Privacy Policy

CLYDESDALE CONSULTING

Effective Date: May 21, 2026

Last Updated: May 21, 2026

Clydesdale Consulting ("Company," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website, engage our consulting services, or communicate with us via email or SMS.

Please read this policy carefully. By using our services or providing your personal information, you agree to the practices described in this Privacy Policy. If you do not agree, please discontinue use of our services.

1. INFORMATION WE COLLECT

1.1 Information You Provide Directly

We collect information you voluntarily provide to us, including:

Name, email address, phone number, and mailing address

Business name, job title, and industry

Billing and payment information (e.g., credit card details, billing address)

Communications you send us, including emails, contact form submissions, and SMS messages

Consultation intake forms and survey responses

1.2 Information Collected Automatically

When you visit our website, we may automatically collect certain technical and usage data, including:

IP address and device identifiers

Browser type, operating system, and device type

Pages visited, links clicked, and time spent on pages

Referring URLs and exit pages

Cookie data and similar tracking technologies

1.3 Information from Third Parties

We may receive information about you from third-party platforms and tools we use to operate our business, such as our CRM platform (GoHighLevel), payment processors, email marketing providers, and analytics services.

2. HOW WE USE YOUR INFORMATION

We use the information we collect for the following purposes:

To provide, manage, and deliver our business consulting services

To process payments and send invoices and receipts

To communicate with you about your account, projects, or inquiries

To send marketing emails and SMS messages where you have provided consent

To schedule and confirm appointments and consultations

To analyze website usage and improve our services

To comply with legal obligations and enforce our agreements

To detect, prevent, and respond to fraud or security incidents

3. EMAIL MARKETING

With your consent, we may send you marketing emails about our services, industry insights, promotions, and company updates. Specifically:

We will only send marketing emails to individuals who have opted in to receive them

Every marketing email will contain a clear and easy unsubscribe link

You may opt out of marketing emails at any time by clicking "Unsubscribe" in any email or by contacting us directly

Opting out of marketing emails will not affect transactional or service-related communications

We use third-party email service providers to send and manage our email communications. These providers process your email address and engagement data on our behalf and are contractually bound to protect your information.

4. SMS MARKETING

By providing your mobile phone number and opting in, you consent to receive recurring automated marketing text messages from Clydesdale Consulting. The following terms apply:

Consent to receive SMS messages is not a condition of purchasing any service

Message and data rates may apply depending on your mobile carrier plan

Message frequency may vary based on your engagement and our campaigns

To opt out at any time, reply STOP to any SMS message you receive from us

For help or support, reply HELP or contact us using the information below

Carriers are not liable for delayed or undelivered messages

We do not share your mobile phone number or SMS opt-in data with third parties for their own marketing purposes. Your phone number is used solely to communicate with you on behalf of Clydesdale Consulting.

By opting into SMS communications, you confirm that you are the account holder or have the account holder's permission to opt in using the provided number.

5. HOW WE SHARE YOUR INFORMATION

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

5.1 Service Providers

We work with trusted third-party vendors who assist us in operating our business. These may include payment processors, CRM platforms, email and SMS marketing providers, and website analytics tools. These vendors are permitted to use your information only as necessary to provide services to us and are bound by confidentiality obligations.

5.2 Legal Requirements

We may disclose your information if required to do so by law, regulation, or legal process, or if we believe disclosure is necessary to protect the rights, property, or safety of Clydesdale Consulting, our clients, or others.

5.3 Business Transfers

In the event of a merger, acquisition, sale of assets, or similar business transaction, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control of your personal information.

6. COOKIES AND TRACKING TECHNOLOGIES

Our website uses cookies and similar technologies to enhance your experience and gather analytics data. Types of cookies we use include:

Essential cookies: Required for the website to function properly

Analytics cookies: Help us understand how visitors use our site (e.g., Google Analytics)

Marketing cookies: Used to track effectiveness of our marketing campaigns

You can control or disable cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our website. By continuing to use our website, you consent to our use of cookies as described in this policy.

7. DATA RETENTION

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, including:

Client records: Retained for a minimum of 7 years to comply with applicable tax and business recordkeeping requirements

Marketing data: Retained until you opt out or request deletion

Website analytics: Retained in accordance with our analytics provider's data retention settings

When we no longer need your information, we will securely delete or anonymize it.

8. DATA SECURITY

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:

Secure, encrypted payment processing through PCI-compliant third-party processors

Password-protected access to our CRM and client management systems

Regular review of our data collection and storage practices

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security. In the event of a data breach that affects your rights or freedoms, we will notify you as required by applicable law.

9. YOUR RIGHTS AND CHOICES

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

Access: Request a copy of the personal information we hold about you

Correction: Request correction of inaccurate or incomplete information

Deletion: Request deletion of your personal information, subject to certain legal exceptions

Opt-out: Opt out of marketing emails and SMS communications at any time

Portability: Request a copy of your data in a portable format

To exercise any of these rights, please contact us using the information provided in Section 12. We will respond to your request within a reasonable timeframe and in accordance with applicable law.

10. CALIFORNIA RESIDENTS

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete your personal information, and the right to opt out of the sale of personal information.

We do not sell personal information as defined under the CCPA. To submit a California privacy request, please contact us at the information below. We will not discriminate against you for exercising your CCPA rights.

11. CHILDREN'S PRIVACY

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately and we will take steps to delete such information.

12. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make material changes, we will update the "Last Updated" date at the top of this policy and, where appropriate, notify you by email or through our website. Your continued use of our services after the effective date of any changes constitutes your acceptance of the updated policy.

13. CONTACT US

If you have questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact us:

Clydesdale Consulting

Business Address

Florida

Email: [email protected]

Phone: 801-944-6963

Website: www.clydesdaleconsulting.com

We will respond to all inquiries within 5 business days.