Legal
Privacy Policy
The short version:
- We collect what you give us (like your name, email, phone number, and business details), including answers on our Facebook and Instagram lead forms, plus basic technical data.
- We keep your information in our CRM and use it to call you back, run calls, send what you asked for, and improve our marketing.
- We do not sell your personal information. We do not run Google Analytics or a Meta pixel of our own on the Site.
- You can unsubscribe, or ask us to see, fix, or delete your information, at any time.
1. Who we are
Threshold Consulting is the business name of Threshold Group LLC, an Indiana limited liability company based in Kokomo, Indiana ("Threshold," "we," "us"). We provide revenue systems and sales consulting to home service businesses.
This policy covers closewiththreshold.com, its subdomains, and the forms, calculators, and booking tools on them (the "Site"). It also covers the lead forms we run in our ads on Facebook and Instagram. It also covers information you share with us by email or on calls that start from the Site. It does not cover work we do under a signed client agreement; that agreement governs the business data you provide during an engagement.
2. What we collect
Information you give us
| Where | What |
|---|---|
| Revenue Leak Snapshot and field guide forms | First and last name, email address, annual revenue range, and the numbers you enter into the calculator (such as monthly calls, booking rate, average ticket, and quotes). |
| Booking a Revenue Leak Call | Name, email, phone number, business details, your chosen time, and anything you write in the booking form. |
| Facebook and Instagram lead forms | Name, email, phone number, and your answers to the questions on the form. Depending on the form, those questions may cover things like your trade, revenue range, team size, call volume, your biggest leak, the best time to call you, and whether you are the owner or decision maker. |
| Calls and email | What you tell us about your business, such as lead volume, close rates, pricing, team structure, and goals. |
Please do not send us payment card numbers, Social Security numbers, passwords, or similar sensitive information through the Site.
Information from Meta
When you fill out one of our lead forms on Facebook or Instagram, Meta collects your answers and passes them to us. Meta may fill in some fields for you from your profile, such as your name, email, or phone number, and you can change them before you submit. What Meta itself does with your information is covered by Meta's own privacy policy.
Information collected automatically
- Campaign data: if you arrive from an ad or a tracked link, the tags in that link (for example, UTM parameters or ad click IDs such as fbclid or gclid) are kept for your current browser session. They are passed to our booking calendar and forms, which are run by GoHighLevel, and saved with any form or booking you submit, so we know which ad or campaign brought you in.
- Technical data: IP address, browser and device type, the pages requested, and the referring site, kept in standard server and security logs by our hosting provider to deliver and protect the Site.
- Embedded form and calendar data: our GoHighLevel forms and calendar may store a visitor ID and form details in your browser so they work properly and can connect your submission to your visit.
3. How we use it
- To deliver what you asked for, such as your Revenue Leak Snapshot results or the field guide and scorecard.
- To call you back about a lead form or booking request. We make these calls personally.
- To schedule, confirm, prepare for, and follow up on calls.
- To respond to your questions and requests.
- To send you emails about our services and resources. You can unsubscribe at any time.
- To understand which ads, pages, and campaigns are working and improve the Site and our marketing.
- To keep the Site secure and prevent spam and abuse.
- To comply with law and enforce our terms.
We may use calculator inputs and call notes in combined, de-identified form (with your name and business removed) to understand industry patterns. We will not publish your business name, results, or story without your written permission.
4. Who we share it with
We do not sell your personal information, and we do not share it with third parties for their own marketing. We share it only with:
- Service providers who run parts of our business for us and may use the information only to provide those services:
- GoHighLevel (also called HighLevel or LeadConnector), for our CRM, where your lead and booking information is stored, and for forms, calendar booking, and email.
- Meta (Facebook and Instagram), which runs the lead forms in our ads and passes your answers to us.
- Cloudflare, for website hosting and security.
- Google, for business email and documents (Google Workspace).
- Video meeting and similar tools we use to hold calls.
- Fathom, a meeting notes tool we use to record and transcribe calls so we can take notes and review what we discussed.
- Our team and contractors who help with sales and delivery, under confidentiality obligations.
