Privacy Policy

Effective Date: April 19, 2026
Last Updated: September 22, 2026

1. Introduction and Scope

Setpoint Automation is a one-person consulting practice operated by Jerrid Brown in Calgary, Alberta, serving trade and service businesses across Canada. This policy explains how personal information is collected, used, shared, and protected when you visit setpointautomation.ca, submit the contact form, engage as a client, or communicate via email, phone, or text.

This policy applies when Setpoint Automation acts as a data controller. When Setpoint Automation builds automations, workflows, or CRM configurations that run on a client's own tools (such as Jobber, QuickBooks, HubSpot, or Google Workspace), the client is the primary data controller for any customer data flowing through those systems, and the client's own privacy policy governs that data. This includes contact information a client uploads for its own customers (their "End Customers") so that automated messages, such as review requests or invoice reminders, can be sent on the client's behalf; Setpoint Automation processes that data solely to deliver the automation the client has configured, and relies on the client's representation that any required consent has been obtained.

2. Who We Are

Setpoint Automation
Email: jerrid@setpointautomation.ca
Website: https://setpointautomation.ca
Location: Calgary, Alberta, Canada

For privacy inquiries, rights requests, and data access or deletion requests, email jerrid@setpointautomation.ca with the subject line "Privacy Request."

3. Information We Collect

3.1 Information You Provide Directly

• Contact information: name, email address, phone number, business name
• Business information: company details, services offered, service area, tools currently in use, project goals
• Communications: emails, text messages, phone calls, meeting notes, support messages
• Payment information: billing name and address. Payments are processed by third parties (e.g. Stripe, bank transfer, e-transfer). Full card numbers are not stored by Setpoint Automation.

3.2 Information We Collect Automatically

• Device and technical information: IP address, browser type, operating system, device type, screen resolution, language, timezone
• Usage information: pages viewed, visit dates and times, referring URL, clicked links, time spent on pages
• Log data: server logs including timestamps, errors, and diagnostic data
• Approximate geolocation derived from IP address (not precise GPS)

3.3 Information from Third Parties

• Referrals from current clients or partners who share your name and contact information
• Public sources such as business directories and publicly available social media profiles

3.4 Information Clients Provide About Their Own Customers

Some Services (including review requests, lead follow-up, job-completion notices, and invoice reminders) involve sending automated messages to a client's own customers ("End Customers"). To do this, a client may upload or connect End Customer names, phone numbers, and email addresses. This data is used solely to deliver the automation the client has configured and is not used by Setpoint Automation for its own marketing. Setpoint Automation does not independently verify how a client obtained an End Customer's contact information and relies on the client's representation that it was collected and may be used lawfully.

4. How We Use Your Information

4.1 To Deliver Services

• Respond to consultation requests and inquiries
• Scope, build, and maintain automations, CRM setups, and websites
• Communicate about projects, billing, and service performance
• Provide ongoing support

4.2 To Communicate with You

• Send transactional messages about your project, account, billing, or security. These cannot be opted out of while you are a client.
• Respond to questions and feedback
• Occasionally send updates about new capabilities or relevant announcements. You can opt out at any time by replying STOP to any text or using the unsubscribe link in any email.

4.3 To Improve the Service

• Analyze how the Site is used
• Diagnose and fix technical problems
• Measure the effectiveness of communications

4.4 AI-Assisted Features

Certain plans include AI-drafted review responses. Where used, relevant review text is sent to a third-party AI provider to generate a suggested reply, which is reviewed before it is posted. Clients who do not want this feature used can request it be disabled by emailing jerrid@setpointautomation.ca.

4.5 To Protect Rights and Comply with Law

• Detect, investigate, and prevent fraud or security threats
• Enforce agreements
• Comply with applicable laws, regulations, and legal processes

5. Legal Basis for Processing

Setpoint Automation operates from Alberta, Canada, and complies with the Personal Information Protection and Electronic Documents Act (PIPEDA) and Alberta's Personal Information Protection Act (PIPA). Where GDPR applies to a visitor from the EEA, UK, or Switzerland, the legal basis for processing is:

• Performance of a contract: delivering services you have requested
• Legitimate interests: responding to inquiries, security, fraud prevention, and improving the Site
• Consent: where required by law, such as non-essential cookies and optional communications
• Legal obligation: compliance with tax, accounting, and other legal requirements

6. How We Share Your Information

Setpoint Automation does not sell personal information. Information is shared only with:

6.1 Service Providers

A small number of third-party providers are used to run this website and deliver the service. They receive only what is needed to do their job.

