-provided lead/customer data (for service delivery): names, phone numbers, email addresses, appointment details, and related notes, as provided by the Client

B. Information collected automatically (website usage)

  • Device and browser information, IP address, approximate location (city/region), pages viewed, and interactions
  • Cookies and similar tracking technologies (see Section 8)

3) HOW WE USE PERSONAL INFORMATION

We use personal information to:

  • Respond to inquiries and provide quotes or proposals
  • Deliver, configure, and support our services (including automations and follow-ups)
  • Communicate about updates, billing, and service-related notices
  • Improve our website, services, and security
  • Detect, prevent, and investigate fraud, abuse, or technical issues
  • Comply with legal and regulatory requirements

4) CONSENT AND LEGAL BASIS

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

If you submit your information through our website or contact us, you consent to our handling of your information as described in this Policy.

If you are a Client providing lead/customer data to us, you represent that you have the lawful right and appropriate consent to provide that data to us for the purposes of delivering the services.

5) WHEN WE DISCLOSE (SHARE) PERSONAL INFORMATION

We do not sell personal information.

We may share personal information only as needed to:

A. Service providers (processors)

We may use third-party providers to operate our business and deliver services, such as:

  • Website hosting, analytics, and security services
  • Email/SMS/voice and communications platforms
  • CRM or automation platforms
  • Payment processing and invoicing providers

These providers may process personal information on our behalf under contractual or commercial safeguards.

B. Legal and compliance

We may disclose personal information to comply with law, court orders, lawful requests, or to protect rights, safety, and security.

C. Business transactions

If we are involved in a merger, acquisition, financing, or sale of business assets, personal information may be disclosed as part of that transaction, subject to applicable law.

6) CLIENT DATA (IF YOU ARE OUR CLIENT)

When we provide services, we may process personal information included in Client-provided contact lists and lead/customer records ("Client Data").

  • Client remains responsible for the accuracy, consent, and legality of Client Data.
  • We use Client Data only to deliver and support the services, and as otherwise instructed by the Client.

7) DATA RETENTION

We keep personal information only as long as necessary for the purposes described in this Policy, to provide services, and to meet legal/accounting requirements.

Retention periods vary depending on the type of information and our obligations.

8) COOKIES AND ANALYTICS

We may use cookies and similar technologies to:

  • Enable basic website functionality
  • Understand traffic and improve performance
  • Measure marketing effectiveness (if enabled)

You can control cookies through your browser settings. Disabling cookies may affect site functionality.

9) INTERNATIONAL TRANSFERS

Our service providers may store or process personal information outside Alberta or Canada. When information is processed in another jurisdiction, it may be subject to the laws of that jurisdiction. We use reasonable safeguards to protect information in transit and at rest.

10) SECURITY

We use commercially reasonable administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

11) YOUR RIGHTS AND CHOICES

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

  • Request access to personal information we hold about you
  • Request correction of inaccurate information
  • Withdraw consent (subject to legal/contractual restrictions)

To make a request, contact us using the details in Section 13. We may need to verify your identity before responding.

12) CHILDREN

Our services and website are not intended for children under 13. We do not knowingly collect personal information from children under 13.

13) CONTACT US (PRIVACY OFFICER)

If you have questions, requests, or complaints:

Privacy Contact: Cavalier Automations
Email: cavalierautomations@gmail.com
Location: Edmonton, AB

14) CHANGES TO THIS POLICY

We may update this Policy from time to time. The updated version will be posted on our website with a new effective date.

END OF POLICY