Privacy Policy
Consilium Solutions LLC (“Consilium,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it through compliance with this policy. This Privacy Policy describes the types of information we may collect from you or that you may provide when you visit consiliumsolutionsllc.com (the “Website”), interact with our automated telephony or messaging systems, or engage our advisory services, and our practices for collecting, using, maintaining, protecting, and disclosing that information.
This policy applies to information we collect:
- On the Website
- In email, text, and other electronic messages between you and us
- Through our automated voice systems (the “AI Receptionist”)
- When you book or attend a Pattern Call, Structured Discovery, or other scheduled meeting
- When you submit forms on our Website or third-party landing pages we operate
- Through third-party data providers used for outbound business development (described below)
It does not apply to information collected by any third party, including through any application or content (including advertising) that may link to or be accessible from or on the Website.
Please read this policy carefully to understand our policies and practices regarding your information. By accessing or using the Website, contacting us through any channel, or engaging our services, you agree to this Privacy Policy.
1. Who We Are
Consilium Solutions LLC is a South Carolina limited liability company providing advisory-grade information technology and security consulting services, including Client Access Package, Fractional CIO & CISO Advisory, Decision Clarity Assessment, and Focused Improvement Work. We are based in Seneca, South Carolina, and serve clients primarily in the South Carolina, Western North Carolina, and North Georgia footprint, with remote delivery across the United States.
Business contact:
Consilium Solutions LLC
2606 Dog Leg Lane
Seneca, SC 29678
Sales@consiliumsolutionsllc.com
+1 864-635-4914
2. Information We Collect
We collect several types of information from and about users of our Website and services:
Information you provide directly to us, including:
- Contact form submissions — First name, last name, company email, phone number, company name, industry or vertical, employee count band, buying trigger or reason for inquiry, and any free-text message you choose to include
- Scheduled meeting data — Name, email, phone, time zone, meeting topic, and any preparation notes you provide when booking a Pattern Call, Structured Discovery, or other appointment
- Communications — Any information you provide when you contact us by phone, SMS, email, chat, or LinkedIn, including the content of those communications and any attachments
- Engagement data — Information you provide during the course of an advisory engagement, including documents you share with us, stakeholders you introduce us to, and decisions you ask us to support
Information we collect automatically when you interact with us, including:
- Website usage data — IP address, browser type and version, device type, operating system, referring URL, pages viewed on our Website, time spent on pages, and timestamps of visits
- Cookies and similar technologies — We use cookies, pixel tags, and similar tracking technologies to recognize you and track your activity on our Website. See Section 7 for details.
- Email engagement — When we send you an email, we may track whether the email was delivered, opened, and whether you clicked any links. This is standard email marketing telemetry provided by our customer relationship management platform.
- Voice and SMS interactions — When you call our phone number (+1 864-635-4914) or exchange SMS messages with us, we may record the call or message content, retain transcripts, and capture caller ID and timestamps for service delivery, training, and quality assurance. You will be notified at the start of any call that the call may be recorded.
- AI Receptionist data — When you interact with our automated voice receptionist, the system collects your stated reason for calling, any qualification details you provide, and routes the call or schedules a follow-up based on that information. The conversation is recorded and may be transcribed to improve the system and inform our knowledge base.
Information we collect from third parties, including:
- Business intelligence data — We use Dun & Bradstreet (Hoovers product) to source business contact information for outbound business development, including company name, contact name, role, business email, business phone, employee count, industry classification, and revenue band. This information is licensed from Dun & Bradstreet under their terms.
- Public business records — We may augment contact records with publicly available business information from sources such as LinkedIn, the SEC, state corporate registries, and Google Business Profile.
- Calendar metadata — When you book a meeting with us, our calendar system (Microsoft 365) records meeting metadata including attendees, duration, and join links.
- Payment processor data — If you become a paying client, our payment processor (Stripe) collects and processes your billing information. We do not store full payment card numbers or bank account numbers on our systems.
3. How We Use Your Information
We use the information we collect about you or that you provide:
- To respond to inquiries you submit through our Website, phone numbers, or other channels
- To schedule, conduct, and follow up on Pattern Calls, Structured Discovery sessions, and other meetings
- To deliver the advisory services you have engaged us to provide
- To send you transactional communications related to your inquiry, scheduled meeting, or active engagement
- To send you marketing communications about our services, including nurture content, decision-gate check-ins, and re-engagement messages, where you have provided appropriate consent
- To improve our Website, services, AI Receptionist, and knowledge base
- To conduct outbound business development to companies whose business profile matches our service offering, in compliance with applicable B2B marketing regulations
- To process payments for our services
- To comply with legal obligations, respond to lawful requests, and protect our rights
- To investigate and prevent fraudulent activity, abuse of our systems, or violations of our terms
4. How We Share Your Information
We do not sell, rent, or trade your personal information. We share information only as described below:
Service providers: We share information with third-party service providers who perform functions on our behalf, under written contracts requiring them to protect the information and use it only for the purposes for which we disclose it to them. Our current service providers include:
- GoHighLevel — customer relationship management, automation, and communications platform
- Twilio — SMS and voice call infrastructure (operates our two business phone numbers and SMS messaging)
- Microsoft 365 — calendar, email, and document collaboration
- Stripe — payment processing and invoicing
- Dun & Bradstreet — business intelligence (inbound use only; we do not share your information with D&B)
- Insomniac AI LLC — our authorized technology partner responsible for building and maintaining our CRM, AI Receptionist, and automation infrastructure
Legal requirements: We may disclose information if required to do so by law or in response to valid requests by public authorities (e.g., a court order, subpoena, or government request).
