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The Automation Agency takes protecting your online privacy very seriously. This Privacy Statement explains our best practices concerning privacy, and how they may pertain to you as a user of our website.

You or Your means you as a participant in or as a user of the Automation Agency website. We or Us means the Automation Agency. Our site means www.Automation.Agency.

YOUR INFORMATION: When you purchase our products, services or consultations, as part of the buying and selling process, we collect the personal information you give us such as your first and last name, email address and telephone number. This enables us to support and fulfill the products you’ve purchased from us.

When you browse our website, we also automatically receive your computer’s internet protocol (IP) address in order to provide us with information that helps us learn about your browser and operating system so we can better improve the experience for all our website users.

Email marketing: With your permission, we may send you emails about trainings, strategies, topics, new products, free and premium content (i.e. blog posts, images with quotes, YouTube videos, reports, whitepapers, etc.), and notifications about special events.

Video & Audio Recordings: All recordings that include video, audio, graphics, content and or text are the sole ownership and property of the Automation Agency. The Automation Agency reserves the right to use or share this content for any and all purposes (marketing videos, video case studies, testimonials, resolving disputes, and sharing the amazing results our agency is able to provide to small businesses).

CONSENT: When you provide the Automation Agency with personal information to complete a purchase or a transaction, verify your credit card, place an order, arrange for a delivery or return a purchase, we imply that you consent to our collecting your information and using it.

If we ask for your personal information through a newsletter subscription and marketing messages, we will ask you directly for your expressed consent and provide you with an opportunity to withdraw your consent at any given time.
You may withdraw your consent at any time by clicking on an “unsubscribe” link which is offered at the bottom of every email we send through Infusionsoft or other email marketing platforms. You may also withdraw your consent anytime, by contacting us at [email protected] or by mailing us at Automation Agency, P.O. Box 24691 Tempe Arizona 85285

DISCLOSURE: We do not sell, rent or otherwise disclose your personal information to any third parties, including but not limited to advertisers, strategic partners or vendors. Again, we take your privacy very seriously.

We may, however, disclose your personal information if we are required by law to do so or if you violate our Terms of Service. Also, if our site is acquired or merged with another company, your information may be transferred to the new owners so that they may continue to sell and support our products and services.

DATA STORAGE: Our payment processor and shopping cart solution is managed and hosted by Infusionsoft. Infusionsoft provides our online e-commerce platform that allows us to sell our products and services to you. Your data is securely stored through Infusionsoft’s data storage, databases and the general Infusionsoft application. They store your data on a secure server behind a firewall.

RECEIVING QUOTES: Please note that any and all quotes that are provided by the Automation Agency or its staff prior to completing our “Flowchart & Funnel Diagram Service” are a presented in the form of rough ballpark or a price range that can vary greatly depending upon many factors and variables. Each quote is based on the type of service, complexity, and size of of marketing automation campaign being requested. Once the flowchart and funnel diagram service is completed the Automation Agency will present multiple options for you to consider. Do It Yourself, Done With You, Done For You, or Done For You+ (DIY, DWY, DFY & DFY+) are the most common pricing packages we will present, but it is entirely up to you to choose which package best fits your specific needs and budgets. At this time a final quote that has the most up-to-date and accurate pricing will be presented to you. The Automation Agency also offers payment plans for businesses on specific packages to help support the many small businesses we proudly serve and support each month.

Our $2,500 consultation fee for the flowchart and funnel diagram typically includes the strategy, design, and mapping of (1) product per campaign. The average campaign typically includes about 15 automation sequences, up to 50 emails, and 15 sms messages. Flowchart designs that exceed these baseline averages should expect to receive additional fees to be applied at the final quote.

PAYMENT: When you make a payment to complete your purchase, Keap/Infusionsoft stores your credit card data. It is encrypted through the Payment Card Industry Data Security Standard (PCI-DSS). Your purchase transaction data is stored only as long as is necessary to complete your purchase transaction. After that is complete, your purchase transaction information is deleted.

NO REFUND POLICY: By making a purchase with the Automation Agency, you acknowledge that you have read and agree to the No Refund Policy. When you make a payment to the Automation Agency this payment is final. Upon cancellation of an agreement by you for any reason, any and all unused funds or credits will be forfeited. In some instances the Automation Agency may grant a credit that can be used towards other agency services, however, credits are not always granted and are based on the circumstance of the refund request.

DISCOUNT PAYMENT DISCLAIMER: When you have purchased or received one of the Automation Agency’s highly discounted rates for one of our subscriptions or offers through a 12-month or 24-month contract you agree to make ALL payments within the confinements of the agreed payment terms. If you fail to pay for the services when due, the Automation Agency has the option to treat such failure to pay as a material breach of this Contract, and has the authority to immediately charge the credit card on file for the remaining balance of the payment term or collect payment for the remaining balance of the discount received.

CHARGEBACK DISCLAIMER: In the event a chargeback is intentionally or unintentionally submitted or occurs with this payment or any future payments the client agrees to immediately pay the Automation Agency at a rate of $125 per hour for any time spent managing the chargeback dispute, coordinating with the merchant account, banks, or communicating information and details between the client and any third party entities involved in the chargeback dispute. Furthermore, the client is also agreeing to provide the approval and authority to the Automation Agency to process any chargeback fees automatically within 24- hours of any chargeback dispute.

