Privacy Policy

Last updated: April 2, 2026

At a glance

This Privacy Policy explains what information Fractional CMO collects, how we use and disclose it, how cookies and advertising technologies are handled, how client and member data is processed, and the privacy choices and rights that may be available to you.

Fractional CMO (“Fractional CMO,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy applies to FractionalCMO.com, go.FractionalCMO.com, our forms, diagnostic and checkout experiences, scheduling pages, member and client platforms, and other online services that link to or reference this Policy (collectively, the “Services”).

By using the Services, you acknowledge the practices described in this Policy. If you do not agree with this Policy, please do not use the Services or submit personal information through them.

Information We Collect

We collect information in three primary ways: information you provide, information generated through your use of the Services, and information we receive from integrations or service providers.

Information you provide directly

• Contact and lead information, such as your name, email address, phone number, company name, job title, website, and information you submit through forms or scheduling pages.
• Diagnostic, application, and business information, including answers about your business, revenue range, marketing activities, goals, challenges, marketing history, technology stack, and other information you provide in assessments, applications, or onboarding materials.
• Transaction and checkout information, such as billing contact details, purchase information, transaction status, refund information, and other records associated with a purchase. Payment details are processed through the checkout or payment service used for the transaction.
• Account and membership information, such as login and profile information, membership access, support requests, tasks, action items, platform activity, and preferences.

• Communications, including email, SMS/MMS, phone calls, support messages, scheduling information, feedback, and information you provide during strategy or support sessions.
• Call and session recordings. Certain client strategy, training, onboarding, or support sessions may be recorded for service delivery, reference, accountability, training, and quality purposes.

Information from client integrations and connected systems

Clients may connect marketing, advertising, analytics, CRM, email, or other business systems to the Fractional CMO Dashboard or related tools. Depending on the connection, we may receive performance metrics, campaign information, lead or customer data, channel-level analytics, and other information needed to provide reporting, strategy, and execution support.

Where a client connects a third-party system, the client or an authorized team member generally authenticates that connection. Fractional CMO does not require clients to provide passwords for connected platforms as part of the standard integration process.

Information collected automatically

• Device and technical information, such as IP address, browser type, device type, operating system, language, approximate location derived from IP address, and referring or exit pages.
• Usage information, such as pages viewed, links clicked, form interactions, session duration, traffic source, campaign attribution, and other activity on the Services.
• Cookie and advertising identifiers used for consent management, analytics, measurement, security, personalization, and advertising, subject to your privacy choices.

How We Use Information

• Provide, operate, maintain, and improve the Services and client engagement.
• Respond to inquiries, applications, scheduling requests, support questions, and service requests.
• Deliver diagnostics, reports, strategy sessions, onboarding, dashboard functionality, training, membership resources, and other purchased or requested services.
• Analyze marketing performance and provide strategic recommendations, reporting, task management, and accountability support.
• Process purchases, refunds, billing records, and related administrative activity.
• Send service communications, account notices, reminders, and other transactional messages.
• Send marketing emails or SMS/MMS where permitted by law and your choices. You can opt out of marketing communications at any time.
• Measure website and campaign performance, understand user behavior, attribute conversions, and improve advertising effectiveness.
• Protect the Services, detect fraud or misuse, enforce agreements, and maintain security.
• Comply with legal obligations, resolve disputes, and establish, exercise, or defend legal claims.

Cookies, Analytics, and Advertising Technologies

We use cookies, pixels, tags, local storage, and similar technologies for essential site functions, consent management, analytics, measurement, and advertising. Non-essential analytics and

advertising technologies are intended to operate in accordance with the choices presented through our consent mechanism.

Technologies identified in our current website environment include Google Tag Manager and Google Analytics, Meta Pixel, Microsoft Clarity, Hotjar, LinkedIn Insight Tag, and CookieYes. Specific campaign, booking, or funnel pages may also use conversion or advertising tags delivered through our tag-management or campaign platforms.

Your cookie choices

Use the cookie/consent controls presented on the website to accept, reject, or adjust non-essential technologies. Clearing cookies or using a different browser/device may require you to set your preferences again.

Global Privacy Control and browser signals

Where applicable law requires it, we will treat a legally recognized opt-out preference signal, such as Global Privacy Control (GPC), as a request to opt out of sale, sharing, or targeted advertising for the browser or device that sends the signal. Because browser-based signals are device- and browser- specific, you may need to use the signal on each browser or device you use.

Other browser “Do Not Track” signals are not standardized, and we may not respond to them unless required by applicable law.

How We Disclose Personal Information

We may disclose personal information to the following categories of recipients for the purposes described in this Policy:

• Service providers and processors that help us host, secure, operate, measure, support, communicate through, and improve the Services.
• Analytics and advertising partners, subject to consent and opt-out choices, to measure campaigns, understand site usage, and deliver or evaluate advertising.
• Payment and checkout providers that process transactions and related payment activity.
• CRM, forms, scheduling, email, and SMS providers used to manage leads, appointments, customer communications, and service workflows.
• Membership, dashboard, integration, and collaboration providers used to deliver client and member services.
• Professional advisers, such as attorneys, accountants, auditors, insurers, and consultants, where reasonably necessary.
• Government authorities, law enforcement, courts, regulators, or other parties when disclosure is required by law or reasonably necessary to protect rights, safety, security, or property.
• A buyer, successor, or other party in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction.
• Other parties at your direction or with your consent.

