Privacy Policy

Last updated: May 4, 2026

Carl Delafontaine Consulting respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, store, and protect personal information when you visit our website, contact us, subscribe to our communications, or work with us as a client.

For the purposes of this Policy, “personal information” means information about an identifiable individual, such as a name, email address, phone number, company name, job title, billing information, or information submitted through a contact form.

1. Who we are

Carl Delafontaine Consulting is an independent consulting business based in Sherbrooke, Quebec, Canada.

Person responsible for privacy:

Carl Ducharme-Delafontaine

carl@carldelafontaine.com

You may contact us at any time with questions about this Policy or how we handle personal information.

2. Personal information we collect

We may collect the following types of personal information:

Information you provide directly, such as your name, email address, phone number, company name, job title, project details, and any message you send through our contact form or by email.

Client and project information, such as business requirements, marketing operations data, CRM or marketing automation information, analytics data, documentation, files, or other information needed to provide consulting services.

Billing and administrative information, such as invoicing details, payment status, business address, tax information, and contract-related records.

Website and technical information, such as IP address, browser type, device information, pages visited, referring website, date and time of visit, and interactions with our website.

Marketing communication information, such as email subscription preferences, newsletter engagement, and event or content download activity, where applicable.

We do not intentionally collect sensitive personal information unless it is necessary for a specific project or you choose to provide it.

3. How we collect personal information

We collect personal information when you:

• Visit or interact with our website;

• Fill out a contact form;

• Send us an email or message;

• Book a consultation;

• Subscribe to a newsletter or marketing communication;

• Download a resource or register for an event;

• Enter into a consulting agreement with us;

• Provide access to tools, platforms, documents, or data needed for a project.

We may also collect limited technical information automatically through cookies, analytics tools, and similar technologies.

4. How we use personal information

We use personal information for the following purposes:

• To respond to inquiries and communicate with you;

• To evaluate whether our services are a good fit for your needs;

• To provide consulting, marketing operations, analytics, automation, strategy, or related professional services;

• To prepare proposals, contracts, invoices, and project documentation;

• To manage client relationships and project delivery;

• To improve our website, content, services, and user experience;

• To send newsletters, updates, or marketing communications where permitted;

• To comply with legal, accounting, tax, and regulatory obligations;

• To protect our business, website, systems, and clients from fraud, misuse, or security incidents.

We only collect and use personal information for purposes that are reasonable and appropriate in the circumstances.

5. Consent

By submitting personal information to us, using our website, or engaging our services, you consent to the collection, use, and disclosure of your personal information as described in this Policy.

You may withdraw your consent at any time, subject to legal or contractual restrictions. Withdrawing consent may affect our ability to provide certain services.

For marketing communications, you can unsubscribe at any time by using the unsubscribe link in our emails or by contacting us directly.

6. Cookies and analytics

Our website may use cookies and similar technologies to operate properly, understand website traffic, improve user experience, and measure the effectiveness of our content or marketing.

These technologies may collect information such as your IP address, browser type, device type, pages visited, and time spent on the site.

We may use third-party tools such as:

• Google Analytics;

• Google Tag Manager;

• CRM or marketing automation platforms;

• Email marketing tools;

• Scheduling tools;

• Website hosting and security tools.

You can usually adjust your browser settings to block or delete cookies. Some parts of the website may not function properly if cookies are disabled.

7. Sharing personal information

We do not sell personal information.

We may share personal information with trusted third parties only when necessary, including:

• Website hosting providers;

• Email, CRM, analytics, and marketing automation platforms;

• Scheduling, invoicing, payment, accounting, or document management tools;

• Contractors or professional advisors who help us deliver services;

• Legal, tax, accounting, or regulatory authorities where required.

When we use third-party service providers, we make reasonable efforts to ensure they protect personal information and use it only for the purposes for which it was provided.

8. Client data and third-party platforms

As part of our consulting services, clients may provide access to business systems such as CRM platforms, marketing automation tools, analytics platforms, advertising accounts, databases, spreadsheets, or reporting systems.

When we access client systems or data, we use that information only to provide the agreed services. Clients are responsible for ensuring they have the necessary rights, consents, and legal basis to provide us with any personal information contained in their systems or files.

9. Storage and transfer of information

Personal information may be stored in Canada or in other countries where our service providers operate. When information is stored or processed outside your province or country, it may be subject to the laws of that jurisdiction.

We take reasonable steps to ensure that personal information remains protected when handled by service providers.

10. Retention of personal information

We keep personal information only as long as necessary for the purposes described in this Policy, unless a longer retention period is required or permitted by law.

For example, we may retain:

• Inquiry and contact information for business follow-up;

• Client project records for the duration of the engagement and a reasonable period afterward;

• Contract, billing, accounting, and tax records as required by law;

• Marketing subscription records until you unsubscribe or request deletion.

When personal information is no longer needed, we securely delete, anonymize, or destroy it.

11. Security

We use reasonable administrative, technical, and organizational safeguards to protect personal information against loss, theft, unauthorized access, disclosure, copying, use, or modification.

These safeguards may include access controls, password protection, secure cloud services, limited access to client files, and security practices appropriate to the sensitivity of the information.

No method of transmission or storage is completely secure. We cannot guarantee absolute security, but we take reasonable steps to protect personal information.

12. Privacy incidents

If we become aware of a privacy or security incident involving personal information, we will take reasonable steps to assess the incident, reduce the risk of harm, prevent recurrence, and notify affected individuals or authorities where required by law.

13. Your rights

Depending on where you are located, you may have the right to:

• Access the personal information we hold about you;

• Request correction of inaccurate or incomplete information;

• Withdraw consent, where applicable;

• Ask questions about how your information is handled;

• Request deletion of your information, subject to legal or contractual limits;

• File a privacy complaint.

To exercise your rights, contact us using the information listed in Section 1.

We may need to verify your identity before responding to certain requests.

14. Email marketing

If you subscribe to our newsletter or agree to receive marketing communications, we may send you emails about services, insights, resources, events, or updates.

You can unsubscribe at any time by clicking the unsubscribe link in our emails or by contacting us directly.

We will not send you marketing emails where consent is required unless we have obtained the appropriate consent.

15. Links to other websites

Our website may contain links to third-party websites, tools, or platforms. We are not responsible for the privacy practices, content, or security of those third-party websites. We encourage you to review their privacy policies before providing personal information.

16. Children’s privacy

Our website and services are intended for business and professional audiences. We do not knowingly collect personal information from children.

17. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, technologies, or legal obligations.

The updated version will be posted on this page with a revised “Last updated” date.

18. Contact us

For questions, requests, or complaints about this Privacy Policy or our handling of personal information, please contact:

Carl Ducharme-Delafontaine

carl@carldelafontaine.com