Privacy Policy

Optimum Business Solutions, LLC respects your privacy.

This Privacy Policy explains how information is collected, used, retained, protected, and disclosed when you interact with:

• physicianfreedomplan.com
• go.physicianfreedomplan.com
• The Daniel Herzberg public-facing brand
• The Physician Freedom Conversion Blueprint
• The Physician Freedom Plan
• Related landing pages, scheduling pages, WebChat tools, emails, text messages, and business services

In this Privacy Policy, “we,” “us,” and “our” refer to Optimum Business Solutions, LLC, operating publicly as Daniel Herzberg.

1. Business Information

2. Information We May Collect

The information collected depends on how you interact with the website and services.

2.1 Information You Provide

You may voluntarily provide:

• Name
• Email address
• Mobile telephone number
• Mailing or business address
• Professional title or occupation
• Business information
• Scheduling preferences
• Appointment information
• Goals, challenges, and areas of interest
• Information included in messages, emails, WebChat conversations, questionnaires, or strategy-call requests
• Payment and transaction information when purchasing services
• Any other information you choose to provide

Please do not provide confidential patient information, protected health information, medical records, Social Security numbers, financial-account credentials, or other highly sensitive information through the website, WebChat, email, or text message.

2.2 Information Collected Automatically

When you visit the website, certain information may be collected automatically, including:

• Internet Protocol address
• Browser type
• Device type
• Operating system
• Referring page or source
• Pages viewed
• Date and time of access
• Approximate location derived from an IP address
• Interaction data
• Cookie identifiers
• Website performance and diagnostic information

2.3 Communications Information

When you communicate by email, SMS, WebChat, or another channel, we may retain:

• Contact information
• Message content
• Date and time
• Delivery and response status
• Consent records
• Opt-in source
• Opt-out requests
• Appointment and communication history

2.4 Payment Information

Payments may be processed through an external payment processor.

We may receive transaction details such as payment status, purchase amount, date, and limited billing information. Full payment-card details are generally processed by the payment provider rather than stored directly by us.

3. How Information Is Collected

Information may be collected when you:

• Visit the website
• Request the Physician Freedom Conversion Blueprint
• Submit information through a separate lead-capture page
• Interact with a GoHighLevel or LeadConnector WebChat widget
• Schedule a strategy call
• Communicate by email or text message
• Enroll in or purchase a service
• Participate in coaching or educational activities
• Respond to a questionnaire
• Use cookies or similar website technologies
• Voluntarily provide information in another interaction

4. How We Use Information

Information may be used to:

• Provide requested resources
• Respond to inquiries
• Deliver the Physician Freedom Conversion Blueprint
• Schedule and administer strategy calls
• Send appointment confirmations and reminders
• Provide coaching, education, and strategic consulting
• Personalize communications and service delivery
• Send educational and promotional emails or text messages when authorized
• Maintain consent and opt-out records
• Process transactions
• Provide customer support
• Operate and improve the website
• Analyze website use and campaign performance
• Protect the website and business from misuse, fraud, or security threats
• Maintain business and legal records
• Comply with applicable legal obligations
• Enforce agreements and protect legal rights

5. SMS and Mobile Information

5.1 SMS Program

When you voluntarily provide a mobile number and separately consent to receive texts, you may receive recurring SMS or MMS messages from Daniel Herzberg, operated by Optimum Business Solutions, LLC.

Messages may include:

• Delivery and follow-up regarding the Physician Freedom Conversion Blueprint
• Educational business content
• Invitations to schedule a strategy call
• Promotional information concerning the Physician Freedom Plan
• Appointment confirmations
• Appointment reminders
• Scheduling or rescheduling information
• No-show follow-up
• Responses to requests

Consent to receive text messages is not a condition of purchasing a product or service.

5.2 Frequency and Charges

Message frequency varies. During an active campaign, recurring communications may include up to three messages in a day on limited occasions. Appointment-related messages may be sent according to the scheduled appointment timeline.

Message and data rates may apply.

5.3 Opting Out

You may opt out at any time by replying STOP to any text message.

You may receive one final nonpromotional message confirming the opt-out. Other reasonable language clearly communicating that you want messages to stop will also be honored.

For assistance, contact: [email protected]

5.4 Protection of Mobile Information

Mobile information may be processed by communications, hosting, customer-management, and technical service providers only as necessary to operate, maintain, secure, and deliver the SMS program.

Those providers are not authorized to use SMS opt-in information for their own marketing.

6. Email Communications

If you provide an email address, we may send:

• Requested materials
• Appointment communications
• Responses to inquiries
• Educational content
• Service information
• Promotional messages

You may unsubscribe from promotional email by using the unsubscribe link included in the message or by contacting [email protected] .

Administrative communications relating to an active service, transaction, request, or appointment may continue where reasonably necessary.

7. Cookies and Similar Technologies

The website may use cookies, pixels, tags, local storage, and similar technologies to:

• Operate website functions
• Remember preferences
• Understand website traffic
• Measure engagement
• Diagnose technical problems
• Improve content and performance
• Evaluate marketing activity
• Protect against misuse

Your browser may allow you to block or delete cookies. Disabling cookies may affect certain website functionality.

8. Analytics and Advertising Technologies

The website may use analytics or advertising technologies provided by external platforms.

These technologies may collect device, browser, cookie, page-view, referral, and interaction information to measure website performance and understand how visitors engage with content.

We do not authorize any external platform to use mobile opt-in data or SMS consent for its own marketing or promotional purposes.

9. Service Providers

We may use contracted service providers to perform limited business functions, such as:

• Website hosting
• Customer-relationship management
• Email delivery
• SMS delivery
• WebChat
• Scheduling
• Payment processing
• Data storage
• Website analytics
• Security
• Technical support
• Professional business operations

These providers may process information only as reasonably necessary to perform services for us and are expected to protect it appropriately.

