Privacy Policy

Last updated: [DATE]

Before you publish or submit this for A2P/10DLC registration: this is an operational draft, not legal advice. Have it reviewed by counsel, and fill in every bracketed placeholder — legal business name, address, contact info, and the actual data practices of whatever CRM/phone/booking systems you're running (GoHighLevel, etc.) before this goes live.

[MarginCrest / Legal Business Name] ("MarginCrest," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have, including with respect to SMS/text messaging communications.

Information We Collect

When you request a Strategy Session, request the Growth Constraint Diagnostic, or otherwise contact us, we may collect: your name, business name, email address, phone number, website, industry, approximate revenue range, and information you share with us about your business operations, growth goals, and challenges.

How We Use Your Information

To schedule and conduct your Strategy Session and, if applicable, the Growth Constraint Diagnostic.
To communicate with you by phone, email, and SMS/text about your inquiry, appointment reminders, and related updates.
To operate, maintain, and improve our services.
To comply with legal obligations.

SMS / Text Messaging

If you provide your mobile phone number and consent to receive text messages, we may send you appointment confirmations, reminders, and related account or service messages.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Sharing of information to subcontractors in support services, such as customer service, is permitted.
Message and data rates may apply. Message frequency varies.
You can opt out of SMS messages at any time by replying STOP. Reply HELP for help.
Carriers are not liable for delayed or undelivered messages.

How We Share Information

We do not sell your personal information. We may share information with service providers who help us operate our business (such as our CRM and scheduling platform), and as required by law.

Data Retention

We retain your information for as long as reasonably necessary to provide our services and for legitimate business or legal purposes.

Your Choices

You may opt out of SMS communications at any time by replying STOP. You may opt out of email communications using the unsubscribe link in any email. To request access to, correction of, or deletion of your information, contact us using the information below.

Contact Us

[Legal Business Name]
[Business Address]
[Support Email] · [Support Phone]

Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision.