Privacy Policy

Information you provide

We collect information you choose to give us, which may include:

• Your name and email address, and your phone number when you supply it through a booking or form.
• Your business or organization name.
• A description of your business needs or goals and the service you are requesting.
• The content of your inquiries and messages.
• Consultation booking and event registration details, scheduling information, and the communications we exchange.

Purchase information

If you purchase a consultation or registration, we may receive checkout information and payment status. Payment card details are typically handled by the payment processor and are not intentionally collected on our own website.

Technical information

We, our website platform, or embedded tools may collect basic technical information such as device and browser type, referring page, and usage information, and may use cookies where those tools use them.

Embedded third-party tools

Booking, payment, and webinar tools embedded on or linked from this site may also collect information directly, under their own privacy policies.

We use personal information to:

• Respond to inquiries and provide consultations, AI strategy, training, and system implementation services.
• Organize scheduling and event registration.
• Process payments and provide receipts.
• Manage client and inquiry records in our customer relationship management (CRM) system.
• Send service and transactional communications related to your request or engagement.
• Send optional marketing updates only when you have consented or as otherwise legally permitted.
• Improve our website and services.
• Maintain security and prevent misuse.
• Comply with legal obligations.

To operate the site and deliver services, we may use service providers such as:

• Lovable and related website hosting services.
• GoHighLevel / LeadConnector for CRM, embedded booking, forms, and messaging.
• Stripe or other payment processors, where payments are enabled.
• Email and calendar providers.
• Zoom or YouTube when virtual events are offered.
• AI tools, as relevant to specific engagements.

Not every listed provider is active for every visitor or every service. When we share information with these providers, we aim to limit it to what is needed to provide our services. These providers may process information under their own privacy policies and terms.

AI tools may support drafting, analysis, inquiry routing, AI agent responses, and workflow execution in our work. We use human review when appropriate. AI outputs can contain errors.

Please do not submit sensitive, confidential, regulated, or third-party information through general website inquiry fields. Where an engagement requires handling that kind of information, engagement-specific data processing arrangements may apply.

We do not knowingly publish a client's sensitive information through public demonstrations or case studies without permission.

Inquiry responses. When you submit an inquiry and agree to be contacted, we use your information to respond to that request. This is separate from optional updates.

Optional marketing updates. You can opt out of marketing emails at any time using the unsubscribe link in the message or by emailing contact@erikacassell.com.

Text messages. If SMS messaging is offered and your consent is collected, SMS communications are subject to that consent. Where applicable, you may reply STOP to opt out or HELP for assistance. Message and data rates may apply. Consent to receive promotional text messages is not a condition of purchase.

Mobile opt-in information is not shared with third parties for their own marketing purposes. Service providers may handle it in a limited way to help us deliver messages.

This site and its embedded widgets may use cookies necessary for them to function and, if configured, analytics technologies. Some tracking technologies are controlled by third parties, such as embedded booking or payment tools, rather than by us.

You can manage or block cookies through your browser settings. Blocking some cookies may affect how embedded tools, such as booking calendars, work.

We keep personal information as long as reasonably needed to handle inquiries, serve clients, keep contractual and accounting records, maintain security, pursue legitimate business purposes, and meet legal requirements. Retention periods vary depending on the type of information and why it was collected.

We use reasonable safeguards designed to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

You may email contact@erikacassell.com to ask about, access, update, or request deletion of your personal information. We will handle requests subject to applicable law and any exceptions it allows, such as information we must keep for legal or recordkeeping reasons.

Our website and services are business oriented and not intended for anyone under 18. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, please contact us at contact@erikacassell.com.

This site may link to other websites, which have their own privacy policies. We are not responsible for their practices.

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page.

Legacy Solutions and Notary LLC, operating as She Builds Systems
Email: contact@erikacassell.com
Tampa Bay, Florida