Effective date: 22 July 2026
Last updated: 6 August 2026
This Privacy Policy explains how Architect Marketing Institute (“AMI”, “we”, “us” or “our”) collects, uses and shares personal information when you:
- visit archmarketing.org or an AMI-operated subdomain;
- visit an AMI landing page, marketing funnel or campaign page;
- complete a form, survey, application or assessment;
- book an appointment or register for an event;
- purchase or use an AMI product, service or membership;
- interact with an AMI video, chatbot, AI tool or other embedded service;
- receive email, SMS or other communications from us; or
- otherwise interact with AMI.
This policy applies to the main AMI website, AMI-operated HighLevel pages and funnels, including go.archmarketing.org, and other AMI online services that link to this policy. A supplementary notice may apply to a particular service, campaign or activity where one is displayed.
1. Who We Are
Architect Marketing Institute is responsible for deciding how and why the personal information covered by this policy is used.
Architect Marketing Institute
211 Las Gallinas Ave.
San Rafael, CA 94903
United States
For privacy questions or requests, email su*****@***********ng.org.
2. A Short Summary
- We collect information you provide, information generated when you use our online services and limited information received from service providers and business-data partners.
- Forms, bookings and enquiries may be stored in AMI’s customer relationship management system and used to respond to you, deliver requested resources, manage appointments and operate appropriate follow-up journeys.
- We use personal information to operate and secure our services, respond to enquiries, provide products and memberships, process transactions, measure marketing and comply with the law.
- Optional analytics and advertising technologies are controlled through the available cookie-consent system where consent is required.
- We do not sell or license personal contact information for money.
- Some advertising, attribution and business-visitor-identification activities may be legally treated as a “sale”, “sharing” or targeted advertising under certain US state laws.
- We do not make decisions that have legal or similarly significant effects about you solely by automated means.
- Our services are intended for adults and are not directed to children under 18.
3. Personal Information We Collect
The information we collect depends on how you interact with AMI.
Information You Provide
- Contact details: your name, email address, telephone number, postal address and similar information.
- Professional and business information: your firm or company, role, website, location, practice information, business goals, challenges and information you provide about your services or organisation.
- Form, application and survey responses: information submitted when downloading a resource, registering for an event, completing an assessment or applying for an AMI service.
- Booking information: your selected appointment, availability, time zone, booking notes and related calendar information.
- Service and membership information: enquiries, membership details, account information, support requests and information provided when requesting an upgrade or another service.
- Recordings and submitted content: video, audio, images, documents, messages, testimonials and other material you choose to submit.
- Transaction information: products or services purchased, payment status, billing details and transaction records. Payment-card details are generally collected by the relevant payment provider rather than stored directly by AMI.
- Communications and preferences: emails, text messages, support requests, marketing choices, unsubscribe requests and records of your interactions with us.
- Chat and AI interactions: messages, prompts, responses and other information you choose to provide through an AMI chatbot, AI agent or interactive tool.
Please do not provide sensitive personal information unless AMI specifically requests it and explains why it is needed.
Information Collected Through Our Websites, Funnels and Forms
- Device and network information: your public IP address, browser, operating system, device type, language, technical identifiers and approximate location derived from your IP address.
- Website and funnel activity: pages viewed, links clicked, referring and exit pages, dates and times, session activity, form interactions and campaign journeys.
- Campaign and attribution information: referral sources, landing-page URLs, UTM parameters, advertising identifiers and conversion information.
- Cookie and storage information: cookie identifiers, consent choices, local storage, session storage and similar browser technologies.
- Form-prefill information: some AMI forms use HighLevel’s Sticky Contact functionality to remember information previously entered in that browser and make later forms easier to complete.
- Security information: logs and signals used to detect spam, fraud, malicious activity, technical failures and other security issues.
- Video and embedded-service information: information generated when an embedded video, booking tool, chatbot, payment service or other third-party feature loads or is used.
Some forms use an IP lookup service, such as IPify, to obtain a visitor’s public IP address and help AMI understand approximate location, route enquiries and measure campaign activity. This request may occur when the form loads rather than only when the form is submitted.
