Privacy Policy
At PDL Consultant Group, LLC, safeguarding executive confidentiality and client data privacy is fundamental to our practice. This policy outlines how we collect, protect, and handle your information.
1. Information We Collect
When you interact with PDL Consultant Group, LLC through our website, schedule a consultation, or engage our advisory services, we may collect personal and organizational details, including:
- Contact information (Name, executive title, company or non-profit name, email address, phone number).
- Consultation scheduling details submitted via our scheduling integration (TidyCal).
- Inquiry form communications regarding strategic coaching, grant development, or corporate benefits.
2. How We Use Your Information
We use collected information solely for professional executive advisory purposes, specifically to:
- Deliver customized strategic planning, grant writing, staff development, and coaching services.
- Coordinate executive strategy sessions and follow-up communications.
- Provide access to authorized partner software portals (e.g., Wealth Transfer Alliance estate planning software).
- Maintain compliance with Federal SBA small business record-keeping requirements.
3. Executive Confidentiality & Non-Sale of Data
We never sell, rent, lease, or trade your personal or corporate information to third-party marketers. All strategic discussions, grant documentation, and psychometric assessments are treated under strict executive non-disclosure standards.
4. Third-Party Integrations
Our website links to authorized partner portals, including TidyCal (scheduling) and Wealth Transfer Alliance (estate planning and corporate employee benefits). While we ensure secure link handling, we recommend reviewing the respective privacy policies of third-party platforms when interacting with their software.
5. Contact Privacy Inquiries
If you have questions regarding this Privacy Policy or wish to request data updates or removal, please contact Dr. LaKeshia Payton and our administrative office: