Privacy Policy

Information we collect

When you complete our qualifying form, we collect:

• Your name (first and last)
• Your email address
• Your phone number
• Your business details
• Your answers to our qualifying questions

How we use your information

We use the information you provide to:

• Schedule your free strategy call
• Confirm your appointment
• Follow up with you about your call and the plan we discuss

Text messaging

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data retention

We keep your information only as long as we need it to provide our services and follow up with you, or as required by law.

Your rights

You can ask us to access, correct, or delete your information, and you can opt out of text messages at any time by replying STOP to any message or by contacting us.

Contact us

If you have questions about this Privacy Policy, contact us at: