Policy Portal - Policy Bridge Advisors
Client Satisfaction Policy
Data Privacy & Protection Policy
Client-First Guarantee

Client Satisfaction Policy

Effective: October 23, 2025 | Last Updated: October 23, 2025

1. Our Commitment to Your Satisfaction

At Policy Bridge Advisors, your success is our priority. We're dedicated to delivering professional, accurate, and timely documentation that meets your expectations. This policy outlines our commitment to client satisfaction and the steps we take to ensure quality in every deliverable.

2. Quality Standards

2.1 Professional Excellence

Every document we create undergoes rigorous quality checks:

  • Expert Review: All deliverables are reviewed by experienced professionals with graduate-level education and hands-on experience in their respective fields
  • Grammar & Formatting: Comprehensive proofreading for spelling, grammar, punctuation, and formatting consistency
  • Industry Standards: Compliance with relevant industry standards and best practices
  • Client Specifications: Careful adherence to your specific requirements and preferences

Standard Formatting Practices:

We format each document for clear reading and professional use. That includes organized headings, consistent fonts, clean spacing, and layouts aligned with APA or standard English conventions. We do not add graphic design features such as custom logos, decorative borders, themed color backgrounds, or calligraphy-style fonts. This standard formatting applies to resumes, cover letters, business letters, employee handbooks, and manuals. If you want to add design elements later, the document will be ready for easy customization.

2.2 Turnaround Times

We value your time and commit to transparent, reliable timelines:

  • Resumes & CVs: 3-5 business days from submission of complete information
  • Business Letters: 2-3 business days for standard correspondence
  • Policy Development: 7-14 business days depending on scope and complexity
  • Handbooks & Manuals: Timeline provided upon project assessment (typically 2-4 weeks)
  • Rush Services: Expedited turnaround available for an additional fee (contact us for details)

Note: Turnaround begins upon receipt of complete information. We'll notify you promptly if additional details are needed.

3. Revision & Amendment Process

3.1 Initial Revisions (Included)

We understand that your needs may evolve during the development process. Each service includes:

  • Resumes & CVs: 1 round within 5 days of delivery
  • Business Letters: 1 round within 3 days of delivery
  • Policies: 1 round within 7 days of delivery
  • Employee Handbooks & Manuals: 2 rounds within 10 days of delivery

What's Included: Content adjustments, formatting changes, rephrasing, adding/removing sections based on your feedback.

Response Time: Revisions completed within 2-3 business days of your request.

3.2 Substantial Changes or Scope Expansions

If your needs significantly change after initial delivery, additional fees may apply:

  • Complete document redesign (e.g., changing resume format from chronological to functional)
  • Adding new sections or topics beyond original scope
  • Major policy revisions based on new legal requirements not discussed initially

We'll notify you of any additional costs before proceeding and ensure transparency in pricing.

4. Client Communication & Transparency

4.1 Initial Consultation

  • Complimentary consultation to understand your needs and objectives
  • Clear explanation of deliverables, timelines, and pricing
  • No hidden fees or surprise charges

4.2 Project Updates

We keep you informed throughout the process:

  • Confirmation email within 24 hours of project submission
  • Progress updates for longer projects (policies, handbooks)
  • Early notification if we need additional information or anticipate delays

4.3 Delivery Method

  • Secure email delivery in your preferred format (Word, PDF, Google Docs)
  • Cloud storage links for large files (handbooks, multi-document packages)

5. Satisfaction Guarantee

5.1 Our Promise

All services are provided on a best-effort basis. We take care in producing high-quality work that reflects the scope we agreed on. If concerns come up after delivery, the revision(s) included in your service package will be used to address those concerns. Revisions are limited to the original scope of work and do not include new content, new direction, or additional project phases. This revision process is the full and complete remedy offered for dissatisfaction. No refunds, additional revisions, or guarantees of specific outcomes are provided.

5.2 Resolution Process

  1. Contact us within 10 days of final delivery with specific concerns
  2. Discussion: We'll schedule a consultation to understand your feedback
  3. Action: We'll revise the document, offer alternative approaches, or discuss other solutions
  4. Escalation: If concerns remain unresolved, we may offer partial refund or credit toward future services (evaluated case-by-case)

No Guarantee of Results: Services are provided for informational and professional development purposes only. I make no warranties, express or implied, regarding specific outcomes, including but not limited to employment decisions, compensation, licensing, regulatory approval, legal compliance, funding approval, or contract selection. You understand and agree that all final decisions are made by third parties, and I am not liable for decisions, delays, or outcomes resulting from those external processes.

