Last Updated: March 6, 2026
Optimum Consultancy Services, LLC (“Optimum,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our websites (including www.optimumcs.com and any sub-sites or landing pages), interact with our online services, register for webinars or events, submit contact forms, call us, engage with our social media pages, or otherwise communicate with us through common online or offline channels.
By using our websites and/or services, you acknowledge that you have read and accept this policy. We may update it from time to time; material changes will be posted with a new effective date. Your continued use constitutes acceptance.
Controller & Contact Information
Controller: Optimum Consultancy Services, LLC
Address: 5177 Richmond Ave. #1030 Houston, TX
Email: info@optimumcs.com
Phone (privacy inquiries & rights requests): 713.505.0300
Personal Information We Collect
We collect the following categories of personal information:
- Identifiers and Contact Data: Name, email address, phone number, postal address, job title, company name.
- Professional Information: Company details, role, interests relevant to IT consulting.
- Internet and Device Data: IP address, browser type, device information, pages visited, cookies, and approximate location data.
- Marketing and Interaction Data: Preferences, webinar/event registrations, ad interactions, social media engagements.
- Payments/Transactions: Payment confirmations/metadata processed by third‑party payment providers (e.g., PayPal). We do not store full card numbers.
- Other: Any information you voluntarily provide via forms, calls, or emails.
- Sensitive Personal Information (SPI): We do not intentionally collect SPI for marketing or advertising.
Sources of Collection:
- Directly from you (e.g., contact forms, events or webinar sign-ups, calls, emails).
- Automatically via cookies, pixels, and similar technologies on our sites.
- From third parties, including: business partners and referral sources; commercial data providers and data brokers (such as ZoomInfo, Cognism, Apollo, or similar reputable services); publicly available sources (e.g., company websites, LinkedIn, or social media profiles); and data enrichment services.
We only obtain data from reputable providers who represent compliance with applicable laws and enter into appropriate agreements with them. We conduct reasonable due diligence on these sources.
Notice at Collection (California) — Categories, Purposes, Sale/Share/Targeted Ads, Retention (Summary)
At or before the point of collection, we collect Identifiers/Contact (e.g., name, email, phone, company, job title), Professional/Commercial information (e.g., company details, role, service engagement info), Internet/Device data (e.g., IP address, device/browser, pages viewed, cookies/pixels/SDKs, approximate location), Marketing & Interaction data (e.g., preferences, forms, event registrations, downloads, ad interactions, social engagement), Payments/Transactions (processed by third‑party providers; we do not store full card numbers), and—only if separately disclosed—Sensitive Personal Information (not used for marketing). We use these categories to provide and support services, communicate and conduct B2B marketing, perform analytics and improve our sites/services, maintain security and prevent fraud/abuse, and comply with law. Disclosures of Identifiers/Contact, Professional/Commercial, Internet/Device, and Marketing & Interaction data to advertising/analytics partners and independent business partners (for co‑marketing/co‑selling) may be treated as a “sale” or “sharing” for cross‑context behavioral advertising (California) and/or “targeted advertising” (other U.S. states); Payments/Transactions are not sold/shared for advertising; we do not sell/share Sensitive Personal Information and do not use it for marketing. You may opt out of sale/sharing/targeted advertising at any time via Do Not Sell or Share My Personal Information (CA), Opt Out, and manage cookies via Cookie Preferences. Retention: Identifiers/Contact, Professional/Commercial, and Marketing & Interaction are retained until you opt out; Internet/Device logs are retained about 12–24 months; Payments/Transactions are retained about 7 years (legal/accounting); any Sensitive Personal Information (if collected) is purpose‑limited and retained only as disclosed at collection. Where fixed periods are impracticable, we apply documented criteria (business need, legal obligations, limitation periods, and security). We do not sell personal information for money.
How and Why We Use Your Personal Information (Lawful Bases)
We process your personal information for the following purposes. Where required by law (especially GDPR/UK GDPR), we rely on these lawful bases:
- Contractual Necessity: To provide IT consulting services, respond to inquiries, or fulfill requests (e.g., webinar access).
- Legitimate Interests (our primary basis for B2B activities): To develop and maintain business relationships, including contacting individuals whose data we received from partners, referrals, data brokers, or public sources; to send commercial emails, newsletters, event invitations, or personalized offers about our IT services or software solutions; to improve our websites, analytics, security, and user experience; and to conduct targeted advertising. We believe these interests are not overridden by your rights, given our transparency, privacy‑by‑design approach, and your ability to opt out at any time.
- Consent (where required or obtained): For certain non‑essential cookies, sensitive data (if any), or marketing to individuals who have directly opted in (e.g., EU/UK ePrivacy/PECR where required).
- Legal Obligations: To comply with laws, respond to lawful requests, or protect our rights.
- Marketing and Communications: We may email, call, or show ads to website visitors, form submitters, events and webinar attendees, callers, social media interactors, or anyone whose data we lawfully obtained (including from data brokers like ZoomInfo or public sources).
- For U.S. emails, we fully comply with CAN‑SPAM (accurate headers, physical address, easy unsubscribe honored).
- For calls/SMS (TCPA), we do not use autodialers/prerecorded messages without required consent; we honor Do‑Not‑Call and “STOP” for SMS.
- For EU/UK residents, we comply with ePrivacy/PECR: we obtain opt‑in consent where required and otherwise rely on legitimate interests where lawful; we always honor objections.
Profiling & Automated Decisions: We use profiling (e.g., audience segmentation for ads/analytics). We do not make automated decisions that produce legal or similarly significant effects. You can object to profiling used for direct marketing at any time (see Your Privacy Choices).
Cookies and Similar Technologies
We use essential, analytics, and marketing/advertising cookies (and similar tools like pixels) to operate our sites, analyze usage, and deliver personalized ads.
- In the EU/UK, non‑essential cookies require consent. Use our cookie banner and Cookie Preferences link to manage or withdraw consent at any time.
- Elsewhere, you can manage preferences via our cookie banner or browser/device settings.
- We honor GPC (and equivalent universal signals) for sale/share/targeted advertising where required.
Third‑Party Sharing and Disclosure
We do not sell your personal information for money. We may share it only as described below, with appropriate safeguards. Some disclosures to partners or ad platforms may be considered a “sale” or “sharing” under California law or targeted advertising under other state laws; you can opt out via Your Privacy Choices and GPC.
A. Service Providers and Processors
We share personal information with trusted third‑party service providers who perform functions on our behalf (e.g., hosting, analytics, email deployment, payment processing, marketing assistance). These include but are not limited to the following (with links to their privacy policies):
- Microsoft Corporation: https://privacy.microsoft.com/en-us/privacystatement
- Databricks: https://www.databricks.com/legal/privacynotice
- Qlik: https://www.qlik.com/us/legal/product-privacy-notice
- Airtable: https://www.airtable.com/company/privacy
- ClickUp: https://clickup.com/terms/privacy
- OutSystems: https://www.outsystems.com/legal/terms-of-use/privacy-statement/
- Make: https://www.make.com/en/privacy-notice
- ServiceNow: https://www.servicenow.com/service-privacy.html
- Nintex: https://www.nintex.com/company/legal/privacy-policy
- Sharegate: https://en.share-gate.com/privacy-policy
- Beezy: https://www.beezy.net/eula/
- Valo: https://www.valointranet.com/privacy-policy/
- Smartsheet: https://www.smartsheet.com/legal/privacy
- Calendly: https://calendly.com/pages/privacy
- Unbounce: https://unbounce.com/privacy/
- MailChimp: https://mailchimp.com/legal/
- Paypal: https://www.paypal.com/us/webapps/mpp/ua/privacy-full
- Syntara Consulting: https://syntaraconsulting.com/privacy-policy/
- SAP: https://www.sap.com/privacy-policy.html (or applicable regional policy)
- ShortPoint: https://shortpoint.com/privacy-policy
We provide these providers only the information they need to deliver the needed service.
