Privacy Policy

LAST UPDATED June 23,2026

Pivot & Prosper, LLC (“Pivot & Prosper,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, share, and protect information when you visit our website, purchase our products or services, submit a form, communicate with us, use our platforms, join a directory, use our automation tools, or otherwise interact with Pivot & Prosper, LLC.

This Privacy Policy applies to websites, tools, services, platforms, products, subscriptions, digital products, snapshots, templates, automations, directories, and related offerings owned, operated, or provided by Pivot & Prosper, LLC, including but not limited to Pivot & Prosper, Business Automation Hub, Chic AI Receptionist, GROW Marketplace Directory, PerksPro+, PromptHerAI, and related services.

By using our website, submitting information, purchasing from us, communicating with us, or using our services, you agree to the collection, use, and handling of your information as described in this Privacy Policy.

1. Information We Collect

We may collect information that you voluntarily provide to us, information collected automatically through our website or tools, and information needed to provide our products and services.

Personal Information

We may collect personal information such as:

  • Name

  • Business name

  • Email address

  • Phone number

  • Mailing address

  • Billing address

  • Company information

  • Website URL

  • Social media links

  • Business description

  • Account details

  • Login or access information you provide to us

  • Information submitted through forms, surveys, calendars, chat widgets, checkout pages, or support requests

Client and Business Information

When you purchase services or work with Pivot & Prosper, LLC, we may collect information needed to set up, manage, or support your project, including:

  • Brand assets

  • Logos

  • Images

  • Website copy

  • Service descriptions

  • Offers and pricing

  • Customer or lead information you choose to upload or connect

  • CRM data

  • Automation instructions

  • Funnel or website details

  • Calendar information

  • Messaging preferences

  • Domain or platform access details

  • Google Business Profile, Search Console, analytics, email, phone, or software access you choose to provide

Payment and Billing Information

When you purchase from us, payment information may be collected and processed by third-party payment processors such as Stripe or other payment platforms. We do not directly store full credit card numbers on our own website servers.

We may receive limited billing-related information such as your name, email address, billing address, payment status, transaction history, product purchased, subscription status, or the last four digits of a payment method when made available by the payment processor.

Website, Device, and Analytics Information

When you visit our website or use our services, certain information may be collected automatically, including:

  • IP address

  • Browser type

  • Device type

  • Operating system

  • Pages visited

  • Links clicked

  • Referring website

  • Date and time of visit

  • Approximate location based on IP address

  • Cookie and tracking data

  • Website usage and performance information

We may use tools such as Google Analytics, website analytics tools, pixels, cookies, or similar technologies to understand how visitors use our website and to improve our services.

Communications Information

If you contact us by email, form, phone, SMS/text message, chat widget, calendar booking, social media, or other communication method, we may collect and store the contents of that communication, your contact information, and related details needed to respond or provide services.

2. How We Collect Information

We may collect information when you:

  • Visit our website

  • Submit a contact form

  • Complete a survey or intake form

  • Schedule a call

  • Purchase a product or service

  • Subscribe to a monthly plan

  • Join a directory or marketplace

  • Use a chat widget or AI tool

  • Send us an email, text message, or direct message

  • Communicate with us by phone

  • Provide access to third-party platforms

  • Upload or provide business assets, customer data, or project information

  • Interact with emails, ads, or website tracking tools

We may also receive information from third-party platforms you authorize or use in connection with our services, including CRM platforms, payment processors, email tools, SMS providers, analytics tools, AI tools, Google services, website platforms, scheduling tools, or other software providers.