6. Refund Policy

This Service Agreement is governed by general contract principles and the Uniform Commercial Code disclaimer standards (UCC § 2-316), which permit service providers to limit warranties and define refund remedies in writing.

6.1 Partial Refund Eligibility

Partial refunds may be considered only under the following limited circumstances:

  1. The client cancels the project before drafting or development work has begun.
  2. Both parties agree in writing that the project scope has materially changed, and the original work can no longer be applied to the revised request.
  3. A documented misunderstanding of scope is identified early, before substantial work has been completed.

Refund Calculation Based on Work Stage

Refund amounts are determined based on measurable progress:

Work Stage Completed Refund Eligibility
Intake/Consultation Only Up to 50% refund
Drafting or Development Begun Up to 25% refund
Final Draft Delivered or Any Revision Provided No refund

Refund Processing: Approved partial refunds are issued within 7–10 business days to the original payment method.

6.2 No Refund Scenarios

Refunds will not be issued for:

  1. Dissatisfaction with outcomes outside the quality of the document, such as job offers, interviews, promotions, business approvals, compliance decisions, funding, or contract awards.
  2. Requests made after final delivery and completion or offer of included revision(s).
  3. Changes in personal preference or direction after work has begun (e.g., changing roles, industries, organizations, or document purpose).
  4. Failure to provide required information, communication, or collaboration needed to complete the project.
  5. Refund requests submitted more than 7 days after final delivery.

6.3 Limitation of Liability & No Outcome Guarantee

All services are provided as professional writing and development support, not legal, employment, compliance, or career placement services.

No warranties, guarantees, or representations of specific results are made or implied. This includes, but is not limited to:

  • Employment outcomes
  • Organizational approval
  • Contract or licensing decisions
  • Compensation changes
  • Academic or institutional acceptance

This is consistent with the legal principle that service providers cannot be held liable for third-party decision-making.

6.4 Exclusive Remedy

The included revision(s) constitute the sole and exclusive remedy for concerns regarding document quality. No additional revisions, refunds, damages, chargebacks, or compensation of any kind will be provided beyond what is expressly outlined in this policy.

6.5 Hold Harmless Clause

The client agrees to indemnify, defend, and hold harmless the service provider from any claims, losses, or damages related to the client's use of the deliverables, including decisions made by employers, agencies, regulators, or third-party evaluators.

7. Client Responsibilities

To ensure the best possible outcome, we ask that you:

  • Provide Complete Information: Submit all required details, documents, and context upfront
  • Respond Promptly: Answer clarifying questions within 48 hours to avoid timeline delays
  • Give Specific Feedback: When requesting revisions, be as detailed as possible about desired changes
  • Review Carefully: Thoroughly review drafts before approving final versions
  • Respect Our Expertise: While we value your input, some recommendations (e.g., resume formatting best practices, compliance requirements) are based on industry standards that optimize results

8. Confidentiality & Professional Ethics

  • Your information is confidential. We will not share your documents, personal details, or proprietary information with third parties.
  • No Conflicts of Interest: We do not simultaneously work on documents for direct competitors without disclosure and consent.
  • Ethical Standards: All documents are created from scratch, tailored to your needs. We do not use templates or copy from other clients.

For detailed privacy practices, see our Data Privacy & Protection Policy.

9. Continuous Improvement

We're committed to evolving our services based on your feedback:

  • Client Surveys: Optional post-project surveys to gather your input
  • Annual Policy Review: We review this policy annually to ensure it reflects best practices
  • Industry Trends: We stay current with evolving standards in resume writing, policy development, and business communications

10. Contact & Questions

Policy Bridge Advisors
Email: documents@policybridgeadvisor.com
Phone: 619-577-2968
Address: 750 Otay Lakes Road #2083, Chula Vista, CA 91910

Office Hours: Monday-Friday, 9:00 AM - 5:00 PM Pacific Time

Response Time: We aim to respond to all inquiries within 24 hours during business days.

11. Amendments to This Policy

Effective Date: October 23, 2025
Next Review: October 23, 2026

We may update this policy periodically. Material changes will be communicated via email to active clients. Continued use of our services constitutes acceptance of updated terms.

Your Success, Our Commitment

Thank you for choosing Policy Bridge Advisors. We're honored to support your professional goals and organizational needs. If you ever have questions or concerns, please don't hesitate to reach out—your satisfaction matters to us.

Privacy-First Approach

Data Privacy & Protection Policy

Effective: October 23, 2025 | Last Updated: October 23, 2025 | Version 2.0

Introduction: Why This Policy Matters

At Policy Bridge Advisors, we create sensitive professional documents—resumes, business letters, organizational policies, and handbooks. These documents contain your personal information, career history, proprietary business strategies, and confidential organizational details.

This policy explains:

  • What information we collect and why
  • How we protect your data with technical and administrative safeguards
  • Your rights and how to exercise them
  • Our legal and ethical commitments to data privacy

Our Philosophy: We collect only what we need, protect it rigorously, and never sell or share your information for marketing purposes.

SECTION 1: Information We Collect

1.1 Information You Provide Directly

Resume & CV Services:

  • Name, contact information (email, phone, address, LinkedIn profile)
  • Work history (employers, job titles, dates, responsibilities, achievements)
  • Education (degrees, institutions, dates, GPA if provided)
  • Certifications, licenses, professional memberships
  • Skills, languages, volunteer experience
  • References (if provided)
  • Career objectives and target roles

Business Letter Services:

  • Sender and recipient details
  • Business context and purpose of correspondence
  • Supporting documents (contracts, agreements, prior correspondence)

Policy & Handbook Services:

  • Organization name, size, industry, location
  • Existing policies (for review or revision)
  • Regulatory requirements specific to your jurisdiction
  • Organizational structure and operational details
  • Contact person details (decision-makers, compliance officers)

Payment Information:

  • Name, billing address
  • Payment method (credit card, bank transfer details)
  • Transaction history for accounting and tax purposes

Note: Payment processing is handled by third-party processors (Stripe, PayPal). We do not store full credit card numbers on our servers.

1.2 Information We Collect Automatically

Website Usage Data:

  • IP address (for security and analytics)
  • Browser type and version
  • Device information (desktop, mobile, tablet)
  • Pages visited, time spent on site
  • Referral source (how you found us)

Cookies & Tracking Technologies:

We use minimal, essential cookies:

  • Strictly Necessary Cookies: Session management, security (cannot be disabled)
  • Analytics Cookies: Google Analytics (anonymized IP) to understand site usage and improve user experience

You Control Cookies: You can disable non-essential cookies via browser settings. This won't affect core site functionality.

1.3 Information We Do NOT Collect

  • No social media tracking pixels (e.g., Facebook Pixel, LinkedIn Insight Tag)
  • No third-party advertising cookies
  • No behavioral profiling for marketing
  • No sale of data to data brokers

SECTION 2: How We Use Your Information

2.1 Primary Uses (Service Delivery)

  • Create Your Documents: Using the information you provide to draft resumes, letters, policies, and handbooks tailored to your needs
  • Client Communication: Sending drafts, revisions, invoices, and project updates
  • Quality Assurance: Internal review for accuracy, grammar, and compliance
  • Customer Support: Responding to inquiries, troubleshooting, and providing assistance

2.2 Secondary Uses (With Consent or Legal Basis)

  • Payment Processing: Sharing billing information with payment processors (Stripe, PayPal) under their privacy policies
  • Legal Compliance: Maintaining records for tax, accounting, and regulatory requirements (e.g., IRS recordkeeping, anti-money laundering laws)
  • Business Operations: Anonymized analytics to improve services (e.g., "40% of clients request executive resume formatting")

We Will NEVER:

  • Sell your data to third parties
  • Use your information for unrelated marketing
  • Share your documents with other clients or use them as templates

SECTION 3: Data Security Measures

We implement industry-standard security practices to protect your information:

3.1 Technical Safeguards

  • Encryption:
    • TLS 1.2+ encryption for data in transit (HTTPS)
    • AES-256 encryption for data at rest (stored files)
  • Access Controls:
    • Role-based access (only authorized personnel can view client files)
    • Multi-factor authentication (MFA) for all team accounts
    • Unique login credentials (no shared accounts)
  • Secure Infrastructure:
    • Cloud storage via Google Workspace (SOC 2, ISO 27001 certified)
    • Regular security patches and updates
    • Firewall protection and intrusion detection systems
  • Data Backup & Recovery:
    • Daily encrypted backups stored in geographically separate locations
    • Disaster recovery plan tested quarterly

