Privacy Policy

root & rise strategies Privacy Policy

Your privacy is important to us.

Last Updated: February 18, 2025

Root & Rise Strategies (“we,” “our,” or “us”) is committed to protecting your privacy and maintaining the trust of the physicians, healthcare leaders, and organizations we serve.

This Privacy Policy explains how we collect, use, disclose, and safeguard personal information when you visit www.rootandrisestrategies.com or engage with our services.

By using this website, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect personal information in the following ways:

A. Information You Provide Directly

When you:

  • Schedule a consultation

  • Apply for or enroll in coaching or cohort programs

  • Join a waitlist

  • Subscribe to our email communications

  • Contact us via website forms, email, or other communication channels

The information collected may include:

  • Name

  • Email address

  • Phone number

  • Professional affiliation or organization

  • Information related to your coaching goals or interests

B. Automatically Collected Information

When you visit our website, certain information may be collected automatically, including:

  • IP address

  • Browser type

  • Device information

  • Pages visited and time spent on the site

  • Referral source

This data is collected through cookies and analytics tools to improve website performance and user experience.

2. How We Use Your Information

We use personal information for legitimate business purposes, including:

  • Providing coaching services and educational programs

  • Scheduling consultations and responding to inquiries

  • Delivering cohort materials or access to resources

  • Communicating important service-related updates

  • Sending marketing communications (only when you opt in)

  • Improving website functionality and service offerings

  • Complying with legal obligations

Service vs. Marketing Communications

If you schedule a consultation, enroll in a program, or otherwise engage our services, we may contact you regarding those services even if you are not subscribed to marketing emails.

Marketing emails are sent only to individuals who opt in and may be unsubscribed from at any time using the link provided in each email.

3. CRM & Email Marketing Platform

We use third-party service providers to operate our business, including a customer relationship management (CRM) and email marketing platform (such as HubSpot), website hosting services, scheduling software, and payment processors.

These providers may store and process your personal information on our behalf in accordance with their own privacy and security standards.

Our email communications may include tracking technologies (such as pixels or link tracking) that allow us to understand engagement metrics (e.g., whether an email was opened or a link clicked). This information helps us improve our communications and offerings.

4. Cookies & Tracking Technologies

We use cookies and similar technologies to:

  • Analyze website traffic

  • Improve website performance

  • Understand user behavior

  • Enhance user experience

You may adjust your browser settings to disable cookies. Please note that some features of the website may not function properly if cookies are disabled.

5. Third-Party Services & Data Sharing

We do not sell, rent, or trade personal information.

We may share personal data with trusted third-party service providers only as necessary to operate our business and deliver services, including:

  • CRM and email marketing platforms

  • Scheduling software

  • Website hosting providers

  • Payment processors

  • Analytics providers

These providers are permitted to use your information only to perform services on our behalf.

6. Data Storage & Security

We implement reasonable administrative, technical, and organizational safeguards to protect personal information.

However, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

Your information may be stored and processed in the United States or other countries where our service providers operate.

7. Data Retention

We retain personal information only as long as necessary to:

  • Fulfill the purposes outlined in this Privacy Policy

  • Provide services

  • Comply with legal, accounting, or regulatory requirements

8. Your Rights & Choices

Depending on your location, you may have certain rights under applicable laws, including GDPR (for EU residents) or CCPA (for California residents). These may include:

  • The right to access your personal data

  • The right to correct inaccurate data

  • The right to request deletion of your data

  • The right to opt out of marketing communications

To exercise these rights, contact us at:

info at rootandrisestrategies dot com

9. Children’s Privacy

This website is intended for adults and professionals. We do not knowingly collect personal information from individuals under the age of 18.

10. Policy Updates

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date.

11. Contact Information

If you have questions regarding this Privacy Policy, please contact:

root & rise strategies
Philadelphia, PA
info at rootandrisestrategies dot com