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Data Privacy Policy

Clients First Consulting LLC is a limited liability corporation organized under the laws of Georgia (“CLIENTSFirst Consulting”, “CLIENTSFirst” or “we”, “our”, “us”). CLIENTSFirst Consulting values the privacy of its customers and contacts and created this resource that describes the personal information that we: (a) collect through our website at www.clientsfirstconsulting.com, www.epiccrmfails.com and equivalent domains (the “Site”), and our use of that information, as well as (b) how we use your personal information in our services (“Services”) to the entities with whom we contract (our “Clients”). We strive to provide clients and website visitors with transparency and choice.

Introduction to CLIENTSFirst Consulting's Services

CLIENTSFirst provides marketing technology and client intelligence services and solutions to Professional Services firms and other organizations. We offer a complete portfolio of CRM and eMarketing services, data quality solutions and outsourcing services to help professional service firms grow their businesses.

Information CLIENTSFirst Consulting Collects

Information Our Site Collects

For persons using our Site, by visiting the Site you are accepting and consenting to the practices described in this Privacy Policy. The Site does not collect personal information about visitors to our Site except when visitors specifically provide such information on a voluntary basis. Personal information may be gathered from forms submitted to request additional information as well as content and newsletter subscriptions. We may collect personal information, such as your name, email address, mailing address, telephone number, contact preferences, and other identifiers as part of our effort to transact business with you and to respond to your inquiries.

We may also collect personal information from you for marketing purposes unless you no longer wish to receive communications from us (please see “To Unsubscribe from Our Communications” below.) On rare occasions, we may send important administrative information regarding the Site or services to users using their email addresses; because such information may be important to your use of the Site, it may not be possible to “opt out” of receiving such emails.

CLIENTSFirst Consulting does not sell any personal information collected to third parties for business or commercial purposes. We do not disclose personal information that we collect through our Services to persons outside of our organization. However, we reserve the right to provide such personal information to our employees, contractors, agents, and designees to the extent necessary to enable them to perform their responsibilities required in our contracts relating to the Services.

We also reserve the right to disclose such personal information to any third party if we believe that we are required to do so for any of all of the following reasons: (i) by law; (ii) to comply with legal processes or governmental requests; (iii) to prevent, investigate, detect, or prosecute criminal offenses or attacks on the technical integrity of the Site; or (iv) to protect the rights, property, or safety of CLIENTSFirst Consulting and its affiliates, their partners, members, and employees, users of the Site, or the public. These disclosures will be made in accordance with applicable laws and regulations.

Services

The information we collect and use in performing our Services may contain personal information such as name/address, demographics, interest-based data, email, phone number and other identifiers. This data may be sourced through research, business-to-business companies, self-reported surveys, publicly available information, census information, data providers, compilers, aggregators, partners and clients.

CLIENTSFirst Consulting does not sell any personal information collected to third parties for business or commercial purposes. We do not disclose personal information that we collect through our Services to persons outside of our organization. However, we reserve the right to provide such personal information to our employees, contractors, agents, and designees to the extent necessary to enable them to perform their responsibilities required in our contracts relating to the Services. CLIENTSFirst Consulting also does not knowingly collect, use, or disclose personal information for marketing purposes or data quality services on anyone under the age of 18.

We also reserve the right to disclose such personal information to any third party if we believe that we are required to do so for any of all of the following reasons: (i) by law; (ii) to comply with legal processes or governmental requests; (iii) to prevent, investigate, detect, or prosecute criminal offenses or attacks on the technical integrity of the Site or our network; or (iv) to protect the rights, property, or safety of CLIENTSFirst Consulting and its affiliates, their partners, members, and employees, users of the Site, or the public. These disclosures will be made in accordance with applicable laws and regulations.

For persons whose personal information is collected by our Clients and used by us in performance of Services for Clients, we serve only as a Data Processor and any consents that are required for collection under applicable law are the responsibility of the Data Controller (as defined under General Data Protection Regulation (“GDPR”) (EU) 2016/679).

Opting Out of Communications

CLIENTSFirst Consulting maintains contact lists to communicate with our prospects and clients. All email messages sent to these contact lists include an unsubscribe or opt-out mechanism. This allows you to opt out of receiving future marketing and promotional communications. You may also request to unsubscribe or opt out of our marketing email communications by contacting us at info@clientsfirstconsulting.com. Please include your full name, company name, address, email address, and telephone number in your request.

Cookie Notice

We do not use 1st Party Cookies to record your visit to our website. We do permit third-party cookies on our website. We use Google Analytics cookies to assess performance and analytics or to perform business research.

Managing and refusing the use of Cookies

Most browsers allow you to choose whether you wish to accept cookies. Generally, your browser will offer you the choice to accept, refuse, or delete all cookies, or third-party cookies on a website. Controls will vary by browser. We’ve provided links below to some popular browser instructions:

  • Google Chrome (https://support.google.com/chrome/answer/95647)
  • Internet Explorer (https://support.microsoft.com/en-ie/help/17442/windows-internet-explorer-delete-manage-cookies)
  • Firefox ( https://support.mozilla.org/en-US/kb/enable-and-disable-cookies-website-preferences)
  • Safari (https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/mac)

Links to Other Sites

Our website contains links to third-party sites. CLIENTSFirst Consulting does not endorse or make any representations about any third-party sites including any information found there. We encourage you to review the privacy policies of these third-party sites.

Security

CLIENTSFirst Consulting maintains security procedures designed to keep information we aggregate, license and process from being accessed by any unauthorized person, persons or business. CLIENTSFirst has safeguards in place to keep your personal information accurate, complete, and up to date for the purposes for which it is used. Strict measures are taken to ensure against unauthorized access, alteration, or dissemination of personal information.

Additional Rights for Consumers in the States of California, Virginia, Colorado, and Connecticut

The rights outlined below are provided for consumers who reside in California, Virginia, Colorado, and Connecticut. Each of these states has passed its own unique privacy law, which offers additional rights for individuals living in these states. Such rights are detailed below and apply to consumers in all or some of the four states as applicable pursuant to the California Consumer Protection Act (“CCPA”), the Virginia Consumer Protection Act (“VCPA”), the Colorado Privacy Act (“CPA”), and the Connecticut Data Privacy Act (“CTDPA”).

Right to Know and Access

As a resident of CA, VA, CO or CT, you have the right to request that ClientsFirst Consulting disclose the specific pieces or categories of personal information that we have collected about you in the preceding twelve (12) months. To initiate this request, please email info@clientsfirstconsulting.com with, at a minimum, your full name and email address, or by mail to, PO Box 55225, Atlanta, GA, 30308 USA, Attention: Privacy.

If CLIENTSFirst Consulting cannot verify the identity of the person making the request, we may request additional information for verification or deny your request. CLIENTSFirst is not obligated to provide information to the same consumer more than twice in a twelve (12) month period.

Right to Delete

As a resident of CA, VA, CO or CT, you have the right to request that ClientsFirst Consulting disclose the specific pieces or categories of personal information that we have collected about you in the preceding twelve (12) months. To initiate this request, please email info@clientsfirstconsulting.com with, at a minimum, your full name and email address, or by mail to, PO Box 55225, Atlanta, GA, 30308 USA, Attention: Privacy.

If CLIENTSFirst Consulting cannot verify the identity of the person making the request, we may request additional information for verification or deny your request. CLIENTSFirst is not obligated to provide information to the same consumer more than twice in a twelve (12) month period.

Right to Correct

As a CA, VA, CO or CT resident, you have the right to correct your personal information. To exercise this right, please email Info@clientsfirstconsulting.com with, at a minimum, your full name and email address, or by mail to, PO Box 55225, Atlanta, GA, 30308 USA, Attention: Privacy.

If CLIENTSFirst Consulting cannot verify the identity of the person making the request, we may request additional information for verification or deny your request. CLIENTSFirst is not obligated to provide information to the same consumer more than twice in a twelve (12) month period.

Right to Non-Discrimination

You have the right not to receive discriminatory treatment by CLIENTSFirst Consulting for exercising your privacy rights.

Data Retention Policy

CLIENTSFirst Consulting may store your information for as long as it is required for our business purposes, including those set forth in this Privacy Notice. CLIENTSFirst regularly deletes information that is deemed unreliable or inaccurate.

Authorized Agent

As a CA, CO or CT resident, you can designate an authorized agent to make a request on your (the consumer’s) behalf. Please check your state’s specific guidelines for properly authorizing an agent.

Privacy Notice Updates

CLIENTSFirst Consulting may revise this Privacy Notice at our discretion. Any future version of the Privacy Notice generally becomes effective at the time of posting. We encourage you to periodically review the website for the latest changes. You can determine when this Notice was last revised by checking the “Last Revised” date at the bottom of this Notice. By using, and continuing to use the site, you agree to this Notice.

Questions about this Privacy Notice may be submitted by email to Info@clientsfirstconsulting.com or by mail to:

PO Box 55225, 

Atlanta, GA, 

30308 USA, 

Attention: Privacy

 

[Last Revision: September 5, 2023]

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