NextGen Biz Marketing LLC (“NextGen,” “we,” “our,” or “us”) respects the privacy of website visitors, prospects, customers, business contacts, applicants, and other individuals whose information we process. This policy describes our general practices. Specific services, forms, agreements, or notices may provide additional terms.
1. Scope of this policy
This Privacy Policy applies to information collected through NextGen-operated websites, landing pages, forms, appointment schedulers, customer communications, marketing activities, and services. It also applies when you communicate with us by email, telephone, text message, social media, or other channels.
This policy does not automatically govern a customer's independent data practices. When NextGen processes personal information on behalf of a business customer, the customer may act as the organization that determines why and how the information is processed, and its own privacy policy may apply.
2. Information we collect
Information you provide directly
- Name, business name, title, email address, telephone number, mailing address, and service area.
- Information submitted through contact forms, audit requests, appointment forms, questionnaires, support requests, surveys, and applications.
- Business, marketing, website, review, reputation, CRM, pipeline, automation, reporting, and operational information you choose to provide.
- Communications and correspondence, including emails, text messages, call details, meeting notes, and support interactions.
- Billing, transaction, and payment-related information. Payment-card information may be processed directly by a payment provider rather than stored by NextGen.
- Account, login, preference, and profile information when access to a portal, platform, or service is provided.
Information collected automatically
- IP address, browser type, operating system, device information, language, approximate location, referring page, and timestamps.
- Pages viewed, links clicked, form interactions, session activity, and other website usage information.
- Cookie identifiers, analytics identifiers, advertising identifiers, and similar technical data where enabled.
- Call source, campaign source, landing page, referral source, or other attribution information where tracking is configured.
Information received from others
We may receive information from business customers, referrals, social media platforms, advertising platforms, analytics providers, public business directories, data enrichment providers, technology integrations, and other service providers, subject to applicable law and contractual restrictions.
3. Sources of information
We may collect information from:
- You directly.
- Your employer, business, authorized representative, or referral source.
- Our websites, landing pages, forms, calendars, telephone systems, and communication tools.
- Third-party platforms and integrations you connect or authorize.
- Publicly available sources, including business websites and public business profiles.
- Advertising, analytics, social media, and campaign platforms.
4. How we use information
We may use information to:
- Respond to inquiries, provide consultations, schedule appointments, and communicate about requested services.
- Create proposals, perform audits, onboard customers, deliver services, provide support, and manage business relationships.
- Operate websites, forms, CRM systems, pipelines, dashboards, automations, reporting, reputation tools, and other business systems.
- Send transactional, service, administrative, marketing, and follow-up communications in accordance with applicable law and your preferences.
- Measure website, campaign, lead-source, pipeline, appointment, review, and service performance.
- Personalize content, improve user experience, test features, troubleshoot issues, and develop services.
- Protect our systems, prevent fraud or misuse, enforce agreements, and comply with legal obligations.
- Maintain records, perform accounting, process payments, and manage internal operations.
- Conduct other activities disclosed when information is collected or with your consent.
5. Cookies and tracking technologies
We and our service providers may use cookies, pixels, tags, local storage, session technologies, analytics tools, call tracking, and similar technologies to operate the website, remember preferences, understand usage, measure campaigns, improve services, prevent fraud, and support advertising where configured.
| Category | Purpose | Examples |
|---|---|---|
| Essential | Operate core website, forms, security, sessions, and requested features. | Session cookies, load balancing, form functionality, fraud prevention. |
| Analytics | Understand website traffic, navigation, usage, and performance. | Page views, referral sources, device information, engagement events. |
| Functional | Remember settings and improve user experience. | Preferences, scheduling state, language, saved form progress. |
| Advertising | Measure advertising and support audience or campaign functions where enabled. | Conversion pixels, campaign attribution, advertising identifiers. |
Browser settings may allow you to block or delete cookies. Some website functions may not work properly when cookies are disabled. Where legally required, we may provide additional consent or preference controls.
6. Email, telephone, and text-message communications
We may send service-related, transactional, administrative, and marketing email. Commercial email will include applicable sender information and an unsubscribe method. Unsubscribing from marketing email does not prevent necessary transactional or service communications.
Telephone calls
When you provide a telephone number, we may call regarding inquiries, appointments, services, support, billing, or other business matters. Calls may be monitored or recorded where permitted and disclosed.
SMS and text messaging
Where you provide consent, we may send text messages about appointments, inquiries, service updates, support, reminders, or marketing. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for help, where supported.
Mobile information will not be shared with third parties or affiliates for their own marketing or promotional purposes. Text-messaging originator opt-in data and consent will not be shared with third parties except service providers that support message delivery, compliance, or the requested service.
7. How we disclose information
We may disclose information:
- To service providers and contractors performing services for us or on our behalf.
- To a business customer when information relates to services performed for that customer.
