Privacy Policy

Chartline Group LLC

Effective Date: 17 September 2026

Chartline Group LLC ("Chartline," "we," "our," or "us") is a Massachusetts limited liability company. We operate this website and the brands and websites listed here, including Chartline Consulting (www.chartlineconsulting.com) and Chartline Group (www.chartlinegroup.com).

This Privacy Policy explains how we collect, use, disclose, store and protect personal information when you visit our websites, book a consultation, purchase our services, subscribe to our communications, attend our events, or otherwise interact with us.

By using our websites or services, you agree to this Privacy Policy.

1. Information We Collect

We may collect the following categories of personal information:

• Full name and business name

• Email address

• Telephone and mobile number

• Mailing address

• Job title and professional background

• Information you provide when booking consultations, submitting forms, or registering for events

• Business information you share in the course of an engagement

• Payment information (collected and processed by third-party payment processors; we do not store full payment card numbers)

• Website usage data collected through cookies and analytics, including IP address, browser type, device type, pages visited and referring URL

• Records of your communications with us, including email, SMS and call records

You are not required to provide personal information, but without it we may be unable to provide certain services.

We do not knowingly collect sensitive personal information as that term is defined under applicable state privacy law, and we ask that you not submit it to us.

2. How We Use Your Information

We use personal information to:

• Provide consulting, advisory, coaching, education and related business services

• Process bookings, purchases, invoices and event registrations

• Communicate with you about appointments, engagements and customer support

• Send newsletters, updates, educational content and promotional offers, where you have opted in

• Send transactional and marketing text messages, where you have separately opted in

• Improve our services, programs and websites

• Analyze website performance and marketing effectiveness

• Detect, prevent and address fraud, abuse and security issues

• Comply with legal, tax and regulatory obligations

3. Legal Basis and Consent

We collect and use personal information with your consent, to perform a contract with you, to pursue our legitimate business interests, or as required by law.

Where we rely on consent, you may withdraw it at any time by contacting us, though this may limit our ability to provide services.

4. Email Marketing

If you subscribe to our mailing list, request information, or become a client, we may send you emails about our services, events and programs.

Every marketing email includes an unsubscribe link and our physical mailing address, as required by the CAN-SPAM Act. You may unsubscribe at any time using that link or by contacting us directly. We honor unsubscribe requests within ten (10) business days.

We will continue to send you transactional messages relating to an active engagement, such as appointment confirmations and invoices, even after you unsubscribe from marketing email.

5. SMS and Text Messaging

We send text messages only to individuals who have provided express written consent to receive them, consistent with the Telephone Consumer Protection Act (TCPA).

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Message frequency varies. Message and data rates may apply. Reply STOP to any message to opt out. Reply HELP for assistance, or contact us at the details in Section 15.

Full terms governing our messaging program are set out in our SMS Terms and Conditions.

6. Cookies and Website Analytics

Our websites use cookies and similar technologies, including pixels and tags, to operate the site, remember your preferences, understand how visitors use our websites, and measure advertising performance.

Cookies may collect:

• Pages visited and time spent on the site

• Browser and device type

• Approximate geographic location derived from IP address

• Referral source and campaign identifiers

• Whether you have previously visited or submitted a form

We use both first-party cookies and cookies set by third-party providers, which may include analytics and advertising platforms. Some of these providers may use cookies to serve you advertising on other websites.

You can disable or delete cookies through your browser settings. Doing so may affect website functionality. Some browsers offer a Global Privacy Control signal, which we honor where required by law.

7. Third-Party Service Providers

We use trusted third-party providers to operate parts of our business, including:

• Payment processors

• Customer relationship management (CRM), marketing automation and funnel platforms

• Email and SMS delivery platforms

• Website hosting and content delivery

• Analytics and advertising providers

• Video conferencing and scheduling tools

• Accounting, bookkeeping and legal service providers

These providers receive only the information necessary to perform their services and are contractually or legally required to protect it. They are not permitted to use your information for their own marketing purposes.

8. Disclosure of Personal Information

We do not sell your personal information, and we do not share it for cross-context behavioral advertising in exchange for money or other valuable consideration.

We may disclose personal information:

• With your consent

• To service providers who assist us in operating our business, as described above

• To professional advisors, including attorneys, accountants and insurers

• In connection with a merger, acquisition, financing or sale of all or part of our business, subject to this Policy

• Where required by law, subpoena, court order or governmental request

• To establish, exercise or defend legal claims, or to protect the rights, property or safety of Chartline Group LLC, our clients or others

Mobile opt-in data and SMS consent are excluded from all sharing, as stated in Section 5.

9. Data Retention

We retain personal information only as long as necessary for the purposes described in this Policy, or as required by law.

• Client engagement records and related correspondence: seven (7) years after the engagement ends

• Financial and tax records: seven (7) years, as required by IRS and Massachusetts recordkeeping rules

• SMS and email consent records: at least four (4) years after consent is withdrawn, to evidence compliance with the TCPA and CAN-SPAM

• Marketing contact records: until you unsubscribe or request deletion, subject to suppression-list requirements

• Website analytics data: generally twenty-six (26) months

We retain a minimal suppression record of unsubscribed contacts indefinitely, solely to ensure we do not contact you again.

10. Data Security

We maintain a Written Information Security Program and take reasonable administrative, technical and physical safeguards to protect personal information from misuse, loss, unauthorized access, modification and disclosure, consistent with Massachusetts 201 CMR 17.00.

No method of electronic transmission or storage is completely secure. We cannot guarantee absolute security.

If a breach of security involving your personal information occurs, we will notify you and the appropriate authorities as required by Massachusetts General Laws Chapter 93H and other applicable law.

11. Your Rights

You may request that we:

• Confirm whether we hold personal information about you

• Provide a copy of that information

• Correct information that is inaccurate, incomplete or out of date

• Delete information we no longer need to retain

• Stop sending you marketing communications

To make a request, contact us using the details in Section 15. We will verify your identity before responding and will respond within forty-five (45) days, or sooner where required by law.

12. California Residents

If you are a California resident, the California Consumer Privacy Act as amended by the California Privacy Rights Act gives you the right to know what personal information we collect, use, disclose and retain; to request deletion; to request correction; to opt out of the sale or sharing of personal information; to limit the use of sensitive personal information; and to be free from discrimination for exercising these rights.

We do not sell or share personal information as those terms are defined under the CCPA/CPRA.

The categories of personal information we collect, the purposes for which we use them, and the categories of third parties to whom we disclose them are described in Sections 1, 2, 7 and 8. To exercise your rights, contact us at the details in Section 15. You may designate an authorized agent to make a request on your behalf, subject to verification.

Residents of other states with comprehensive privacy laws, including Colorado, Connecticut, Virginia, Utah and Texas, may have similar rights and may contact us the same way.

13. Children's Privacy

Our websites and services are intended for individuals aged eighteen (18) years and over. We do not knowingly collect personal information from anyone under thirteen (13), consistent with the Children's Online Privacy Protection Act. If we learn we have collected such information, we will delete it.

14. External Websites

Our websites may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites. Review their privacy policies before providing personal information.

15. Contact Us

For questions about this Privacy Policy, to exercise your rights, or to make a privacy complaint:

Chartline Group LLC
90 Cranberry Lane
Centerville, MA 02632
United States

Email: [email protected]
Phone: +1 (508) 500-1290

We respond to privacy requests within forty-five (45) days.

16. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes are published on this page with a revised Effective Date and take effect upon publication.

Material changes will be communicated by email to active clients and subscribers.

Your continued use of our websites or services constitutes acceptance of the updated Policy.