Privacy Policy

Last Updated: December 1, 2025

FRWRD (“we,” “us,” or “our”) respects your privacy and is committed to protecting it through this Privacy Policy. This policy explains how we collect, use, store, and protect your information when you book a discovery session or interact with our systems.

Information We Collect

When you book a discovery session or interact with our voice, messaging, or scheduling systems, we may collect the following information:

- First name

- Email address

- Phone number

- Business name

- Website (if provided)

- City and state

- Call recordings and transcripts (including AI-assisted calls)

- Responses shared during discovery conversations, audits, or follow-ups

We only collect information that is relevant to understanding your business operations and preparing for discovery conversations.

How We Use Your Information

We use the information collected to:

- Schedule and confirm discovery sessions

- Conduct pre-discovery intake via phone, SMS, email, or AI-assisted systems

- Prepare audits, summaries, or internal analyses

- Communicate with you about discovery sessions, follow-ups, and next steps

- Improve our services, workflows, and systems

- Create internal documentation or case study materials (as outlined in your consent)

We do not sell your personal information.

Call Recording & AI Interactions

Some calls, including pre-discovery or follow-up calls, may be recorded and transcribed for quality, documentation, and preparation purposes.

AI-assisted systems may be used to:

- Ask intake questions

- Summarize responses

- Route information internally

These systems operate under controlled workflows and are used solely to support the discovery and evaluation process.

Marketing & Communications

By booking a discovery session, you may receive:

- Appointment confirmations and reminders

- Follow-up emails or messages related to discovery or audits

- Occasional updates about FRWRD products or services

You may opt out of marketing communications at any time by following the unsubscribe instructions or contacting us directly.

Data Sharing

We do not sell or rent your information.

We may share information with trusted service providers (such as scheduling, communication, or infrastructure platforms) strictly for the purpose of operating our systems and delivering services.

All such providers are required to maintain appropriate data protection standards.

Data Retention

We retain information only as long as necessary to:

- Conduct discovery and follow-up

- Maintain internal records

- Comply with legal or operational requirements

You may request deletion of your information at any time, subject to applicable laws.

Your Rights & Choices

You may:

- Request access to your information

- Request corrections to inaccurate data

- Request deletion of your data

- Opt out of marketing communications

To make a request, contact us at: [email protected]

Data Security

We use reasonable administrative, technical, and organizational measures to protect your information from unauthorized access, disclosure, or misuse. However, no system can guarantee absolute security.

Third-Party Links

This site may reference or link to third-party websites. We are not responsible for the privacy practices or content of those sites.

Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be reflected on this page with a revised “Last Updated” date.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, contact us at: [email protected]