Privacy Policy.

Effective Date: October 14, 2026
Last Updated: October 14, 2026

1. Introduction

The MSP Marketing ("Company," "we," "us," or "our") is a marketing and sales technology business based in Bakersfield, California.

The MSP Marketing operates the following websites and services:

• The MSP Marketing: https://themspmarketing.com

• MSPOS: https://mspos.tech

MSPOS is a product of The MSP Marketing. It is a marketing and sales operating system designed primarily for managed service providers (MSPs) and other business technology organizations.

We respect your privacy and are committed to protecting personal information collected through our websites, products, marketing services, customer relationship management systems, and business communications.

This Privacy Policy explains what information we collect, how we use it, how it may be shared, and the choices and rights available to individuals.

This policy applies to visitors, prospective customers, customers, and other individuals interacting with The MSP Marketing or MSPOS.

It also describes certain data processing activities performed through MSPOS on behalf of participating business customers.

By using our websites or services, you acknowledge that you have been provided this Privacy Policy. Where applicable law requires consent, we will request it separately.

2. Information We Collect

We collect information directly from individuals, automatically through digital interactions, and from authorized third-party sources.

Information You Provide

Depending on your interactions with us, we may collect:

• First and last name

• Business name and job title

• Business email address

• Telephone number

• Business mailing address and geographic location

• Company website and industry

• Business interests and service requirements

• Information submitted through forms, surveys, registrations, and resource requests

• Appointment requests and scheduling information

• Communications with our team

• Account registration and subscription information

• Billing and transaction information

• Other information voluntarily provided

Information Collected Automatically

When you visit our websites or interact with marketing communications, we may collect:

• IP address and approximate geographic location

• Browser, operating system, and device information

• Pages visited and referring websites

• Website navigation and interactions

• Dates and times of visits

• Email delivery, open, and click activity

• Resource downloads and form submissions

• Appointment bookings

• Communication responses

• Cookie identifiers and similar technical information

The information collected depends on the technologies and services enabled.

Information From Third Parties

We may obtain business contact information from authorized sources, including:

• Business contact data providers

• Publicly available business directories

• Professional networking platforms

• Referral partners

• Marketing and sales technology providers

• Existing business relationships

This information may be used for lawful B2B marketing, business development, and customer relationship management activities.

3. How We Use Information

We may use personal information to:

• Provide and improve our products and services

• Respond to inquiries and requests

• Deliver marketing and educational communications

• Schedule consultations and demonstrations

• Manage customer accounts and subscriptions

• Personalize communications based on business interests

• Operate CRM and marketing automation systems

• Measure campaign engagement and performance

• Analyze prospect interests and behavioral signals

• Support lead scoring and qualification

• Identify appropriate sales follow-up opportunities

• Manage sales activities and customer relationships

• Provide AI-assisted administrative functions

• Generate reports and operational insights

• Maintain website and platform security

• Prevent fraud and unauthorized activity

• Comply with legal and contractual obligations

Where required, we rely on appropriate consent or other legally permitted grounds for processing personal information.

4. MSPOS Behavioral Tracking and Marketing Intelligence

MSPOS is designed to help businesses understand prospect engagement and manage marketing and sales activities through behavioral intelligence, automation, and structured sales processes.

Depending on the features enabled, MSPOS may collect, process, and analyze information about interactions with marketing communications, websites, landing pages, forms, and CRM activities.

Email Engagement Tracking

MSPOS may process information relating to:

• Email delivery and engagement

• Email opens, where technically available

• Clicks on educational content

• Clicks on resources and downloadable materials

• Clicks on service and solution pages

• Replies to marketing communications

• Other measurable email interactions

This information may be used to identify interests, personalize future communications, and support behavioral lead qualification.

Website Behavioral Tracking

MSPOS may use website tracking technologies to analyze interactions with websites operated by participating businesses.

