Privacy Policy

Effective date: November 11, 2026

Freestand LLC

Freestand LLC ("Freestand," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you give us. This Privacy Policy explains how we collect, use, share, and safeguard information when you visit www.freestandgroup.com or agency.freestandgroup.com (together, the "Site"), contact us, or communicate with us by phone, email, or text.

Freestand provides marketing and growth infrastructure services to businesses. This Policy covers information we collect for our own purposes. Information we handle on behalf of our clients, about their customers, is covered in section 6.

We may update this Privacy Policy from time to time. The effective date above shows the most recent version, and your continued use of the Site means you accept it.

1. Information We Collect

A. Information you provide to us

You can visit the Site without giving us personal information. Some features, such as requesting a strategy call, require it. We may collect:

Name
Business name
Email address
Phone number
City and state
Your trade or industry
Your role in the business
Business details you choose to share, such as revenue range, timeline, and the challenges you want solved
How you heard about us
Messages submitted through forms, chat, email, phone, or text
Billing information if you become a client (payments are processed by third-party processors; we do not store full card numbers)

B. Information collected automatically

When you visit the Site, we may automatically collect:

IP address
Browser and device information
Pages viewed
Date, time, and length of visits
Click behavior and navigation patterns
Referring URLs and campaign parameters (such as UTM tags)
Cookie and tracking data

C. Information through integrated platforms and AI tools

We run our own sales and marketing on the same kind of system we build for clients. Through it we may collect:

Records of emails and text messages we send you and your replies
Conversations with AI-powered chat, text, or phone assistants
Call recordings and transcripts, with notice where the law requires
Appointment and scheduling details
Engagement data, such as whether an email was opened or a link was clicked

2. How We Use Your Information

We may use your information to:

Respond to inquiries and requests
Schedule, confirm, and follow up on calls and meetings
Prepare proposals and provide our services
Send service messages, updates, and marketing communications (see section 3)
Bill for our services and collect payment
Improve the Site, our services, and our automated and AI-assisted communications
Measure which marketing brings people to us
Deliver and measure advertising, including to people who have visited the Site
Protect against fraud and misuse, and comply with the law

We do not sell your personal information.

3. Text Messaging, Email, and Calls

A. Text messages

If you give us your mobile number and consent to receive texts, we will send messages about your inquiry, scheduling and reminders for calls, your engagement with us, and occasional updates about our services. Messages may be sent using automated technology.

Consent to receive texts is not a condition of purchasing anything from us.
Message frequency varies. Message and data rates may apply.
Reply STOP to any message to opt out. Reply HELP for help.
Mobile carriers are not liable for delayed or undelivered messages.

We do not sell, rent, or share mobile phone numbers or text messaging consent with third parties or affiliates for their marketing or promotional purposes. Mobile information is shared only with the service providers that deliver our messages, and only for that purpose.

B. Email

We send transactional email (such as confirmations and invoices) and marketing email. You can unsubscribe from marketing email at any time using the link in any message. Transactional messages related to an active engagement will still be sent.

C. Calls

Calls with us may be answered by an automated assistant and may be recorded or transcribed for scheduling, quality, and training. We give notice of recording where the law requires.

4. How We Share Your Information

Freestand does not sell, trade, or rent personal information to third parties. We share information only in these circumstances:

A. With your consent

For example, a testimonial, case study, or reference you have approved in writing.

B. To provide what you asked for

Such as scheduling a call, sending a proposal, or processing a payment.

C. With trusted service providers

We use third-party providers to run our business, including:

CRM and marketing automation platforms
Email, text messaging, and telephony providers
AI model and conversation providers
Website hosting and security providers
Analytics and advertising platforms
Scheduling software
Payment processors and accounting software

These providers receive only the information needed to perform their services for us.

D. Legal and business reasons

We may disclose personal information:

As required by law or legal process
To enforce our Terms of Service
To protect the rights, safety, and property of Freestand, our clients, or others
In connection with a merger, sale, or transfer of our business, in which case this Policy continues to apply to your information

5. Cookies, Tracking, and Advertising

The Site uses cookies and similar technologies, including Google Analytics, Google Ads remarketing, the Meta (Facebook and Instagram) Pixel, Microsoft Clarity, and CRM tracking scripts. Microsoft Clarity captures how visitors interact with the Site, such as clicks, scrolling, and mouse movement, to produce session replays and heatmaps. These help us:

Understand how the Site is used
Measure which marketing and ads are working
Show our ads to people who have visited the Site

Advertising platforms may link this data to your account with them and handle it under their own privacy policies.

Your choices:

Manage or block cookies in your browser settings
Opt out of Google Analytics at https://tools.google.com/dlpage/gaoptout/
Manage ad preferences in your Google and Meta account settings, and see the Microsoft Privacy Statement for how Microsoft handles Clarity data

Blocking cookies may affect how some parts of the Site work.

6. Information We Handle for Our Clients

When we build and operate marketing systems for a client, we process personal information about that client's customers and leads (such as names, contact details, messages, and appointment records) on the client's behalf and under the client's instructions. In that role we are a service provider. The client decides how that information is used, and the client's own privacy policy applies.

If you are a customer of one of our clients and have a question or request about your information, please contact that business directly. If you contact us, we will pass the request to the client.

We do not use information we process for one client to market to that client's customers on our own behalf, and we do not use client customer conversations to train AI models for other clients.

7. AI Tools

We use AI-powered tools in our own communications, including chat, text, and phone assistants that can answer questions and schedule calls. These tools are provided by third parties, and what you say to them is processed by those providers to generate a response. You can ask to speak with a person at any time. AI responses can contain errors, and nothing an assistant says changes the terms of a signed agreement.

8. Accuracy, Security, and Retention

We take reasonable steps to keep your information accurate and protected, using appropriate physical, administrative, and technical safeguards. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

We keep personal information only as long as needed to:

Provide our services and respond to you
Meet legal, tax, and accounting requirements
Resolve disputes and enforce agreements
Support legitimate business operations

Information we no longer need is securely deleted or de-identified. You may ask us to update or correct your information using the contact details in section 13.

If we issue you a login to a client portal or dashboard, you are responsible for keeping your credentials confidential and telling us promptly about any unauthorized access.

9. Your Choices and California Privacy Rights

Anyone may ask us to:

Tell them what personal information we hold about them
Correct or update it
Delete it, subject to legal limits
Stop marketing communications

California residents may have additional rights under California law, including the right to know the categories of personal information we collect and how it is used and disclosed, the right to request deletion and correction, and the right not to be treated differently for exercising these rights.

To make a request, contact us using the details in section 13. We may need to verify your identity before acting on it, and we will respond within the time the law requires.

10. Children

The Site and our services are intended for businesses and adults. We do not knowingly collect personal information from anyone under 18. If you believe a minor has given us personal information, contact us and we will delete it.

11. External Links

The Site may link to third-party websites. We are not responsible for the content or privacy practices of those sites, and you visit them at your own risk.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically. The effective date at the top reflects the most recent version. If a change materially affects how we use personal information already collected, we will post a notice on the Site.

13. Contact Information

For questions about this Privacy Policy or your personal information, contact us:

Freestand LLC

1305 Rainbow Crow Lane, Morgan Hill, CA 95037

matt@freestandgroup.com