Effective Date: August 1st 2026
This Privacy Policy describes how SBM Management (“Company,” “we,” “us,” or “our”) collects, uses, stores, and protects information obtained from clients, visitors, leads, and individuals who interact with our website, forms, services, platforms, communications, and digital tools.
By using our website, submitting a form, booking an appointment, communicating with us, or engaging our services, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We collect information that is necessary to provide marketing consulting, digital branding, automation, lead generation, customer communication, and related business services. The types of information we may collect include:
Personal Identification Information — such as name, email address, phone number, business name, mailing address, billing details, and other information provided through forms, onboarding, consultations, or service communication.
Business Information — such as company name, industry, website, social media profiles, marketing goals, service needs, advertising preferences, and business communication details.
Lead Capture and Form Data — information submitted through website forms, landing pages, surveys, booking forms, chat widgets, CRM forms, or other data collection tools.
Communication Records — including emails, SMS/text messages, call records, voicemail messages, chat conversations, and support interactions.
Usage and Technical Data — including IP address, browser type, device information, website activity, page views, traffic sources, and interactions with our website or digital platforms.
2. How We Use Your Information
We use collected information for legitimate business purposes, including:
Providing marketing consulting, digital branding, automation, CRM, lead generation, and business growth services.
Communicating with clients and prospects regarding appointments, strategy sessions, service updates, project progress, billing, support, and follow-up.
Responding to inquiries submitted through our website, landing pages, forms, chat tools, or other communication channels.
Operating and improving our websites, forms, funnels, campaigns, CRM systems, automation workflows, email campaigns, SMS communications, and client service processes.
Processing invoices, payments, service agreements, and client records.
Sending non-marketing messages such as appointment reminders, service updates, project communication, onboarding support, and client notifications.
Sending marketing and promotional messages only when appropriate consent has been provided, including special offers, business growth resources, event reminders, service announcements, and promotional updates.
Monitoring system performance, diagnosing technical issues, improving user experience, and maintaining service quality.
Complying with applicable legal, regulatory, security, and business obligations.
We do not sell, rent, or trade personal information to third parties.
3. SMS, Email, and Communication Consent
When you submit your phone number or email address through our website, forms, booking pages, or communication channels, you may consent to receive messages from SBM Management.
Non-marketing messages may include appointment reminders, strategy session updates, project communication, onboarding support, client service updates, and service-related notifications.
Marketing messages may include promotional offers, discounts, digital branding resources, business growth tips, service updates, event reminders, new product updates, and marketing consulting offers.
Message frequency may vary. Message and data rates may apply. You may text HELP for assistance or reply STOP to opt out of SMS communications at any time.
4. AI, Automation, and CRM Systems
We may use artificial intelligence, automation, CRM platforms, chat tools, workflow systems, email automation, SMS automation, call tracking, and other digital tools as part of our service delivery and business operations.
These systems may process information such as form submissions, messages, call details, transcripts, appointment details, lead information, client records, and communication history.
Information processed by AI or automation systems is used to support lead qualification, appointment scheduling, customer communication, workflow automation, service delivery, project management, and business operations.
We do not use AI-processed data for unrelated profiling, unauthorized resale, or improper sharing.
Clients who use our marketing, AI, automation, CRM, or lead generation services are responsible for ensuring that their own use of these systems complies with applicable privacy, telecommunications, marketing, and consumer protection laws.
5. Sharing of Information
We may share information only when necessary to operate our business, provide services, or comply with legal obligations. This may include:
Trusted Service Providers — such as CRM platforms, website hosting providers, email delivery platforms, SMS providers, payment processors, scheduling tools, analytics providers, automation platforms, and AI service providers.
Legal or Regulatory Requirements — when required by law, regulation, court order, subpoena, governmental request, or to protect our rights, users, clients, or business operations.
Business Transfers — in connection with a merger, acquisition, reorganization, sale of assets, or transfer of business operations, where appropriate safeguards and notice may be provided.
We do not sell personal data.
6. Data Security
We implement commercially reasonable administrative, technical, and physical safeguards to protect information from unauthorized access, disclosure, alteration, loss, misuse, or destruction.
These safeguards may include secure platform configurations, password-protected systems, access controls, encrypted communications where available, limited access to client data, and reasonable security procedures.
While we take data security seriously, no website, system, platform, or transmission method can be guaranteed to be 100% secure. We cannot guarantee absolute security and are not responsible for unauthorized access caused by circumstances beyond our reasonable control.
7. Data Retention
We retain personal, business, communication, and operational data for as long as necessary to fulfill the purposes described in this Privacy Policy, provide services, maintain records, comply with legal obligations, resolve disputes, enforce agreements, and support legitimate business operations.
Upon termination of services, client data may be retained for a reasonable period before deletion unless earlier deletion is required by law, requested in writing, or otherwise agreed upon.
8. Cookies and Tracking Technologies
Our website and digital platforms may use cookies and similar tracking technologies to support analytics, website functionality, session management, advertising performance, and user experience optimization.
Cookies are small data files stored on your device by your browser when you visit a website.
We may use:
Analytics Cookies — to understand how visitors interact with our website, including page views, traffic sources, and user behavior.
Functional Cookies — to support website functionality, forms, scheduling tools, user preferences, and session continuity.
Marketing or Advertising Cookies — to help measure campaign performance, improve advertising, and deliver relevant content where applicable.
You may disable cookies through your browser settings. Doing so may affect the functionality of certain features on our website.
9. Your Rights
Depending on your jurisdiction and applicable law, you may have certain rights regarding your personal information, including the right to:
Request access to the personal information we hold about you.
Request correction of inaccurate or incomplete information.
Request deletion of your personal information, subject to legal or business retention obligations.
Withdraw consent where processing is based on consent.
Opt out of marketing communications.
Request information about how your data is collected, used, or shared.
To exercise any of these rights, please contact us using the contact information listed below.
10. Third-Party Links and Platforms
Our website, forms, emails, messages, or services may contain links to third-party websites, platforms, tools, or services.
We are not responsible for the privacy practices, data handling, security, terms, or content of third-party websites or platforms. We encourage you to review the privacy policies of any third-party services you interact with.
11. Children’s Privacy
Our services are not intended for, directed to, or designed to attract individuals under the age of 18.
We do not knowingly collect personal information from minors. If we become aware that personal information has been collected from a minor without appropriate consent, we will take reasonable steps to delete such information.
12. Policy Updates
We reserve the right to update or modify this Privacy Policy at any time to reflect changes in our business practices, technology, services, legal requirements, or operational needs.
When material changes are made, we may update the effective date at the top of this policy. Your continued use of our website, services, or communication systems after updates are posted constitutes acceptance of the revised Privacy Policy.
13. Contact Information
For questions, concerns, requests, or inquiries related to this Privacy Policy or the handling of your information, please contact us:
Business Name: SBM Management
Website: www.sbminsured.com
Email: [email protected]
Phone: (844) 509-0409
Business Address: 1712 Pioneer Ave Ste 500 Cheyenne WY 82001
Jurisdiction: Cheyenne, WY