Privacy Policy

Effective Date: July 1, 2024

Revision Date: August 13, 2026

1. Introduction

Terra Data Consulting (“Terra Data,” “we,” “us,” or “our”) respects the privacy of its clients, prospective clients, website visitors, and other individuals who interact with Terra Data.

This Privacy Policy explains how Terra Data collects, uses, stores, shares, protects, and retains information in connection with its website, communications, consulting engagements, and related business operations.

Terra Data provides consulting services that may include data operations, business and operational analysis, systems and CRM work, process and workflow improvement, analytics and reporting, research, documentation, automation, artificial intelligence (“AI”) tools and workflows, technology implementation, and related advisory or implementation support.

This Privacy Policy should be read together with Terra Data’s Terms & Conditions and any applicable Master Services Agreement (“MSA”), Statement of Work (“SOW”), or other written agreement.

2. Information We Collect

The information Terra Data collects depends upon the nature of the interaction or engagement.

2.1 Information Provided Directly

Terra Data may collect information provided directly by clients, prospective clients, website visitors, or other individuals, including:

  • name;

  • business name;

  • job title;

  • email address;

  • telephone number;

  • billing information;

  • business address;

  • project or engagement information;

  • business objectives and requirements;

  • communications;

  • meeting information;

  • files and documents;

  • system information;

  • account or platform information;

  • feedback;

  • and other information voluntarily provided to Terra Data.

2.2 Client Data

In connection with consulting engagements, clients may provide or authorize Terra Data to access business data necessary to perform the applicable services.

Depending upon the engagement, this may include:

  • CRM data;

  • customer or lead information;

  • property or market data;

  • operational data;

  • marketing data;

  • transaction or business records;

  • spreadsheets;

  • reports;

  • databases;

  • system exports;

  • workflow information;

  • analytics;

  • business documentation;

  • process information;

  • and other client-provided business information.

The specific information Terra Data accesses depends upon the engagement.

2.3 Credentials and System Access

Clients may provide Terra Data with credentials, permissions, invitations, API access, or other forms of authorized access to client-owned or client-controlled systems where necessary to perform agreed services.

These systems may include:

  • CRMs;

  • data providers;

  • cloud-storage platforms;

  • spreadsheets;

  • project-management systems;

  • reporting platforms;

  • automation platforms;

  • AI platforms;

  • marketing systems;

  • communication platforms;

  • and other business technology.

Clients should provide only the access reasonably necessary for Terra Data to perform the applicable engagement.

2.4 Website and Technical Information

When individuals use Terra Data’s website or other online services, Terra Data or its service providers may collect certain technical information automatically, including:

  • IP address;

  • browser type;

  • device information;

  • operating system;

  • referring pages;

  • pages visited;

  • approximate location derived from technical information;

  • access dates and times;

  • and similar usage information.

Terra Data may use cookies and similar technologies as described below.

2.5 Payment Information

Terra Data may collect information necessary to invoice clients and administer payments.

Payment transactions may be processed through third-party payment providers. Terra Data does not necessarily receive or retain complete payment-card or banking credentials processed directly by those providers.

3. How We Use Information

Terra Data may use information for legitimate business purposes related to its consulting operations.

These purposes may include:

  • communicating with clients and prospective clients;

  • evaluating prospective engagements;

  • preparing proposals, MSAs, SOWs, estimates, and related materials;

  • providing hourly or ad hoc consulting;

  • performing fixed-fee projects;

  • performing customized ongoing engagements;

  • providing data operations and analysis;

  • performing research;

  • developing reports, dashboards, trackers, analyses, and other deliverables;

  • supporting CRM and systems work;

  • analyzing and improving business processes and workflows;

  • developing documentation and training materials;

  • developing or implementing automations, scripts, AI tools, workflows, and other technology-enabled resources;

  • supporting implementation and delivery;

  • administering client relationships;

  • scheduling meetings and communications;

  • processing invoices and payments;

  • maintaining business and engagement records;

  • protecting Terra Data, its clients, and its systems;

  • troubleshooting technical or operational issues;

  • improving Terra Data’s internal methods and operations;

  • maintaining appropriate institutional knowledge;

  • complying with applicable legal, accounting, contractual, tax, or recordkeeping obligations;

  • enforcing applicable agreements; and

  • other legitimate purposes reasonably related to Terra Data’s operations or an applicable engagement.

