Effective Date: July 11, 2025. This Privacy Policy applies to all users of the MetaGrowth Ventures website, Revenue Assessment tool, contact forms, and related services.
1. Who We Are
MetaGrowth Ventures ("MetaGrowth Ventures," "we," "us," or "our") is a revenue infrastructure and executive growth firm serving B2B companies. We operate the website at metagrowth.ventures and related subdomains, the Revenue Assessment tool, and all associated services.
Business Address:
MetaGrowth Ventures
2519 S Shields Street, Suite 1K #959
Fort Collins, CO 80526
Email: info@metagrowth.ventures
This Privacy Policy explains how we collect, use, share, and protect information about you when you visit our website, use our Revenue Assessment, submit contact forms, communicate with us via email or SMS, or engage with our marketing communications.
2.1 Information You Provide Directly
We collect information you voluntarily submit through our website, forms, and tools, including:
- Contact information: First name, last name, email address, phone number, company name, job title/role
- Business information: Annual revenue, team size, sales infrastructure details, growth challenges, business goals, current CRM usage, pipeline metrics
- Assessment responses: All answers provided through the Revenue Assessment (15 scored questions across 5 revenue dimensions)
- Communication content: Messages submitted via contact forms, replies to our emails, or other correspondence
- Consent records: Whether you consented to receive SMS and/or email communications, and when
- Resource requests: Information submitted to access downloadable PDFs, guides, or frameworks via our PDF Gate
2.2 Information Collected Automatically
When you visit our website, we automatically collect:
- Device & browser information: Browser type and version, operating system, device type, screen resolution
- Usage data: Pages visited, time spent on pages, click paths, scroll depth, button interactions
- Traffic source & attribution data: Referrer URL, UTM parameters (utm_source, utm_medium, utm_campaign, utm_term, utm_content), landing page URL
- IP address: Used to derive approximate geographic location (city/state/country level)
- Cookies and similar technologies: Session cookies, persistent cookies, local storage, session storage (see Section 7)
- Session recordings and heatmaps: Visitor behavior through Microsoft Clarity
2.3 Information from Third Parties
We may receive information about you from third-party sources, including:
- Calendar booking platforms when you schedule a strategy call or meeting
- Social media platforms (LinkedIn, Meta/Facebook) when you interact with our ads or pages
- Marketing analytics providers that aggregate data about our website traffic
3. How We Collect Information
- Website forms: Contact form, Resource (PDF Gate) download forms, Founders' Revenue Council application
- Revenue Assessment: A 7-step, 15-question diagnostic tool that collects business performance data and personal contact details in Step 7
- Calendar integrations: GoHighLevel (and other calendar tools) when you book a strategy call
- Analytics scripts: Google Analytics 4, Google Tag Manager, Microsoft Clarity, LinkedIn Insight Tag, Meta Pixel
- Chat widget: GoHighLevel (GHL) Chat Widget embedded sitewide
- Email interactions: Open tracking, link click tracking in emails sent through our email service providers
- SMS interactions: Delivery confirmations, opt-out requests via STOP keyword
4. How We Use Your Information
We use the information we collect for the following purposes:
4.1 Service Delivery
- Generate and deliver your personalized Revenue Assessment report
- Send requested resources, PDFs, and guides
- Respond to contact form inquiries and communications
- Schedule and confirm strategy calls and meetings
4.2 Business Communications
- Send assessment results, follow-up recommendations, and insights
- Send service-related information (appointment confirmations, reminders)
- Send marketing emails and SMS messages about our services (with your consent)
- Notify you about new resources, frameworks, and relevant content
4.3 Business Operations
- Qualify leads and manage our sales pipeline
- Notify our internal team of new inquiries and assessment completions via Slack and email
- Store and organize contact records in our CRM (GoHighLevel)
- Score and segment contacts based on assessment results and business characteristics
4.4 Analytics & Improvement
- Analyze website traffic, user behavior, and conversion funnels
- Measure the performance of our marketing campaigns and advertisements
- Improve the design, content, and functionality of our website and tools
