Legal
Privacy Policy
SCALEOS - Revenue Architecture for HubSpot
Operated by Scaling Matters LLC
Effective Date: March 1, 2026
1. Introduction
This Privacy Policy describes how Scaling Matters LLC, a Florida limited liability company ("Company", "we", "us", or "our"), collects, processes, uses, stores, and protects personal data in connection with:
- Our website
- Kickstart subscription services
- Architecture infrastructure engagements
- CRM automation deployments
- Sales, onboarding, and support communications
- Any related services (collectively, the "Services")
By accessing our website or using our Services, you acknowledge that you have read and understood this Privacy Policy.
Where required by applicable law, continued use of the website or Services constitutes consent to the processing described herein.
2. Scope
This Privacy Policy applies to:
- Website visitors
- Business prospects
- Clients (B2B only)
- Representatives and employees of client organizations
- Individuals interacting with us
Our Services are intended exclusively for business use (B2B).
3. Categories of Data Collected
We may process:
3.1 Website Data
- Name
- Email address
- Company name
- IP address
- Browser and device information
- Analytics and cookie data
3.2 Communication Data
- Email correspondence
- Meeting notes and recordings (if disclosed)
- Support communications
3.3 Client Account & CRM Data (Automation Processing)
When providing Kickstart or Architecture services, we may access, process, analyze, restructure, and automate data stored within the Client's HubSpot environment.
This may include:
- Contact data (names, emails, phone numbers)
- Company records
- Deal and pipeline information
- Lifecycle stages
- Communication logs
- Form submissions
- Behavioral tracking data
- Internal notes
- Custom properties
- Workflow histories
- Reporting structures
This processing may involve large-scale structured CRM data.
4. CRM Automation and Data Processing
4.1 Role of the Company
In connection with CRM automation and revenue architecture deployment:
- The Client remains the data controller of its HubSpot environment.
- The Company acts as a service provider and/or data processor, depending on applicable law.
- We process CRM data strictly on documented Client instructions and solely for the purpose of delivering the Services.
4.2 Nature of Processing
Processing activities may include:
- Data mapping and restructuring
- Lifecycle automation configuration
- Workflow creation and modification
- Pipeline architecture deployment
- Routing logic implementation
- Reporting normalization
- KPI data alignment
- System debugging and validation
We do not independently determine the purposes of processing Client CRM data.
4.3 Scope of Access
To deliver Services, we may be granted administrative or technical access to the Client Environment.
Such access may allow visibility into all CRM records and associated personal data stored within HubSpot.
Access is limited to what is reasonably necessary to perform the Services.
4.4 No Independent Data Use
We do not:
- Sell Client data
- Use Client CRM data for marketing
- Share CRM data with unauthorized third parties
- Use Client CRM data to train models or develop unrelated products
CRM data remains under Client ownership and control.
5. Legal Basis for Processing
Depending on jurisdiction, we rely on:
- Performance of contract
- Legitimate business interest
- Legal obligation
- Consent (where required)
For EU/EEA data subjects, processing is conducted in accordance with GDPR principles.
6. International Transfers
As a U.S.-based company, data may be processed in the United States.
Where applicable, we implement safeguards including:
- Standard Contractual Clauses (SCCs)
- Contractual data protection commitments
- Technical and organizational safeguards
7. Data Security
We implement reasonable administrative, technical, and organizational measures to protect personal data, including:
- Access controls
- Role-based permissions
- Secure authentication
- Confidentiality obligations
- Secure communication channels
However, no system can guarantee absolute security.
8. Data Retention
We retain personal data only as long as necessary for:
- Contract performance
- Legal compliance
- Legitimate business purposes
Client CRM data remains stored within the Client's HubSpot environment.
Upon termination of Services, we do not retain CRM data except as required by law or contractual obligations.
9. Data Processing Agreement (DPA)
Where required by law (including GDPR), the parties shall enter into a separate Data Processing Agreement governing:
- Processing instructions
- Security measures
- Subprocessor terms
- Data transfer mechanisms
The DPA shall control in case of conflict regarding data processing matters.
10. Cookies and Website Tracking
Our website may use:
- Essential cookies
- Analytics tools
- Security monitoring
Where legally required, consent mechanisms are implemented.
11. Data Sharing
We may share personal data with:
- Payment processors (e.g., Stripe)
- Cloud service providers
- Professional advisors
- Authorities where legally required
We do not sell personal data.
12. Individual Rights
Subject to applicable law, individuals may have the right to:
- Access
- Rectification
- Deletion
- Restriction
- Objection
- Data portability
Requests may be submitted to: hello@scalingmatters.com
We may verify identity prior to processing requests.
13. California Privacy Rights
For California residents, we comply with CCPA/CPRA.
We do not sell or share personal data as defined under California law.
14. Children's Data
Services are not directed toward individuals under 18.
15. Changes to This Policy
We may update this Privacy Policy periodically.
Continued use of the Services constitutes acceptance of updates.
16. Contact
Scaling Matters LLC
3833 Powerline Rd Ste 801-C
Fort Lauderdale, FL 33309
USA
Email: hello@scalingmatters.com