AnchorPoint Strategies – Privacy Policy

Effective Date: June 6, 2025

AnchorPoint Strategies (“we,” “our,” or “us”) is committed to protecting your privacy and maintaining transparency regarding how we collect, use, and safeguard your information. This Privacy Policy explains what information we collect, how it is used, and the choices available to you.

1. Information We Collect

We may collect the following types of information when you visit our website or engage with our services:

A. Personal Information

Information voluntarily provided through forms, bookings, or communication, including:

  • Name

  • Email address

  • Phone number

  • Business name

  • Billing and payment information

  • Questionnaire or intake responses

B. Automatically Collected Information

Collected through website analytics and tracking technologies:

  • IP address

  • Browser type

  • Device information

  • Pages visited and time spent

  • Cookies and similar technologies

C. Client Project Data

Information voluntarily provided for business operations support, including:

  • Documents, workflows, and system data you share

  • Business details for system setup or project management

  • Information required for onboarding within platforms such as Dubsado, Trello, or CRM tools

We collect only the information necessary to deliver our services effectively.

2. How We Use Your Information

We use your information to:

  • Provide consulting, system setup, and project management services

  • Respond to inquiries and support requests

  • Send confirmations, updates, invoices, and project-related communications

  • Improve website performance and user experience

  • Deliver marketing emails, newsletters, or updates (you may opt out at any time)

  • Maintain accurate records and comply with legal obligations

We do not sell or share your information with third-party advertisers.

3. How We Share Information

Your information may be shared only in the following circumstances:

A. Service Providers

We may share information with trusted vendors that support our business operations, such as:

  • Payment processors (e.g., Square, Stripe)

  • CRM and workflow platforms (e.g., Dubsado, Trello, Google Workspace)

  • Website analytics services

These partners are required to protect your information and use it solely to perform contracted services.

B. Legal Requirements

We may disclose information if required by law, regulation, or legal process.

C. With Your Consent

If a service requires collaboration with another consultant or vendor, we will request your permission before sharing any information.

4. Data Protection & Security

We implement reasonable safeguards to protect your information, including:

  • Secure payment processing

  • Encrypted communication tools

  • Restricted access to client data

  • Secure file storage and password-protected platforms

While we follow industry-standard security practices, no method of transmission or storage is completely secure. We cannot guarantee absolute security.

5. Data Retention

We retain your information only as long as necessary to:

  • Provide services

  • Maintain business records

  • Meet legal obligations

Client project files may be deleted upon written request after project completion.

6. Your Rights & Choices

You may:

  • Request access to the information we hold

  • Update or correct your information

  • Request deletion of your data

  • Opt out of marketing communications

  • Withdraw consent for data sharing when applicable

To make a request, contact us at:
Email: info@anchorpointstrategies.org

7. Cookies & Tracking Technologies

We use cookies and similar technologies to:

  • Improve website performance

  • Analyze user behavior

  • Personalize content

You may adjust your browser settings to block cookies; however, some features of the website may not function properly.

8. Third-Party Links

Our website may contain links to third-party tools or resources. We are not responsible for their privacy practices or content and encourage you to review their policies.

9. Children’s Privacy

AnchorPoint Strategies does not knowingly collect personal information from children under the age of 13. If such information is discovered, it will be promptly deleted.

10. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with a revised effective date.

11. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us:

Email: info@anchorpointstrategies.org
Website: https://anchorpointstrategies.org