1. Overview

Compass Strategy Design LLC (“we,” “us,” or “our”) is a Salesforce consulting firm. This policy describes how we collect, use, and protect the personal information you provide when submitting our contact form — whether on our website or via LinkedIn.

2. What we collect

When you submit our contact form, we collect only the following:
Full name: To address you properly in correspondence.
Email address: To respond to your inquiry and follow up.
Company name: To understand your organizational context.
Message (your reason for connecting): To understand your goals and tailor our response.
We do not collect sensitive personal data, payment information, or any data beyond what is listed above.

3. How we use your information

We use the information you submit solely to:
• Respond to your inquiry and facilitate an initial conversation about our services;
• Assess whether we may be a good fit to support your Salesforce needs; and
• Follow up with you as part of our normal business process.
We will not use your information for unsolicited marketing, nor will we add you to any mailing list without your explicit consent.

4. How we store your information

Your submission may be stored in our CRM system (Salesforce) and/or our email platform. We take reasonable technical and organizational steps to protect your data against unauthorized access, loss, or disclosure. Access is limited to team members who need it to respond to your inquiry.

5. Sharing your information

We do not sell, rent, or trade your personal information to any third party. We may share your data only with trusted service providers (such as our CRM or email platform) who process it on our behalf and are bound by appropriate data protection obligations. We will disclose your information if required by law.

6. Data retention

We retain your information for as long as necessary to fulfill the purpose for which it was collected — typically the duration of any business relationship or active conversation, plus a reasonable period thereafter.

7. Your rights

Depending on your location, you may have the right to:
• Access the personal data we hold about you;
• Request correction of inaccurate data;
• Request deletion of your data; or
• Withdraw consent at any time.
To exercise any of these rights, please contact us at info@solutionsbycompass.com.

8. Third-party platforms

If you submit a form via LinkedIn, your submission is also subject to LinkedIn’s privacy policy. We are only responsible for how we handle the data once it reaches us. Your data is accessible to us on LinkedIn for 12 months following submission.

9. Changes to this policy

We may update this privacy policy from time to time. Changes will be posted at solutionsbycompass.com/privacy with a revised effective date. Continued use of our form after any changes constitutes acceptance of the updated policy.

10. Contact us

Questions about this policy? Reach us at:
info@solutionsbycompass.com