Privacy Policy

Effective October 1, 2026

MarginMax Solutions LLC respects your privacy. This policy explains what information we collect when you interact with us through our website, phone line, or SMS messages, how we use it, and what rights you have over it.

Who we are

MarginMax Solutions LLC is a New Jersey limited liability company providing operations and communications services to small businesses. Our business address is 2 Main St # 69, Sparta, NJ 07871. You can reach us by email at DonM@marginmaxsolution.com or by phone at +1 (973) 222-8692.

Information we collect

We collect information you give us directly, plus the technical data and website activity described at the end of this section. Specifically:

Contact information you provide on our consultation form, or on a lead form inside one of our Facebook or Instagram ads: name, business name, email address, phone number, and what you tell us about your business and what you're looking for.
Phone call records and recordings. When you call our business number, the call may be recorded for quality, training, and record-keeping. If your call is answered by our AI receptionist, an audio recording and a written transcript of the conversation are created and stored.
SMS message content when you text our business number, including your phone number, the time of each message, and the full content of messages exchanged with us or with our automated SMS agent.
Email correspondence when you write to us directly.
Website chat messages when you use the chat on this site: everything you type, the assistant's replies, a random session identifier saved in your browser so the conversation can continue, and your IP address. If you share your name, email address, or phone number in the chat, we keep it as contact information.
Booking information when you schedule a consultation: your selected time, contact details, and any notes you provide.
Billing information (only if you become a paying client): payment method details are collected and processed by our payment processor, Stripe. We do not store full card numbers ourselves.
Technical data whenever you load a page, send a chat message, or submit a form: your IP address, your browser and device type, and the approximate location your internet connection reports. Our web host records this, and the systems that receive your forms and chat messages keep it with what you sent. Our host also counts page views for us with Vercel Web Analytics. That count uses no cookies, does not identify you, and does not follow you to other sites. It tells us which pages get visited, what kind of device was used, and roughly where the visit came from.
Website activity when you visit this site: the pages you view, whether you arrived from one of our ads, and the technical data above. This comes from the advertising pixel described in the next section.
How you use our pages when you visit this site: where you tap or click, how far you scroll, how long you stay, and a recording of those movements. Microsoft Clarity collects this for us so we can see where a page loses people. Anything you type into a form or the chat is blanked in your browser before Clarity receives anything, and so are the booking details on our confirmation page. Clarity uses first- and third-party cookies to tell one visit from the next. Microsoft may also use what Clarity collects to improve its own products, including its advertising, as described in the Microsoft Privacy Statement.

We do not knowingly collect government identifiers or other sensitive personal information through our website.

Notice about advertising and this website

We advertise on Facebook and Instagram. This site carries Meta's advertising pixel so we can tell which ads bring people here and which ones lead to a demo request. The pixel sets a cookie and reports the pages you view to Meta. If you have a Facebook or Instagram account, Meta can connect that activity to it. That is behavioral advertising data. We would rather name it plainly here than bury it in a banner.

What this website does not send: your name, your email address, or your phone number. The pixel reports that a page was viewed and that a form was submitted. It does not report anything you typed into a form. We never share your phone number or SMS consent records with an advertising company, and that does not change. See the SMS section below.

Some of our ads open a short form inside Facebook or Instagram instead of sending you to this site. That form is Meta's. When you fill it out, you give your name, business name, email address, phone number and answers to Meta, which passes them to us. Meta also uses them under its own privacy policy, as the form tells you before you submit. We handle our copy the same way as a demo request made on this site.

To limit this, use your browser's tracking protection or an ad blocker, or change your ad settings at facebook.com/adpreferences. Nothing on this site requires you to accept the pixel, and the demo request form works the same either way.

Notice about AI-assisted communications

Some of our communication is handled with the assistance of artificial intelligence:

When you call our business number and reach our AI receptionist, you are speaking with an automated voice agent. The receptionist will identify itself as an AI assistant. Your voice and what you say are recorded, transcribed, and processed by AI systems to generate responses.
When you text our business number, your messages may be read and replied to by an AI-assisted system that operates under our supervision. A human reviews and intervenes when needed.
When you use the chat on this website, you are talking with an AI assistant, and the chat window says so. It answers questions about what we do, takes down your contact details if you offer them, and can book a consultation. Your messages, a session identifier from your browser, and your IP address are sent to our systems to generate its replies. A human reviews every conversation and steps in when needed.
Voice responses spoken by the AI receptionist are generated using synthetic (computer-generated) audio.

If you are not comfortable speaking with an AI system, please email us at DonM@marginmaxsolution.com instead and we will reply personally.

