Privacy Policy

1. Who We Are

Mercer Franklin LLC is a marketing advisory firm organized under the laws of the State of Tennessee. For purposes of this Privacy Policy, Mercer Franklin LLC is the "controller" of personal information collected through this Site — meaning we determine the purposes and means of processing that information.

Our contact information is provided at the end of this Policy.

2. Information We Collect

We collect information in three ways: information you provide directly, information collected automatically when you visit the Site, and information obtained from third-party sources.

2.1 Information You Provide Directly

When you submit an inquiry form or initiate contact through the Site, we collect:

• First and last name;
• Company or organization name;
• Professional email address;
• The contents of any message or inquiry you submit.

When you initiate a voice conversation through our AI voice agent, we collect:

• A recording and transcription of the conversation;
• Any information you voluntarily provide during the conversation.

2.2 Information Collected Automatically

When you visit the Site, we and our third-party service providers automatically collect certain information, including:

• IP address and general geographic location derived from IP address;
• Browser type, version, and language settings;
• Device type and operating system;
• Pages viewed, time spent on pages, and navigation path;
• Referring URL or source (including UTM campaign parameters);
• Mouse movements, clicks, and scrolling behavior (session recording);
• Information entered into forms prior to submission (subject to masking of sensitive fields).

This information is collected through cookies, pixels, tags, and similar tracking technologies as described in Section 4 below.

2.3 Information Obtained from Third-Party Sources

We use visitor identification and firmographic intelligence technology that may, based on your IP address or other device identifiers, retrieve information about the company or organization you are associated with, including:

• Company or organization name;
• Industry and company size;
• Your professional role, title, or job function;
• Your professional email address or other publicly available professional contact information.

This information is sourced from publicly available professional databases and is used in a business-to-business context for the purpose of identifying potential clients and initiating professional outreach.

3. How We Use Your Information

We use the information we collect for the following purposes:

4. Cookies and Tracking Technologies

We and our third-party service providers use cookies, web beacons, pixels, tags, and similar technologies on this Site. Below is a summary of the categories of tracking technologies in use:

Managing Cookies

Most web browsers allow you to control cookies through browser settings. You can also opt out of interest-based advertising from participating companies through the following industry tools:

• Google: adssettings.google.com
• Meta: Your Facebook or Instagram account's Ad Preferences settings
• LinkedIn: Your LinkedIn account's Advertising Preferences
• Network Advertising Initiative: optout.networkadvertising.org
• Digital Advertising Alliance: optout.aboutads.info

Please note that opting out of interest-based advertising does not prevent us from collecting information about your visit to the Site through other means, and does not prevent us from conducting outreach based on information identified through visitor identification technology.

5. How We Share Information

We do not sell personal information. We share information only in the following circumstances:

5.1 Service Providers

We share information with third-party vendors and service providers that assist us in operating the Site, running our marketing operations, and managing client relationships. These include our customer relationship management platform (currently GoHighLevel), analytics providers, advertising platforms, visitor identification vendors, and AI voice technology providers. These parties are authorized to use your information only as necessary to provide services to us.

5.2 Advertising Platforms

Through the use of pixels and tags described in Section 4, we share hashed or anonymized event data with Google, Meta, and LinkedIn for the purpose of delivering retargeted advertising. The use of that data by those platforms is governed by their respective privacy policies.

5.3 Business Transfers

If Mercer Franklin LLC undergoes a merger, acquisition, sale of assets, or similar transaction, information held by us may be transferred as part of that transaction. We will notify you of any such transfer and any applicable changes to this Privacy Policy.

5.4 Legal Requirements

We may disclose information if required to do so by law or in the good-faith belief that such disclosure is necessary to comply with a legal obligation, protect and defend the rights or property of Mercer Franklin, prevent fraud or illegal activity, or protect the personal safety of any person.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, maintain accurate business records, and comply with our legal obligations. In general:

• Contact form submissions and CRM records are retained for the duration of the business relationship and for a reasonable period thereafter;
• AI voice agent recordings and transcriptions are retained for a period sufficient for quality review and follow-up purposes, and then deleted or anonymized;
• Analytics and behavioral data is retained in accordance with the settings and retention policies of the applicable third-party platforms;
• Information obtained through visitor identification technology is retained in our CRM for business development purposes until no longer relevant.

7. Your Choices and Rights

Because this Site is operated in a business-to-business context and is directed to professionals acting in a commercial capacity, it is not subject to the California Consumer Privacy Act (CCPA) B2C obligations or similar consumer-facing state privacy laws with respect to information collected through visitor identification technology or in connection with B2B commercial communications. However, we respect the following rights:

Opt-Out of Commercial Outreach

If you have received outreach from Mercer Franklin based on information identified through visitor identification technology and you do not wish to receive further communications, you may request removal by contacting us at the address below. We will honor opt-out requests promptly.

Opt-Out of Interest-Based Advertising

You may opt out of interest-based advertising through the tools described in Section 4 above.

Access and Correction

If you have submitted information through a contact form and wish to access, correct, or delete that information from our records, you may contact us at the address below. We will respond to reasonable requests within 30 days.

Do Not Track

Some browsers transmit "Do Not Track" signals to websites. Our Site does not currently respond to these signals in a standardized way. You may use the opt-out tools described in Section 4 to limit behavioral tracking.

8. Tennessee Privacy Context

Mercer Franklin LLC is organized under the laws of the State of Tennessee and operates primarily in a business-to-business context. Tennessee's Information Protection Act (TIPA), effective July 1, 2025, applies to controllers processing personal information of Tennessee consumers acting in a personal, family, or household capacity. Because this Site is directed exclusively to professionals acting in a commercial capacity, and because the personal information we collect is collected and used in a B2B commercial context, TIPA's consumer-rights provisions are not directly applicable to most of the processing described in this Policy. Nonetheless, we are committed to responsible data practices consistent with TIPA's principles.

9. Security

We implement reasonable administrative, technical, and physical security measures designed to protect the information we collect from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the Internet and no method of electronic storage is completely secure. We cannot guarantee absolute security and are not responsible for the actions of third parties who gain unauthorized access through means beyond our reasonable control.

10. Third-Party Platforms and Links

The Site may contain links to third-party websites or may integrate third-party services (including scheduling tools, payment processors, or meeting platforms). These third parties have their own privacy policies, which govern the collection and use of information you provide to them. We are not responsible for the privacy practices of third parties, and this Policy does not apply to information collected by third parties through their own platforms or services.

11. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted to this page with an updated effective date. We encourage you to review this Policy periodically. Your continued use of the Site following the posting of changes constitutes your acceptance of those changes.

12. Contact

Questions, requests, or concerns regarding this Privacy Policy or our data practices may be directed to: