Privacy Policy

Who We Are

We operate under a single U.S.-based limited liability company. While we primarily serve U.S.-based clients, our websites may be accessed internationally.

Information We Collect

We collect information in several categories.

This may include:

• Name
• Email address
• Phone number
• Mailing address
• Business name
• Business details
• Application responses
• Questionnaire responses
• Support inquiries
• Contract information
• Communication records
• Program participation data
• Event registrations
• Survey responses

We may also collect business-sensitive strategic information shared during advisory services, audits, or consulting engagements.

Payments are processed securely through Stripe (credit card and ACH) and PayPal. We do not store full payment card details on our servers. Payment data is processed directly by those providers according to their privacy and security standards.

When you access our websites, we may automatically collect:

• IP address
• Browser type
• Device type
• Pages visited
• Time on page
• Referring URL
• Interaction data

This data is collected through Google Analytics, Meta Pixel, LinkedIn Insight Tag, and cookies and similar tracking technologies.

If you contact us through LinkedIn, Facebook, Instagram, X (Twitter), Threads, Pinterest, YouTube, Slack, Voxer, Zoom, Google Meet, or phone, we may retain communications for support, service delivery, quality assurance, or legal compliance purposes.

We may use AI-based tools to assist with drafting content, internal organization, operational support, and data analysis. We do not intentionally upload sensitive personal financial data into AI systems. Where AI tools are used, they are applied in a manner consistent with confidentiality and contractual obligations.

How We Use Your Information

We process personal information for the following lawful purposes:

• Providing services and fulfilling contracts
• Delivering purchased programs or digital products
• Managing accounts and portals
• Responding to inquiries
• Marketing communications (with opt-out ability)
• Analytics and performance tracking
• Security and fraud prevention
• Legal compliance
• Improving our services
• Potential affiliate tracking (if implemented in the future)

Legal Bases for Processing

For users in applicable jurisdictions, we rely on the following legal bases:

• Contractual necessity
• Legitimate business interests
• Consent (where required)
• Legal obligations

Cookies & Tracking

We use essential cookies, analytics cookies, advertising pixels (if enabled), and potential affiliate tracking tools (if implemented).

You may disable cookies through your browser settings. Where required by law, non-essential cookies are used only with consent.

How We Share Information

We may share data with trusted service providers, including:

• Funnel Gorgeous
• Stripe
• PayPal
• Google Analytics
• Meta Platforms
• LinkedIn
• Zoom
• Google Workspace

We may also share information in response to lawful legal requests, to protect legal rights, or in the event of a business transfer.

Data Retention

We retain information only as long as reasonably necessary for service delivery, legal compliance, dispute resolution, and contract enforcement. Retention periods vary depending on data type and legal obligations.

Business advisory data may be retained longer due to contractual and legal considerations. Backup copies may exist for limited durations consistent with secure data management practices.

International Data Transfers

Data may be processed in the United States. If data is transferred internationally, we implement appropriate safeguards consistent with applicable law.

Your Rights

Depending on your jurisdiction, you may have the right to:

• Access your data
• Correct inaccurate data
• Request deletion
• Restrict processing
• Object to processing
• Data portability
• Withdraw consent

California residents may request disclosure of categories of data collected, deletion of personal information, and information about data sharing.

To exercise any rights, contact us at [email protected].

Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect data from minors.

Security

We implement reasonable administrative, technical, and physical safeguards. However, no online transmission is completely secure.

Affiliate Programs

If we launch affiliate programs in the future, tracking links or software may collect limited information necessary to attribute referrals. Affiliate data will be governed under this Privacy Policy.

Third-Party Links

We are not responsible for the privacy practices of third-party websites linked from our pages.

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date.

Contact

For any questions about this policy or your personal data: