Section 1Who We Are and How to Contact Us

Schneider Axiom Institute LLC (“SAI,” “we,” “us,” or “our”) is a professional education, credentialing, and methodology institution headquartered in the United States. We train business owners, executives, and advisors to identify and remove the governing constraints limiting performance inside organizations through the Schneider Axiom methodology.

Data Controller: Schneider Axiom Institute LLC is the data controller responsible for your personal information collected through this website and our products and services.

Contact for privacy matters:
Email: info@schneideraxiom.org
Mailing Address: [Attorney address to be inserted before launch]

This Privacy Policy applies to all information collected through schneideraxiom.org and all SAI products, services, and communications. It is incorporated into and subject to our Terms of Service.

Section 2Information We Collect

2.1 Information You Provide Directly

We collect only the information you voluntarily provide to us in connection with your use of our website, products, and services:

• Contact information: Name, email address, phone number, company name, job title or role
• Account information: Username, password, and account preferences for credential program access
• Purchase information: Billing address and transaction records. Payment card details are processed exclusively by our third-party payment processors — we do not store, transmit, or have access to your full payment card number at any time
• Diagnostic responses: Your 81-question Business Constraint Diagnostic responses — see Section 12 for special protections that apply to this category of information
• Credential program submissions: Assessment responses, diagnostic project submissions, and coursework
• Application information: Professional background and experience submitted with CAE applications
• Communications: Emails, form submissions, referral requests, Coffee with Larry scheduling information, testimonials, and any other information you choose to share with us

2.2 Information Collected Automatically

When you visit our website, we automatically collect limited technical information to operate and improve the site:

• Device information: IP address, browser type and version, operating system, device type
• Usage information: Pages visited, time spent on pages, links clicked, referring website, date and time of visits
• General location: City, state, and country inferred from IP address. We do not collect precise GPS location
• Cookies and tracking technologies: See Section 8 for full details

2.3 Information from Third Parties

We may receive limited information from third-party service providers who operate on our behalf — for example, transaction confirmations from payment processors and aggregated usage data from analytics providers. We do not purchase data about you from data brokers or any other third-party source.

Section 3How We Use Your Information

We use your information only for the following specific purposes. We do not use your information for any purpose not listed here without your explicit consent.

3.1 To Provide Products and Services

• Process purchases and deliver digital products
• Prepare and deliver your $89 Business Constraint Diagnostic written finding
• Provide access to credential program course materials
• Process credential assessments and issue credentials upon verified completion
• Provide customer support and respond to inquiries

3.2 To Communicate With You

• Send transactional communications — purchase confirmations, delivery notifications, account updates
• Send educational content directly related to products you have purchased
• Send marketing communications only if you have opted in
• Schedule and conduct Coffee with Larry calls via Calendly
• Notify you of material changes to our services or policies

3.3 To Operate and Improve Our Business

• Analyze website usage to improve the site and user experience
• Improve and develop our products and methodology
• Conduct research using aggregate, anonymized data only
• Detect and prevent fraud and protect the security of our systems
• Comply with legal obligations

3.4 To Facilitate the Practitioner Referral Network

• Match businesses with certified practitioners based on need, industry, and fit
• Share limited information with practitioners you are matched with — see Section 5.2
• Maintain the practitioner directory

3.5 To Maintain Credential Verification

• Maintain the public credential verification registry at schneideraxiom.org/verify
• Confirm credential status when requested by employers, clients, or institutions

Section 4Legal Bases for Processing — GDPR

If you are located in the European Economic Area, the United Kingdom, or another jurisdiction that requires a legal basis for processing personal data, we rely on the following bases:

• Contractual necessity: Processing required to fulfill our agreement with you — delivering purchased products, providing course access, issuing credentials
• Legitimate interests: Processing necessary for our legitimate business interests — improving our services, preventing fraud, maintaining security — where those interests are not overridden by your fundamental rights
• Consent: Processing based on your explicit consent — marketing emails you opted into, analytics cookies you accepted
• Legal obligation: Processing required to comply with applicable law — tax records, responses to lawful legal process

Where we rely on consent as the legal basis, you may withdraw that consent at any time without affecting the lawfulness of processing conducted before withdrawal. To withdraw consent, email info@schneideraxiom.org.

