Introduction

Welcome to Whalen Organizing & Consulting. These terms and conditions outline the rules and regulations for the use of our services and our commitment to your privacy. By accessing or using our services, you agree to be bound by these terms in their entirety.

Whalen Organizing & Consulting is a small business consulting firm based in Littleton, Colorado, specializing in helping small business owners design custom operating systems, standard operating procedures, and workflows so their businesses run more efficiently and profitably. We serve small businesses in Littleton, CO and beyond.

Age Restriction

Our services are intended solely for individuals who are 18 years of age or older. By using our services or providing your personal information to us, you represent and warrant that you are at least 18 years old. If you are under 18, you are not permitted to use our services, submit any personal information, or opt in to our SMS messaging program. Whalen Organizing & Consulting reserves the right to terminate any service agreement upon discovering that a client is under the age of 18.

Services Offered

Whalen Organizing & Consulting provides the following services for small businesses, subject to availability and engagement scope:

• Standard Operating Procedures & Systems — Developing and implementing custom SOPs and operating systems to modernize how your business runs, reduce owner dependency, and create repeatable workflows your team can follow independently.
• Workspace & Office Organization — Organizing home offices or corporate workspaces and aligning your physical environment with your operational strategy, team structure, and technology tools.
• Virtual Assistant Services — Ongoing administrative support to handle routine tasks, freeing you to focus on the work that grows your business.

All services are delivered based on an initial assessment of your business needs. Specific scope, deliverables, timelines, and fees are outlined in individual service agreements provided at project commencement.

Confidentiality

In the course of delivering consulting and organizing services, Whalen Organizing & Consulting may have access to sensitive business information, including internal processes, workflows, team structures, financial practices, and proprietary operating methods. All such information is treated as strictly confidential and will not be shared with any third party without your express written consent, except as required by law.

Clients are encouraged to share openly so that recommendations and systems can be tailored accurately to their actual operations. All information shared in the course of an engagement is used solely to deliver better outcomes for that client.

Privacy & Protection of Personal Information

Whalen Organizing & Consulting respects your privacy and is committed to protecting your personal information. Our full Privacy Policy is available at whalenorg.com/privacy-policy. By using our services, you acknowledge that you have read and understood our Privacy Policy.

Collection of Personal Information

We collect personal information from you in various ways, including when you book a discovery call, submit a contact or inquiry form, engage our services, or communicate with us directly. Information collected may include your name, email address, phone number, business name, and details about your business operations and organizational needs.

Use of Personal Information

The personal information we collect is used for the following purposes:

• To schedule and deliver organizing, SOP development, and virtual assistant services.
• To communicate with you regarding your engagement, deliverables, and project progress.
• To send SMS/text messages as described in our SMS Program section above (with your consent).
• To share resources, tools, and updates relevant to your business operations.
• To maintain records necessary for our business operations and engagement history.

Non-Disclosure of Personal Information

Whalen Organizing & Consulting guarantees that your personal information will never be sold, traded, or rented to any third parties. The information you provide is solely for the use of Whalen Organizing & Consulting and its related business activities.

Intellectual Property

All custom SOPs, workflow documentation, operating systems, and templates developed specifically for your business become your property upon receipt of full payment. Whalen Organizing & Consulting retains ownership of any underlying frameworks, methodologies, and general templates that are not uniquely created for a single client, which may be adapted for use with other clients.

Deliverables are for your internal business use and may not be resold, sublicensed, or distributed without prior written consent from Whalen Organizing & Consulting.

Information Security

We take appropriate security measures to protect against unauthorized access to, or unauthorized alteration, disclosure, or destruction of your data. Our security practices include internal reviews of our data collection, storage, and processing, as well as measures to guard against unauthorized access to systems where we store personal data.

Consent

By using our services and/or opting in to our SMS messaging program, you expressly consent to the collection and use of your personal information as described in these terms and conditions. SMS consent and phone numbers are never shared with third parties or affiliates for marketing purposes.

Limitation of Liability

Whalen Organizing & Consulting provides consulting, organizing, and virtual assistant services in good faith and to the best of its professional ability. However, business outcomes depend on many factors beyond our control, including client implementation, team adoption, and market conditions. Whalen Organizing & Consulting is not liable for incidental, consequential, or indirect damages arising from the use of or reliance on our services, recommendations, or deliverables. Results will vary based on individual business circumstances and implementation.

Changes to These Terms

Whalen Organizing & Consulting reserves the right to modify these terms and conditions at any time. We will communicate any changes by posting the updated terms on our website. Continued use of our services after any changes constitutes your acceptance of the new terms.