Privacy Policy

Last updated: March 13, 2026

Webmark Consulting Group, LLC (“Webmark,” “we,” “us,” or “our”) is committed to protecting the privacy of individuals who visit our website (“Website”) and those who access or use the digital marketing tools, platforms, and client solutions we provide, including any associated mobile applications that we manage (“Platform and Services”).

This Privacy Policy outlines Webmark’s practices regarding the collection, use, and protection of your personal information in connection with your access to and use of the Platform and Services, the Website, and any other tools we make available. It also details your rights and choices related to your data, including how to access, correct, or delete your information.

If you do not agree with the terms of this Privacy Policy, please do not use our Website or Services. By accessing or using our Website or Services, you agree to the terms set forth in this Privacy Policy.

1. THE INFORMATION WE COLLECT AND USE

Account Information

When you request more information about our Services or engage us for service delivery, we require you to provide account information such as your name, email address, company name and address, and telephone number (“Primary Information”).

Information Required to Provide Services

To fulfill and execute business processes, we collect and use information (which may include personal information) on behalf of our customers. We require our customers to ensure they have obtained all necessary authority and consent for us to process personal information on their behalf, in accordance with applicable privacy laws. Customers are asked not to provide any sensitive personal information and to only provide data that is necessary to deliver our Services.

Except as described in this Privacy Policy, we do not collect or use customer personal information for any purpose other than to deliver the platform and services (including support services) on behalf of our customers.

When You Visit Our Website

When you visit our Website, you are not required to register. However, we may collect the following navigational data: browser type and version, Internet Protocol (IP) address, geographical location, operating system, referral source, length of visit, and pages viewed.

This navigational information is used to better understand how visitors interact with our Website and to improve functionality, content, and user experience. We may combine this data with publicly available information to analyze trends, personalize your experience, and create new features or functionality.

Use of the Services

We may monitor how authorized users access and use our platform in order to detect, investigate, or prevent potential violations of our Terms and Conditions. We may also generate aggregated, non-identifiable data to monitor performance and stability and to improve platform features, services, and customer experience.

Mobile Apps

If you use mobile applications offered by Webmark, we may also collect city location, device model and version, device identifier, OS version, and subscription or usage details. We use mobile analytics software to better understand how our apps perform. Depending on your settings, the apps may also request access to your device’s camera, contacts, or notifications. Mobile apps may transmit information between devices and our systems to provide services.

Payment Data

We may collect payment data necessary to process transactions, including your payment instrument number and associated security code. Depending on your service package and billing preferences, we process payments using either Stripe or QuickBooks. All payment information is handled securely by our chosen provider and is not stored by Webmark directly.

You can view Stripe’s privacy policy at: https://stripe.com/en-ca/privacy
You can view Intuit’s privacy policy (QuickBooks) at: https://www.intuit.com/privacy/

2. SMS / MMS MESSAGING & 10DLC COMPLIANCE

How We Use SMS/MMS

Webmark Consulting Group uses SMS/MMS messaging to communicate with both prospective and existing clients for the following purposes:

• Appointment scheduling and reminders
• Lead follow-up after initial inquiries
• Client reporting and project updates
• Marketing campaigns promoting consulting services
• Announcements of new service offerings and features

Information We Collect for SMS

We collect personal information, such as your name and phone number, when you opt in to receive SMS/MMS communications from us. We may also collect device and location data as required for regulatory compliance.

How We Obtain Consent

We only send SMS/MMS messages to individuals who have provided explicit prior consent. Consent is obtained through one or more of the following methods:

• Submitting a contact or inquiry form at webmarkgroup.com
• Direct business interactions or existing client relationships
• Opting in via a text message keyword or other documented opt-in method

We do not send messages without prior opt-in consent.

Messaging Terms & Conditions

When you opt in to receive SMS/MMS communications from Webmark Consulting Group, you agree to receive messages related to appointment scheduling and reminders, lead follow-up, client reporting and project updates, marketing campaigns, and new service announcements.

Frequency may vary. Message & data rates may apply. Text STOP to opt out at any time. Text HELP for assistance, or contact us at support@webmarkgroup.com.

We Do Not Sell Your Mobile Information

We will never sell your personal information, including your mobile opt-in data, to third parties for marketing purposes. Your information is used only for the purposes outlined in this policy.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All text messaging originator opt-in data and consent will not be shared with any third parties.

Sharing of SMS Information

We may share your information with third-party platforms we use to deliver SMS/MMS communications on our behalf. These platforms are bound by their own privacy policies, which are available upon request. We do not disclose or share consumer mobile opt-in information or consent data for any purpose other than message delivery.

Opting Out

You may opt out of SMS/MMS communications at any time by replying STOP to any message you receive from us. After opting out, you will receive a single confirmation message and no further messages will be sent unless you opt back in.

Online Contact Form Opt-In

OPT-IN CONSENT: By submitting your phone number via any form on webmarkgroup.com, you authorize Webmark Consulting Group to send you text messages regarding appointment scheduling, follow-up communications, project updates, and marketing promotions. Message and data rates may apply. Text STOP to unsubscribe from future messages.

3. DISCLOSURE TO THIRD PARTIES

No Selling of Your Personal Data

We do not disclose, trade, rent, sell, or otherwise transfer your personal data without your consent, except as outlined in this policy.

Your Instructions

We process, update, and disclose your personal data according to your instructions and in compliance with our service agreements, Terms of Service, and other applicable contracts.

