Privacy Policy

We use cookies and similar tracking technologies on our website. A cookie is a small text file placed on your device. We categorize our cookies as follows:

You can manage your cookie preferences at any time by clicking the cookie settings banner when it appears, or by clearing your browser's local storage. Withdrawing consent will prevent those scripts from loading on your next visit. Note that disabling analytics or marketing cookies does not affect the core functionality of the website.

We use the information we collect for the following purposes:

• To respond to inquiries — contact form submissions are forwarded to our team at [email protected] and [email protected] via Resend (our transactional email provider).
• To schedule consultations — booking data is processed by HubSpot's meeting scheduler and stored in our HubSpot CRM.
• To measure and improve our website — analytics data helps us understand which pages perform well and where visitors drop off.
• To measure advertising effectiveness — conversion data from Google Ads and Meta Pixel helps us optimize our own marketing campaigns.
• To fulfill service agreements — when you become a client, we use your business information to manage and deliver contracted services.
• To comply with legal obligations — we retain records as required by applicable law.

We do not sell, rent, or trade your personal information to third parties for their own marketing purposes.

If you are located in the European Economic Area (EEA) or United Kingdom, we process your personal data under the following legal bases:

• Consent (Art. 6(1)(a) GDPR) — for analytics cookies, marketing cookies, and any direct marketing communications. You may withdraw consent at any time.
• Contractual necessity (Art. 6(1)(b) GDPR) — to respond to inquiries and fulfill service agreements.
• Legitimate interests (Art. 6(1)(f) GDPR) — for website security, fraud prevention, and internal business analytics, where those interests are not overridden by your rights.
• Legal obligation (Art. 6(1)(c) GDPR) — where processing is required by applicable law (e.g., tax record retention).

We share data with the following third-party services to operate our website and deliver our services. Each provider is subject to their own privacy policy and data processing terms:

We may also share your information with advertising platforms (Google, Meta, Microsoft) when managing paid media campaigns on your behalf as a client. In those cases, data sharing is governed by your service agreement with us.

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required by law:

• Contact form submissions — retained in our database for up to 3 years for business follow-up and record-keeping purposes.
• Google Analytics data — retained for 14 months in GA4 (our configured retention setting), after which it is automatically deleted.
• HubSpot CRM records — retained for the duration of the business relationship plus 3 years.
• Client service records — retained for the duration of the engagement plus 7 years for legal and accounting purposes.
• Cookie consent records — stored in your browser's local storage and retained until you clear it or withdraw consent.

Depending on your location, you may have the following rights regarding your personal data. To exercise any of these rights, contact us at [email protected]. We will respond within 30 days.

• Access — request a copy of the personal data we hold about you.
• Correction — request correction of inaccurate or incomplete data.
• Deletion — request deletion of your personal data ("right to be forgotten"), subject to legal retention obligations.
• Portability — request transfer of your data in a machine-readable format.
• Objection — object to processing based on legitimate interests or for direct marketing.
• Restriction — request that we restrict processing of your data in certain circumstances.
• Withdraw consent — you may withdraw cookie consent at any time by clearing your browser's local storage or using the cookie preference banner. Withdrawing consent does not affect the lawfulness of processing before withdrawal.

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA):

• The right to know what personal information we collect, use, disclose, and share.
• The right to delete personal information we have collected from you (subject to certain exceptions).
• The right to correct inaccurate personal information.
• The right to opt out of the sale or sharing of your personal information. We do not sell personal information.
• The right to limit the use of sensitive personal information.
• The right to non-discrimination for exercising your CCPA/CPRA rights.

To submit a California privacy request, contact us at [email protected] with the subject line "California Privacy Request."

We implement industry-standard technical and organizational measures to protect your personal information, including encrypted data transmission (HTTPS/TLS), access controls, and Cloudflare's security infrastructure for DDoS protection and bot mitigation. Our database is hosted on a managed cloud platform with encryption at rest.

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your data, we cannot guarantee absolute security. If you believe your data has been compromised, please contact us immediately at [email protected].

Our website and services are directed exclusively to businesses and marketing professionals. We do not knowingly collect personal information from individuals under the age of 16. If you believe a minor has provided us with personal information, please contact us immediately and we will delete it promptly.

Our website may contain links to third-party websites, including Clutch, Google, Meta, HubSpot, and LinkedIn. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

CleverBoss is based in the United States. If you are accessing our website from outside the US, please be aware that your information may be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your country. By using our website, you consent to this transfer. Where required by law (e.g., GDPR), we rely on appropriate safeguards such as Standard Contractual Clauses for international transfers.

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this policy periodically. Continued use of our website after any changes constitutes acceptance of the updated policy.

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: