Privacy Policy

Expert VA LLC

Last Updated: February 19, 2026

Overview

This Privacy Policy explains how Expert VA LLC (“Expert VA,” “we,” “us,” or “our”) collects, uses, and shares information when you visit expertva.com (the “Website”) or contact us.

If you become a client, additional privacy and confidentiality terms may apply under your signed service agreement or other written contract with Expert VA.

Information We Collect (and sources)

We collect information in the following ways:

1) Information you provide to us

Contact/lead information: first name, last name, email, phone number.
Inquiry details: the description you submit about how we can help.
Communications: messages you send via forms, chat, email, or phone.

2) Information collected automatically when you use the Website

Usage data: pages viewed, time on site, clicks, referral pages, and similar site-usage information.
Device and log data: IP address, browser type, device identifiers, and operating system.
Cookies and similar technologies: see “Cookies/Tracking & Analytics” below.

3) Information we receive from clients for service delivery (service-provider/processor role)

If you are a client, you may provide limited access to business systems (e.g., CRM data, leads/contacts, communications, recordings, or other business information) on a need-to-know basis so we can perform contracted services. We use that data only to provide the agreed services and according to your contract.

How We Use Information

We use information to:

Respond to inquiries and provide requested information.
Schedule calls and manage communications with you.
Provide and improve the Website and user experience.
Operate our sales and onboarding process (Clarity Call → Precision Matching → Structured Onboarding → Continuous Optimization).
Deliver contracted services for clients (as a service provider/processor).
Maintain security, prevent fraud/abuse, and enforce our policies.
Comply with legal obligations and resolve disputes.

How We Share Information

We use information to:

With service providers that help us operate the Website and our business (see “Third-Party Services We Use”).
With clients or authorized users where required to fulfill contracted services.
For legal reasons if required by law, subpoena, court order, or to protect rights, safety, and security.
In a business transfer (e.g., merger, acquisition, or asset sale), subject to standard confidentiality protections.

We do not sell your personal information in the ordinary sense.

SMS Privacy: No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. Message frequency varies.

Third-Party Services We Use

Based on your current setup, we use:

GoHighLevel (CRM + calendar scheduling + live chat widget)
Twilio (communications/SMS/voice, as applicable)
SendGrid (email delivery)
Google Analytics (website analytics)

Communications (Email / SMS / Phone) & Opt-Out

If you submit your information on our Website or otherwise contact us, you agree that we may contact you by email and/or phone with:

updates regarding your inquiry or our services

You may opt out at any time by:

clicking unsubscribe in emails (where available),
replying STOP to SMS messages (where available), or
contacting [email protected].

Message and data rates may apply depending on your carrier and location.

Data Retention

We retain personal information for as long as necessary to:

respond to you,
maintain business records,
comply with legal obligations, and
enforce our agreements.

Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. No method of transmission or storage is completely secure.