The company does not permit service providers to use SMS opt-in data or consent for their own marketing or promotional purposes.

10. Disclosure of Information

Information may be disclosed where reasonably necessary:

• To operate requested services
• To contracted service providers performing business functions
• To process a payment
• To comply with a valid legal process or governmental request
• To investigate fraud, abuse, or a security incident
• To enforce agreements
• To protect the safety, property, or rights of the company or others
• In connection with a merger, acquisition, financing, reorganization, or transfer of business assets, subject to applicable privacy obligations
• With your direction or consent

Regardless of this section, mobile opt-in information and SMS consent will not be disclosed to another organization for that organization’s marketing or promotional use.

11. Sale of Personal Information

Optimum Business Solutions, LLC does not sell personal information for monetary compensation.

The company does not sell or rent mobile numbers, SMS opt-in records, or text-message consent.

The company does not use mobile opt-in information to generate leads for unrelated businesses.

12. Data Retention

Information is retained only for as long as reasonably necessary for purposes such as:

• Providing requested services
• Maintaining customer and communication records
• Documenting consent and opt-out activity
• Processing transactions
• Maintaining security
• Resolving disputes
• Enforcing agreements
• Meeting legal, tax, accounting, or recordkeeping obligations

Retention periods vary depending on the information, purpose, and applicable requirements.

13. Data Security

We use reasonable administrative, technical, and organizational safeguards intended to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

No website, internet transmission, storage system, email, WebChat, or text-message platform can be guaranteed completely secure. You should use caution when transmitting information electronically.

14. Your Privacy Choices

Depending on your interaction and applicable law, you may request to:

• Know what personal information we maintain about you
• Correct inaccurate information
• Request deletion of information
• Withdraw marketing consent
• Opt out of promotional email
• Opt out of text messages
• Ask questions about information practices

To submit a request, email: [email protected]

We may need to verify your identity before processing certain requests. Some information may be retained where legally permitted or reasonably necessary for records, security, transactions, or legal compliance.

15. California Privacy Disclosures

15.1 California Online Privacy Protection Act

California residents may request information about how their personally identifiable information is collected and used as described in this Privacy Policy.

The categories of information collected, purposes of use, circumstances of disclosure, amendment process, effective date, and contact method are stated throughout this Policy.

15.2 California Consumer Privacy Act

The California Consumer Privacy Act applies only to businesses meeting statutory thresholds.

If Optimum Business Solutions, LLC becomes subject to the CCPA, eligible California residents may have rights including:

• The right to know
• The right to delete
• The right to correct
• The right to opt out of sale or sharing
• The right to limit certain uses of sensitive personal information
• The right to nondiscrimination for exercising privacy rights

The company does not represent that every CCPA right applies to every person or to the company under its current size and operations.

Questions or requests may be sent to [email protected] .

15.3 Do Not Track and Global Privacy Control

Some browsers transmit “Do Not Track” signals.

Because no single uniform industry standard governs all Do Not Track signals, the website may not respond to every browser-based Do Not Track request.

Where required by applicable law and supported by the website’s technology, recognized opt-out preference signals, such as Global Privacy Control, will be processed as legally required.

16. Age Restrictions and Children’s Privacy

The website, free resources, communications, and services are intended solely for adults who are at least 18 years old.

We do not knowingly collect personal information from anyone under 18. The website is not directed to children under 13, and we do not knowingly collect personal information from children under 13 in violation of the Children’s Online Privacy Protection Act.

If we learn that personal information has been submitted by a person under 18, we may delete that information and discontinue further communications.

A parent or legal guardian who believes that a minor has provided personal information may contact us at [email protected] .

17. Medical and Health Information

Although the company serves medical professionals, it does not provide healthcare services through this website and does not intend to collect patient medical records or protected health information.

Do not submit patient names, medical records, diagnoses, treatment information, or other protected health information through the website, email, SMS, or WebChat.

Use of the website does not create a physician-patient relationship and should not be used for medical emergencies.

18. External Links

The website may link to other websites or platforms.

We are not responsible for the independent privacy, security, or content practices of external services. You should review the privacy policy of any external website you use.

19. United States Focus and International Visitors

The website and services are operated from the United States and are currently intended primarily for individuals located in the United States.

Our privacy practices and this Privacy Policy are designed principally around applicable United States federal and state privacy laws. We have not represented that the website, marketing systems, or services are configured to satisfy every privacy, electronic-marketing, cookie, data-transfer, or consumer-protection requirement that may apply outside the United States.

Individuals located outside the United States should not submit personal information, opt in to marketing communications, schedule services, or purchase services unless they are comfortable with their information being collected, transferred to, stored, and processed in the United States and through service providers that may operate in the United States or other countries.

The accessibility of the website from another country does not mean that the company intentionally directs or offers its services in that jurisdiction.

If we intentionally begin offering or marketing services to individuals in a jurisdiction outside the United States, we may adopt additional notices, consent mechanisms, contractual terms, or privacy procedures appropriate to that jurisdiction before collecting or processing personal information for that activity.

Nothing in this Privacy Policy is intended to exclude, waive, or limit any privacy or data-protection right that cannot lawfully be excluded, waived, or limited under applicable law.

Individuals outside the United States who have questions about whether the services are currently available in their jurisdiction should contact [email protected] .

20. Changes to This Privacy Policy

This Privacy Policy may be updated periodically.

The updated version will be posted with a revised effective date. Material changes may also be communicated through an appropriate additional notice where required.

21. Contact Us

Questions, concerns, or privacy requests may be directed to: