Privacy Policy

1. Information We Collect

We collect information you provide directly to us when you:

• Submit a discovery call intake form (name, email, business name, website, team size, revenue range, and details about your operational needs)
• Send us an email inquiry
• Book an appointment through our scheduling system
• Communicate with us via email or other channels

We may also collect certain technical information automatically when you visit our website, including your IP address, browser type, pages visited, and time spent on our site. This information is collected through standard web analytics tools and is used in aggregate form only.

2. How We Use Your Information

We use the information we collect for the following purposes:

• To evaluate your inquiry and determine whether TAP OBM is the right fit for your business
• To schedule and prepare for discovery calls and strategy sessions
• To communicate with you about our services, your engagement, and relevant updates
• To improve our website, intake process, and client experience
• To comply with legal obligations

We do not use your information for automated decision-making or profiling. Every inquiry is reviewed by a real person.

3. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

• Service providers: We use third-party tools such as GoHighLevel (CRM and scheduling), Google Workspace (email and documents), and Zoom or Google Meet (video calls). These providers process data on our behalf and are bound by their own privacy policies.
• Legal requirements: We may disclose your information if required to do so by law or in response to a valid legal request.
• Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred. We will notify you before your information becomes subject to a different privacy policy.

4. Data Retention

We retain your information for as long as necessary to fulfill the purposes described in this policy, or as required by law. If you are a client, we retain engagement records for a minimum of three years following the conclusion of our working relationship. If your inquiry did not result in an engagement, we retain your intake information for up to 12 months.

You may request deletion of your information at any time by contacting us directly (see Section 7).

5. Cookies and Tracking

Our website may use cookies and similar tracking technologies to improve your browsing experience and analyze site traffic. You can control cookie settings through your browser. Disabling cookies may affect some functionality of the site.

We do not use advertising cookies or sell your browsing data to third-party advertisers.

6. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

• The right to access the information we hold about you
• The right to correct inaccurate information
• The right to request deletion of your information
• The right to withdraw consent for communications at any time
• The right to lodge a complaint with a supervisory authority (if applicable in your jurisdiction)

To exercise any of these rights, please contact us using the details in Section 7.

7. Security

We take reasonable technical and organizational measures to protect your information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure. We encourage you to contact us immediately if you suspect any unauthorized use of your information.

8. Children's Privacy

Our services are intended exclusively for established business owners and professionals. We do not knowingly collect information from individuals under the age of 18. If we become aware that we have collected information from a minor, we will delete it promptly.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the updated version on this page with a revised effective date. If changes are material, we will make reasonable efforts to notify you directly. Your continued use of our website after any changes constitutes acceptance of the updated policy.