Ballard Consultant Firm ("we," "us," or "our") respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, store, and protect information when you visit our website, request a consultation, schedule an appointment, contact our team, or choose to receive communications from us, including SMS and email communications.
By using our website or services, you agree to this Privacy Policy. SMS/text messaging communications are only sent to individuals who provide their phone number and choose to opt in where required.
2. Information We Collect
We may collect the following types of information:
Personal Information
- Name
- Email address
- Phone number
- Mailing or business address
- Appointment details
- Information you submit through forms, booking pages, chat widgets, or other contact methods
- Communication preferences and consent records
Customer Interaction Data
- Consultation requests
- Appointment confirmations and scheduling details
- Service-related inquiries
- Customer support records
- Opt-in and opt-out records for SMS and email communications
Technical and Website Information
- IP address
- Browser type
- Device information
- Website usage data
- Cookies and similar tracking technologies
Payment Information
If payments are collected, payment information may be processed through secure third-party payment processors. We do not store complete payment card information unless specifically stated by the payment processor or required for business operations.
3. How We Use Your Information
We may use your information to:
- Provide requested services
- Schedule, confirm, and manage appointments or consultations
- Respond to service-related inquiries
- Send appointment confirmations, reminders, rescheduling updates, and customer care messages
- Enable authorized Ballard Consultant Firm team members (including sales representatives, closers, coaches, and customer support staff) to contact you regarding consultations you booked, content you requested, or services you are receiving
- Send marketing or promotional messages only if you separately choose to opt in
- Maintain records of communication preferences, opt-ins, and opt-outs
- Improve our website, services, and customer experience
- Protect our business, customers, and systems
- Comply with applicable legal, regulatory, and carrier requirements
4. SMS/Text Messaging Communications
If you provide your phone number and choose to opt in, Ballard Consultant Firm may send you SMS/text messages. Messages may be sent from our registered business phone number, our automated SMS messaging platform, or directly from authorized Ballard Consultant Firm team members (including sales representatives, closers, coaches, and customer support staff) using either business-registered numbers or their individual mobile phone numbers. All such messages are sent on behalf of Ballard Consultant Firm and are governed by this Privacy Policy and our Terms of Service.
You may opt in to SMS communications through any of our approved opt-in methods, including:
- Booking a consultation or appointment through one of our calendar or booking forms
- Submitting a form to download a lead magnet, free resource, training, or other content offer
- Submitting any other website form, chat widget, or documented opt-in process where SMS consent is requested
Non-marketing messages may include:
- Appointment confirmations
- Appointment reminders
- Rescheduling updates
- Responses regarding your consultation inquiry
- One-on-one outreach from a Ballard Consultant Firm sales representative or closer regarding a consultation you booked or information you requested
- Customer care, onboarding, and service-related notifications
Marketing messages, if you separately choose to opt in, may include:
- Service updates
- Promotional messages
- Offers
- Related business information
SMS consent is optional and is not required to schedule a consultation, make a purchase, or use our services.
Message frequency varies based on your interactions with us. Message and data rates may apply.
You may opt out of SMS messages at any time by replying STOP to any message from us. After replying STOP to a message sent through our automated SMS platform, you may receive one final message confirming that you have been unsubscribed. To opt out of messages from an individual team member's mobile number, you may reply STOP directly to that number, or contact us using the information below to be removed from all Ballard Consultant Firm SMS communications. You may reply HELP for assistance or contact us using the information listed below.
5. SMS Opt-In and Consent Records
We only send SMS/text messages to individuals who have provided consent through an approved opt-in method, such as a booking form, lead magnet form, website form, chat widget, or other documented consent process.
We may maintain records of your SMS consent, including the date, time, source, IP address (where available), method of opt-in, and the specific language presented to you at the time of opt-in, as well as any opt-out requests, for compliance and recordkeeping purposes.
6. Information Sharing and Disclosure
We do not sell, rent, or share your personal information for marketing purposes.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Your phone number and SMS opt-in information may be shared with authorized Ballard Consultant Firm team members (including sales representatives, closers, coaches, and customer support staff) so that they may contact you on our behalf regarding your consultation, the content you requested, or the services you are receiving. These team members are not permitted to use your information for any purpose other than performing services on behalf of Ballard Consultant Firm.
We may disclose limited information only in the following situations:
- With service providers who help operate our website, booking systems, communication tools, customer support, or other business functions
- When required by law, regulation, legal process, or government request
- To protect the rights, safety, security, and property of Ballard Consultant Firm, our customers, or others
- In connection with business operations, such as maintaining records, preventing fraud, or enforcing our policies
Any service providers we use are only permitted to process information as needed to provide services on our behalf and are not permitted to use your information for their own marketing purposes.
7. Data Security
We use reasonable administrative, technical, and physical safeguards to help protect your personal information from unauthorized access, misuse, loss, or disclosure.
However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security.
8. Cookies and Tracking Technologies
We may use cookies and similar tracking technologies to:
- Improve website functionality
- Understand website usage
- Analyze traffic and performance
- Improve user experience
You may control or disable cookies through your browser settings. Some website features may not function properly if cookies are disabled.
9. Children's Privacy
Our website and services are not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13.
10. Your Rights and Choices
Depending on your location and applicable law, you may have the right to:
- Access the personal information we have about you
- Request corrections to your personal information
- Request deletion of certain personal information
- Opt out of marketing communications
- Withdraw consent for future SMS or email communications
To make a request, contact us using the information below.
11. Opting Out of Communications
SMS/Text Messages
You may opt out of SMS/text messages at any time by replying STOP to any message from us, including messages sent from individual team member mobile numbers. For help, reply HELP or contact us directly.
Email
You may opt out of marketing emails by using the unsubscribe link in the email or by contacting us directly.
Service-related communications may still be sent when necessary to respond to your inquiry, manage your appointment, or provide requested services.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.
Your continued use of our website or services after changes are posted means you accept the updated Privacy Policy.
13. Contact Information
If you have questions about this Privacy Policy or our communication practices, contact us at:
