Catalyst Collective Group respects your privacy and recognizes the importance of protecting the information entrusted to us.

This Privacy Policy explains how Catalyst Collective Group, referred to as “CCG,” “we,” “us,” or “our,” collects, uses, maintains, and discloses information when you visit our website, communicate with our team, schedule an appointment, request services, submit an inquiry, or otherwise engage with our business.

By accessing our website or submitting information through our forms, scheduling tools, or other communication channels, you acknowledge the practices described in this Privacy Policy.

1. Who We Are

Catalyst Collective Group is a strategic growth and business development advisory firm serving businesses, nonprofit organizations, government agencies, educational institutions, healthcare organizations, foundations, and other mission-driven entities.

Our services may include:

• Strategic growth advisory.
• Capital, revenue, and investment strategy.
• Partnerships and business development.
• Market intelligence and research.
• Brand strategy, marketing, and communications.
• Organizational and operational strategy.
• Policy, research, and community impact.
• Facilitation, strategic planning, and advisory services.
• Customized organizational engagements and related professional services.

2. Information We Collect

We may collect information that you provide directly, information collected automatically when you interact with our website, and information obtained from other lawful sources.

Information You Provide Directly

When you complete a contact form, request a consultation, schedule an appointment, request a customized engagement, subscribe to communications, or contact our team, we may collect:

• Your first and last name.
• Your email address.
• Your telephone number.
• Your organization or business name.
• Your position, title, or professional role.
• Your organization’s website or social media profiles.
• Your industry, sector, or service area.
• Your city, state, or other general location.
• The services or support you are seeking.
• Information about your organizational goals, challenges, or priorities.
• Information about your anticipated project timeline or budget.
• Information related to partnership, funding, or business development opportunities.
• Information included in messages, questionnaires, assessments, or supporting materials.
• Appointment preferences, scheduling details, and meeting-related information.
• Other information you voluntarily provide.

Information Collected Through Client Engagements

When an organization retains CCG for professional services, we may collect or receive additional information relevant to the engagement, including:

• Organizational and operational information.
• Business plans, strategic plans, and program materials.
• Financial summaries, budgets, or funding information.
• Grant-related documents and application materials.
• Marketing, branding, and communications materials.
• Research, assessment, and evaluation information.
• Stakeholder or partner contact information.
• Project documentation and correspondence.
• Information necessary to prepare proposals, contracts, invoices, reports, or deliverables.

Information provided during a client engagement may also be governed by a separate services agreement, confidentiality agreement, statement of work, data-processing agreement, or other applicable arrangement.

Information Collected Automatically

When you visit our website, our website platform, analytics tools, or other service providers may automatically collect certain technical information, including:

• Internet Protocol address.
• Browser type and version.
• Device type and operating system.
• General geographic location derived from technical information.
• Pages viewed and links selected.
• Date, time, and duration of website visits.
• Referring website or search source.
• Website interactions and usage patterns.
• Cookie identifiers and similar technical information.

This information helps us understand website performance, improve user experience, maintain security, and evaluate the effectiveness of our communications and services.

Information From Other Sources

We may receive limited information from publicly available sources, professional referrals, organizational websites, business directories, public records, social media platforms, event registrations, or partners when relevant to a legitimate business inquiry or engagement.

3. How We Use Information

We may use the information we collect to:

• Respond to inquiries and communicate with prospective or existing clients.
• Schedule appointments, consultations, meetings, and follow-up discussions.
• Assess organizational needs and determine whether our services are appropriate.
• Develop proposals, scopes of work, and customized service recommendations.
• Deliver advisory, consulting, facilitation, research, and business development services.
• Manage client relationships, service delivery, and project communications.
• Prepare contracts, invoices, financial records, and related business documentation.
• Maintain contact records and internal customer relationship management systems.
• Evaluate inquiries and prioritize appropriate follow-up.
• Provide requested resources, publications, updates, or relevant business communications.
• Improve our website, services, internal processes, and client experience.
• Analyze general website usage and communication performance.
• Detect, investigate, or prevent fraud, misuse, or security concerns.
• Comply with legal obligations, contractual requirements, and applicable policies.
• Protect our rights, business operations, personnel, clients, and website users.
• Support other legitimate business purposes consistent with the circumstances in which the information was collected.

We do not use information in ways that are materially inconsistent with this Privacy Policy without providing an appropriate update or obtaining consent when required.

4. Contact Forms, Service Inquiries, and Customized Engagement Requests

Our website may include forms that allow you to:

• Contact Catalyst Collective Group.
• Request a customized engagement.
• Request facilitation or strategic planning support.
• Explore an ongoing advisory relationship.
• Request information about a particular service.
• Complete an organizational readiness assessment.
• Submit a business, funding, partnership, or grant-related inquiry.
• Subscribe to updates or request downloadable resources.

When you submit a form, we use the information provided to evaluate your inquiry, respond to your request, determine the appropriate next steps, and maintain a record of our communications.

Submitting an inquiry does not automatically establish a client relationship, guarantee the availability of services, or create a confidentiality agreement beyond obligations that may otherwise apply under law.

A formal professional engagement begins only after the parties agree to applicable engagement terms.

Please Do Not Submit Highly Sensitive Information

Unless we specifically request the information through an approved and appropriately protected process, do not submit the following through general website forms or ordinary email:

• Social Security numbers.
• Full bank account or payment card numbers.
• Passwords or account login credentials.
• Medical records or individually identifiable health information.
• Government identification numbers.
• Confidential personnel records.
• Tax returns or highly sensitive financial documents.
• Confidential information belonging to another individual or organization without authorization.

If sensitive information is necessary for an engagement, we will provide instructions regarding the appropriate method for submitting it.

5. Appointment Scheduling and Consultations

We may use online scheduling tools, including Zoho Bookings or similar platforms, to manage consultations, discovery calls, strategy sessions, and other appointments.

Information collected through scheduling may include:

• Your name and contact information.
• Organization and professional role.
• Requested appointment type.
• Preferred meeting date and time.
• Brief information about your inquiry.
• Meeting confirmation and reminder preferences.

We use this information to schedule your appointment, provide meeting access information, communicate relevant details, and follow up regarding your request.

An initial consultation, introductory discussion, or appointment does not independently establish a formal client relationship.

If a meeting is recorded or transcribed, we will provide notice and seek any consent required by applicable law.

6. Customer Relationship Management and Internal Inquiry Assessments

We may maintain inquiry and client information within a customer relationship management system, including Zoho CRM or comparable tools.

We may use internal criteria to organize inquiries based on factors such as:

• Requested services.
• Organizational needs.
• Industry or sector.
• Project readiness.
• Anticipated timeline.
• Geographic service area.
• Potential scope of work.
• Available budget information voluntarily provided.
• Alignment with CCG’s service offerings and capacity.

These assessments help us manage communications, assign follow-up responsibilities, and identify appropriate service recommendations.

We do not use these internal business assessments as a substitute for decisions concerning employment, housing, credit, insurance, or other legally regulated eligibility determinations.

7. Email Communications and Marketing Preferences

We may communicate with you by email regarding:

• Responses to your inquiries.
• Appointment confirmations and reminders.
• Requested services or proposals.
• Existing or prospective client engagements.
• Business updates and relevant resources.
• Events, publications, insights, or service announcements.
• Other communications related to your relationship with CCG.

You may unsubscribe from promotional emails by selecting the unsubscribe option included in the message or contacting us directly.

Even if you unsubscribe from promotional communications, we may continue to send nonpromotional messages related to appointments, active engagements, contracts, invoices, security matters, or other legitimate business needs.

We will honor marketing opt-out requests as required by applicable law.

8. Text Messages and Telephone Communications

If you provide your telephone number, we may contact you regarding an inquiry, appointment, requested service, or existing business relationship.

Where required, we will obtain appropriate consent before sending promotional text messages or using communication practices subject to specific consent requirements.

You may request that we stop nonessential text communications by responding as instructed in a message or contacting us directly.

Message and data rates may apply depending on your mobile service provider.

9. Cookies and Similar Technologies

Our website and service providers may use cookies, pixels, analytics tools, and similar technologies to support website functionality, understand website performance, maintain security, and improve the visitor experience.

Cookies are small data files that may be stored on your device when you visit a website.

Depending on the tools enabled on our website, these technologies may be used to:

• Maintain essential website functionality.
• Remember preferences or settings.
• Understand how visitors navigate our website.
• Measure traffic and website performance.
• Evaluate the effectiveness of content or outreach.
• Identify technical issues or security concerns.
• Support embedded forms, scheduling tools, or other website features.

You may be able to manage cookies through your browser settings or website privacy preferences.

Disabling certain cookies may affect the functionality of website forms, scheduling tools, or other features.

Where applicable law requires consent for nonessential cookies or similar tracking technologies, we will provide an appropriate mechanism for obtaining and managing that consent.

10. Website Analytics and Advertising Technologies

We may use website analytics tools to better understand how visitors find and use our website.

If we use advertising pixels, remarketing tools, or similar technologies, those tools may collect information about your interactions with our website and may be subject to additional disclosures or consent requirements.

