Privacy Policy

At The Source House, your privacy matters to us. This Privacy Policy explains how we collect, use, store, protect, and share information when you visit our website, submit a form, request services, communicate with our team, or use any products, platforms, tools, or services connected to The Source House.

This Policy applies to our website, marketing services, CRM and automation support, website development, branding, advertising, hospitality consulting, digital growth tools, and any related services we provide.

By using this website or submitting information through our forms, you agree to the practices described in this Privacy Policy. If you do not agree with this Policy, please do not use our website or services.

Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, legal requirements, technology, or business practices. When updates are made, we may post the revised Policy on this page and update the “Last Updated” date.

Your continued use of our website or services after updates are posted means you acknowledge and accept the revised Privacy Policy.

Information We Collect

We may collect two general types of information: personal information and non-personal or aggregate information.

Personal Information

Personal information is information that can identify you directly or indirectly. We may collect this information when you fill out a form, request a demo, subscribe to updates, contact us, purchase services, submit a support request, or communicate with our team.

Examples of personal information may include:

• First and last name

• Email address

• Phone number

• Business name

• Website URL

• Mailing address or business location

• Job title or role

• Billing or payment information

• Account login details, if applicable

• Messages, requests, or other information you choose to submit

• Client or customer data provided through CRM, marketing, automation, or platform services

Non-Personal and Aggregate Information

We may also collect information that does not directly identify you. This information helps us understand how people use our website and services.

Examples may include:

• Browser type

• Device type

• IP address

• Pages visited

• Time spent on the website

• Referring website or search source

• General location information

• Website activity and usage patterns

• Campaign, form, or traffic source data

This information may be reviewed individually or in aggregate to help us improve our website, services, marketing, user experience, and platform performance.

How We Collect Information

We may collect information in several ways, including when you:

• Visit our website

• Submit a contact form

• Request a demo or consultation

• Schedule a call

• Subscribe to emails or newsletters

• Sign up for services or platform access

• Submit a support ticket

• Communicate with us by email, phone, SMS, chat, or social media

• Upload files, documents, images, or business information

• Provide payment or billing details

• Use CRM, automation, booking, website, marketing, or related business tools

We may also collect certain information automatically through cookies, analytics tools, tracking technologies, and similar systems.

How We Use Your Information

We use the information we collect to provide, manage, improve, and personalize our services. This may include using your information to:

• Respond to inquiries and service requests

• Provide marketing, branding, website, CRM, automation, consulting, and digital growth services

• Process payments, billing, proposals, invoices, and agreements

• Manage accounts, support requests, and service communication

• Send appointment reminders, confirmations, updates, and follow-up messages

• Deliver newsletters, promotional messages, or business updates when permitted

• Improve our website, services, content, offers, and customer experience

• Analyze website traffic, user behavior, campaign performance, and service usage

• Troubleshoot issues, improve security, and prevent misuse

• Enforce our agreements, policies, and terms

• Comply with legal, regulatory, tax, accounting, or security obligations

We may use information in a way that does not personally identify you for reporting, analytics, marketing insights, business planning, service improvement, and performance tracking.

Email, SMS, and Marketing Communications

If you provide your email address, phone number, or other contact information, we may use that information to send service-related messages, account updates, appointment reminders, support responses, marketing communications, newsletters, promotions, or follow-up messages.

You may opt out of marketing emails by using the unsubscribe link included in our emails or by contacting us directly. For SMS messages, you may opt out by replying with the applicable opt-out keyword, such as “STOP,” when available.

Please note that even if you opt out of marketing messages, we may still send important service-related or transactional communications when necessary.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to improve functionality, understand visitor behavior, personalize user experience, and support marketing and analytics.

Cookies are small files stored on your device that help websites remember certain information. Cookies may help us:

• Understand website traffic and usage

• Improve website performance

• Remember preferences

• Analyze marketing campaign performance

• Support advertising and retargeting activity

• Improve website content and layout

• Maintain website security

Most browsers allow you to manage or disable cookies through browser settings. If cookies are disabled, some features of our website may not work properly.

Third-Party Tools and Service Providers

We may work with trusted third-party providers to help operate our website, manage services, process payments, host data, deliver emails, send SMS messages, analyze performance, provide customer support, manage advertising, and perform business operations.

These providers may only receive the information needed to perform their services. Examples of third-party tools or providers may include:

• Payment processors

• CRM and marketing platforms

• Email and SMS service providers

• Website hosting providers

• Analytics tools

• Advertising platforms

• Scheduling and calendar tools

• Form and automation tools

• Cloud storage and document tools

• Customer support tools

We do not sell your personal information. However, third-party providers may process information according to their own privacy policies and terms. We are not responsible for the privacy practices of third-party websites, platforms, or services that we do not control.