Section 5How We Share Your Information

5.1 Service Providers

We share information with the following service providers who operate on our behalf under contractual obligations to protect your information and use it only for the purposes we specify:

Each of these providers operates under its own privacy policy. We encourage you to review the privacy policies of any provider whose services you interact with directly.

5.2 Practitioner Referral Network

If you request a referral through the Practitioner Referral Network, we share the following limited information with the practitioner we match you with:

• Your name and contact information
• Your company name and industry
• A summary of your challenges and needs based on your referral request
• Your engagement preferences

By submitting a referral request, you explicitly consent to this sharing. Practitioners are independent professionals responsible for their own privacy practices. We are not responsible for how a practitioner handles information you share directly with them outside of this initial referral.

5.3 Credential Verification Registry

When you earn a credential, your name, credential designation, and certification date are listed in the public verification registry at schneideraxiom.org/verify. This is necessary to allow employers, clients, and institutions to verify your credential. If you wish to opt out of public listing, contact info@schneideraxiom.org. Note that opting out limits your ability to publicly demonstrate your credential to third parties.

5.4 Legal Requirements

We may disclose your information when required by law, including in response to valid court orders, subpoenas, government agency requests, law enforcement requests, or legal proceedings involving SAI. Where legally permitted, we will notify you of such requests before disclosing your information.

5.5 Business Transfers

If SAI is involved in a merger, acquisition, asset sale, or business transition, your information may be transferred as part of that transaction. We will notify you of any such transfer and any choices you have regarding your information before the transfer occurs.

Section 6Data Retention

We retain your personal information only as long as necessary to fulfill the purposes described in this Privacy Policy or as required by applicable law. When information is no longer needed, we securely delete or anonymize it.

Section 7Data Security

We implement technical and organizational security measures appropriate to the sensitivity of the information we hold.

• SSL/TLS encryption for all data transmission between your browser and our website
• PCI-compliant payment processing — we never store, transmit, or access full payment card numbers
• Password-protected account access with secure credential storage
• Access to personal information limited to personnel who need it to perform their functions
• Secure data storage through Shopify and ActiveCampaign, both of which maintain their own security programs
• Regular review of security practices

Section 8Cookies and Tracking Technologies

What Are Cookies

Cookies are small text files stored on your device when you visit a website. They help the site function correctly, remember your preferences, and understand how visitors use the site.

Types of Cookies We Use

Managing Cookies

You can control and delete cookies through your browser settings. Most browsers allow you to view, delete, and block cookies. Blocking essential cookies will impair website functionality. To opt out of Google Analytics specifically, install the Google Analytics Opt-out Browser Add-on at tools.google.com/dlpage/gaoptout.

Our website does not currently respond to browser Do Not Track signals, as no industry standard exists for DNT compliance. We honor opt-out preferences expressed through browser cookie settings and email unsubscribe requests.

Section 9Your Privacy Rights

Rights for All Users

Regardless of your location, you have the right to:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information, subject to legal retention requirements
• Opt-out of marketing: Unsubscribe from marketing communications at any time
• Withdraw consent: Withdraw consent for any processing based on consent

Additional Rights for EEA and UK Residents — GDPR

If you are located in the European Economic Area or United Kingdom, you additionally have the right to: restrict processing in certain circumstances; receive your personal information in a portable, machine-readable format; object to processing based on legitimate interests; and file a complaint with your local data protection authority. We do not engage in automated decision-making that produces legal or similarly significant effects.

Additional Rights for California Residents — CCPA/CPRA

California residents have the right to: know what personal information we collect, use, and disclose; request deletion; opt out of the sale of personal information (we do not sell personal information — this right is noted for completeness); not be discriminated against for exercising privacy rights; and request correction of inaccurate information. We do not use sensitive personal information for purposes beyond providing our services.

California Shine the Light: We do not disclose personal information to third parties for their own direct marketing purposes.

How to Exercise Your Rights

Section 10International Data Transfers

Schneider Axiom Institute LLC is located and operated in the United States. If you access our website or services from outside the United States, your information will be transferred to, stored, and processed in the United States, which may have different data protection standards than your jurisdiction.