Our use of analytics or advertising tools may change over time.

Where applicable law provides a right to limit or opt out of certain targeted advertising, data sharing, or similar processing, we will honor requests as required.

We encourage visitors to review any available website cookie preferences and the privacy practices of applicable third-party technology providers.

11. How We Share Information

We do not sell personal information in exchange for money.

We may share information when reasonably necessary for the following purposes:

Service Providers

We may share information with vendors and service providers that assist us with:

• Website hosting and maintenance.
• Online forms and scheduling.
• Customer relationship management.
• Email delivery and business communications.
• Cloud storage and document management.
• Accounting, invoicing, or payment processing.
• Website analytics and security.
• Project management and collaboration.
• Research, professional services, or engagement delivery.

These providers may include Zoho and other technology or professional service providers used in our operations.

We expect service providers to handle information consistent with their contractual obligations, their applicable privacy practices, and relevant legal requirements.

Professional Advisors and Authorized Collaborators

We may share information with attorneys, accountants, consultants, contractors, facilitators, or other professional collaborators when reasonably necessary to support our business operations or fulfill an authorized engagement.

Where appropriate, we use contractual confidentiality obligations or other safeguards when sharing nonpublic client information.

Legal Requirements and Protection of Rights

We may disclose information when necessary to:

• Comply with applicable law or legal process.
• Respond to lawful requests from government authorities.
• Enforce our agreements.
• Investigate suspected fraud, misuse, or security incidents.
• Protect the rights, property, safety, or legitimate interests of CCG or others.

Business Transactions

Information may be disclosed or transferred in connection with a merger, acquisition, restructuring, financing, sale of business assets, or similar transaction, subject to applicable legal and contractual obligations.

With Your Authorization

We may share information when you request or authorize us to do so.

12. Zoho and Other Third-Party Platforms

Catalyst Collective Group may use Zoho products and related third-party platforms to support website operations and client communications, including:

• Zoho Sites or Zoho LandingPage.
• Zoho Forms.
• Zoho Bookings.
• Zoho CRM.
• Zoho Books.
• Zoho Campaigns.
• Other Zoho applications or integrated business tools.

Information submitted through these platforms may be processed or stored by the applicable provider as part of its services.

The privacy and security practices of these providers are governed by their own policies and contractual terms in addition to any applicable obligations owed to CCG.

You may review Zoho’s privacy practices here: Zoho Privacy Policy.

We may also use additional third-party providers for communications, payments, document management, analytics, or professional services as our business operations evolve.

13. Payments and Financial Information

If you purchase services, submit a deposit, or pay an invoice, payment information may be processed through an authorized third-party payment processor or accounting platform.

Depending on the payment method used, we may receive or maintain information such as:

• Billing name and contact details.
• Invoice number and payment status.
• Payment amount and transaction date.
• Limited transaction identifiers.
• Information necessary for accounting, tax, or legal compliance.

Payment card details may be collected directly by the payment processor rather than through our general website forms.

Do not send full payment card numbers, banking credentials, or other sensitive payment information through ordinary email or general inquiry forms.

14. Client Confidentiality and Professional Engagements

CCG recognizes that clients may share strategic, operational, financial, organizational, or other sensitive business information during a professional engagement.

We handle nonpublic client information in accordance with applicable engagement agreements, confidentiality provisions, professional obligations, and legitimate business needs.

The specific handling of client information may be governed by:

• A professional services agreement.
• A nondisclosure agreement.
• A statement of work.
• A grant or government contract.
• A data-processing agreement.
• A business associate agreement, when applicable.
• Another client-specific confidentiality or information-security arrangement.

Where a client agreement imposes additional confidentiality or security obligations, those obligations will apply to the relevant engagement.

A website privacy policy does not replace an engagement-specific confidentiality agreement.

15. Healthcare, Government, Educational, and Other Regulated Information

Some CCG engagements may involve organizations operating within regulated industries or public-sector environments.

If an engagement requires access to information subject to heightened legal, contractual, or regulatory protections, the parties may need to establish additional safeguards before that information is shared.

Depending on the engagement, these safeguards may include:

• Restricted access controls.
• Secure document-sharing procedures.
• Confidentiality agreements.
• Data-processing agreements.
• Public-sector information handling requirements.
• Applicable student privacy protections.
• Health information privacy protections.
• Business associate agreements when legally required.
• Other client-specific security and compliance procedures.

Do not provide protected health information, student records, confidential government information, or similarly regulated materials through a general website form unless we have expressly established an appropriate and authorized process.

16. Case Studies, Testimonials, and Public Materials

We may develop case studies, testimonials, impact summaries, or other materials describing our professional work.

