Katie Daly Coaching & Consulting, LLC (“we”, “us”, or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, secure, and retain your personal information when you visit our website (www.coachdaly.com), contact us, or receive our services. This policy includes disclosures required by California law (CCPA/CPRA) and information about SMS/TCPA consent. By using our website or services, you consent to the practices described herein.

1. Scope

This policy applies to personal information we collect from clients, prospective clients, website visitors, and other individuals who interact with us in the United States, including California residents.

2. Information We Collect

a. Categories of personal information we may collect

  • Identifiers: name, postal address, email address, phone number, IP address.
  • Professional information: business name, job title, company.
  • Contact/communication content: messages, emails, notes you provide via forms, email, phone, or chat.
  • Financial/payment information: payment method identifiers and transaction details (processed via third-party payment processors); we do not store full card numbers.
  • Session and service information: coaching session notes, appointment history, session recordings (only with explicit consent), feedback.
  • Sensitive personal information: health, mental health, sexual orientation, religious beliefs, or other sensitive topics that may be discussed in coaching (only if you voluntarily provide them).
  • Internet or network activity: cookie data, log files, browsing behavior on our site, analytics data.

b. Sources of personal information

  • You (forms, email, phone, chat, client intake)
  • Your devices/browser (cookies and analytics)
  • Third parties and service providers (scheduling platforms, payment processors, referral sources)

3. How We Use Personal Information

We use personal information to:

  • Provide coaching, consulting, and related services; schedule and manage appointments; and maintain client records.
  • Communicate with you, respond to inquiries, and provide customer support.
  • Process payments and manage billing and refunds.
  • Send transactional messages and, where permitted, marketing or promotional communications (email/SMS) with your consent.
  • Improve our website, services, and user experience.
  • Comply with legal obligations and respond to legal process, safety, or law enforcement requests.
  • Perform security, fraud prevention, and protect our legal rights.

4. Legal Bases (where applicable)

When required by law, we rely on your consent, contractual necessity, our legitimate interests, or legal obligations to process personal information.

5. SMS / TCPA Consent and Messaging

By providing your phone number, you expressly consent to receive text/SMS messages from Katie Daly Coaching & Consulting, LLC for service-related messages and, where you have opted in, for marketing. Message frequency varies. Msg & data rates may apply. To opt out of marketing or all texts, reply STOP to any text we send or contact kdalycoaching@gmail.com. Reply HELP for help. Opt-out requests will be processed promptly.

6. Sharing and Disclosure of Personal Information

We do not sell personal information for monetary consideration.

We may disclose personal information for business purposes to categories of recipients including:

  • Service providers and vendors (e.g., payment processors such as Stripe/PayPal, scheduling tools such as Calendly, email/SMS platforms such as Mailchimp/Twilio, website hosting and analytics providers). These parties process information on our behalf under contract and are only authorized to use it as necessary to provide their services.
  • Legal and safety disclosures: to comply with subpoenas, court orders, legal processes, or to respond to government requests; to protect the safety, rights, property, or security of us, our clients, or others (including reporting imminent threats or mandatory reporting obligations).
  • In the event of a merger, sale, or transfer of assets, personal information may be transferred to a successor organization subject to confidentiality obligations.

If we engage in any activity that constitutes a “sale” or CPRA-defined “sharing” of personal information for cross-context behavioral advertising, we will provide a clear “Do Not Sell or Share My Personal Information” link and an opt-out mechanism. Currently, we do not sell personal information for monetary consideration.

7. California Consumer Rights (CCPA/CPRA)

If you are a California resident, you have the following rights regarding your personal information:

  • Right to Know/Access: request disclosures of categories and specific pieces of personal information collected, disclosed, or sold/shared in the past 12 months.
  • Right to Delete: request deletion of personal information we hold, subject to certain exceptions.
  • Right to Correct: request correction of inaccurate personal information.
  • Right to Opt-Out of Sale/Sharing: opt out of the sale or sharing of your personal information.
  • Right to Limit Use of Sensitive Personal Information: request limits on the use and disclosure of sensitive personal information.
  • Right to Non-Discrimination: be free from discriminatory treatment for exercising privacy rights.

To make a request, please email kdalycoaching@gmail.com. Provide your name, email, phone number, description of the request, and any information that helps us verify your identity. We will verify requests using reasonable methods (for example, confirming the request comes from the email address or phone number on file, or requesting additional information or a signed statement) and respond within statutory timeframes. We may require signed permission and verification for authorized agents.

8. Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this policy and comply with legal obligations:

  • Client records, session notes, and billing records: retained for up to 7 years after the end of the client relationship unless a different period is required by law.
  • Prospective client inquiry information: retained for up to 2 years.
  • Transaction records and tax-related information: retained as required by law.
  • Analytics and cookie retention periods vary; you may manage cookies via your browser.

Upon deletion requests, we will delete personal information from our systems and instruct service providers to delete such data unless an exception applies (e.g., legal obligation, ongoing dispute, or where retention is necessary to provide services).

9. Sensitive Personal Information

We may receive sensitive personal information that you voluntarily disclose during coaching sessions (for example, health or mental health details). We use this information solely to provide services and do not sell it. California residents may request limits on the use and disclosure of such sensitive personal information as required by law.

10. Security

We implement administrative, technical, and physical safeguards to protect personal information (e.g., access controls, encryption where feasible, secure hosting, and regular security reviews). No method of transmission or storage is completely secure; we cannot guarantee absolute security.

Breach Notification: In the event of a security breach affecting personal information, we will notify affected individuals and regulators as required by law.

11. Cookies and Tracking Technologies

We use cookies, web beacons, and similar technologies to operate and improve our website and services and to analyze website usage. You can control cookies through your browser settings and opt out of certain tracking through the opt-out tools provided by analytics providers.

12. International Transfers

If personal information is transferred outside the United States (for example, to cloud service providers), we will take reasonable steps to ensure appropriate safeguards are in place consistent with applicable law.

13. Children’s Privacy

Our services are intended for adults 18 years and older. We do not knowingly collect personal information from children under 13. If we learn we have collected information from a child under the applicable age without parental consent, we will take steps to delete it.

14. Recordings, Session Notes, and Client Consent

We do not record coaching sessions without your explicit, informed consent. Session notes and any recordings made with consent are stored securely and retained according to the retention policy above. Access to session materials is limited to authorized personnel and service providers as necessary to provide services.

15. Payments and Billing

We use third-party payment processors to handle payments. We do not store full credit card numbers on our systems. Please review third-party processors’ privacy and security practices. Refund and cancellation terms are provided in our service agreements.

16. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the updated policy with a revised “Last updated” date. Material changes will be communicated where required by law.

17. Contact Information and How to Exercise Rights

For privacy questions, to submit California consumer requests, or to opt out of marketing communications:

If you are a California resident and wish to exercise your rights under the CCPA/CPRA, please include sufficient detail to help us locate your records and verify your identity.

18. Additional Disclosures

Do Not Sell/Share: We do not sell personal information for monetary consideration. If you believe otherwise or wish to opt out of any sale or sharing, contact kdalycoaching@gmail.com.

Third-Party Links: Our website may contain links to third-party sites. We are not responsible for their privacy practices.

By using our services or website, you acknowledge that you have read and understand this Privacy Policy.

Katie Daly Coaching & Consulting, LLC kdalycoaching@gmail.com www.coachdaly.com