Privacy Policy

Introduction

Motherlode Advising ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services.

We provide executive coaching and leadership advisory services to founder-CEOs of growing companies. This policy applies to all information collected through our website, contact forms, email communications, phone calls, and any other interactions with our services.

Information We Collect

Information You Provide Directly

When you contact us or express interest in our services, we may collect:

• Name
• Email address
• Phone number
• Company name
• Current business challenge or inquiry details
• Communication preferences (consent for transactional and/or marketing messages)

Information Collected Automatically

When you visit our website, we automatically collect certain information through:

• Google Analytics: We use Google Analytics to understand how visitors interact with our site, including pages viewed, time spent on site, and general geographic location.
• Cookies and similar tracking technologies: These help us improve site functionality and user experience.

Information from Third-Party Sources

We may collect information about you from:

• LinkedIn: We use Dux-Soup for automated LinkedIn outreach and may collect publicly available profile information.
• Other professional networks or public sources when conducting business development activities.

How We Use Your Information

We use the information we collect to:

• Provide and improve our services: Respond to inquiries, schedule consultations, and deliver executive coaching and advisory services.
• Communicate with you: Send transactional messages (appointment reminders, confirmations, account notifications) if you've consented to receive them.
• Marketing and promotional outreach: Share updates, insights, special offers, and relevant business content if you've consented to marketing communications.
• Make referrals: Connect you with other professionals or specialists who may be able to help with specific challenges you're facing.
• Maintain ongoing relationships: Follow up on previous interactions and maintain contact for future opportunities.
• Analyze and improve: Use analytics to understand how our website and services are used and make improvements.
• Comply with legal obligations: Meet any applicable legal, regulatory, or contractual requirements.

Your Communication Consent

When you submit our contact form, you have the option to consent to:

Transactional Messages

By checking the transactional message box, you consent to receive messages related to your account or services you have requested, including appointment reminders, session confirmations, and service notifications. You can opt out at any time by replying STOP to any text message, clicking unsubscribe in any email, or contacting us directly.

Marketing Messages

By checking the marketing message box, you consent to receive marketing and promotional messages, including coaching insights, business frameworks, service updates, and special offers. You can opt out of marketing communications at any time by replying STOP to any text message, clicking unsubscribe in any email, or contacting us directly.

How We Share Your Information

We do not sell, rent, or trade your personal information to third parties.

We may share your information in the following limited circumstances:

• Professional referrals: With your knowledge, we may refer you to other professionals, specialists, or service providers who can help address specific challenges you're facing.
• Service providers: We use third-party tools to operate our business, including:
  • GoHighLevel (GHL): Our customer relationship management system where contact information is stored.
  • Google Workspace: For email communication and contact management.
  • Google Analytics: For website analytics.
  • Calendly: For appointment scheduling.
  • Dux-Soup: For LinkedIn outreach automation.
  These service providers are contractually obligated to protect your information and use it only for the purposes we specify.
• Legal requirements: We may disclose your information if required by law, court order, or other legal process, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

Data Retention

We retain your personal information for as long as you remain an active contact or client, or potentially for up to one year or longer for legitimate business purposes (such as following up on previous interactions and maintaining contact for future opportunities). We may retain certain information longer if required by law (such as resolving disputes or enforcing agreements).

If you would like us to delete your information, please contact us at [email protected].

Your Privacy Rights

You have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request that we correct any inaccurate or incomplete information.
• Deletion: Request that we delete your personal information, subject to certain legal exceptions.
• Opt-out: Unsubscribe from marketing communications at any time by replying STOP to texts, clicking unsubscribe in emails, or contacting us directly.
• Restriction: Request that we limit how we use your information.
• Data portability: Request a copy of your data in a structured, commonly used format.

To exercise any of these rights, please contact us at [email protected].

California Residents

If you are a California resident, you 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 information, and the right to opt-out of sales of personal information. We do not sell personal information.

Security

We implement reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, use, or disclosure. However, no internet transmission or electronic storage method is 100% secure, and we cannot guarantee absolute security.

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 we become aware that we have collected information from a child, we will take steps to delete it promptly.

Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any personal information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We will post the updated policy on our website with a new "Last Updated" date. Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

Motherlode Advising
Email: [email protected]
Location: Chicago, IL

By using our website or services, you acknowledge that you have read and understood this Privacy Policy.