3. How We Use Information

Pivot & Prosper, LLC may use the information we collect to:

  • Provide products, services, subscriptions, platforms, and support

  • Set up websites, funnels, automations, CRM systems, forms, calendars, workflows, messaging tools, AI tools, and related services

  • Process payments and manage subscriptions

  • Communicate with you about your account, project, purchase, or inquiry

  • Respond to support requests

  • Send service updates, account notices, reminders, or administrative messages

  • Send marketing emails or promotional communications where permitted

  • Improve our website, offers, tools, services, and customer experience

  • Personalize content, recommendations, or communications

  • Monitor website and platform performance

  • Analyze business operations and service usage

  • Verify directory listings or business information

  • Prevent fraud, misuse, unauthorized access, or illegal activity

  • Enforce our Terms of Service

  • Comply with legal, regulatory, tax, accounting, or contractual obligations

  • Protect the rights, safety, property, and security of Pivot & Prosper, LLC, our clients, users, service providers, and others

4. Email, SMS, Phone, and Mobile Messaging

If you provide your phone number or email address, you may receive communications from Pivot & Prosper, LLC related to your inquiry, account, purchase, subscription, project, service, event, support request, or other business relationship with us.

These communications may include email, phone calls, voicemail, SMS/text messages, automated reminders, service messages, or AI-assisted communications where applicable.

SMS and Mobile Information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors or service providers in support of services, such as customer service, messaging delivery, CRM, phone, or technology providers, is permitted when necessary to provide our services.

Text messaging originator opt-in data and consent will not be sold, rented, traded, or shared with third parties for their own marketing or promotional purposes.

Message frequency may vary. Message and data rates may apply. You may opt out of text messages by replying STOP, where supported. You may request help by replying HELP or contacting us directly.

5. Cookies, Analytics, and Advertising

Our website may use cookies, pixels, tags, web beacons, analytics tools, or similar technologies to collect information about how visitors use our website and interact with our content.

We may use these tools to:

  • Understand website traffic

  • Improve website performance

  • Measure marketing effectiveness

  • Remember preferences

  • Analyze visitor behavior

  • Improve user experience

  • Support advertising or retargeting efforts, where applicable

Third-party services, including Google or other advertising and analytics providers, may use cookies or similar technologies to serve ads, measure performance, or personalize content based on prior visits to our website or other websites.

You may be able to disable cookies through your browser settings. Some website features may not function properly if cookies are disabled.

You may also manage certain advertising preferences through tools provided by Google, your browser, device settings, or industry opt-out tools.

6. AI, Automation, CRM, and Platform Tools

Some Pivot & Prosper, LLC services may involve the use of CRM platforms, automation tools, AI tools, chatbots, voice tools, email systems, SMS tools, phone systems, forms, surveys, funnels, websites, calendars, analytics tools, or other software platforms.

Information you provide may be processed through these tools in order to deliver services, automate communication, manage leads, support customer follow-up, create content, generate responses, analyze data, or complete requested work.

AI tools and automated systems may process information you or your customers provide. Clients are responsible for ensuring they have the proper rights, consent, and legal basis to provide or upload customer, lead, contact, or business information into any platform, CRM, AI tool, messaging system, or automation tool used in connection with our services.

We do not guarantee that AI-generated content, chatbot responses, automated messages, or platform outputs will always be accurate, complete, appropriate, or error-free. Clients are responsible for reviewing, testing, and approving AI-generated or automated content used in their business.

7. GROW Marketplace Directory

If you create or submit a listing for GROW Marketplace Directory, we may collect information needed to review, approve, publish, manage, and promote your listing.

This may include:

  • Your name

  • Business name

  • Email address

  • Phone number

  • Website URL

  • Social media links

  • Business description

  • Business category

  • Location or service area

  • Logo, images, or other listing materials

  • Payment or subscription status

  • Information used to verify your business or eligibility

Information submitted for a directory listing may be publicly visible once published. This may include your business name, business description, website, social media links, images, location or service area, and other information you choose to include in your listing.

We may use directory information to operate the directory, promote listed businesses, verify eligibility, communicate with members, manage subscriptions, prevent spam or misuse, and improve the directory experience.

Interactions, transactions, disputes, or communications between directory members, listed businesses, customers, clients, or visitors are the responsibility of those parties. Pivot & Prosper, LLC is not responsible for how directory visitors or members use publicly available listing information.

8. How We Share Information

Pivot & Prosper, LLC does not sell, rent, or trade your personal information to third parties.

We may share information only as needed for legitimate business, service, legal, or operational purposes, including with:

Service Providers

We may share information with trusted third-party service providers that help us operate our business and provide services. These may include:

  • Payment processors

  • CRM platforms

  • Website platforms

  • Email service providers

  • SMS and phone providers

  • AI tool providers

  • Hosting providers

  • Analytics providers

  • Automation platforms

  • Calendar and scheduling tools

  • Customer support tools

  • Contractors or subcontractors

  • Professional advisors

  • Security, fraud prevention, or compliance providers

These providers may access information only as needed to perform services for us or on our behalf.

Legal, Safety, and Compliance Reasons

We may disclose information when we believe in good faith that it is necessary to:

  • Comply with a law, regulation, subpoena, court order, legal process, or government request

  • Enforce our Terms of Service or other agreements

  • Protect the rights, property, safety, or security of Pivot & Prosper, LLC, our clients, users, service providers, or others

  • Investigate fraud, abuse, unauthorized access, security issues, or illegal activity

  • Respond to payment disputes, chargebacks, claims, or legal requests

Business Transfers

If Pivot & Prosper, LLC is involved in a merger, acquisition, sale of assets, reorganization, financing, or other business transaction, information may be transferred as part of that transaction, subject to applicable law and confidentiality protections.

With Your Permission

We may share information when you give us permission or direct us to do so, such as when you authorize us to connect third-party tools, communicate with a vendor, publish a directory listing, use a testimonial, or complete a requested service.

9. What We Do Not Sell or Share for Marketing

Pivot & Prosper, LLC does not sell, rent, or trade personal information.

We do not sell, rent, trade, or share mobile opt-in data, SMS consent, or text messaging originator information with third parties or affiliates for their own marketing or promotional purposes.

We may share information with service providers as needed to provide services, deliver messages, process payments, manage accounts, provide customer support, operate platforms, or fulfill other business purposes described in this Privacy Policy.

10. Payments and Billing

Payments may be processed by third-party payment processors such as Stripe or other payment platforms. These providers collect and process payment information according to their own privacy policies and security practices.

Pivot & Prosper, LLC does not directly store full credit card numbers on our own website servers. We may store or access limited billing information, transaction records, subscription status, invoice history, and payment-related details necessary to manage purchases, subscriptions, taxes, accounting, customer support, disputes, or legal obligations.

11. Data Retention

We retain information for as long as reasonably necessary to provide services, manage accounts, fulfill purchases, comply with legal obligations, resolve disputes, enforce agreements, maintain business records, improve services, and support legitimate business purposes.

The length of time we retain information may depend on the type of information, the nature of our relationship, legal requirements, accounting obligations, platform limitations, backup systems, and business needs.

If you cancel services or request deletion of information, we will make reasonable efforts to delete or limit use of information where required and appropriate. However, some information may be retained in backups, transaction records, legal records, payment records, analytics, security logs, or third-party platforms as necessary for legitimate business, legal, tax, accounting, compliance, or security purposes.

Clients are responsible for exporting or saving any data they wish to keep before canceling services or losing platform access.

12. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, loss, misuse, disclosure, alteration, or destruction.

However, no website, platform, software system, transmission method, or storage system is completely secure. We cannot guarantee absolute security of information transmitted to us or processed through our website, third-party platforms, AI tools, CRM systems, email, SMS, phone systems, or other digital services.

Clients are responsible for maintaining the confidentiality of their own login credentials, passwords, accounts, devices, and authorized users.

13. Your Privacy Choices and Rights

Depending on your location and applicable law, you may have rights regarding your personal information, including the right to:

  • Request access to personal information we maintain about you

  • Request correction of inaccurate information

  • Request deletion of certain personal information

  • Request restriction or objection to certain processing

  • Request a copy of certain information

  • Opt out of certain marketing communications

  • Withdraw consent where processing is based on consent

To make a privacy request, contact us at:

[email protected]

We may need to verify your identity before fulfilling certain requests. We may also retain information where required or permitted by law, including for legal, tax, accounting, security, fraud prevention, contractual, or legitimate business purposes.

