Trusted Trade Hub Privacy Policy

1. Information We Collect

We collect information in the following categories:

A. Information You Provide

• Name, email address, phone number

• Business name, role/category, service area, profile details

• Membership information and preferences

• Messages, questions, support requests, and concierge inquiries

• Event registrations, RSVP data, and participation details

• Information shared during onboarding calls, discovery calls, support calls, and concierge conversations

B. Payments

If you purchase a membership or event access, payments are processed by a third-party payment processor. We receive confirmation information such as payment status and invoices/receipts, but we do not store full payment card numbers.

C. Recordings, Transcripts, Notes, and Derived Content

We may collect:

• Audio/video recordings of meetings, calls, trainings, and events, whether in-person or virtual

• Recordings of onboarding calls, discovery calls, concierge calls, and support calls

• Transcripts, summaries, notes, recaps, clips, and other derived content created from recordings, including through AI-enabled tools

• Internal notes regarding member goals, opportunities, interests, introductions, and follow-up actions

D. Member Networking, Matching, and Relationship Data

To support concierge services, introductions, and ecosystem matching, we may store and process:

• Participation history, attendance, RSVP activity, and level of involvement

• Stated interests, goals, business needs, and areas of opportunity

• Notes related to introductions, relationships, referrals, and relevant opportunities

• Transcript-derived insights, recommendations, and relationship intelligence used to help identify relevant member connections

E. Device and Usage Data

We may automatically collect:

• IP address and approximate location derived from it

• Device/browser type and operating system

• Pages viewed, clicks, session duration, and log data

F. Cookies and Similar Technologies

We use cookies and similar technologies for login/session functionality, security, analytics, and attribution. You can control cookies via browser settings and, where available, our cookie preference tools.

2. How We Use Information

We use information to:

• Provide and operate the Services, including membership access, events, portal tools, and concierge support

• Facilitate connections among members and introductions to relevant third parties where appropriate

• Conduct onboarding calls, discovery calls, support calls, and concierge interactions

• Record, transcribe, summarize, and maintain a replay or content library for operational and member-service purposes

• Generate insights, relationship intelligence, recommendations, and follow-up actions from recordings, transcripts, notes, participation data, and stated member interests

• Identify relevant people, partnerships, introductions, and opportunities for members

• Provide personalized concierge support and member recommendations

• Send transactional messages such as confirmations, reminders, receipts, and policy updates

• Send marketing emails and texts where you have opted in or where otherwise permitted by law

• Improve operations, service quality, member experience, and feature performance, including AI-enabled features

• Detect and prevent fraud, abuse, and violations of our Terms

• Comply with legal obligations and enforce agreements

We do not use this information to make legal, financial, or other professional decisions on your behalf, and any recommendations or insights generated through our Services are for general business and networking support purposes only.

3. How We Share Information

We do not sell personal information. We may share information as follows:

A. With Other Members

If you participate in member directory or community features, certain profile information, including business contact details, may be visible to other members inside the member portal, depending on system settings and your participation.

Members are prohibited from scraping, compiling lists, mass marketing, or misusing member information. Violations may result in termination.

B. Introductions to Third Parties

If you request or accept an introduction, or if concierge services facilitate a connection you agree to, we may share limited information necessary to complete the introduction, such as your name, company, contact information, and relevant business context.

C. Internal Access for Operations and Concierge Services

Recordings, transcripts, summaries, notes, relationship data, and related insights may be accessed by PivotNest personnel, contractors, administrators, and service providers who reasonably need that information for:

• concierge support

• member matching and introductions

• onboarding and discovery

• customer support

• training and quality assurance

• operations and service improvement

• safety, legal compliance, and abuse prevention

D. Service Providers

We use vendors to operate the Services, such as hosting, CRM, email/SMS delivery, conferencing, analytics, payment processing, support tools, transcription tools, and AI tooling. These service providers process data on our behalf under contracts requiring appropriate protection.

E. Affiliate Relationships and Promotions

We may operate affiliate programs where individuals or partners receive compensation for promoting membership. We may use tracking links or codes to attribute referrals. We do not provide your contact information to third parties for their independent marketing unless you separately consent where required by law.

F. Legal, Safety, and Business Transfers

We may disclose information to comply with law, enforce policies, protect safety, investigate misuse, or as part of a merger, acquisition, restructuring, or sale of assets.

4. Email, Phone, and SMS Communications

A. Email

We may send:

• Transactional emails, such as membership/account notices, event details, receipts, and support updates

• Marketing emails, such as events, announcements, and offers, where you have opted in or where otherwise permitted

• Marketing emails include an unsubscribe option.

B. SMS/Text Messages

If you provide your phone number and opt in, or otherwise consent where required, we may send SMS/MMS messages for:

• Event invitations, confirmations, and reminders

• Membership updates and community announcements

• Concierge coordination and support

• Marketing/promotional messages where you have opted in or where otherwise permitted

Message frequency varies. Message and data rates may apply.
Reply STOP to opt out. Reply HELP for help.
You may also contact us at [email protected] or +1 (615) 808-7123.

SMS consent is not sold and is not shared with third parties for their independent marketing.

C. Group Text Visibility

If a group-message format is used, your phone number may be visible to other participants in that group.

5. Recording, Transcripts, Intelligence, and Public Posting

We may record some meetings, onboarding calls, discovery calls, concierge calls, support calls, and events, and may create transcripts, summaries, notes, clips, recaps, and replay content.

We may use those recordings and derived materials to:

• support concierge services

• improve member support and service quality

• generate insights and relationship intelligence

• facilitate introductions and opportunities

• maintain internal records and operational continuity

• train staff and improve our processes

• provide replay or educational content to members

• publish excerpts publicly, where applicable and disclosed

Where feasible, we will provide notice in event descriptions, registration materials, onboarding flows, scheduling flows, or at the start of the session.

If you do not wish to be recorded or appear in publicly posted content, do not participate in the recorded portion and contact us in advance where feasible.

Where required by law, we will obtain consent before recording. By participating in a session after notice is provided, you consent to the recording, storage, transcription, and use of that session as described in this Privacy Policy.

6. Data Retention

We retain information as long as reasonably necessary to provide the Services, maintain business records, support member services, resolve disputes, enforce agreements, and comply with legal obligations.

Recordings, transcripts, summaries, notes, relationship data, and related insights may be retained for:

• operational continuity

• member support

• concierge services

• relationship-building and matching

• training and quality assurance

• safety and abuse prevention

• content-library purposes

• legal and compliance requirements

You may request deletion of certain information by contacting us, but we may retain limited information where necessary for legal, operational, backup, safety, accounting, or compliance reasons.

7. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information. No system can be guaranteed secure.

8. Your Choices and Requests

You may:

• Opt out of marketing emails via unsubscribe links

• Opt out of SMS by replying STOP

• Request access, correction, or deletion by emailing [email protected]

We may verify your identity before fulfilling certain requests.

Please note that if information has been incorporated into internal records, backups, legal/compliance logs, or recordings that are not reasonably editable, deletion may be limited to the extent permitted by law.

9. Children’s Privacy

The Services are intended for adults age 18 and older. We do not knowingly collect personal information from children.

10. Changes to This Privacy Policy

We may update this policy from time to time. We will update the “Last Updated” date and post the updated version.