Privacy Policy

Effective May 28, 2026 · Last updated May 28, 2026

Modern Clarity LLC (“Modern Clarity,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect, how we use it, how we share it, and the choices you have about it when you visit our websites, use our services, communicate with us, or interact with our diagnostic tools and chat features.

By using our websites or services, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our websites or services.

This Policy applies to information collected through:

• The Modern Clarity website at modernclarity.io and any subdomain (including site.modernclarity.io)
• Forms, surveys, and the diagnostic scorecard hosted on third-party platforms we use to collect information on our behalf
• The on-site chat widget
• Phone calls, SMS / text messages, and emails between you and Modern Clarity
• Booked appointments, consultations, and discovery calls
• Any other interactions where you provide information to Modern Clarity directly

This Policy does not apply to the websites, products, or services of any third party, including any service we link to or integrate with. Those parties have their own privacy policies, which we encourage you to read.

1. About Modern Clarity

Modern Clarity LLC is a Florida limited liability company headquartered at:

We provide operations consulting, customer-reactivation campaigns, and revenue-recovery services to home services businesses, including but not limited to HVAC operators. As part of delivering these services, we work with several third-party technology platforms — described in Section 6 — that handle data on our behalf.

2. Information We Collect

2.1 Information you provide directly

When you interact with us, you may choose to provide:

• Identity information. Your name, business name, job title, and (where you choose to share it) the name of the business you operate or represent.
• Contact information. Your email address, business mailing address, and telephone number — including, where you opt in, a mobile phone number for SMS communications.
• Diagnostic responses. Answers you submit through the Revenue Leak Diagnostic or any other scorecard, survey, or form on our website. This may include information about your business operations, revenue, staffing, customer counts, technology stack, and similar.
• Communications content. The content of emails, SMS / text messages, voicemails, chat-widget messages, and any other communications you send to us.
• Appointment and meeting information. Calendar availability, attendee names, and the date / time of any booked discovery or consulting call.
• Payment information. If you become a paying client, billing information collected by our payment processor on our behalf. We do not store full credit card numbers on our own systems.
• Any other information you voluntarily share. Free-text fields in any form, document, or message.

2.2 Information collected automatically

When you visit our websites, we and the third-party platforms we use may automatically collect certain technical information, including:

• Device and browser information. IP address, browser type and version, operating system, screen resolution, language preference, and device identifiers.
• Usage information. Pages viewed, links clicked, the page you came from, the page you went to, time spent on pages, and approximate location derived from IP address (city / region level only).
• Cookies and similar technologies. As described in Section 8.
• Referral information. The URL of the website that referred you to us, including UTM tracking parameters in inbound links.

2.3 Information received from third parties

We may receive information about you from:

• Service providers. The third-party platforms named in Section 6 share data with us about how you have interacted with their systems on our behalf.
• Partners and referrals. If a current client, business partner, or referrer introduces you to us, they may share your name and contact information with us so we can reach out.
• Publicly available sources. Public business directories, professional networking sites (e.g., LinkedIn), and public records.

3. How We Collect Information

We collect information through:

• Forms and the Revenue Leak Diagnostic scorecard on our website (hosted by our scoring platform — see Section 6)
• The on-site chat widget (hosted by our messaging platform — see Section 6)
• Direct emails, SMS / text messages, voicemails, and phone calls you initiate or respond to
• Booked appointments and meeting attendance
• Cookies and similar tracking technologies on our website
• Server logs maintained by our hosting provider

4. How We Use Your Information

We use the information we collect for the following purposes:

• To deliver our services to you and to current or prospective clients, including conducting consultations, audits, and ongoing engagements.
• To respond to your inquiries and follow up on requests, questions, or messages you send us through any channel.
• To schedule and confirm appointments including discovery calls, consultations, and ongoing client work sessions.
• To send transactional communications including appointment confirmations, follow-ups, account updates, contract documents, invoices, and other communications related to a service you have requested.
• To send marketing and informational communications about our services, where you have provided consent for us to do so (see Section 5 and Section 7).
• To operate, maintain, and improve our websites and services including diagnosing technical problems, measuring page performance, and refining our content.
• To analyze how visitors use our website in aggregate so we can improve content, navigation, and user experience.
• To prevent fraud, enforce our Terms of Service, and protect our legal rights including investigating potential violations of our Terms.
• To comply with applicable laws and respond to lawful requests from courts, law enforcement, or other authorities.

We do not use your information for automated decision-making that has legal or similarly significant effects on you.

5. Legal Basis for Processing (For Individuals in Applicable Jurisdictions)

Where required by law (including the European Economic Area, the United Kingdom, and similar jurisdictions), we process personal information on the following legal bases:

• Consent — for example, where you opt in to receive SMS or email marketing communications, or where you submit information through our diagnostic scorecard.
• Performance of a contract — for example, where we are providing services to you or your business under an engagement agreement.
• Legitimate interests — for example, to operate our business, improve our services, secure our systems, and communicate with current and prospective clients in a manner consistent with their reasonable expectations.
• Compliance with a legal obligation — for example, retaining records to satisfy tax or regulatory requirements.

You have the right to withdraw consent at any time where consent is the legal basis for processing.

6. How We Share Your Information

We do not sell your personal information.

We share your information only as described below.

6.1 Third-party service providers (“processors”) we use

We share information with the following categories of service providers who process data on our behalf:

Each of these providers is bound by contractual obligations to use the information only as instructed by us and to protect it appropriately.

6.2 Other parties we may share with

• Professional advisors. Lawyers, accountants, and auditors, where necessary for them to advise us.
• Successors. In connection with any merger, acquisition, financing, reorganization, or sale of business assets, in which case privacy commitments will transfer to the successor entity.
• Legal and safety reasons. Where we believe in good faith that disclosure is necessary to (a) comply with a legal obligation, court order, or government request, (b) enforce our Terms of Service or other agreements, (c) detect, prevent, or address fraud, security, or technical issues, or (d) protect the rights, property, or safety of Modern Clarity, our clients, or others.
• With your direction or consent. Where you direct us to share information with a third party.

6.3 We do not sell, rent, or share your information for cross-context behavioral advertising

We do not sell your personal information for money or other valuable consideration. We do not share your information with third parties for their own marketing or cross-context behavioral advertising purposes.

6.4 SMS opt-in data is never shared with third parties for marketing

Mobile phone numbers and SMS opt-in consent are never shared with any third party — including affiliates, partners, or marketers — for the purpose of sending marketing or promotional messages. SMS opt-in data is used solely to deliver the messaging service you have requested from Modern Clarity and is shared only with the messaging carriers, aggregators, and service providers (listed in Section 6.1) required to actually deliver those messages.

7. SMS / Text Messaging

If you provide us your mobile number and opt in to receive SMS / text messages from Modern Clarity:

• Consent is opt-in only. We send SMS messages only after you have given express prior consent through a clear, dedicated opt-in (a form checkbox, a reply confirming consent, or similar). You are not required to consent to SMS messages as a condition of any purchase or service.
• Types of messages. We send appointment confirmations and reminders, follow-ups, and (where you have opted in) informational and marketing messages about our services.
• Frequency. Message frequency varies depending on your activity and the services you have engaged with. You may receive multiple messages per week during active engagements.
• Message and data rates. Message and data rates may apply. Your wireless carrier may charge you for sending and receiving SMS messages depending on your plan.
• Opt-out at any time. You can opt out of SMS messages at any time by replying STOP to any message we send you. You will receive a confirmation message and will not receive further marketing or informational SMS messages from us. Transactional messages related to an active engagement may continue where necessary.
• Get help. Reply HELP to any message to receive a response with contact information and assistance.
• Carriers. Carriers and service providers are not liable for delayed or undelivered messages.
• Identification. Each marketing or informational message will identify Modern Clarity as the sender.
• No sharing of opt-in data. As stated in Section 6.4, your mobile number and SMS opt-in consent are not shared with any third party for marketing purposes.

By providing your mobile number and opting in, you consent to receive these messages. You may withdraw consent at any time by replying STOP or by contacting us at the email or phone in Section 16.

8. Cookies and Tracking Technologies

Our websites use cookies and similar tracking technologies (such as web beacons, pixels, and local storage) to operate, personalize, and improve the site experience.

We use the following categories of cookies and tracking:

• Strictly necessary cookies. Required for the website to function — for example, to remember session state and to load the chat widget. These cannot be disabled without breaking site functionality.
• Analytics cookies. Used to understand in aggregate how visitors use our site, which pages perform well, and where improvements are needed.
• Functional cookies. Used to remember preferences (such as cookie-consent choices and chat-session state).
• Third-party cookies. Set by the third-party service providers listed in Section 6, including the chat widget and analytics tools.

You can control cookies through your browser settings. Most browsers let you refuse, accept, or delete cookies. Refusing some cookies may limit certain features of our websites.

We do not respond to “Do Not Track” browser signals at this time because there is no industry-standard interpretation of those signals.

9. Data Retention

We retain personal information for as long as is reasonably necessary for the purposes described in this Policy, subject to the following general retention periods:

• Prospects and inquiries. Contact information and inquiry records are retained for up to 3 years from your last interaction with us, after which they are deleted or anonymized unless you have become a client.
• Clients. Engagement-related records, contract documents, communications, and billing records are retained for the duration of the engagement and for 7 years after the engagement ends, to satisfy tax and regulatory recordkeeping requirements.
• Diagnostic responses. Scorecard responses are retained for up to 3 years from submission unless you become a client (in which case the longer retention above applies).
• SMS / email opt-in records. Records demonstrating consent (and any subsequent opt-out) are retained for at least 5 years as required by carrier and regulatory rules.
• Website server logs. Retained for 90 days unless required longer for security investigation.
• Aggregated and anonymized data. May be retained indefinitely because it cannot be tied back to you.

You may request earlier deletion of your personal information as described in Section 11. We may retain information necessary to comply with our legal obligations, resolve disputes, and enforce our agreements even after a deletion request.

10. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information from loss, theft, misuse, and unauthorized access, disclosure, alteration, or destruction. These include:

• TLS encryption for data in transit between your browser and our websites and service providers
• Encrypted storage of sensitive data by our service providers
• Access controls limiting which personnel can access personal information
• Vendor due diligence on the third parties listed in Section 6

No method of transmission over the internet or storage system is completely secure. We cannot guarantee absolute security of your information.

If we become aware of a data breach affecting your personal information, we will notify you and the appropriate authorities as required by applicable law.

11. Your Privacy Rights

You have rights regarding the personal information we hold about you. The rights available to you depend on where you live.

11.1 All users — general rights

Regardless of where you live, you may:

• Access the personal information we hold about you
• Correct inaccurate or incomplete information
• Delete personal information, subject to retention periods required by law or by our legitimate business needs (Section 9)
• Opt out of marketing emails (use the “unsubscribe” link in any marketing email)
• Opt out of marketing SMS (reply STOP to any marketing message)

To exercise these rights, contact us using the information in Section 16. We will respond within a reasonable time and, in most cases, within 30 days.

11.2 California residents — CCPA / CPRA rights

If you are a California resident, the California Consumer Privacy Act, as amended by the California Privacy Rights Act (“CCPA / CPRA”), gives you the following additional rights:

• Right to know. Request that we disclose what categories of personal information we collect, the sources, the purposes of collection, the categories of third parties we share it with, and the specific pieces of personal information we have about you.
• Right to delete. Request that we delete personal information we have collected from you, subject to certain exceptions.
• Right to correct. Request that we correct inaccurate personal information.
• Right to opt out of sale or sharing. We do not sell or share (for cross-context behavioral advertising) personal information, so there is nothing to opt out of in this category. We commit not to start without notice.
• Right to limit use of sensitive personal information. We do not use sensitive personal information for purposes that would trigger this right.
• Right to non-discrimination. We will not discriminate against you for exercising any of these rights.

Categories of personal information we collect. For the 12 months preceding the Effective Date of this Policy, we have collected the following categories of personal information from California residents (using the categories defined in Cal. Civ. Code § 1798.140):

• Identifiers (name, email, phone, IP address)
• Customer records (contact and business information)
• Commercial information (services requested)
• Internet or other electronic activity (browsing, interactions with our site)
• Geolocation data (approximate, IP-derived)
• Audio, electronic, visual, or similar information (call recordings where applicable)
• Professional or employment information (your role and the business you represent)
• Inferences drawn from the above

We use these categories for the purposes described in Section 4 and disclose them to the categories of recipients described in Section 6.

To exercise your CCPA / CPRA rights, email hello@modernclarity.io with the subject line “California Privacy Request” or call (561) 245-0482. We may need to verify your identity before fulfilling your request. You may also designate an authorized agent to act on your behalf.

11.3 Other US states

Residents of other US states that have enacted comprehensive privacy laws (including Colorado, Connecticut, Virginia, Utah, Texas, Florida, Oregon, Montana, and others, where applicable to Modern Clarity's processing) may have rights similar to those described above. Contact us using the information in Section 16 to exercise these rights.

11.4 European Economic Area, United Kingdom, and Switzerland

If you are located in the EEA, UK, or Switzerland, you may have additional rights under the GDPR or equivalent local law, including the right to data portability, the right to object to processing based on legitimate interests, the right to restrict processing, and the right to lodge a complaint with your local supervisory authority.

12. Children's Privacy

Our websites and services are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If you are a parent or guardian and believe your child has provided us personal information, please contact us using the information in Section 16 and we will delete it.

In some jurisdictions, the relevant age is higher (e.g., 16 in parts of Europe). In those jurisdictions, we do not knowingly collect personal information from children below the applicable age without verified parental consent.

13. International Users

Modern Clarity is based in the United States, and our service providers are located primarily in the United States. If you access our websites from outside the United States, your information will be transferred to, stored in, and processed in the United States and other countries where our service providers operate.

The data-protection laws of the United States may differ from those in your country. By using our websites or services, you consent to this transfer, storage, and processing.

Where required by law (for example, for transfers from the EEA, UK, or Switzerland), we rely on Standard Contractual Clauses or other approved transfer mechanisms with our service providers.

14. Third-Party Links and Services

Our websites may link to or embed third-party websites, services, or content (including the booking calendar, the diagnostic scorecard, and the chat widget). This Policy does not apply to those third parties. Their collection, use, and disclosure of information are governed by their own privacy policies. We encourage you to read them.

15. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page. If the changes are material, we will provide additional notice — for example, by email to addresses we have on file or by a prominent notice on our website — before the changes take effect.

Continued use of our websites or services after a change becomes effective constitutes your acceptance of the updated Policy.

16. Contact Us

If you have any questions, comments, or requests regarding this Privacy Policy or our privacy practices, contact us:

For California Consumer Privacy Act / California Privacy Rights Act requests, please use the subject line “California Privacy Request” so we can route the request correctly.

For SMS opt-out, reply STOP to any SMS message you receive from us. For SMS help, reply HELP or contact us at the email or phone above.

Modern Clarity LLC is a Florida limited liability company. This Privacy Policy is governed by the laws of the State of Florida, without regard to its conflict-of-laws principles.