- Track which marketing channels drive the most qualified leads
4.5 Legal & Compliance
- Maintain records of consent for SMS and email communications
- Comply with applicable laws, regulations, and legal obligations
- Enforce our Terms of Service and protect our rights
5. CRM & Marketing Automation
We use GoHighLevel (GHL) as our primary customer relationship management (CRM) platform and marketing automation system. When you complete our Revenue Assessment, submit a contact form, or interact with our website, we may create or update a contact record in GoHighLevel containing:
- Your name, email address, phone number, and company name
- Your Revenue Assessment score (total score and scores across 5 dimensions: Revenue Stage, Pipeline Maturity, Sales Infrastructure, Talent & Team, Leadership & Execution)
- Your assessment stage classification (e.g., "Audit_High_Pain," "Audit_Growth," "Audit_Advanced")
- Your primary business goals, obstacles, and urgency level from your assessment responses
- Your answers to all 15 assessment questions
- Tags applied to segment and route your contact through appropriate follow-up workflows (e.g., "Assessment Completed," "Goal_System," "Obstacle_No_Process")
- SMS and email consent status
- UTM attribution data (traffic source, campaign, medium)
GoHighLevel is used to:
- Send automated follow-up emails and SMS messages based on your assessment results and engagement
- Create opportunities in our sales pipeline
- Manage appointment scheduling and reminders
- Segment contacts for targeted outreach
GoHighLevel's privacy policy is available at gohighlevel.com/privacy-policy.
6. Third-Party Services & Processors
We share data with and use the following third-party services to operate our website and business. Each acts as a data processor on our behalf:
| Service |
Purpose |
Data Shared |
Privacy Policy |
| GoHighLevel (GHL) |
CRM, email/SMS automation, chat widget, pipeline management |
Name, email, phone, company, assessment data, consent status |
View Policy |
| Google Analytics 4 |
Website analytics, conversion tracking, traffic analysis |
Anonymized usage data, IP address (truncated), event data |
View Policy |
| Google Tag Manager |
Tag management and event tracking coordination |
Manages deployment of tracking scripts; no direct data collection |
View Policy |
| Microsoft Clarity |
Session recording, heatmaps, user behavior analysis |
Anonymized session recordings, click/scroll data |
View Policy |
| LinkedIn Insight Tag |
LinkedIn ad conversion tracking and retargeting |
Hashed email (for matching), page view data, conversion events |
View Policy |
| Meta Pixel (Facebook/Instagram) |
Meta ad conversion tracking and retargeting |
Hashed email (for matching), page view and event data |
View Policy |
| GoHighLevel |
Strategy call and meeting scheduling |
Name, email, company, phone (as entered during booking) |
View Policy |
| Google Gmail / Google Workspace |
Transactional email delivery (assessment results, confirmations) |
Recipient email address, email content |
View Policy |
| Cloudflare |
Website hosting, CDN, edge computing, DDoS protection |
IP addresses, request logs (standard web server logs) |
View Policy |
| Cloudflare KV / D1 |
Lead data storage and caching |
Form submission data, assessment results (encrypted at rest) |
View Policy |
| Slack |
Internal team notifications for new leads and form submissions |
Name, email, company, and summary of submission (internal use only) |
View Policy |
We may also use AI-powered tools and automation services to assist with communication drafting, lead analysis, and reporting. These tools may process contact data subject to their own privacy policies and data processing agreements.
7. Cookies & Tracking Technologies
We use cookies, pixels, local storage, and similar technologies to operate our website and deliver relevant advertising. Here is what we use and why:
7.1 Types of Cookies We Use
- Strictly Necessary: Required for basic website functionality. Cannot be disabled.
- Analytics: Help us understand how visitors use our site (Google Analytics 4, Microsoft Clarity). These may be disabled without affecting core functionality.
- Marketing & Retargeting: Used to deliver relevant ads on LinkedIn and Meta platforms (LinkedIn Insight Tag, Meta Pixel). These track conversions from our ad campaigns.
- Functional: Remember your preferences and improve your experience (e.g., session storage for assessment progress, UTM attribution data).
7.2 Specific Tracking We Use
- Google Analytics 4 (GA4) — ID: G-9EY6ZN6M9F: Tracks page views, assessment start/completion events, form submissions, calendar opens, PDF downloads, and other conversion events.