Information From Other Sources
We may receive information from:
- service providers that help us operate our websites, funnels, CRM, communications, analytics, advertising and business systems;
- advertising, attribution and business-visitor-identification providers;
- payment and transaction providers;
- booking, calendar, event and video providers;
- social media platforms when you interact with AMI content or advertising;
- public or commercially available professional or business sources; and
- referrals, partners or representatives who provide your information where permitted by law.
We may combine this information with information we already hold where the law permits.
4. How We Use Personal Information and Our Legal Bases
Privacy laws in some countries require us to identify a legal basis for processing. The bases below apply where those laws require them.
| Purpose | Typical information | Legal basis where required |
|---|---|---|
| Operate and maintain our websites, funnels and online services | Device, network, security and activity information | Our legitimate interests in operating functional and secure services; legal obligations where applicable |
| Respond to enquiries, forms, bookings and service requests | Contact, professional, communications and request information | Steps requested before entering a contract; performance of a contract; our legitimate interests in responding and managing business relationships |
| Provide resources requested by a visitor | Contact, form, campaign and delivery information | Taking requested steps; performance of a requested service; consent where required |
| Provide memberships, products, accounts and support | Contact, account, membership, transaction and communications information | Performance of a contract; legal obligations; our legitimate interests in administering our services |
| Process bookings and appointment reminders | Contact, calendar, booking and communications information | Taking requested steps; performance of a contract; our legitimate interests in managing appointments |
| Process purchases, billing and business records | Contact, transaction and billing information | Performance of a contract; accounting and legal obligations; our legitimate interests in managing payments and records |
| Process applications, assessments and submitted recordings | Contact, professional, membership, recording and response information | Steps requested by you; performance of a contract; our legitimate interests in reviewing and responding |
| Remember form details and preferences | Contact fields, browser identifiers and stored preferences | Our legitimate interests in providing a convenient functional service; consent where required |
| Understand approximate location and route enquiries | IP address, approximate location and form information | Our legitimate interests in routing enquiries, understanding our audience and preventing abuse, subject to your rights |
| Secure our services and prevent spam, fraud and abuse | Device, network, security, form and account information | Our legitimate interests in protecting AMI, users and systems; legal obligations |
| Measure website and campaign performance | Website activity, device, cookie and attribution information | Consent where required; otherwise our legitimate interests where permitted |
| Personalise content and provide optional features | Website activity, preferences and identifiers | Consent where required; otherwise our legitimate interests where permitted |
| Deliver and measure advertising | Identifiers, online activity, approximate location, attribution data and inferences | Consent where required; otherwise our legitimate interests where permitted, subject to applicable opt-out rights |
| Send marketing communications | Contact details, communication preferences, service relationship and engagement information | Consent where required; otherwise an existing customer relationship or another permitted basis |
| Operate chatbots, AI tools and automated workflows | Contact details, prompts, messages, form responses and interaction information | Taking requested steps; performance of a service; our legitimate interests in responding efficiently and improving our services |
| Improve AMI’s services and business operations | Enquiries, service, communications, survey and aggregated usage information | Our legitimate interests in understanding and improving our services |
| Establish, exercise or defend legal claims | Any relevant information | Legal obligations and our legitimate interests in protecting our rights |
| Manage a reorganisation or transfer of the business | Relevant customer, contract and business records | Our legitimate interests in managing a corporate transaction; legal obligations |
Where we rely on legitimate interests, we consider the purpose, necessity and potential effect on your rights. You may have the right to object.
Where we rely on consent, you may withdraw it at any time. Withdrawal does not affect processing that occurred before consent was withdrawn.
5. HighLevel Forms, CRM and Automated Follow-Up
AMI uses HighLevel, also known through certain services as LeadConnector, to operate landing pages, funnels, forms, calendars, customer records, communications and automated workflows.
When you submit an AMI form or booking:
- your information may be stored in AMI’s HighLevel account;
- a contact record may be created or updated;
- the source page, campaign information, IP address or approximate location may be recorded;
- AMI may send the resource, response, confirmation or reminder you requested;
- an AMI team member may contact you about your enquiry;
- the submission may enter an automated workflow appropriate to the request; and
- where permitted, AMI may send relevant marketing communications.