CANCELLATION DISCLAIMER: The Automation Agency requires a 30-day cancellation notice to be provided in writing (email/letter) for all monthly services as well as 30-days prior notice to the completion of any contractual agreements. If for any reason the contract is broken or a request to stop payments are made prior to the completion of the payment plan agreement, the Automation Agency will be forced to send the remaining amount of the contract to collections and possibly begin mediation. In the event a stop payment is temporarily requested during the contract, the Automation Agency will charge a monthly fee of $250 per month for every month the payments need to be placed on a temporary hold.

The client also agrees to pay all costs of collection, including without limitation, reasonable attorney fees if necessary.

DEFAULT: The occurrence of any of the following shall constitute a material default under this Contract:

A). The failure to make a required payment when due.

B). The insolvency or bankruptcy of either party.

C). The subjection of any of either party’s property to any levy, seizure, general assignment for the benefit of creditors, application or sale for or by any creditor or government agency.

D). The failure to make available or deliver the Services in the time and manner provided for in this Contract.

REMEDIES: In addition to any and all other rights a party may have available according to law, if a party defaults by failing to substantially perform any provision, term or condition of the agreed Contract (including without limitation the failure to make a monetary payment when due), the other party may terminate the Contract by providing written notice to the defaulting party. This notice shall describe with sufficient detail the nature of the default. The party receiving such notice shall have 15 days from the effective date of such notice to cure the default(s). Unless waived in writing by a party providing notice, the failure to cure the default(s) within such time period shall result in the automatic termination of the Contract.

DISPUTE RESOLUTION: The parties will attempt to resolve any dispute out of or relating to the Agreement through friendly negotiations amongst the parties. If the matter is not resolved by negotiation, the parties will resolve the dispute using the below Alternative Dispute Resolution (ADR) procedure.

Any controversies or disputes arising out of or relating to this Agreement will be submitted to mediation in accordance with any statutory rules of mediation. If mediation does not successfully resolve the dispute, the parties may proceed to seek an alternative form of resolution in accordance with any other rights and remedies afforded to them by law.

WARRANTY: Automation Agency shall provide its services and meet its obligations under this Contract in a timely and workmanlike manner, using knowledge and recommendations for performing the services which meet generally acceptable standards in Automation Agency’s community and region, and will provide a standard of care equal to, or superior to, care used by service providers similar to Automation Agency on similar projects.

All online and direct payment gateways adhere to the standards set by PCI-DSS as managed by the PCI Security Standards Council, which is a joint effort of credit card providers like Visa, MasterCard, American Express and Discover. PCI-DSS requirements help ensure the secure handling of credit card information by our store and its service providers.

NOTE: At no point during the transaction does Automation Agency store or hold your credit card information. This process is managed and monitored by Infusionsoft, and you can read their terms of service, privacy policy and PCI Compliance information by visiting their site at:

THIRD-PARTY SERVICES: Please note that certain third-party service providers, (payment gateways and other payment transaction processors), have their own privacy policies in respect to the information we are required to provide to them for your purchase-related transactions. In this case we recommend that you read their privacy policies so you can understand the manner in which your personal information will be handled by these providers.

In general, the third-party providers used by the Automation Agency will only collect, use and disclose your information to the extent necessary to allow them to perform the services they provide to us.

Please also note that certain providers may be located in or have facilities that are located a different jurisdiction than either us or you. So if and when you elect to proceed with a transaction that involves the services of a third-party service provider, then your information may become subject to the laws of the jurisdiction(s) in which that service provider or its facilities are located.

As an example, if you are located in United Kingdom and your transaction is processed by a payment gateway located in the United States, then your personal information used in completing that transaction may be subject to disclosure under United States legislation, including the Patriot Act.

Once you leave our online store’s website or are redirected to a third-party website or application, you are no longer governed by this Privacy Policy or our website’s Terms of Service.

IMPORTANT NOTICE: When you click on hyperlinks in our store, sales pages, or landing pages, they may direct you away from our site. We are not responsible for the privacy practices of other sites and encourage you to read their privacy views, policy and statements.

SECURITY: We take necessary precautions to protect your personal information and follow industry best practices to make sure it is not inappropriately lost, misused, accessed, disclosed, altered or destroyed.

When you provide the Automation Agency with your credit card information, the information is encrypted using secure socket layer technology (SSL) and stored with a AES-256 encryption. Although no method of transmission over the Internet or electronic storage is 100% secure, we follow all PCI-DSS requirements and implement additional generally accepted industry standards.

COOKIES: Automation Agency utilizes cookies and tracking pixels (i.e. Google Analytics) to aid in measuring and tracking where our website traffic is coming from and to track the performance of our site. Finally, we use remarking pixels from Facebook (Adroll, Perfect Audience, etc) to aid in customized, targeted follow-up advertising that will from time to time display digital ads during your online searches across the world-wide-web.

AGE OF CONSENT: By using this site, you represent that you are at least the age of majority in your state or province of residence, or that you are the age of majority in your state or province of residence and you have given us your consent to allow any of your minor dependents to use this site.


We reserve the right to modify this privacy policy at any time, so please review it frequently. Changes and clarifications can take effect immediately and often to ensure compliance with many local, state, and federal laws.

CONTACT INFORMATION: If you would like to: access, correct, amend or delete any personal information we have about you then please send us an email to Jaso[email protected] or by mail at P.O. Box 24691 Tempe, AZ 85285