How we use your information

We use the information we collect to run our business and to serve you. That includes:

To respond to your consultation request and schedule a follow-up.
To send SMS messages related to your consultation, booking confirmations, appointment reminders, missed-call follow-ups, and customer-care responses (only if you have opted in - see SMS section below).
To send transactional emails such as receipts, confirmations, and replies to your inquiries.
To answer your inbound phone calls, texts, and website chat messages, including with the assistance of automated AI systems as disclosed above.
To process billing and payments if you become a paying client.
To diagnose and fix technical errors in our systems (limited error logs may contain incidental personal information).
To keep records of our communications for quality, compliance, and legal purposes.
To see which pages on this site get visited and where they lose people, to measure which of our ads bring people here, and to show our ads to people more likely to find them relevant.
To protect our systems and the people who use them, including spotting abuse and spam.

If we ever want to use your information for something you would not expect from this list, we will update this policy first, and ask for your consent where the law requires it.

SMS messaging program

If you opt in to receive SMS messages from MarginMax Solutions, the following terms apply:

How you opt in: by checking the SMS consent box on our consultation form, by initiating a text to our business number, or by replying YES to a confirmation request after giving verbal consent during a call.
What we send: consultation confirmations, appointment reminders, missed-call follow-ups, account notifications, and customer-care responses related to your interaction with us. We do not send promotional or marketing SMS without separate consent.
Frequency: message frequency varies based on your interaction with us. You will typically receive between 1 and 10 messages per month.
Cost: message and data rates may apply, depending on your mobile carrier and plan.
Opt out: reply STOP to any message at any time. You will receive a single confirmation message and no further texts will be sent.
Help: reply HELP for assistance, or contact us at DonM@marginmaxsolution.com.

We will never share your phone number, SMS opt-in details, or consent records with third parties for their marketing purposes. Phone numbers collected for SMS communication are used solely by MarginMax Solutions LLC and the messaging carriers required to deliver the messages.

How we share information

We do not sell, rent, or trade your personal information. We share information only with the service providers required to operate our business, and only to the extent each provider needs to perform its role. These providers are:

Twilio - sends and receives SMS messages, routes phone calls, and records inbound calls. Twilio Voice Intelligence transcribes recordings of calls answered by a human.
Vapi - powers the AI voice agent that may answer your call if we are unavailable.
Deepgram - transcribes the audio of calls handled by the AI voice agent.
Cartesia - generates the synthetic voice spoken by the AI voice agent when our primary voice is unavailable.
ElevenLabs - generates the premium synthetic voice used by the AI voice agent.
Anthropic (Claude) - processes call transcripts, SMS message content, and website chat messages to generate AI-assisted responses.
Resend - delivers transactional emails (confirmations, receipts, reminders).
Cal.com - schedules consultations and sends booking confirmations.
Web3Forms - receives consultation form submissions and forwards them to us.
Supabase - provides the secure PostgreSQL database where contact information, messages, calls, and appointment records are stored.
Cloudflare R2 - stores call recordings, generated reports, and other file-based records.
Vercel - hosts this website and provides the cookieless page-view counts described under technical data.
Google Workspace - provides our business email infrastructure.
Stripe - processes billing and payments if you become a paying client.
Sentry - collects technical error reports from our software, which may incidentally include limited personal information.
Meta (Facebook and Instagram) - receives website activity from our advertising pixel so we can measure which of our ads work, and hosts the lead forms in some of our ads. See the advertising notice above for what is and is not sent.
Microsoft Clarity - records how visitors use this site (taps, clicks, scrolling, and visit recordings), with form, chat and booking entries blanked before anything is sent. Microsoft may also use this data to improve its own products, including its advertising.

Each provider is contractually bound to handle your information securely and, apart from the Meta and Microsoft uses described above, only on our behalf. We may also disclose information when legally required to do so (subpoena, court order, lawful regulatory request).

How long we keep your information

We keep consultation form submissions and contact records for as long as needed to provide our services and meet legal, accounting, and reporting requirements. SMS opt-in records are kept for the duration of your consent and for a reasonable period after opt-out as evidence of compliance. You can request deletion at any time (see below).

Your rights

You have the right to:

Access the information we hold about you.
Correct any information that is inaccurate or out of date.
Delete your information from our records (subject to legal retention requirements).
Opt out of SMS messages at any time by replying STOP.
Withdraw consent for any communication channel at any time.
Limit tracking through your browser's privacy settings or an ad blocker, which can stop both Meta's pixel and Microsoft Clarity, or through your Meta ad preferences.

To exercise any of these rights, email DonM@marginmaxsolution.com and we will respond within 45 days, usually much sooner.

Security

We take reasonable technical and organizational measures to protect the information you share with us. This includes encrypted connections (HTTPS) on this website, access controls on the systems where your data is stored, and limiting access to information to only those who need it to do their job.

Children

This site and our services are not directed to children under 13. We do not knowingly collect information from anyone under 13. If you believe we have inadvertently collected such information, contact us and we will delete it promptly.

Changes to this policy

We may update this policy as our services change or as required by law. The effective date at the top of this page will be updated whenever changes are made. We encourage you to review this policy periodically.

Contact

Questions about this policy or about how we handle your information? Reach us at:

MarginMax Solutions LLC
2 Main St # 69, Sparta, NJ 07871
DonM@marginmaxsolution.com
+1 (973) 222-8692