1. Information we collect
- Information you give us: when you submit an enquiry or quote request, your name, email address, phone number, the service you’re interested in, and anything you type into the message field.
- Information we collect automatically: IP address, device and browser type, pages viewed, referring URLs, and how you interact with the site, through cookies and similar technologies (section 8). We use Google Analytics and Microsoft Clarity, which may record aggregated session activity such as heatmaps.
- Marketing source data: if you arrive through an ad or a campaign link, we capture campaign identifiers such as Google Ads click IDs and UTM parameters.
- Client engagement data: if you become a client, the information you or your team give us to do the work. That can include your CRM records, customer lists, correspondence, files and system access. Section 11 explains your obligations where that information is about other people.
2. How we use your information
We use personal information to:
- respond to your enquiry, scope the work and prepare a quote;
- deliver, support and administer our services;
- contact you about your enquiry or engagement by email, phone or SMS, including automated first response;
- send marketing communications where you have agreed (section 5);
- operate, analyse, secure and improve our website, services and internal systems, including in aggregated or de-identified form;
- manage billing, keep business records and enforce our agreements; and
- meet our legal, regulatory and insurance obligations.
Where we want to use your information for a purpose that isn’t listed above and isn’t related to one of them, we’ll ask you first or rely on a basis the law allows.
3. Automated contact
When you submit an enquiry, our systems may respond automatically and immediately, including by SMS or email, before a person has read it. That first response is generated by software. Anything you rely on should be confirmed with us directly.
4. Artificial intelligence and third-party processing
We use AI tools throughout our business. We use them to draft and summarise correspondence, classify and route enquiries, research prospects and markets, generate documents and code, analyse data, and run parts of our internal operations. This is core to how we work, not an occasional add-on.
What this means for your information. Information you send us, including the content of your enquiry, our correspondence with you and, for clients, engagement and project data, may be transmitted to and processed by third-party AI providers. Those providers currently include Anthropic, Google and OpenAI, and we may add or change providers over time. Their systems are generally located outside Australia (section 7).
What we do, and what we don’t control. We select providers that offer business or enterprise terms, and we prefer arrangements that exclude our data from model training. We route information we treat as sensitive only to providers we have assessed for that purpose, and we don’t put such information into general-purpose consumer AI tools. Beyond that, we do not control these providers. Once information is disclosed to them, their handling of it is governed by their own terms and privacy policies, which they can change, and which we can’t enforce on your behalf.
Accuracy. AI output can be wrong, incomplete or out of date. We review work before it goes to you, but you shouldn’t treat AI-assisted output as verified advice, and you should check anything you intend to rely on.
Your consent, and the limit of our responsibility. By submitting an enquiry or engaging us, you consent to us disclosing your information to AI and other technology providers on this basis, including to recipients outside Australia. To the maximum extent the law allows, we are not liable for how a third-party provider handles information once it has been disclosed to them in accordance with this policy. Nothing in this paragraph limits rights you have that can’t lawfully be limited.
If you’d rather your information wasn’t processed this way, tell us at info@branchlead.com before you send it. Clients can ask us to exclude specific data or systems from AI processing, and we’ll tell you honestly whether we can still do the work on that basis.
5. Marketing communications
Where you’ve consented, or where the law otherwise permits, we may contact you about our services by email, phone or SMS. You can opt out at any time. Reply STOP to any SMS, use the unsubscribe link in our emails, or email info@branchlead.com. Opting out of marketing won’t stop us responding to an enquiry you’ve made or servicing an engagement.
6. Who we share it with
We don’t sell your personal information. We share it with providers who help us run our business, each handling it to provide their service to us:
- CRM, marketing and communications: HubSpot, Google Workspace, Slack, Twilio, Instantly.
- Analytics and advertising: Google, Microsoft (Clarity).
- AI and data processing: as described in section 4.
- Infrastructure and payments: our hosting, database and payment providers.
- Professional advisers and authorities: where we need advice, or where the law requires it.
We may also disclose information as part of a sale or restructure of our business, on terms that require the recipient to keep handling it in line with this policy.
7. Disclosure outside Australia
Many of our providers, including those named above, store and process data on servers outside Australia, primarily in the United States and the European Union. We take reasonable steps to choose providers with appropriate practices.
Please read this part carefully. By submitting your information to us, you consent to its disclosure to overseas recipients as described in this policy. You acknowledge that, because you have consented, APP 8.1 will not apply to that disclosure. This means we will not be accountable under the Privacy Act for an overseas recipient’s handling of your information, that recipient may not be required to comply with the APPs, and you may not be able to seek redress under the Privacy Act in relation to their handling of it. If you don’t consent to this, don’t submit your information, and contact us instead to discuss alternatives.
8. Cookies and tracking
We use cookies and similar technologies in two groups. Essential cookies are needed for the site to work and to remember your preferences and your cookie choice. Non-essential cookies, covering analytics, session-recording and advertising, only run if you accept them. We use Google Consent Mode, so non-essential tracking stays off until you opt in through our cookie banner.
You can change your choice at any time by clearing this site’s storage in your browser, and you can manage or block cookies through your browser settings. Blocking essential cookies may stop parts of the site working. Some of these technologies are operated by third parties who set their own cookies and collect information under their own policies, which we don’t control.
9. Security and retention
We take reasonable steps to protect information from misuse, interference, loss and unauthorised access, modification or disclosure. No system is completely secure, and we can’t guarantee the security of information transmitted to us over the internet. Transmission is at your own risk.
We keep personal information only as long as we need it for the purposes in this policy, or as the law requires, and then delete or de-identify it. We may keep aggregated or de-identified information indefinitely, as it no longer identifies you.
10. Your rights
You can ask us to access or correct the personal information we hold about you. Email info@branchlead.com and we’ll respond within a reasonable time. We may need to verify your identity, and in limited cases the law allows us to decline, in which case we’ll tell you why.
If you have a privacy complaint, contact us first and we’ll investigate and respond. If you’re not satisfied with our response, you can contact the Office of the Australian Information Commissioner at oaic.gov.au.
11. Information you give us about other people
If you give us personal information about anyone else, including your customers, staff, contacts or CRM records, you confirm that you’re entitled to give it to us and that we may handle it as set out in this policy, including the AI processing in section 4 and the overseas disclosure in section 7. Where the law requires it, you’re responsible for having told those people how their information will be handled and for obtaining any consent needed. Our Terms of Use set out the indemnity that applies.
12. Children
Our site and services are aimed at businesses and aren’t directed at children under 16. We don’t knowingly collect their personal information. If you believe we have, contact us and we’ll delete it.
13. Changes
We may update this policy from time to time. The current version is always on this page, with the date it was last updated at the top. Continuing to use the site or our services after a change means you accept the updated policy.
14. Contact us
Privacy questions: info@branchlead.com · +61 2 8105 5008 · Virture Pty Ltd t/a BranchLead, 81–83 Campbell Street, Surry Hills NSW 2010.
See also our Terms of Use.
Questions about any of this? Emailinfo@branchlead.com or call+61 2 8105 5008.