Information you provide directly: name, email address, phone number, business/brokerage name, billing address, and any information you submit through contact forms, booking forms, onboarding questionnaires, or in the course of consulting engagements.
Payment information: if you purchase services, payment is processed by our payment processor (e.g., Stripe). We do not store full credit card numbers on our own systems; our processor handles and secures that data under its own PCI-compliant security standards.
Account and CRM data: if you become a client, your contact and engagement details are stored in our customer relationship management system, GoHighLevel, to manage communications, scheduling, invoicing, and service delivery.
Technical and usage data: IP address, browser type, device type, pages visited, referring URLs, and interaction data, collected automatically via cookies and similar tracking technologies when you visit the Site.
Advertising and analytics data: data collected through the Meta Pixel/Conversions API and Google Ads/Google Analytics tags, described in Section 5 below.
3. How We Use Personal Information
Provide, operate, and improve our consulting services and software;
Respond to inquiries, schedule calls, and deliver client onboarding and support;
Process payments and manage billing and invoicing;
Send service-related communications, and, where you have consented under CASL, marketing communications such as newsletters or promotional offers (you may withdraw consent at any time — see Section 8);
Measure and improve the performance of our website and advertising campaigns;
Comply with legal, accounting, and tax obligations;
Protect against fraud, misuse, and security incidents.