Privacy Policy

Last updated: November 5, 2026

iNStep Consulting LLC ("iNStep," "we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website, instep-consulting.com, use our services, or interact with us.

By using our website and services, you agree to this Privacy Policy. If you do not agree, please do not use our website or services.

1. Information we collect

a. Information you provide to us

• Contact information: Your name, email address, phone number, and organization when you contact us, request a resource, subscribe to our emails, book a call, or sign up for our services.
• Inquiry details: When you use our contact form, the information you choose to share, such as your role, what you are trying to solve, and your timeline.
• Payment information: Billing details when you purchase services. Invoices are paid through QuickBooks by credit card or bank transfer, and online purchases are processed through ThriveCart and Stripe. We do not store credit card details.
• Service information: Any details you share when working with us, such as responses in coaching sessions or training needs.

b. Information we collect automatically

When you visit our website or submit a form, we may automatically collect:

• Usage data: Pages visited, time spent on the site, and the referring website or page.
• Device and browser data: IP address, browser type, operating system, and other technical information.
• Form security data: To keep spam and automated submissions out of our forms, we record details such as how long the page was open before a form was sent, and our website provider runs an automated bot check (Cloudflare Turnstile) that reviews browser and device signals.
• Cookies and tracking technologies: We use cookies and analytics tools, such as Google Analytics, to keep the website working and to understand how it is used.

c. Information from third-party sources

We may receive additional information from:

• Payment processors, such as transaction status.
• Our email service, such as whether you opened an email or clicked a link.
• Social media platforms, if you engage with our content.

2. How we use your information

We use your information to:

• Provide services: Deliver and improve our coaching, leader development, training development, and delivery management services.
• Communicate with you: Respond to inquiries, follow up on requests you send through our forms, send updates, and provide support.
• Process payments: Manage transactions securely.
• Protect our website: Detect and block spam and automated form submissions.
• Improve our website and services: Analyze trends and improve the experience.
• Marketing, with your consent: Send articles, resources, and updates when you choose to subscribe. You can unsubscribe anytime.

3. How we share your information

We do not sell or rent your personal information. We share data only with:

• Service providers: Companies that help us run our website and business, listed in Section 4.
• Legal compliance: When required by law or government request, or to protect our rights.

All service providers are required to handle your data securely and in compliance with privacy laws.

4. Service providers we use

These providers process personal information on our behalf:

• Webflow: hosts our website and receives the information you submit through our forms. Its bot check is provided by Cloudflare (Turnstile).
• Make: passes form submissions from our website to our email and email marketing tools.
• Mailchimp (Intuit): sends our email newsletters, resource emails, and subscription confirmations, and stores subscriber details.
• Microsoft 365: our business email, used to receive inquiry notifications and reply to you.
• Calendly: schedules calls you book with us.
• ClickUp: receives applications to our contractor network.
• QuickBooks (Intuit): sends invoices and processes invoice payments.
• ThriveCart and Stripe: process online purchases.
• Google Analytics: measures website traffic and usage.

Each provider handles data under its own privacy policy.

5. How we protect your information

We take reasonable security measures to protect your data, including:

• Encryption and secure transactions: Our website uses encrypted connections, and payments are processed through secure gateways.
• Limited access: Only authorized people can access client and subscriber data.
• Spam and bot protection: Our forms use automated checks to block spam and misuse.

While we take precautions, no system is 100% secure, so we encourage you to use strong passwords and protect your personal devices.

6. Your rights and choices

Depending on where you live, you may have the following rights regarding your personal data:

• Access and correction: Request a copy of your data or update inaccurate information.
• Opt out of marketing: Unsubscribe from our emails anytime using the link in any email.
• Request deletion: Ask us to delete your data, except where we are legally required to keep it.

To exercise any of these rights, contact us at support@instep-consulting.com.

7. Cookies and tracking technologies

We use cookies and similar technologies to:

• Keep the website and its forms working.
• Protect our forms from spam and automated submissions.
• Understand how visitors use the website.

You can manage cookies through your browser settings.

8. Third-party links and services

Our website may link to third-party sites, such as scheduling pages, payment processors, and social media. We are not responsible for their privacy practices, so we recommend reviewing their policies.

9. Retention of your data

We keep your information as long as necessary to:

• Provide services.
• Meet legal and accounting obligations.
• Resolve disputes and enforce agreements.

When data is no longer needed, we delete it securely. If you subscribe to our emails, we keep your subscription details until you unsubscribe or ask us to delete them.

10. Changes to this Privacy Policy

We may update this policy from time to time. If significant changes occur, we will notify you by email or update the date at the top of this page.

11. Contact us

If you have any questions about this Privacy Policy, contact us at support@instep-consulting.com.