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Privacy Policy

Last Updated: 6/30/26

At The Small Business Forge, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and protect your personal information when you visit our website, purchase our products, or use our Services. By using our website or Services, you agree to the practices described in this policy.

1. Information We Collect

We may collect the following types of information:

Personal Information. Your name, email address, billing address, and payment details when you make a purchase, enroll in a program, or subscribe to our newsletter.

Account Information. Login credentials and account preferences associated with your account on our platform.

Business Information. Details you share with us during coaching sessions, the Small Business Audit, or other direct services, including information about your business, goals, financials, and operations. This information is used solely to deliver the Service you purchased and is not shared with third parties except as required by law.

Usage Data. Information about how you interact with our website, including pages visited, time spent, and links clicked, collected through cookies and analytics tools such as Google Analytics / Meta Pixel.

Communication Information. Any details you provide when contacting our support team, completing a form, or responding to surveys.

2. How We Use Your Information

We use the information we collect to:

  • Deliver the products and Services you have purchased or requested
  • Process payments and manage your account
  • Personalize your experience and tailor content to your interests
  • Send transactional emails, program updates, and promotional communications (you may opt out at any time)
  • Improve our website, programs, and Services
  • Comply with legal obligations

3. Sharing Your Information

We do not sell your personal information. We may share your data with trusted third-party service providers solely to operate our business, including:

Payment Processing. Your payment details are handled directly and securely by our payment processor and are not stored on our servers.

Email Marketing. We use a third-party email platform to manage our newsletter and email communications.

Analytics. We use analytics tools to understand how visitors interact with our website and improve our content and Services.

Legal Compliance. We may disclose your information when required to comply with applicable laws, regulations, or legal proceedings, or to protect the rights, safety, or property of The Small Business Forge.

All third-party providers are required to handle your data in accordance with applicable privacy laws.

4. Business Information from Coaching and Audit Clients

When you engage in our 1:1 Coaching or Small Business Audit Services, you may share sensitive business information including financial data, operational details, and strategic plans. This information is used exclusively to deliver your Service and is kept strictly confidential. We do not share, sell, or use this information for any purpose beyond the scope of your engagement with us.

5. Your Rights

You have the following rights regarding your personal information:

Access and Portability. You may request a copy of the personal data we hold about you.

Correction. You may update or correct your personal information at any time by contacting us or updating your account settings.

Deletion. You may request deletion of your personal data, subject to any legal or operational requirements that require us to retain certain information.

Opt-Out. You may unsubscribe from promotional emails at any time by clicking the unsubscribe link in any of our emails or contacting us directly.

California Residents. If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to request deletion, and the right to opt out of the sale of your personal information (we do not sell personal information). To exercise your rights, please contact us at support@thesmallbusinessforge.com.

To exercise any of the rights above, please contact us at support@thesmallbusinessforge.com.

6. Data Retention

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements.

Course, toolkit, and digital product purchases. Purchase history and account information are retained indefinitely to support your access to our products and assist with any future customer service needs, unless you request deletion.

Newsletter and marketing data. Retained for as long as you remain subscribed. Upon unsubscribing, your data will be deleted within 30 days of a deletion request.

Payment and transaction records. Retained for a minimum of 7 years in accordance with applicable tax and accounting laws.

Coaching and Audit business information. Sensitive business information shared during 1:1 Coaching or Small Business Audit engagements is retained for 12 months following the conclusion of your engagement. After that period, it will be securely deleted upon request.

7. Security

We take appropriate technical and organizational measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

8. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your experience and analyze website performance. Cookies we use may include:

Essential cookies. Required for the website to function properly.

Analytics cookies. Used to understand how visitors interact with our website.

Marketing cookies. Used to deliver relevant content and track the effectiveness of our marketing.

You can manage or disable cookies through your browser settings at any time. Note that disabling certain cookies may affect the functionality of our website.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies before providing any personal information.

10. Children's Privacy

Our Services are intended for adults aged 18 and older. We do not knowingly collect personal information from anyone under the age of 18. If you believe a minor has provided us with personal information, please contact us at support@thesmallbusinessforge.com and we will take steps to delete it.

11. Updates to This Policy

We may update this Privacy Policy periodically. Material changes will be reflected by an updated effective date at the top of this page. We encourage you to review this page regularly. Your continued use of our website or Services after any changes constitutes your acceptance of the updated policy.

12. Contact Us

If you have questions or concerns about this Privacy Policy or how we handle your personal information, please contact us at support@thesmallbusinessforge.com.