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Evolve Performance Group – Privacy Policy

Last Updated: March 2026

Evolve Performance Group (“Evolve,” “we,” “our,” or “us”) is committed to protecting the privacy of our clients, survey participants, website visitors, and business contacts. This Privacy Policy explains how we collect, use, share, and safeguard personal information in connection with our consulting services, survey programs, leadership development initiatives, and digital communications (including SMS).

This Policy applies where Evolve acts as a data controller—meaning we determine why and how personal data is processed. When we conduct surveys or process data on behalf of a client, we may act as a data processor, following the client’s instructions.

1. Personal Data We Collect

The information we collect depends on your relationship with Evolve.

1.1 Information You Provide Directly

We may collect:

• Contact information (name, email address, phone number, organization, job title)
• Survey responses (opinions, ratings, open‑ended comments)
• Account or registration information for training programs or events
• Communication content when you contact us via email, phone, or SMS
• Feedback provided through surveys, evaluations, or support interactions

We do not collect sensitive personal information unless explicitly provided and authorized.

1.2 Information We Collect Automatically

When you visit our website or interact with our digital tools, we may collect:

• Device and browser information
• IP address and general location
• Pages visited, time on site, and interaction data
• Cookies and tracking technologies used for analytics and site performance

We do not track precise geolocation.

1.3 Information Provided by Clients

When we conduct surveys or consulting engagements for organizations, clients may provide:

• Employee rosters (name, email, job role, location)
• Organizational structure or demographic groupings
• Contact information for survey invitations

We process this information solely to deliver contracted services.

1.4 Information from Third Parties

We may receive:

• Professional information from publicly available sources (e.g., LinkedIn)
• Business contact information from event registrations or partners
• Aggregated analytics from service providers (e.g., email or SMS platforms)

2. How We Use Personal Data

We process personal data only for legitimate business purposes, including:

2.1 Delivering Our Services

• Conducting surveys and analyzing results
• Providing leadership development, coaching, and consulting
• Sending survey invitations, reminders, and project‑related communications
• Managing client accounts and project logistics

2.2 Business Operations

• Improving our services, tools, and training programs
• Conducting analytics and reporting
• Managing billing, accounting, and compliance
• Securing our systems and preventing misuse

2.3 Communications

• Responding to inquiries
• Sending SMS survey invitations (with opt‑in)
• Providing updates related to active projects
• Sending marketing communications when permitted

2.4 Legal and Compliance

• Meeting legal obligations
• Responding to lawful requests
• Protecting the rights, safety, and security of Evolve, our clients, and the public

We do not use personal data for automated decision‑making that produces legal or significant effects.

3. How We Share Personal Data

We share personal data only when necessary and with appropriate safeguards.

3.1 Service Providers

We may share data with trusted vendors who support:

• Survey distribution
• Data hosting and storage
• SMS delivery
• Analytics and reporting
• Website operations

These providers may access personal data only to perform services on our behalf and must protect it.

3.2 Clients

For survey projects, we may share:

• Aggregated or anonymized survey results
• Individual‑level data only when contractually authorized and consistent with      confidentiality commitments

We never sell or trade personal information.

3.3 Legal Requirements

We may disclose information if required to:

• Comply with laws or legal processes
• Respond to government or regulatory requests
• Protect rights, safety, or security

3.4 Business Transfers

If Evolve undergoes a merger, acquisition, or restructuring, personal data may be transferred as part of the transaction.

4. International Data Transfers

Evolve is based in the United States.
If you are located outside the U.S., your information may be transferred to and processed in the U.S. under appropriate safeguards.

5. Data Security

We use administrative, technical, and physical safeguards designed to protect personal data from unauthorized access, disclosure, or misuse. These measures include:

• Access controls
• Encryption where appropriate
• Secure data storage
• Vendor security reviews

No system is completely secure, but we take reasonable steps to protect your information.

6. Data Retention

We retain personal data only as long as necessary to:

• Deliver contracted services
• Meet legal or contractual obligations
• Maintain business records

Survey data is typically retained according to client agreements or internal retention schedules.

7. Your Rights and Choices

Depending on your location, you may have the right to:

• Access your personal data
• Request correction or deletion
• Opt out of marketing communications
• Withdraw consent (where applicable)
• Request information about how your data is used

To exercise rights, contact us at jtobaben@evolvepg.com.

For SMS, reply STOP to opt out or HELP for assistance.

8. Cookies and Tracking Technologies

We use cookies and similar technologies to:

• Improve website performance
• Analyze usage patterns
• Enhance user experience

You may adjust your browser settings to limit or block cookies.

9. Children’s Privacy

Our services are not directed to children under 16, and we do not knowingly collect personal data from them.

10. Changes to This Policy

We may update this Privacy Policy periodically. The “Last Updated” date reflects the most recent revision. Continued use of our services indicates acceptance of updated terms.

11. Contact Us

For questions about this Privacy Policy or our data practices, contact:

Evolve Performance Group
The Woodlands, TX
Email: jtobaben@evolvepg.com
Website: www.evolvepg.com