Privacy Policy

This Privacy Policy explains how Helm, LLC (“Helm,” “we,” “us,” or “our”) collects, uses, and protects information when you visit our website or participate in our diagnostic and advisory services.

By using our website or services, you agree to the practices described in this policy.

Scope

This policy applies to two things:

1. Our website, including any contact forms, email signups, and general browsing.
2. Our diagnostic and advisory services, including leadership team assessments, surveys, reports, and related engagements delivered to client organizations and their participants.

Where the two differ, we say so below.

Information we collect

Information you give us on the website. When you contact us, request information, or sign up to hear from us, we collect the details you provide, such as your name, email address, company, role, and anything you include in your message.

Information from diagnostic engagements. When your organization engages us, we collect information needed to deliver the work. This may include participant names, email addresses, roles, and the responses individuals provide to our assessments and surveys. We collect this information to produce reports and recommendations for the engagement.

Information collected automatically. When you visit our website, our servers and essential service providers may automatically log basic technical information such as your IP address, browser type, device type, and the pages you view. We use this only to operate, secure, and maintain the site.

How we use information

We use the information we collect to:

• Respond to your inquiries and provide information you request.
• Deliver, administer, and improve our services.
• Produce assessments, reports, and recommendations for client engagements.
• Send communications you have asked to receive, and let you opt out at any time.
• Operate, secure, and maintain our website and systems.
• Comply with legal obligations and enforce our agreements.

We do not sell your personal information.

Confidentiality of assessment responses

We understand that our work involves candid input from members of a leadership team, and we treat that input with care.

Unless your engagement agreement states otherwise, we report the results of our assessments to client organizations in aggregated or summarized form, and we do not attribute specific individual responses to named individuals in the deliverables we provide. The specific handling of responses, including who receives what, is governed by the agreement between Helm and the engaging organization. If you are a participant and have questions about how your responses will be used, contact the sponsor of your engagement or reach us at the address below.

Cookies

Our website uses only essential cookies required for the site to function and remain secure. We do not use advertising cookies, cross-site tracking cookies, or non-essential analytics cookies. Because we use only essential cookies, most browsers will accept them by default, and blocking them may affect how the site works.

How we share information

We do not sell personal information. We share information only in the following limited circumstances:

• Service providers. We use trusted third-party providers to host our website and systems and to help us operate our services. These providers may process information on our behalf and are permitted to use it only to provide services to us.
• Client organizations. For diagnostic engagements, we provide reports and deliverables to the organization that engaged us, as described in the applicable engagement agreement.
• Legal and safety. We may disclose information when required by law, to respond to legal process, or to protect the rights, property, or safety of Helm, our clients, or others.
• Business transfers. If we are involved in a merger, acquisition, or sale of assets, information may be transferred as part of that transaction.

Data retention

We keep information for as long as needed to provide our services, meet the terms of our engagement agreements, and satisfy legal, accounting, or reporting requirements. When information is no longer needed, we take reasonable steps to delete it or remove its association with you.

Security

We use reasonable administrative, technical, and organizational measures designed to protect the information we hold. No method of transmission or storage is completely secure, so we cannot guarantee absolute security, but we work to safeguard your information and to limit access to those who need it.

Your choices and rights

You may:

• Ask us what personal information we hold about you.
• Ask us to correct or update your information.
• Ask us to delete your information, subject to our legal and contractual obligations.
• Opt out of marketing communications at any time using the unsubscribe link or by contacting us.

Depending on where you live, you may have additional rights under applicable law. For example, California residents may have rights to know what personal information we collect and to request its deletion. To exercise any of these rights, contact us at the address below. We will not discriminate against you for exercising them.

Children

Our website and services are intended for businesses and professionals. They are not directed to children under 13, and we do not knowingly collect personal information from children.

Changes to this policy

We may update this policy from time to time. When we do, we will revise the effective date above. Material changes will be reflected on this page, and your continued use of our website or services after an update means you accept the revised policy.

Contact us

If you have questions about this policy or how we handle your information, contact us at:

Helm, LLC
help@helmteams.co