Legal & Privacy Policy

Last Updated: 09 December 2025

At Forward Momentum, we're committed to protecting your privacy and being transparent about how we handle your information. This policy explains what we collect, how we use it, and who we share it with.

Website Analytics

Squarespace, our website host, collects information about how people use our website, including:

  • Your browser, network, and device information

  • The page you were on immediately before coming to our site (if you clicked a link to get here)

  • Your IP address

  • What you click on, search for, and how you navigate our site

Squarespace collects this data and shares it with us so we can improve our site and understand how visitors interact with it. (You can read their privacy policy here.)

Cookies

Like most websites, ours uses cookies (small files that download to your device when you visit). You can learn more about the specific cookies our website uses at the cookies Squarespace uses.

  • Required cookies are always active and help Squarespace securely serve our website to you.

  • Analytics cookies are only used when you accept our cookie banner. These help us see traffic patterns and improve your experience.

Contact Forms

When you fill out a form on our website, we collect the information you provide (like your name, email, phone number, and company details) so we can respond to your inquiry and manage our relationship with you.

We share this information with:

  • Squarespace – Our website platform

  • Capsule CRM – Where we manage client relationships and communications

  • Zapier – Helps us move data between our tools automatically

Scheduling & Meetings

When you book a meeting with us, we collect your name, email, phone number, time zone, and meeting preferences to coordinate appointments.

We use several services to make meetings happen:

  • Calendly – For scheduling and booking

  • Zoom – For video meetings

  • Google Calendar – For calendar management

  • Slack – For meeting coordination and project communications

Meeting Recordings: We may record video meetings and use transcription services to generate summaries, meeting notes, and action items. You'll always be notified before any recording begins, and you can decline to have the meeting recorded. These recordings and transcripts are used solely for our internal purposes: capturing decisions, tracking follow-ups, and ensuring we deliver on our commitments to you.

Working Together

Once we start working together, we collect additional information to deliver our services effectively, including contact details, business information, project documentation, and billing information.

We use these services to support our work:

  • Google Workspace – For email, document collaboration, and file storage

  • Slack – For team communications and direct client communications during projects

  • Capsule CRM – For managing our work together and keeping communications organized

  • QuickBooks – For invoicing and financial records

  • Zoom – For client meetings and consultations

How We Protect Your Information

We take reasonable steps to protect your information from unauthorized access or misuse. That said, no system is 100% secure, and we can't guarantee absolute security.

We only keep your information as long as we need it to provide our services, fulfill legal obligations, or resolve any issues that come up.

Third-Party Services

The services we use have their own privacy policies. We encourage you to review them:

Your Rights

Depending on where you live, you may have the right to:

  • Access your personal information

  • Correct inaccurate information

  • Request we delete your information

  • Object to how we're using your information

  • Request a copy of your data

To exercise these rights, just reach out to us using the contact information below.

Data Storage & International Transfers

Some of our service providers may store your information on servers outside your country. We make sure appropriate protections are in place wherever your data lives.

Changes to This Policy

We'll update this policy from time to time. When we do, we'll post the changes here with a new date.

Questions?

If you have any questions about this policy or how we handle your information, please contact us:

Forward Momentum LLC
info@forwardmomentum.llc