Privacy Policy

Privacy Policy

Last Updated: February 28, 2026

Introduction

True North Agile LLC (“True North Agile,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website (the “Site”), communicate with us, or engage our services.

If you do not agree with this Privacy Policy, please do not use the Site.

1. Scope of This Policy

This Privacy Policy applies to information collected through:

  • Our website and any landing pages, microsites, or related web properties operated by True North Agile, regardless of hosting platform
  • Contact forms
  • Appointment scheduling tools
  • Email and SMS communications
  • Discovery calls and consulting engagements
  • Marketing communications and newsletters
  • CRM and marketing automation systems used to manage client relationships

True North Agile provides advisory and consulting services. We do not host, manage, or administer client production databases or customer systems. We do not act as a data processor for client-controlled systems. Clients are solely responsible for the privacy, security, and compliance of their own platforms, systems, and data.

2. Information We Collect

A. Information You Provide Directly

When you submit a contact form, subscribe to updates or newsletters, schedule a consultation, participate in a discovery call, engage us for services, or communicate via email, phone, or SMS, we may collect:

  • Name
  • Email address
  • Phone number
  • Company name and role
  • Business context and operational information
  • Communication preferences
  • Information you voluntarily provide during consultations

You are responsible for ensuring you have the right to share any information provided to us.

B. CRM and Marketing Data

We may use customer relationship management (CRM) and marketing automation platforms to:

  • Manage inquiries and communications
  • Track engagement history
  • Send newsletters or service-related updates
  • Manage event registrations
  • Maintain client relationship records

These systems may store contact details, communication history, and interaction data.

You may unsubscribe from marketing emails at any time using the unsubscribe link provided.

SMS Communications. We may send SMS messages for appointment reminders, service updates, or marketing communications. By providing your phone number and opting in, you consent to receive such messages. You may opt out at any time by replying STOP. Message and data rates may apply. Message frequency varies.

C. Meeting Notes and Recordings

During discovery calls or consulting sessions, we may capture written notes using digital tools. With your explicit consent, we may record audio or video of meetings using tools such as Zoom, Fathom, or similar platforms. These tools may generate automated transcripts and summaries, including through AI-assisted processing. Recordings and related materials are maintained as internal business records and are not shared externally without your consent. You may withdraw consent for future recordings at any time.

D. AI-Assisted Preparation and Analysis

We may use artificial intelligence (“AI”) tools to:

  • Prepare for consultations
  • Summarize meeting notes or transcripts
  • Draft follow-up communications
  • Analyze themes or patterns in discussions

AI tools may also be used to process meeting recordings and transcripts where recording consent has been provided, as described in Section 2C. Such tools operate as service providers under contractual confidentiality and data protection obligations.

AI tools are used solely to support professional services. We do not use personal information to train public AI models. AI-generated outputs are treated as internal work product and are subject to the same confidentiality standards as other business records.

We request that highly sensitive personal data (such as medical information, government identification numbers, or financial account numbers) not be shared unless governed by a separate written agreement.

E. Automatically Collected Information

When you visit our Site, we may collect:

  • IP address
  • Browser type
  • Device information
  • Pages visited
  • Referring URL
  • Date and time of access

This information is collected via cookies and similar technologies.

3. Cookies and Tracking Technologies

We use cookies and similar technologies to operate the website, analyze usage and performance, improve user experience, and measure marketing effectiveness.

  • Essential Cookies: Required for basic website functionality.
  • Analytics Cookies: Help us understand how visitors use our website.
  • Preference Cookies: Remember your choices and preferences.

Third-Party Services

How Google uses data: Google may collect and process certain data as described in How Google uses data when you use our partners’ sites or apps.

Managing Cookies. Our Site provides a cookie consent mechanism. Most browsers also allow you to control cookies through settings.

Do Not Track. Our Site does not currently respond to browser “Do Not Track” signals.