Sale, sharing, and targeted advertising

We do not sell personal information for money. However, some privacy laws define “sale,” “sharing,” or “targeted advertising” broadly enough to include the disclosure of identifiers, cookie data, or internet activity to advertising or analytics partners for cross-context behavioral advertising or similar purposes. Where applicable, you may opt out through our cookie/privacy controls or the “Your Privacy Choices” link made available on our site.

Current Service Provider / Processor Categories

The following list reflects providers or provider categories identified in the current Services. The exact providers may change as our systems evolve.

Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this Policy, including to provide the Services, maintain business and transaction records, comply

with legal obligations, resolve disputes, enforce agreements, prevent fraud, and protect our rights. Retention periods vary by the type of information and the context in which it was collected.

• Lead and marketing contact data is retained while we have a legitimate business or marketing relationship, until you opt out or request deletion where applicable, or until it is no longer reasonably needed. We may retain limited suppression records to honor opt-out requests.
• Transaction and billing records may be retained for the periods required or reasonably necessary for accounting, tax, refund, fraud-prevention, chargeback, and legal purposes.
• Client and member records, onboarding information, dashboard records, tasks, support communications, and call recordings may be retained during the engagement and for a reasonable period afterward to provide support, maintain records of services delivered, and address legal or contractual obligations.
• Cookie, analytics, and advertising data is retained according to the applicable provider settings, consent choices, and our business needs, subject to legal requirements.
• When information is no longer needed, we take reasonable steps to delete, de-identify, or aggregate it, unless continued retention is required or permitted by law.

Your Privacy Rights and Choices

Depending on where you live and whether applicable law applies to our processing, you may have some or all of the following rights:

• Access or know the personal information we collect, use, or disclose about you.
• Correct inaccurate personal information.
• Delete personal information, subject to legal exceptions.
• Obtain a portable copy of certain personal information.
• Opt out of sale, sharing, or targeted advertising where those concepts apply.
• Object to or restrict certain processing, or withdraw consent where processing is based on consent.
• Limit certain uses of sensitive personal information where required by law.
• Appeal a decision we make on a privacy-rights request where applicable.
• Receive equal service and pricing and not be unlawfully discriminated against for exercising a privacy right.

How to exercise your rights

You may submit a privacy request by emailing support@fractionalcmo.com with the subject line “Privacy Request,” or by using the privacy-choice tools or “Your Privacy Choices” link available on our website. Please describe the request and the email address or account associated with your information.

We may need to verify your identity before completing certain requests. Authorized agents may submit requests where permitted by law, but we may require proof of authorization and may also verify the request directly with you. We will respond within the time required by applicable law.

Marketing communications You can opt out of marketing emails by using the unsubscribe link in the message. You can opt out of marketing text messages by replying STOP or following the instructions in the message. Opting out of marketing does not prevent us from sending necessary service, transaction, security, or account communications.

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, use, alteration, disclosure, or destruction. No website, system, or transmission method is completely secure, and we cannot guarantee absolute security.

Clients are responsible for maintaining the security of their own accounts and credentials and for controlling which data sources they connect to the Fractional CMO Dashboard or related tools.

International Data Transfers

Fractional CMO is based in the United States, and personal information may be processed or stored in the United States or other countries where our service providers operate. Those countries may have privacy laws that differ from the laws where you live. Where required, we use appropriate safeguards for international transfers.

Children and Minors

The Services are intended for adults and are not directed to individuals under 18. We do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, please contact us so we can take appropriate steps.

Third-Party Sites and Services

The Services may link to third-party websites, platforms, social networks, payment pages, or other services. Their privacy practices are governed by their own policies. We encourage you to review those policies before providing personal information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, services, or legal requirements. The “Last updated” date at the top of this Policy indicates when the Policy was most recently revised. If required by law, we will provide additional notice of material changes.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, or if you want to submit a privacy request, contact us at:

Fractional CMO

3419 Westminster Ave, Suite 367-G Dallas, TX 75205 Email: support@fractionalcmo.com Phone: (512) 768-9779 https://fractionalcmo.com

Supplemental Notice for U.S. State Privacy Laws This section provides additional information for residents of states with comprehensive privacy laws, to the extent those laws apply to Fractional CMO and to the relevant processing.

Categories of personal information

We collect these categories from you, your device/browser, connected systems that you authorize, and service providers. We use and disclose them for the business and commercial purposes described in this Policy.

• Identifiers and contact information (for example, name, email address, phone number, IP address, account identifiers).
• Commercial and transaction information (for example, purchases, refunds, products or services considered or obtained).
• Internet or other electronic network activity (for example, browsing, device, interaction, analytics, and advertising-event data).
• Professional or employment-related information and business information that you provide.
• Inferences derived from information you provide or from website, diagnostic, marketing, or engagement activity to help understand interests, needs, or marketing performance.
• Audio, visual, or similar information where calls, meetings, or sessions are recorded.

Opt-out rights We do not sell personal information for money. Certain disclosures to advertising or analytics partners may be considered “sale,” “sharing,” or targeted advertising under some state laws. Where applicable, use our cookie/privacy controls, the “Your Privacy Choices” link, or a recognized GPC signal to exercise the relevant opt-out right.

Fractional CMO • FractionalCMO.com