Privacy Policy
Last updated: May 1, 2026
Trinity One Consulting ("we", "us", "our") respects your privacy. This policy explains what information we collect when you interact with us through advertising forms (including Meta Lead Ads), our website, or direct communication, and how we use and protect that information.
What we collect
When you submit an inquiry (e.g., the Dream Manager intro form on Meta), we collect:
- Your full name
- Email address
- Phone number
- Company name
- Whether the inquiry is for a team or for yourself
- Approximate team size
We may also receive standard metadata (timestamp, ad source) from the platform that delivered your inquiry.
How we use it
- To follow up about the program or service you inquired about (typically within 24 hours).
- To send a small number of follow-up emails over the next ~7 days if we don't hear back.
- To maintain a record of our communications in our CRM (Zoho).
- To occasionally share program updates, podcast episodes (The Dream Dividend), or related content. You can opt out at any time.
Where it's stored
Your information is stored in our customer relationship management system (Zoho CRM) and supporting automation infrastructure (Supabase, hosted on US-based cloud providers). We use commercially reasonable security practices to protect it.
Sharing
We do not sell your information. We share it only with vendors that help us run our business (CRM, email delivery, scheduling), and only to the extent necessary for them to provide their service.
Your choices
- Unsubscribe from emails at any time using the link in the footer of any email.
- Request deletion of your information by emailing us (see below).
- Request a copy of the information we hold about you by emailing us.
Cookies & analytics
This website uses minimal cookies for basic analytics. We do not run third-party advertising trackers on this site.
Changes to this policy
If we make material changes, we'll update the "Last updated" date above and, where appropriate, notify you directly.
Contact
Questions about this policy or your data?
Kevin Patrick
Trinity One Consulting
Email: kevin@trinityoneconsulting.com
Phone: 904-466-8737