Privacy Policy

Effective Date: April 25, 2026

Overview

Meisa Bone, Ops & Co, and Ops & Co Media (collectively, “Company,” “we,” “our,” or “us”) respect your privacy and are committed to protecting your information in accordance with applicable United States and New York State laws, including the New York SHIELD Act.

This Privacy Policy explains how we collect, use, store, protect, and disclose information when you visit our website, submit an Engagement Assessment, request services, purchase digital products, inquire about media opportunities, subscribe to communications, or otherwise interact with our business.

Services Covered

This policy applies to all business divisions, including:

Executive Operations (EO) Advisory

Applied AI Enablement / Learning & Development

Strategic Media Placement

Media Posts (Research + Signal Placement)

Ops & Co Media podcasts, executive interviews, and premium media offerings

Digital products, publications, prompt libraries, and educational resources

Information We Collect

Personal Information

We may collect:

Name

Company name

Email address

Phone number

Billing information

Payment-related information (processed securely through third-party providers such as Stripe; we do not store full payment card details)

Information submitted through forms, intake sheets, and assessments

Communications submitted through email, contact forms, or scheduling tools

Business Information

We may collect high-level business and operational information, including:

Organizational needs

Leadership structure

Operational challenges

Strategic priorities

Training requirements

Media placement goals

Please do not submit privileged legal materials, confidential investigations, employee complaints, securities-sensitive information, protected health information, or other highly sensitive regulated data through public website forms.

Technical Information

We may collect:

IP address

Browser type

Device information

Website usage analytics

Cookies and similar tracking technologies

How We Use Information

We use collected information to:

Deliver consulting and advisory services

Evaluate prospective engagements

Process payments and invoices

Communicate regarding services and scheduling

Deliver newsletters, updates, and requested content

Improve website functionality and user experience

Maintain legal, financial, and operational records

Protect against fraud, misuse, or unauthorized access

Comply with legal and regulatory obligations

Email Marketing and Communications

If you subscribe to updates, downloads, newsletters, podcast notices, or other communications, we may send you marketing and informational emails.

You may unsubscribe at any time using the unsubscribe link in the email or by contacting us directly.

New York SHIELD Act Compliance

In accordance with the New York SHIELD Act, we maintain reasonable administrative, technical, and physical safeguards to protect private information from unauthorized access, disclosure, or misuse.

This includes:

Secure vendor selection and management

Access limitations to sensitive information

Password protection and account controls

Secure payment processing through third-party providers

Internal review of reasonable data protection practices

Response procedures for potential security incidents

If a data breach occurs involving protected information, notice will be provided as required by applicable New York law.

Sharing of Information

We do not sell personal information.

We may share information only with:

Payment processors such as Stripe

Scheduling, CRM, and workflow platforms

Website hosting and analytics providers

Legal, accounting, and professional advisors

Service providers supporting operations under confidentiality obligations

Government authorities where legally required

Cookies and Analytics

Our website may use cookies and analytics tools to understand traffic, improve functionality, and enhance user experience.

You may disable cookies through your browser settings, though certain website functions may be affected.

Data Retention

We retain information only for as long as reasonably necessary for business operations, legal compliance, accounting obligations, dispute resolution, and recordkeeping.

Your Rights

You may request to:

Access your personal information

Correct inaccurate information

Request deletion where legally permitted

Withdraw marketing communications

Requests may be submitted using the contact information below.

Third-Party Links

Our website may contain links to third-party websites, podcasts, media platforms, payment providers, or external services. We are not responsible for the privacy practices of those third parties.

Children’s Privacy

This website is not intended for children under 13 years of age, and we do not knowingly collect personal information from children.

Contact

Privacy-related questions may be submitted through the contact form here.

Legal Notice

This Privacy Policy does not create attorney-client, fiduciary, compliance counsel, investment advisory, or other professional advisory relationships beyond separately executed written agreements.