AEON PATHDIGITAL

Privacy & data practices

Privacy Policy

This policy explains how Aeon Path LLC collects, uses, stores, and shares information through Aeon Path Digital websites, forms, applications, communications, and related services.

Effective: August 24, 2026Last updated: August 24, 2026

1. Scope

This Privacy Policy applies to information collected by Aeon Path LLC (“Aeon Path,” “we,” “us,” or “our”) through digital.aeonpath.com, related Aeon Path Digital pages, online forms, assessments, scheduling tools, applications, email and text communications, and digital consulting or implementation services that link to this policy.

This policy does not govern third-party websites, platforms, or services that maintain their own privacy policies. When you follow a link to or interact directly with a third-party service, its terms and privacy practices may apply.

2. Information we collect

Information you provide

We may collect information you voluntarily provide when you contact us, submit a form, schedule a consultation, request an assessment, download material, respond to a communication, or engage us for services. This may include:

  • Name, business email address, telephone number, organization, title, and professional contact information.
  • Information about your business objectives, digital environment, CRM, website, applications, sales process, marketing activity, technology stack, or operational challenges.
  • Project, proposal, contracting, billing, and account information provided during a business relationship.
  • Communications, feedback, support requests, meeting details, and other information you choose to share.

Information collected automatically

When you use our websites or digital services, we and our service providers may automatically receive technical and usage information such as IP address, browser type, device type, operating system, referring page, pages viewed, approximate location derived from IP address, timestamps, link interactions, and cookie or similar identifiers.

Please do not submit highly sensitive information through a general website form.

Do not use our public forms to send Social Security numbers, passwords, financial account credentials, health records, government identification numbers, or other sensitive personal data unless we have provided a secure and specifically authorized method.

3. How we use information

We may use information for the following business purposes:

  • Responding to inquiries and scheduling consultations.
  • Evaluating needs, qualifying opportunities, and recommending services.
  • Preparing proposals, statements of work, agreements, and project plans.
  • Delivering, administering, supporting, securing, and improving our services.
  • Operating and improving websites, applications, CRM environments, workflows, integrations, analytics, and customer experiences.
  • Sending requested information and relevant follow-up communications.
  • Maintaining business records, measuring performance, and conducting internal reporting.
  • Protecting our systems, customers, users, rights, and property; detecting misuse or security incidents; and complying with legal obligations.

4. CRM, lead management, and automation

When you submit an inquiry, schedule a meeting, interact with a campaign, or otherwise express interest in Aeon Path Digital, your information may be entered into or synchronized with our customer relationship management (“CRM”) and marketing automation environment.

The CRM may be used to:

  • Create or update a contact and organization record.
  • Record the source, date, subject, and history of an inquiry.
  • Track an opportunity through consultation, proposal, implementation, and follow-up stages.
  • Assign follow-up activities and notify appropriate Aeon Path personnel.
  • Send confirmations, reminders, requested materials, service communications, and relevant marketing messages.
  • Connect form, scheduling, email, text, website, application, analytics, and reporting activity.
  • Measure response, engagement, conversion, service performance, and customer experience.

Automated workflows may use information you provide and your interactions with our communications to determine the timing or content of follow-up. We do not use solely automated processing to make decisions that produce legal or similarly significant effects concerning you.

5. Email, telephone, and text communications

We may contact you to respond to a request, coordinate a meeting, administer a project, provide support, or communicate about an existing business relationship. Where permitted and when appropriate consent has been obtained, we may also send information about services, assessments, insights, events, or other business opportunities.

You may opt out of marketing email by using the unsubscribe link in the message or contacting us. You may request that marketing text messages stop by replying STOP when that option is available or by contacting us directly. Transactional, security, contractual, and service-related communications may continue when necessary to administer an active relationship or respond to your request.

Consent to receive marketing communications is not a condition of purchasing services from Aeon Path.

6. How we share information

We do not sell personal information for monetary consideration. We may disclose information when reasonably necessary to operate our business or provide services, including to:

  • Website hosting, cloud infrastructure, CRM, communications, scheduling, analytics, payment, cybersecurity, integration, document, and professional-service providers.
  • Consultants, subcontractors, implementation partners, and advisors working under appropriate confidentiality or contractual obligations.
  • A customer organization or authorized representative when information relates to work performed for that organization.
  • Government authorities, regulators, courts, or other parties when required by law or reasonably necessary to protect rights, safety, security, or property.
  • A successor or potential successor in connection with a merger, financing, acquisition, reorganization, or transfer of business assets, subject to appropriate protections.

Service providers may process information only to perform authorized services or as otherwise permitted by their agreements and applicable law.

7. Cookies, analytics, and similar technologies

Our websites and service providers may use cookies, pixels, tags, local storage, and similar technologies to maintain website functionality, remember preferences, understand traffic, measure interactions, improve content, protect security, and evaluate marketing performance.

You can adjust cookie controls through your browser or device settings. Blocking some technologies may affect website functionality. Where required, we will provide additional notice or obtain consent before using nonessential technologies.

8. Data retention and security

We retain information for as long as reasonably necessary for the purposes described in this policy, including responding to inquiries, maintaining business and project records, supporting customers, resolving disputes, enforcing agreements, meeting legal obligations, and protecting our systems.

Retention periods vary depending on the nature of the information, the relationship, contractual requirements, operational needs, and applicable law. When information is no longer reasonably needed, we may delete, anonymize, or securely dispose of it.

We use administrative, technical, and physical safeguards designed to protect information against unauthorized access, misuse, alteration, disclosure, or destruction. No transmission or storage system can be guaranteed completely secure, and we cannot promise absolute security.

9. Your choices and privacy rights

Depending on where you live and subject to applicable exceptions, you may have the right to ask whether we process your personal data and to request access, correction, deletion, or a portable copy. You may also have rights concerning targeted advertising, the sale or sharing of personal data, or certain forms of profiling.

You may submit a request using the contact information below. We may need to verify your identity and authority before fulfilling a request. We will not unlawfully discriminate against you for exercising an applicable privacy right.

You can also:

  • Unsubscribe from marketing email using the link provided in the message.
  • Request that marketing text messages stop.
  • Adjust browser cookie and tracking settings.
  • Ask us to update your communication preferences or CRM contact information.

10. Children’s privacy

Aeon Path Digital provides business and professional services and is not directed to children under 13. We do not knowingly collect personal information online from children under 13. If you believe a child has provided personal information to us, please contact us so we can evaluate and appropriately address the information.

11. Changes to this policy

We may update this Privacy Policy to reflect changes in our services, technology, data practices, legal obligations, or business operations. The revised policy will be posted on this page with an updated effective or revision date. Material changes may also be communicated through another reasonable method when appropriate.