PRIVACY POLICY
Last Updated: 02/18/2026
Leading Meridian, LLC, a Florida limited liability company (the “Company,” “we,” “us,” or “our”), respects your privacy and is committed to protecting it through this Privacy Policy.
This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website located at www.leadingmeridian.com (the “Website”) and use our consulting services, leadership development programs, digital products, assessments, educational materials, workshops, memberships, or other offerings made available by the Company (collectively, the “Services”).
By accessing or using the Website or Services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not use the Website.
Your use of the Website and certain digital programs may also be governed by the Company’s Terms of Use and Digital Products Agreement, which may be posted on the Website and incorporated by reference where applicable.
1. Information We Collect. We may collect several types of information from and about users of our Website and Services.
1.1. Personal information is information that identifies you personally or could reasonably be used to identify you. The Company may collect categories of personal information including your name, email address, phone number, mailing or billing address, account login credentials such as usernames and passwords, payment information processed through third-party payment processors, employer or organizational affiliation, professional role or job title, information submitted through forms, surveys, questionnaires, or assessments, information provided during consulting engagements or program participation, and communications with the Company.
1.2. The Company may also collect information that does not directly identify you. This may include browser type and version, device type and operating system, Internet Protocol (IP) address, approximate geographic location, pages visited and navigation paths within the Website, the date and time of visits, and referring websites or URLs.
1.3. The Website may use cookies, web beacons, pixels, and similar tracking technologies to collect information about how users interact with the Website. These technologies may be used to remember user preferences, analyze website traffic and user behavior, improve the functionality and performance of the Website, and support marketing or advertising activities. Users may disable cookies through their browser settings; however, some features of the Website may not function properly if cookies are disabled.
2. How We Collect Information. The Company collects information that users voluntarily provide when registering for accounts, purchasing programs or digital products, participating in consulting engagements, completing leadership assessments, surveys or questionnaires, subscribing to newsletters or communications, submitting contact forms, or otherwise communicating with the Company.
2.1. Information may also be collected automatically through analytics tools, cookies, server logs, marketing technologies, and other systems that track how users interact with the Website.
2.2. The Company may receive information from third-party service providers including payment processors, analytics providers, marketing platforms, community platform providers, assessment or survey technology providers, scheduling, messaging platforms and social media platforms when users interact with the Company through those services.
3. Use of Information. The Company may use collected information for legitimate business purposes including operating the Website, delivering Services, and supporting business operations.
3.1. Information may be used to provide consulting services, administer leadership programs or workshops, deliver digital products or training materials, administer assessments or surveys, manage user accounts and program access, and provide customer support.
3.2. The Company may use contact information to send administrative notices, purchase confirmations, service updates, program-related communications, newsletters, or marketing communications. Users may opt out of marketing communications at any time by using the unsubscribe link contained in those emails.
3.3. Information may also be used to evaluate program engagement, analyze usage patterns, improve the functionality or content of the Website and Services, develop new programs or offerings, and monitor systems in order to detect fraud or maintain security.
3.4. The Company may use information to enforce agreements, investigate misuse of the Website, comply with legal obligations, and protect the rights, safety, and property of the Company and its users.
4. SMS and Phone Communications
4.1. By providing your phone number through the Website or in connection with the Services, you expressly consent to receive non-marketing and informational text (SMS) messages from the Company. This includes, but is not limited to, scheduling updates, appointment reminders, and administrative notifications related to your account or program participation.
4.2. You may opt out of receiving text messages at any time by replying “STOP” to any message received. After you send the message “STOP” to us, we will send you a reply to confirm that you have been unsubscribed.
4.3. Message frequency varies based on your interaction with our Services and scheduling needs. Standard message and data rates may apply from your carrier.
4.4. We may use third-party providers, such as scheduling or automation platforms (e.g., QUO), to facilitate these communications.
5. Leadership Assessments and Organizational Feedback Data. Certain Services may involve the use of leadership assessments, surveys, feedback instruments, or questionnaires used in connection with consulting engagements or leadership development programs. These tools may be administered to individuals or participants sponsored by an employer or organization.
5.1. Information collected through such assessments may include professional experience data, leadership preferences, organizational feedback, survey responses, and qualitative or quantitative feedback related to professional development.
5.2. Assessment data may be processed internally or through qualified third-party technology providers used to administer such tools. Assessments used by the Company are non-clinical and non-diagnostic in nature and are intended solely for professional development, organizational insight, and consulting purposes.
5.3. Where appropriate, responses may be aggregated or anonymized in order to support organizational analysis, program evaluation, or consulting deliverables.
