This SMS & Text Messaging Consent outlines how Lionel Group Strategies ("Company," "we," "our," or "us") communicates with clients through SMS/text messaging and automated communication systems.
By providing a phone number, enrolling in services, submitting forms, scheduling consultations, or using the client portal, clients consent to receiving communications as described below.
1. Purpose of SMS Communications
Lionel Group Strategies may send SMS/text messages related to:
- appointment reminders
- onboarding instructions
- account notifications
- billing reminders
- service updates
- workflow notifications
- portal alerts
- document reminders
- support communications
- educational reminders
- operational updates
SMS communications are intended to improve:
- responsiveness
- operational efficiency
- scheduling coordination
- client awareness
- service continuity
2. Consent to Receive Messages
By providing a phone number, Client authorizes Lionel Group Strategies to send:
- manual text messages
- automated text messages
- operational notifications
- scheduling alerts
- account-related reminders
Client understands:
- message frequency may vary
- message and data rates may apply
- consent is not a condition of purchasing services where prohibited by law
3. Types of Messages
Clients may receive:
Operational Messages
Examples:
- "Your consultation is scheduled for tomorrow at 6:30 PM."
- "Please upload requested documents before your session."
- "Your payment method requires attention."
- "A new update is available in your client portal."
Educational & Informational Messages
Examples:
- financial reminders
- credit education notices
- utilization guidance
- account monitoring reminders
Limited Promotional Messages
Lionel Group Strategies may occasionally send:
- service announcements
- new feature updates
- scheduling availability notices
We do not intend to engage in excessive promotional messaging.
4. Opt-Out Instructions
Clients may opt out of SMS communications at any time by:
- replying STOP
- contacting support directly
- updating communication preferences where available
After opting out, clients may still receive limited essential administrative or legally required communications where permitted.
Opting out of SMS may affect:
- appointment reminders
- workflow notifications
- operational updates
- support responsiveness
5. Client Responsibilities
Clients are responsible for:
- providing accurate phone numbers
- updating contact information
- monitoring communications
- notifying Lionel Group Strategies of number changes
Lionel Group Strategies is not responsible for missed communications resulting from outdated or inaccurate contact information.
6. Third-Party Messaging Providers
SMS communications may be facilitated through third-party providers.
These providers may process:
- phone numbers
- message content
- delivery confirmations
- communication metadata
Third-party providers may have their own terms and privacy practices.
7. Message Delivery Limitations
Lionel Group Strategies does not guarantee:
- uninterrupted message delivery
- immediate delivery
- carrier reliability
- device compatibility
Delivery may be affected by:
- carrier outages
- spam filtering
- device settings
- network conditions
8. Security & Privacy
Clients understand that SMS/text messaging is not always fully secure.
Clients should avoid sending highly sensitive personal or financial information through unsecured text messages unless specifically instructed through secure channels.
Sensitive documentation should be uploaded through approved secure systems or the client portal.
9. Changes to SMS Policy
Lionel Group Strategies reserves the right to update or modify this policy at any time.
Updated versions will be posted with revised effective dates.
Continued use of services after updates constitutes acceptance of revised terms.
10. Contact Information
Lionel Group Strategies
36 Russ Street, 3rd Floor Hartford CT 06106
Business mailing address only. Lionel Group Strategies does not accept in-person visits at this location.
Website: lionelgroupstrategies.com
Messaging and support questions: support@lionelgroupstrategies.com
Compliance questions: compliance@lionelgroupstrategies.com
Phone: (203) 856-8005