Privacy Policy

Fundamental Values of Protecting Our Visitors’ Privacy

Your privacy is important to us. Leader OnBoarding (LOB) has some fundamental values when it comes to protecting visitors of this site and their data:

  • We will only ask for personal information that will help us serve you in the best way possible.
  • We store personal information for only as long as is needed to serve you.
  • It is our goal to make it easy for you to control what information we obtain from you, and to request that we remove your information.
  • We will never sell, distribute, or share to a third party any personal information that you provide to us.
  • Our goal is to be completely transparent about on how we gather, use, and share your personal information.
  • is a secured website.

Below is our Privacy Policy, which incorporates and clarifies these principles.

Who We Are and What This Policy Covers

LOB is a consulting firm that partners with organizations and their New Leaders to help them mitigate the risks associated with executive transitions. Our website was created to introduce who we are, showcase the products and services we have available, and provide helpful advice in the form of blogs, podcasts, and recommended books.

Below we have listed details on how we collect and use your information. This Privacy Policy applies to your use of this site.

Information We Collect and the Information Visitors Provide

Web-enabled Survey Tools

Participation in our surveys is completely voluntary. If you launch or participate in a LOB web-enabled survey (example: our LevelSet suite of tools), the information provided will only be used in the manner agreed upon. If you have any questions about how this data is collected used, contact us at [email protected].

Contact Forms

Our website has various contact forms designed to provide visitors with direct access to us. We ask for basic information in order to respond to requests. Information entered will be used only to answer questions, and provide information requested about our products and services.

When filling out a contact form on our site we will not automatically add you to our marketing database. To join our database, you can check the box beside the statement “sign up for our newsletter” at the bottom of our contact forms. Checking that box means that the you give LOB permission to add you to our database. If you have selected to join our database, you can unsubscribe from by selecting “unsubscribe” on any email campaign LOB sends you, or contact us at [email protected]. Please note that our site contains a contact form that is used specifically to sign up for our database. There is no opt-in box to check on that form, because by filling out the requested information it is assumed that you intend to join LOB’s database. If you think that you may have filled out that form in error, or accidently selected the “sign up for our newsletter” opt-in box, you can request to be removed by contacting us at [email protected].

The information collected on those contact forms is retained for as long as is needed. We will delete or remove any unnecessary information that does not assist us in serving our website’s visitors.

Database Marketing

LOB uses Constant Contact to manage our marketing database and campaigns. Their privacy policy is located here. Through our website, visitors are only added to our database when they give us permission by actively signing up through our contact forms, and opting in to our database.

Information from Cookies & Other Technologies


This site uses cookies. A cookie is a string of information that a website stores on a visitor’s computer, and information that the visitor’s browser provides to the website each time the visitor returns.

LOB uses cookies to help us identify and track visitors’ usage, and access preferences for our products and services. This information might also be used to track and understand campaign effectiveness, and to deliver targeted messaging. The cookies collect information in an anonymous format, including the number of visitors to the website, how visitors have reached the website, and the pages they visited. For more information about our use of cookies and other technologies for tracking, including how you can control the use of cookies, please contact us at [email protected]. All visitors to this site will see a “cookie banner” when they arrive, particularly if you are in the European Union. If you see the “cookie banner,” then our program does not set, or allow cookies to be used before you accept.

Google Analytics

We utilize Google Analytics. We use the data from Google Analytics for the purpose of:

  • Determining the types of visitors our site attracts (traffic).
  • Understanding how visitors interact with our site (example: pages visited, time spent on each page, whether the visitor is a new or returning).
  • Observing the type of devices visitors use (mobile, desktop, tablet).
  • Monitoring how often our site is visited daily, weekly, and monthly.
  • Gathering basic geographical information (usually narrowed between countries and cities). Google Analytics can share with us the location of a visitor’s device from their IP address. We might collect and use this information (for example) to calculate how many people visit our site from certain geographic regions. We do not make – and do not allow Google to make – any attempt to find out the identities of those visiting our website.
  • Utilizing provided data to make improvements to our site for the purpose of ease of use and communicating to visitors in the best way possible.

