Cadence Privacy Policy

Last updated: October 16, 2026

1. Who we are

This policy explains how Cadence (“Cadence”, “we”, “us”) handles personal information on cadencemsp.com and in connection with our coaching programs. For privacy questions, contact privacy@cadencemsp.com.

2. Information we collect

We collect only what we need to respond to you and deliver our services:

Information you give us: name, company, work email, phone number if provided, MSP revenue range, number of employees, and anything you write in a message or form.
Assessment answers: responses you submit to the Cadence Maturity Score and the results we calculate from them.
Scheduling details: the name, email and answers you provide when you book a call through Microsoft Bookings.
Program data: if you become a client, business information you share with us or load into the Cadence Ops Center, such as KPIs, financial figures, client and staffing data. This data is also covered by your written agreement with us.
Website usage: basic technical information such as pages visited, device and browser type, and approximate location, collected as described in the Cookies and analytics section below.

3. Categories of information (for US state privacy laws)

In the past 12 months we have collected the following categories of personal information, as described above: identifiers (name, email, phone); professional or business information (company, role, revenue range, employee count); commercial information (services enquired about or purchased); internet or network activity (pages visited, device and browser data); and, for clients, business and financial data they load into the Ops Center. We use them for the purposes in this policy and disclose them to the service providers described below. We do not sell personal information or share it for cross-context behavioural advertising. We do not knowingly collect sensitive personal information as defined by state laws.

4. How we use it

To reply to enquiries, book and hold calls, and send the score results you asked for.
To deliver, support and improve our coaching programs, workshops and the Cadence Ops Center.
To send you information about Cadence programs, events and related content, where you have agreed or where the law allows. You can unsubscribe at any time.
To understand how the website is used and to keep it secure.
To meet legal and accounting obligations.

We do not sell your personal information.

5. Your choices and consent

You choose what you share with us. When you submit a form, book a call or join a program, you agree that we may use that information as described in this policy. You can opt out of marketing email at any time, and you can ask us to access, correct or delete your information as described below. Withdrawing consent or deleting information may mean we can no longer provide some services.

6. Who we share it with

We share information only with service providers who help us run Cadence, and only for those purposes. These include providers of email, productivity and scheduling tools (such as Microsoft 365 and Microsoft Bookings), website hosting and form handling, and, where we use them, customer relationship management (CRM) and payment processing. We may also disclose information if required by law, to protect our rights, or as part of a business sale or restructuring, with notice where appropriate.

Program data you load into the Ops Center is visible to you, your authorised team members and the Cadence coaches working with you. Within Cadence, access is limited to the people who deliver your program and support it. We do not share your program data with other clients. We may use de-identified, aggregated data, which cannot identify you or your company, to improve our programs and benchmarks.

7. Where information is stored

Cadence is a US company, and our website and systems are hosted in the United States. Information you give us is stored and processed in the US. Some members of our team work from Canada, so information may also be accessed from Canada. If you are located outside the US, including in Canada, your information will be transferred to and handled in the US, where privacy laws may differ from those where you live.

8. How long we keep it

We keep personal information only as long as needed for the purposes above or as the law requires. In general, we keep enquiries, Maturity Score results and registration details for up to three years after our last contact with you; client program data for the length of your agreement and up to two years after it ends, unless you ask us to delete it sooner; and financial and tax records for as long as the law requires. When we no longer need it, we delete or anonymise it.

9. Security

We use reasonable administrative, technical and physical safeguards to protect personal information, including access controls and encryption in transit. Access to the Cadence Ops Center requires an individual login, and client data is kept separate for each client. No system is completely secure. If a breach creates a real risk of significant harm, we will notify affected people and regulators as the law requires.

10. Your rights

If you live in the US. Depending on your state, you may have the right to know what personal information we collect, use and disclose; to access a copy; to correct inaccurate information; to delete your information; to opt out of the sale or sharing of personal information (we do not sell or share it); and to be free from discrimination for using these rights. These laws, including the California Consumer Privacy Act, can apply to business contacts as well as consumers. To make a request, email privacy@cadencemsp.com. We may need to verify your identity, and you may use an authorised agent. If we decline a request, you may ask us to reconsider by replying to our response. We will respond within the time the applicable law requires.

If you live in Canada. You may ask for access to, and correction of, the personal information we hold about you and may withdraw your consent, subject to legal or contractual limits. If you are not satisfied with our response, you can contact the Office of the Privacy Commissioner of Canada or your provincial regulator.

11. Marketing email

Our marketing emails follow the US CAN-SPAM Act: they are not misleading, they identify Cadence and include our postal address, and every message has a clear way to opt out, which we honour promptly (within 10 business days). For recipients in Canada, we send marketing email only with consent as required by Canada’s anti-spam law. You can also unsubscribe by emailing us. We will still send service messages, such as booking confirmations, that relate to a service you asked for.

12. Cookies and analytics

We do not currently use advertising cookies or analytics tracking on cadencemsp.com. The website uses a small amount of storage in your browser to remember choices, such as closing an announcement, and loads its fonts from Google Fonts, which receives basic technical information such as your IP address when the fonts load. If we add analytics in the future, we will update this policy and explain how to opt out.

13. Children

Cadence services are for business owners and their leadership teams. We do not knowingly collect personal information from children under 13, or from anyone under 18 without a parent or guardian’s consent.

14. Changes to this policy

We may update this policy from time to time. The date at the top shows when it was last changed. If we make a significant change, we will take reasonable steps to let you know.

15. Contact us

Questions or concerns about privacy: privacy@cadencemsp.com.