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Privacy Policy

Effective Date: June 5, 2025

Last Updated: February 12, 2026

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Optimize 360 Consulting ("we", "us", or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website or interact with us online. By using our website, you agree to the terms of this Privacy Policy.

1. Scope of This Policy

This Privacy Policy applies to the Optimize 360 Consulting website, contact forms, scheduling pages, email communications, and any online interactions related to our services or consultations. It applies to website visitors, prospective clients, and current clients.

2. Information We Collect

a. Information You Provide to Us

We collect personal information that you voluntarily share with us when you fill out forms, schedule a consultation, request information, or contact us. This may include:

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  • Name

  • Email address

  • Phone number

  • Company name

  • Details related to your inquiry or project

  • Any other information you choose to provide

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b. Automatically Collected Information

When you visit our website, we may automatically collect information such as:

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  • IP address

  • Browser type and version

  • Device type

  • Pages viewed

  • Time spent on each page

  • Referring URL

  • Geographic location (approximate)

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We use cookies and analytics tools to better understand website traffic, behavior patterns, and performance. You may manage or disable cookies through your web browser settings.

3. Legal Bases for Processing (When Applicable)

If your location requires a legal basis for processing personal information, we rely on one or more of the following:

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  • Your consent

  • The need to fulfill a contract or provide requested services

  • Our legitimate business interests such as improving services, maintaining security, and analyzing website activity

4. How We Use Your Information

We may use your personal information to:

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  • Respond to messages and inquiries

  • Schedule and manage consultations

  • Provide services and support

  • Improve our website and user experience

  • Analyze traffic and performance

  • Customize marketing or service-related content (with your consent)

  • Prevent fraud and maintain the security of our website

  • Qualify potential leads

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You may opt out of receiving marketing communications at any time.

5. Sharing Your Information

We may share your personal information with:

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  • Service providers that support our operations such as email services, scheduling tools, CRM systems, and analytics providers

  • Technology platforms such as Microsoft 365 that securely store or process data

  • Authorities or legal entities when required by law

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These parties only access your information as needed to perform their services.
We do not sell your personal information.

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Some information may be stored or processed on secure servers located outside your region, depending on our service providers.

6. Data Retention

We retain personal information only as long as necessary to fulfill the purposes for which it was collected, meet legal or business requirements, or complete client engagements. Inquiry or form submission data is generally kept for 12 to 24 months unless deletion is requested.

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You may request access to or deletion of your information at any time.

7. Data Security

​We use secure Microsoft 365 environments, encryption, multi-factor authentication, access controls, and industry-standard safeguards to protect your information. While we take every reasonable step to secure personal data, no method of transmission or storage is completely risk free.

8. Your Rights

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

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  • The right to access your data

  • The right to correct inaccurate data

  • The right to delete your data

  • The right to restrict processing

  • The right to object to processing

  • The right to withdraw consent

  • The right to data portability

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We respond to verified privacy requests within 30 days.

9. Do Not Track and Cookie Preferences

Our website does not currently respond to Do Not Track (DNT) signals.
You can disable or manage cookies through your browser settings.

You may unsubscribe from marketing emails by clicking the link included in each message.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices, content, or policies of those websites.

11. Children’s Privacy

Our website and services are not intended for individuals under the age of 18. We do not knowingly collect information from minors.

12. Client Project Data

Client project data collected or accessed during consulting engagements is governed by project agreements or NDAs. Client files and related information are stored securely within Microsoft 365 environments. Data is deleted or returned at the completion of the engagement upon request.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When changes are made, we will update the effective date above. Significant updates may be communicated through a notice on our website.

14. Contact Us

To ask questions or submit a privacy-related request, contact us at:

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consulting@optimizing360.com

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You may also reach us through the contact form on our website.

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