Privacy Policy

Last Updated: 9/10/25

1. Information We Collect

Information You Provide Directly

When you interact with our services, including through LinkedIn lead generation forms, we may collect:

• Contact Information: Name, email address, phone number, company name, job title
• Professional Information: Industry, company size, role responsibilities, business challenges
• Communication Content: Messages you send us, consultation notes, project requirements
• Service Preferences: Platform preferences (Trello, ClickUp, Monday.com, Asana), project scope, timeline preferences

Information Collected Automatically

When you visit our website or interact with our digital content:

• Usage Data: Pages viewed, time spent on pages, click patterns, referral sources
• Device Information: IP address, browser type, operating system, device identifiers
• LinkedIn Interaction Data: Information about how you interact with our LinkedIn ads and content

2. How We Use Your Information

We use your personal information for the following purposes:

Service Delivery

• Provide SOP consulting services and coaching
• Customize our services to your business needs
• Communicate about projects, schedules, and deliverables
• Provide customer support and respond to inquiries

Business Operations

• Process payments and maintain business records
• Analyze service effectiveness and improve our offerings
• Generate insights about industry trends and best practices
• Comply with legal and regulatory requirements

Marketing and Communication

• Send you relevant information about our services
• Share educational content and industry insights
• Notify you about new services or offerings
• Conduct surveys and gather feedback

3. Information Sharing and Disclosure

We do not sell your personal information. We may share your information in the following limited circumstances:

Service Providers

We may share information with trusted third-party service providers who help us deliver our services:

• Cloud storage and computing services
• Email marketing and communication platforms
• Payment processing services
• Analytics and performance monitoring tools

Legal Requirements

We may disclose your information when required by law or to:

• Comply with legal processes, regulations, or government requests
• Protect our rights, property, or safety
• Prevent fraud or other illegal activities
• Enforce our terms of service

Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.

4. Data Retention

We retain your personal information for as long as necessary to:

• Provide our services and maintain our business relationship
• Comply with legal obligations and resolve disputes
• Generally, we retain client information for 7 years after our last interaction
• Marketing contacts are retained until you opt out or after 3 years of inactivity

5. Your Rights and Choices

Depending on your location, you may have the following rights regarding your personal information:

Access and Portability

• Request a copy of the personal information we hold about you
• Receive your data in a portable format

Correction and Updates

• Correct inaccurate or incomplete information
• Update your contact preferences

Deletion

• Request deletion of your personal information (subject to legal retention requirements)
• Withdraw consent for processing where applicable

Marketing Preferences

• Opt out of marketing communications at any time
• Choose which types of communications you receive
• Unsubscribe links are provided in all marketing emails

6. Data Security

We implement appropriate technical and organizational measures to protect your personal information:

• Encryption of data in transit and at rest
• Regular security assessments and updates
• Access controls and employee training
• Secure data centers and backup systems

While we take security seriously, no system is completely secure. We cannot guarantee absolute security of your information.

7. Cookies and Tracking

Our website uses cookies and similar technologies to:

• Remember your preferences and settings
• Analyze website performance and usage
• Provide personalized content and advertisements
• Enable social media features

You can control cookies through your browser settings. Disabling cookies may affect website functionality.

8. Third-Party Services

Our services integrate with or link to third-party platforms and services:

• LinkedIn: For advertising and lead generation
• Project Management Tools: Trello, ClickUp, Monday.com, Asana
• Communication Tools: Calendly, email platforms
• Analytics: Google Analytics, website performance tools

These third parties have their own privacy policies, which we encourage you to review.

9. International Data Transfers

We may transfer your personal information to countries outside your residence, including the United States. We ensure appropriate safeguards are in place, including:

• Standard contractual clauses approved by relevant authorities
• Adequacy decisions by relevant data protection authorities
• Other lawful transfer mechanisms as applicable

10. Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or applicable laws. We will:

• Post the updated policy on our website
• Update the "Last Updated" date
• Notify you of material changes via email or prominent notice
• Obtain your consent where required by law