Privacy Policy for Plum Strategies
Last Updated: January 20, 2026
Plum Strategies (“Company,” “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 use our services, including consultation scheduling, appointment reminders and confirmations, our website, and any related services.
By using Plum Strategies’ services, you consent to the practices described in this Privacy Policy.
1. Information We Collect
We may collect the following categories of information when you interact with us:
a) Personal Information You Provide
Name, email address, phone number, and contact details
Property or consultation details you voluntarily provide
Appointment and scheduling information
Information submitted through forms, surveys, or direct communication
b) Automatically Collected Information
Device information (IP address, browser type, operating system)
Usage data (pages visited, time spent on site, clickstream data)
Approximate location data based on IP address
c) SMS and Communication Data
Mobile number used for consultation-related communications
Responses to SMS messages (e.g., STOP or HELP)
Communication preferences and opt-in/opt-out history
d) Third-Party Information
Information from service providers (CRM, scheduling, analytics platforms)
Interactions through external platforms or referrals
2. How We Use Your Information
We use collected information to:
Schedule consultations and send reminders or confirmations
Communicate regarding inquiries or requested services
Provide customer support
Improve and personalize services
Conduct analytics and operational research
Send service updates and legally permitted marketing communications (where applicable)
Comply with legal obligations and prevent fraud
3. SMS Opt-In Details (Text Messaging Privacy & Consent)
If you choose to opt in to receive SMS messages from Plum Strategies, we may send messages related to consultations, reminders, confirmations, follow-ups, and service-related notifications.
By providing your mobile number and opting in, you consent to receive SMS messages from Plum Strategies.
Important SMS disclosures:
Message frequency may vary
Message and data rates may apply
You can opt out at any time by replying STOP
For help, reply HELP or email [email protected]
Mobile carriers are not liable for delayed or undelivered messages
SMS consent is not a condition of purchase (where applicable)
We maintain records of SMS opt-in and opt-out requests to comply with applicable laws and carrier requirements.
4. Legal Bases for Processing (GDPR)
For individuals in the EEA, we process personal data under the following legal bases:
Consent — SMS and marketing communications
Contract — providing requested services
Legal obligation — compliance requirements
Legitimate interest — security and service improvement
5. Information Sharing & Disclosure
We do not sell your personal information. We share information only in the following cases:
With trusted service providers that help operate our business systems (e.g., scheduling, CRM, analytics, SMS delivery)
When required by law or legal process
During business transfers (e.g., merger, acquisition, asset sale)
With your explicit consent
Mobile Information Sharing Statement
We do not share, sell, rent, or disclose mobile phone numbers or SMS consent data to third parties or affiliates for marketing or promotional purposes.
Mobile information will only be used to provide the communications you have requested from Plum Strategies. Text messaging originator opt-in data and consent will not be shared with any third parties, except with vendors and service providers that support the delivery of our messaging services.
6. Data Retention
We retain personal information only as long as necessary to:
Provide services
Meet legal and operational obligations
Resolve disputes
Enforce agreements
Data is securely deleted or anonymized when no longer required.
7. Cookies & Tracking Technologies
We use cookies and similar tracking technologies to:
Improve website functionality
Analyze usage and performance
Personalize user experience
You may disable cookies in your browser settings, though some features may not function properly.
8. Data Security and Handling
We use administrative, technical, and physical safeguards including:
Encryption during transmission and storage (where applicable)
Restricted access controls
Ongoing security monitoring
No system can guarantee absolute security.
9. Your Privacy Rights
Depending on your jurisdiction, you may have the right to:
Access personal information
Correct inaccurate data
Request deletion
Withdraw consent (including SMS consent)
Request portability
Restrict or object to processing
To exercise these rights, contact us using the information in Section 14.
10. Children’s Privacy
Our services are not directed to children under 13 (or under 16 where applicable). We do not knowingly collect children’s data.
11. International Data Transfers
Information may be processed in the United States or other jurisdictions with appropriate legal safeguards.
12. Third-Party Links
We are not responsible for third-party privacy practices. Review their policies separately.
13. Changes to This Policy
We may update this policy periodically. Changes will be posted before taking effect.
14. Contact Us
Plum Strategies
Email: [email protected]
Website: https://plum-strategies.com