Privacy Policy
Last Updated: January 2026
Introduction
Pivot Transformation ("we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, purchase our services, or engage with our diagnostic and coaching offerings.
By using our services, you consent to the practices described in this Privacy Policy. If you do not agree with this policy, please do not use our services.
Information We Collect
Information You Provide
We collect information that you voluntarily provide to us when you:
- Purchase The Alignment Diagnostic or other services
- Complete the DISC Behavioral Assessment
- Schedule a diagnostic interpretation session
- Communicate with us via email or phone
- Subscribe to our communications
This information may include:
- Name and contact information (email, phone number, mailing address)
- Payment and billing information
- Assessment responses and behavioral data
- Professional information (job title, company, industry)
- Communication preferences
- Any other information you choose to provide
Information Automatically Collected
When you visit our website, we may automatically collect certain information, including:
- IP address and browser type
- Device information and operating system
- Pages visited and time spent on pages
- Referring website or source
- Cookies and similar tracking technologies
How We Use Your Information
We use the information we collect to:
- Provide Services: Deliver The Alignment Diagnostic, DISC assessments, interpretation sessions, and coaching services
- Process Payments: Complete transactions and send receipts and confirmations
- Schedule Sessions: Coordinate diagnostic interpretation and coaching appointments
- Generate Reports: Create personalized diagnostic reports and analysis
- Communicate: Send service-related emails, assessment codes, calendar links, and important updates
- Improve Services: Analyze usage patterns and enhance our diagnostic frameworks and offerings
- Marketing: Send promotional content and information about our services (you can opt out at any time)
- Legal Compliance: Meet legal obligations and protect our rights
How We Share Your Information
We do not sell your personal information. We may share your information with:
Service Providers
We work with third-party service providers who perform services on our behalf, including:
- Payment Processors: To process transactions securely
- Email Service Providers: To send communications and assessment codes
- Calendar/Scheduling Tools: To facilitate appointment booking
- Assessment Platforms: To administer the DISC Behavioral Assessment (PeopleKeys)
- CRM and Marketing Platforms: To manage client relationships (Go High Level)
- Website Hosting: To host and maintain our website
These service providers are contractually obligated to protect your information and use it only for the purposes we specify.
Legal Requirements
We may disclose your information if required by law or if we believe such action is necessary to:
- Comply with legal obligations or court orders
- Protect our rights, property, or safety
- Prevent fraud or illegal activity
- Protect the safety of our clients or the public
Business Transfers
If Pivot Transformation is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.
Data Security
We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:
- Encryption of sensitive data (including payment information)
- Secure hosting and data storage
- Access controls and authentication
- Regular security assessments
However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.
Data Retention
We retain your personal information for as long as necessary to provide our services and fulfill the purposes described in this Privacy Policy. This includes:
- Assessment data and diagnostic reports: Retained for the duration of the client relationship and for a reasonable period afterward for reference purposes
- Payment and billing information: Retained as required for accounting and legal purposes
- Communication records: Retained as necessary to provide ongoing support and services
When your information is no longer needed, we securely delete or anonymize it.
Your Rights and Choices
You have certain rights regarding your personal information:
- Access: Request a copy of the personal information we hold about you
- Correction: Request correction of inaccurate or incomplete information
- Deletion: Request deletion of your personal information (subject to legal obligations)
- Opt-Out: Unsubscribe from marketing communications at any time
- Object: Object to certain processing of your information
- Data Portability: Request your information in a portable format
To exercise these rights, please contact us using the information provided below.
Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small data files stored on your device that help us:
- Remember your preferences and settings
- Understand how you use our website
- Improve website performance and functionality
- Provide relevant content and advertising
You can control cookies through your browser settings. Disabling cookies may affect the functionality of our website.
Third-Party Links
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any personal information.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete it promptly.
California Privacy Rights
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including:
- The right to know what personal information is collected and how it is used
- The right to request deletion of your personal information
- The right to opt-out of the sale of personal information (we do not sell personal information)
- The right to non-discrimination for exercising your privacy rights
To exercise these rights, please contact us using the information below.
International Users
Our services are operated in the United States. If you are accessing our services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your country.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we make changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this Privacy Policy periodically.
If we make material changes, we will notify you by email or through a prominent notice on our website.
Contact Us
If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:
Pivot Transformation
Email: [email protected]
Note: This is a template privacy policy. Please consult with a legal professional to ensure compliance with applicable laws and regulations in your jurisdiction.