- Microsoft Clarity — ID: xbls14o22c: Records anonymized session replays and generates heatmaps to help us understand user experience issues.
- LinkedIn Insight Tag: Tracks conversions from LinkedIn advertising campaigns (assessment completions, strategy call bookings, contact form submissions).
- Meta Pixel: Tracks conversions from Meta (Facebook/Instagram) advertising campaigns (assessment starts and completions, lead captures).
- GoHighLevel Chat Widget: Session cookies for our embedded chat widget.
- UTM Attribution Tracking (first-party): We store UTM parameters and referrer data in your browser's session storage to attribute your visit to the correct marketing source. This data is submitted with your assessment and form data.
7.3 Managing Cookies
You can control cookies through your browser settings. Most browsers allow you to refuse cookies, delete cookies, or receive a warning before a cookie is stored. Note that disabling certain cookies may impair some functionality of our website.
You can also opt out of specific tracking services:
8. SMS Communications
Important: You will only receive SMS messages from MetaGrowth Ventures if you have explicitly consented to do so. SMS consent is never required as a condition of purchase or service.
When you provide a phone number and check the SMS consent box on any of our forms, you consent to receive text messages from MetaGrowth Ventures at the number provided, including:
- Assessment results and follow-up recommendations
- Appointment confirmations and reminders
- Service-related updates and information
- Relevant business updates and resources
8.1 SMS Program Details
- Sender: MetaGrowth Ventures
- Message frequency: Message frequency varies based on your engagement and opt-in choices. Typically 2–8 messages per month.
- Message and data rates: Message and data rates may apply depending on your mobile carrier plan.
- To opt out: Reply STOP to any SMS message at any time to unsubscribe. You will receive one final confirmation message.
- For help: Reply HELP to any SMS message or contact us at info@metagrowth.ventures.
- Carriers: Carriers are not liable for delayed or undelivered messages.
- Consent is not a condition of purchase: You are not required to consent to SMS to receive our services or access our resources.
8.2 SMS Platform
Our SMS communications are delivered through GoHighLevel, which operates on registered 10DLC (10-digit long code) numbers for A2P (application-to-person) messaging, in compliance with CTIA guidelines and carrier requirements.
8.3 Revoking SMS Consent
In addition to texting STOP, you may revoke your SMS consent at any time by:
9. Email Communications
When you submit a form on our website, you may receive transactional and/or marketing emails from MetaGrowth Ventures. Specifically:
9.1 Transactional Emails
Sent automatically in response to your actions (cannot be opted out of without withdrawing your request):
- Assessment completion confirmation and report delivery
- Contact form acknowledgment and response
- Resource/PDF delivery after form submission
- Meeting confirmation and reminder emails
9.2 Marketing Emails
Sent through GoHighLevel's email automation based on your assessment results, engagement, and expressed interests:
- Follow-up recommendations based on your assessment score
- Revenue growth tips, frameworks, and resources
- Service announcements and invitations
- Event invitations (webinars, sessions, council meetings)
To opt out of marketing emails, click the "Unsubscribe" link at the bottom of any marketing email, or email info@metagrowth.ventures with "Unsubscribe" in the subject line. Transactional emails related to actions you have taken may continue even if you opt out of marketing emails.
10. Data Sharing & Disclosure
We do not sell your personal information to third parties. We may share your information in the following circumstances:
- Service providers: We share data with the third-party processors listed in Section 6 solely to operate our website and deliver our services. These providers are bound by data processing agreements and may not use your data for their own purposes.
- Legal requirements: We may disclose your information if required by law, subpoena, court order, or governmental authority, or to protect our rights, property, or safety or the rights of others.
- Business transfers: If MetaGrowth Ventures is acquired, merges with another company, or transfers assets, your information may be transferred as part of that transaction. We will notify you of any such change.
- With your consent: We will share your information in any other circumstance where we have your explicit consent.
We do not share your personal information with unaffiliated third parties for their own marketing purposes.
11. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including:
- CRM records (GoHighLevel): Retained indefinitely unless you request deletion or opt out of all communications
- Assessment data (Cloudflare KV): Retained for 180 days in our edge storage; persisted in GHL indefinitely
- Email records: Retained per our email provider's standard retention policies (typically 2–3 years)
- Analytics data: Google Analytics data is retained for 14 months (our configured retention period); Microsoft Clarity data per their standard policies
- Consent records: Retained for the duration of your relationship with us plus 5 years to demonstrate compliance
- Internal backups: May be retained for up to 2 years for disaster recovery purposes
You may request deletion of your personal information at any time (see Section 12).
12. Your Rights & Choices
Depending on your location, you may have the following rights regarding your personal information:
- Right to Access: Request a copy of the personal information we hold about you
- Right to Correction: Request that we correct inaccurate or incomplete information
- Right to Deletion: Request that we delete your personal information ("right to be forgotten")
- Right to Portability: Request your data in a structured, machine-readable format
- Right to Restrict Processing: Request that we limit how we use your data
- Right to Object: Object to certain types of processing, including direct marketing
- Right to Withdraw Consent: Withdraw consent for SMS or email marketing at any time
- Right to Opt Out of Sale: We do not sell personal information. This right is not applicable, but we honor it nonetheless.
To exercise any of these rights, contact us at info@metagrowth.ventures with your name and the specific request. We will respond within 30 days. We may need to verify your identity before processing your request.
13. Security
We implement industry-standard security measures to protect your personal information, including:
- HTTPS/TLS encryption for all data in transit
- Encrypted data storage at rest via Cloudflare's infrastructure
- Access controls limiting who can view personal data internally
- API key and secret rotation practices for integrations
- Regular security reviews of our code and infrastructure
Despite these measures, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security of your data. In the event of a data breach affecting your rights or freedoms, we will notify you as required by applicable law.
14. Children's Privacy
Our website and services are directed exclusively at business professionals and are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we learn we have collected information from a minor, we will delete that information promptly. If you believe we have collected information from a child, please contact us at info@metagrowth.ventures.
15. California & State Privacy Rights (CCPA/CPRA)
If you are a California resident, the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA) provide you with additional rights regarding your personal information.
15.1 Categories of Personal Information We Collect
In the preceding 12 months, we have collected the following categories of personal information:
- Identifiers (name, email, phone number, IP address)
- Commercial information (services considered, business characteristics)
- Internet or other electronic network activity (website usage data, analytics)
- Geolocation data (city/state level from IP address)
- Inferences drawn from other information (assessment score, stage classification, lead qualification)
- Sensitive personal information: We do not collect sensitive personal information as defined by CPRA
15.2 Business Purposes for Collection
We collect this information for the business purposes described in Section 4 of this policy.
15.3 Your California Rights
California residents have the right to know, delete, correct, opt out of sale/sharing, and limit use of sensitive personal information. We do not sell personal information and do not share personal information for cross-context behavioral advertising purposes (other than through pixels described in Section 7 for our own ad campaigns).
To exercise your California rights, contact us at info@metagrowth.ventures. We will not discriminate against you for exercising your rights.
Residents of Colorado, Connecticut, Virginia, Texas, Oregon, Montana, and other states with comprehensive privacy laws have similar rights under their respective state laws. We honor these rights for all users.
16. International Users & GDPR
MetaGrowth Ventures is based in the United States. If you access our website from outside the United States, please be aware that your information will be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your jurisdiction.
If you are located in the European Economic Area (EEA), United Kingdom, or Switzerland, the General Data Protection Regulation (GDPR) or applicable national laws may apply to our processing of your personal information.
16.1 Legal Bases for Processing
We process your personal information on the following legal bases:
- Consent: Where you have provided explicit consent (e.g., SMS communications, marketing emails)
- Contract performance: Where processing is necessary to deliver a service you have requested
- Legitimate interests: Where we have a legitimate business interest (e.g., analytics, lead qualification) that does not override your rights
- Legal obligation: Where we are required to process data to comply with applicable law
You may withdraw consent at any time by contacting us at info@metagrowth.ventures. Withdrawal of consent does not affect the lawfulness of processing prior to withdrawal.
17. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. When we make material changes, we will:
- Update the "Last Updated" date at the top of this page
- Post a notice on our website for 30 days following a material change
- Where required by law, notify you by email
We encourage you to review this Privacy Policy periodically. Your continued use of our website after changes are posted constitutes acceptance of the updated policy.
