Privacy Policy

Notice: Palivon's website is governed by three documents that work together: this Privacy Policy, our Cookie Notice, and our Terms of Service. By using palivonconsulting.com, you acknowledge that all three documents apply to your use of the Site. We encourage you to review each.

Palivon Consulting LLC, doing business as Palivon Consulting and Palivon (collectively, "Palivon," "we," "us," or "our"), operates the website palivonconsulting.com (the "Site") and provides consulting services to business clients.

This Privacy Policy explains what information we collect, how we use it, who we share it with, and what rights you have. We've written this in plain English because privacy matters and we'd rather you actually understand what happens with your information than wade through legalese.

If you have questions about this policy or want to exercise any of the rights described below, contact us at privacy@palivonconsulting.com.

1. Who this policy covers

This policy applies to:

• Visitors to palivonconsulting.com
• People who submit forms on our website (contact requests, newsletter signups, scheduling requests)
• Subscribers to our newsletter and other marketing communications
• Clients who engage Palivon for consulting services, and individuals associated with those clients (owners, employees, contacts)
• People who contact us by email, phone, text, or other means

This policy does not cover the end customers, investors, members, or beneficiaries of our clients. Our clients are responsible for ensuring that information about their own customers, investors, members, or beneficiaries is not transmitted to us during the course of our engagement. If such information is inadvertently provided, we will promptly delete it and notify the client.

2. Who we do not serve

Palivon offers services exclusively within the United States. We do not solicit or accept clients located in the European Union, the United Kingdom, the European Economic Area, or other jurisdictions subject to the General Data Protection Regulation (GDPR) or comparable data protection regimes.

If you are accessing this Site from one of these regions, please be aware that our services are not available to you, and any information you submit will be handled under United States law. We use technical measures (described in our Cookie Notice) to prevent tracking of visitors from these regions.

3. What information we collect

Information you provide directly

• Contact information when you fill out a form or email us: name, email address, phone number, company name, role, and any message content you include
• Engagement interest when you indicate which Palivon services you're interested in
• Scheduling information when you book a meeting through our scheduling tool: name, email, meeting time preferences, and any context you share
• Client engagement information if you engage Palivon for services: business details, employee contacts, vendor and tech stack information, project documents, and other information you share in the course of our work
• Payment information when you pay an invoice: handled by our payment processor; we do not store full payment card numbers

Information collected automatically

• Device and usage information when you visit the Site: IP address, browser type, operating system, pages viewed, time spent, referring source, and similar technical data
• Cookies and similar technologies as described in our Cookie Notice
• Communication metadata when you call or text our business number: phone number, call/message time, and duration

Information from third parties

• Publicly available information about your business or role that we may reference for context (LinkedIn profile, company website, etc.)
• Referral information if someone refers you to us

4. How we use your information

We use your information to:

• Respond to your inquiries and provide information you request
• Schedule and conduct meetings and discovery calls
• Deliver consulting services we've been engaged to perform
• Invoice you and process payments
• Send marketing communications, including our newsletter (you can opt out at any time)
• Improve our services and the Site
• Comply with legal obligations, enforce our agreements, and protect our rights and the rights of others

We do not sell your personal information.

5. Text messaging (SMS) communications

If you provide your phone number and opt in to receive text messages from Palivon, the following applies. The complete SMS terms — including message examples, frequency, and standard messaging disclosures — are in Section 7 of our Terms of Service.

Types of messages. If you've opted in, you may receive text messages related to: appointment reminders, follow-ups on a consultation request, service updates, and other business communications related to your inquiry.

Consent. By opting in, you agree to receive SMS messages from Palivon Consulting LLC. Message frequency varies based on your interactions with us. Message and data rates may apply, and may vary depending on your carrier's pricing plan and whether a message is sent domestically or internationally.

SMS opt-in or phone numbers for the purpose of SMS are not being shared with any third party and affiliate company for marketing purposes.

Opt-In Method. Opt-in to receive SMS messages from Palivon Consulting LLC can be done in the following ways:

• Conversational — by sending a text message to our business number, or by providing your mobile number to us during a call, meeting, or consultation and agreeing to be contacted by text
• By submitting an online form on this Site and checking the SMS consent box

The SMS consent checkbox is optional. You are not required to opt in to SMS in order to submit a form, use this Site, or engage our services. If you do not wish to receive SMS messages, leave the SMS consent box unchecked.

Opt-Out Method. You may opt out of SMS communications at any time by replying to any message with:

• STOP to unsubscribe

Alternatively, you may contact us directly to request removal from our messaging list. After you opt out, you'll receive a one-time confirmation message, and we will not send further messages unless you choose to opt back in.

Getting help. For help, reply HELP to any message, or contact us directly:

Email: privacy@palivonconsulting.com
Phone: (602) 835-8725

6. How we share your information

We do not share personal information outside our service provider relationships, and we only share within those relationships as needed to deliver our services.

