PRIVACY POLICY
PRIVACY POLICY
Effective Date: April 2 , 2025
Company: Elite Assist
Website: https://eliteassist.ca
Privacy Contact: [email protected]
1. Introduction
Elite Assist (“Elite Assist,” “we,” “our,” or “us”) is a Canadian-owned provider of managed outbound sales, lead generation, appointment setting, follow-up, CRM support and related business services.
This Privacy Policy explains how we collect, use, disclose, store and protect personal information when you:
Visit our website;
Contact us or schedule a consultation;
Become a client or prospective client;
Communicate with us by telephone, email or SMS;
Receive communications through a campaign we operate for a client;
Apply to work with Elite Assist; or
Otherwise interact with our business.
Elite Assist operates with personnel and service providers located in Canada, the Philippines, the United States and potentially other jurisdictions. Information may therefore be processed outside the country in which it was collected.
2. Our Role When Providing Services to Clients
Elite Assist may process business contact and prospect information on behalf of its clients while delivering outbound sales and appointment-setting services.
In those circumstances:
The client determines the purpose of the campaign and the categories of individuals being contacted;
Elite Assist processes information according to the client’s instructions and the applicable service agreement;
Elite Assist uses the information only to provide the approved services;
Elite Assist does not use one client’s confidential data for another client;
Access is restricted to personnel assigned to the applicable client account; and
The client remains responsible for its own privacy notices, legal authority, campaign instructions and customer relationships.
If you receive a communication from Elite Assist on behalf of one of our clients, your information may be controlled primarily by that client. We may refer privacy requests relating to a client campaign to the applicable client and assist the client in responding.
3. Information We Collect
Depending on your relationship with Elite Assist, we may collect the following information.
A. Contact and Business Information
Name;
Business email address;
Telephone or mobile number;
Job title and department;
Employer or company name;
Business address;
Industry and company information;
Professional profile information;
Communication preferences; and
Other information relevant to a potential business relationship.
B. Client and Service Information
Information about a client’s business, products, services and target market;
Campaign instructions, qualification criteria and exclusion lists;
CRM records, pipeline information and account notes;
Prospect and customer communications;
Appointment details and calendar information;
Sales scripts, training materials and internal procedures;
Campaign results, performance data and reports; and
Information required to manage the client relationship.
C. Communication and Campaign Information
Email correspondence;
Telephone and SMS activity;
Call dates, times, duration and outcomes;
Appointment records;
Follow-up history;
Contact preferences;
Consent and opt-out records;
Call recordings or transcripts where legally permitted and where any required notice or consent has been provided; and
Notes voluntarily provided during a conversation.
D. Website and Technical Information
When you visit our website, we or our service providers may automatically collect:
IP address;
Browser and device type;
Operating system;
Referring website;
Pages viewed;
Date and time of access;
General geographic location;
Website interactions; and
Cookie, analytics and similar technical information.
E. Billing and Transaction Information
We may collect:
Billing contact information;
Invoice and payment status;
Transaction history;
Tax or business-identification information; and
Limited payment information.
Payment-card and banking information may be collected directly by our payment processors. Elite Assist generally does not retain complete payment-card details.
F. Recruitment Information
When someone applies to work with Elite Assist, we may collect:
Résumé and employment history;
Education and professional qualifications;
Contact information;
Interview notes;
Skills assessments;
References;
Compensation expectations; and
Other information voluntarily provided during recruitment.
4. Sources of Information
We may collect information:
Directly from you;
From our clients;
Through our website, booking pages and forms;
During calls, emails, SMS conversations or meetings;
From publicly available websites, professional profiles, company websites and business directories;
From business-information and lead-generation providers;
From referral partners;
From communications and CRM platforms; and
Automatically through cookies and similar technologies.
We seek to collect only information reasonably relevant to legitimate business outreach, service delivery, recruitment or administration.