• Vercel Inc. · website hosting and infrastructure
• Cal.com · appointment scheduling and booking
• GoHighLevel · CRM, SMS messaging, and workflow automation platform
• Google Workspace · email and calendar
• Stripe Inc. · payment processing (when invoiced through Stripe)
• Meta Platforms, Inc. · advertising measurement on the free audit pages only (see section 7.1)
• Third-party AI providers · used to draft suggested review responses on plans that include this feature

This list may change. When it does, this policy will be updated.

6.2 Legal and Safety

Information may be disclosed to government authorities, courts, and law enforcement when reasonably necessary to comply with law, respond to valid legal process, enforce agreements, or protect the rights and safety of Setpoint Automation or others.

6.3 Business Transfers

If Setpoint Automation is involved in a merger, acquisition, or sale of assets, personal information may transfer to the acquiring entity. You will be notified of any such change.

6.4 With Your Consent

Information is shared in any other case only with your specific consent.

7. Cookies and Tracking Technologies

Most of the Site uses only a minimal set of first-party cookies and local storage entries required for basic function, such as remembering your light or dark theme preference. The free audit pages described below are the one exception.

7.1 Meta Pixel (free audit pages only)

The free audit pages at setpointautomation.ca/audit and setpointautomation.ca/audit/thanks carry the Meta pixel, a tracking script operated by Meta Platforms, Inc. It is not present anywhere else on the Site.

The pixel records that one of those pages was viewed and, on the confirmation page shown after the audit form is submitted, that a request was completed. To do this it sets Meta cookies and sends Meta your IP address, browser and device information, the address of the page you are on, and any Meta identifier your browser already carries. It does not receive what you typed into the form: your name, business name, cell number and trade go to GoHighLevel, not to Meta.

The purpose is to measure which advertisements lead to audit requests, so that advertising money is not spent on advertisements that produce none. Meta may also use this data for its own purposes, under its own terms.

To limit it, you can adjust your Meta ad preferences in your Facebook or Instagram account settings, block third-party cookies in your browser, or use tracking protection or a content blocker. Requesting a free audit works exactly the same either way, and blocking the pixel does not affect whether you receive one.

7.2 Managing Cookies

Most browsers accept cookies by default but can be configured to refuse or alert about them. Disabling cookies may affect Site functionality.

This Site does not currently respond to browser Do Not Track signals, as no common industry standard for interpreting them exists yet.

8. SMS and Text Message Communications

8.1 Program Description

Setpoint Automation operates an SMS messaging program ("Setpoint Automation SMS") to communicate with clients and prospective clients. Messages may include appointment reminders and booking confirmations, project updates and milestone notifications, invoicing and payment reminders, onboarding instructions and workflow support, and occasional service announcements or relevant updates.

8.2 How You Opt In

You consent to receive SMS messages from Setpoint Automation by providing your mobile phone number through the consultation booking form at cal.com/setpoint/30min, by providing your number verbally or in writing during onboarding, or by texting a keyword to a Setpoint Automation number when prompted. Your consent is recorded at the time it is given. Consent to receive SMS is not a condition of purchasing or receiving any service from Setpoint Automation.

8.3 Message Frequency

Message frequency varies depending on your engagement. Transactional messages (such as appointment confirmations and project updates) are sent as events occur. Marketing or informational messages are infrequent and not sent more than a few times per month.

8.4 Costs

Message and data rates may apply. Contact your wireless carrier for details about your plan.

8.5 How to Opt Out

You may opt out of SMS communications at any time by replying STOP to any message. After opting out, you will receive one final confirmation message and no further texts will be sent, except as required to fulfill an existing contractual obligation. To re-subscribe, text START to the same number.

8.6 Help

Reply HELP to any message for assistance, or contact jerrid@setpointautomation.ca.

