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Privacy & Terms
Privacy Policy
Privacy Policy – Vivid Advisory
Effective Date: 7/8/25
At Vivid Advisory, we are committed to protecting your privacy. Whether you’re a business or individual client, we collect only the information necessary to deliver our services, and we never sell or share your personal data without your consent.
What We Collect
We may collect and store the following information:
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Name, email address, phone number, and mailing address
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Business information, including company name and title
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Project-related details and communication preferences
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Billing and payment details.
This information is collected through consultation forms, email communication, service agreements, and invoicing tools.
How We Use Your Information
Your information is used only to:
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Deliver services you request
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Communicate with you about your projects
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Send invoices and process payments
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Maintain accurate business records
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We do not use your data for unsolicited marketing, and we will never share, sell or lease your information to third parties.
Third-Party Services
We may use secure third-party services (such as Wix, Stripe, QuickBooks, Calendly, or Google Workspace) to facilitate communication, scheduling, or payments. These platforms have their own privacy policies and are selected with care to maintain confidentiality and security.
Data Security
We take reasonable precautions to keep your data safe and secure. Sensitive information is stored and transmitted through secure, encrypted platforms whenever possible.
Your Rights
You may request to:
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Review or update your personal information
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Request that we delete your data (unless required for legal/tax purposes)
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Opt out of non-essential communication
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Request a mutual non-disclosure agreement
To make a request, please email us at admin@vividadvisory.org.
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Mobile Information Sharing
Mobile information, including phone numbers and SMS data, will not be shared, sold, or used for marketing purposes under any circumstances.
Data Transfer Restrictions
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We do not transfer your personal data to any external organizations under any circumstances.
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We have strict internal controls and access restrictions to ensure your data is not shared without proper authorization.
SMS Opt-Out Instructions
To opt out of SMS messages, reply STOP or UNSUBSCRIBE to any message you receive from us.
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Policy Updates
We may update this policy from time to time. The latest version will always be available on our website and reflected on our invoices or communications when applicable.
Contact Information
If you have any questions or concerns about our privacy policy or your data, please contact us at admin@vividadvisory.com or call (317) 485-7173.
Terms and Conditions
Terms of Service– Vivid Advisory
Effective Date: 7/8/25
​By engaging with Vivid Advisory for consulting, coaching, or project-based services, you agree to the following terms:
1. Services Provided
Vivid Advisory offers consulting, coaching, and project management services for business and residential clients. Services are customized and detailed in estimates, proposals, scopes of work, or invoices prior to engagement.
2. Payment Terms
Payment is due upon receipt unless otherwise agreed in writing. Late payments may incur a fee of 1.5% per month. For retainers or project packages, a deposit or prepayment may be required. Accepted forms of payment include credit card, Venmo, ACH transfer, or check.
3. Cancellation & Rescheduling
Cancellations must be made with at least 24 hours’ notice for scheduled sessions. For project-based work, cancellations after work has begun may be subject to a partial billing for hours completed or loss of deposit.
4. Client Responsibilities
Clients agree to provide timely, accurate information and respond promptly to project needs. Delays in communication may impact project timelines or outcomes.
5. Confidentiality
All client information is kept confidential. Any materials shared will not be distributed or reused without permission. Likewise, clients agree to keep proprietary tools or templates shared by Vivid Advisory confidential.
6. Results Disclaimer
While we aim to deliver measurable improvements, Vivid Advisory does not guarantee specific business outcomes or results, as each engagement is dependent on many factors including client input and implementation.
7. Intellectual Property
Work products (e.g., frameworks, templates, deliverables) created specifically for the client are theirs to use, unless otherwise stated. Vivid Advisory retains the right to reuse non-confidential tools and processes developed independently.
8. Termination
Either party may terminate an engagement with written notice. Clients are responsible for payment for services rendered up to the point of termination.
9. SMS Messaging
Clients may receive occasional SMS messages related to your consulting, coaching, or project-based services. Message frequency will vary based on your engagement with Vivid Advisory. Message and data rates may apply. To opt out of receiving messages, respond to the text with STOP or email admin@vividadvisory.org. For help, text HELP or email admin@vividadvisory.org.​
10. Changes to Terms
These terms may be updated periodically. The current version will always be available on our website.
Questions?
Contact us at admin@vividadvisory.org.