5. How We Use Information
Elite Assist may use personal information to:
Respond to inquiries and schedule consultations;
Evaluate potential client relationships;
Provide outbound sales, lead-generation and appointment-setting services;
Conduct approved telephone, email and SMS outreach;
Identify and qualify potential business opportunities;
Schedule appointments and manage follow-up;
Create, update and manage CRM records;
Operate and improve sales campaigns;
Provide reporting and performance analysis;
Communicate with clients and prospects;
Process invoices and administer contracts;
Maintain consent, unsubscribe and do-not-contact records;
Train and supervise assigned personnel;
Recruit and evaluate candidates;
Maintain the security of our systems;
Investigate suspected misuse, fraud or security incidents;
Enforce agreements and protect legal rights;
Meet accounting, regulatory and legal obligations; and
Improve our website, services and business operations.
We will not use personal information for a materially different purpose without providing appropriate notice or obtaining consent where required.
6. Consent and Business Communications
Where consent is required, Elite Assist will seek consent appropriate to the nature and sensitivity of the information and the intended use.
Consent may be express or implied where permitted by applicable law. You may withdraw consent, subject to legal or contractual restrictions and reasonable notice.
Elite Assist may also process business contact information for reasonable business-to-business purposes where permitted by law. We respect applicable consent, identification, unsubscribe and do-not-contact requirements.
7. Telephone Calls and Call Recordings
Elite Assist may place or receive telephone calls as part of its own operations or on behalf of clients.
Calls may be monitored or recorded for quality assurance, training, documentation and compliance where legally permitted. When notice or consent is required, it must be provided before recording.
You may ask whether a call is being recorded and may request that recording stop where applicable. Declining a recording may affect our ability to document or continue certain interactions.
8. SMS Communications
Where you have provided a mobile number or otherwise consented as required, Elite Assist or a client represented by Elite Assist may send SMS messages relating to:
Requested information;
Appointment scheduling and reminders;
Service updates;
Follow-up communications; and
Promotional or business communications permitted by law.
Message frequency may vary. Standard message and data rates may apply.
You may opt out by replying STOP. For assistance, reply HELP or contact [email protected]. Consent to receive SMS marketing is not a condition of purchasing services.
Mobile information, SMS opt-in data and consent records will not be sold or shared with third parties or affiliates for their independent marketing or promotional purposes. Information may be provided to telecommunications and technology providers only as necessary to deliver and administer the messaging service.
9. Email Communications
Marketing and business-development emails will include identification and unsubscribe information where required.
You may unsubscribe using the link in an email or by contacting [email protected]. We may retain limited information on a suppression list to ensure that your unsubscribe request continues to be respected.
Unsubscribing from marketing communications will not prevent necessary administrative, contractual, security or transactional messages.
10. Cookies and Similar Technologies
Our website may use cookies, pixels, analytics tools and similar technologies to:
Operate website functionality;
Remember preferences;
Understand website traffic;
Measure engagement;
Diagnose technical problems;
Improve website performance; and
Evaluate marketing effectiveness.
Cookies may be placed by Elite Assist or by providers supporting our website, scheduling, CRM, analytics or communications.
You can manage cookies through your browser settings. Disabling cookies may affect certain website features. Where required, we will request consent before using non-essential cookies.
11. How We Disclose Information
Elite Assist may disclose information to:
A. Clients
When we operate a campaign for a client, qualified leads, communications, appointments, notes, consent status and campaign results may be provided to that client.
B. Authorized Personnel
Information may be accessed by employees, contractors, supervisors and team members who require it to perform assigned responsibilities. Personnel may be located in the Philippines or other jurisdictions and are subject to confidentiality and data-handling requirements.
C. Service Providers
We may use third-party providers for:
CRM and campaign management;
Telephone, SMS and email communications;
Website hosting;
Appointment scheduling;
Cloud storage;
Analytics;
Recruitment;
Billing and payment processing;
IT support; and
Security and fraud prevention.
Service providers may process information only for the services they provide to Elite Assist, subject to applicable agreements and legal requirements.
D. Legal and Business Purposes
We may disclose information where reasonably necessary to:
Comply with applicable law, regulation, subpoena or legal process;
Respond to lawful requests from authorities;
Investigate security incidents, fraud or misuse;
Enforce contractual rights;
Protect Elite Assist, our clients or others from harm; or
Support a business transaction such as a merger, financing, reorganization or sale, subject to appropriate safeguards.
Elite Assist does not sell personal information or permit third parties to use client data for unrelated independent marketing.