3.2 Administrative Safeguards

  • Confidentiality Agreements: All team members sign NDAs and data protection agreements
  • Background Checks: Conducted for all personnel with access to client data
  • Training: Annual data security and privacy training for staff
  • Access Logs: We monitor who accesses client files and when
  • Clean Desk Policy: Physical documents secured when not in use; no unattended printouts

3.3 Physical Safeguards

  • Secure Office: Locked facility with keycard access
  • Device Security: Encrypted laptops and mobile devices; remote wipe capability if lost/stolen
  • No Public Wi-Fi: Work on client files only on secure networks

SECTION 4: Data Sharing & Third-Party Processors

We minimize third-party data sharing. When necessary, we vet partners carefully:

4.1 Approved Third-Party Processors

Payment Processors:

  • Stripe: Credit card processing (PCI-DSS compliant)
  • PayPal: Alternative payment method

What They See: Billing name, address, payment details. What They Don't See: Resume content, policy drafts, or other project details.

Cloud Storage & Productivity:

  • Google Workspace: Secure file storage, email, document collaboration
    • Data Processing Agreement: Yes (GDPR-compliant)
    • Certifications: ISO 27001, SOC 2, SOC 3

Website Hosting & Analytics:

  • Squarespace: Website hosting (GDPR-compliant, encrypted)
  • Google Analytics: Anonymized traffic data (IP anonymization enabled)

4.2 No Unauthorized Sharing

We do not share your information with:

  • Marketing or advertising companies
  • Data brokers or aggregators
  • Social media platforms for profiling
  • Unrelated third parties

Exception: Legal obligations (e.g., valid subpoena, court order) or to prevent imminent harm (e.g., credible threat of violence). We will notify you if legally permitted.

SECTION 5: Data Retention & Deletion

5.1 How Long We Keep Your Data

Active Projects:

  • Duration of project + standard revision period (30-45 days)

Completed Projects:

  • Resume/CV files: 6 months after final delivery (to accommodate minor updates)
  • Business letters: 3 months after final delivery
  • Policies & Handbooks: 1 year after final delivery (many clients return for annual updates)
  • Payment records: 7 years (IRS requirement for business records)

Inactive Clients:

  • Files deleted after retention period expires unless you've opted into extended storage (e.g., annual policy review service)

5.2 Secure Deletion Process

When retention periods end or upon your deletion request:

  1. Primary Storage: Files permanently deleted from active systems
  2. Backups: Removed during next backup cycle (within 90 days)
  3. Physical Copies: Shredded via cross-cut shredder or professional shredding service
  4. Email: Purged from sent/received folders and trash

Exception: De-identified data for statistical analysis (e.g., "average resume word count") may be retained indefinitely, as it cannot be linked back to you.

SECTION 6: Your Privacy Rights

Depending on your location, you have various rights under data protection laws (GDPR, CCPA, etc.):

6.1 Right to Access

What You Can Do: Request a copy of all personal data we hold about you.

How: Email privacy@policybridgeadvisors.com with "Data Access Request" in the subject line.

Response Time: 15-30 business days (we'll acknowledge receipt within 5 days).

Format: PDF or your preferred machine-readable format (e.g., CSV for structured data).

6.2 Right to Rectification

What You Can Do: Correct inaccurate or incomplete personal data.

How: Contact us with the specific information to update.

Examples: Updating contact info, correcting work history dates, fixing typos in your documents.

6.3 Right to Deletion ("Right to be Forgotten")

What You Can Do: Request deletion of your personal data.

Exceptions (we may need to retain data):

  • Legal/tax obligations (e.g., IRS records retention)
  • Ongoing disputes or litigation
  • Defending against legal claims

Process: Email privacy@policybridgeadvisors.com. We'll confirm deletion within 30 days.

6.4 Right to Data Portability

What You Can Do: Receive your data in a structured, machine-readable format for transfer to another service provider.

Format: Word (.docx), PDF, CSV, JSON (your choice).