Service messages, booking reminders, billing notices and account communications are separate from optional marketing communications.
Forms may also be embedded on websites or pages operated outside HighLevel. This policy still applies when an AMI form links to this policy.
6. Cookies and Similar Technologies
AMI uses cookies, pixels, tags, local storage, session storage and similar technologies for:
- essential website and funnel operation;
- security and fraud prevention;
- saving consent and functional preferences;
- remembering previously entered form information;
- providing video, booking, chat and payment functionality;
- analytics and campaign measurement;
- personalisation and social proof; and
- advertising and attribution.
Not every technology or provider is present on every page.
Main Website
The main website provides privacy controls for optional technologies. Where supported, visitors can reopen those controls to change their choices. Our Cookie Policy provides more information about the main website’s categories and providers.
HighLevel Funnels
AMI’s active HighLevel funnels use a worldwide consent banner. Visitors can:
- select Accept essential to keep optional categories disabled;
- select Accept all to enable available optional categories; or
- select Customize to choose between the available categories.
Each funnel’s preference panel provides information about the cookies or storage technologies identified on that funnel, including their purpose, provider and expected duration.
HighLevel may not always provide a permanent control for reopening a saved choice. To reset a funnel choice, you can clear the cookies and site data for the relevant AMI subdomain and reload the page, or use your browser’s privacy settings.
Essential cookies and storage required to provide security, forms, payments or a requested feature may remain active without optional consent where the law permits.
Sticky Contact
Some forms use functional browser storage to remember information previously entered on that device. This may include contact details used to prefill a later AMI form. You can remove this information by clearing cookies and site data in your browser. Avoid using form-prefill features on shared or public devices.
7. Analytics, Advertising and Attribution
Subject to your consent choices and applicable law, AMI may use:
- Google Tag Manager, Google Analytics and Google Ads;
- Meta/Facebook advertising technologies;
- LinkedIn advertising and attribution technologies;
- Pinterest advertising technologies;
- HYROS campaign attribution;
- Retention.com business-visitor identification;
- Deadline Funnel campaign and offer tracking; and
- other analytics or advertising services identified in the relevant consent panel.
These services may receive online identifiers, IP addresses, device information, page activity, campaign information, approximate location and conversion information.
Business-visitor-identification and attribution services may associate website activity with business or contact information received from their own sources or partners. This activity is not necessarily anonymous.
AMI does not sell or license personal contact information for money. However, providing identifiers or activity to advertising, attribution or identity-resolution providers can be treated as “selling”, “sharing” or targeted advertising under certain US privacy laws.
Where available, you can decline these activities through AMI’s cookie controls. You may also opt out of Retention.com identification through the Retention.com opt-out page.
8. Videos, Booking Tools, AI Services and Other Embedded Providers
AMI pages may contain third-party services such as:
- Vimeo or YouTube videos;
- Paperform or other external forms;
- YouCanBookMe, Google Calendar, Zoom or other booking and event services;
- Relevance AI chatbots and AI agents;
- Make automation and schedule services;
- Deadline Funnel campaign services;
- WiserNotify social-proof features;
- Stripe payment and fraud-prevention services;
- IPify IP-address lookup services; and
- legacy form or CRM services, including Keap, where a particular page still uses them.
These providers may receive your IP address, device information, page information and any information you choose to submit through their service. Some embedded services may load limited functional or security technologies before you actively interact with them.
Not all providers are used on every page. Their own privacy policies may also apply.
9. When We Share Personal Information
We may disclose personal information to the following categories of recipients where reasonably necessary:
- website, funnel, CRM, hosting, security and spam-prevention providers;
- form, survey, booking, calendar and event providers;
- email, SMS, communications and automation providers;
- file, recording, video, AI and embedded-content providers;
- analytics, attribution and personalisation providers;
- advertising, social-media and business-visitor-identification providers;
- payment and transaction providers;
- professional advisers, insurers and auditors;
- government bodies, regulators, courts and law-enforcement agencies where required or permitted by law; and
- a buyer, investor or successor organisation in connection with a proposed or completed business transaction.
