Holistic Systems Consulting Privacy Policy
Effective Date: June 24, 2025
Last Updated: December 18, 2025
Holistic Systems Consulting (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you visit holisticsystemsconsulting.com or interact with us through our services, forms, messaging, or communications.
Information We Collect
We collect two types of information:
1. Information You Voluntarily Provide
This includes information you choose to give us when you:
-Fill out a form
-Book an appointment
-Subscribe to emails or text messages
-Contact us directly
This may include:
-Name
-Email address
-Phone/mobile number
2. Information Automatically Collected
When you visit our website, we may automatically collect limited data such as:
-IP address
-Browser type
-Device information
-Pages visited
This information is used only to improve site performance and user experience.
How We Use Your Information
We collect and use personal information only when reasonably necessary to:
-Provide and manage our services
-Communicate with you
-Send requested information, reminders, or updates
-Deliver marketing communications only when you have opted in
Improve our systems, workflows, and customer experience
SMS and Mobile Messaging Privacy
If you provide your mobile number and opt in to receive text messages:
-Your number will be used only for messages you have consented to receive (such as appointment reminders, service updates, or marketing messages).
-We do not sell, rent, or share your mobile number with third parties for their own marketing purposes.
-Messages may be sent using our CRM and messaging platform.
-Message frequency varies.
-Message and data rates may apply.
-You may opt out at any time by replying STOP.
-You may request help by replying HELP or contacting us at [email protected].
Disclosure of Personal Information
We may share personal information only as necessary with:
-Service providers who help us operate our business (CRM, hosting, messaging, payment processing)
-Professional advisors (legal, accounting)
-Regulatory or legal authorities when required by law
Third-party tools we currently use include:
Go High Level
All service providers are required to protect your data and use it only for authorized purposes.
Use of Automation and AI Tools
We may use automation and AI-enabled tools to assist with communication, scheduling, and internal efficiency. These tools support human-led processes and do not make legal, financial, or medical decisions about you.
Data Security
We take commercially reasonable steps to protect your personal information from loss, misuse, and unauthorized access. However, no method of transmission or storage is 100% secure.
Data Retention
We retain personal information only for as long as necessary to provide services, meet legal obligations, or resolve disputes. When no longer needed, information is deleted or anonymized.
Your Rights
You may:
-Request access to your personal information
-Request corrections to inaccurate data
-Withdraw marketing consent at any time
-Opt out of communications (email or SMS)
To exercise your rights, contact us using the information below.
Children’s Privacy
Our services are not directed to children under 13, and we do not knowingly collect personal information from children.
Business Transfers
If our business is transferred or acquired, personal information may be included as part of that transfer, consistent with applicable law.
External Links
Our website may link to third-party sites. We are not responsible for the privacy practices of those sites.
Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with the revised effective date.
Contact Us
If you have questions about this Privacy Policy or your data, contact:
Bridget Horton
Holistic Systems Consulting
4342 Meadowsweet Ln
(616) 747-8322
