Privacy Policy

At ClearPath Consulting Agency, your privacy is extremely important to us. This Privacy Policy explains what information we collect, how we use it, and how we protect it when you interact with our website or services.

1. Information We Collect

We may collect personal information such as your name, phone number, email address, and other contact details when you:

Submit a form on our website

Schedule a consultation

Request information about our services

Opt in to receive SMS/text messages

We may also collect certain technical information automatically when you visit our website, such as IP address, browser type, and device information.

2. How We Use Your Information

We use the information you provide to:

Communicate with you regarding our services

Respond to inquiries and requests for information

Schedule consultations or welcome calls

Send appointment reminders, confirmations, and service updates

Provide customer support

Send promotional or educational communications if you have consented to receive them

3. Payment Information

We may collect payment information in order to process transactions for our services. This may include your name, billing address, payment card details, or bank account information.

All payment processing is securely handled by our third-party payment processor, Stripe. For ACH and bank payments, Stripe may collect and store your bank account details and other financial information on our behalf. Stripe uses this information to verify account ownership, process payments, and help prevent fraud.

ClearPath Consulting Agency does not store full bank account numbers or payment card details on our servers. All payment information is processed in accordance with Stripe’s Privacy Policy and applicable security standards.

4. SMS and Text Messaging Compliance

If you opt in to receive SMS communications from ClearPath Consulting Agency:

You may receive messages related to your inquiry, consultations, account updates, service notifications, or follow-ups.

Message frequency may vary depending on your interaction with our services.

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

You may opt out at any time by replying STOP to any message.

For assistance, reply HELP or contact us at [email protected].

We do not sell, rent, or share SMS consent or phone numbers with third parties for marketing purposes. SMS information is only used for communication related to the services you requested.

SMS messages may be delivered using secure messaging providers such as Twilio or LeadConnector strictly for the purpose of message delivery.

5. Cookies and Tracking Technologies

Our website may use cookies, pixels, and similar tracking technologies to improve user experience, analyze website traffic, and support marketing efforts.

These technologies may collect information such as:

Browser type

Device information

Pages visited

Interaction with website content

You can adjust your browser settings to disable cookies if you prefer.

6. Data Sharing

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

Your information may be shared only with trusted service providers necessary to operate our business, including:

SMS gateway providers (such as Twilio or LeadConnector) for message delivery

CRM and automation platforms used internally to manage customer communication

Payment processors such as Stripe for payment processing

Legal authorities when required by law

These providers are required to safeguard your information and use it only for the services they provide to us.

7. Data Security

We implement industry-standard security measures to protect your personal information, including encryption, secure servers, and access controls designed to protect your data from unauthorized access or disclosure.

8. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our services or legal requirements. The most current version will always be posted on this page.

Questions

If you have any questions about this Privacy Policy or our data practices, please contact us:

ClearPath Consulting Agency
Email: [email protected]
Phone: (407) 708-8142