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Privacy Policy

Effective Date: August 10, 2026

At Shift Group Consulting, LLC ("we," "us," or "our"), led by President & CEO Alex Sydnor, we believe that strategy is human. Just as we respect the behavioral dynamics of your organization, we respect your personal data and privacy. 

This Privacy Policy explains how we collect, use, store, and protect your personal information when you visit our website at www.shiftgroupconsulting.com (the "Site"), interact with us, subscribe to our newsletter, download our resources (such as The Change Story Guide or Alignment Self-Assessment), or submit information via our LinkedIn Lead Generation Forms.

By using our Site or submitting your information to us, you agree to the collection and use of information in accordance with this Privacy Policy.

1. Information We Collect

We only collect personal information that is necessary to provide our consulting services, share strategic insights, and build professional relationships. 

A. Information You Provide Voluntarily

Contact Information: When you fill out a form on our Site, request a resources guide, sign up for our newsletter, schedule a "Clarity Call," or submit a LinkedIn Lead Gen Form, we may collect your:

  • Full Name

  • Professional Email Address

  • Phone Number

  • Company or Organization Name

  • Job Title / Department

Inquiry Details: Any information, feedback, or messages you voluntarily provide in free-text fields or scheduling forms regarding your organization's current strategic or behavioral challenges.

B. Information Collected Automatically (Cookies and Tracking)

When you browse our Site, we may automatically collect minor technical data, including:

  • Your IP address, browser type, and operating system.

  • The pages you visit on our Site, the time spent, and referral links.

  • This information is gathered using standard cookies to help analyze website traffic, understand user demographics, and improve our digital experience. You can choose to disable cookies in your browser settings.



2. How We Use Your Information

We use the information we collect to cultivate meaningful client relationships and deliver the strategic guidance you request. Specifically, we use your data:

  • To Respond to Your Inquiries: To follow up on your requests, book "Clarity Calls," or deliver requested materials (e.g., *The Change Story Guide*).

  • For Strategic Nurturing and Marketing: To send you relevant industry insights, articles from *The Missing Middle Newsletter*, and updates about our facilitation and advisory services. (You can opt-out of these communications at any time).

  • For Business Development: To understand your organization’s context, analyze the effectiveness of our marketing and lead-generation efforts, and evaluate potential advisory engagements.

  • For Compliance and Security: To maintain professional business records, comply with tax or legal obligations, and protect the security of our Site.

We do not sell, rent, or lease your personal information to third parties. Period.


3. Lawful Basis for Processing (For EU/UK Users)

For individuals located in the European Union (EU), European Economic Area (EEA), or United Kingdom (UK), we process your personal data under the following legal bases:

  • Consent: When you explicitly opt-in to receive our newsletter or download a resource guide.

  • Legitimate Interests: To follow up on professional business inquiries, evaluate prospective consulting engagements, and share relevant industry updates that align with your professional interests.



4. When and With Whom We Share Your Data

To run a streamlined, modern consulting practice, we partner with trusted third-party service providers. We only share data with service providers who adhere to strict confidentiality and security standards:

  • Scheduling Tools: To facilitate calendar booking for "Clarity Calls."

  • Email Marketing Platforms: To manage and deliver *The Missing Middle Newsletter* and resource files.

  • CRM & Database Systems: To securely organize our prospective and existing client information.

  • Legal & Professional Advisors: If required by law, subpoena, or to protect our legal rights.

     

5. Data Retention

We retain your personal data only as long as necessary to fulfill the purposes for which it was collected, support your professional relationship with us, or comply with standard legal, accounting, or reporting obligations. When data is no longer required, we securely delete it.

 

6. Your Rights and Choices

Depending on your geographic location (including California under the CCPA/CPRA, or the EU/UK under the GDPR), you may have the following rights regarding your personal information:

  • The Right to Access / Portability: You can request a copy of the personal data we hold about you.

  • The Right to Rectification: You can ask us to correct inaccurate or incomplete information.

  • The Right to Deletion ("The Right to be Forgotten"): You can request that we permanently erase your personal data from our systems.

  • The Right to Opt-Out: You can unsubscribe from our marketing emails at any time by clicking the "Unsubscribe" link at the bottom of any email, or by contacting us directly.

We do not discriminate against anyone for exercising their privacy rights.

 

7. LinkedIn Lead Gen Forms Compliance

This Policy applies explicitly to personal data collected via LinkedIn Lead Gen Forms. By interacting with our LinkedIn advertisements or submitting your information through these forms, you acknowledge that:

  • Your data is initially collected via LinkedIn's platform and transmitted securely to us in accordance with LinkedIn’s Member Policies.

  • The data provided will be used by Shift Group Consulting strictly for the outreach and content delivery purposes described in Section 2 above.

 

8. Contact Us

If you have any questions or concerns about this Privacy Policy, or if you would like to exercise any of your privacy rights, please contact us directly:

Alex Sydnor, President & CEO

Shift Group Consulting, LLC

alex.sydnor@shiftgroupconsulting.com

 

Disclaimer

This Privacy Policy is intended to serve as a high-quality, minimal, and clear disclosure of data practices for a solo consulting agency. While designed to cover standard website operations and LinkedIn Lead Gen form requirements, it does not constitute formal legal advice. You should review this document to ensure it reflects your precise technology stack (e.g., your actual CRM and email systems) before publishing.