1. Scope of This Privacy Policy

This Privacy Policy applies to information collected through:

• The RevStrategies website;

• Website contact and lead-generation forms;

• Online consultation and calendar-booking tools;

• Email and text-message communications;

• Website analytics and cookies;

• Social media pages operated by RevStrategies;

• Communications related to prospective or active business relationships; and

• Other interactions that reference this Privacy Policy.

A separate client agreement may govern information collected or processed while providing consulting, agency, implementation, training, or other professional services.

2. Information We Collect

The information we collect depends on how you interact with RevStrategies.

Information You Provide Directly

We may collect information you voluntarily provide, including:

• Your name;

• Business email address;

• Telephone or mobile number;

• Company name;

• Job title or professional role;

• Company website;

• Company size or annual revenue range;

• Industry;

• Business location;

• Sales, marketing, operational, or technology challenges;

• Business goals and priorities;

• Information submitted through contact, assessment, or consultation forms;

• Consultation preferences and scheduling information;

• Communications you send to us;

• Feedback, survey responses, or testimonials;

• Information related to a proposal or potential engagement; and

• Any other information you choose to provide.

Please do not submit Social Security numbers, payment-card details, account passwords, health information, government identification numbers, legally privileged information, or other highly sensitive information through a general website form.

Information Collected Automatically

When you visit the website, we and our service providers may automatically collect certain technical and usage information, including:

• Internet Protocol address;

• Browser type and version;

• Device type and operating system;

• General or approximate location derived from your IP address;

• Pages viewed;

• Links or buttons selected;

• Referring and exit pages;

• Date and time of visits;

• Time spent on pages;

• Website navigation and interaction data;

• Cookie identifiers;

• Advertising or analytics identifiers, when enabled; and

• Information about errors, performance, and website security.

This information may be collected through cookies, pixels, tags, scripts, log files, and similar technologies.

Information From Other Sources

We may receive information from third parties, including:

• Calendar and scheduling providers;

• Customer relationship management platforms;

• Website hosting and form providers;

• Email and text-message service providers;

• Analytics providers;

• Social media platforms;

• Referral partners;

• Publicly available business websites and professional profiles;

• Business databases; and

• Existing or prospective clients and business contacts.

We may combine information received from these sources with information you provide directly.

3. How We Use Information

We may use the information we collect to:

• Operate, maintain, and improve the website;

• Respond to questions and requests;

• Schedule and manage consultations;

• Confirm, remind you about, or reschedule appointments;

• Determine whether RevStrategies may be a good fit for your business;

• Understand your company’s goals, challenges, and service needs;

• Prepare proposals or recommendations;

• Provide consulting or other requested services;

• Manage prospective and active client relationships;

• Maintain records of our communications;

• Send educational, promotional, or marketing communications;

• Create and manage email and text-message campaigns;

• Personalize communications and website experiences;

• Measure website traffic, engagement, and campaign performance;

• Improve our services, content, messaging, and business operations;

• Protect the website and our systems from fraud, abuse, and security threats;

• Enforce our Terms of Service and other agreements;

• Establish, exercise, or defend legal claims;

• Comply with applicable laws and legal obligations; and

• Carry out other purposes disclosed when the information is collected.

We may also use information in an aggregated or deidentified form that does not reasonably identify you.

4. Email Communications

When you provide your email address, we may use it to:

• Respond to your inquiry;

• Provide information you requested;

• Confirm or manage an appointment;

• Follow up regarding a potential engagement;

• Communicate about an active business relationship;

• Send educational content, insights, newsletters, service information, invitations, or promotional offers; and

• Deliver administrative, security, or transactional notices.

You may unsubscribe from marketing emails at any time by selecting the unsubscribe link in the email.

Unsubscribing from marketing emails will not prevent us from sending non-promotional messages concerning scheduled meetings, requested information, active services, invoices, security matters, or other ongoing business relationships.

5. Text Messages and Telephone Communications

When you provide a telephone number, we may use it to respond to an inquiry, manage an appointment, provide requested information, or communicate about a prospective or active business relationship.

RevStrategies will send automated or recurring marketing text messages only when the required consent has been obtained.

Marketing messages may include:

• Follow-up communications;

• Educational business content;

• Appointment invitations;

• Information about RevStrategies services;

• Promotional offers; and

• Other sales or marketing communications.

Message frequency may vary. Message and data rates may apply.

Consent to receive automated marketing text messages is not a condition of purchasing services from RevStrategies.

You may withdraw your consent to receive marketing text messages at any time by replying STOP. You may reply HELP for assistance.

We may send a one-time message confirming that your opt-out request has been processed.

RevStrategies does not sell, rent, or disclose mobile phone numbers or text-message consent records to unaffiliated third parties for those third parties’ own marketing purposes.

We may disclose this information to service providers that help us deliver messages, maintain our customer relationship management system, document consent, process opt-out requests, prevent fraud, or otherwise support our communications.

6. Cookies and Similar Technologies

We may use cookies and similar technologies to operate the website, remember preferences, understand website activity, improve performance, and evaluate marketing efforts.

Cookies used on the website may include:

Essential Cookies

These cookies support functions such as website security, form submission, navigation, accessibility, and basic website operation.

Analytics Cookies

These cookies help us understand how visitors find and use the website, including which pages are viewed and how visitors interact with website content.

Functional Cookies

These cookies may remember preferences or support embedded tools such as calendar scheduling, video, chat, or forms.

Advertising Cookies

If advertising or remarketing technologies are enabled, these cookies may help measure advertising performance or display advertisements based on website activity.

You can manage cookies through your browser settings and, when available, the website’s cookie-preference controls.

