Privacy Policy

1. Overview

True Fulcrum ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website or engage our services.

We do not sell your personal information. Ever.

2. Information We Collect

Information you provide directly:

Name, email address, phone number, and company name when you submit a contact form or inquiry

Business information shared during client onboarding and engagements

Payment information (processed securely through third-party payment processors — we do not store card numbers)

Communications via email, phone, or messaging platforms

Information collected automatically when you visit our website:

IP address and general location

Browser type and device information

Pages visited and time spent on site

Referring URL (how you found us)

This data is collected via standard web analytics tools (such as Google Analytics) and is used in aggregate to understand how our website is used.

Information from third-party platforms: If you connect us to your marketing platforms (HubSpot, Google Ads, Meta, etc.) as part of a service engagement, we access only the data necessary to deliver the agreed services.

3. How We Use Your Information

We use the information we collect to:

Respond to inquiries and communicate about potential or active engagements

Deliver contracted marketing services

Send invoices and process payments

Improve our website and service offerings

Comply with legal obligations

We do not use your information for:

Selling to third-party advertisers

Unsolicited marketing to non-clients

Any purpose beyond what is described in this policy

4. How We Share Your Information

We do not sell, rent, or trade your personal information.

We may share information only in these limited circumstances:

Service providers: Third-party tools we use to operate our business (e.g., Mercury for payments, HubSpot for CRM, Google Workspace for email). These providers are contractually required to protect your data.

Legal requirements: If required by law, court order, or government authority.

Business transfer: In the event of a sale or transfer of True Fulcrum, your information may transfer as part of that transaction with appropriate protections.

5. Data Storage and Security

Your data is stored using industry-standard security practices. We use:

Encrypted email and file transfer where possible

Password-protected accounts with two-factor authentication

Reputable third-party platforms with their own security standards (Google Workspace, Mercury, HubSpot)

No method of transmission or storage is 100% secure. While we take reasonable precautions, we cannot guarantee absolute security.

We retain client data for a minimum of 7 years for tax and legal compliance purposes, then securely delete it.

6. Cookies

Our website may use cookies to:

Remember your preferences

Analyze website traffic (via Google Analytics or similar)

Improve your browsing experience

You can disable cookies in your browser settings. Some website functionality may be affected if you do.

We do not use cookies to track you across other websites or serve you targeted ads.

7. Your Rights

You have the right to:

Access the personal information we hold about you

Correct inaccurate information

Request deletion of your personal information (subject to legal retention requirements)

Opt out of any marketing communications at any time

To exercise any of these rights, contact us at the information below. We will respond within 30 days.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to review their privacy policies.

9. Children's Privacy

Our services are intended for business professionals and are not directed at children under 13. We do not knowingly collect personal information from children.

10. California Privacy Rights (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act, including the right to know what personal information we collect, the right to delete it, and the right to opt out of its sale (we do not sell personal information).

To submit a CCPA request, contact us at the information below.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.

12. Contact

 

True Fulcrum
Darrin Caldwell, Fractional CMO & Founder

3101 Fallow Circle,
Flower Mound, TX 75028

Darrin@ccvsuite.com