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HavenReach Digital Privacy Policy
Effective Date: June 25, 2025



1. Who We Are

HavenReach Digital (“HavenReach,” “we,” “us,” or “our”) is a U.S.-based digital marketing and automation agency serving businesses in the funeral home and estate planning industries. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our websites, use our applications or software, interact with our tools or API integrations, or otherwise engage with us.


2. What Information We Collect

We collect personal information that you provide directly to us, that is collected automatically, and that we receive through third-party platforms or service providers.

Examples of personal information include:

Name, email, phone number, mailing address

Account credentials and authentication data

Payment information (last four digits only; full data processed securely by Stripe or similar)

IP address, device information, browser type, and usage logs

Chat interactions, support tickets, and survey responses

Geolocation data (when permitted by device settings)

Voice data, if using voice-interactive tools (with consent)

We may also collect limited sensitive information only when necessary, and always with your explicit consent if required by applicable law.


3. How We Use Your Information

We use your information to:

Provide and maintain our services

Facilitate integrations with platforms like Google Business, Meta, and TikTok

Authenticate and manage your account

Respond to inquiries and support requests

Improve our tools, performance, and customer experience

Communicate product updates, offers, and legal notices

Prevent fraud and ensure security

Comply with applicable legal and financial obligations

We do not sell your personal information. We do not use it for automated decision-making without human review.


4. How We Share Information

We may share your information with:

Infrastructure and cloud service providers such as AWS and Google Cloud, who store and process data securely

Integrated platforms like Google, Meta, TikTok, and Stripe, strictly for the purpose of executing your requested services

Customer support, analytics, and CRM tools we use internally (such as HubSpot or ClickUp)

Legal authorities or acquirers, if required by law or as part of a merger, acquisition, or asset sale

All sharing is done under confidentiality agreements or data processing agreements that restrict use to authorized, legitimate purposes only.


5. Cookies and Tracking Technologies

We use cookies, web beacons, pixels, and SDKs to analyze traffic, improve the user experience, and measure marketing performance. These may come from first parties (HavenReach) or third parties (like Google Analytics, Meta Pixel, and TikTok Events API).

Where legally required, we obtain your consent before enabling cookies and provide a mechanism to manage your preferences.


6. Data Transfers

We are based in the United States. If you are accessing our services from outside the U.S., especially from the European Economic Area, United Kingdom, or Switzerland, your information may be transferred to and processed in the U.S. or other countries. We use Standard Contractual Clauses or similar safeguards to ensure lawful international data transfers.


7. Data Retention

We retain personal data only as long as necessary for the purposes stated in this policy, or as required by law. This includes maintaining user accounts, fulfilling legal or tax obligations, or resolving disputes. Backup systems are purged regularly and securely.


8. Security

We implement technical and organizational security measures aligned with industry standards, including:

TLS encryption for data in transit

AES-256 encryption for data at rest

Multi-factor authentication

Role-based access controls

Regular vulnerability assessments and penetration testing

While no system is 100% secure, we actively monitor for threats and respond swiftly to incidents.


9. Your Rights

If you are a resident of the EU, UK, California, or other applicable jurisdictions, you have certain rights regarding your data. These may include:

The right to access, correct, or delete your personal data

The right to restrict or object to processing

The right to data portability

The right to withdraw consent at any time (where applicable)

The right to file a complaint with a supervisory authority

The right to opt out of the sale or sharing of personal data (where applicable)

You may exercise these rights by contacting us at [email protected]. We will verify your identity before fulfilling your request.


10. Children’s Privacy

Our services are not intended for children under 13. We do not knowingly collect personal data from minors. If we become aware that a child has submitted personal information, we will delete it promptly.


11. Third-Party Links

Our websites and software may contain links to other sites or services. We are not responsible for the privacy practices or content of those third parties. We recommend reviewing their privacy policies before submitting information.


12. Changes to This Policy

We may update this Privacy Policy from time to time. If changes are material, we will notify you via email or within the app. Your continued use of our services after such changes indicates your agreement to the revised policy.


13. Contact Us

If you have questions about this Privacy Policy or how your data is handled, contact us at:

HavenReach Digital
Email:
[email protected]
Business Address: 1050 Arcadia Rd, Encinitas CA 92024

Phone Number (U.S.): +1-9493717371

For accessibility requests, email: [email protected] and we will provide an accessible version of this policy within 10 business days.

Frequently Asked Questions

Answers to common questions about HavenReach and our marketing services.

What exactly does HavenReach do?

We provide a done-for-you growth system that helps funeral homes get more booked calls through Google optimization, AI lead capture, review generation, and automated follow-up. Everything is set up and managed for you—no tech experience needed.

How long does it take to get results?

Many of our clients see more calls and inquiries within the first 30 days, especially as we improve their Google Business Profile and review presence. Long-term SEO improvements typically take 60–90 days to fully mature.

Do you only work with funeral homes?

Yes—HavenReach is built specifically for family-owned funeral homes and estate service providers. We understand your business, your client journey, and your challenges better than generalist agencies ever could.

Will I be locked into a long-term contract?

No. We offer month-to-month service with no long-term contract required. We believe in earning your business through results, not locking you in.

How do I know it’s working?

We provide a clean, easy-to-read report every month showing how many leads you received, your ranking progress, review growth, and conversion trends. You’ll always know the ROI you're getting.

Can your system work even if I already get referrals?

Absolutely. In fact, many of our best clients started with strong word-of-mouth—but were missing new families who searched online and didn’t call because they couldn’t find or trust what they saw. We help you capture those missed opportunities.

Do I need a new website?

No. Our system works with or without a new website. We optimize your Google Business Profile, create targeted landing pages if needed, and install our chatbot + lead capture tools seamlessly with your existing setup.

Is your system active after hours?

Yes. Our automation works 24/7, even on weekends and holidays. If someone calls and no one answers, our system immediately texts them back, captures their info, and offers help—so you never lose another lead to a voicemail.

How do I get started?

Just click the “Talk To An Expert!” button, and we’ll walk you through a free personalized audit. You’ll see where you're losing leads and exactly how we can fix it—no obligation.