Privacy Policy

This policy explains what information FirstClient LLC collects, how we use it, how we handle mobile and SMS data, and the choices you have.

Last updated: August 2026

1. Who we are

This website (firstclient.io) and our programs are operated by FirstClient LLC ("FirstClient", "we", "us", or "our"), 212 N. 2nd St., STE 100, Richmond, KY 40475, United States. This Privacy Policy applies to information we collect through our websites, landing pages, application and contact forms, SMS/text messaging program, and advertising, including lead forms served through third-party platforms such as Meta (Facebook and Instagram).

2. Information we collect

Information you provide

When you apply, request information, opt in to text messages, or contact us, we may collect your name, email address, phone number, the responses you give in our application or contact forms, and your SMS consent selections.

Information collected automatically

When you visit our websites, we and our providers may automatically collect device and usage information such as your IP address, browser type, pages viewed, referring pages, and the dates and times of your visits, through cookies, pixels, and similar technologies (see Section 5).

Information from advertising platforms

If you interact with our ads or submit a lead form on a platform such as Meta, that platform may share the information you provided (such as your name, email, and phone number) with us so we can follow up with you.

3. How we use your information

• To respond to your inquiries and contact you about your application;
• To provide, operate, and improve our programs, training, and resources;
• To send SMS/text messages you have consented to receive (see Section 6);
• To process applications and manage member accounts;
• To send you information, updates, and marketing about our programs, where permitted (you can opt out at any time);
• To measure and improve our advertising and website performance;
• To detect, prevent, and address fraud, abuse, or security issues; and
• To comply with legal obligations and enforce our terms.

4. How we share information

We do not sell your personal information. We may share it with:

• Service providers that help us operate our business — for example, hosting, customer-relationship management (CRM), SMS/messaging delivery, email, analytics, and, where applicable, payment processing. These providers may only use your information to perform services for us.
• Advertising and measurement partners such as Meta, to measure ad performance and reach relevant audiences (see Section 5).
• Legal and safety recipients when required by law, to respond to legal process, or to protect our rights, users, or the public.
• Business transfers — if we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

See Section 6 for how we handle mobile and SMS opt-in data specifically.

5. Cookies, pixels & tracking

We use cookies and similar technologies to run and improve our site and to measure our advertising. This includes the Meta Pixel and Meta's Conversions API, which help us understand how visitors interact with our ads and website and improve ad delivery. Where we send event information to Meta for measurement, contact identifiers such as email and phone number are hashed before transmission. We may also use website analytics tools to understand aggregate usage. You can control cookies through your browser settings, and you can manage ad personalization through your settings on the relevant advertising platform.

6. Mobile information & SMS messaging

We collect your phone number when you provide it through our forms, when you opt in to our SMS program, or through lead forms you submit. Providing your phone number by itself does not opt you in to text messages — SMS consent is collected separately and is optional. SMS opt-in consent is collected only through the application form on this website (firstclient.io/application), via the optional SMS consent checkbox next to our Terms and Privacy Policy links. We do not collect SMS opt-in consent through Meta, Facebook, Instagram, or any other third-party lead form; phone numbers received from those sources are used only for non-SMS follow-up (such as a phone call or email) unless and until you separately opt in to SMS on this website.

If you opt in, we may send you customer-care and transactional messages (such as follow-ups, appointment reminders, and information related to a request you made) and, only where you have separately consented, promotional or marketing messages. Consent to receive text messages is not a condition of any purchase. Message frequency varies. Message and data rates may apply. You can opt out at any time by replying STOP, and you can get help by replying HELP or contacting success@firstclient.io.

When you opt in, we record your consent, including the date and time, the specific consent you provided, and the form or page where the consent occurred.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the text messaging services that help us deliver the messages you requested (for example, our messaging platform and telecommunications provider). Those providers are contractually limited to using the information only to deliver our messages and may not use it for their own marketing.

7. Third-party services

Our site and operations rely on trusted third parties, which may include Meta Platforms (advertising and lead forms), our website host, our CRM, our SMS/messaging platform and telecommunications provider, and email and analytics tools. These parties process information under their own privacy policies and, where applicable, only to provide services to us. Our site may also contain links to third-party websites; we are not responsible for their privacy practices.

8. Data retention

We keep personal information for as long as needed to fulfill the purposes described in this policy, to provide our services, to comply with our legal obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we take reasonable steps to delete or de-identify it.

9. Your choices & rights

Depending on where you live, you may have the right to access, correct, delete, or receive a copy of your personal information, and to object to or restrict certain processing. You can unsubscribe from marketing emails at any time using the link in those emails, and you can opt out of SMS at any time by replying STOP. To make a request, email us at success@firstclient.io. We will respond consistent with applicable law and may need to verify your identity first.

10. Security

We use reasonable administrative, technical, and organizational measures designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

11. Children's privacy

Our websites and programs are intended for adults (18 and older). We do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us so we can remove it.

12. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. Material changes will be posted on this page.

13. Contact us

If you have questions about this policy or how we handle your information, contact us at success@firstclient.io or by mail:

See also our Terms & Conditions (including SMS/Text Messaging Terms) and our Apply page.