Terra Data does not use client information in a manner inconsistent with the applicable engagement or governing agreements.

4. Client Data Separation and Confidentiality

4.1 Separation Between Clients

Terra Data does not use one client’s confidential information, credentials, private systems, or proprietary client data to perform services for another client.

Access provided by a client is used for purposes reasonably related to that client’s engagement.

4.2 Confidential Information

Terra Data treats client confidential information in accordance with applicable agreements and internal practices.

Client information should be accessed and used only where reasonably necessary for authorized business or engagement purposes.

4.3 Generalized Knowledge

Terra Data’s experience across engagements may improve its professional knowledge, methods, reasoning, skills, workflows, frameworks, and consulting practices.

Terra Data may retain and apply generalized, non-client-specific professional knowledge derived from its experience.

This does not authorize Terra Data to disclose, repurpose, or improperly reuse:

  • client credentials;

  • proprietary client data;

  • confidential client information;

  • client-owned files;

  • or other protected client-specific information.

5. Artificial Intelligence, Automation and Technology Tools

5.1 Use of Technology

Terra Data may use technology tools, automation, scripts, software, analytical systems, and AI-assisted tools to support its internal operations and consulting work.

Depending upon the engagement, such tools may assist with activities including:

  • analysis;

  • research;

  • drafting;

  • summarization;

  • organization;

  • data processing;

  • workflow development;

  • quality review;

  • documentation;

  • reporting;

  • automation;

  • and other consulting-support activities.

5.2 AI-Assisted Work

AI may be used as an internal support tool to augment Terra Data personnel.

The use of AI does not transfer final professional judgment or decision-making responsibility away from Terra Data personnel.

Client information handled through approved AI-assisted processes remains subject to applicable confidentiality, privacy, data-use, and contractual requirements.

5.3 Client Systems

Where Terra Data implements or configures AI, automation, scripts, or other technology within a client-owned environment, information processed through that environment may also be subject to the privacy practices and terms of the applicable third-party provider.

Clients remain responsible for maintaining appropriate accounts, permissions, subscriptions, and independent compliance obligations associated with their systems.

6. How Information May Be Shared

Terra Data does not sell client confidential information or personal information as part of its consulting business.

Information may be shared where reasonably necessary for legitimate business purposes, including the circumstances described below.

6.1 Service Providers

Terra Data may use third-party service providers that support functions such as:

  • payment processing;

  • cloud storage;

  • communications;

  • scheduling;

  • document management;

  • business administration;

  • website hosting;

  • analytics;

  • security;

  • automation;

  • AI-assisted functionality;

  • and other business technology.

Information may be provided to those providers to the extent reasonably necessary for them to perform the applicable function.

Their handling of information may also be governed by their own privacy policies, terms, and security practices.

6.2 Terra Data-Engaged Support

Where Terra Data directly engages personnel, contractors, subcontractors, or other service providers to assist Terra Data in performing authorized work, those parties may receive access to information reasonably necessary for their responsibilities, subject to appropriate confidentiality and data-handling obligations.

6.3 Client-Engaged Contractors and Providers

Terra Data may recommend or coordinate with independent contractors or service providers that the client engages directly.

Where the client engages such a provider directly, the provider operates under its own agreement, privacy practices, security procedures, and responsibilities.

Terra Data may share information with such a provider where authorized by the client or reasonably necessary to coordinate the applicable work.

6.4 Legal and Protective Purposes

Terra Data may disclose information where reasonably necessary to:

  • comply with applicable law or legal process;

  • respond to a valid governmental or regulatory request;

  • protect Terra Data’s legal rights;

  • enforce agreements;

  • investigate suspected fraud, abuse, security incidents, or unlawful activity;

  • protect the safety or security of Terra Data, its clients, systems, or others; or

  • establish, exercise, or defend legal claims.

6.5 Business Transactions

If Terra Data undergoes a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction, information may be disclosed or transferred as reasonably necessary in connection with that transaction, subject to applicable legal and contractual requirements.

