Last updated: September 2026

1. Introduction

Welcome to Optimal Scaling LLC (“we,” “our,” or “us”). Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website optimalscaling.com, use our AI automation and consulting services, schedule appointments, or interact with us in any other way.

By accessing our website or utilizing our services, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with the terms of this policy, please do not access the site or use our services.

2. Information We Collect

We collect information that identifies, relates to, or could reasonably be linked to you ("Personal Information"), as well as technical and usage data.

Personal Information You Provide:

Contact & Identification Details: Full name, business email address, phone number, company name, and job title when you fill out inquiry forms, book a discovery call, or subscribe to our communications.

Billing & Financial Information: Payment details, billing address, and transaction history when purchasing our consulting or automation services (processed securely through encrypted third-party payment processors).

Communication Data: Information, questions, or project specifications you share during calls, via email, or through automated chat interfaces and onboarding questionnaires.

Automatically Collected Usage Data:

Technical Details: Internet Protocol (IP) address, browser type and version, time zone setting, operating system, and device identifiers.

Website Usage: Pages visited, time spent on pages, referral sources, clickstream data, and interaction with website elements (including booking calendars and interactive forms).

Cookies and Tracking Technologies: We use cookies, web beacons, pixels, and similar tracking technologies to analyze traffic, improve site functionality, and optimize B2B marketing campaigns. You can control cookie preferences through your browser settings.

3. How We Use Your Information

We use the collected information for the following legitimate business purposes:

Service Delivery: To provide, operate, and maintain our AI automation workflows, consulting services, and client infrastructure.

Appointment & Lead Management: To process call bookings, send schedule reminders, and qualify business inquiries.

Billing & Transactions: To process payments, issue invoices, and fulfill contractual obligations.

Client Communication: To send administrative notices, service updates, technical alerts, and support messages.

Marketing & Growth: To deliver relevant insights, promotional offers, and B2B marketing communications (you can opt out at any time).

System Optimization: To monitor website performance, analyze user behavior, and improve user experience and platform security.

Legal & Compliance: To enforce our terms, resolve disputes, and comply with applicable regulatory and legal requirements.

4. How We Share Your Information

We do not sell, rent, or trade your personal data to third parties. We only share information under the following strict circumstances:

Trusted Service Providers: With vetted third-party vendors, contractors, and platform integrations that perform operational services on our behalf (e.g., CRM platforms, scheduling tools, cloud hosting, email service providers, and secure payment processors).

SMS & Communication Consent: Mobile information and consent data obtained for SMS communication will not be shared with any third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Legal Compliance & Protection: When required by applicable law, legal process, or governmental request, or when we believe disclosure is necessary to protect the rights, property, safety, or security of Optimal Scaling LLC, our clients, or others.

Business Transfers: In connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business by another entity.

5. International Data Transfers

Optimal Scaling LLC is a United States entity. If you are accessing our website or services from outside the United States, please note that your information may be transferred to, stored, and processed in the U.S. or other global jurisdictions where our servers and service providers operate. We take appropriate technical and legal steps to ensure your data receives standard professional protection regardless of location.

6. Data Security

We implement industry-standard administrative, technical, and physical security measures designed to protect your personal information against unauthorized access, destruction, alteration, or disclosure. However, no data transmission over the internet or secure cloud storage system can be guaranteed as 100% secure.

7. Your Rights and Choices

Depending on your jurisdiction, you have specific rights regarding your personal information:

Access & Correction: You may request access to, or correction of, the personal information we hold about you.

Deletion: You can request that we delete your personal data, subject to legal and accounting retention exceptions.

Marketing Opt-Out: You can unsubscribe from our marketing emails at any time by clicking the "Unsubscribe" link in the email footer.

Cookie Control: You can set your browser to refuse all or some browser cookies, or to alert you when cookies are being sent.

To exercise any of these rights, please contact us at [email protected].

8. Retention of Data

We retain personal information only for as long as is necessary to fulfill the purposes set forth in this Privacy Policy, manage ongoing B2B client relationships, resolve disputes, and comply with our legal, accounting, and reporting obligations.

9. Third-Party Links and Software

Our website and booking pages may contain links to third-party websites, plug-ins, or tools. We do not control these third-party websites and are not responsible for their privacy statements or practices. We encourage you to read the privacy policy of every website you visit.

10. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our business practices, legal requirements, or technological advancements. Any modifications will be posted on this page with an updated "Last updated" date. Your continued use of our website or services after such updates constitutes acceptance of the revised policy.

11. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

Optimal Scaling LLC

Email: [email protected]

Website: optimalscaling.com

Address: 1209 Mountain Road PL NE, Ste N, Albuquerque, NM, 87110, USA