Last Updated: February 26, 2026


PRIVACY POLICY


INTRODUCTION

This Privacy Policy describes how Client Experience Institute LLC /dba/ Client Experience Group™ (“Company,” “we,” “us,” or “our”) collects, uses, stores, discloses, transfers, and protects personal data when individuals or organizations access our websites, applications, training platforms, learning portals, courses, coaching, digital materials, consulting resources, or related services (collectively, the “Services”).

 

This Policy is intended to comply with applicable privacy and data protection laws including, where applicable, United States federal and state privacy laws, the California Consumer Privacy Act as amended (CCPA/CPRA), the EU General Data Protection Regulation (GDPR), UK GDPR, Canada’s PIPEDA, and other international privacy regulations.

 

By using our Services, you acknowledge that you have read and understood this Privacy Policy. This Policy does not apply to third-party platforms, services, or websites that we do not control.


INFORMATION WE COLLECT

We collect personal data that you provide directly, data collected automatically, and data obtained from third parties where permitted by law. Information you voluntarily provide may include identifying information such as your name, email address, mailing address, company name, professional role, phone number, account credentials, and any information you submit through forms, assignments, surveys, or communications. If you enroll in training programs, we may also collect participation records, progress data, assessment responses, certification status, and user-generated content.

 

We automatically collect certain technical and usage data when you access our Services. This may include your IP address, browser type, operating system, device identifiers, referring URLs, usage patterns, access timestamps, and interaction logs. This data helps us maintain system security, diagnose technical issues, understand platform performance, and improve functionality.

 

Payment information is processed through secure third-party payment processors. We do not store complete payment card numbers or full financial account credentials.

 

We may also receive information from third-party service providers, partners, or publicly available sources where permitted by applicable law.


PURPOSES OF USE

We use personal data for legitimate business and operational purposes including providing Services, authenticating users, processing transactions, delivering educational content, managing accounts, administering enterprise programs, responding to inquiries, providing customer support, improving platform performance, analyzing usage trends, maintaining security, enforcing contractual obligations, complying with legal requirements, and communicating service-related notices.

 

Where applicable data protection laws require a lawful basis for processing, we rely on one or more of the following:

 

We do not sell personal data.


SHARING AND DISCLOSURE

We may disclose personal data to trusted service providers that perform functions on our behalf, including learning platform providers, hosting providers, payment processors, analytics providers, communication platforms, security vendors, and technical support services. These providers are contractually obligated to safeguard personal data and use it only for authorized purposes.

 

We may disclose personal data when required by law, regulation, subpoena, court order, or governmental request, or when disclosure is necessary to protect our legal rights, enforce agreements, investigate fraud, or protect safety.

 

If the Company undergoes a merger, acquisition, restructuring, asset sale, or similar transaction, personal data may be transferred as part of that transaction subject to confidentiality protections.

 

INTERNATIONAL DATA TRANSFERS

Because we operate globally, personal data may be transferred to, stored in, or processed in jurisdictions outside your country, including the United States. These jurisdictions may have different data protection laws. Where required, we implement appropriate safeguards designed to ensure lawful cross-border transfers and adequate data protection consistent with applicable legal standards.


DATA RETENTION

We retain personal data only for as long as reasonably necessary to fulfill the purposes described in this Policy, including providing Services, maintaining records, complying with legal obligations, resolving disputes, enforcing agreements, and protecting legal rights. When personal data is no longer required, it will be securely deleted, anonymized, or de-identified.


DATA SECURITY

We maintain administrative, technical, and organizational safeguards designed to protect personal data from unauthorized access, disclosure, alteration, or destruction. These safeguards may include encryption, access controls, authentication mechanisms, and monitoring systems. However, no method of transmission or storage is completely secure, and we cannot guarantee the security of information, including personal information, we collect about you.


YOUR PRIVACY RIGHTS

Depending on your jurisdiction, you may have legal rights regarding your personal data. These may include the right to request access to personal data, correct inaccurate information, delete data, restrict processing, object to certain uses, request portability of data, or withdraw consent. Certain jurisdictions also provide rights to opt out of specific data uses.

 

To exercise any applicable rights, contact us at [email protected]. We may request identity verification before fulfilling requests as permitted by law. We will respond within timeframes required by applicable regulations.


CALIFORNIA PRIVACY DISCLOSURES

If you are a California resident, you may have rights under the California Consumer Privacy Act and California Privacy Rights Act, including rights to know, access, delete, correct, and limit certain uses of personal information. We do not sell or share personal information as defined under those laws. Authorized agents may submit requests on behalf of individuals as permitted by law.

 

COOKIES AND TRACKING TECHNOLOGIES

We use cookies and similar technologies to operate Services, maintain secure sessions, analyze performance, understand user behavior, improve functionality, and enhance user experience. Cookies may be session-based or persistent. You may control cookie preferences through your browser settings, though disabling cookies may affect functionality.


CHILDREN’S PRIVACY

Our Services are intended for professional and adult users and are not directed to children under the age of 18. We do not knowingly collect personal data from minors. If we become aware that such data has been collected, we will take reasonable steps to delete it promptly.


THIRD-PARTY LINKS AND SERVICES

Our Services may contain links to third-party platforms or websites. We are not responsible for the privacy practices, policies, or content of those third parties. Accessing third-party services is subject to their own terms and policies.


CHANGES TO THIS POLICY

We may update this Privacy Policy periodically to reflect changes in legal requirements, technology, or business operations. Updated versions will be posted with a revised effective date. Continued use of the Services after updates constitutes acceptance of the revised Policy.


CONTACT INFORMATION

For questions, privacy requests, or data inquiries, contact:

 

Email: [email protected]

Client Experience Group™

6100 Oak Tree Blvd., Suite 200

Cleveland, Ohio 44131 USA