--- title: Privacy Policy — Persistently description: How Persistently collects, uses, shares, and protects personal information, including SMS consent and your rights under the CCPA. --- ![Persistently](https://www.persistently.us/hubfs/persistently-site/44fdd3d58b.png) ![Persistently](https://www.persistently.us/hubfs/persistently-site/66aed6c5bc.png) Home Why Management by Design How It Works About Us Book a Discovery Call Home Why MBD How It Works About Contact Legal # Privacy Policy Last updated: November 4, 2026 This Privacy Policy describes how Persistently, LLC ("Persistently," "we," "us," or "our") collects, uses, discloses, and protects personal information in connection with our website located at https://www.persistently.us (the "Website"), our management consulting services, including Management by Design, and our software. This policy applies to all visitors to our Website, prospective clients, current clients, participants in our workshops, sessions, and programs, and individuals whose information is provided to us by our clients. By using our Website or services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with this policy, please do not use our Website or services. ## 1. Information We Collect ### 1.1 Information You Provide Directly We collect personal information that you voluntarily provide to us, including when you: - Complete a form on our Website (such as a discovery call booking, contact form, or guide or resource download); - Register for or attend a webinar, workshop, or event; - Subscribe to our newsletter or marketing communications; - Become a client and use our services or software; - Contact us or communicate with us by email, phone, or text. The types of personal information we may collect include: your name, job title, company name, company size, business email address, phone number, mobile phone number (if provided for SMS communications), and any other information you choose to provide. ### 1.2 Information Collected Automatically When you visit our Website, we and our third-party service providers may automatically collect certain technical information, including: - IP address and approximate geographic location; - Browser type, operating system, and device information; - Pages visited, time spent on pages, and navigation patterns; - Referring URL and search terms used to find our Website; - Cookie identifiers and similar tracking technologies. ### 1.3 Information from Third-Party Tools We use third-party tools, including RB2B, to help us identify companies and professionals who visit our Website. These tools may collect and process data such as IP addresses and browsing behavior to match website visitors to professional profile information. For more information on how these tools operate, see Section 4 (Third-Party Tools and Cookies) below. ### 1.4 Client Engagement and Client-Submitted Data When we provide services to a client organization, we may collect or receive personal information about that organization's leaders, managers, employees, and other individuals (for example, names, roles, reporting relationships, contact details, and responses to interviews, surveys, assessments, workshops, and feedback processes), including information submitted to our software. Persistently processes this information on behalf of the client, acting as a data processor or service provider, in accordance with our Terms and Conditions or other written agreement with that client. The client is responsible for providing any required notices to, and obtaining any required consents from, its personnel. ## 2. How We Use Your Information We use the information we collect for the following purposes: - To respond to inquiries, schedule discovery calls and meetings, and communicate with prospective clients who have contacted us through our Website or other channels; - To provide, maintain, and improve our services and software; - To process payments and manage client accounts; - To send transactional communications, including account notifications, scheduling and session updates, support updates, and service-related messages; - To send transactional SMS or text messages to individuals who have opted in to receive such communications from us (see Section 3 below); - To send marketing communications via email, including newsletters, guides, event invitations, and promotional content, to individuals who have opted in or where otherwise permitted by applicable law; - To identify and reach out to professionals who have visited our Website and may be interested in our services, using third-party visitor identification tools (see Section 4 below); - To conduct research and analytics to better understand how our Website, services, and software are used, including through aggregated and de-identified data; - To comply with legal obligations and enforce our agreements; - To protect the security and integrity of our Website and software. ## 3. SMS / Text Message Communications ### 3.1 Opt-In and Consent Persistently sends SMS messages solely for transactional and account-related purposes. You may receive SMS messages if you are an authorized user of Persistently's software or a client participant and have provided your mobile phone number during account registration, profile setup, or session scheduling. By entering your mobile number and checking the consent box, you agree to receive transactional text messages from Persistently, including account verification codes, multi-factor authentication codes, password reset codes, and session reminders. Consent to receive SMS messages is not a condition of purchase or use of our services. Consent obtained through cookie acceptance or general website interaction does not constitute opt-in consent for SMS communications. Mobile information, including your mobile phone number and