Legal

Privacy Policy

Last updated: Thursday, June 4, 2026

This Privacy Policy describes how Ferdig Consulting, Ltd. ("Ferdig Consulting," "we," "us," or "our") collects, uses, and discloses your personal information when you visit our website at https://www.ferdigconsulting.com (the "Site"), engage our consulting, coaching, advisory, or implementation services, make a payment, or otherwise communicate with us (collectively, the "Services"). For purposes of this Privacy Policy, "you" and "your" means you as a client, website visitor, prospect, business contact, or another individual whose information we have collected.

Please read this Privacy Policy carefully. By using and accessing any of the Services, you agree to the collection, use, and disclosure of your information as described here. If you do not agree, please do not use or access the Services.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time, including to reflect changes to our practices or for other operational, legal, or regulatory reasons. We will post the revised Privacy Policy on the Site, update the "Last updated" date, and take any other steps required by applicable law.

What Personal Information We Collect

The types of personal information we collect depend on how you interact with us. When we use the term "personal information," we mean information that identifies, relates to, describes, or can reasonably be associated with you.

Information You Provide Directly

Information you submit to us may include:

• Basic contact details, including your name, business address, phone number, and email address.
• Billing and payment information, including billing address and payment confirmation. Full payment card numbers are collected and processed by our payment processor, not stored by us.
• Engagement information, including the details, documents, business materials, workflows, process descriptions, tool configurations, prompts, AI outputs, meeting notes, transcripts, project files, and other materials you share with us in the course of a consulting engagement.
• Communications information, including the content of emails, messages, and other correspondence you send us.
• Scheduling and meeting information, including meeting times, invite details, attendee information, call notes, recordings, or transcripts if you choose to provide them or if they are created as part of an agreed engagement.

You may choose not to provide certain information, but doing so may prevent us from delivering some or all of the Services.

Information We Collect Automatically

When you visit our Site, we may automatically collect certain information about your interaction with it ("Usage Data") using cookies and similar technologies. Usage Data may include device and browser information, your IP address, and information about how you navigate the Site.

Information We Obtain from Third Parties

We may obtain information about you from third parties who provide services on our behalf, such as:

• Companies that host and support our Site.
• Our payment processors, who collect payment information to process your payments and perform our contract with you.
• Scheduling, email, customer relationship management, analytics, automation, AI, cloud, and productivity tools we use to operate our business and deliver the Services.
• Publicly available sources, business directories, professional networking sites, referrals, or other business contacts, where relevant to a prospective or active business relationship.

Any information we obtain from third parties is treated in accordance with this Privacy Policy. We are not responsible for the accuracy of information provided by third parties or for any third party's own privacy practices.

How We Use Your Personal Information

• Providing Services. We use your personal information to deliver our consulting services, perform our contract with you, process payments and invoices, manage our engagement, and respond to your requests.
• Communicating with You. We use your personal information to provide support, share project updates, and maintain our business relationship with you.
• AI, Workflow, and Implementation Support. We may use personal information and engagement information to analyze business processes, evaluate tools, design workflows, prepare recommendations, configure systems, draft prompts, test automations, generate or refine work product, and support training or implementation activities.
• Marketing. With your consent where required, we may send you occasional updates or promotional communications. You may opt out at any time using the unsubscribe option in our emails.
• Security and Compliance. We use your personal information to detect and prevent fraud or misuse, to comply with legal obligations, to enforce our terms, and to protect our rights and the rights of others.

Cookies

Like many websites, we may use cookies, pixels, analytics tools, and similar technologies on our Site to operate and improve it, remember your preferences, understand how visitors use the Site, measure performance, and support basic marketing or communications activities.

These technologies may collect Usage Data such as browser type, device information, IP address, pages viewed, referring pages, time spent on the Site, and interactions with Site content. Most browsers accept cookies by default, but you can set your browser to remove or reject them. Blocking cookies may cause some features of the Site to work incorrectly or become unavailable.

If we add new analytics, advertising, or tracking technologies that materially change our data practices, we will update this Privacy Policy as appropriate.

AI and Automation Tools

Our Services may involve the use of third-party AI platforms, large language models, automation tools, cloud services, productivity software, and related technologies. These tools may process information you provide to us, including engagement information, prompts, business materials, workflow descriptions, meeting notes, transcripts, or other content needed to perform the Services.