- To platforms or integrations you request, authorize, or use.
- To professional advisers such as attorneys, accountants, insurers, and auditors.
- To comply with law, legal process, government requests, or regulatory obligations.
- To protect rights, safety, systems, property, customers, users, or the public.
- In connection with a merger, financing, acquisition, restructuring, sale of assets, or similar business transaction.
- With your direction, consent, or as otherwise disclosed at the time of collection.
We do not sell personal information for money as that phrase is commonly understood. Certain advertising or analytics activities may be treated as “sharing” or “targeted advertising” under some privacy laws. Applicability depends on the technologies actually enabled and the legal definitions that apply.
8. Service providers and technology platforms
We may use third-party providers for website hosting, CRM, forms, calendars, email, telephone, SMS, automation, analytics, advertising, customer reviews, reputation management, cloud storage, document management, support, security, payment processing, and reporting.
These providers process information under their own agreements and privacy terms. The specific provider mix may change as our services and technology evolve.
When a customer authorizes access to Google Business Profile, advertising accounts, social media, websites, CRM data, review systems, calendars, email, telephone, or other systems, we process the authorized information to provide the requested services and subject to applicable agreements.
9. Data retention
We retain information for as long as reasonably necessary for the purposes described in this policy, including to provide services, maintain business and transaction records, comply with legal or contractual obligations, resolve disputes, enforce agreements, protect systems, and support legitimate business operations.
Retention periods vary based on the type of information, the relationship, system settings, legal requirements, customer instructions, and operational need. Information may remain in backups for a limited period after deletion from active systems.
10. Data security
We use administrative, technical, and organizational measures intended to protect information against unauthorized access, loss, misuse, alteration, or disclosure. No website, transmission, storage system, or security measure can guarantee absolute security.
You are responsible for protecting account credentials, using secure devices and networks, and notifying us if you suspect unauthorized account or system activity.
11. Your privacy rights and choices
Depending on where you live and the laws that apply, you may have rights concerning personal information. These may include:
Request information about categories or specific pieces of personal information we maintain.
Request correction of inaccurate personal information.
Request deletion, subject to legal and operational exceptions.
Opt out of certain marketing, sale, sharing, or targeted-advertising activities where applicable.
Request limits on certain sensitive-personal-information uses where applicable.
Exercise applicable privacy rights without unlawful discrimination.
To submit a request, use the contact method below. We may need to verify your identity and authority before completing a request. Authorized agents may be required to provide proof of authorization. Some requests may be denied or limited when an exception applies.
You may opt out of marketing email through the unsubscribe link and text messages by replying STOP where supported. You may also adjust browser or device settings for certain cookies and tracking technologies.
12. California privacy notice
If the California Consumer Privacy Act, as amended, applies to NextGen's processing of your information, California residents may have rights to know, delete, correct, opt out of certain sale or sharing, limit certain uses of sensitive personal information, and receive non-discriminatory treatment.
The categories of personal information described in this policy may include identifiers, customer-record information, commercial information, internet or electronic activity, geolocation at an approximate level, professional or employment information, and inferences drawn from business and interaction data.
We collect and use these categories for the business and commercial purposes described above and may disclose them to the categories of recipients described in this policy.
California privacy laws include business-size, revenue, data-volume, and activity thresholds. This section does not represent that every California-law provision applies to NextGen in every circumstance.
13. Children's privacy
Our website and business services are intended for businesses and adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13 through general-audience services. If you believe a child has provided personal information to us, contact us so we can review and address the matter.
14. Third-party websites and services
Our website may link to third-party websites, social networks, review sites, scheduling tools, payment services, or other platforms. We do not control their privacy, security, or content practices. Review the privacy notices of third-party services before providing information.
15. Changes to this Privacy Policy
We may update this Privacy Policy to reflect changes in services, technology, legal requirements, or business practices. The “Last Updated” date shows when the policy was most recently revised. Material changes may be communicated through the website or another appropriate method.
16. Contact us
For privacy questions, requests, or concerns, contact NextGen Biz Marketing LLC through our website contact page. Before publication, add the business mailing address and dedicated privacy email required for your actual operations and legal obligations.
Privacy request or question?
Use our contact page and include “Privacy Request” in the subject or message.
Contact NextGen Biz Marketing →Required pre-publication review
Before this policy goes live, confirm and customize:
- Legal business mailing address and privacy contact email.
- Actual cookies, analytics, advertising pixels, call tracking, and consent tools in use.
- Actual CRM, communication, payment, reputation, automation, and hosting providers.
- Whether personal information is sold, shared for cross-context behavioral advertising, or used for targeted advertising under any applicable state law.
- Data-retention schedules and request-verification process.
- Whether customer agreements require controller/processor or business/service-provider language.
- Whether international visitors, healthcare information, financial information, employment data, or children's information require additional notices.