The vendors we work with:

• HubSpot — customer relationship, marketing, and scheduling
• Google Workspace — email, calendar, primary file storage, and collaboration
• Microsoft 365 — Office productivity applications used as a secondary tool; primary file storage remains in Google Drive
• RingCentral — business phone and SMS
• Notion — internal project management and documentation
• DocuSign — electronic signature of contracts and agreements
• n8n — workflow automation
• Zapier — workflow automation
• Replit — website hosting, client website development, and branded client deliverables
• Intuit QuickBooks — invoicing, payment processing, and accounting
• LegalZoom — registered agent and mail handling
• Professional advisors — attorneys, accountants, and insurance providers, under confidentiality obligations

Each vendor processes information only as needed to provide their service to us. We select vendors that maintain reasonable security and privacy practices.

AI tools used in service delivery

Palivon uses artificial intelligence tools as part of our work. We disclose this directly because clients should understand how their information is processed.

The AI tools we use:

• Anthropic (Claude)
• Perplexity
• Notion AI
• Replit

We have specifically selected these tools and the paid plan tiers we subscribe to because of their data-handling protections. Under the terms of our subscriptions:

• The AI vendors do not use our data to train their models.
• Palivon does not train, fine-tune, or build AI models on client data.
• AI processing is limited to information about our clients' own operations. We do not transmit information about our clients' customers, investors, members, or beneficiaries to AI tools.

AI usage is integral to how we deliver services. By engaging Palivon, clients acknowledge and accept that their information may be processed through the tools listed above, under the protections described.

Other sharing

We may also share information:

• To comply with legal obligations (subpoenas, court orders, regulatory requests)
• To protect our rights, property, or safety, or that of our clients or others
• In connection with a business transaction (merger, acquisition, sale of assets), in which case the recipient will be bound by this policy or a successor with equivalent protections

7. How long we keep your information

We keep information for as long as we need it to provide our services, maintain our business records, and comply with our legal obligations. In practice this means:

• Information about prospects and website visitors is retained within our customer relationship management system as long as the relationship or interest is active, plus a reasonable period after.
• Information about newsletter subscribers is retained until you unsubscribe, plus a reasonable period to honor the unsubscribe request.
• Information about SMS opt-ins is retained until you opt out, plus a reasonable period to honor and document the opt-out.
• Information about clients and their engagements is retained for the duration of the engagement and a reasonable period after, consistent with professional and legal record-keeping practices.
• Financial records are retained for at least seven years, as required by tax law.
• General correspondence and operational records are retained in line with our standard practices.

You can ask us to delete your information sooner — see Your Rights below — and we will do so unless we are required to retain it.

8. Security

We take reasonable measures to protect your information, including:

• Encrypted connections (HTTPS) on our website
• Multi-factor authentication on our business accounts
• Access controls limiting who can view client information
• Selection of vendors with documented security practices
• Insurance coverage including cyber liability

No system is perfectly secure. If we become aware of a security incident affecting your information, we will notify you as required by applicable law.

9. Your rights

Rights available to everyone

You can:

• Ask what information we have about you
• Ask us to correct inaccurate information
• Ask us to delete your information (subject to legal retention obligations)
• Opt out of marketing communications at any time, by clicking the unsubscribe link in any email, replying STOP to any text message, or emailing privacy@palivonconsulting.com
• Ask us to stop processing your information for specific purposes

To exercise any of these rights, email privacy@palivonconsulting.com. We'll respond within 30 days. We may need to verify your identity before fulfilling certain requests.

Additional rights for California residents

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA):

• Right to know what categories of personal information we collect, the sources, the purposes, and the categories of third parties we share it with — all described in this policy
• Right to access the specific pieces of personal information we have about you
• Right to correct inaccurate personal information
• Right to delete personal information, subject to certain exceptions
• Right to opt out of "sale" or "sharing" of personal information. We do not sell personal information. We do not share personal information outside our service provider relationships, and we do not share it for cross-context behavioral advertising. Our Cookie Notice explains how to opt out of analytics and marketing cookies.
• Right to non-discrimination for exercising your rights

To exercise your rights, email privacy@palivonconsulting.com or use the opt-out mechanism in our cookie banner.

10. Children's privacy

The Site is not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13, we will delete it promptly. Contact us at privacy@palivonconsulting.com if you believe we have inadvertently collected information from a child.

11. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we'll update the "Last updated" date at the top. For changes that materially affect how we collect or use your information, we will also update the "Effective" date.

Your continued use of the Site after we post changes constitutes your acceptance of the updated policy.

12. How to contact us

For any privacy-related questions or to exercise your rights:

Email: privacy@palivonconsulting.com
Phone: (602) 835-8725

Palivon Consulting LLC
2942 N 24th St Ste 115
PMB 142697
Phoenix, Arizona 85016-7849