Privacy Policy
Strategic Doing Institute, LLC
Effective Date: September 6, 2025
1. Introduction
Strategic Doing Institute, LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, register for an account, sign up for our newsletter, purchase services, or otherwise interact with us.
Please read this policy carefully. By using our website or services, you acknowledge that you have read and understood this Privacy Policy.
2. Who We Are
Strategic Doing Institute, LLC is the data controller responsible for your personal data.
Contact for Privacy Inquiries: brad@strategicdoing.net
If you are located in the European Economic Area (EEA) or United Kingdom and have concerns about our data practices that we have not adequately addressed, you have the right to lodge a complaint with your local data protection authority.
3. Information We Collect
We collect information in several ways:
Information You Provide Directly
Account registration information (name, email address, password, organization, professional role); newsletter signup (email address, name); contact form submissions via Monday.com (name, email, message content, and any other information you choose to provide); payment information for purchases (processed securely by Stripe; we do not store your full credit card number); workshop or event registration details; and communications you send to us.
Information Collected Automatically
When you visit our website, we automatically collect certain information, including: IP address, browser type and version, operating system, device identifiers, pages visited and time spent on pages, referring website or source, date and time of visits, and clickstream data.
Information from Cookies and Similar Technologies
We use cookies and similar tracking technologies to collect information about your browsing behavior. See Section 7 (Cookies and Tracking Technologies) for details.
4. How We Use Your Information
We use the information we collect for the following purposes:
Providing Services: To create and manage your account, process transactions, deliver content, and provide customer support.
Communications: To send newsletters you have subscribed to, respond to inquiries, and provide updates about our services, workshops, and events.
Improvement: To analyze website usage, improve our content and services, and develop new offerings.
Marketing: To deliver relevant communications and measure their effectiveness (with your consent where required).
Security: To detect, prevent, and address fraud, unauthorized access, and other harmful activity.
Legal Compliance: To comply with applicable laws, regulations, and legal processes.
5. Legal Bases for Processing (EEA/UK Users)
If you are located in the European Economic Area or United Kingdom, we process your personal data based on the following legal grounds:
Contract: Processing necessary to perform a contract with you (e.g., providing services you purchased, managing your account).
Consent: Processing based on your explicit consent (e.g., newsletter subscriptions, marketing communications, non-essential cookies).
Legitimate Interests: Processing necessary for our legitimate business interests, provided those interests do not override your rights (e.g., website analytics, fraud prevention, improving our services).
Legal Obligation: Processing necessary to comply with legal requirements.
You may withdraw consent at any time by contacting us or using the unsubscribe mechanism in our communications.
6. How We Share Your Information
We do not sell your personal data. We do not share your email lists with partners for their marketing purposes.
We may share your information with the following categories of recipients:
Service Providers
We work with third-party companies that help us operate our website and deliver services:
Stripe – Payment processing (Stripe Privacy Policy)
Monday.com – Contact form and workflow management (Monday.com Privacy Policy)
Google Analytics – Website analytics (Google Privacy Policy)
Mailchimp (Intuit) – Email marketing and newsletter delivery (Mailchimp Privacy Policy)
Kinsta – Website hosting (Kinsta Privacy Policy)
Automattic (Gravatar) – Profile image service for commenters (Automattic Privacy Policy)
These providers are contractually obligated to use your data only as necessary to provide services to us and in compliance with applicable law.
Legal Requirements
We may disclose your information if required by law, regulation, legal process, or governmental request, or to protect our rights, property, or safety, or that of others.
Business Transfers
If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
7. Cookies and Tracking Technologies
What Are Cookies? Cookies are small text files stored on your device when you visit a website. They help websites function, remember your preferences, and provide analytics.
Types of Cookies We Use
| Category | Purpose | Examples |
|---|---|---|
| Strictly Necessary | Essential for website functionality, login, and security | Session cookies, authentication cookies, CSRF tokens |
| Functional | Remember your preferences and settings | Language preferences, display settings, comment form data |
| Analytics | Understand how visitors use our site | Google Analytics |
Managing Cookies
When you first visit our site, you will be presented with a cookie consent banner allowing you to accept or decline non-essential cookies. You can change your preferences at any time through our cookie settings.
You can also control cookies through your browser settings. Note that disabling certain cookies may affect website functionality.
Do Not Track
Some browsers offer a “Do Not Track” feature. Our website does not currently respond to Do Not Track signals, but you can manage tracking through our cookie preference center.
8. Data Retention
We retain your personal data only as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required by law.
Account information: Retained while your account is active and for a reasonable period thereafter to allow reactivation or address disputes.
Transaction records: Retained as required for tax, legal, and accounting purposes (typically 7 years).
Newsletter subscriptions: Retained until you unsubscribe.
Contact form inquiries: Retained for up to 3 years unless ongoing communication continues.
Comments: Retained indefinitely to support comment threading and moderation, unless you request deletion.
Analytics data: Retained in aggregated or anonymized form.
9. International Data Transfers
Strategic Doing Institute, LLC is based in the United States. If you are accessing our website from outside the United States, please be aware that your information will be transferred to, stored, and processed in the United States and potentially other countries where our service providers operate.
For transfers from the EEA, UK, or Switzerland to the United States and other countries, we rely on: Standard Contractual Clauses approved by the European Commission; data processing agreements with our service providers; and other lawful transfer mechanisms as applicable.
By using our website and providing your information, you acknowledge this transfer.
10. Your Privacy Rights
Depending on your location, you may have the following rights regarding your personal data:
All Users
Access: Request a copy of the personal data we hold about you.
Correction: Request correction of inaccurate or incomplete data.
Deletion: Request deletion of your personal data (subject to legal retention requirements).
Opt-Out: Unsubscribe from marketing communications at any time.
EEA/UK Users (GDPR)
In addition to the above, you have the right to: restrict processing of your data; object to processing based on legitimate interests; data portability (receive your data in a structured, machine-readable format); withdraw consent at any time; and lodge a complaint with your local data protection authority.
California Residents (CCPA/CPRA)
You have the right to: know what personal information we collect, use, and disclose; delete your personal information; opt out of the sale or sharing of personal information (we do not sell your data); non-discrimination for exercising your privacy rights; correct inaccurate personal information; and limit use of sensitive personal information.
To exercise any of these rights, contact us at brad@strategicdoing.net. We will respond within the timeframes required by applicable law (generally 30 days for GDPR, 45 days for CCPA).
We may need to verify your identity before fulfilling your request.
11. Data Security
We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, alteration, disclosure, or destruction. These measures include encryption, secure hosting, access controls, and regular security assessments.
However, no method of transmission over the Internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.
12. Children’s Privacy
Our website and services are not directed to individuals under the age of 16. We do not knowingly collect personal data from children. If you believe we have inadvertently collected information from a child, please contact us immediately at brad@strategicdoing.net, and we will take steps to delete such information.
13. Third-Party Links
Our website may contain links to third-party websites, services, or content. This Privacy Policy does not apply to those third parties. We encourage you to review the privacy policies of any third-party sites you visit.
14. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make material changes, we will notify you by updating the “Last Updated” date at the top of this policy and, where appropriate, provide additional notice (such as email notification or a prominent notice on our website).
We encourage you to review this policy periodically.
15. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:
Strategic Doing Institute, LLC
Email: brad@strategicdoing.net
This Privacy Policy was last reviewed and updated on September 6, 2025.