Some providers process information only on AMI’s instructions. Others may independently decide how information is used for parts of their service. Their own privacy notices may also apply.
We do not disclose personal information more broadly than reasonably necessary for the purposes described in this policy.
10. International Transfers
AMI is based in the United States. HighLevel and many of AMI’s other providers operate in the United States and additional countries.
Your information may therefore be processed outside the country where you live, including in countries that may have different data-protection laws.
Where European Economic Area, United Kingdom, Australian or other applicable laws require safeguards for an international transfer or overseas disclosure, we use an available lawful mechanism where appropriate. This may include an adequacy decision, approved contractual clauses, contractual protections or another permitted safeguard.
You may contact us for more information about safeguards relevant to your information.
11. How Long We Keep Personal Information
We keep personal information only for as long as reasonably necessary for the relevant purpose, including legal, accounting, security and dispute-resolution requirements. Our normal retention periods are:
| Record | Normal retention period |
|---|---|
| General enquiries and inactive non-customer leads | 24 months after the last meaningful contact |
| Unsuccessful or completed membership or service applications, including submitted recordings | 12 months after the request is resolved, unless it becomes part of an ongoing customer record or must be retained for another valid reason |
| Customer and member operational records | For the relationship and 24 months afterwards, unless a longer period below applies |
| Contracts, invoices, tax and legally required financial records | Up to seven years after the relevant transaction or relationship, or longer where specifically required |
| Marketing contact and engagement information | Until you unsubscribe or after 24 months without meaningful engagement, unless a different period is permitted or required |
| Suppression records | A minimal record for as long as needed to honour an unsubscribe, STOP request or other opt-out |
| Cookie-consent evidence | Up to 24 months from the most recent choice |
| Security and technical logs | Normally up to 12 months, unless needed longer for security, investigation or legal purposes |
| Cookie, analytics and advertising information | For the durations shown in the relevant consent panel and applicable provider settings |
Chatbot, AI, form and booking interactions follow the applicable enquiry, customer, communications or technical-record period above.
We may retain information longer for an active dispute, legal hold, fraud investigation, security investigation or legal obligation.
We may retain irreversibly anonymised information because it no longer identifies an individual.
12. Marketing Communications
AMI may send marketing emails or text messages where you have consented or where another lawful basis is available.
Where required by law, consent for email and SMS marketing will be requested separately. Providing information for a booking, transaction or requested resource does not override any consent requirement that applies.
You can:
- unsubscribe from marketing emails using the link in an email;
- reply STOP to an applicable marketing text message; or
- contact su*****@***********ng.org.
Message frequency may vary. Message and data rates may apply to SMS messages.
Service, billing, booking, account and transaction messages are separate from marketing and may still be sent where necessary.
We may keep a minimal suppression record so that we continue to honour your choice. Withdrawing from marketing does not automatically delete information we must keep for a membership, service, transaction, security purpose, legal obligation or another valid reason.
13. Your Privacy Rights
Depending on where you live and which laws apply, you may have the right to:
- know whether we process your personal information;
- access personal information we hold about you;
- receive information about its categories, sources, purposes and recipients;
- correct inaccurate or incomplete information;
- ask us to delete information;
- restrict or object to certain processing;
- receive certain information in a portable format;
- withdraw consent;
- opt out of targeted advertising or activities legally defined as a sale or sharing;
- appeal a refusal of a request where applicable; and
- complain to a privacy or data-protection authority.
These rights may be subject to legal exceptions. For example, AMI may need to retain information for a contract, transaction, tax record, security purpose, legal claim or other legal obligation.
To exercise a right, email su*****@***********ng.org. Describe your request and the relevant AMI service.
We may request information reasonably necessary to verify your identity and protect your information. An authorised agent may submit a request where permitted and appropriate authority is provided.
We will not unlawfully discriminate against you for exercising a privacy right.