SMS consent, will not be shared with third parties or affiliates for marketing or promotional purposes. ### 3.2 Types of SMS Messages Persistently sends only the following categories of transactional SMS messages: - Account verification and multi-factor authentication (MFA) codes; - Password reset codes; - Onboarding and account setup notifications; - Reminders and changes for scheduled sessions, workshops, and meetings. Persistently does not send promotional or marketing SMS messages through this channel. ### 3.3 Message Frequency Message frequency varies based on your activity with our services and software. You may receive up to 15 messages per month. Message frequency may vary. ### 3.4 Message and Data Rates Standard message and data rates may apply. Rates are determined by your mobile carrier and the terms of your mobile plan. Persistently is not responsible for any charges imposed by your mobile carrier. ### 3.5 Opt-Out You may opt out of SMS communications at any time by replying STOP to any message you receive from us. After opting out, you will receive one final confirmation message and no further SMS messages will be sent. To opt back in, you may reply START or contact us directly. For assistance, reply HELP to any message or contact us at: [erik@persistently.us](mailto:erik@persistently.us) ### 3.6 No Sharing of Mobile Numbers Persistently does not sell, rent, share, or transfer your mobile phone number to any third party for their own marketing or commercial purposes. Your mobile number is used solely by Persistently to deliver the communications described in this section. ### 3.7 Carrier Disclaimer Carriers are not liable for delayed or undelivered messages. Persistently is not responsible for any issues arising from carrier delays or failures. ## 4. Third-Party Tools and Cookies ### 4.1 Cookies and Tracking Technologies Our Website uses cookies and similar tracking technologies to enhance your experience, analyze Website usage, and support our marketing activities. Cookies are small text files stored on your device. You can control cookie preferences through your browser settings; however, disabling certain cookies may affect the functionality of our Website. We use a Consent Management Tool (CMT) on our Website to obtain and manage your consent for non-essential cookies and tracking technologies. Non-essential tracking scripts, including those operated by third-party tools such as RB2B, are only activated after you have accepted cookies through our cookie consent banner. ### 4.2 RB2B: Website Visitor Identification We use RB2B, a third-party software service, to help us identify individual professionals who visit our Website. RB2B may collect and process data such as your IP address and browsing behavior and may match this information to professional profile data (such as your name, job title, company, and LinkedIn profile) to help us understand who is visiting our Website and reach out to potential clients. This data is used solely for Persistently's internal sales and marketing purposes. We do not sell this information. RB2B's script is only loaded after you have consented to tracking cookies through our Website's cookie consent banner. If you decline non-essential cookies, RB2B's tracking technology will not be activated during your visit. For more information on how RB2B processes data, please review RB2B's Privacy Policy at www.rb2b.com. ### 4.3 Other Third-Party Services We may use other third-party tools and service providers for analytics, marketing, communications, and operations, including: - HubSpot, for our Website, forms, meeting scheduling, email marketing, and customer relationship management; - An SMS delivery provider (e.g., Twilio), for SMS and communication delivery infrastructure; - Cloud hosting and infrastructure providers, for operating our software; - Analytics tools, for tracking Website performance and visitor behavior. These service providers are authorized to use your information only as necessary to provide services to Persistently and are contractually required to protect your information in accordance with applicable law. ## 5. How We Share Your Information Persistently does not sell your personal information. We may share your information in the following circumstances: - Service Providers: We share information with trusted third-party vendors who assist us in operating our Website, software, and business, including the tools described in Section 4. These providers are bound by contractual obligations to protect your information. - Affiliates: We may share information with our affiliates under common ownership, including Persistence Management Holdings and CultureWise, LLC, for purposes consistent with this Privacy Policy. Mobile phone numbers and SMS consent are never shared with affiliates (see Section 3). - Business Transfers: In the event of a merger, acquisition, or sale of all or substantially all of Persistently's assets, your information may be transferred to the successor entity, subject to the same privacy protections described in this policy. - Legal Compliance: We may disclose your information if required to do so by law, regulation, legal process, or governmental request, or if we believe in good faith that such disclosure is necessary to protect the rights, property, or safety of Persistently, our clients, or others. - With Your Consent: We may share your information with third parties when you have given us explicit consent to do so. Information we receive from or on behalf of a client under Section 1.4 is shared only as directed by that client, as provided in our agreement with that client, or as required by law. ## 6. Data Retention We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law. - Information collected from Website visitors is retained for as long as it is relevant to our sales and marketing activities, typically no longer than 60 days. - Contact information you submit through our forms, or that we collect when you subscribe to our communications, is retained until you unsubscribe, ask us to delete it, or it is no longer relevant to our business. - Client account and engagement information is retained for the duration of the client relationship and for a reasonable period thereafter to fulfill legal and contractual obligations, or as otherwise provided in our agreement with the client. - SMS opt-in records are retained for a period of no less than four (4) years to comply with applicable telecommunications regulations. - When you request deletion of your information, we will make reasonable efforts to delete or de-identify it, subject to legal retention requirements. ## 7. Your Rights and Choices ### 7.1 All Users Regardless of your location, you have the right to: - Opt out of marketing emails at any time by clicking the unsubscribe link included in our emails or by contacting us directly; - Opt out of SMS communications at any time by replying STOP (see Section 3.5); - Request access to the personal information we hold about you; - Request correction of inaccurate or incomplete personal information; - Contact us with questions or concerns about our privacy practices. If your request concerns information we hold on behalf of a client under Section 1.4, we may refer your request to that client. ### 7.2 California Residents: CCPA Rights If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA): - Right to Know: You have the right to request that we disclose the categories and specific pieces of personal information we have collected about you, the sources from which we collected it, the purposes for which we use it, and the categories of third parties with whom we share it. - Right to Delete: You have the right to request deletion of your personal information, subject to certain exceptions. - Right to Correct: You have the right to request that we correct inaccurate personal information we hold about you. - Right to Opt Out of Sale or Sharing: Persistently does not sell your personal information. However, certain third-party tracking technologies we use (such as website analytics and visitor identification tools) may constitute "sharing" under California law. You may opt out of such sharing by declining non-essential cookies through our cookie consent banner. We also honor Global Privacy Control (GPC) browser signals as a request to opt out of sharing. - Right to Non-Discrimination: Persistently will not discriminate against you for exercising your privacy rights. To submit a CCPA request, contact us using the information in Section 10. We will verify your request by matching information you provide with information we hold. You may designate an authorized agent to submit a request on your behalf with your written permission. We will respond to verifiable consumer requests within forty-five (45) days, with a possible extension of an additional forty-five (45) days where necessary. ### 7.3 Canadian Residents If you are a Canadian resident, your personal information may be subject to Canada's federal privacy law (PIPEDA) or applicable provincial privacy legislation. You have the right to access, correct, and in some circumstances withdraw consent for the collection or use of your personal information. To exercise these rights, contact us using the information in Section 10. ## 8. Data Security Persistently maintains reasonable and appropriate administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include encryption of data in transit and at rest, access controls, and periodic security reviews. No method of data transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee its absolute security. If you believe your information has been compromised, please contact us immediately using the information in Section 10. ## 9. Children and International Users Our Website and services are intended for businesses and professionals and are not directed to children under the age of sixteen (16). We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us and we will delete it. Persistently is based in the United States, and the information we collect is processed and stored in the United States. If you access our Website or services from outside the United States, your information will be transferred to and processed in the United States, where data protection laws may differ from those in your jurisdiction. ## 10. Contact Information If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at: **Persistently, LLC** 105 Prairie St., Concord, MA 01742 Email: [erik@persistently.us](mailto:erik@persistently.us) Website: https://www.persistently.us ## 11. Changes to This Privacy Policy We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or for other business reasons. We will post the updated policy on our Website with a revised "Last Updated" date. Where changes are material, we will provide additional notice, such as a prominent notice on our Website or an email notification to registered users. Your continued use of our Website or services after the effective date of any changes constitutes your acceptance of the updated policy. ![Persistently](https://www.persistently.us/hubfs/persistently-site/66aed6c5bc.png) In collaboration with **CultureWise** Explore Home Why Management by Design How It Works About Us Connect Partner With Us Contact Us [PMH](https://www.persistently.us/pmh?hsLang=en) [CultureWise](https://www.culturewise.com) © 2026 Persistently · Concord, MA USA [Privacy Policy](https://www.persistently.us/privacy-policy?hsLang=en) · [CCPA Privacy Notice](https://www.persistently.us/privacy-policy#ccpa) · [Terms + Conditions](https://www.persistently.us/terms-and-conditions?hsLang=en)