LOB has complied with Goggle Analytics’ requirements for their GDPR Data Processing Amendment, and we have set our site to Anonymize IP addresses (you can read more about this here). Google Analytics’ privacy policy can be reviewed here. You can also view how Google uses data when you use their partners' sites or apps here


This site uses plugins to make our content informative, accessible, and user friendly. Most of our plugins serve to enhance the experience of visiting our site, and do not collect visitors’ data. If any plugins use cookies, those can be blocked once the visitor selects “Do not accept” on the cookie banner when they arrive at our site.

How and Why We Use Information

Legal Bases for Collecting and Using Information

A note here for those in the European Union about our legal grounds for processing information about visitors under EU data protection laws. Our use of your information is based on the grounds that:

  • The use is necessary in order to fulfill our commitments to you under our Privacy Policy, or other agreements with you, or is necessary to administer your account;
  • The use is necessary for compliance with a legal obligation; or
  • The use is necessary in order to protect your vital interests, or those of another person; or
  • We have a legitimate interest in using your information–for example, to provide and update our services, to improve our services, to safeguard our services, to communicate with you, to measure, gauge, monitor, and prevent any problems with our services, and to personalize your experience; or
  • You have given us your consent–for example, before we place certain cookies on your device, and access and analyze them later on, as described in our cookie policy (see above).

Sharing Information

How We Share Information

As previously stated, LOB does not sell our visitors’ private personal information to third-parties for the purpose of marketing.

We share information about visitors in the limited circumstances spelled out below, and with appropriate safeguards to your privacy:

  • Subsidiaries, Employees, and Independent Contractors: We may disclose information about you to our employees and independent contractors. This applies only to those that need to know your information in order to help us provide our products and services, or to process the information on our behalf. We require our employees and independent contractors to follow this Privacy Policy for the personal information that we share with them.
  • Legal Requests: We may disclose information about you in response to a subpoena, court order, or other governmental request.
  • To Protect Rights, Property, and Others: We may disclose information about you when we believe in good faith that disclosure is reasonably necessary to protect the property or rights of LOB, third parties, or the public at large.
  • Business Transfers: In connection with any merger, sale of company assets, or acquisition of all or a portion of our business by another company, or in the unlikely event that LOB goes out of business or enters bankruptcy, user information would likely be one of the assets that is transferred or acquired by a third party. If any of these events were to happen, this Privacy Policy would continue to apply to your information. And the party receiving your information may continue to use your information – but only in a manner consistent with this Privacy Policy.
  • With Your Consent: We may share and disclose information with your consent or at your direction.
  • Aggregated or De-Identified Information: We may share information that has been aggregated or reasonably de-identified, so that the information could not reasonably be used to identify you. For instance, we may publish aggregate statistics (or reviews) about the use of our products and services, and we may share a generic job description of your role to facilitate customized ad campaigns on other platforms.

Information Shared Publicly

If you send us any reviews or comments that we think might help other visitors understand our products and services better, we might decide to use your comments on our site with your name. We will only use this information with your written consent.

How Long We Keep Information

We generally discard information about visitors when we no longer need it for the purposes for which we collect and use it – which are described in the section above – and when we are not legally required to continue to keep it.

Visitors’ Choices

You have several choices available when it comes to information about you:

  • Limit the information that you provide: If you want to contact us through our site, you can elect to only enter in your name and email. Please keep in mind that if you do not provide this information, we will not be able to respond to your requests.
  • Limit access to information on your mobile device: Your mobile device operating system should provide you with the ability to discontinue our ability to collect stored information or location information via our mobile apps.
  • Opt-out of electronic communications: You may opt out of receiving promotional messages from us by following the instructions in those messages. If you opt out of promotional messages, we may still contact you if you have sent us a direct request through our site asking for information or requesting that we contact you. You can also opt out by contacting us directly at [email protected].
  • Set your browser to reject cookies: You can usually choose to set your browser to remove or reject browser cookies before using LOB’s website, with the drawback that certain features may not function properly without the aid of cookies. Also, refer to the section above on cookies.

Your Rights

If you are located in certain countries, including those that fall under the scope of the European General Data Protection Regulation (AKA the GDPR), data protection laws give you rights with respect to your personal data, subject to any exemptions provided by the law, including the rights to:

  • Request access to your personal data;
  • Request correction or deletion of your personal data;
  • Object to our use and processing of your personal data;
  • Request that we limit our use and processing of your personal data; and
  • Request portability of your personal data.

You can access, correct, or delete your personal data by contacting us at [email protected].

EU individuals also have the right to make a complaint to a government supervisory authority.

Other Things You Should Know

External Links

This site contains links to other websites. Clicking on those will take visitors away from LOB’s site to another site.

Articles and Shared Content

We have pages on our site that have links to recommend articles, blogs, case studies, and educational materials on other websites. We also have social media buttons that visitors can use to share LOB-created content, or follow us on those platforms. Clicking on those links will take visitors to other sites. Please note that we do not have control over the information those other sites collect. For instance, if you disable cookies on LOB’s website, then proceed to another site (through the links we provide) that site may upload cookies. We suggest visitors review the privacy policies placed on those sites.

Pay Pal

When existing clients of LOB wish to pay for our products and services online, we utilize PayPal to make those transactions via our website. PayPal does share with LOB personal data necessary to facilitate the transaction. And LOB keeps the information only as long as is needed. Also, once visitors click on the link to make a payment, they will leave our site and go to the PayPal site. Please note that we do not have control over the information they collect. For instance, if you disable cookies on LOB’s site, and then proceed to PayPal’s site that site may upload cookies. We suggest you review PayPal’s privacy policy if you intend to use that service to pay LOB for products and services.


We have several pages on our site that have links to recommended books that we believe our visitors may find helpful. We provide this to our visitors through our participation in the Amazon Services LLC Associates Program – an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to LOB will be notified when books are purchased through these links. However, no personal identifying information is provided to us. LOB is only informed of the number of clicks on a link, the date of purchase, and the book title purchased. Clicking on the links will take our visitors to Amazon’s website. Please note that we do not have control over the information they collect. For instance, if you disable cookies on LOB’s site, then proceed to the Amazon site that site may upload cookies. We suggest visitors review their privacy policy before clicking on those links.

Transferring Information

LOB’s products and services are offered worldwide. The information about visitors that we process when they become a client in the EU may be used, stored, and/or accessed by individuals operating outside the European Economic Area (EEA). This includes those who work for us, other members of our group of companies, or third-party data processors. This is required for the purposes listed in the How and Why We Use Information section above. When providing information about clients to entities outside the EEA, we will take appropriate measures to ensure that the recipient protects their personal information adequately in accordance with this Privacy Policy, as required by applicable law. These measures include:

  • In the case of US-based entities: entering into European Commission approved standard contractual arrangements with them, or ensuring they have signed up to the EU-US Privacy Shield; or
  • In the case of entities based in other countries outside the EEA: entering into European Commission approved standard contractual arrangements with them.

You can ask us for more information about the steps we take to protect your personal information when transferring it from the EU.

How to Reach Us

If you have a question about this Privacy Policy, or if you would like to contact us about any of the rights mentioned in the Your Rights section above, please contact us at [email protected].

Privacy Policy Changes

LOB will strive to keep this Privacy Policy up to date – although most changes are likely to be minor. If any updates are made to our website, then we will adjust this policy to reflect those changes as needed. We encourage visitors to frequently check this page for any changes to our Privacy Policy. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change. We will notify visitors of this site about changes by updating the change log below.

Thank you for reviewing our Privacy Policy, and please contact us if you have any questions.

Change log
  • September 25:Added more specific information to clarify our practices, updated links to privacy polices of external links used on LOB site.
  • September 30: Revised and reorganized language throughout to help simplify the policy and clarify our practices.
  • October 2, 2018: Revised and updated plugin information and cookie policy.
  • April 4, 2021: Reviewed, no changes made.
  • March 16, 2022: Reviewed and updated to add web-enabled survey details.
  • April 14, 2023: Reviewed content for updates, and found no changes.
  • February 27, 2024: Updating details about cookie vendor policies, and updating Google Analytics details.