Depending on the features enabled and applicable privacy requirements, this may include:

• Visits to educational articles and blog pages

• Visits to service and solution pages

• Visits to landing pages

• Visits to resource pages

• Repeat website visits

• Website navigation patterns

• Form submissions

• Appointment scheduling activities

• Other relevant digital interactions

Website engagement information may be associated with an identifiable CRM contact when technically possible and legally permitted.

Advanced website behavioral tracking may be implemented through website scripts, tracking technologies, third-party integrations, or other authorized methods.

The availability and scope of these features may vary by customer and implementation.

Behavioral Lead Scoring and Qualification

MSPOS may evaluate engagement activity to identify patterns that suggest interest in particular business services.

Depending on the configuration, the platform may:

• Assign engagement scores to qualifying activities

• Categorize interactions by interest or relevance

• Identify repeated or meaningful engagement

• Evaluate combinations of engagement activities

• Determine whether predefined marketing qualification criteria have been met

• Trigger appropriate marketing or sales workflows

Lead scores and engagement classifications are intended to support business marketing and sales operations.

A high engagement score does not automatically establish that a prospect is qualified to purchase a product or service.

MSPOS may use predefined behavioral qualification rules to identify marketing-qualified leads and notify authorized sales personnel when follow-up may be appropriate.

These processes are not intended to make decisions regarding employment, credit, insurance, housing, or other similarly significant matters.

5. Artificial Intelligence and Automated Processing

The MSP Marketing and MSPOS use or may incorporate artificial intelligence technologies to support marketing, sales administration, reporting, customer relationship management, and business automation.

These technologies may include services provided by:

• OpenAI, including ChatGPT Business and related business AI services

• Anthropic, including Claude

• Other authorized AI technology and automation providers

Depending on the services enabled, information processed through AI systems may include:

• Business contact information

• CRM records

• Prospect engagement history

• Marketing communication history

• Sales notes and activities

• Appointment information

• Workflow and task information

• Other information reasonably necessary to provide authorized services

AI-Assisted Sales Administration

MSPOS may include AI-assisted sales administration features, including Pulse, the MSPOS AI Sales Admin Agent.

Depending on the features enabled, these tools may:

• Summarize prospect activity and engagement

• Organize CRM information

• Identify outstanding follow-up activities

• Recommend appropriate next steps

• Support task management

• Generate operational summaries

• Assist with sales workflow administration

• Help authorized sales personnel understand prospect interactions

These systems are designed to assist human users, not replace their responsibility for business decisions.

AI-generated information may contain errors or incomplete interpretations and should be reviewed by authorized personnel when appropriate.

Third-Party AI Processing

Information submitted to authorized AI service providers may be processed according to the providers' applicable business agreements, privacy terms, and data protection commitments.

We seek to use appropriate business-oriented services and safeguards when processing customer or prospect information.

We do not represent that every AI provider follows identical data retention, storage, or model-training practices.

Our use of AI providers is subject to applicable service configurations, agreements, and legal requirements.

6. Marketing Automation and Personalized Communications

The MSP Marketing and MSPOS may use automated workflows to deliver communications based on contact information, business interests, previous interactions, and engagement activity.

These workflows may include:

• Educational email campaigns

• Resource delivery

• Event invitations

• Prospect nurturing sequences

• Appointment reminders

• Follow-up communications

• Customer onboarding communications

• Re-engagement campaigns

• Sales activity notifications

Communications may be adjusted based on interactions, responses, or other relevant information.

Automated marketing communications are subject to applicable legal requirements and available opt-out preferences.

7. How We Share Personal Information

We do not sell personal information for monetary compensation.

We may disclose personal information to authorized third parties when reasonably necessary to provide our services, operate our business, or comply with legal obligations.

These parties may include:

Technology and Hosting Providers: Providers of cloud infrastructure, website hosting, data storage, and technical support.

CRM and Marketing Platforms: Providers that support contact management, marketing automation, email communications, and sales workflows.

AI and Automation Providers: Authorized services that assist with data analysis, workflow automation, reporting, and AI-supported functions.

Analytics and Tracking Providers: Services used to measure website traffic, digital interactions, and marketing effectiveness.

Payment Processors: Providers that facilitate payments and subscription transactions.

Professional Advisors: Legal, accounting, technical, and other professional service providers.

Legal Authorities: Government agencies, courts, and other parties when disclosure is required or otherwise permitted by law.

Business Transaction Participants: Relevant parties involved in a merger, acquisition, restructuring, or sale of business assets.

We may also disclose relevant contact and engagement information to participating MSPOS customers and their authorized users.

Although we do not sell personal information for monetary compensation, certain advertising, analytics, or tracking disclosures may be considered a sale or sharing under applicable privacy laws. Where applicable, we will provide required notices and opt-out choices.

8. Customer Information Processed Through MSPOS

MSPOS is used by independent business customers to manage their own marketing, CRM, and sales activities.

These customers may import, collect, store, and process information relating to their prospects, customers, and business contacts.

Depending on the circumstances, The MSP Marketing may act as a service provider or data processor on behalf of these customers.

Participating customers generally determine:

• Which contacts are imported into their accounts

• What information is collected through their marketing activities

• Which marketing communications are delivered

• Which tracking features are enabled

• How engagement information is used

• Which sales personnel may access contact information

• How customer-specific workflows operate

Participating businesses are responsible for their own privacy notices, legally required consents, communication practices, and compliance obligations.

Individuals seeking to exercise privacy rights relating to information controlled by an MSPOS customer should generally contact that business directly.

Where appropriate, The MSP Marketing will assist participating customers with verified privacy requests.

9. Cookies, Pixels, and Tracking Technologies

Our websites and services may use cookies, tracking pixels, scripts, and similar technologies.

These technologies may support:

• Website functionality

• User preferences

• Traffic analysis

• Marketing campaign measurement

• Email engagement tracking

• Behavioral analytics

• Website personalization

• Advertising and remarketing, where enabled

• Security and fraud prevention

Some technologies are necessary for website functionality, while others may be optional or subject to consent requirements.

Visitors may be able to manage certain tracking technologies through browser settings, available cookie preference tools, or other provided privacy controls.

Where required by applicable law, we will obtain consent before activating nonessential tracking technologies.

Disabling certain technologies may affect website functionality or personalization.

10. Email Marketing and Opt-Out Rights

We may send commercial communications relating to our products, services, educational resources, events, and business offerings.

These communications may be based on a prior business relationship, an inquiry, a subscription, or other lawful marketing activity.

Recipients may unsubscribe from promotional emails by selecting the unsubscribe link included in the communication.

We honor applicable unsubscribe requests in accordance with legal requirements.

Unsubscribing from promotional communications does not necessarily prevent delivery of essential transactional, account, security, or service-related messages.

We follow applicable commercial email laws, including the CAN-SPAM Act.

11. Telephone and SMS Communications

The MSP Marketing and participating MSPOS customers may use telephone and text messaging services where enabled.

When required by law, appropriate consent will be obtained before sending marketing text messages or using regulated automated calling technologies.

Recipients of applicable SMS programs may opt out by replying STOP or following the instructions provided in the message.

Message and data rates may apply.

Consent to receive marketing text messages is not a condition of purchasing products or services.

Participating MSPOS customers may maintain their own messaging programs and associated consent requirements.

12. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information.

Depending on the systems involved, these safeguards may include:

• User authentication

• Role-based access controls

• Account permissions

• Secure data transmission

• Encryption technologies

• Vendor security practices

• Restricted access to customer information

• System monitoring

• Security maintenance

• Internal data handling procedures

No method of electronic storage or transmission is completely secure.

Although we take reasonable precautions, we cannot guarantee absolute security.

If a security incident occurs, we will evaluate and respond in accordance with applicable legal and contractual requirements.

