What we collect, and why.

What we collect

No personal data is collected through analytics. The firm uses a privacy-first, cookieless analytics platform that records page views and traffic patterns in aggregate only.

The firm collects information you voluntarily provide through the Book a Brief, Instant Assessment, and Automation Snapshot forms: name, role, company, company website, email, and your description of what you're looking to figure out.

How form data is used

Information submitted through these forms is used solely to respond to your inquiry: to develop a scope and respond within one business day. It is not shared with third parties, used for unrelated marketing, or sold under any circumstances.

Data retention

Submissions are retained for two years from the date of submission. Submissions that result in an engagement become part of the engagement record and are retained consistent with standard professional-services record-keeping.

Your rights

You may access the information the firm holds about you, correct inaccurate information, or request deletion at any time. Requests are processed within thirty days, at no charge.

Cookies and tracking

When you visit or log in to our website, cookies and similar technologies may be used by our online data partners or vendors to associate these activities with other personal information they or others have about you, including by association with your email. We (or service providers on our behalf) may then send communications and marketing to these email addresses. You may opt out of receiving this advertising by visiting https://app.retention.com/optout.

SMS terms of service

Mesa Group operates a text messaging program for direct conversation between Mesa Group principals and our clients, prospects, and business contacts. Messages are sent by hand by a named person at the firm. We do not send automated, bulk, or promotional text messages.

How you join. You join by giving your mobile number to a Mesa Group principal during a call, a meeting, or an email exchange and agreeing to text follow-up. You can also join by texting us first. Mesa Group does not collect mobile phone numbers through this website. We do not add numbers from purchased lists, rented lists, or third-party data providers.

What we send. Messages relate to your inquiry or your active engagement. That means scheduling and meeting confirmations, follow-up on open questions, notice that a document is ready, and general account communication.

Message frequency. Frequency varies and depends on your conversation with us. There is no fixed cadence and no recurring send.

Cost. Message and data rates may apply. Mesa Group does not charge for text messages. Your mobile carrier may. Contact your carrier for details on your plan.

How to stop. Reply STOP to any message. QUIT, END, CANCEL, UNSUBSCRIBE, REVOKE, and OPT OUT also work. You will receive one confirmation and then no further messages. You can also opt out by emailing info@mesa.group or by telling any Mesa Group principal directly. Reply START to rejoin.

How to get help. Reply HELP to any message, or reach us at info@mesa.group or 843-418-2174.

Delivery. Delivery is not guaranteed and depends on your carrier and your device. Mobile carriers are not liable for delayed or undelivered messages.

Supported carriers. The program is supported on major United States wireless carriers. Carrier participation may change without notice.

Eligibility. You must be at least 18 years old and the authorized user of the mobile number you provide.

Mobile messaging privacy

This section governs mobile phone numbers and text message data only. The cookies, analytics, and data-partner practices described above do not apply to mobile phone numbers or to text messaging consent. Mobile data is handled separately and is never passed to an advertising or identity-resolution partner.

What we collect. Your mobile phone number, the record of your consent including the date and how it was given, the content and timestamps of messages exchanged with us, and delivery status returned by carriers.

Why we collect it. To talk with you directly about your inquiry or your engagement, to honor opt-out requests, and to keep proof that consent was obtained before we contacted you.

What we do not do.

Mobile phone numbers and text messaging consent are not sold, rented, or shared with third parties or affiliates for marketing or promotional purposes.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent.

We do not use your mobile number for advertising. We do not add it to a marketing list. We do not send bulk or automated messages.

Service providers. Text messages are carried by Microsoft Teams Phone and the wireless networks that deliver them. These providers process message data only to deliver the service for us and cannot use your number for their own marketing.

How long we keep it. Message records are retained for the duration of the business relationship and for a reasonable period after, consistent with standard professional-services record-keeping. Opt-out records are retained indefinitely so we do not contact you again in error.

Your choices. Reply STOP to any message to stop texts. You can also email info@mesa.group to opt out, to ask what we hold about you, or to ask us to delete it.

Security. Mobile numbers and message records are stored in Mesa Group's Microsoft 365 environment with access limited to firm principals.

Contact

For questions about this policy or to exercise the rights above, email info@mesa.group. Mesa Group is headquartered in Charleston, SC, with an office in Norfolk, VA.

Mesa Group, Inc.
4900 O'Hear Ave
Suite 100 #5150
North Charleston, SC 29405