7. Data Security

Terra Data uses reasonable administrative, technical, and operational measures intended to protect information against unauthorized:

  • access;

  • disclosure;

  • alteration;

  • misuse;

  • loss;

  • or destruction.

Security measures may include, where appropriate:

  • access controls;

  • account permissions;

  • password protections;

  • multi-factor authentication;

  • secure third-party platforms;

  • controlled file access;

  • credential-management practices;

  • device security;

  • and other reasonable safeguards.

No method of electronic transmission or storage can be guaranteed to be completely secure.

Clients are responsible for maintaining appropriate security over their own systems, accounts, credentials, users, devices, and third-party providers.

8. Credentials and Access

8.1 Authorized Access

Terra Data accesses client systems only where authorized and reasonably necessary for the applicable engagement.

8.2 Access Management

Clients should use appropriate account permissions and, where reasonably available, provide Terra Data with individual or role-based access rather than unnecessarily sharing primary credentials.

8.3 End of Need or Engagement

Client-provided credentials and system access should be deleted, removed, revoked, or otherwise discontinued when no longer reasonably necessary for the applicable engagement, subject to any continuing authorization or operational requirement.

Clients may also revoke access directly through their systems.

8.4 Terra Data Tools

Termination of client access to a Terra Data-owned tool, script, automation, workflow, AI resource, or other proprietary system is governed by the applicable agreement and does not constitute deletion of client-owned systems or accounts.

9. Data Retention

Terra Data retains client and engagement information for as long as reasonably necessary to:

  • perform and support the applicable engagement;

  • maintain appropriate business and operational records;

  • provide reasonable continuity and follow-up;

  • administer the client relationship;

  • protect legitimate business interests;

  • resolve disputes;

  • enforce agreements;

  • maintain financial and accounting records;

  • satisfy legal, tax, contractual, insurance, or recordkeeping obligations; and

  • otherwise support legitimate Terra Data business purposes.

Different categories of information may therefore be retained for different periods.

9.1 Credentials and Access

Credentials, permissions, and system access should be removed, revoked, or deleted when they are no longer reasonably necessary for the applicable engagement, subject to any continuing authorization or legitimate operational requirement.

9.2 Financial and Business Records

Invoices, payment records, contracts, accounting information, and other business records may be retained for the periods reasonably necessary to satisfy applicable business, accounting, tax, contractual, legal, insurance, or recordkeeping requirements.

9.3 Engagement Materials

Notes, communications, project documentation, deliverables, working materials, shared files, and other engagement records may be retained for as long as reasonably necessary for the engagement and legitimate Terra Data business purposes.

Terra Data does not establish a universal 12-month deletion requirement for all engagement materials.

9.4 Institutional Knowledge

Terra Data may retain approved generalized institutional knowledge, methods, professional lessons, skills, experience, and other non-client-specific learning for longer periods where useful to Terra Data’s operations and development.

Institutional-learning records should not unnecessarily retain:

  • client credentials;

  • confidential client data;

  • proprietary client files;

  • sensitive client-specific information; or

  • other information that is unnecessary to preserve the generalized lesson.

10. Institutional Learning and Internal Knowledge Development

Terra Data may review completed or ongoing consulting work to identify useful professional and operational lessons.

Potential sources may include:

  • engagement experience;

  • project outcomes;

  • pricing and scoping observations;

  • implementation experience;

  • client feedback;

  • workflow results;

  • successful or unsuccessful assumptions;

  • newly demonstrated capabilities;

  • and other legitimate professional experience.

Terra Data’s institutional-learning process is intended to preserve useful generalized knowledge, not create permanent archives of every client interaction.

Information incorporated into reusable internal knowledge should be evaluated for future usefulness and should avoid unnecessary client-specific confidential information.

Terra Data may use approved institutional knowledge to improve:

  • future consulting judgment;

  • scoping;

  • pricing;

  • workflows;

  • internal documentation;

  • methodologies;

  • training;

  • service development;

  • opportunity evaluation;

  • and other legitimate internal operations.

11. Cookies and Similar Technologies

Terra Data’s website may use cookies or similar technologies to:

  • operate website functionality;

  • remember preferences;

  • understand website use;

  • improve website performance;

  • maintain security;

  • and support analytics.