4. How We Use Information

We use information to:

  • Respond to inquiries
  • Deliver advisory and consulting services
  • Maintain client relationship records
  • Send newsletters or updates (with consent where required)
  • Improve website content and performance
  • Maintain security and prevent misuse
  • Comply with legal and regulatory obligations

We may use automated workflows to send timely communications based on your interactions, such as follow-up messages after form submissions, event registrations, or opt-in requests. You may opt out of automated marketing communications at any time using the unsubscribe link provided or by replying STOP to SMS messages.

We do not sell personal information for monetary compensation. We may share limited information with advertising platforms as described in this policy for purposes such as conversion tracking and remarketing.

5. How We Share Information

We may share information with trusted service providers that support our operations, including:

  • Website hosting providers
  • Scheduling platforms
  • CRM and marketing automation platforms
  • Email and messaging service providers
  • Meeting and collaboration tools
  • Analytics providers
  • Advertising platforms
  • AI tools used to assist in delivering services

These providers process information on our behalf and are required to implement reasonable safeguards consistent with their obligations and to process information only as necessary to provide their services to us.

We may also disclose information:

  • To comply with legal obligations
  • To respond to lawful requests
  • To protect our rights
  • In connection with a business transfer or reorganization

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

6. International Data Transfers

Some service providers may process information outside the United States. Where applicable, we rely on contractual safeguards and industry-standard protections to support appropriate handling of information.

If you are located in the European Union, United Kingdom, or another jurisdiction with data protection laws, you may have additional rights regarding your personal information under applicable law, including the European Union General Data Protection Regulation (GDPR) or equivalent legislation. To exercise any such rights, please contact us using the information in Section 13.

7. Data Retention

We retain personal information only as long as reasonably necessary to:

  • Provide services
  • Maintain business and financial records
  • Comply with legal obligations
  • Protect legal interests

Examples:

  • Inquiry and marketing data may be retained for relationship management purposes.
  • Client-related information may be retained in accordance with applicable tax, accounting, and legal requirements, which may extend up to seven years.
  • Analytics data is retained according to provider settings.

You may request deletion of your information, subject to legal obligations.

8. Security

We implement reasonable administrative, technical, and organizational safeguards to protect information. However, no system can guarantee complete security.

If you believe your interaction with us has been compromised, please contact us.

9. Age Restrictions

Our services are intended for business professionals and are not directed to individuals under the age of 18. We do not knowingly collect personal information from individuals under 18. If we become aware that such information has been collected, we will take appropriate steps to delete it.

10. Your Rights

Depending on your jurisdiction, you may have rights to:

  • Right to Access: Request a copy of the personal information we hold about you.
  • Right to Rectification: Request correction of inaccurate or incomplete information.
  • Right to Erasure: Request deletion of your personal information.
  • Right to Restrict Processing: Request that we limit how we use your information.
  • Right to Data Portability: Where required by applicable law, you may have the right to request a copy of your personal information in a structured, commonly used format.
  • Right to Object: Object to processing of your personal information.
  • Right to Withdraw Consent: Withdraw consent for data processing where applicable.

How to Exercise Your Rights

To exercise any of these rights, please contact us using one of the following methods:

Response Time: We will respond to your request within the timeframe required by applicable law. If we need additional time, we will notify you of the reason and extension period.

State-Specific Rights

Residents of certain states, including California, Virginia, and Colorado, may have additional rights under applicable data protection laws, including the right to access, correct, or delete personal information, the right to opt out of certain data processing activities, and the right to appeal a denial of a privacy request. To exercise any of these rights, contact us using the information above. We will respond within the timeframe required by applicable law.

You may opt out of certain targeted advertising by adjusting your cookie preferences on our Site, your browser settings, or advertising platform settings.

Our Site may contain links to third-party websites. We are not responsible for their privacy practices.

12. Changes to This Policy

We may update this Privacy Policy periodically. Material changes will be indicated by updating the “Last Updated” date and, where appropriate, providing additional notice. Continued use of the Site following any changes constitutes acceptance of the updated policy.

13. Contact Information

True North Agile LLC Richmond, Virginia Email: [email protected] Website: https://truenorthagile.com