- Legal and safety: when required by law, subpoena, or court order, or to protect our rights, users, or the public.
- Business transfers: if Threshold is involved in a merger, acquisition, or sale of assets, information may transfer as part of that deal, subject to this policy.
5. Cookies and analytics
We keep tracking on the Site light. Here is what runs today:
- No analytics tools of our own. We do not currently run Google Analytics, Google Tag Manager, or similar analytics or heatmap tools on the Site.
- Session storage in your browser holds campaign tags (such as UTM tags and ad click IDs like fbclid) for the length of your visit and is cleared when you close the tab. Our site script adds these tags to links to our booking page and to our GoHighLevel forms and calendar, so the booking tool can record which ad or campaign brought you in.
- Embedded forms and booking calendar are provided by GoHighLevel and may use their own cookies, browser storage, or similar technologies so they work and can connect a submission to your visit.
- Meta code in the booking calendar. The GoHighLevel booking calendar loads Meta's standard pixel code from Meta's servers. We have not connected it to a Meta pixel ID, so it is not set up to report what you do on the Site to our ad account. When that code loads, your browser does contact Meta, and Meta may receive basic technical information such as your IP address and browser details, which Meta handles under its own policies.
- Hosting and security. Cloudflare may use cookies or similar tools strictly to protect the Site and our providers from bots and abuse.
We do not currently run our own advertising pixel (such as a Meta pixel connected to our ad account) on the Site. If we add an analytics tool or advertising pixel, we will update this policy first. You can block or delete cookies in your browser settings; the Site will still work, though embedded forms may not. Browsers' "Do Not Track" signals are not handled consistently across the web, so we do not respond to them separately. Blocking cookies and clearing browser storage, as described above, works for everyone.
6. Emails, calls, and texts
- Email: every marketing email includes an unsubscribe link. Unsubscribing stops marketing email; we may still send messages directly related to a call or engagement you have with us.
- Phone: if you book a call, fill out one of our lead forms, or give us your number, we may call you about that request. We make these calls ourselves. If you do not want any more calls, tell us on the call or email us and we will stop.
- Call recording: we may record and transcribe calls to take notes and review what we discussed. On video calls, the recorder shows up in the call so you can see it. Phone calls to or from our business numbers may also be recorded. If you would rather not be recorded, just tell us and we will turn it off.
- Text messages: we do not currently send marketing text messages. If we add texting, we will ask for your separate consent first, and you will be able to reply STOP to opt out. Mobile phone numbers and text messaging consent are never shared with or sold to third parties for their marketing purposes.
7. How long we keep it
We keep personal information for as long as it is useful for the purpose we collected it for, typically for the life of our relationship plus a reasonable period afterward for follow up, record keeping, and legal obligations. If you ask us to delete your information, we will do so unless we need to keep a limited record (for example, to honor an unsubscribe request or meet a legal requirement).
8. Security
We use reasonable safeguards, including encrypted connections (HTTPS), access controls on our systems, and reputable service providers. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
9. Your choices and rights
Wherever you live, you can ask us to:
- Tell you what personal information we hold about you and give you a copy.
- Correct information that is wrong.
- Delete your information.
- Stop sending you marketing communications.
Email brant@closewiththreshold.com with your request. We may need to confirm your identity before acting on it, and we aim to respond within 30 days. Depending on your state, you may have additional rights under local privacy law; we will honor them where they apply, and we will not treat you differently for making a request. If we deny a request, you may reply to ask us to reconsider.
The Site is operated from the United States, and information is stored and processed in the United States.
10. Children
The Site is meant for business owners and operators. It is not directed to children under 16, and we do not knowingly collect information from them. If you believe a child has given us information, contact us and we will delete it.
11. Changes to this policy
We may update this policy as our business or tools change. We will post the new version here with a new effective date. If we make a material change to how we use personal information you already gave us, we will let you know before it takes effect.
12. Contact us
Threshold Group LLC, doing business as Threshold Consulting
2114 E Boulevard, PO Box 250
Kokomo, IN 46902