How Instant Intake handles personal information

We collect information you choose to provide, such as your name, email address, phone number, business name, job title, and any details you share in a form, call, or message.

We also collect information automatically when you use the site, including device information, browser data, pages viewed, referral data, and approximate location derived from your IP address.

• Respond to inquiries and provide requested services.
• Set up, operate, and improve our website and systems.
• Send confirmations, follow-ups, and service messages.
• Measure site performance, traffic, and campaign results.
• Detect abuse, secure our systems, and prevent fraud.

We share information with service providers that help us run the business, such as hosting, analytics, email, messaging, scheduling, and customer support tools.

We may also share information with advertising and analytics partners, including Google and Meta, so we can understand how people find and use the site and measure the effectiveness of our marketing.

Our site uses cookies and similar technologies for analytics, advertising, and basic site functionality. These tools may help us understand traffic, remember preferences, and measure the performance of ads and content.

You can control cookies through your browser settings and any available platform-specific ad or privacy controls.

We keep personal information only as long as needed for the purposes described in this policy, for legal or accounting obligations, or to resolve disputes.

We use reasonable administrative, technical, and physical safeguards designed to protect information, but no method of transmission or storage is completely secure.

• Request access to or correction of your information.
• Ask us to delete information where applicable.
• Opt out of marketing emails by using the unsubscribe link.
• Adjust browser settings to limit cookies and tracking.