Effective Date: October 28, 2025
Last Updated: October 28, 2025
Who we are
Welcome to Outlook Advisory Group (“we,” “our,” or “us”). We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect your information when you visit our website https://outlookadvisorygroup.com/ or communicate with us through email, phone, SMS or other channels.
Outlook Advisory Group provides fractional COO, operations, and consulting services for law firms and professional organizations. Our website address is https://outlookadvisorygroup.com/.
We collect and process limited personal data to manage inquiries, provide services, and communicate with clients and subscribers, including via SMS messages when you opt in.
Contact form
When you use our contact form, we collect the information you voluntarily provide, such as:
- Name
- Email address
- Message content
This information is used solely to respond to your inquiry or provide the services you request.
If you provide a phone number and written request to opt in to SMS updates, you consent to receive text messages from Outlook Advisory Group. We do not require a phone number from you. Message and data rates may apply. You can opt out of receiving SMS messages at any time by replying STOP. For help, reply HELP.
Cookies
Our website may use cookies to improve your browsing experience, analyze traffic, and enhance site functionality. You can choose to disable cookies in your browser settings, but some features of the website may not function properly if you do.
Cookies we may use include:
Preference cookies: To remember your settings or preferences.
Essential cookies: Required for basic site functionality.
Analytics cookies: To understand website usage (e.g., Google Analytics).
Embedded content from other websites
Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.
These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.
Who we share your data with
We do not sell, rent, or trade your personal data. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We may share your information only with trusted service providers who help us operate our business, such as:
- Website hosting and analytics providers
- Email and SMS communication platforms (e.g., Zoom, Microsoft Outlook, or similar)
- Scheduling tools used with your consent
How long we retain your data
We retain personal data only as long as necessary to fulfill the purposes for which it was collected, including legal, accounting, or reporting requirements.
If you submit a contact form, SMS/telephone, or email request, your information may be retained indefinitely for follow-up purposes unless you request deletion sooner.
SMS consent records are retained as required by carrier and regulatory compliance standards.
What rights you have over your data
You have the right to:
- Request access to the personal data we hold about you
- Request correction or deletion of your data
- Withdraw consent to receive SMS messages or emails at any time
- Request a copy of your personal information in a portable format
To exercise these rights, contact us using the information below.
Where your data is sent
Website and form submissions may be checked through automated spam detection services.
Data may be processed on servers located in the United States.
If you opt in to SMS communication, your phone number and message data are transmitted securely through our SMS service provider in compliance with 10DLC and carrier regulations.
Contact us
If you have any questions about this Privacy Policy or wish to exercise your data rights, please contact us at:
Outlook Advisory Group
Email: hello@outlookadvisorygroup.com
Website: https://outlookadvisorygroup.com/
Changes to this policy
We may update this Privacy Policy from time to time. Any updates will be posted on this page with the revised effective date.