Disabling certain cookies may affect the functionality of the website.

Some browsers provide “Do Not Track” signals. Because there is not a universally accepted standard for responding to every such signal, the website may not respond to all Do Not Track settings.

Where required by applicable law, we will recognize qualifying browser-based opt-out preference signals, such as Global Privacy Control.

7. How We Disclose Information

We may disclose information in the following circumstances.

Service Providers

We may provide information to companies that perform services for us, including providers of:

• Website development and hosting;

• Customer relationship management software;

• Form processing;

• Calendar scheduling;

• Email delivery and marketing automation;

• Text-message delivery;

• Cloud storage;

• Analytics;

• Advertising and campaign measurement;

• Video conferencing;

• Cybersecurity;

• Spam and fraud prevention;

• Document management;

• Payment or invoicing support;

• Accounting;

• Legal services; and

• Other business operations.

These providers may access information only as reasonably necessary to perform services for us and subject to their contractual and legal obligations.

Business and Referral Partners

We may disclose information to a referral, implementation, or business partner when:

• You request or authorize the introduction;

• The disclosure is necessary to provide a requested service;

• The partner is participating in a potential or active engagement; or

• We otherwise have a lawful basis to make the disclosure.

We will not disclose your mobile marketing consent to a business partner so that the partner can independently send you marketing text messages.

Legal and Safety Purposes

We may disclose information when we reasonably believe disclosure is necessary to:

• Comply with a law, regulation, subpoena, court order, or legal process;

• Respond to a lawful government request;

• Protect the rights, property, or safety of RevStrategies or another person;

• Investigate fraud, abuse, or security incidents;

• Enforce an agreement; or

• Establish, exercise, or defend a legal claim.

Business Transfers

Information may be disclosed or transferred as part of a merger, acquisition, financing, reorganization, sale of assets, formation of a new legal entity, or similar business transaction.

Where appropriate, the recipient will be required to handle personal information consistently with this Privacy Policy or provide notice of materially different practices.

With Your Direction or Consent

We may disclose information for another purpose when you direct us to do so or provide your consent.

8. Sale, Sharing, and Targeted Advertising

RevStrategies does not exchange personal information for monetary compensation and does not intend to operate as a data broker.

Certain analytics, advertising, or social-media technologies—if enabled—may involve disclosing identifiers or website-activity information to third parties. Depending on the jurisdiction, those activities may be considered “sharing,” “targeted advertising,” or a “sale” even when no money is exchanged.

Where applicable law gives you the right to opt out of those activities, you may submit a request using the contact information below or use any cookie or privacy-preference tool made available on the website.

9. Data Retention

We retain personal information for only as long as reasonably necessary for the purposes described in this Privacy Policy, including to:

• Respond to inquiries;

• Manage prospective and active business relationships;

• Provide services;

• Maintain business and financial records;

• Document marketing consent;

• Process and preserve opt-out requests;

• Resolve disputes;

• Enforce agreements;

• Meet legal obligations; and

• Protect our rights and systems.

The retention period may vary based on the type of information, the nature of our relationship, legal requirements, and legitimate business needs.

Even after you unsubscribe from marketing, we may retain limited information on a suppression list to ensure that your preference continues to be honored.

When information is no longer reasonably required, we may delete, anonymize, or securely dispose of it.

10. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

These safeguards may include access controls, authentication measures, software updates, reputable technology providers, employee or contractor confidentiality requirements, and other security practices appropriate to the nature of the information.

No website, database, transmission method, or storage system can be guaranteed to be completely secure. You provide information through the internet at your own risk.

11. Your Privacy Choices

Depending on where you live and the laws that apply, you may have the right to request that we:

• Confirm whether we process your personal information;

• Provide access to personal information we maintain about you;

• Correct inaccurate personal information;

• Delete certain personal information;

• Provide a portable copy of certain personal information;

• Restrict or object to certain processing;

• Opt you out of targeted advertising;

• Opt you out of a sale or qualifying sharing of personal information;

• Withdraw consent for processing based on consent; or

• Provide information about the categories of information we collect, use, or disclose.

You may also:

• Unsubscribe from marketing emails;

• Reply STOP to marketing text messages;

• Manage cookies through your browser or available website controls; and

• Ask us to update your contact information.

Not every right applies in every jurisdiction or circumstance. We may deny or limit a request when permitted by law, including when we cannot verify your identity, must retain information to comply with law, or need the information to establish or defend legal claims.

We will not unlawfully discriminate against you for exercising an applicable privacy right.

12. Third-Party Websites and Services

The website may link to or integrate with third-party websites and services.

Those third parties maintain their own privacy practices, terms, and security procedures. RevStrategies is not responsible for the privacy or security practices of third-party websites or services.

We encourage you to review the privacy notices of any third-party service you use.

13. Information Processed on Behalf of Clients

When RevStrategies provides consulting, CRM, automation, sales, marketing, or implementation services, we may process information on behalf of a client.

In those circumstances, the client generally determines why and how the information is used, and RevStrategies processes the information subject to the applicable client agreement and instructions.

Questions or requests concerning information controlled by one of our clients should generally be directed to that client.

14. International Visitors

RevStrategies is based in the United States.

If you access the website from outside the United States, your information may be transferred to, stored in, or processed in the United States and other countries where our service providers operate.

Privacy and data-protection laws in those countries may differ from the laws in your location.

Where legally required, we will use appropriate safeguards for international transfers of personal information.

15. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our website, technology, business practices, services, or legal obligations.

When we make changes, we will update the “Last Updated” date at the top of this page.

If a change materially affects how we use personal information previously collected, we will provide additional notice or obtain consent when required by applicable law.