B. Business Partners for Co‑Marketing and Co‑Sale Purposes
We may share your contact information (name, email, phone, job title, company name, and related professional details) with our business partners for co‑marketing, co‑selling, joint events, or collaborative promotions of IT solutions and services. These partners may also share their contact information with us under reciprocal arrangements. Our partners include but are not limited to the companies listed above and others in our ecosystem (e.g., technology vendors and resellers with whom we have formal partnership agreements). We only engage reputable partners and enter into written agreements that comply with applicable data protection laws and honor opt‑out requests. This sharing is based on our legitimate interests in expanding business opportunities and providing integrated solutions to clients. You can object or opt out of such sharing at any time (see Your Privacy Choices above).
Note: The disclosures in sections B and C may be treated as a “sale” or “sharing” under California law and/or “targeted advertising” under other state privacy laws. You may opt out at any time via Your Privacy Choices.
C. Other Disclosures
- With affiliates or in business transfers (e.g., mergers).
- With authorities when legally required.
- With advertising platforms (e.g., Google, Facebook/Meta, LinkedIn) for targeted ads and measurement (subject to your preferences and opt‑outs).
Our websites may contain links to third‑party sites; we are not responsible for their privacy practices.
Data Retention
We retain personal information only as long as necessary to fulfill the purposes above, comply with legal obligations, or resolve disputes (unless you opt out. Where fixed periods are not practical, we apply criteria such as business need, legal obligations, limitation periods, and security requirements. See also the Notice at Collection summary above.
Your Rights
You have the following rights (aligned with CCPA and GDPR and other U.S. state privacy laws, as applicable):
- Access / Know or receive a copy of your data.
- Correct inaccurate information.
- Delete (subject to exceptions).
- Restrict or Object to processing (including for marketing or partner sharing—unconditional right to object under legitimate interests).
- Portability (receive in a structured, commonly used, machine‑readable format).
- Opt out of any “sale,” “sharing” for cross‑context behavioral advertising, or targeted advertising; and limit the use/disclosure of sensitive personal information where applicable.
- Withdraw consent where applicable.
- Appeal our denial of your request (where provided by law).
- Non‑discrimination for exercising your rights.
How to exercise rights:
- Email: info@optimumcs.com
- Phone: 713.505.0300
We verify identity using information we reasonably possess (and may request additional data). You may use an authorized agent; we may require proof of authorization and verify your identity directly, as permitted by law.
Timelines: We aim to respond within 45 days; we may extend once by up to 45 additional days where permitted, and we will notify you of any extension. Appeals: If we deny your request (in whole or part), you may appeal by replying to our decision email or contacting info@optimumcs.com with “Appeal” in the subject line. We will respond within the legally required timeframe and inform you of further recourse, including contacting your state Attorney General or your Data Protection Authority (EU/UK). We do not charge fees for standard requests.
Opt‑Out for Marketing or Partner Sharing: Every marketing email includes an unsubscribe link. You can also reply “unsubscribe,” contact us, or use any preference center. We honor requests promptly and retain minimal data to respect your choice.
Security and Children’s Privacy
We use reasonable and appropriate technical and organizational security measures. No system is perfectly secure; if required by law, we will notify you and/or regulators of a breach.
Our services are intended for adults (18+) and are not directed to children. We do not knowingly collect personal information from children under 13 (COPPA). We also do not knowingly sell or share the personal information of consumers under 16 (CPRA). If you believe a child has provided data, contact info@optimumcs.com and we will take appropriate steps.
Contact Us
Optimum Consultancy Services, LLC
Address: 5177 Richmond Ave. #1030 Houston, TX
Email: info@optimumcs.com
Phone: 713.505.0300
Disclaimers
Important: The limitations and disclaimers below apply only to the fullest extent permitted by law and do not waive any non‑waivable rights. Terms of Use govern website/service usage, including any broader warranty and liability terms.
