Article 01: Information We Collect#
A. Contact and Identity Information
We may collect information such as:
- name;
- email address;
- telephone number;
- business name;
- job title or role;
- mailing or business address;
- location; and
- other contact information you choose to provide.
B. Business and Service Inquiry Information
When you contact us about consulting, advisory, systems, marketing, Remote Assistant placement, or other Services, we may collect information concerning:
- your business;
- industry;
- business model;
- operational challenges;
- customer or client processes;
- team structure;
- technology and systems;
- business goals;
- current problems or priorities;
- requested Services;
- information submitted through Strategy Call or other intake forms; and
- other context you voluntarily provide.
C. Client and Engagement Information
If you become a client, we may collect and maintain information necessary to perform and administer the engagement, including agreements, proposals, Statements of Work, invoices, communications, meeting notes, documents, CRM or system information, implementation requirements, account information, client-provided data, and records of Services performed.
D. Remote Assistant, Virtual Assistant, and Candidate Information
If you apply for, inquire about, or are considered for a Remote Assistant, Virtual Assistant, contractor, staffing, or placement opportunity, we may collect information such as:
- name and contact information;
- location and time zone;
- résumé or curriculum vitae;
- employment and work history;
- education;
- skills and experience;
- portfolio materials or work samples;
- availability;
- compensation expectations;
- interview information and notes;
- assessment results;
- professional references;
- communications with us;
- information supplied through recruiting platforms; and
- other information reasonably relevant to recruiting or placement.
Where appropriate and disclosed, additional verification, background, reference, or identity-related information may be collected directly or through third-party providers.
We do not require candidates to provide sensitive personal information that is unnecessary for the recruiting or placement process.
E. Information We Process on Behalf of Clients
Certain Services may require us to access or process personal information contained within a client's CRM, database, customer records, communication systems, marketing platforms, operational systems, or other business tools.
In those circumstances, we generally process that information for the purpose of providing Services to the client and according to the client's instructions and our applicable agreement.
The client remains responsible for determining the lawful basis for collecting its own customers', employees', contractors', or other individuals' information and for providing any notices or obtaining any consents required by law.
F. Communications
We may retain emails, SMS or text messages, form submissions, meeting communications, support requests, telephone or voicemail records where applicable, scheduling information, and other correspondence with us.
G. Payment and Transaction Information
Payments may be processed through third-party payment processors. We do not generally store full payment-card numbers ourselves.
We may receive billing names, billing addresses, transaction amounts, payment status, invoice information, payment method type, limited payment identifiers, and transaction history.
H. Technical and Website Information
When you use our website or online Services, certain information may be collected automatically, including:
- IP address;
- browser type;
- operating system;
- device type;
- referring pages;
- pages viewed;
- date and time of access;
- website interactions;
- approximate location derived from IP address;
- cookies or similar identifiers; and
- diagnostic, security, or performance information.