Woodbridge Consulting ("we," "our," or "us") operates the website woodbridgeconsulting.co. This Privacy Policy explains how we collect, use, and protect information when you visit our website, contact us, or engage our services.
We may collect personal information you voluntarily provide when you fill out a contact form, complete the financial assessment quiz, book an intro call, or send us an email. This includes your name, email address, phone number, business name, business type, and any details you share about your operation.
We also collect standard technical data automatically when you visit our site, including your IP address, browser type, pages visited, and time spent on the site. This data is collected through analytics tools including Google Analytics and is used solely to improve website performance and understand how visitors engage with our content.
We use the information you provide to respond to your inquiries, schedule calls, deliver our services, and communicate with you about your engagement. We don't sell, rent, or share your personal information with third parties for marketing purposes.
Information collected through our financial assessment quiz is used to send you your results and follow up regarding our services. By completing the quiz and submitting your contact information, you consent to receiving a follow-up communication from our team.
When Woodbridge Consulting performs technology systems audits, software configuration, QuickBooks setup, or any work that involves accessing or modifying your existing platforms, subscriptions, or data environments, the following terms apply:
Clients are solely responsible for ensuring that all relevant systems, data, and accounts are properly backed up before any technology work begins. Woodbridge Consulting isn't responsible for any data loss, system disruption, or unintended changes that may occur during or after systems work if the client hasn't confirmed that a current backup exists.
If a client's systems aren't backed up at the time work is scheduled and the client requests that Woodbridge Consulting perform or arrange a backup prior to beginning work, this service will be billed as an additional cost separate from the monthly retainer or project scope. The cost will be communicated and agreed upon in writing before any backup work begins.
Clients are responsible for maintaining accurate access credentials, administrator permissions, and authorization for any platforms or systems they ask Woodbridge Consulting to access on their behalf.
We may use third party tools such as scheduling software, email platforms, analytics services, and customer relationship management systems to operate our business. These services have their own privacy policies and we encourage you to review them. Our use of third party tools doesn't constitute an endorsement of those services.
When we access third party platforms on behalf of a client as part of an engagement, we do so only with the client's explicit authorization. We're not responsible for the privacy practices, security, or data handling of those platforms.
Our website may use cookies to improve your browsing experience and collect analytics data. You can choose to disable cookies through your browser settings. Disabling cookies may affect certain features of the site.
We take reasonable measures to protect your information. However, no method of transmission over the internet is completely secure and we can't guarantee absolute security. We encourage clients to use strong passwords and secure access methods for any platforms shared with our team.
We retain client information for as long as necessary to deliver our services and meet our legal obligations. If you would like us to delete your information, please contact us and we'll respond within a reasonable timeframe.
You have the right to request access to the personal information we hold about you, to request corrections, or to request deletion subject to any legal obligations we may have to retain certain records. To exercise any of these rights, please contact us using the information below.
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated date. Your continued use of our website after any changes constitutes your acceptance of the updated policy.
If you have questions about this Privacy Policy or how we handle your information, please reach out to us directly. We aim to respond to all inquiries within two business days.