We use these tools to support activities such as research, analysis, drafting, summarization, workflow design, prompt development, automation planning, tool evaluation, training, and implementation support. We use commercially reasonable judgment in selecting and using these tools, but third-party providers operate under their own terms, security measures, and privacy practices.

Unless we expressly agree in writing, you should not provide highly sensitive information to us for use in AI or automation tools, including protected health information, payment card numbers, government identifiers, sensitive employee data, regulated financial data, export-controlled information, children's data, or information subject to specialized regulatory handling requirements.

You are responsible for identifying any restrictions that apply to information you provide to us and for confirming that you have the right to share that information for the Services.

How We Disclose Personal Information

We may disclose your personal information to third parties for legitimate business purposes subject to this Privacy Policy, including:

• To vendors and service providers who perform services on our behalf, such as IT and website hosting, payment processing, data analytics, and cloud storage.
• To AI platforms, automation providers, software tools, cloud services, email and scheduling providers, customer relationship management tools, payment processors, analytics providers, and other vendors we use to operate our business or deliver the Services.
• When you direct or consent to disclosure to a third party.
• In connection with a business transaction such as a merger or sale of assets, to comply with legal obligations (including responding to lawful requests from public authorities), to enforce our terms, and to protect our rights and the rights of others.

We do not sell your personal information. We also do not knowingly share your personal information for cross-context behavioral advertising as that term may be defined under applicable U.S. state privacy laws. If our practices change, we will update this Privacy Policy and provide any required choices.

Third-Party Websites and Links

Our Site may contain links to websites operated by third parties. If you follow a link to a site we do not control, you should review its privacy and security policies. We are not responsible for the privacy or security of third-party sites, and our inclusion of a link does not imply our endorsement.

Children's Data

The Services are not intended for children, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us using the details below and we will delete it.

Security and Retention of Your Information

No security measures are perfect or impenetrable, and we cannot guarantee perfect security. Information you send to us may not be secure while in transit, so we recommend you do not use unsecured channels to share sensitive or confidential information.

How long we retain your personal information depends on factors such as our need to provide the Services, comply with legal obligations, resolve disputes, and enforce our agreements. Engagement records are generally retained for up to 7 years after an engagement ends.

Your Rights and Choices

Depending on where you live, you may have some or all of the following rights regarding your personal information. These rights are not absolute and may apply only in certain circumstances.

• Right to Access. You may request access to the personal information we hold about you.
• Right to Delete. You may request that we delete personal information we maintain about you.
• Right to Correct. You may request that we correct inaccurate personal information.
• Right to Portability. You may request a copy of your personal information in certain circumstances.
• Withdrawal of Consent. Where we rely on consent, you may withdraw it at any time.
• Managing Communications. You may opt out of promotional emails using the unsubscribe option in our messages. We may still send non-promotional messages about your engagement or account.
• Opt-Out Rights. Depending on where you live and whether applicable privacy laws apply to us, you may have the right to opt out of certain processing activities, such as sales of personal information, sharing for targeted advertising, or certain profiling. We do not currently sell personal information or knowingly share it for cross-context behavioral advertising.

To exercise any of these rights, contact us using the details below. We will not discriminate against you for exercising your rights, and we may need to verify your identity before responding. We will respond within the timeframe required by applicable law.

State Privacy Laws

Certain U.S. state privacy laws, including the Colorado Privacy Act, may provide residents with additional rights when those laws apply to a business. Some of these laws apply only if a business meets specific thresholds based on the volume of personal information processed, the type of processing performed, or revenue derived from certain data practices.

We will honor applicable privacy rights to the extent required by law. If you are a resident of a state with a privacy law and wish to exercise a right available to you, please contact us using the details below.

Complaints

If you have a complaint about how we handle your personal information, please contact us using the details below. Depending on where you live, you may also have the right to lodge a complaint with your local data protection authority.

International Users

We are based in the United States, and your personal information may be transferred to, stored in, and processed in the United States or other countries where we or our service providers operate. By using the Services, you understand your information may be processed outside the country in which you live.

Contact

If you have questions about this Privacy Policy or our privacy practices, or you would like to exercise any of your rights, please email us at patrick@ferdigconsulting.com.