12. International and Cross-Border Processing
Elite Assist is Canadian-owned and works with personnel and service providers in Canada, the Philippines, the United States and potentially other jurisdictions.
Personal information may be stored or processed outside your province, state or country. While outside your jurisdiction, information may be subject to the laws of the country where it is processed and may be accessible to courts, law enforcement or government authorities in accordance with those laws.
Elite Assist uses contractual, organizational and technical measures intended to protect information processed across borders.
13. Data Security
Elite Assist uses reasonable administrative, technical and organizational safeguards appropriate to the nature of the information, which may include:
Access restricted according to job responsibilities;
Individual user accounts;
Multi-factor authentication where available;
Password and credential-management requirements;
Secure networks and protected devices;
Encryption provided by approved platforms;
Confidentiality obligations;
Privacy and security training;
Restrictions on downloading and exporting client data;
Access removal when personnel leave or change assignments;
Monitoring and incident-response procedures; and
Appropriate oversight of service providers.
No electronic system or method of transmission is completely secure. Although we take reasonable steps to protect information, we cannot guarantee absolute security.
14. Data Retention and Deletion
Elite Assist retains personal information only for as long as reasonably necessary to:
Provide services;
Manage client and prospect relationships;
Maintain campaign and communication records;
Respect consent and opt-out requests;
Resolve disputes;
Enforce agreements; and
Meet tax, accounting, regulatory and legal obligations.
Retention periods depend on the type of information, its sensitivity, the purpose for which it was collected, client instructions and applicable legal requirements.
Client-controlled campaign information will be retained, returned, transferred or deleted according to the applicable service agreement and documented client instructions. Limited records may be retained where required for legal, security, invoicing or compliance purposes.
When information is no longer required, we will take reasonable steps to delete, anonymize or securely dispose of it.
15. Privacy and Data-Protection Requests
Subject to applicable law, you may have the right to:
Request access to personal information held about you;
Request correction of inaccurate or incomplete information;
Withdraw consent;
Object to or restrict certain processing;
Request deletion of information;
Request information about how your information has been used or disclosed;
Request a portable copy where legally applicable; and
Submit a privacy complaint.
To make a request, contact [email protected]. We may need to verify your identity before processing the request.
Some information may be exempt from access or deletion, including information protected by legal privilege, information concerning other individuals and records that must be retained by law.
If Elite Assist processes your information solely on behalf of a client, we may refer your request to that client and assist the client in responding.
16. Security Incidents
If Elite Assist becomes aware of a suspected security incident involving personal information, we will take reasonable steps to:
Investigate and contain the incident;
Restrict affected access;
Assess the information and individuals potentially affected;
Correct identified weaknesses;
Notify affected clients; and
Provide notices to individuals or regulatory authorities where required by applicable law.
17. Accuracy
Elite Assist takes reasonable steps to keep personal information accurate and complete for the purposes for which it is used.
You may request corrections by contacting [email protected]. Clients are responsible for maintaining the accuracy of information they control or provide for campaign purposes.
18. Children’s Privacy
Elite Assist provides business-to-business services and does not intentionally direct its website or services to children under 18.
We do not knowingly collect personal information from children through our business-development activities. If we learn that such information was collected unintentionally, we will take reasonable steps to delete it.
19. Third-Party Websites and Services
Our website may link to third-party websites, booking platforms, social-media pages or other services.
Elite Assist does not control the privacy practices of independent third parties. You should review their privacy notices before providing personal information.
20. Changes to This Privacy Policy
Elite Assist may update this Privacy Policy to reflect changes in our services, technology, business practices or legal obligations.
The updated policy will be posted on our website with a revised effective date. Where a change materially affects how personal information is used or disclosed, we will provide additional notice or obtain consent where required.
21. Privacy Officer and Contact Information
The Founder and CEO of Elite Assist is responsible for overseeing this Privacy Policy and responding to privacy questions and complaints.
Privacy Officer: Terry Hamdieh
Email: [email protected]
Website: https://eliteassist.ca
We will review privacy inquiries and complaints and respond within a reasonable period. If you are not satisfied with our response, you may have the right to contact the privacy regulator responsible for your jurisdiction.