Privacy Policy

1.Information We Collect

We collect only the information you choose to submit through our consultation request form, together with limited information about how you reached the Site.

When you submit a consultation request, we collect:

• Full name
• Company name
• Email address
• Phone number
• Time in business (a selected range)
• Monthly revenue (a selected range)
• Annual revenue (a selected range)
• Number of employees (a selected range)
• Your biggest financial concern, if you choose to describe it (optional, free text)

We also record marketing attribution information associated with your visit: the referring web address, the page on our Site where you submitted the form, and any campaign parameters present in the link you followed (utm_source, utm_medium, utm_campaign, utm_content, and utm_term).

Revenue and employee figures are collected as broad ranges selected from a dropdown, not as exact financial figures. We do not ask for, and the form does not accept, account numbers or financial credentials of any kind.

Separately, our hosting provider processes standard technical information, such as your IP address and browser request details, in order to deliver and secure the Site. This is ordinary web server activity and is not combined by us with your consultation request.

2.How Information Is Collected

Information is collected in only two ways:

• Directly from you, when you voluntarily complete and submit the consultation request form.
• From the web address you arrive on, in the form of referral and campaign parameters that are read from the link and the page address at the moment you submit the form.

We do not purchase personal information about you, and we do not build profiles about you from outside sources.

3.Cookies, Analytics, and Tracking

The Site does not set cookies. It does not use browser local storage or session storage. It does not run analytics software, advertising pixels, session recording, or third-party tracking scripts of any kind.

Campaign attribution is captured only at the moment you submit the form, by reading the current web address. Nothing is stored on your device to follow you across sites or across visits.

Because we do not perform cross-site tracking, we do not currently respond to browser Do Not Track or Global Privacy Control signals in any distinct way — there is no tracking for those signals to disable.

4.How We Use Information

We use the information you submit to:

• Respond to your consultation request and contact you about it
• Discuss your situation and evaluate whether the services you are asking about are a fit
• Schedule and coordinate a consultation
• Communicate with you about the services you requested
• Operate, maintain, troubleshoot, and secure the Site
• Keep ordinary business records of inquiries we receive
• Understand which marketing campaigns bring HVAC owners to the Site

We do not use your information for unrelated marketing, and we do not add you to general marketing lists merely because you submitted a consultation request.

5.Service Providers

We use a small number of independent service providers to operate the Site. They process information on our behalf, for the purposes described below, and are not permitted to use it for their own unrelated purposes. Their use of the services named here does not imply that they endorse or are affiliated with HVAC Financial Solutions.

• Vercel — website hosting and deployment. Serves the Site and processes standard server request information.
• Supabase — database infrastructure. Stores consultation requests submitted through the Site.
• Resend — transactional email delivery. Delivers an internal notification of your consultation request to our team. Your submitted details appear in that notification.
• Calendly — appointment scheduling. After a successful submission you are directed to our Calendly scheduling page. We do not attach your name, email, phone, or any other detail from the form to that link.

Each of these providers maintains its own privacy practices governing information it handles as an independent business.

6.How Information Is Shared

We do not sell your personal information, and we do not share it for cross-context behavioral advertising. Using the service providers described above is not a sale of your information.

We may disclose information where reasonably necessary to:

• Provide the services or information you requested
• Allow our service providers to perform the functions described in this policy
• Coordinate with independent professionals or providers, where you have asked us to or where it is reasonably necessary to address the matter you raised with us
• Comply with applicable law, legal process, or a lawful government request
• Investigate, prevent, or respond to suspected fraud, abuse, security incidents, or violations of our Terms of Use
• Establish, exercise, or defend legal claims
• Complete a merger, acquisition, financing, reorganization, or sale of assets, in which case information may transfer as part of that transaction

7.Please Do Not Send Sensitive Financial Credentials

The consultation request form is an inquiry form. It is not a secure channel for sensitive financial credentials, and it is not intended to receive them.

Please do not submit any of the following through the form or the optional free-text field:

• Bank account or routing numbers
• Credit or debit card numbers
• Social Security numbers or other government identification numbers
• Passwords or security answers
• Tax identification credentials or filing credentials
• Account login information for any service
• Health information
• Any other highly sensitive credential not needed to schedule a consultation

If information of this kind is ever needed, we will arrange an appropriate method for providing it. If you submit such information anyway, we will delete it when we become aware of it.

8.Data Security

We take reasonable measures designed to protect the information we collect. Consultation requests are transmitted over an encrypted connection and are stored in a database that is not directly reachable from the browser. Access is limited to server-side application code and to the people who need it to respond to your inquiry.

No method of transmission or storage is completely secure, and we cannot and do not guarantee the security of information transmitted to or stored by us.

9.Data Retention

We retain consultation requests for as long as reasonably necessary for the purposes described in this policy — responding to your inquiry, maintaining the resulting business relationship if one forms, keeping ordinary business and financial records, and meeting legal, tax, accounting, or dispute-resolution obligations.

When information is no longer needed for those purposes, we take reasonable steps to delete it or remove its association with you. You may also ask us to delete your information sooner, as described below.

10.Your Choices and Requests

You may ask us to:

• Confirm whether we hold personal information about you, and provide a copy of it
• Correct inaccurate personal information
• Delete the personal information you submitted

To make a request, email privacy@hvacfinancialsolutions.com with the details you submitted so we can locate your record. We will respond within a reasonable time and as required by applicable law.

We may need to verify your identity before acting on a request, and we may decline where an exception applies — for example, where we are required to retain information by law. We will not discriminate against you for exercising these rights.

You may also ask us at any time to stop contacting you.

11.U.S. State Privacy Rights

Depending on where you live, state privacy laws may give you additional rights regarding your personal information, such as rights of access, correction, deletion, portability, and the right to opt out of certain processing.

These laws generally apply only to businesses that meet specific thresholds, and whether a particular law applies to HVAC Financial Solutions depends on facts that may change over time. Nothing in this policy is a statement that we are or are not subject to any particular state privacy statute.

Regardless of whether a specific statute applies to us, we will honor reasonable access, correction, and deletion requests submitted to privacy@hvacfinancialsolutions.com as described above.

If a request is denied, you may ask us to reconsider by replying to our response.

12.Children's Privacy

The Site and our services are intended for business owners and other adults. They are not directed to children under 13, and we do not knowingly collect personal information from children under 13.

If you believe a child has provided us with personal information, contact privacy@hvacfinancialsolutions.com and we will take reasonable steps to delete it.

13.Links to Other Sites

The Site links to services operated by others, including our Calendly scheduling page. Once you follow a link away from the Site, the receiving service handles your information under its own privacy policy and terms, not this one.

We do not control those services and are not responsible for their content or their privacy practices. We encourage you to review the privacy policy of any site you visit.

14.Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the effective date shown at the top of this page and post the updated policy here.

Material changes will be reflected on this page. We encourage you to review this page periodically.

15.Contact Us

If you have questions about this Privacy Policy, or wish to make a privacy request, contact us at:

• Email: privacy@hvacfinancialsolutions.com
• Website: hvacfinancialsolutions.com