Privacy Policy for HELM Leadership Group, LLC

Last Updated: 01APR2026

HELM Leadership Group, LLC (“HELM,” “we,” “us,” or “our”) provides leadership consulting, executive coaching, and organizational development services. We are committed to protecting your privacy. This Privacy Policy describes how we collect, use, and disclose your personal information, and explains your privacy rights under applicable US state laws, including the California Consumer Privacy Act (CCPA/CPRA), Virginia Consumer Data Protection Act (VCDPA), Colorado Privacy Act (ColoPA), Connecticut Data Privacy Act (CTDPA), Utah Consumer Privacy Act (UCPA), and others.

1. Scope and Applicability

This policy applies to all individuals residing in the United States who interact with HELM, including:

Clients (individuals and representatives of corporate clients)
Website visitors
Prospects and subscribers
Event attendees

For the purposes of this policy, “personal information” means any information that identifies, relates to, describes, or is reasonably capable of being associated with a particular individual.

2. Categories of Personal Information We Collect

We collect the following categories of personal information:

Category	Examples	Source
Identifiers	Name, mailing address, email address, phone number, IP address, company name, job title.	Directly from you; your employer; website cookies.
Professional/Employment Data	Business history, leadership challenges, performance goals, feedback provided during coaching sessions, résumé data (if submitted).	Directly from you during consulting engagements.
Commercial Information	Records of services purchased, consulting contracts, payment history.	Transactions with us.
Internet Activity	Website browsing history, interaction with our emails, event registration data.	Cookies, pixels, analytics tools (e.g., Google Analytics).
Sensitive Data	We generally do not collect sensitive data. However, if coaching sessions inadvertently involve health data or precise geolocation, we treat such data with heightened confidentiality and only process it with your explicit consent.	N/A

3. Purposes for Collecting and Using Personal Information

We use your information for the following business purposes:

Service Delivery: To provide leadership consulting, coaching, and facilitation services.
Communication: To respond to inquiries, schedule sessions, and send administrative information.
Marketing: To send newsletters, white papers, and event invitations. (We use an “opt-in” consent model where required by law.)
Security: To maintain the security of our website and internal systems.
Compliance: To comply with legal obligations, enforce our agreements, and protect our rights.

4. NO SALE OR SHARING OF PERSONAL INFORMATION

HELM Leadership Group, LLC does not sell your personal information.

We do not, and have not in the preceding 12 months, sold, rented, traded, or otherwise disclosed your personal information for monetary or other valuable consideration. We also do not share your personal information for cross-context behavioral advertising (often referred to as “targeted advertising” or “interest-based advertising”).

Our Commitment:

We do not disclose your personal information to third parties for their own direct marketing purposes without your explicit consent.
We do not use cookies or tracking technologies to serve targeted advertisements across unaffiliated websites.
We will never sell your information to data brokers, marketing agencies, or any other third party.

If our practices ever change in the future, we will provide you with a clear “opt-out” mechanism before any sale or sharing occurs, as required by applicable law.

5. Disclosure of Personal Information

While we do not sell or share your information for advertising purposes, we may disclose your information to the following categories of third parties strictly for business purposes:

Category of Third Party	Purpose
Service Providers	Vendors who process data on our behalf to operate our business (e.g., CRM software like HubSpot, payment processors like Stripe, email marketing platforms, cloud storage, scheduling tools like Calendly). These parties are contractually obligated to keep your information confidential and may only use it to perform services for us.
Professional Advisors	Lawyers, accountants, and insurers for legal, financial, and risk management purposes.
Legal Authorities	When required by law, subpoena, court order, or to protect the safety and rights of HELM, our clients, or others.
Business Transfers	In connection with a merger, acquisition, or sale of all or substantially all of our assets. You will be notified of any such change in ownership or control.

6. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law. Typically:

Client Records: Retained for the duration of the engagement plus seven (7) years to comply with tax and legal obligations.
Marketing Contacts: Retained until you unsubscribe or request deletion.
Website Logs: Retained for twelve (12) months for security analysis and performance monitoring.

7. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance website functionality, analyze traffic, and remember user preferences. We do not use cookies to serve targeted advertisements.

Your Choices:

Browser Settings: You can control the use of cookies at the individual browser level. If you reject cookies, you may still use our site, but some features may be limited.
Analytics Opt-Out: We use Google Analytics to understand website usage. You can opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on.
Global Privacy Control (GPC): Our website honors the Global Privacy Control signal, which broadcasts your opt-out preference regarding the sale and sharing of personal information. Because we do not sell or share your data, the GPC signal confirms our commitment to your privacy preferences.

8. Your Privacy Rights (US State Specifics)

Depending on your state of residence (e.g., California, Virginia, Colorado, Connecticut, Utah, Oregon, Texas, etc.), you may have the following rights regarding your personal information. We will not discriminate against you for exercising these rights.

Right to Know/Access: You have the right to confirm whether we are processing your data and to access that data.
Right to Correction: You have the right to correct inaccuracies in your personal information.
Right to Deletion: You have the right to request deletion of your personal information, subject to exceptions (e.g., we may retain data to complete a contract, comply with tax laws, or for security purposes).
Right to Opt-Out of Sale/Sharing: You have the right to opt out of the “sale” of your personal information and targeted advertising. *As stated in Section 4, HELM does not sell or share personal information. However, we honor opt-out requests regarding analytics tracking as a best practice.*
Right to Portability: You have the right to receive a copy of your data in a portable, readily usable format.
Right to Limit Sensitive Data Use: You have the right to limit the use of sensitive personal information (if collected) to authorized business purposes.
Right to Appeal: If we deny your request, you have the right to appeal our decision.

To exercise these rights, please contact us using the information in Section 11. We will verify your identity by matching the information provided in your request with the information we have on file.

California Residents (CCPA/CPRA):

You have the right to request that we disclose the categories and specific pieces of personal information we have collected about you.
You have the right to request deletion of your personal information.
You have the right to opt out of the sale or sharing of your personal information. As noted, we do not sell or share your information.
You have the right to non-discrimination for exercising your privacy rights.

Virginia, Colorado, Connecticut, Utah Residents:

We process your data only for purposes consistent with this notice.
You may appeal a denied request by replying to the denial email with “APPEAL” in the subject line.

9. Security

We implement and maintain commercially reasonable administrative, technical, and physical safeguards designed to protect the security of your personal information from unauthorized access, destruction, use, modification, or disclosure. However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee its absolute security.

10. Children’s Data

Our services are strictly business-to-business (B2B) and are not directed to individuals under the age of 18. We do not knowingly collect, sell, or share personal information of minors under 18 years of age. If we become aware that we have inadvertently collected personal information from a child under 18, we will delete that information promptly.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal obligations. If we make material changes, we will notify you by updating the “Last Updated” date at the top of this policy and, where required, by email or a prominent notice on our website. We encourage you to review this policy periodically.

12. Contact Information & Appeals

If you have any questions or concerns regarding this Privacy Policy, or if you wish to exercise your rights or appeal a decision regarding your personal information, please contact us:

HELM Leadership Group, LLC
5900 Balcones Drive
Suite 100 #22551
Austin, TX 78731

Email: info@leadwithhelm.com
Phone: 512.714.4356

Response Time: We aim to respond to verified requests within 45 days as required by state laws. If we need an extension, we will notify you within the initial 45-day period and explain the reason for the delay.

13. California Notice at Collection (Supplemental)

Under California law, we are required to provide a “Notice at Collection” at or before the point we collect your personal information. The categories of personal information we collect are listed in Section 2 above. We collect this information for the business purposes described in Section 3. We do not sell or share your personal information. For more details, please refer to the full policy above or contact us at info@leadwithhelm.com.