This updated Privacy Policy is designed to be fully compliant with 2026 A2P 10DLC carrier requirements (essential for HighLevel/GHL) and modern privacy laws (CCPA/GDPR).
The most critical addition for your SMS approval is the Mobile Information Sharing Statement at the end—carriers will manually check for that specific “No sharing with third parties” language.
Privacy Policy: TrueUp Systems
Effective Date: March 26, 2026
At TrueUp Systems, we are committed to protecting your privacy. This policy explains how we collect, use, and safeguard your personal information on trueupsystems.com.
1. What Information is Collected
We collect personal information that you voluntarily provide to us, including:
- Identity Data: Name and business name.
- Contact Data: Email address and phone number.
- Form Data: Information provided when completing our Equity Gap Scorecard, requesting an audit, or using our contact forms.
- Technical Data: IP address and browser type collected automatically via cookies.
2. How User Data is Used
Your data is used to provide and improve our “Succession Architecture” services, specifically to:
- Deliver your business valuation results and risk audits.
- Schedule and confirm strategic consulting appointments.
- Respond to your inbound inquiries.
- Analyze website traffic to improve user experience.
3. SMS Opt-In Details
By providing your mobile phone number, you provide express written consent to receive SMS messages from TrueUp Systems regarding your valuation results, lead automation snapshots, and appointment reminders.
- Frequency: Message frequency varies based on your project status and engagement.
- Rates: Standard message and data rates may apply.
- Opt-Out: You can cancel the SMS service at any time. Just text “STOP” to our number. After you send the SMS message “STOP” to us, we will send you an SMS message to confirm that you have been unsubscribed.
- Help: If you are experiencing issues with the messaging program, you can reply with the keyword HELP for more assistance.
4. Cookie & Tracking Practices
We use cookies and tracking pixels (such as Google Analytics) to monitor site performance and marketing effectiveness.
- Essential Cookies: Required for basic site functionality.
- Performance Cookies: Help us understand how visitors use the site so we can improve it.
- You can manage your cookie preferences through your browser settings; however, disabling cookies may affect some website features.
5. Data Security and Handling
We implement industry-standard security measures, including SSL/TLS encryption, to protect your data during transmission and storage. Access to personal data is restricted to authorized personnel who require it for business operations. We retain your information only as long as necessary to provide our services or comply with legal obligations.
6. User Rights
Depending on your location, you may have the following rights regarding your personal data:
- Access: The right to request copies of your personal data.
- Correction: The right to request that we correct any inaccurate information.
- Deletion: The right to request that we erase your personal data, subject to certain legal exceptions.
- To exercise these rights, please contact us at [Insert Contact Email].
7. Mobile Information Sharing Statement
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the text message services.