Privacy Policy

Updated 19 August 2026

Delegate and Done LLC (“we”, “us”), Baltimore, Maryland, United States, operates delegatedone.com and provides the Found-Money Audit, Found-Money Map, and Chase Engine services. This policy explains what we collect, why, who we share it with, and how to request deletion.

The short version. We collect contact and business information when you ask us for something or become a client. We use private storage for customer CRM uploads. We do not sell personal information or share mobile numbers for third-party marketing.

1. Information we collect

Website visitors

Standard platform and server information such as IP address, browser type, pages viewed, and aggregate analytics when enabled.

Found-Money Audit and enquiries

Your name, email address, and the business information you submit, including approximate client value, enquiry volume, list size, close rate, and follow-up practices.

Found-Money Map customers

Contact and business information, intake context, the CRM CSV you choose to upload, the resulting analysis, your customer report, and delivery records. The raw CSV and the derived Map are handled under different retention rules described below.

Chase Engine clients

Business details, onboarding responses, approved message content, CRM and pipeline configuration, service-performance data, and billing information processed by Stripe. We do not store full card numbers.

Our clients’ contacts

When operating a client’s Chase Engine or analyzing a Found-Money Map, we may process names, emails, phone numbers, CRM fields, and conversation history belonging to that client. The client is the controller and Delegate and Done acts on the client’s instructions for that data.

2. Why we collect it

To deliver the audit, Map, replies, and purchased services.
To determine whether Delegate and Done is a fit for your business.
To operate, secure, analyze, and improve the service.
To send relevant follow-up where permitted, with opt-out available.
To meet legal, payment, tax, messaging, and carrier obligations.

3. Text messages

If you provide a mobile number and consent to text messages, you may receive replies, appointment confirmations, reminders, and follow-up. Mobile information is not shared with third parties or affiliates for their own marketing or promotional purposes. Consent to texts is not required to complete the Found-Money Audit or purchase.

Reply STOP to opt out or HELP for assistance. Message frequency varies and message/data rates may apply.

4. Service providers

We use service providers to operate the website and service, including:

Webflow — website hosting and native form processing where used
HighLevel / LeadConnector — CRM, workflow automation, messaging, and email delivery
Stripe — payment processing
Vercel — secure application hosting and private file/report storage for the Found-Money Map
ManyChat — social direct-message handling where used
Meta Platforms — where you contact us through Instagram or Facebook

We do not sell your personal information or provide it to third parties for their own marketing.

5. Cookies and tracking

The site may use technologies needed for functionality, security, aggregate analytics, and advertising measurement when enabled. Browser settings can limit cookies, although some features may be affected.

6. Retention

Enquiries and audit requests: up to two years from last contact, or until a valid deletion request, unless longer retention is required.
Found-Money Map raw CRM CSV: scheduled for deletion thirty days after the first successful delivery of the Map. We retain the normalized findings, customer report, delivery record, and fulfillment metadata needed to provide and document the service.
Chase Engine operational records: for the engagement plus a reasonable export and transition period, then deleted unless legally required.
Billing records: retained as required for tax, accounting, and legal obligations.
Opt-out records: retained as needed to honour opt-outs.

7. Your rights

Depending on where you live, you may have rights to access, correct, delete, restrict, object to processing, obtain a portable copy, or stop marketing. Email hello@delegatedone.com to make a request.

8. Security

We use service providers and access controls designed to protect information in transit and at rest. Found-Money Map uploads are limited to approved CSV files, validated for type and size, stored privately, and accessed through buyer or staff authorization. No system is perfectly secure and we will not claim otherwise.

9. Children

Our service is for businesses and is not directed to people under 18.

10. Changes

We may update this policy. The date above will change and material changes will be communicated where required by law.

11. Contact

Delegate and Done LLC
Baltimore, Maryland, United States
hello@delegatedone.com
(240) 370-4376