14. United States State Privacy Disclosures
Based on AMI’s current assessment, AMI does not currently meet the revenue, consumer-volume or sale/share-revenue thresholds for coverage as a business under the California Consumer Privacy Act.
AMI nevertheless provides advertising privacy choices as a practical baseline.
The following categories describe AMI’s online practices during the preceding 12 months:
| Category | Examples | Collected | Disclosed for a business purpose | May be shared for advertising or targeted advertising |
|---|---|---|---|---|
| Identifiers | Name, email, telephone number, IP address, account, cookie and device identifiers | Yes | Yes | Online identifiers may be shared |
| Customer-record information | Contact, account, service and billing information | Yes | Yes | No, except online identifiers where legally treated as sharing |
| Commercial information | Products, services, memberships, purchases and transactions | Yes | Yes | Campaign or conversion information may be shared |
| Internet or electronic-network activity | Browsing, clicks, referring pages, interactions and campaign data | Yes | Yes | Yes, subject to privacy choices |
| Approximate geolocation | General location derived from an IP address | Yes | Yes | May be shared, subject to privacy choices |
| Audio, visual or similar information | Recordings, images or media you submit | Yes | Yes | No |
| Professional information | Firm, role, website and business information | Yes | Yes | Business context may be used by business-identification services |
| Inferences | Likely interests, attribution and audience information | Yes | Yes | Yes, subject to privacy choices |
AMI does not sell these categories for money.
We do not have actual knowledge that we sell or share personal information belonging to anyone under 16. We do not use or disclose sensitive personal information for purposes that require a separate right to limit under California law.
To opt out of applicable advertising sale/sharing or targeted advertising:
- On the main website, open the permanent privacy-settings control and disable Advertising.
- On a HighLevel funnel, choose Accept essential or disable Advertising through Customize when the banner is displayed.
- To reset a previously saved HighLevel choice, clear site data for the applicable AMI subdomain and reload the page.
- For an opt-out relating to information outside your current browser or device, email su*****@***********ng.org.
Where the main website detects a recognised Global Privacy Control signal, AMI treats it as an opt-out request for applicable advertising activities on that browser or device.
15. Automated Decision-Making
AMI uses automation to:
- deliver requested resources;
- route enquiries;
- operate marketing and customer workflows;
- manage appointments;
- measure campaigns;
- prevent spam or abuse; and
- help the AMI team respond efficiently.
AMI does not make decisions about customers or members that have legal or similarly significant effects solely through automated processing. Meaningful human involvement is used where a significant decision is required.
16. Children’s Privacy
AMI’s websites, funnels, services and memberships are intended for adults and are not directed to children under 18.
We do not knowingly collect personal information from children under 18. If you believe that a child has provided information to AMI, contact us so that we can investigate and delete it where appropriate.
17. Security
We use reasonable technical and organisational measures designed to protect personal information, including access controls, secure transmission, system maintenance, backups, spam and threat protection and controls appropriate to the relevant service provider.
No system can be guaranteed completely secure. Please use care when providing information online and contact us if you believe an interaction with AMI is no longer secure.
18. Third-Party Websites and Services
AMI pages may link to or embed third-party websites, platforms and services.
The privacy practices of a third-party destination are governed by that provider’s own privacy notice. We encourage you to review the applicable notice before providing information directly to a third party.
19. Complaints
Please contact AMI first if you have a privacy concern so that we can try to resolve it.
If applicable data-protection law gives you the right to complain to a supervisory authority:
- UK residents can obtain information from the Information Commissioner’s Office.
- European Economic Area residents can find their national authority through the European Data Protection Board.
- Australian residents can obtain information from the Office of the Australian Information Commissioner.
- US residents may also contact the appropriate state regulator where applicable.
20. Changes to This Policy
We may update this Privacy Policy when our services, providers or legal obligations change.
We will post the revised version on this page and update the last-updated date. Where a change materially affects how we use personal information, we will provide additional notice where required.
21. Contact Us
For questions, requests or complaints about privacy, contact:
Architect Marketing Institute
Privacy Compliance
211 Las Gallinas Ave.
San Rafael, CA 94903
United States
Email: su*****@***********ng.org