Privacy Policy

ExcelPM360 LLC

Effective Date: April 5, 2026

ExcelPM360 LLC respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, maintain, protect, and disclose information collected from users of our website, services, forms, messaging platforms, and communication systems.

By accessing our website or using our services, you agree to the terms described in this Privacy Policy.

Information We Collect

ExcelPM360 LLC may collect personal and technical information when you interact with our website, request services, complete forms, or communicate with us.

Information collected may include:

  • Full name

  • Email address

  • Phone number

  • Business name

  • Mailing address

  • Appointment scheduling details

  • Service request details

  • Communication preferences

  • IP address

  • Browser type and device information

  • Geographic location information (approximate)

  • Interaction behavior with website pages

  • Referral source information

  • Messaging opt-in status and communication history

We collect only the information necessary to operate our services and communicate effectively with users.

How We Collect Information

Information may be collected through:

  • Website contact forms

  • Appointment scheduling forms

  • Funnel submissions

  • SMS opt-in forms

  • Email opt-in forms

  • Customer support interactions

  • Cookies and analytics tools

  • Automated technical tracking systems

Information may be collected either directly from you or automatically through your interaction with our systems.

How We Use Your Information

ExcelPM360 LLC uses collected information for legitimate business purposes including:

  • Delivering requested services

  • Responding to inquiries

  • Providing appointment confirmations

  • Sending service reminders

  • Sending account notifications

  • Providing customer support

  • Improving service performance

  • Improving website usability

  • Maintaining operational security

  • Preventing fraud or misuse

  • Maintaining compliance with legal obligations

  • Communicating service updates

  • Sending SMS notifications when consent is provided

We do not sell personal information to third parties.

SMS Communications and Opt-In Policy

When you provide your phone number and consent to receive SMS communications from ExcelPM360 LLC, you agree to receive text messages related to:

  • Appointment confirmations

  • Appointment reminders

  • Service notifications

  • Customer support communications

  • Account updates

  • Important service announcements

  • Optional promotional communications when applicable

Message frequency varies based on user interaction.

Message and data rates may apply.

You may opt out at any time by replying:

STOP

You may request assistance at any time by replying:

HELP

You may also contact us directly through our website to modify your communication preferences.

Consent to receive SMS messages is not a condition of purchasing services.

No Sharing of SMS Opt-In Data (Carrier Compliance Requirement)

ExcelPM360 LLC does not share, sell, rent, or distribute SMS opt-in information or phone numbers collected for SMS communication with any third parties or affiliates for marketing purposes.

SMS opt-in data is used strictly for communication between ExcelPM360 LLC and the individual who provided consent.

This statement is required for compliance with carrier messaging policies.

Email Communications

Users who provide their email address may receive:

  • Service-related notifications

  • Appointment confirmations

  • Customer support responses

  • Educational resources

  • Important service announcements

Users may unsubscribe from marketing emails at any time using the unsubscribe link provided in communications.

Cookies and Tracking Technologies

ExcelPM360 LLC uses cookies and similar tracking technologies to improve user experience and monitor website performance.

Cookies may be used to:

  • Maintain session functionality

  • Remember user preferences

  • Analyze visitor behavior

  • Measure campaign effectiveness

  • Improve navigation experience

  • Improve page performance

Third-party analytics tools may include:

  • Website analytics platforms

  • Funnel performance tools

  • Advertising tracking tools when applicable

Users may disable cookies through browser settings. Some website features may not function properly if cookies are disabled.

Automatically Collected Technical Data

When visiting our website, certain technical data may be collected automatically including:

  • IP address

  • Browser version

  • Device type

  • Operating system

  • Access times

  • Pages viewed

  • Navigation flow

This information is used to improve website performance and maintain security.

How We Protect Your Information

ExcelPM360 LLC implements administrative, technical, and physical safeguards designed to protect your personal information.

Security measures include:

  • Secure HTTPS encrypted connections

  • Secure hosting infrastructure

  • Access-controlled systems

  • Limited personnel access to sensitive data

  • Monitoring systems designed to detect unauthorized activity

  • Industry-standard communication security practices

While we implement strong protections, no electronic transmission method can guarantee absolute security.

Data Retention Policy

ExcelPM360 LLC retains personal information only as long as necessary to:

  • Provide requested services

  • Maintain communication history

  • Meet compliance obligations

  • Resolve disputes

  • Enforce agreements

  • Improve service delivery

Information is securely deleted when no longer required.

Sharing of Information

ExcelPM360 LLC does not sell or rent personal information.

Information may be shared only when necessary with trusted service providers that support business operations such as:

  • Secure hosting providers

  • Messaging delivery platforms

  • CRM infrastructure providers

  • Appointment scheduling systems

  • Analytics platforms

These providers are contractually obligated to protect your information and may not use it independently.

Legal Disclosure Requirements

ExcelPM360 LLC may disclose personal information when required to:

  • Comply with applicable laws

  • Respond to lawful requests

  • Protect company rights

  • Protect user safety

  • Prevent fraud or abuse

Your Privacy Rights

You have the right to:

  • Request access to your personal information

  • Request correction of inaccurate information

  • Request deletion of your information where legally permitted

  • Withdraw SMS consent at any time

  • Opt out of marketing communications

  • Update communication preferences

Requests may be submitted using the contact information below.

Children's Information

ExcelPM360 LLC services are not intended for individuals under the age of 13.

We do not knowingly collect personal information from children.

If such information is identified, it will be removed promptly.

Third-Party Links

Our website may contain links to external websites.

ExcelPM360 LLC is not responsible for the privacy practices of third-party websites.

Users should review the privacy policies of those websites separately.

Changes to This Privacy Policy

ExcelPM360 LLC may update this Privacy Policy periodically to reflect operational, legal, or regulatory changes.

Updated versions will be posted on this page with a revised effective date.

Continued use of our services after updates indicates acceptance of the revised policy.

Contact Information

If you have questions regarding this Privacy Policy or your personal information, please contact:

ExcelPM360 LLC
Email
: [email protected]