What we collect
We may collect:
Contact information (name, email, phone if provided)
Intake form details (timeline, household details, goals)
Document metadata and notes needed for coordination (we recommend minimizing sensitive data)
Scheduling details
Payment confirmation (we do not store full card details if using a third-party processor)
Basic website analytics
How we use information
We use your information to:
Provide and manage coordination services
Build trackers/checklists and keep your project organized
Schedule calls and communicate with you
Process payments
Improve our services
Sharing of information
We do not sell your personal information. We may share information only when necessary to:
Coordinate services you requested (e.g., introductions to third-party providers, scheduling tools)
Comply with legal requirements
Protect our rights and safety
Data security
We take reasonable steps to protect your information. No method of transmission or storage is 100% secure.
International clients
If you are located outside the United States, your information may be processed in the United States or other countries depending on the tools used.
Cookies
Our website may use cookies and similar technologies for basic functionality and analytics.
Your choices
You can request access, correction, or deletion of your personal information by emailing us.
Updates
We may update this Privacy Policy occasionally. The latest version will be posted here.
Contact
Privacy questions: support@corepointbusiness.com