Privacy Policy

for Sage & Focus

Last Updated: May 8, 2026

To our clients, please review.

1. Introduction

At sage & focus, we respect your privacy and are committed to protecting the personal data you share with us. This Privacy Policy explains how we collect, use, and protect your information when you visit sageandfocus.com or engage with our services.

2. Information We Collect

We collect information that you voluntarily provide to us and information that is collected automatically.

  • Personal Identifiers: Name, email address, and phone number (collected when you Start an Inquiry or book via Calendly).

  • Professional Information: Job title, company name, and workplace challenges shared during discovery calls or audits.

  • Payment Data: We use third-party processors (e.g., Stripe or PayPal) to handle payments. We do not store your full credit card details.

  • Technical Data: IP address, browser type, and usage patterns collected via cookies through Squarespace and Google Analytics.

3. How We Use Your Information

We use your data to provide our services and improve your experience, specifically:

  • To facilitate Strategy Consultations and Workplace Audits.

  • To send requested follow-up plans, invoices, and resources.

  • To send our newsletter (only if you have opted in).

  • To comply with legal obligations and protect the security of our site.

4. Data Sharing and Third Parties

We do not sell your personal information. We only share data with trusted service providers necessary to run our business, such as:

  • Scheduling: Calendly for booking sessions.

  • Hosting: Squarespace for website operations.

  • Communication: Email service providers for newsletters and follow-ups.

5. Your Rights and Choices

Depending on your location (such as California or the EU), you may have the following rights:

  • Access & Portability: You can request a copy of the data we hold about you.

  • Correction & Deletion: You can ask us to update or erase your personal information.

  • Opt-Out: You can unsubscribe from marketing emails at any time using the link in the footer.

6. Data Security

We implement industry-standard security measures to protect your data. However, please be aware that no method of transmission over the internet is 100% secure. We utilize secure platforms like Payhip and Squarespace to ensure high-level encryption for transactions.

7. Cookies

Our website uses cookies to enhance functionality and analyze traffic. You can manage your cookie preferences through your browser settings or our on-site consent banner.

8. Contact Us

If you have questions about this policy or wish to exercise your data rights, please contact us:

Contact Us