When such materials identify a client, organization, or individual, we will seek permission or rely on authorization provided in an applicable agreement before publicly sharing confidential or nonpublic identifying information.

We may also describe professional experience using information that has been appropriately generalized, aggregated, anonymized, publicly disclosed, or otherwise approved for use, provided doing so does not violate applicable confidentiality obligations.

17. Data Retention

We retain information for as long as reasonably necessary to:

• Respond to inquiries.
• Maintain appropriate business and client records.
• Provide requested services.
• Manage contractual and financial obligations.
• Resolve disputes.
• Enforce agreements.
• Maintain security.
• Comply with applicable legal, tax, accounting, or regulatory requirements.

Retention periods may vary depending on the type of information, the nature of the relationship, contractual obligations, and applicable law.

When information is no longer reasonably needed, we may delete, de-identify, archive, or otherwise securely dispose of it, subject to operational and legal requirements.

18. Information Security

We use reasonable administrative, technical, and organizational measures intended to protect information against unauthorized access, loss, misuse, alteration, or disclosure.

These measures may include access restrictions, account security controls, vendor safeguards, secure business systems, and internal information-handling procedures.

However, no method of internet transmission, electronic storage, or information processing can be guaranteed to be completely secure.

If a security incident occurs, we will evaluate the circumstances and provide notifications when required by applicable law or contractual obligations.

19. Your Privacy Choices and Rights

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

• Request information about the personal information we maintain about you.
• Request access to certain personal information.
• Request correction of inaccurate information.
• Request deletion of certain personal information.
• Withdraw consent where processing is based on consent.
• Opt out of promotional communications.
• Request restrictions on certain uses or disclosures.
• Object to or opt out of certain targeted advertising or data-sharing activities, where applicable.
• Request information regarding certain third-party disclosures.
• Appeal a decision regarding a privacy request when required by applicable law.

These rights are subject to applicable legal limitations, verification requirements, contractual obligations, and exceptions.

To submit a privacy-related request, contact:

Catalyst Collective Group
Email: info@catalystcollectivegrp.com
Phone: 470-742-7089

We may request information reasonably necessary to verify your identity before responding.

We will not unlawfully discriminate against an individual for exercising an applicable privacy right.

20. California and Other State Privacy Rights

Certain U.S. states provide residents with additional privacy rights when a business meets specific legal requirements or processing thresholds.

If a particular state privacy law applies to CCG and to your information, we will provide the rights and disclosures required by that law.

Applicable rights may include the right to know, access, correct, delete, or obtain a copy of certain personal information and, in some circumstances, to opt out of specified data sales, sharing, or targeted advertising.

We do not sell personal information for money. However, some state laws define “sale,” “sharing,” or targeted advertising more broadly than an ordinary exchange of money and may include certain advertising or tracking practices if those technologies are enabled.

If you believe a state-specific privacy right applies to you, contact us at info@catalystcollectivegrp.com.

21. Children’s Privacy

Our website and professional services are intended for business, organizational, and professional audiences and are not directed to children under 13.

We do not knowingly collect personal information from children under 13 through our website.

If you believe that a child under 13 has submitted personal information to us without appropriate authorization, contact us at info@catalystcollectivegrp.com, and we will take appropriate steps to review and address the situation.

22. International Visitors

Catalyst Collective Group operates in the United States.

If you access our website from outside the United States, information you provide may be processed or stored in the United States or other locations where our service providers operate.

Privacy and data protection laws in those locations may differ from the laws in your jurisdiction.

If we intentionally offer services to individuals in a jurisdiction with additional privacy requirements or engage in processing subject to those laws, we will evaluate and address applicable obligations.

23. Third-Party Websites and External Links

Our website may include links to third-party websites, social media platforms, partner organizations, publications, scheduling tools, payment processors, or other external services.

We are not responsible for the privacy practices, content, or security measures of third-party websites that we do not control.

We encourage you to review the applicable privacy policies before providing information to those third parties.

24. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our business operations, technology, services, legal requirements, or information-handling practices.

When changes are made, we will update the “Last Updated” date at the top of this page.

If a change requires additional notice or consent under applicable law, we will provide that notice or obtain consent as appropriate.

We encourage visitors to review this page periodically.

25. Contact Us

If you have questions about this Privacy Policy, our privacy practices, or a request concerning your personal information, contact:

Catalyst Collective Group
Email: info@catalystcollectivegrp.com
Phone: 470-742-7089
Website:https://www.catalystcollectivegrp.com
Location: Georgia, United States

Catalyzing Growth. Building Influence. Creating Legacy.