Privacy Policy.

Effective January 1, 2025
The CMO Syndicate LLC
www.cmosyndicate.com

At The CMO Syndicate, your privacy is our priority. This Privacy Policy explains how we collect, use, protect, and share your personal data when you interact with us online, via email, or through our services. This Policy applies to our clients, partners, and website visitors globally.

We may collect and process the following types of personal data:

• Contact Information: Name, email address, phone number, company, job title.
• Professional Data: Business goals, marketing challenges, or strategic inputs shared in discovery or advisory sessions.
• Technical Information: IP address, browser type, device identifiers, operating system, website usage data (via cookies and pixels).
• Communication History: Email correspondence, calendar scheduling metadata, or transcripts (if applicable).

We use personal data to:

• Deliver and improve our marketing advisory services
• Respond to inquiries and engage in business development
• Analyze user interactions on our site to improve performance
• Provide customized content and recommendations
• Ensure compliance with applicable legal obligations

If you are a client, data may be processed to support strategic workshops, assessments, or AI-augmented services per your contract.

As a modern marketing organization, we may use AI tools (e.g., OpenAI models, custom GPTs) to:

• Draft insights and performance recommendations
• Power The Executive Collaborator™ and other advisory products
• Support email outreach, report generation, and campaign analysis

All AI-generated content is reviewed by qualified human experts. We do not use AI to make automated decisions without human oversight.

We use cookies, pixels, and analytics tools (e.g., Google Analytics, LinkedIn Insight Tag) to track usage patterns and engagement. You can manage preferences via our cookie consent tool or your browser settings.

We process your personal data based on:

• Consent (e.g., newsletter sign-ups)
• Contractual necessity (e.g., client engagements)
• Legitimate interest (e.g., business development, fraud prevention)
• Legal obligation

We may share limited data with:

• Service providers (e.g., CRM platforms, data processors)
• Legal or regulatory authorities if required
• Partners within The CMO Syndicate network under NDA

We never sell your personal data.

We retain your data only as long as necessary:

• Leads and inquiries: 24 months from last engagement
• Client data: Per contract, typically 5 years post-engagement
• Analytics data: Aggregated after 18 months

You may:

• Access or update your personal data
• Request deletion (“right to be forgotten”)
• Object to processing for marketing
• Request data portability
• Withdraw consent at any time

To exercise your rights, email: Hello@CMOSyndicate.com

We implement industry-standard technical and organizational measures, aligned with ISO 27001 and SOC 2 best practices. All client data is handled per our Client Data Security & Confidentiality Policy.

We may transfer data to countries outside your jurisdiction (e.g., U.S. servers). Where required, we use Standard Contractual Clauses or the Data Privacy Framework to safeguard such transfers.

Our services are not intended for children under 13 (U.S.) or 16 (EU). We do not knowingly collect personal data from minors.

This policy may be updated periodically. Material changes will be notified via email or our website.

Last updated: January 1, 2025

For questions or concerns, contact:

Data Protection Lead
The CMO Syndicate
Email: Hello@CMOSyndicate.com
Phone: +1 (202) 998-1744
Address: 2001 L St. NW, Suite 500, Washington, D.C., USA 20036-4910