ISI Consulting (“we,” “our,” “the firm”) maintains strict confidentiality for all client information, data, materials, and communications shared during any engagement, consultation, diagnostic, or discovery process.

We will not disclose, share, sell, or distribute any client information to third parties without explicit written consent, except where required by law.

Confidential Information Includes

Confidential information includes, but is not limited to:

  • Financial data
  • Operational data
  • Sales and pipeline information
  • Customer lists
  • Strategic plans
  • Proprietary processes
  • Internal communications
  • Any information shared during intake, discovery, or diagnostic sessions

All information provided to ISI Consulting is treated as confidential, regardless of whether a formal engagement has begun.

If a formal engagement is executed, confidentiality terms will be further detailed in the Statement of Work (SOW) and Terms of Engagement.