I want you to know how my services work and what information I ask you for and why. I treat your personal information with care and do not share it with others for marketing purposes.
The specific data gathered will depend on the type of engagement that is relevant to you.
What information is collected and why?
Here are some practical examples of the different types of business relationship that may be relevant to you so that you know what to expect.
* You engage me to provide services such as coaching, consulting, career document preparation, or other services as agreed
* You contact me to discuss your needs and get information about my services
* You search for information and find my website through online search or by referral.
* You subscribe to my newsletter
* You request a specific information product or products, such as a tip sheet or resource guide that is relevant to your needs
* You participate in a class, workshop, online meeting, or other educational event
Read the sections below that apply to your situation.
If you have any questions, please contact me.
Client Services: Information for Service Provision and Enquiries
Service Provision
When we work together, I will ask you to provide personal information to enable me to provide the agreed service and to fullfill legal, ethical, and regulatory obligations.
The personal data collected typically includes contact details such as full name, email, telephone number/s, address, age, and current employer when applicable.
In addition to the personal details, I will ask you to sign an agreement regarding the proposed work. This will include a confidentiality agreement so that you know what to expect.
You will receive details about how to pay for your services.
You are in control of the financial information such as credit card information that you provide. It is processed externally, for example through a bank or other secure payment processor such as PayPal. For more details, check the privacy policy of the relevant provider.
Service Enquiries
Sometimes this involves an initial consultation so that I can better understand your needs and answer your questions about services. The information you provide is held in confidence.
I will ask for contact information. I may ask you to complete an online survey or answer questions by email so that I can respond appropriately to your request for information.
Information for newsletter subscriptions and fulfillment of requests for information products.
Newsletter Subscription
If you choose to stay in touch by reading my newsletter, you are in control of your subscription.
Initial sign up involves two steps:
Initial sign up involves two steps:
1. I will ask you to fill in a form to send in your email address and name.
2. You will need to confirm your request by clicking on the link in the email that you get when your form has been received.
You can change your mind at any time.
Subsequent emails always give you information about how to automatically unsubscribe or update your information.
Subsequent emails always give you information about how to automatically unsubscribe or update your information.
I use a third party service to manage this process more securely, to protect you from spam, and to enable you to control your subscription from within your own email.
Specific information product requests
Sometimes I will ask you for your name and email so that I can fulfill a request for specific information. For example, you might request a worksheet, tips sheet, or other educational content.
The process is similar to the newsletter subscription outlined above.
Even if you already receive my newsletter, you will need to sign up again so that I can fulfill this specific request whether or not you are a newsletter subscriber.
Participation in Educational Events
If you sign up attend an educational event, either in-person or online, I will ask for the information needed to communicate with you before, during, and after the event. I may ask you if you would like to be kept informed of future similar events.
Feedback will be aggregated and used for quality assurance and service improvements. Testimonials will only be shared with your consent.
Tracking Website Visits, Social Media Contacts, and ongoing Subscriptions
You will not be contacted directly as a result of visiting my website, unless you make a specific request.
I use technical tools such as google analytics to track website activity and better understand how visitors interact with my website, newsletter, social media posts, or other means of communicating.
This information is used to administer the website and subscriptions. Data is analyzed in aggregate as a way of identifying patterns and trends that inform service provision and business development.
Please check your browser for the privacy options available to you while using websites and online communication tools.
Social media platforms have their own privacy policies. For information, visit the relevant site.
You can change your newsletter subscription at any time by following the instructions at the end of each newsletter.
If you have any questions about your personal information please contact me.