Privacy Policy

What I collect

• Contact details: your name, email, phone number, business name, and website, when you fill out a form, survey, or booking page.
• Your answers: what you tell me in the Fit Check, the TAP Assessment questionnaire, and other forms, like your role, team size, revenue range, tools, and goals.
• Bookings and calls: the times you book, and notes, recordings, and transcripts from our calls. I tell you at booking and at the start of each call when a call is recorded.
• Payments: what you bought and when. Card and bank details go straight to the payment provider. I never see or store your full card number.
• Website basics: standard data like pages visited and browser type, collected through cookies. See the Cookie Policy.

How I use it

• To reply to you, book calls, and send reminders.
• To figure out the right next step for your business and prepare for our conversations.
• To deliver the work you buy, like your TAP plan, proposals, and builds.
• To send my Tech Tap-In newsletter and occasional updates, only if you signed up. Every email has an unsubscribe link.
• To process payments and keep business records.

I use AI tools to help me summarize your answers and draft plans. I review everything before it reaches you.

Who helps me handle it

I don’t sell your information. I share it only with the services that help me run the business, and only what they need:

• ConnectorOS (built on HighLevel): my CRM for forms, surveys, bookings, email, and texts.
• Stripe: payments. If you choose Klarna, Afterpay, or Zip at checkout, that provider handles your payment plan.
• Google Workspace: email, calendar, video calls, and files.
• Call tools: Tactiq and Hedy for call transcripts, and Google Meet or Zoom for the calls themselves.
• Canva: to design the documents and visuals I create for you, like your plan.
• AI tools: to help summarize answers and draft plans.

I may also share information if the law requires it.

Text messages

If you agree to receive texts, I use your number only to send the messages you signed up for. Message frequency varies, and message and data rates may apply. Reply STOP to opt out or HELP for help. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text message opt-in data and consent are excluded from all other sharing in this policy and won’t be shared with any third parties. See the SMS Terms.

How long I keep it

I keep your information while we’re working together, and afterward for as long as I need it for records, taxes, or follow-up you asked for. When I no longer need it, I delete it.

Your choices

• See or fix your information: ask me for a copy, or ask me to correct it.
• Delete it: ask me to delete your information, unless I have to keep a record by law.
• Stop emails or texts: use the unsubscribe link, reply STOP, or email me.

Email me with your request. I reply within 2 business days.

Keeping it safe

I use trusted services with strong security and limit access to the people who need it. No system is perfect, so if something ever goes wrong, I’ll tell you promptly.

The fine print

• Who this is for: my services are for business owners and are not meant for anyone under 18.
• Changes: if I update this policy, I’ll change the date at the top. Big changes, I’ll email you about.