Privacy Policy

1. What This Policy Covers

 

This Policy applies to the Site and to communications that come to us through it.

 

It does not apply to:

 

The CEO Express Check-Up™. The Express Check-Up runs on a separate application and has its own Privacy Policy and Terms of Use, which you accept before submitting it. That Policy governs everything you enter in the Express Check-Up.

 

Advisory engagements. Information you share during the CEO FITness Check-Up™, the CEO FITness Journey™, a CEO FITness Sprint™, or any other paid engagement is governed by the confidentiality terms of your written engagement agreement with us.

 

Third-party services. Websites and services we link to, such as Zoom, LinkedIn, and erikmusalem.com, are governed by their own privacy policies.

 

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2. Information We Collect

 

Information you give us

• When you book a conversation, our scheduling service collects your name, email address, the time you select, and anything you choose to write in the booking notes.

• When you email us, we receive your name, email address, and whatever you include in your message, such as your company, title, and the reason you are getting in touch.

• When you register for or ask about CEO Education offerings, such as the book OUTGROWN, an Aristotelian Walk, or a CEO Retreat, we collect the details needed to respond and, where applicable, to register you. [Confirm the registration or pre-order method once it is live.]

 

Information collected automatically

• When you visit the Site, our website platform automatically collects limited technical information, such as your IP address, browser type, device type, pages visited, referring page, and the date and time of your visit. Some of this is collected through cookies, described in Section 6.

 

Information from other sources

• We may receive your name and contact details from a person who refers you to us, or from your public professional profile, such as LinkedIn, when you connect with us there.

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Please do not send us confidential business information, trade secrets, material nonpublic information, or sensitive personal information about yourself or others before an engagement agreement is in place. A first conversation is not covered by engagement confidentiality terms.

 

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3. How We Use Your Information

 

We use personal information to:

• Respond to your enquiries and schedule conversations.

• Prepare for and hold the conversations you book.

• Provide information about our advisory services and CEO Education offerings that you have asked about.

• Manage our client and prospective client relationships.

• Operate, secure, and improve the Site.

• Comply with legal obligations and protect our legal rights.

 

We do not use the information you give us on the Site to make automated decisions about you.

 

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4. How We Share Your Information

 

We share personal information only with service providers that help us run the Site and our practice, and only as needed for them to do that work. These include:

• Wix.com, which hosts the Site.

• Zoom, which provides our booking scheduler and video meetings.

• Folk, which we use to manage client and prospective client relationships.

• [Email provider, for example Google Workspace or Microsoft 365. Confirm.]

• [Analytics provider, if one is installed. Confirm or delete this line.]

 

We may also disclose information when required by law or legal process, when reasonably necessary to protect the rights, safety, or property of Evolve & Grow or others, or as part of a merger, acquisition, or sale of all or part of our business.

 

We do not sell personal information. We do not share personal information for cross-context behavioral advertising.

 

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5. Testimonials

 

Client testimonials on the Site are published only with the permission of the person quoted. If you gave us a testimonial and want it removed, contact us and we will take it down.

 

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6. Cookies and Similar Technologies

 

The Site uses cookies that our website platform needs to operate, keep the Site secure, and remember your cookie preferences. These are strictly necessary and cannot be switched off.

 

[If analytics are installed:] We also use analytics cookies to understand how visitors use the Site, such as which pages are visited most. These cookies are only set with your consent where the law requires it, and you can change your choice at any time through the cookie banner.

 

We do not use advertising cookies or retargeting pixels on the Site.

 

You can also block or delete cookies through your browser settings. Blocking strictly necessary cookies may affect how the Site works.

 

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7. How Long We Keep Information

 

We keep personal information only as long as we need it for the purposes in this Policy:

• Enquiries and booking records that do not lead to an engagement: up to [24 months] after our last contact with you.

• Client records: for the length of the engagement and for as long afterward as required by our engagement agreement, tax and accounting rules, or to resolve disputes.

• Website technical logs: as set by our hosting provider, generally no longer than needed for security and troubleshooting.

 

When information is no longer needed, we delete it or make it anonymous.

 

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8. How We Protect Information

 

We use reasonable administrative, technical, and organizational safeguards, including encrypted connections to the Site and restricted access to our systems. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. If a security incident affects your information, we will notify you as required by law.

 

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9. Visitors Outside the United States

 

Evolve & Grow is based in the United States and works with CEOs across the United States, Canada, Mexico, and Latin America. If you contact us from outside the United States, your information will be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your country. We protect your information as described in this Policy wherever it is processed.

 

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10. Your Privacy Rights

 

Depending on where you live, you may have the right to:

• Know what personal information we hold about you and receive a copy.

• Correct information that is inaccurate.

• Ask us to delete your information.

• Object to or limit certain uses of your information.

• Withdraw consent you previously gave, without affecting earlier processing.

 

Residents of Mexico may exercise their rights of access, rectification, cancellation, and opposition (ARCO rights) under Mexican data protection law. Residents of Canada may access and correct their information under applicable Canadian privacy law. California residents have the rights provided by California law where it applies to us.

 

To make a request, email erik@evolvegrow.org with the subject line "Privacy Request" and enough detail for us to find your records. We may need to verify your identity before acting. We will respond within the time required by applicable law, and we will not treat you differently for exercising your rights.

 

To stop receiving emails from us, reply to any message and ask to be removed, or use the unsubscribe link where one is provided.

 

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11. Children

 

The Site and our services are intended for adult business leaders. We do not knowingly collect personal information from anyone under 18. If you believe a child has given us information, contact us and we will delete it.

 

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12. Changes to This Policy

 

We may update this Policy from time to time. When we do, we will post the new version on this page and change the Last Updated date. If a change materially affects how we use information we already hold, we will give additional notice where the law requires it.

 

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13. Contact Us

 

Questions about this Policy or how we handle your information can be sent to:

 

Evolve & Grow Studio LLC

3400 Cottage Way, Ste G2 23048

Sacramento, California 95825

United States

erik@evolvegrow.org