Information We Collect

Whalen Organizing & Consulting collects information from you in several ways, including when you:

• Book a discovery or strategy call through our website
• Submit a contact or inquiry form
• Enter into a service agreement for consulting, SOP development, or virtual assistant services
• Share business documents, workflows, or operational information as part of an engagement
• Communicate with us by phone, email, or SMS
• Visit our website at whalenorg.com

Personal information collected may include your name, business name, email address, phone number, and details about your business operations, current systems, and organizational needs.

How We Use Your Information

The information we collect is used to:

• Schedule and deliver organizing, SOP development, and virtual assistant services
• Communicate with you about your engagement, deliverables, and project progress
• Send SMS/text messages you have opted in to receive
• Share tools, resources, and recommendations relevant to your business operations
• Maintain records of engagements and deliver ongoing virtual assistant support
• Improve our service delivery and refine our methods over time

We do not use your information for purposes unrelated to the services you engaged or inquired about, and we do not sell or rent your information to any third party.

Business Confidentiality

In delivering organizing and consulting services, Whalen Organizing & Consulting may access sensitive business information including internal processes, team structures, financial workflows, and proprietary operating methods. All such information is treated as strictly confidential and is used only to deliver the services outlined in your service agreement.

Your business information is never shared with other clients, used in case studies without your explicit consent, or disclosed to any third party without your express written permission, except as required by law.

No Sharing of SMS Opt-In Data

Whalen Organizing & Consulting explicitly confirms that:

• No mobile opt-in data or phone numbers will be shared with third parties or affiliates for marketing or promotional purposes.
• SMS opt-in information is used solely to communicate with you about your engagement with Whalen Organizing & Consulting.
• Opting in to SMS messaging does not result in your contact information being transferred to any other database, list, or marketing partner.

This policy is maintained in compliance with CTIA guidelines and carrier requirements for business SMS messaging.

Data Categories We Handle

The following table describes the categories of data we collect, how they are used, and whether they are shared with any third party:

Cookies & Tracking

Our website uses cookies and similar tracking technologies to understand how visitors interact with our site, measure page performance, and improve the user experience. Cookies may be set by Whalen Organizing & Consulting directly or by third-party analytics services such as Google Analytics.

You may control cookie preferences through your browser settings. Note that disabling cookies may affect some website functionality. We do not use cookies for advertising targeting or cross-site behavioral tracking.

Third-Party Services

Whalen Organizing & Consulting uses the following categories of third-party tools to deliver and support our services. Each operates under its own privacy policy and data handling terms:

• Scheduling & CRM Tools — We use scheduling and CRM platforms to manage client appointments, project tracking, and communications. Information submitted through booking forms is subject to those platforms' own privacy policies.
• Communication Tools — We use email and SMS platforms to communicate with clients. Phone numbers are not shared with these platforms for marketing purposes.
• Project Management Tools — Deliverables, SOPs, and project documentation may be stored in secure cloud-based project management tools. Client access is scoped to their own engagement materials.
• Payment Processing — Payments are processed through a secure third-party payment processor. We do not store payment card information directly.

We do not authorize any third-party service to use your personal information for their own marketing or promotional purposes.

Data Retention

We retain your personal information for as long as necessary to deliver the services you engaged us for, comply with our legal obligations, and maintain records relevant to our business. Business information shared during an engagement is retained only as long as needed to deliver and support the agreed deliverables. Personal contact information may be retained for a reasonable period to support follow-up and future engagements, unless you request deletion.

You may request deletion of your personal information at any time by contacting us at lisa@whalenorg.com.

Your Rights

You have the right to:

• Request access to the personal information we hold about you
• Request correction of any inaccurate information
• Request deletion of your personal information, subject to our legal obligations
• Opt out of SMS communications at any time by texting STOP
• Opt out of marketing emails by using the unsubscribe link in any email we send

To exercise any of these rights, please contact us using the information in the Contact section below. We will respond to all requests within a reasonable timeframe.

Security

Whalen Organizing & Consulting implements appropriate technical and organizational measures to protect your personal and business information from unauthorized access, alteration, disclosure, or destruction. These include access controls on systems containing client data and encrypted communications where applicable.

No method of transmission over the internet is completely secure. While we implement commercially reasonable safeguards, we cannot guarantee absolute security. In the event of a data breach affecting your personal information, we will notify you promptly in accordance with applicable law.

Children's Privacy

Whalen Organizing & Consulting does not knowingly collect personal information from individuals under the age of 18. Our services are intended solely for small business owners and individuals who are 18 years of age or older. If you believe we have inadvertently collected personal information from a minor, please contact us immediately and we will take steps to delete that information.

Changes to This Policy

Whalen Organizing & Consulting reserves the right to update this Privacy Policy at any time. Changes will be posted to our website with an updated effective date. We encourage you to review this policy periodically. Continued use of our services following the posting of changes constitutes your acceptance of those changes.