Privacy Policy
Last Updated: September 23, 2026
1. Introduction
WisePath ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and share your information when you interact with our website, forms, calendars, chat widgets, and business automation consulting services.
This Privacy Policy applies to all digital properties, contact forms, and communication channels operated by WisePath.
By submitting your information through any of our digital properties, you agree to the practices described in this Privacy Policy.
2. Information We Collect
We collect information in the following ways:
Information You Provide Directly
- Identity & Contact Data: Name, business name, email address, and phone number.
- Business & Operational Data: Details regarding your business operations, workflow bottlenecks, repetitive administrative tasks, and the specific operational or automation challenges you discuss with us.
- Communication Content: Messages sent through our website chat widget, intake forms, SMS/text conversations, and email correspondence.
- Call Data: Information provided during telephone or virtual discovery consultations with our team.
- Support & Requests: Any additional information you provide when requesting consultations, technical support, or project follow-ups.
- Marketing Preferences: Your explicit choices regarding receiving SMS or email communications from us.
- Sensitive & Health Information: Our services and website forms are intended solely for general business inquiries. We do not intentionally collect, process, or store Protected Health Information (PHI) subject to HIPAA through standard website forms. Users should not submit sensitive medical or health history through general contact forms.
Information Collected Automatically
When you visit our website, we may automatically collect:
- IP address
- Browser type and device information
- Pages visited and time spent on pages
- Referring URLs and general location data
Information From Cookies & Tracking Tools
We may use cookies, pixels, tags, and analytics tracking tools to help us understand how visitors interact with our site and to improve user experience.
3. How We Use Your Information
We use your information to:
- Evaluate your business automation needs and deliver requested consulting services
- Respond to inquiries, diagnostic form submissions, and support requests
- Schedule and manage discovery conversations and project appointments
- Send administrative updates, transactional notices, or follow-up communications you opted into
- Monitor communication quality and improve our service delivery
- Comply with legal obligations
4. SMS Messaging Program
WisePath operates an SMS messaging program through which users may opt in to receive transactional and/or conversational text messages. Users opt in by submitting an inquiry or booking form on our website and checking the appropriate consent checkbox at the point of submission. Message frequency varies based on user interaction. Standard message and data rates may apply. Users may opt out at any time by replying STOP to any message, or reply HELP for assistance.
5. How We Share Your Information
We do not sell your personal or business information.
We may share your information with:
- Service Providers: Trusted vendors who assist us in operating our business (e.g., CRM platforms, scheduling software, email/SMS delivery systems, and analytics providers).
- Legal Requirements: Authorities or legal entities if required by law or to protect our legal rights.
Client Business & Proprietary Data Confidentiality
Any internal business operational data, workflow specifications, customer databases, or proprietary metrics shared with us—whether during initial diagnostic consultations or active service engagements—are treated as strictly confidential. This information will never be sold, shared with third parties, or repurposed for other clients.
SMS Consent Protection: Notwithstanding the above, no SMS opt-in data and phone numbers will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
6. How We Store and Protect Your Information
Your information is stored securely within our operational management platform, CRM, and trusted infrastructure providers. We maintain administrative, technical, and physical safeguards to protect your data against unauthorized access, loss, or alteration.
7. Your Rights and Choices
Depending on your location, you may have the right to access, correct, or request the deletion of your personal information. You may opt out of promotional communications at any time. To exercise these rights, contact us at support@wisepathmarketing.com.
You may opt out of SMS communications at any time by replying STOP to any message.
8. Data Retention
We retain your information only as long as necessary to fulfill the purposes outlined in this policy, satisfy legal or accounting requirements, and support ongoing business relationships. You may request data deletion at any time.
9. Third-Party Links
Our website may contain links to external sites. We are not responsible for the privacy practices or content of third-party websites.
10. Children's Privacy
Our website and services are strictly intended for business owners and working professionals aged 18 and older. We do not knowingly collect personal information from individuals under 18.
11. Updates to This Policy
We may update this Privacy Policy periodically. Updates will be reflected on this page with a revised "Last Updated" date.
12. Contact Us
If you have any questions regarding this Privacy Policy or our data handling practices, please contact us at: