Privacy Policy

Effective Date: [Insert Date]

1. What We Collect

We collect the following personal information:

You provide: Name, email, phone number, business name, business details (via forms like our assessment or intake forms).
Automatically collected: IP address, browser type, pages visited, time on site (via Google Analytics and cookies).

2. How We Use Your Information

To deliver services, resources, and custom recommendations.
To communicate with you (reminders, follow-ups, check-ins).
For email marketing, newsletters, and special offers (if you opt in).
To analyze site performance and user behavior using Google Analytics.
To improve content, site usability, and service offerings.

3. Use of Cookies and Tracking

We use cookies, pixels, and analytics tools to understand user behavior and improve your experience. You can manage cookies through your browser settings.

4. Data Storage and Retention

Your information is stored in our secure WordPress backend and may also be managed through third-party services (email platforms, booking tools, CRM). We keep your data only as long as needed for legitimate business purposes or legal compliance.

5. Data Sharing

We never sell or rent your personal data.
We only share data with trusted third parties (e.g., analytics, email software, CRMs) to help us serve you better, and always under strict confidentiality agreements.

6. Your Rights

You have the right to:

Access the data we store about you
Request corrections
Request deletion of your personal data
Opt out of marketing communications
Adjust cookie settings via your browser

7. Data Security

All personal information is protected via secure servers and access protocols. While no system is 100% secure, we take data privacy seriously and act promptly in the event of a breach.

8. U.S. Residents and CCPA Compliance

If you are a California resident, you are entitled under the California Consumer Privacy Act (CCPA) to:

Request disclosure of the categories and specific pieces of personal data collected
Request deletion of personal data (with some exceptions)
Opt out of the sale of personal data (we do not sell data)
Not be discriminated against for exercising your rights

To make a CCPA-related request, please CONTACT US with “CCPA Request” in the subject line.

9. International Visitors

Our services and site are intended for U.S. residents only. We do not knowingly collect data from individuals in jurisdictions with broader data laws such as the GDPR.

10. Links to Other Websites

Our site may contain links to third-party websites or services that are not owned or controlled by Underpin Consulting.

We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites or services. You further acknowledge and agree that Underpin Consulting shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any such content, goods, or services available on or through any such external websites or services.

We strongly encourage you to review the privacy policies and terms and conditions of any third-party websites you visit.

11. Updates to This Policy

This privacy policy may be updated from time to time. The most recent version will always be posted here with an updated effective date.

12. Contact

For questions, data requests, or to manage your information:
CONTACT US