Third-party website or analytics providers may also use cookies or similar technologies subject to their own policies.

Users may be able to control cookies through browser or device settings. Disabling certain cookies may affect website functionality.

12. Communications

Terra Data may use contact information to communicate regarding:

  • inquiries;

  • prospective engagements;

  • active engagements;

  • scheduling;

  • deliverables;

  • billing;

  • account or operational matters;

  • updates;

  • follow-up;

  • and other legitimate business communications.

Terra Data may also send appropriate business-development or marketing communications.

Recipients may request to stop receiving non-essential marketing communications through the applicable unsubscribe mechanism or by contacting Terra Data.

Operational, transactional, contractual, billing, security, or engagement-related communications may still be sent where reasonably necessary.

13. Access, Correction and Control

Individuals may contact Terra Data to request information about personal information Terra Data maintains about them or to request reasonable correction or deletion, subject to applicable legal, contractual, operational, and recordkeeping requirements.

A request to delete information does not necessarily require Terra Data to delete information it reasonably needs to retain for:

  • an active engagement;

  • contractual obligations;

  • payment or accounting records;

  • legal obligations;

  • dispute resolution;

  • fraud prevention;

  • security;

  • enforcement of agreements;

  • or other legitimate business purposes.

Terra Data may take reasonable steps to verify the identity and authority of a person making a request before acting upon it.

Clients remain responsible for managing data contained within their own systems and accounts.

14. Third-Party Platforms and Websites

Terra Data’s services and website may involve or link to third-party:

  • websites;

  • software;

  • CRMs;

  • data providers;

  • cloud platforms;

  • payment processors;

  • AI platforms;

  • automation services;

  • communication platforms;

  • analytics providers;

  • contractors;

  • or other services.

Terra Data does not control the independent privacy, security, or data-handling practices of those third parties.

Clients and users should review the applicable third-party policies where appropriate.

15. Children’s Privacy

Terra Data’s services are intended for business and professional use and are not directed toward children.

Terra Data does not knowingly solicit personal information from children through its consulting services.

If Terra Data becomes aware that information from a child has been collected in circumstances where it should not have been, Terra Data may take reasonable steps to remove the information as appropriate.

16. Changes to This Privacy Policy

Terra Data may update this Privacy Policy periodically to reflect:

  • changes in its operations;

  • changes in services;

  • new technologies;

  • changes in data-handling practices;

  • changes in governing documents;

  • legal or regulatory developments;

  • or other legitimate business reasons.

The current version will identify its applicable revision or effective date.

Material changes may be communicated through Terra Data’s website, direct communication, or another reasonable method where appropriate.

Continued use of Terra Data’s services after an updated Privacy Policy becomes effective is subject to the applicable governing agreements and law.

17. Relationship to Terra Data Agreements

This Privacy Policy describes Terra Data’s general privacy and data-handling practices.

Specific engagements may also be governed by:

  • Terra Data’s Terms & Conditions;

  • an MSA;

  • an SOW;

  • confidentiality provisions;

  • data-related provisions;

  • or another applicable written agreement.

Where an executed agreement establishes additional or more specific requirements applicable to a particular engagement, those requirements should be interpreted together with this Privacy Policy according to the applicable contractual hierarchy.

Nothing in this Privacy Policy independently expands Terra Data’s services, scope, deliverables, warranties, or responsibilities beyond those established by the applicable engagement and governing agreements.

18. Dispute Resolution and Governing Terms

Any dispute arising from or relating to this Privacy Policy, Terra Data’s services, or the parties’ relationship is subject to the applicable dispute-resolution, governing-law, venue, limitation-of-liability, and related provisions contained in Terra Data’s Terms & Conditions and any controlling executed agreement.

This Privacy Policy is not intended to establish a separate or conflicting dispute-resolution framework.

19. Contact

Questions, requests, or concerns regarding this Privacy Policy or Terra Data’s handling of information may be directed to Terra Data using the contact information published through Terra Data’s official business channels or website.

Where a request concerns a particular engagement, identifying the applicable client or engagement may help Terra Data locate the relevant information and respond appropriately.