Your Trust, Protected

Our Commitment to Confidentiality

At Strategyneer, we understand that your business information is sensitive, proprietary, and critical to your competitive advantage.

We are committed to protecting your confidential information at every stage of our engagement — from the initial diagnostic to the final handover.

What We Protect

Business Information

• Business strategies and growth plans
• Revenue and financial data
• Customer lists and contact information
• Pricing structures and margins
• Marketing plans and campaign data
• Sales pipelines and conversion metrics

Technical Information

• Website analytics and performance data
• CRM configurations and workflows
• Automation sequences and logic
• Integration architecture
• Code and technical documentation

Operational Information

• Standard operating procedures (SOPs)
• Internal processes and workflows
• Team structures and responsibilities
• Vendor and partner information
• Tool stack and subscription details

Personal Information

• Employee data
• Customer personally identifiable information
• Founder and executive contact details
• Any information marked confidential

How We Protect Confidential Information

Access Control

• Only team members directly involved in your engagement have access to your information
• Access is role-based and limited to what is necessary
• Sensitive credentials are stored in encrypted password managers

Secure Storage

• Documents are stored in secure cloud platforms with encryption
• Backups are encrypted
• Physical devices are password-protected and remote-wipe enabled

Data Handling Practices

• We do not share client information with third parties without consent
• We do not sell, rent, or trade client data
• We use confidential information only for the purpose of delivering our services
• We minimize data collection to what is necessary

Communication Security

• We use secure channels for sensitive conversations
• Documents are shared via secure links when needed
• We avoid discussing confidential information in public spaces

Non-Disclosure Agreements (NDA)

We are happy to sign an NDA before any sensitive discussion or engagement.

If you have a standard NDA, send it to us for review. If you don't have one, we can provide a mutual NDA template upon request.

What We Expect from You

To maintain confidentiality, we may ask that you:

• Provide access credentials through secure channels
• Mark sensitive information as "confidential" when shared
• Inform us of any specific data handling requirements
• Notify us if any information requires special protection (e.g., HIPAA, GDPR)

When Confidentiality May Not Apply

Confidentiality obligations do not apply to information that:

• Is already publicly available
• Was known to us before disclosure without confidentiality obligations
• Is independently developed by us without using your confidential information
• Is required to be disclosed by law or court order

Data Retention and Deletion

• We retain client information only as long as necessary to provide services
• You may request deletion of your information at any time
• After engagement completion, we will return or destroy confidential materials upon request
• We maintain backups for a limited period for disaster recovery

Team Confidentiality Obligations

Every team member and partner who works on your engagement is subject to confidentiality obligations, whether through:

• Employment agreements
• Contractor agreements
• NDAs
• Our internal confidentiality policies

Third-Party Platforms

When we integrate or use third-party platforms, we select tools with strong security practices.

However, those platforms have their own privacy and security policies. We recommend reviewing them for your own peace of mind.

Your Rights

You have the right to:

• Know what information we have about you
• Request access to your information
• Request correction of inaccurate information
• Request deletion of your information
• Withdraw consent for data processing
• Receive a copy of your data

To exercise these rights, contact us at hello@strategyneer.com.

Confidentiality Breach Protocol

In the unlikely event of a confidentiality breach, we will:

• Notify you immediately within 24-48 hours of discovery
• Assess the scope of the breach
• Contain the breach to prevent further exposure
• Investigate the cause
• Implement corrective measures
• Provide you with a written summary of what happened and actions taken

Contact for Confidentiality Concerns

If you have concerns about confidentiality, please reach out — we're here to help.