Privacy Policy

1. Information We Collect

Information you provide directly, such as when you fill out a form, request a diagnostic tool result, book a consultation, or contact us:

• Name
• Email address
• Phone number
• Business name and business details (e.g., industry, number of locations)
• Any other information you choose to submit through our forms or in correspondence with us

Information collected automatically, such as:

• IP address, browser type, device type, and general location
• Pages visited, time on site, and referral source
• Cookies and similar tracking technologies (see Section 6)

Information from payment processing. If you become a client, our payment processor (Stripe) collects and stores payment details directly; we do not store full credit card numbers on our own systems.

2. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and provide requested diagnostics, quotes, or consultations
• Deliver, maintain, and improve our services
• Process payments and manage billing
• Send service-related communications, including appointment confirmations and account notices
• Send marketing communications and text messages only where you have opted in (see Section 4)
• Maintain records of consent for compliance purposes
• Analyze site usage to improve content and performance
• Comply with legal obligations and enforce our agreements

3. How We Share Your Information

We do not sell your personal information. We share information only with:

• Service providers who help us operate our business, including our CRM platform (for managing client and prospect communications), our website host, our payment processor (Stripe), and our email/newsletter provider. These providers are authorized to use your information only as necessary to provide services to us.
• Legal or safety reasons, if required by law, subpoena, or to protect the rights, property, or safety of Mercer & Wren, our clients, or others.
• Business transfers, if Mercer & Wren is involved in a merger, acquisition, or sale of assets, in which case your information may be transferred as part of that transaction.

4. Text Messaging (SMS) Consent & Communications

If you provide your phone number through our website or a client engagement and check the applicable consent box, you agree to receive automated text messages from Mercer & Wren and/or from businesses we support on their behalf, related to inquiries, appointment scheduling, and account or service updates.

• Consent is not a condition of purchase.
• Message and data rates may apply.
• Message frequency varies.
• You may opt out at any time by replying STOP to any message. You will receive one final confirmation message, and no further messages will be sent unless you opt back in.
• Reply HELP for assistance.
• We do not send text messages outside of reasonable hours (generally 8:00 AM–9:00 PM recipient local time).
• We log the timestamp, method, and language of consent for every opted-in contact for compliance and audit purposes.

For questions about text communications, contact us at hello@mercerandwren.com.

5. Your Choices & Rights

• Marketing emails: You may unsubscribe at any time using the link at the bottom of any marketing email.
• Text messages: Reply STOP at any time, as described in Section 4.
• California residents: Under the California Consumer Privacy Act (CCPA/CPRA), you have the right to know what personal information we collect, request deletion of your information, and opt out of the sale or sharing of personal information (we do not sell personal information). To exercise these rights, contact us at hello@mercerandwren.com.
• Access & correction: You may contact us at any time to request access to, correction of, or deletion of your personal information, subject to our legal and legitimate business recordkeeping needs.

6. Cookies & Tracking Technologies

Our Site uses cookies and similar technologies to remember preferences, understand how visitors use the Site, and support analytics. You can control cookies through your browser settings; disabling cookies may affect some Site functionality.

7. Data Retention

We retain personal information for as long as necessary to provide our services, comply with legal obligations (including consent and communications records required for text-messaging compliance), resolve disputes, and enforce our agreements.

8. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. Children's Privacy

Our Site and services are directed to businesses and business owners and are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The "Effective Date" at the top of this page reflects the most recent revision. Material changes will be posted on this page.

11. Contact Us

Questions about this Privacy Policy or your information?

Email: hello@mercerandwren.com