White-Labeled Third-Party Platforms

To deliver our services, Webmark uses white-labeled third-party platforms for functions including CRM, marketing automation, business development, AI-powered communications, and SMS/MMS messaging. These platforms are integrated into and presented as part of Webmark’s own service offering. The identities of the underlying vendors are proprietary and confidential and will not be disclosed.

All data collected and processed through these white-labeled platforms is governed by this Privacy Policy. Webmark ensures that all platforms it engages are contractually required to maintain appropriate data protection standards consistent with applicable law. Webmark acts as the responsible party for your data and is your sole point of contact for any data-related requests or concerns.

Webmark is not liable for any data breach, loss, or unauthorized access originating from the infrastructure of a white-labeled third-party platform, provided that Webmark has taken reasonable steps to vet and contractually bind those vendors to appropriate data protection obligations. If you have questions about how your data is handled, contact us at support@webmarkgroup.com.

Third-Party Services / Marketplace Vendors

In some cases, you may access third-party services through our platform. These vendors may provide marketing, automation, or other business services. When you engage with a third-party vendor, we may share the necessary personal data to support that engagement. These vendors are independent and subject to their own privacy policies and terms. We recommend reviewing each vendor’s privacy notice.

Third-Party Service Providers

We may disclose or transfer personal data to trusted third-party service providers who assist with website hosting and development, virtual computing or cloud storage, platform functionality, and integrations. These service providers may store or process personal data in jurisdictions such as the United States, Canada, or others. For more information, contact us using the details provided at the end of this policy.

Business Transfers

In the event that Webmark Consulting Group, LLC undergoes a merger, acquisition, sale of assets, restructuring, or similar transaction, personal data may be transferred as part of that transaction, in accordance with standard confidentiality requirements.

Anonymized Data

We may disclose or use aggregated or anonymized data for business analysis, service improvement, or research purposes. This data cannot be used to identify you.

To Comply With Laws

We may be required to disclose your personal data to comply with applicable laws, in response to lawful requests from law enforcement or regulators, for fraud detection, or where required under U.S., Canadian, or international law. Where possible, we will notify you before such disclosure unless prohibited by law.

Clearbit

Some of our forms may use a data enrichment service to improve contact records based on email input. This service may collect identifiers, professional or employment-related details, education history, commercial data, social media profiles, and user behavior data. We use this information to improve our records, identify new customers, and provide more relevant advertising. For more information, contact us at support@webmarkgroup.com.

YouTube

Our platform may use the YouTube API Services. By engaging with YouTube content, you agree to:
YouTube Terms of Service: https://www.youtube.com/t/terms
Google Privacy Policy: http://www.google.com/policies/privacy
To delete your YouTube data, visit: https://security.google.com/settings/

Google API Usage

When we use or transfer data obtained from Google APIs, we comply with the Google API Services User Data Policy, including its Limited Use requirements: https://developers.google.com/terms/api-services-user-data-policy

We are not responsible for the privacy policies or practices of any third-party services or linked content. Please review their policies before use.

4. NAVIGATIONAL INFORMATION

Cookies

Cookies are small text files stored in your browser or device. They help recognize returning users and provide a faster, more personalized experience. We may use cookies, web beacons, pixels, and tags (alone or in combination) to collect data about your usage of our Website or Services. Session cookies expire when your browser is closed. Persistent cookies remain until manually deleted or expired. To manage or disable cookies, visit www.aboutcookies.org or www.allaboutcookies.org.

Links

Our Website and platform may contain links to third-party sites, forums, blogs, or other resources. We are not responsible for their content or privacy practices and recommend reviewing their policies before sharing information.

5. ARTIFICIAL INTELLIGENCE

Use of AI Products

As part of our services, we offer products and tools powered by artificial intelligence and machine learning technologies (“AI Products”) to enhance your experience. We provide AI features through third-party providers (“AI Service Providers”), including but not limited to OpenAI and Google Cloud AI. Your input, output, and relevant personal information may be processed by these providers to deliver AI-powered services in line with the use cases described in this policy.

How We Process Data Using AI

All data processed through AI Products is handled in accordance with this Privacy Policy and our third-party agreements. We implement safeguards to protect the confidentiality and security of any personal information processed.

6. ACCESS TO PERSONAL INFORMATION

You may access, modify, or delete your profile information at any time via your account settings on our platform. Changes take effect immediately.

If we receive a request related to personal information processed on behalf of a client, we will refer the individual to that client and provide assistance as needed.

You may also have the right to access, correct, update, or request deletion of personal data we hold, and to request portability, de-indexing, or re-indexing of your information, where applicable by law. We may request additional information to verify your identity before processing.

To make a request, contact us at support@webmarkgroup.com.

7. SECURITY OF PERSONAL INFORMATION

We take security seriously. Webmark Consulting Group, LLC uses reasonable administrative, technical, and physical safeguards to protect personal data from unauthorized access, use, or disclosure. Our service providers are given only the information needed to perform their work and are not permitted to use it for other purposes.

8. CHANGES AND NOTICES

Webmark Consulting Group, LLC reserves the right to update this Privacy Policy as needed to reflect legal, operational, or service-related changes. We encourage you to review this policy periodically to stay informed. Changes will be posted on our Website with an updated effective date.

9. RETENTION OF PERSONAL INFORMATION

We retain personal information only as long as necessary to deliver services, meet legal obligations, fulfill contractual requirements, or as otherwise permitted under applicable law. Once no longer needed, data is securely deleted or anonymized.

10. CONTACT US

If you have any questions about this Privacy Policy or our privacy practices, please contact:

Privacy Officer
Webmark Consulting Group, LLC
Email: support@webmarkgroup.com
Website: webmarkgroup.com