8.7 Data Handling

Your mobile phone number and SMS consent records are stored securely and are never sold, rented, or shared with third parties for their own marketing purposes. Phone numbers may be shared with GoHighLevel solely to deliver the messaging service described above. No mobile information will be shared with third parties for marketing or promotional purposes. All opt-in data and consent records are retained in accordance with Section 10 of this policy.

8.8 Messages to Your Own Customers (End Customers)

If you are a Setpoint Automation client using automated messaging services (such as review requests, appointment reminders, or invoice reminders sent to your own customers), those messages are governed by the Terms of Service and are sent using contact information you provide. Setpoint Automation does not sell or share End Customer mobile numbers or opt-in data with third parties for marketing purposes. STOP and HELP keywords are honoured the same way described above. You remain responsible for ensuring you have the right to contact your own customers under applicable law.

9. Email Communications

You may receive project, account, billing, and support emails related to your engagement, as well as occasional relevant updates. Marketing emails include a clear unsubscribe link. Unsubscribe requests are honoured promptly and within the timeframes required by CASL and CAN-SPAM. Transactional emails cannot be opted out of while you remain a client.

10. Data Retention

Personal information is retained only as long as needed to provide services, meet legal obligations, resolve disputes, and enforce agreements:

• Active client records: kept for the duration of the engagement and up to seven years after closure for tax and accounting requirements
• Transactional and invoicing records: seven years
• Inquiry and consultation records: up to three years from last contact
• Server and diagnostic logs: typically under ninety days

After retention periods expire, information is deleted or anonymized. If deletion is not technically possible, information is isolated and processing is prevented until deletion is possible.

11. Data Security

Setpoint Automation applies technical and organizational measures appropriate to the sensitivity of the information, including:

• TLS encryption in transit
• Encryption at rest for sensitive records held in managed services
• Access controls, strong authentication, and least-privilege principles
• Regular review of dependencies and infrastructure
• Incident response procedures

No security measure is perfect. If a breach affects your personal information, you will be notified as required by law.

12. International Data Transfers

Data may be stored or processed outside Canada by service providers (for example, Vercel hosting regions, GoHighLevel, Google Workspace, Stripe, Cal.com, and Meta Platforms). Where required, contracts with these providers include Standard Contractual Clauses or equivalent safeguards. You may request further details at jerrid@setpointautomation.ca.

13. Your Rights and Choices

Depending on where you live and applicable law, you may have rights to:

• Access: request a copy of the personal information held about you
• Correction: request inaccurate or incomplete information be corrected
• Deletion: request deletion, subject to legal and contractual exceptions
• Portability: request information in a structured, commonly used format
• Restrict processing: limit how information is processed
• Object: object to certain processing, including direct marketing
• Withdraw consent: withdraw any consent previously given
• Opt out of marketing: stop receiving optional communications at any time

Exercise any of these rights by emailing jerrid@setpointautomation.ca with the subject "Privacy Request." Responses are provided within thirty days, or sooner where required by law. Identity verification may be required.

If you believe your privacy rights have been violated, you may also lodge a complaint with the Office of the Privacy Commissioner of Canada (priv.gc.ca) or the Office of the Information and Privacy Commissioner of Alberta (oipc.ab.ca).

14. Children's Privacy

The Site and services are not directed to children under sixteen, and personal information from users under sixteen is not knowingly collected. If such information is discovered, it is deleted promptly. Contact jerrid@setpointautomation.ca with any concerns.

15. Third-Party Links and Services

The Site may contain links to third-party websites and services that are not controlled by Setpoint Automation. This policy does not apply to those third parties. Review their privacy policies before use.

16. Changes to This Privacy Policy

This policy may be updated to reflect changes in practice, technology, legal requirements, or the services provided. Material changes will be communicated by updating the "Last Updated" date at the top of this page and, where appropriate, by email or a notice on the Site. Continued use of the Site after updates constitutes acceptance.

17. Contact Us

For any questions, concerns, or requests regarding this policy or the handling of your personal information:

Setpoint Automation
Email: jerrid@setpointautomation.ca
Subject line: Privacy Request
Website: https://setpointautomation.ca

Responses are provided within thirty days or the shorter timeframe required by law.