Last Updated: November 10, 2026

Introduction

Optimize5 (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the rights available to users depending on where they live.

This policy applies to information we collect:

• On our website (www.optimize5.com)
• Through forms, chat, email, bookings, and SMS
• Through our advertising, landing pages, and marketing content
• Through third-party platforms used for analytics, onboarding, or client communication
• Our partner portal at partner.optimize5.com

By using our website or submitting your information, you agree to the practices described in this policy.

Who We Serve

Optimize5 operates in the United States and serves clients nationally and internationally, including in Canada, Mexico, the United Kingdom, the European Union, and Australia.

Users Under 18

Our website and services are not intended for individuals under 18. We do not knowingly collect information from anyone under 18. If you believe we have information from a minor, contact team@optimize5.com.

Information We Collect

1. Information You Provide Directly

This may include:

• Name
• Email address
• Phone number
• Business or account information
• Form submissions
• Message content
• Payment-related details (processed through third-party providers)
• Any information you voluntarily send to us

2. SMS Phone Numbers & Consent

When you provide your phone number, you agree to receive:

• One-to-one messages related to demos, onboarding, or service delivery
• Support or account-related notifications
• Marketing or promotional SMS messages (including automated or mass texts)

Message frequency varies. Standard message and data rates may apply.
Reply STOP to unsubscribe or HELP for assistance.

We do not sell or share phone numbers or SMS data with third parties for marketing.

3. Information Collected Automatically

We may collect:

• IP address
• Browser/device type
• Pages viewed
• Site actions (clicks, scrolls, time on page)
• Referring URLs
• Cookies and tracking identifiers
• General location data

This information helps us understand user behavior, improve performance, and support analytics and advertising.

4. Information from Third Parties

We may receive data from:

• Analytics platforms (e.g., Google Analytics)
• Advertising networks (e.g., Google, Meta)
• CRM and onboarding tools (e.g., HubSpot)
• Payment processors

How We Use Information

We use your information to:

• Provide and support our services
• Respond to inquiries
• Send onboarding instructions, updates, reminders, or support notices
• Send SMS messages (operational + marketing for opted-in users)
• Improve website functionality and user experience
• Run analytics, diagnostics, and security monitoring
• Deliver or measure advertising and retargeting campaigns
• Send marketing emails, newsletters, or promotional content (opt-in required)
• Comply with legal or contractual obligations

We do not sell customer or partner contact lists for money. With your permission, we disclose limited website or portal activity and browser identifiers to advertising partners to show and measure Optimize5 ads. Privacy laws may classify this activity as sharing personal information for targeted advertising and, in some circumstances, as a sale. The Cookies, Analytics and Advertising section explains these practices and your choices.

Cookies, Analytics and Advertising

Necessary cookies support essential functions such as security, sign-in and remembering privacy choices. Optional technologies support analytics, website improvements and advertising. We ask for your permission before enabling optional tracking covered by our privacy controls. You may accept, reject or change the available categories without losing access to our site or partner portal.

When advertising is allowed, Meta and Google may receive information such as the page or generic portal visit, IP address, browser and device information and cookie identifiers. They may use this information to recognize your browser or match it to their users so that Optimize5 ads can appear on their services and advertising networks. Their handling of the information is also governed by their privacy policies: Meta Privacy Policy and Google Privacy Policy.

Portal advertising events do not include referral names, client information, referral performance, your portal account ID or office selections. Advertising is excluded from portal admin, sign-in, password-reset, invitation and referral-entry pages. The website intake form is also excluded from advertising tracking.

Use Privacy choices to change your settings or opt out of targeted advertising. We honor Global Privacy Control as an opt-out of advertising sharing for the browser that sends the signal. Rejecting optional cookies or withdrawing permission stops future tracking controlled by these settings. It does not automatically erase information already received by providers. You may contact team@optimize5.com about access or deletion requests and use the providers’ privacy tools to manage information they hold.

Choices apply to the browser and device where they are made. Clearing cookies or using another browser may require you to make a new choice. Existing privacy signals continue to take priority. A cookie choice is separate from email or SMS subscription preferences.

How We Share Information

We may share your information only with:

• Service providers (hosting, analytics, email/SMS systems, payment processors)
• Contractors assisting with onboarding or client support
• Legal authorities if required to comply with law
• Successors in the event of a merger or acquisition
• Advertising partners, including Meta and Google, when advertising is allowed as described above.

We require service providers acting on our behalf to protect information and use it for the contracted services. Advertising partners may also process limited information under their own privacy policies, as explained in Cookies, Analytics and Advertising. We do not sell customer or partner contact lists for money. Advertising disclosures may be classified as sharing or sale under applicable privacy laws.

International Users

Data Storage Location

All data is processed and stored in the United States.

If you access our services from outside the U.S., you acknowledge and agree that your information will be transferred to, stored in, and processed in the United States.

International Transfers

For users in the European Union, United Kingdom, Canada, and other regions with data protection laws, personal data may be transferred through:

• Standard Contractual Clauses (SCCs)
• Equivalent safeguards required under applicable laws

GDPR / UK GDPR Compliance (EU & UK Users)

Lawful Bases for Processing

We rely on one or more of the following legal bases:

• Consent (e.g., marketing emails or SMS opt-ins)
• Contract (to deliver requested services)
• Legitimate interests (analytics, security, troubleshooting)
• Legal obligation (complying with law or regulation)

Your GDPR Rights

If you reside in the EU or UK, you have the right to:

• Access your personal data
• Request corrections
• Request deletion (“right to be forgotten”)
• Object to marketing
• Withdraw consent at any time
• Request data portability
• Restrict processing

To exercise these rights: team@optimize5.com

Canada (CASL)

If you are in Canada:

• Marketing emails and SMS messages are sent only with express consent
• You may unsubscribe at any time
• We do not sell, rent, or trade personal information
• STOP/HELP instructions apply to SMS
• Email unsubscribes are honored promptly

Australia (Spam Act)

If you are in Australia:

• Marketing messages require your consent
• You may opt out at any time
• We provide clear sender identification in all communications

Mexico & Other Regions

We comply with reasonable transparency and rights requirements for users in Mexico and other jurisdictions, including rights to:

• Access
• Correction
• Deletion where applicable

Requests can be made to team@optimize5.com.

Your Choices

Email Opt-Out

Click “unsubscribe” in any email or email us at team@optimize5.com.

SMS Opt-Out

Reply STOP at any time.

Cookies

Use Privacy choices on our website or partner portal to accept, reject or change optional tracking. You can also use a Global Privacy Control signal to opt out of advertising sharing. Where applicable law gives you a right to opt out of sale or sharing for targeted advertising, use these controls or contact team@optimize5.com. We do not require you to create an account to make a privacy request. Browser settings provide an additional way to manage cookies.

Data Access / Deletion Requests

Email team@optimize5.com with your request.

Data Security

We use reasonable technical and organizational safeguards to protect information. While no system is 100% secure, we work to protect against unauthorized access, alteration, or misuse.

Changes to This Policy

We may update this Privacy Policy from time to time. The “Last Updated” date will reflect the latest version. Continued use of our website after updates constitutes acceptance of the updated policy.

Contact Us

For questions or privacy-related requests, contact:

team@optimize5.com
Optimize5
Pleasanton, CA