Business transfers: If Consilium Solutions LLC is involved in a merger, acquisition, or asset sale, your information may be transferred as part of that transaction. We will provide notice before your information is transferred and becomes subject to a different privacy policy.
Aggregated or de-identified data: We may share aggregated or de-identified information that cannot reasonably be used to identify you for any purpose.
5. SMS and Email Communications
SMS messaging: We send SMS messages only to recipients who have provided opt-in consent through our Contact Us form, scheduled-meeting booking flow, or other documented opt-in channel. Our SMS program operates in compliance with A2P 10DLC requirements using EIN 85-2135053.
The categories of SMS messages we send include:
- Appointment confirmations and reminders
- Post-meeting follow-up
- Nurture and educational content for opted-in business contacts
- Decision-gate check-ins for active client engagements
- Re-engagement messages for inactive contacts
Every SMS message we send includes:
- Clear identification of Consilium as the sender
- A way to opt out (reply STOP)
- A help option (reply HELP)
Message and data rates may apply. Message frequency varies based on your engagement with our services. You can opt out at any time by replying STOP. You can request help by replying HELP. We will honor opt-out requests immediately.
Mobile opt-in data is never shared. No mobile information, phone numbers collected for SMS, or SMS opt-in consent will be shared with any third parties or affiliates for marketing or promotional purposes. Phone numbers and SMS consent are used solely by Consilium and the service providers listed in Section 4 to deliver the messaging described above.
Email communications: We send transactional and marketing emails through our customer relationship management platform. Every marketing email includes a clear unsubscribe link in the footer and our physical business address as required by the CAN-SPAM Act. Transactional emails (appointment confirmations, billing receipts, engagement-related communications) are sent only when necessary to deliver the service you have requested or engaged us to provide.
6. AI Receptionist Disclosure
When you call one of our business phone numbers (706-739-5767 or 864-635-4914), your call is initially answered by our AI Receptionist — an automated voice system designed to qualify your inquiry, route urgent matters to a human, and schedule a Pattern Call if appropriate.
You will be notified at the start of the call that:
- You are speaking with an automated assistant
- The call may be recorded for quality, training, and knowledge base purposes
- You may request a human at any time by saying “speak to a human” or describing an urgent situation (active incident, ransomware, board call, regulatory matter)
The AI Receptionist routes calls to Jason LaClair or other Consilium principals based on the nature of your inquiry. If you do not want to interact with the automated system, you may end the call and email Sales@consiliumsolutionsllc.com instead. Call recordings are retained for service delivery, quality assurance, and the improvement of our system. Recordings are not shared outside Consilium and our authorized service providers.
7. Cookies and Tracking Technologies
Our Website uses cookies and similar tracking technologies to:
- Remember you and your preferences when you return to our Website
- Understand how visitors use our Website
- Track conversions and the performance of our outreach campaigns
The cookies and tracking technologies we use include:
- Strictly necessary cookies — required for the Website to function (e.g., session management, form security)
- Analytics cookies — Google Analytics or similar, to understand visitor behavior in aggregate
- CRM tracking pixel — links Website visits to known contacts in our CRM for personalized follow-up
- LinkedIn Insight Tag — measures effectiveness of LinkedIn-sourced traffic and supports B2B retargeting
You can control cookies through your browser settings. Disabling cookies may affect Website functionality.
8. How We Protect Your Information
We have implemented reasonable measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure. These measures include:
- Encryption of data in transit (HTTPS/TLS)
- Encryption of data at rest where supported by our service providers
- Access controls limiting which Consilium personnel and authorized service providers can access your information
- Two-factor authentication on all administrative accounts
- Regular review of our service provider security practices
The safety and security of your information also depends on you. Where we have given you (or you have chosen) a password to access certain parts of our systems, you are responsible for keeping that password confidential. Do not share your password with anyone.
Unfortunately, transmission of information over the internet is not completely secure. We cannot guarantee the absolute security of your personal information transmitted to our Website or systems. Any transmission of information is at your own risk.
9. Data Retention
We retain your information for as long as necessary to fulfill the purposes for which it was collected, including:
- Active prospect and lead data: Up to 3 years from last engagement, after which the record is reviewed for active interest or deletion
- Active client engagement data: Duration of the engagement plus 7 years for business and tax records
- SMS and email opt-out records: Indefinitely, to ensure we honor your opt-out
- Call recordings: Up to 24 months from the call date, after which they are deleted unless retained for an active engagement
- Website analytics: Up to 26 months in aggregated form
Opted-out contacts are removed from active marketing within 30 days of opt-out, with the opt-out record retained indefinitely to prevent re-contact.
10. Your Rights and Choices
Depending on your jurisdiction, you may have the following rights regarding your personal information:
- Right to access the personal information we hold about you
- Right to correct inaccurate personal information
- Right to delete your personal information, subject to legal retention obligations
- Right to opt out of marketing communications at any time
- Right to object to certain processing of your personal information
To exercise any of these rights, contact us at Sales@consiliumsolutionsllc.com. We will respond within 30 days.
Opting out of marketing:
- Email: Click the unsubscribe link in any marketing email
- SMS: Reply STOP to any marketing SMS message
- Phone: Tell us during a call that you do not wish to be contacted further, or email us
11. Children's Privacy
Our Website and services are not directed to children under 16 years of age, and we do not knowingly collect personal information from children under 16. If you become aware that a child has provided us with personal information, please contact us so we can take steps to delete the information.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. If we make material changes, we will notify you by updating the “Last updated” date at the top of this policy and, where appropriate, by sending an email or other notice to active contacts. We encourage you to review this Privacy Policy periodically.
13. Contact Us
If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:
Consilium Solutions LLC
Attn: Privacy Inquiries
2606 Dog Leg Lane
Seneca, SC 29678