Our Websites, Products Services, and Applications are not available to children (persons under the age of 18). By accessing and/or using our Websites, Applications and/or Services, you represent and warrant that you are at least 18 years old and that you have the right, authority and capacity to abide by the terms and conditions of this Privacy Policy.
The use of our Websites, Applications, and Services are entirely at your own risk. We shall not be liable for any losses or damages, whether direct or indirect, consequential, incidental, special, punitive or other damages whatsoever (including without limitation, damages for loss of business profits, business interruption, loss of data or loss of business information) that you may suffer as a result of your use of our Websites, Applications and Services, including but not limited to computer or smartphone services, system failure, access delays or interruption, data non-delivery or mis-delivery, computer viruses or other harmful components, breaches of security or unauthorized use of the system arising from “hacking” or otherwise or your reliance on the information contained in our Websites, Applications and/or Services.
We do not represent or warrant that our Websites, Products, Applications, and Services will be available and meet your requirements, that access will be uninterrupted, that there will be no delays, failures, errors or omissions or loss of transmitted information, that no viruses or other contaminating or destructive properties will be transmitted or that no damage will occur to your computer system. You have sole responsibility for adequate protection and back up of data and/or equipment and for undertaking reasonable and appropriate precautions to scan for computer viruses or other destructive properties.
To the full extent permitted by law, Optimum is not liable for any direct, indirect, punitive, special, incidental, consequential, or exemplary damages, including, without limitation, loss of business, revenue, profits, goodwill, use, data, electronically transmitted orders, or other economic advantage arising out of or in connection with our Website and/or Applications, even if Optimum has previously been advised of, or reasonably could have foreseen, the possibility of such damages, however, they arise, whether in breach of contract or in tort (including negligence), including without limitation damages due to: (a) the use of or the inability to use our Websites and/or Applications; (b) the cost of procurement of substitute goods and services resulting from any goods, data, information, or services purchased or obtained, or messages received or transactions entered into, through or from our Websites and/or Applications; (c) statements or conduct of any third party, including without limitation unauthorized access to or alteration of transmissions or data, malicious or criminal behavior, or false or fraudulent transactions; or (d) content or information you may download, use, modify, or distribute. To the extent that any jurisdiction does not allow the exclusion or limitation of direct, incidental, or consequential damages, portions of the above limitation or exclusion may not apply and shall be limited to the greatest extent permitted by law. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL OPTIMUM’S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE WEBSITES, APPLICATIONS, OR SERVICES EXCEED THE GREATER OF: (A) THE FEES YOU PAID TO OPTIMUM FOR THE SERVICES GIVING RISE TO THE CLAIM IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT FIRST GIVING RISE TO THE CLAIM; OR (B) USD $1,000 IF NO FEES WERE PAID.
AI Use Disclosure
Optimum uses AI tools in our deliverables to clients and for internal use to assist in the generation of the deliverables to our clients. Any AI-generated content included in our deliverables to our clients, may have inaccuracies, errors or omissions, and is provided “as is” without any warranties, express or implied. Optimum disclaims any liability for errors or omissions in the content provided, and Optimum shall not be liable for any direct, indirect, incidental, or consequential damages arising out of or in connection with the use of the AI-generated content.
Severability
If any provision of these terms is illegal, void, or for any reason unenforceable, then that provision will be deemed severable from the terms, will be enforced to the fullest extent allowed by law as to affect the intention of these terms, and will not affect the validity and enforceability of any remaining provisions.
Change in Privacy Policy and Contact Information.
As we plan to ensure our privacy policy remains current, this Privacy Policy is subject to change. Please return periodically to review our privacy policy. If you have any questions or concerns regarding our Privacy Policy or our use of your information, please email info@optimumcs.com.
Have questions? Call 713.505.0300