13. Data Retention

We retain personal information for as long as reasonably necessary to provide services, fulfill business purposes, comply with legal obligations, resolve disputes, and enforce agreements.

Retention periods may depend on:

• The type of information collected

• The purpose of processing

• Customer instructions

• Contractual obligations

• Applicable legal requirements

• Security and operational needs

When information is no longer reasonably necessary, we take appropriate steps to delete, de-identify, or securely dispose of it, subject to applicable exceptions.

Information processed on behalf of MSPOS customers may be retained according to customer agreements and applicable instructions.

14. Your Privacy Rights

Depending on your location and applicable privacy laws, you may have the right to:

• Request access to personal information

• Request correction of inaccurate information

• Request deletion of certain information

• Obtain a copy of certain information

• Opt out of certain marketing communications

• Opt out of certain sales, sharing, or targeted advertising activities

• Limit certain uses of sensitive personal information

• Withdraw consent where applicable

• Appeal certain privacy request decisions

These rights may be subject to legal exceptions and verification requirements.

To submit a privacy request, contact us using the information provided in Section 21.

We may request information necessary to verify your identity or authority before fulfilling a request.

We will not unlawfully discriminate against individuals for exercising applicable privacy rights.

15. California Privacy Rights

The MSP Marketing is based in Bakersfield, California.

California residents may have additional rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act, when those laws apply to our business and processing activities.

Depending on eligibility and applicable law, these rights may include:

• The right to know what personal information is collected and disclosed

• The right to request deletion

• The right to correct inaccurate information

• The right to access certain personal information

• The right to opt out of certain sales or sharing

• The right to limit certain uses of sensitive personal information

• The right to non-discrimination for exercising privacy rights

Where required, we will provide appropriate privacy request methods and honor applicable opt-out preference signals, including Global Privacy Control.

Additional California-specific disclosures or notices may be provided where legally required.

16. International Data Processing

Our websites and services are primarily intended for business users in the United States.

However, authorized service providers or personnel may process information from locations outside the United States.

Where required by applicable law, we will implement appropriate safeguards for international transfers of personal information.

Individuals outside the United States may have additional rights under applicable local privacy laws.

17. Third-Party Websites and Integrations

Our websites and services may contain links to or integrate with third-party websites, applications, and platforms.

These may include business websites, professional networks, scheduling tools, payment systems, analytics platforms, and other technology services.

We are not responsible for the privacy practices of third-party websites or services that we do not control.

We encourage users to review the applicable privacy policies of those third parties.

18. Children's Privacy

Our websites and services are intended for business and professional audiences.

They are not directed toward children under the age of 13.

We do not knowingly collect personal information directly from children under 13.

If we become aware that such information has been collected in violation of applicable law, we will take appropriate steps to delete it.

Parents or guardians who believe a child has provided personal information may contact us.

19. Business Transfers

If The MSP Marketing is involved in a merger, acquisition, restructuring, financing, sale of assets, or similar transaction, relevant information may be transferred as part of that transaction.

Such transfers will be subject to applicable legal requirements and appropriate safeguards.

20. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our business operations, services, technology, legal requirements, or data processing practices.

This includes changes involving MSPOS functionality, behavioral tracking, AI technologies, marketing automation, and third-party integrations.

When updates are made, the Last Updated date at the beginning of this policy will be revised.

Where required by law, we will provide additional notice or obtain appropriate consent for material changes.

We encourage visitors and customers to review this policy periodically.

21. Contact Information

If you have questions about this Privacy Policy, our data processing practices, or your privacy rights, please contact:

The MSP Marketing
Product: MSPOS
Location: Bakersfield, California, USA

Websites:
themspmarketing.com
mspos.tech

Privacy Contact Email: [email protected]

Business Mailing Address: 1600 Mill Rock Way, Bakersfield CA 93311

Please provide sufficient details for us to understand and respond to your request.

© 2026 The MSP Marketing. All rights reserved.

MSPOS is a product of The MSP Marketing.