Email Marketing Opt-Out

You may unsubscribe from marketing emails by clicking the unsubscribe link in the email or contacting us directly. You may still receive non-marketing communications related to purchases, services, accounts, billing, legal notices, or support.

SMS/Text Message Opt-Out

You may opt out of SMS/text messages by replying STOP, where supported, or by contacting us directly. Message and data rates may apply.

14. California Privacy Rights

If you are a California resident, you may have additional rights under California privacy laws, depending on the circumstances and whether those laws apply to Pivot & Prosper, LLC.

California residents may contact us at [email protected] to request information about personal information we collect, use, disclose, or retain, or to request access, correction, deletion, or other available rights under applicable law.

Pivot & Prosper, LLC does not sell personal information and does not sell or share mobile opt-in data or SMS consent information for third-party marketing or promotional purposes.

15. International Privacy Rights

f you are located outside the United States, including in the European Union, United Kingdom, Switzerland, or other regions with privacy laws, you may have certain rights regarding your personal information under applicable law.

These rights may include access, correction, deletion, restriction, objection, portability, or withdrawal of consent where applicable.

Pivot & Prosper, LLC is based in the United States. By using our website or services, you understand that your information may be collected, processed, stored, and transferred in the United States and to third-party service providers that may be located in the United States or other countries.

To make a privacy request, contact us at [email protected].

16. Children’s Privacy

Our website, products, and services are not intended for children under the age of 13. We do not knowingly collect personal information from children under 13.

If we learn that we have collected personal information from a child under 13 without appropriate consent, we will take reasonable steps to delete that information.

17. Third-Party Links and Platforms

Our website and services may link to or integrate with third-party websites, platforms, tools, payment processors, CRM systems, AI tools, scheduling tools, social media platforms, analytics providers, advertising platforms, or other services.

We are not responsible for the privacy practices, security, content, policies, or actions of third-party websites or platforms. Your use of third-party services is governed by their own terms and privacy policies.

18. Client Responsibility for Customer Data

Clients may provide, upload, import, connect, or give access to customer, lead, contact, subscriber, or business data as part of using our services, CRM systems, messaging tools, AI tools, forms, calendars, websites, funnels, automations, or other platforms.

Clients are responsible for ensuring they have the legal right, proper consent, and necessary authority to collect, use, upload, import, message, call, email, process, or share that information.

Clients are also responsible for honoring unsubscribe requests, opt-out requests, STOP requests, do-not-call obligations, privacy requests, consent withdrawals, and other compliance obligations related to their own customers, leads, subscribers, and contacts.

Pivot & Prosper, LLC may assist with setup, tools, workflows, or recommendations, but the client remains responsible for how their business uses customer data and communication tools.

19. Reviews, Testimonials, and Case Studies

We may request reviews, testimonials, feedback, or permission to share examples of completed work.

We will not knowingly publish private client information, confidential data, or sensitive business information without permission.

If you voluntarily provide a review, testimonial, comment, or feedback, you give Pivot & Prosper, LLC permission to use that content for business, marketing, website, social media, sales, or promotional purposes, unless otherwise agreed in writing.

Testimonials, examples, and case studies reflect individual experiences and do not guarantee that others will achieve the same results.

20. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business, services, technology, legal obligations, or privacy practices.

When we update this Privacy Policy, we will revise the “Last Updated” date at the top of the page. Continued use of our website or services after changes are posted means you accept the updated Privacy Policy.

We encourage you to review this Privacy Policy periodically.

21. Contact Us

If you have questions about this Privacy Policy, your information, or your privacy rights, you may contact us at:

Pivot & Prosper, LLC
Email: [email protected]
Website: https://pivotandprospermarketing.com

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