Table of Contents
PM Sherpas, Inc. ("PM Sherpas," "we," "us," or "our") is committed to protecting the privacy of our clients, prospective clients, and website visitors. This Privacy Policy explains what information we collect, how we use and share it, and the choices you have in connection with that information.
By using our website at www.pmsherpas.com (the "Site") or engaging with our services, you agree to the practices described in this Privacy Policy. If you do not agree, please discontinue use of the Site.
1 Information We Collect
Information you provide directly:
- Contact and inquiry data — name, job title, company name, email address, phone number, and any information you voluntarily submit through our contact forms or by emailing us.
- Client and engagement data — information exchanged during the delivery of consulting, training, or managed services, including project documentation, organizational data, and communications.
- Event registrations & downloads — information provided when registering for webinars, downloading resources, or attending PM Sherpas events.
Information collected automatically:
- Usage data — pages viewed, time spent, referring URLs, links clicked, and other interaction data collected via server logs or analytics tools.
- Device and browser data — IP address, browser type and version, operating system, and device identifiers.
- Cookies and similar technologies — see Section 4 for details.
Information from third parties:
- Professional networking information from LinkedIn or other platforms when you connect with us.
- Business contact information from publicly available sources or lead-generation partners for B2B outreach.
2 How We Use Your Information
We use the information we collect to:
- Respond to inquiries and provide requested information about our services.
- Deliver, manage, and improve our consulting, training, and managed services engagements.
- Send you service-related communications, proposals, statements of work, and invoices.
- Send marketing communications about our services, thought leadership, and events — you may opt out at any time.
- Analyse how visitors use the Site in order to improve content and user experience.
- Comply with legal obligations and enforce our agreements.
- Protect the security and integrity of our Site and business operations.
We do not sell your personal information to third parties. We do not use your data for automated profiling or decision-making that produces legal or similarly significant effects.
3 Information Sharing & Disclosure
We may share your information with:
- Service providers — trusted vendors who process data on our behalf (e.g., CRM platforms, email marketing tools, website hosting, analytics). These vendors are contractually required to handle data securely and only for the purposes we specify.
- Professional advisors — attorneys, accountants, or auditors where necessary to run our business.
- Business transfers — in connection with a merger, acquisition, or sale of all or a portion of our assets, your data may be transferred. We will notify you via email or prominent notice on the Site before any such transfer takes effect.
- Legal requirements — when required by law, regulation, subpoena, or governmental authority, or to protect the rights, property, or safety of PM Sherpas, our clients, or others.
We do not share client engagement data with any third party without your explicit written consent, except as required by law.
4 Cookies & Tracking Technologies
Our Site uses cookies and similar technologies to enhance your experience and understand Site usage.
- Essential cookies — necessary for the Site to function correctly. These cannot be disabled.
- Analytics cookies — help us understand how visitors interact with the Site (e.g., Google Analytics). Data is aggregated and anonymised where possible.
- Marketing cookies — may be set by third-party platforms (e.g., LinkedIn Insight Tag) to measure the effectiveness of our advertising. These cookies are only placed with your consent.
You can control cookies through your browser settings or by using a consent management tool if presented on the Site. Disabling non-essential cookies will not affect your ability to browse the Site.
5 Data Retention
We retain personal data for as long as necessary to fulfil the purposes outlined in this Privacy Policy, unless a longer retention period is required by law.
- Inquiry and marketing data — retained for up to 3 years from the date of last contact, or until you request deletion.
- Client engagement data — retained for the duration of the engagement and up to 7 years thereafter for legal and accounting purposes.
- Website analytics data — typically retained for 26 months in aggregated form.
6 Security
PM Sherpas implements industry-standard technical and organisational measures to protect your information against unauthorised access, disclosure, alteration, or destruction. These measures include:
- TLS/HTTPS encryption for data in transit.
- Access controls limiting data to authorised personnel on a need-to-know basis.
- Regular review of our data handling practices.
No method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.
7 Your Rights & Choices
Depending on your location and applicable law, you may have the following rights regarding your personal data:
- Access — request a copy of the personal data we hold about you.
- Correction — request that we correct inaccurate or incomplete information.
- Deletion — request that we delete your personal data, subject to certain exceptions.
- Opt-out of marketing — unsubscribe from marketing emails using the link in any email, or contact us directly.
- Data portability — request a machine-readable copy of your data where technically feasible.
- Withdraw consent — where processing is based on consent, you may withdraw at any time without affecting the lawfulness of prior processing.
To exercise any of these rights, please contact us at info@pmsherpas.com. We will respond within 30 days.
8 Third-Party Links
Our Site may contain links to third-party websites (e.g., partner platforms, LinkedIn, industry resources). We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies before submitting any personal information.
9 Children's Privacy
Our Site and services are directed at business professionals and are not intended for individuals under the age of 16. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.
10 Changes to This Policy
We may update this Privacy Policy from time to time. When we make material changes, we will revise the "Last Updated" date at the top of this page and, where appropriate, notify you by email or via a notice on our Site. Your continued use of the Site following any changes constitutes your acceptance of the revised policy.
11 Contact Us
If you have any questions about this Privacy Policy or wish to exercise your rights, please contact: