Privacy Policy

Phoenix Clear Insight Consulting LLC ("Phoenix,""we," "us," or "our")  is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at www.phoenixclearinsight.com or engage with our coaching, consulting, webinar, or digital product services.

By using our website or services, you agree to the collection and use of information as described in this policy. If you do not agree, please do not use our services.

1.1 Information You Provide Directly
We may collect the following information that you voluntarily provide:

Contact information (name, email address, phone number) submitted through contact forms, webinar registrations, or coaching inquiry forms.

Payment information processed through our payment partners (Stan Store and Stripe). We do not store your full credit card number.

Acuity Scheduling is used to process appointment bookings and may collect contact and payment information in connection with scheduling.

Phoenix Clarity Assessment responses, including your answers, score, and archetype result.

Coaching session notes and communications you share with us (treated as confidential; see Section 4).

Correspondence sent to us via email or through the website contact form.

Waitlist and opt-in form submissions for digital products.

1.2 Information Collected Automatically
We may automatically collect:

Browser type, IP address, operating system, referring URLs, and pages visited.

Cookies and similar tracking technologies (see Section 6).

Time and date of visits and pages viewed.

1.3 Information from Third Parties
We may receive information from:

Kit (ConvertKit): Email address and engagement data from our email marketing platform.

Stan Store: Purchase and product access data for webinars and digital products.

Acuity Scheduling: Appointment booking data, including date, time, and appointment type.

Zapier: Automation data that connects our platforms. We do not independently store data through Zapier.


2. How We Use Your Information
We use the information we collect to:

Provide, operate, and improve our coaching, consulting, and digital services.

Deliver your Phoenix Clarity Assessment score and archetype results.

Send transactional emails, including confirmations, receipts, and appointment reminders.

Send our email newsletter and coaching sequences through Kit. You may unsubscribe at any time.

Process and fulfill purchases made through Stan Store.

Schedule and manage coaching appointments through Acuity.

Respond to your inquiries, questions, and support requests.

Improve our website, services, and content based on usage patterns.

Comply with applicable laws and protect our legal rights.


3. How We Share Your Information
We do not sell, rent, or trade your personal information to third parties for marketing purposes.

We share information only in the following circumstances:

Service Providers
We share data with our technology service providers—Kit, Stan Store, Acuity, Zapier, and Stripe—solely to deliver our services. Each provider maintains its own privacy practices.

Legal Requirements
We may disclose information when required by law, subpoena, court order, or to protect the rights, property, or safety of Phoenix, our clients, or others.

Business Transfers
In the event of a merger, acquisition, or sale of business assets, your information may be transferred as part of that transaction.

With Your Consent
We may share information for any other purpose with your explicit consent.


4. Confidentiality of Coaching Information
Phoenix Clear Insight is a coaching practice and not a licensed mental health service.

All information shared during coaching sessions is treated as confidential and will not be disclosed to third parties except:

As required by law (e.g., mandatory reporting obligations).
If you provide written consent for us to share specific information.
To prevent serious harm to you or others, consistent with our ethical obligations as an ICF-credentialed coach.
Please note that coaching is not a substitute for legal advice, therapy, medical care, or financial counseling. If issues arise that fall outside the scope of coaching, we will refer you to an appropriate licensed professional.

5. Data Retention
We retain your personal information for as long as necessary to provide our services and fulfill the purposes described in this policy.

Specifically:

Client coaching records are retained for a minimum of three (3) years after the conclusion of our engagement.

Email list records are maintained until you unsubscribe or request deletion.

Purchase and payment records are retained as required by applicable tax and accounting laws.

Assessment responses are retained to provide your results and support ongoing coaching work.

You may request deletion of your personal data at any time by contacting us (see Section 9). Please note that we may retain certain information as required by law.


6. Cookies and Tracking Technologies
Our website uses cookies—small text files stored on your device—to enhance your browsing experience, analyze site traffic, and support our marketing tools.

Types of Cookies We Use
Essential Cookies
Necessary for the website to function properly.

Analytics Cookies
Help us understand how visitors interact with our site (e.g., Google Analytics or equivalent).

Marketing Cookies
Support email marketing integrations with Kit.

You can control cookies through your browser settings. Disabling certain cookies may affect site functionality. By continuing to use our website, you consent to our use of cookies as described in this policy.


7. Your Rights
Depending on your location, you may have the following rights regarding your personal information:

Access: Request a copy of the personal information we hold about you.

Correction: Request correction of inaccurate or incomplete information.

Deletion: Request deletion of your personal data (subject to legal retention requirements).

Opt-Out: Unsubscribe from marketing emails at any time using the unsubscribe link included in our emails.

Portability: Request your data in a portable format where technically feasible.

To exercise any of these rights, contact us at:

veta.hurst@phoenixclearinsight.com


8. Children's Privacy
Our services are intended for adults (18 years of age and older).

We do not knowingly collect personal information from children under 13 years of age. If we become aware that we have collected data from a child under 13, we will delete it promptly.

If you believe we may have inadvertently collected such information, please contact us immediately.


9. Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure.

However, no data transmission over the internet or electronic storage system can be guaranteed as 100% secure.

We encourage you to use strong passwords and notify us immediately if you suspect unauthorized access to your information.


10. External Links
Our website may contain links to third-party websites, including Stan Store, Acuity, and social media platforms.

We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies before providing personal information.



11. Changes to This Policy
We reserve the right to update this Privacy Policy at any time.

We will notify you of material changes by updating the "Last Updated" date at the top of this policy and, where appropriate, by sending an email notice.

Your continued use of our website or services after any changes constitutes your acceptance of the updated policy.

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12. Governing Law
This Privacy Policy shall be governed by and construed in accordance with the laws of the State of Maryland, without regard to its conflict of law provisions.


13. Waitlist and Opt-In.
When you join a waitlist or opt into a product offering — including coaching programs, webinars, trainings, speaking engagements, or digital products — you consent to receiving communications related to that offering. You may opt out at any time.

Contact Us
If you have any questions about this Privacy Policy or our practices, please contact us:

Phoenix Clear Insight Consulting LLC
Attn: Veta P. Hurst, Esq., ICF-ACC — Founder & Chief Transformation Strategist
Email: veta.hurst@phoenixclearinsight.com
Phone: (301) 456-0971
Website: www.phoenixclearinsight.com
Location:

Odenton, Maryland