6. Disclosure of Information. The Company may disclose personal information in certain circumstances. Personal information may be shared with third-party providers who assist in operating the Website or delivering the Services. These providers may include companies that provide website hosting, payment processing, email communications, analytics services, customer support systems, assessment technology platforms, and community or learning platforms. Such providers are permitted to use information only as necessary to perform services on behalf of the Company. Information may be disclosed where required by law, subpoena, court order, governmental investigation, or other legal process. The Company may also disclose information where necessary to enforce agreements, prevent fraud, or respond to security incidents. The Company may disclose information for other purposes with the user’s consent. The Company does not sell personal information. Notwithstanding the foregoing, any mobile phone numbers and consent information collected specifically for SMS or text messaging purposes will not be shared with, sold to, or disclosed to third parties or affiliates for their own marketing or promotional purposes.
7. Use of Technology Tools and AI Systems. In connection with consulting services, program administration, or internal operations, the Company may utilize technology tools including analytics systems, automation platforms, and artificial intelligence–enabled tools. These tools may assist with functions such as organizing data, analyzing survey responses, generating insights, supporting documentation, and facilitating operational administration. Such tools are used to support service delivery and do not replace the Company’s professional judgment.
8. Data Retention. The Company retains personal information only for as long as reasonably necessary to provide the Services, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods may vary depending on the nature of the information and applicable legal requirements.
9. Data Security. The Company implements commercially reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction. Despite these safeguards, no internet transmission or electronic storage system can be guaranteed to be completely secure, and users acknowledge that information transmitted through the Website may be subject to inherent security risks.
10. User Rights and Choices. Depending on the jurisdiction in which you reside, you may have certain rights relating to your personal information. These rights may include the ability to request access to personal information held by the Company, request correction of inaccurate information, request deletion of certain personal information, and opt out of marketing communications. Requests relating to personal information may be submitted by contacting the Company at lisandra@leadingmeridian.com. The Company may require verification of identity before responding to such requests.
11. Professional Services Disclaimer. The Website and Services provide consulting, leadership development, and educational content. The Company does not provide psychotherapy, psychological counseling, medical treatment, or healthcare services through the Website. The Website is not intended to collect or store protected health information under the Health Insurance Portability and Accountability Act (HIPAA). Users should not submit medical records, diagnostic information, treatment history, or other sensitive health data through the Website, contact forms, community platforms, or email communications. Communications through the Website are not protected by therapist–patient privilege or healthcare confidentiality laws.
12. Community Platforms and User-Generated Content. Certain Services may include access to community forums, membership platforms, discussion groups, or collaborative learning environments. Information shared within these environments may be visible to other participants and may be stored on third-party platforms used to operate such communities. The Company does not guarantee the confidentiality of information shared within community platforms. Users should exercise discretion when choosing to disclose personal or sensitive information in such environments.
13. California Privacy Rights. Residents of California may have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA). These rights may include the ability to request disclosure of categories of personal information collected by the Company, request deletion of personal information, request correction of inaccurate information, and limit certain uses of personal information. Requests may be submitted to lisandra@leadingmeridian.com.
14. International Users. The Website is operated from the United States. If you access the Website from outside the United States, you acknowledge that your information may be transferred to, stored in, and processed in the United States or other jurisdictions whose data protection laws may differ from those of your jurisdiction. By using the Website, you consent to such transfers.
15. Third-Party Websites. The Website may contain links to third-party websites or services not owned or controlled by the Company. The Company is not responsible for the privacy practices or content of such websites. Users are encouraged to review the privacy policies of those websites before providing personal information.
16. Children’s Privacy. The Website and Services are not directed to individuals under the age of eighteen (18). The Company does not knowingly collect personal information from children. If the Company becomes aware that information from a child has been collected without appropriate consent, the Company will take reasonable steps to delete such information.
17. Do-Not-Track Signals. Certain web browsers transmit “Do Not Track” signals. Because there is currently no universally recognized standard governing responses to such signals, the Website may not respond to Do Not Track signals.
18. Modifications. The Company reserves the right to modify this Privacy Policy at any time. Updated versions will be posted on the Website with a revised “Last Updated” date. Continued use of the Website after changes are posted constitutes acceptance of the revised Privacy Policy.
19. Contact Information. Questions regarding this Privacy Policy may be directed to:
Leading Meridian, LLC
Email: lisandra@leadingmeridian.com
Website: www.leadingmeridian.com
Address: Miami, Florida, USA