Privacy Policy

This Privacy Policy explains how [Company legal entity name], doing business as Meridian Axis Advisory Group ("Meridian," "we," "us," or "our"), collects, uses, shares, and protects personal information when you visit our website, request a consultation, complete our readiness assessment, download materials, or subscribe to our communications. Our website is intended for business professionals, and the information we collect is primarily business contact and organizational information.

Information we collect

Information you provide to us

Consultation requests. When you submit our consultation request form, we collect your name, work email address, phone number (optional), organization name, role or title, organization size, number of sites or locations, industry, the services you are interested in, your anticipated timeline, and any message you choose to include.

Readiness assessment. When you use our online readiness assessment, we collect your answers to the assessment questions. If you choose to provide an email address to receive your results or follow-up information, we collect that email address as well. You may complete the assessment without providing an email address.

Capability statement and document requests. When you request our capability statement or similar materials, we collect the details requested on the form, such as your name, work email address, organization, and role.

Email subscriptions. When you sign up to receive insights, articles, or other updates, we collect your email address and any other details you choose to provide.

Correspondence. If you contact us directly by email or telephone, we collect the information contained in your communication.

Information collected automatically

Cookieless analytics. We use Plausible Analytics, a privacy-focused analytics service that does not use cookies and does not collect personal identifiers. It provides aggregate information such as pages visited, referring websites, approximate country, browser type, and device type.

Google Analytics (only with your consent). If you accept analytics cookies through our consent banner, we also use Google Analytics, which sets cookies and collects information about your use of the website, such as pages viewed, time on site, and general device and location information. Google Analytics is not loaded unless you provide consent, and you may withdraw consent at any time.

Session attribution data. To understand how visitors find us, our website temporarily stores certain information in your browser's session storage, such as campaign parameters in the page address (for example, UTM parameters), the referring website, and the first page you visited. This information is stored only for the duration of your browser session and is sent to us together with any form you submit.

Security and bot protection. We use Cloudflare Turnstile to protect our forms from automated abuse. Turnstile may process technical information such as your IP address, browser characteristics, and interaction signals to distinguish human visitors from automated traffic.

Server and hosting logs. Our hosting provider may automatically record technical information, such as IP address, browser type, and the date and time of requests, for security and operational purposes.

For more detail about browser storage and cookies, please see our Cookie Notice.

How we use information

We use the information we collect to:

• Respond to consultation requests, inquiries, and requests for materials
• Evaluate and prepare for potential engagements
• Manage business contacts and relationships in our customer relationship management (CRM) system
• Provide readiness assessment results and related follow-up where you have requested it
• Send insights and updates you have subscribed to, with the ability to unsubscribe at any time
• Understand how visitors use our website so we can improve its content and performance
• Understand which channels and campaigns bring visitors to our website
• Protect our website and forms against fraud, spam, and abuse
• Comply with legal obligations and enforce our Terms of Use

How we share information

We do not sell personal information, and we do not share personal information for cross-context behavioral advertising.

We share personal information only with service providers that process it on our behalf and under our instructions, including:

• Website hosting providers that host and deliver our website
• CRM providers, such as HubSpot, that store and manage business contact and inquiry information
• Email service providers that deliver transactional messages and subscribed communications
• Bot protection providers, such as Cloudflare Turnstile, that help secure our forms
• Analytics providers, including Plausible Analytics and, only with your consent, Google Analytics

We may also disclose information when required by law, to respond to lawful requests from public authorities, to protect our rights, property, or safety or that of others, or in connection with a merger, acquisition, or sale of all or part of our business, subject to appropriate confidentiality protections.

Data retention

We retain personal information only for as long as reasonably necessary for the purposes described in this policy, including to respond to your inquiry, maintain business relationships, and meet legal, accounting, or reporting requirements. Inquiry and contact information that does not lead to an engagement is reviewed periodically and deleted or anonymized when it is no longer needed. [Specify retention periods, if desired.]

Data security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information, including encrypted connections to our website, access controls, and the use of reputable service providers. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your privacy rights

United States residents

Depending on where you live, you may have rights under applicable state privacy laws, including the California Consumer Privacy Act as amended by the California Privacy Rights Act, and similar laws in other states. These rights may include the right to:

• Know or access the personal information we have collected about you
• Correct inaccurate personal information
• Delete personal information we have collected from you
• Obtain a portable copy of your personal information
• Opt out of the sale or sharing of personal information, or of certain targeted advertising and profiling (we do not engage in these activities)
• Not receive discriminatory treatment for exercising your rights

Where applicable law provides a right to appeal our decision about your request, you may do so by replying to our response. You may also designate an authorized agent to submit a request on your behalf, subject to verification.

Visitors in the European Economic Area and United Kingdom

If you are located in the European Economic Area or the United Kingdom, you may have the right to access, correct, delete, or restrict the processing of your personal data, to object to processing, to data portability, and to withdraw consent at any time where processing is based on consent. You also have the right to lodge a complaint with your local data protection authority.

We process personal data on the following legal bases: to take steps at your request before entering into a contract, for our legitimate interests in operating our business and responding to business inquiries, with your consent (for example, for Google Analytics and subscribed communications), and to comply with legal obligations.

How to exercise your rights

To make a request, contact us at consult@maxisllc.com. We will verify your request using information we already hold and respond within the timeframe required by applicable law.

Children's privacy

Our website is intended for business professionals and is not directed to individuals under the age of 16. We do not knowingly collect personal information from children under 16. If you believe a child has provided us with personal information, please contact us and we will delete it.

International data transfers

Meridian is based in the United States, and our service providers may process information in the United States and other countries. Where we transfer personal data from the European Economic Area or United Kingdom, we rely on appropriate safeguards, such as standard contractual clauses or other lawful transfer mechanisms.

Third-party links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites, and we encourage you to review their privacy policies.

Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the "last updated" date shown on this page. Material changes will be communicated as required by applicable law.

Contact us

If you have questions about this Privacy Policy or our privacy practices, please contact us:

[Company legal entity name]
d/b/a Meridian Axis Advisory Group
[Mailing address]
Email: consult@maxisllc.com