Privacy

Privacy Policy

The Diaz-Ortiz Group Effective Date: August 10, 2026 Last Updated: August 10, 2026

This Privacy Policy explains how The Diaz-Ortiz Group (“we,” “us,” “our,” “The Diaz-Ortiz Group”) collects, uses, discloses, and protects information in connection with our website (clairediazortiz.com), our executive coaching services, and our SMS/text messaging program. By using our website or services, or by opting in to receive text messages from us, you agree to the practices described in this policy.

1. Who We Are

The Diaz-Ortiz Group is the executive coaching practice of Claire Diaz-Ortiz. This policy applies to information collected through our website, email communications, our SMS text messaging program, and in the course of our coaching relationship with active clients.

2. Information We Collect

We may collect the following categories of information:

  • Contact information you provide directly, such as your name, email address, and mobile phone number (typically shared with active clients during individual onboarding).
  • Communications you send us, including emails and text messages.
  • Website usage information, such as pages visited and general browsing activity, which may be collected automatically through standard website analytics tools. [If you use cookies/analytics tools such as Google Analytics, list them here specifically.]
  • Scheduling and session information related to coaching engagements, such as appointment times and session notes relevant to the coaching relationship.
  • Payment information, if applicable, which may be processed by a third-party payment processor. [Name processor, e.g., Stripe/PayPal, if used — we do not store full payment card details ourselves.]

We do not knowingly collect information from anyone under the age of 18, and our services are not directed to minors.

3. SMS / Text Messaging Program

We offer an SMS text messaging program to active coaching clients for the purpose of scheduling updates, session reminders, and coaching-related resources.

How the program works:

  • Clients receive our mobile number directly through an individual onboarding email after engaging our coaching services. Our number is not published publicly, in order to protect client confidentiality.
  • Clients typically initiate the first text message to opt in to this program. In cases where we initiate contact with a client instead, we send only a compliant opt-in request and wait for the client’s confirmation before sending further messages.
  • Message frequency is low, typically up to 4 messages per month per client.
  • Message and data rates may apply, as determined by your mobile carrier.

Your choices:

  • To opt out of SMS messages at any time, reply STOP to any message from us. You will receive a one-time confirmation that you have been unsubscribed, and we will send no further messages unless you opt back in.
  • To opt back in, reply START.
  • For help, reply HELP to receive our contact information, or contact us directly using the information in Section 9 below.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories of personal information collected through our SMS program — including opt-in status and consent records — will not be shared with third parties, except as necessary to operate the messaging service itself (for example, our telephone/SMS service provider, which facilitates message delivery) or as required by law.

4. How We Use Your Information

We use the information we collect to:

  • Provide, manage, and communicate about coaching services with active clients.
  • Send scheduling updates, session reminders, and relevant coaching resources.
  • Respond to inquiries and provide client support.
  • Maintain records necessary for our coaching practice.
  • Improve our website and services.
  • Comply with legal obligations.

We do not sell your personal information, and we do not use your SMS opt-in or phone number information for advertising or marketing purposes.

5. How We Protect Your Information

We take reasonable administrative and technical measures to protect the information you share with us. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

6. Third-Party Service Providers

We may use third-party service providers to help operate our business and deliver services, such as:

  • SMS/telephone service providers (to deliver text messages).
  • Scheduling and calendar tools.
  • Email service providers.
  • Payment processors, if applicable.

These providers only receive the information necessary to perform their function on our behalf and are not authorized to use your information for their own marketing purposes.

7. Your Rights and Choices

Depending on your location, you may have rights regarding your personal information, which may include the right to:

  • Request access to the personal information we hold about you.
  • Request correction or deletion of your personal information.
  • Opt out of text messages (see Section 3) or email communications at any time.

California Residents: If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information is collected and the right to request deletion. To make a request, contact us using the information in Section 9.

To exercise any of these rights, please contact us using the information below.

8. Changes to This Policy

We may update this Privacy Policy from time to time. The “Last Updated” date at the top of this page reflects the most recent revision. Continued use of our website or SMS program after changes take effect constitutes acceptance of the revised policy.

9. Contact Us

If you have questions about this Privacy Policy or wish to exercise any of your rights, please contact us:

The Diaz-Ortiz Group Email: [email protected] Website: clairediazortiz.com

This Privacy Policy is provided as a general template and does not constitute legal advice. We recommend having this policy reviewed by a qualified attorney to ensure it accurately reflects your actual data practices and complies with applicable laws in your jurisdiction (including CCPA/CPRA if applicable, and any other state or federal requirements relevant to your business).