6.5 Right to Restrict Processing

What You Can Do: Limit how we use your data (e.g., storage only, no further processing).

When Applicable:

  • You're disputing data accuracy
  • Processing is unlawful but you don't want deletion
  • You need the data for legal claims

6.6 Right to Object

What You Can Do: Object to processing based on legitimate interests or for direct marketing.

Note: We don't engage in direct marketing beyond service-related communications. If you object to service-related emails, we'll accommodate where feasible.

6.7 Right to Withdraw Consent

What You Can Do: If processing is based on consent (e.g., optional marketing emails), withdraw consent anytime.

Effect: We'll stop that processing going forward (doesn't affect past processing).

6.8 How to Exercise Your Rights

Contact: privacy@policybridgeadvisors.com
Include:

  • Your full name and contact info
  • Description of your request
  • Proof of identity (to prevent unauthorized access)

Verification: We may ask for additional identification (e.g., matching email address on file, last four digits of payment method) to confirm your identity.

No Fee: Exercising your rights is free (unless requests are excessive or manifestly unfounded).

SECTION 7: International Data Transfers

Primary Location: United States (California)

7.1 EU/EEA/UK Clients

If you're in the European Union, European Economic Area, or United Kingdom:

  • Legal Mechanism: Standard Contractual Clauses (SCCs) approved by the European Commission
  • Safeguards: We implement supplementary measures (encryption, access controls) to ensure GDPR-equivalent protection
  • Data Protection Officer: Available for EU-specific inquiries

7.2 Other International Clients

For clients outside the U.S., EU/EEA, or UK:

  • We apply the same high standards of data protection regardless of your location
  • Data may be processed in the United States under this policy's terms
  • You retain all rights outlined in Section 6

SECTION 8: Data Breach Notification

Despite our best efforts, no system is 100% secure. If a data breach occurs:

8.1 Our Response Plan

  1. Immediate Containment: Isolate affected systems to prevent further unauthorized access
  2. Investigation: Determine scope, cause, and affected data
  3. Notification:
    • Affected clients: Notified within 72 hours of discovery
    • Regulatory authorities: As required by law (e.g., GDPR, state breach notification laws)
  4. Remediation: Fix vulnerabilities, enhance security measures
  5. Support: Offer credit monitoring or identity theft protection if Social Security numbers or financial data compromised

8.2 What We'll Tell You

Breach notifications will include:

  • Description of the incident
  • Types of data involved
  • Steps we're taking to address the breach
  • Recommended actions you can take (e.g., monitor credit, change passwords)
  • Contact information for questions

SECTION 9: Children's Privacy

Services Not Directed at Minors: Our services are intended for adults (18+) and businesses. We do not knowingly collect data from children under 18.

If You're a Parent/Guardian: If you believe we've inadvertently collected information from a minor, contact us immediately at privacy@policybridgeadvisors.com. We will:

  1. Immediately cease processing
  2. Delete all related data
  3. Cease processing related to that individual

COPPA Compliance: We comply with the Children's Online Privacy Protection Act (16 CFR Part 312).

SECTION 10: Data Anonymization & Research

10.1 Aggregate Analysis

We may analyze anonymized, aggregated data to improve services:

Anonymization Techniques:

  • K-Anonymity: Ensuring each data point is indistinguishable from at least K-1 others
  • Data Suppression: Removing direct identifiers (names, addresses, emails)
  • Generalization: Replacing specific values with ranges (e.g., "30-40 years old" instead of exact age)
  • Noise Addition: Statistical techniques to prevent re-identification

Example Uses:

  • "75% of resume clients request executive formatting"
  • "Average policy development timeline: 4-6 weeks"
  • "Most common handbook section requests"

Re-Identification Prohibition: We do not and will not attempt to re-identify anonymized data or link it back to individuals.

10.2 Testimonials & Case Studies

With Your Written Consent Only:

  • We may request permission to use de-identified project examples
  • You control what information is shared
  • You can withdraw consent anytime (future use only)

Default: Client projects remain confidential unless you explicitly opt-in.

SECTION 11: Third-Party Links & Integrations

External Websites: Our website may contain links to third-party sites (e.g., LinkedIn, industry resources). This privacy policy does NOT cover those sites.

Your Responsibility:

  • Review privacy policies of third-party sites before providing information
  • We're not responsible for their privacy practices

Social Media Buttons: "Share" buttons (LinkedIn, Twitter) are non-tracking until you click them. Clicking these buttons may allow social networks to track you per their own policies.

Embedded Content: Occasionally, we may embed content (e.g., YouTube videos for tutorials). These embeds may use cookies per the third party's policy. We use privacy-enhanced embed modes when available.

SECTION 12: Insurance & Liability

Professional Liability Insurance: Policy Bridge Advisors maintains professional liability insurance covering errors, omissions, and data breaches.

Cyber Insurance:

We carry cyber liability insurance covering:

  • Data breach response costs
  • Notification expenses
  • Credit monitoring services (if applicable)
  • Regulatory defense costs
  • Third-party liability claims

Coverage Limits: Available upon request for enterprise clients requiring verification.

Not a Guarantee: While we maintain insurance, our primary focus remains on prevention through robust security measures.

SECTION 13: Privacy by Design

We integrate privacy into all business processes:

Product Development:

  • Privacy Impact Assessments (PIAs) for new services or major changes
  • Data minimization review before launching new offerings
  • Default privacy settings favor data protection

Training & Culture:

  • Annual privacy training for all team members
  • Privacy champion designated in each service area
  • Quarterly privacy review meetings

Vendor Management:

  • Privacy questionnaire for all new vendors
  • Annual re-assessment of processor security
  • Contractual right to audit processors

Continuous Improvement:

  • Client feedback surveys on privacy practices
  • Monitoring of regulatory changes (GDPR, CCPA, state laws)
  • Participation in privacy professional organizations (IAPP)

SECTION 14: International Clients

Primary Operations: United States

Serving International Clients

If you're outside the United States:

  1. Your data may be transferred to and processed in the USA
  2. Safeguards:
    • Standard Contractual Clauses (SCCs) for EU/EEA/UK clients
    • Equivalent protections for clients in other jurisdictions
    • Encryption in transit and at rest
  3. Your Rights: You retain all privacy rights granted by your local jurisdiction
  4. Local Laws: We respect local data protection laws where they provide greater protections

Data Localization:

For clients with strict data residency requirements, we can discuss:

  • EU-based cloud storage options (Google Workspace EU data centers)
  • On-premises delivery models
  • Restricted transfer agreements

SECTION 15: Changes to This Policy

Notification Process:

Minor Changes (clarifications, formatting):

  • Posted on website with "Last Updated" date
  • No separate notification

Material Changes (new data uses, processor changes, reduced protections):

  • Posted on website 30 days before effective date
  • Email notification to active clients
  • Highlighted summary of changes in notification

Your Options:

  • Continue using services (acceptance of new terms)
  • Object and request data deletion
  • Exercise any rights under prior policy version during transition period

Policy Archive: Previous versions available at: [Link to policy archive] or upon request

SECTION 16: Contact & Questions

Data Protection Officer: Robert Lee
Email: privacy@policybridgeadvisors.com
Phone: 619-577-2968
Mailing Address:
Robert Lee
750 Otay Lakes Road #2083
Chula Vista, CA 91910

24-Hour Security Hotline: 619-577-2968 (data breach reports only)

Response Time Commitments:

  • General inquiries: 5 business days
  • Privacy rights requests: 15-30 business days (acknowledgment within 5 days)
  • Security incidents: Immediate response

Office Hours: Monday-Friday, 9:00 AM - 5:00 PM Pacific Time

Preferred Contact Method: Email for documentation purposes; phone for urgent matters

SECTION 17: Effective Date & Governing Law

Effective Date: October 23, 2025
Policy Version: 2.0
Next Scheduled Review: January 23, 2026

Governing Law:

This policy is governed by and interpreted under the laws of:

  • California (state privacy law - CCPA/CPRA)
  • United States federal law
  • GDPR (for EU/EEA/UK clients)
  • Applicable jurisdiction of client's residence

Severability: If any provision is found unenforceable, remaining provisions remain in full effect.

Your Trust, Our Commitment

At Policy Bridge Advisors, we understand that the documents we create for you—resumes, business letters, policies, handbooks—contain sensitive professional and organizational information. We treat your data with the same level of care, confidentiality, and strategic rigor we bring to every policy we develop.

This isn't just compliance—it's our professional standard.

Thank you for trusting us with your most important professional documentation.