Privacy Policy

Effective date: September 28, 2026

Innovate Advisors ("we," "us" or "our") provides call center and dialer consulting, management and optimization services. This Privacy Policy explains what information we collect through theinnovateadvisors.com (the "Site"), how we use it, who we share it with, and the choices you have.

Information We Collect

Information you give us. When you fill out a form on the Site, request a free optimization review, email us or call us, we may collect:

Your name, company name, email address and phone number
Details about your business, such as number of sales agents, the dialer you use, your industry and the challenges you describe
Anything else you choose to share in a message or on a call

Information collected automatically. Like most websites, our Site and its hosting provider collect basic technical information when you visit, such as your IP address, browser and device type, pages viewed, and the date and time of your visit. This is collected through cookies and similar technologies.

Client data. If you hire us or request a review, you may give us reports, exports or read-only access to your dialer or other systems. We treat this information as confidential, as described below.

How We Use Your Information

To respond to your requests and schedule your free review
To provide, manage and improve our services
To contact you by phone, text message or email about your request and our services
To keep our Site working, secure and easy to use
To meet legal, regulatory and compliance obligations

Calls, Text Messages and Email

If you submit a form on our Site and agree to our consent disclosure, you agree that Innovate Advisors may contact you at the number you provided with calls and text messages, which may include messages sent using automated technology or prerecorded messages. Consent is not a condition of purchase. Message frequency varies. Message and data rates may apply.

You can opt out at any time. Reply STOP to any text message, ask us on a call to stop calling, use the unsubscribe link in any marketing email, or contact us using the details below. We honor opt-out requests promptly.

We do not sell, rent or share your mobile phone number or your text messaging consent with third parties for their own marketing purposes.

How We Share Your Information

We do not sell your personal information. We share it only in these situations:

Service providers who help us run our business, such as website hosting, email, scheduling and communications tools. They may use your information only to provide services to us.
Legal reasons, when required by law, subpoena or court order, or to protect our rights, our clients or the public.
Business transfers, if our business is sold or merged, in which case this Policy continues to apply to your information.
With your permission, for any other purpose you agree to.

Client Data and Confidentiality

Reports, call data, lead lists, account access and other business information you give us for a review or engagement are used only to deliver our services to you. We do not share them with other clients or third parties, except service providers bound by confidentiality. We are happy to sign a nondisclosure agreement. When a review or engagement ends, you may ask us to return or delete your data, and we recommend removing any access you granted.

Cookies

Cookies are small files stored in your browser. Our Site uses them to work properly, remember preferences and understand how visitors use the Site. You can block or delete cookies in your browser settings, though some parts of the Site may not work as expected.

How Long We Keep Information

We keep personal information only as long as needed for the purposes in this Policy, including to provide services, keep required business records and meet legal obligations. After that, we delete it or make it anonymous.

How We Protect Information

We use reasonable administrative, technical and physical safeguards to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

Your California Privacy Rights

If you are a California resident, you may have the right to:

Know what personal information we collect, use and disclose
Request a copy of your personal information
Request that we correct or delete your personal information
Opt out of the sale or sharing of your personal information (we do not sell or share it)
Not be treated differently for exercising these rights

To make a request, email or call us using the details below. We will verify your request before acting on it. You may use an authorized agent to make a request on your behalf.

Children

Our Site and services are meant for businesses and are not directed to children under 16. We do not knowingly collect personal information from children.

Links to Other Websites

Our Site may link to other websites. We are not responsible for their privacy practices, so please review their policies.

Changes to This Policy

We may update this Policy from time to time. When we do, we will change the effective date at the top of this page. Please check back periodically.

Contact Us

Innovate Advisors
Irvine, California
Email: heather@theinnovateadvisors.com
Phone: (714) 402-7766