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Privacy Policy

MARGIN MARKSMAN Privacy Policy Effective Date: June 2026

1. Introduction

Margin Marksman ("we," "our," or "us") is a consulting and technology services business that helps companies improve operational efficiency through automation, data systems, and process improvement. We are committed to protecting the privacy of our clients and their employees.

This Privacy Policy explains how we collect, use, store, and share information in connection with the services we provide, including our Construction Operating System (the "Margin Marksman PM Assistant") and related automation tools.

2. Information We Collect

We collect only the information necessary to deliver our services. This may include:

Business Contact Information

  • Names of business owners, managers, and field personnel
  • Business phone numbers (including mobile numbers for SMS-based tools)
  • Business email addresses
  • Company name and project information

Financial and Operational Data

  • Project details, labor hours, and crew information provided by clients
  • Check-in responses, safety meeting records, and daily operational summaries
  • KPI data and project status information entered into or generated by our systems

3. How We Use Your Information

We use the information we collect solely to provide and improve our services to you, including:

  • Delivering automated SMS check-ins and project management communications to your team
  • Logging operational data for compliance and record-keeping purposes (including OSHA documentation)
  • Generating reports and dashboards for business performance monitoring
  • Improving and maintaining our automation tools and workflows
  • Communicating with you about your engagement with Margin Marksman

We do not sell, rent, or share your information with third parties for marketing purposes.

4. Third-Party Services

To deliver our services, we use the following third-party platforms. Each operates under its own privacy policy and data practices:

Make.com (Automation) We use Make.com to build and run automated workflows that connect your data sources and communication tools. Data processed through Make.com is subject to Make's Privacy Policy at make.com.

ClickSend / Twilio (SMS Messaging) We use SMS delivery platforms to send and receive text messages on behalf of our clients. Phone numbers and message content are transmitted through these providers to deliver check-ins and responses to your team members. These providers are subject to their own privacy policies.

Google (Sheets / Drive) We use Google Sheets and Google Drive to store and manage operational data including contact lists, project information, and daily logs. Data stored in Google is subject to Google's Privacy Policy at policies.google.com.

We take reasonable steps to ensure these providers maintain appropriate security standards and only use your data to deliver the services we have engaged them for.

5. Data Security

We take the security of your information seriously. We implement reasonable technical and organizational safeguards to protect the data we collect and process, including:

  • Access controls limiting who can view client data
  • Use of secure, encrypted connections for data transmission
  • Storage of sensitive credentials in secured private folders
  • Regular review of third-party integrations and access permissions

No method of transmission or storage is 100% secure. We encourage clients to use strong passwords and to notify us immediately of any suspected unauthorized access.

6. Data Retention

We retain client data for as long as necessary to deliver our services and meet applicable legal or regulatory requirements. For construction clients, daily operational logs may be retained to support OSHA compliance and audit purposes.

When an engagement ends, we will work with you to return, transfer, or securely delete your data upon request.

7. Your Rights

You have the right to:

  • Request access to the information we hold about your business
  • Request correction of inaccurate information
  • Request deletion of your data, subject to legal retention requirements
  • Opt out of SMS communications at any time by replying STOP to any message

To exercise any of these rights, please contact us using the information below.

8. SMS Communications

When we deploy SMS-based tools for your business, messages are sent to employees who have been designated by you as recipients. Recipients may opt out at any time by replying STOP. Message and data rates may apply depending on the recipient's mobile carrier.

We do not use SMS tools for unsolicited marketing communications. All SMS messages sent through our systems are operational in nature and directly related to the services engaged by your business.

9. Children's Privacy

Our services are intended for business use by adults. We do not knowingly collect personal information from individuals under the age of 18.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will notify active clients of any material changes. The most current version will always be available at marginmarksman.com.

11. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

Margin Marksman Website: marginmarksman.com Location: Burley, Idaho

We are committed to resolving any privacy concerns promptly and transparently.