Client and Customer Data

Some of our services may involve access to client data, customer lists, CRM records, marketing contacts, campaign data, form submissions, appointments, conversations, or other business information provided by our clients.

When we process this type of information on behalf of a client, we use it only as needed to provide the requested services, support the client’s marketing systems, manage campaigns, operate CRM or automation tools, or fulfill agreed business functions.

Clients are responsible for ensuring they have the proper rights, permissions, notices, and consents required to collect, upload, share, and process their customer data.

Payment Information

If you purchase services or submit payment information, payment processing may be handled by third-party payment processors. We do not store full credit card information unless specifically required and securely handled through an approved provider.

Payment processors may collect and process billing details according to their own privacy policies and security practices.

Sharing and Disclosure of Information

We may share information when necessary to provide services, operate our business, comply with legal requirements, or protect our rights.

We may disclose information:

• To service providers who help us operate our website or deliver services

• To payment processors for billing and transactions

• To contractors, team members, or partners assisting with approved service work

• To comply with court orders, subpoenas, legal processes, or government requests

• To investigate fraud, abuse, security issues, or unlawful activity

• To protect our rights, property, safety, users, clients, or the public

• In connection with a business transfer, merger, acquisition, restructuring, or sale of assets

We may also share aggregate or de-identified information that does not personally identify you.

Data Security

We take reasonable administrative, technical, and physical measures to protect personal information from unauthorized access, disclosure, alteration, loss, misuse, or destruction.

Security measures may include access controls, password protection, encryption, secure service providers, limited internal access, and other safeguards appropriate to the type of information collected.

However, no internet transmission, website, platform, or electronic storage system can be guaranteed to be completely secure. You are responsible for keeping your own devices, login credentials, and account access secure.

If we become aware of a security incident involving personal information, we will take appropriate steps consistent with applicable laws and notification requirements.

Data Retention

We keep personal information only as long as reasonably necessary for the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law.

We may retain information to:

• Provide services

• Maintain business records

• Complete transactions

• Resolve disputes

• Support customer service

• Comply with legal, tax, accounting, or reporting obligations

• Enforce agreements and policies

• Maintain security and prevent fraud

Some residual information may remain in backups or archived records for a limited period.

Accessing, Updating, or Deleting Your Information

You may request access to, correction of, or deletion of personal information that you have provided to us, subject to legal, contractual, technical, and business limitations.

We encourage you to keep your information accurate and updated. To request changes, contact us using the information listed at the end of this Policy.

We may need to verify your identity before fulfilling certain requests.

Your Choices

You may have choices regarding how your information is collected and used, including:

• Choosing not to submit personal information

• Managing cookie settings in your browser

• Unsubscribing from marketing emails

• Opting out of SMS marketing messages

• Contacting us to update or correct your information

• Requesting information about how your data is used

Some services may require certain information in order to function properly. If you choose not to provide required information, we may be unable to provide certain services.

Children’s Privacy

Our website and services are intended for users who are at least 18 years old. We do not knowingly collect personal information from children under 13. If we become aware that we have collected information from a child without appropriate consent, we will take reasonable steps to delete it.

Public Areas and User-Submitted Content

If you voluntarily share personal information in public areas, comments, reviews, testimonials, social media posts, or other public-facing spaces, that information may be viewed, collected, or used by others.

Please use caution when sharing information publicly. We are not responsible for how third parties use information you voluntarily make public.

Links to Other Websites

Our website may contain links to third-party websites, tools, platforms, or services. These third-party websites have their own privacy policies and practices.

We are not responsible for the content, privacy practices, security, or data handling of third-party websites or services. We recommend reviewing their privacy policies before submitting personal information.

GDPR and UK Data Protection Notice

If you are located in the European Union, European Economic Area, or United Kingdom, you may have certain rights under applicable data protection laws, including the GDPR or UK GDPR.

Depending on the situation, The Source House may act as a data controller for information collected directly through our website or business operations. In some cases, we may act as a data processor when handling customer or contact data on behalf of our clients.

Where we act as a processor, we process personal data according to our client’s instructions and applicable data protection obligations. The client is generally the controller of that data.

Depending on applicable law, you may have the right to request access, correction, deletion, restriction, objection, portability, or withdrawal of consent. To make a request, contact us using the information below.

California and Other U.S. State Privacy Rights

Depending on where you live, you may have certain rights under state privacy laws. These rights may include the ability to request access to personal information, correction, deletion, or information about how personal information is used or shared.

The Source House does not sell personal information. If you have questions about your privacy rights or would like to make a request, please contact us.

Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or how your information is handled, please contact us:

The Source House
Email: [email protected]
Business Email: [email protected]
Phone: (205) 864-7195
Address:

Last Updated

Last Updated: June 4, 2026