Milestone Consulting and Management

Our Policies

Last updated: December 2025

Privacy Policy

Information We Collect

We may collect the following information when you visit our website, inquire, or use our services:

  • Name
  • Email address
  • Phone number
  • Business name & industry
  • Social media handles and account access (when required for service delivery)
  • Website, CRM, or marketing platform access (as needed for setup or management)
  • Social media & website analytics
  • Payment information (processed securely by third-party providers)
  • Content, branding assets, or materials submitted by the client
  • Automation workflows, CRM data, and customer journey information (when provided)

How We Use Your Information

We may use your information to:

  • Respond to inquiries and provide customer support
  • Deliver services (social media, automation, CRM, website work, etc.)
  • Create marketing strategies and performance reports
  • Improve our services, systems, and user experience
  • Send newsletters, marketing updates, or service announcements (with consent)
  • Maintain internal records, contracts, and project documentation

We do not sell or rent your information to third parties.

Cookies Policy

Our site may use cookies to:

  • Improve functionality
  • Analyze traffic
  • Enhance performance
  • Personalize your browsing experience

You may disable cookies in your browser settings at any time.

Data Protection

Your data is:

  • Stored securely
  • Restricted to authorized team members
  • Protected using encryption tools when applicable
  • Never shared outside service-related tools (e.g., scheduling platforms, CRMs, payment processors)

We may release information only if legally required.

Refund & Cancellation Policy

Service Refunds

Due to the time, planning, expertise, and resources involved in digital services, all payments are non-refundable once work begins.

Refunds are not offered for:

  • Client delays, non-communication, or missed deadlines
  • Changes in business direction, brand preferences, or priorities
  • Delays caused by platform issues or algorithm changes
  • Partial months, unused service time, or paused posting
  • Work already completed or in progress

Cancellations

Clients may cancel services by providing written notice as outlined in their agreement.

Upon cancellation:

  • All completed work up to that date will be billed
  • No refunds will be given for payments already made
  • Platform access and project work will stop immediately
  • Files and assets may be provided upon request (depending on contract terms)

Deposits

All deposits are non-refundable.
A deposit secures your project start date, team resources, and strategic planning.

Onboarding Policy

To ensure smooth delivery, all clients undergo the following onboarding steps:

1. Intake Form Completion

Clients must provide accurate business information, goals, brand assets, and any required access.

2. Platform & Account Access

Depending on services purchased, access may include:

  • Social media accounts
  • Scheduling tools
  • Websites
  • CRM systems
  • Automation platforms
  • Ad accounts
  • Analytics dashboards

Delays in access may delay project timelines.

3. Asset Submission

Clients must submit required assets such as:

  • Logos & brand guidelines
  • Fonts & color palettes
  • Photos, videos, product info
  • Website logins, CRM access, automation tools
  • Previous marketing materials (optional)

4. Strategy or Kickoff Meeting (If Applicable)

A call may be scheduled depending on the package purchased.

5. Strategy Approval

Clients will receive:

  • Strategy document
  • Content plan
  • Workflow outline
  • Project timeline

Approval is required before execution begins.

6. Monthly Workflow

  • Content creation
  • Client review & revisions
  • Posting/scheduling
  • Reporting (if included)
  • Automation/testing (if included)
  • Website updates (if included)

Delays in client responses do not pause billing.

Communication Policy

  • Communication is handled via email or client portal unless otherwise agreed
  • Response time is within 72 hours, excluding weekends & holidays
  • Urgent or same-day requests must be pre-approved
  • Clients must provide approvals and feedback within requested timeframes

Delays in feedback may affect posting, deliverables, or timelines.

Account Access & Security Policy

To deliver services, we may require access to:

  • Social accounts
  • Websites & hosting
  • CRM systems
  • Email marketing platforms
  • Automation tools
  • Analytics software
  • Paid ad accounts

Clients remain the sole owners of all accounts.

Clients are responsible for:

  • Providing working logins
  • Updating access when passwords change
  • Ensuring MFA codes are available when needed
  • Maintaining compliance with platform rules

We are not responsible for:

  • Account restrictions or bans
  • Loss of data due to client-side issues
  • Platform bugs, outages, or policy changes
  • Security breaches caused by weak client passwords

Content Delivery & Approval Policy

  • Drafts and calendars are submitted for approval
  • Clients must provide feedback within the specified timeframe
  • Revisions are limited to those included in the package
  • Additional revisions require an add-on fee
  • Once approved, content is considered final
  • Delays in approval may shift posting schedules

Portfolio Use Policy

We may feature completed work, results, visuals, and case studies in:

  • Our portfolio
  • Social media
  • Website
  • Marketing materials

Clients may opt out by submitting a written request.

Automation, CRM & IT Services Policies

CRM Setup & Automation Policy

We may handle:

  • CRM configuration
  • Workflow automation
  • Lead tracking
  • Email/SMS sequences
  • Pipeline setup

Clients are responsible for:

  • Maintaining compliance with email/SMS laws
  • Providing accurate customer data
  • Subscription fees for CRM platforms

We do not guarantee specific conversion outcomes.

Website, SEO & Technical Services Policy

For website development or SEO services:

  • Hosting/subscription fees are the client’s responsibility
  • We are not liable for downtime, hosting errors, or third-party plugin failures
  • SEO performance depends on competition, industry, and algorithms

IT Support & Security Policy

For IT or technical setup services:

  • We provide setup and guidance, not long-term cybersecurity monitoring
  • Clients must follow security best practices after handoff
  • Password management tools must be used as recommended

Limitation of Liability

Milestone Consulting & Management is not liable for:

  • Loss of revenue or business performance
  • Platform outages, bans, or restrictions
  • Algorithm fluctuations
  • Third-party software errors
  • Delays caused by incomplete client information
  • Sales or conversion outcomes
  • Data loss due to third-party platforms

We always use best practices, but results may vary based on industry, competition, and platform factors.

Changes to This Policy

We may update these policies at any time. Updates will be posted on this page. Continued use of our services indicates acceptance of the updated terms.