By using our website or services, you consent to this transfer. For EEA and UK residents, we rely on Standard Contractual Clauses approved by the European Commission and equivalent UK transfer mechanisms to provide adequate protection for personal data transferred outside the EEA or UK. Contact info@schneideraxiom.org for copies of applicable transfer safeguards.

Section 11Children’s Privacy

Section 12Diagnostic Data — Special Provisions

The 81-question Business Constraint Diagnostic collects detailed, sensitive information about your business, including business challenges, financial patterns, operational dynamics, leadership behavior, and organizational structure. Because of the sensitivity of this information, the following additional protections apply specifically to your diagnostic data.

Diagnostic data is stored securely within Shopify and retained for 3 years after delivery of your written finding, after which it is securely deleted or fully anonymized. During the retention period, individual responses remain confidential and are not accessible to any SAI team member beyond those involved in preparing your finding.

Section 13Email Communications and CAN-SPAM Compliance

Transactional Emails

We send transactional emails related to your purchases and account — purchase confirmations, product delivery, credential issuance, account updates, and password resets. These communications are necessary to provide our services. You cannot opt out of transactional emails while you maintain an active account or active product access.

Marketing Emails

We send marketing emails only to individuals who have explicitly opted in to receive them. Marketing emails may include educational content, new product announcements, white paper publications, and updates related to the SAI methodology. You may opt out of marketing emails at any time by clicking the unsubscribe link in any marketing email or by emailing info@schneideraxiom.org with “Unsubscribe” in the subject line. We will process your unsubscribe request within 10 business days.

CAN-SPAM Compliance

All SAI marketing emails comply with the CAN-SPAM Act. Our marketing emails will:

• Clearly identify Schneider Axiom Institute LLC as the sender
• Include our physical mailing address in every message
• Use accurate, non-deceptive subject lines
• Include a clear and functional unsubscribe mechanism
• Honor all unsubscribe requests within 10 business days
• Never be sent to individuals who have previously unsubscribed

Section 14Third-Party Websites

This website contains links to third-party websites, platforms, and services — including social media platforms, referenced research sources, and partner pages. This Privacy Policy applies only to schneideraxiom.org and SAI’s direct operations. It does not apply to any third-party website, regardless of how you reached it. We are not responsible for the privacy practices of any third party. We encourage you to read the privacy policy of any third-party website before providing any information to it.

Section 15State-Specific Privacy Rights

Nevada Residents

Nevada law permits residents to opt out of the sale of certain personal information. We do not sell personal information as defined under Nevada law. If you have questions, contact info@schneideraxiom.org.

Virginia, Colorado, Connecticut, Utah, and Other State Privacy Laws

Residents of Virginia, Colorado, Connecticut, Utah, and other states with comprehensive consumer privacy laws may have additional rights, including the right to access, correct, delete, and obtain a copy of personal information, and the right to opt out of targeted advertising and profiling. To exercise these rights, email info@schneideraxiom.org with the subject line Privacy Rights Request.

Texas, Oregon, and Montana Residents

If you are a resident of Texas, Oregon, or Montana, your state’s consumer privacy law may provide you with rights similar to those described above. Contact info@schneideraxiom.org with any privacy rights request.

Accessibility

If you have difficulty accessing this Privacy Policy due to a disability, contact info@schneideraxiom.org and we will provide the information in an accessible alternative format.

Section 16Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our practices, the services we use, applicable law, or other factors. When we make material changes we will update the Last Updated date at the top of this page and, for significant changes, notify you by email or prominent website notice. Your continued use of our website or services after changes are posted constitutes acceptance of the revised Policy. We encourage you to review this Policy periodically. If you do not agree with any change, stop using our website and services and contact us to request deletion of your information.

Section 17Contact Information and Privacy Rights Requests

All privacy-related questions, concerns, and rights requests must be submitted in writing to:

Schneider Axiom Institute LLC
Email: info@schneideraxiom.org
Subject line for rights requests: Privacy Rights Request
Mailing Address: [Attorney address — insert before launch]

We respond to all substantive privacy inquiries within 30 days. For requests that require identity verification, we may ask you to confirm information associated with your account before processing your request.