Privacy Policy

Beerman Consulting Group, operated by Cashflow Syndicate LLC, respects your privacy. This Privacy Policy explains how we collect, use, and protect information when you visit our website, book a call, submit a form, or engage with our consulting services.

This policy may be updated from time to time. Please review it periodically for changes.

We collect information you provide directly to us, including through forms, booking pages, intake forms, email, and phone. This may include:

• Name and job title
• Contact information, including email address and phone number
• Business name, address, and related business information
• Information related to your assessment, systems, processes, and operations
• Scheduling details and communication preferences
• Any other details you choose to share during intake or consultation

When you submit a form, book a call, or opt in to SMS communications, we may collect your name, email address, phone number, business name, business information, scheduling details, and communication preferences.

We use the information we collect to:

• Respond to inquiries and provide customer support
• Schedule and confirm calls and appointments
• Send appointment reminders and requested follow-up communications
• Deliver consulting services, including the Business Growth Blueprint™ assessment
• Process payments
• Send business growth updates and consulting information if you opted in
• Improve our services and website experience
• Maintain business records

We use trusted third-party service providers to help deliver our services. These may include:

• GoHighLevel / LeadConnector — scheduling, CRM, forms, and communication tools
• Twilio — SMS/text messaging delivery
• Mailgun — email delivery
• Google Workspace — email, calendar, and document collaboration
• Stripe — payment processing
• Website hosting and analytics tools — site performance and usage insights
• Calendar and communication tools — meeting scheduling and video calls

These providers have access to personal information only as needed to perform their functions and are contractually obligated to protect it.

If you choose to provide your phone number and opt in to receive text messages from Beerman Consulting Group, we may use your phone number to send appointment reminders, scheduling updates, requested follow-up messages, business growth tips, consulting updates, special offers, and information related to the Business Growth Blueprint™ and related consulting services.

Message frequency varies. Message and data rates may apply. You can reply STOP to opt out at any time. You can reply HELP for assistance.

SMS consent is optional. Consent to receive marketing or promotional text messages is not required to book a call, purchase services, or work with Beerman Consulting Group.

Mobile opt-in data and SMS consent information will not be sold or shared with third parties for their own marketing purposes.

We may use trusted service providers, such as GoHighLevel, LeadConnector, Twilio, Mailgun, Stripe, Google Workspace, website hosting providers, and similar business tools, to operate our website, forms, scheduling, payments, communications, and consulting services. These providers are only used to support our business operations and service delivery.

You can manage your SMS preferences on our SMS Consent page.

If you opt in to receive text messages from us, you consent to receive appointment reminders, follow-up messages, and other service-related communications via SMS.

• Message frequency may vary based on your engagement with us.
• Message and data rates may apply depending on your carrier and plan.
• Reply STOP at any time to opt out of text communications.
• Reply HELP for assistance.

Mobile opt-in data and consent will not be sold or shared with third parties for their own marketing purposes.

Our website may use cookies and similar technologies to analyze traffic, improve functionality, and understand how visitors interact with the site. You can control cookie preferences through your browser settings.

We take reasonable precautions to protect your information from unauthorized access, disclosure, or misuse. However, no internet transmission or electronic storage method is completely secure, and we cannot guarantee absolute security.

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements.

You may:

• Request access to the personal information we hold about you
• Request corrections to inaccurate information
• Request deletion of your personal information, subject to legal and business requirements
• Opt out of marketing or non-essential communications

To exercise any of these rights, please contact us using the information below.

If you have questions about this Privacy Policy or how we handle your information, please contact us:

• Email: tom@beermanconsulting.com
• Phone: 954-250-2100
• Website: BeermanConsulting.com

Beerman Consulting Group is operated by Cashflow Syndicate LLC.