Privacy Policy

Information we collect

Details you give us in our forms: your name, business name, email, phone number, website and answers about your business.

Basic website usage data, such as pages visited, collected through cookies and analytics tools.

We never ask for Social Security numbers, tax documents, ID numbers, policy documents or passwords.

How we use it

To run your free audit or consultation, contact you about it and send you information you asked for.

To provide and improve our services, and to keep our records accurate.

Text messages and mobile information

We only send text messages to people who opted in. You can reply STOP at any time to opt out.

Mobile information is not shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent are not shared with any third parties.

Who we share information with

Service providers that help us run the business, such as our CRM, booking, email and payment providers. They only use your information to provide their service to us.

When required by law.

How long we keep it

We keep your information for as long as needed for the purposes above, or as required by law. [RETENTION PERIOD]

Your choices

You can ask us to access, correct or delete your information by contacting us below.

You can unsubscribe from emails using the link in any email, and from texts by replying STOP.

Changes to this policy

We may update this policy. The date at the top shows the latest version.