Privacy Policy

The Retention Studio LLC ("Company," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how information is collected, used, disclosed, and safeguarded when you visit theretentionstudiollc.com, use services, complete assessments, or otherwise interact with the business. By using the website or services, you agree to the practices described in this Privacy Policy.

1. Information Collected

1.1 Information provided directly

Information collected directly may include:

• Contact information, such as name, email address, phone number, company name, job title, and mailing address.
• Account information, such as username, password, and profile details when an account is created.
• Payment information, such as billing details and payment history, processed securely through third-party payment processors.
• Assessment data, including responses to the Retention Intelligence Assessment and other diagnostic tools.
• Service-related information, including organizational data, retention challenges, employee information, and related details shared during consultations or program participation.
• Communications, including the content of emails, text messages, Slack messages, forms, and related interactions.
• Video testimonials, images, and testimonial content when provided with consent.

1.2 Information collected automatically

When you visit the site, certain information may be collected automatically, including:

• Device information, such as IP address, browser type, operating system, and device identifiers.
• Usage information, such as pages visited, time on site, links clicked, and referring website.
• Cookies and tracking information collected through cookies, pixels, web beacons, and similar technologies.

1.3 Information from third parties

Information may also be received from third-party platforms and providers, including Kajabi, LinkedIn, payment processors, analytics tools, email service providers, or publicly available sources.

2. How Information Is Used

Information may be used to:

• Deliver services, including audits, assessments, consulting, programs, workshops, and related offers.
• Process payments, billing, and related transactions.
• Communicate about bookings, purchases, support, delivery, and service updates.
• Send newsletters, educational emails, promotional materials, and text messages when permission has been provided.
• Analyze usage patterns and improve the website, services, and client experience.
• Personalize content, recommendations, and follow-up communication.
• Comply with legal obligations, resolve disputes, and enforce agreements.
• Use testimonials, case studies, or success stories in marketing when anonymized or when explicit permission has been granted.

Personal information is not sold to third parties.

3. How Information May Be Shared

3.1 Service providers

Information may be shared with trusted third-party service providers that support business operations, including:

• Kajabi for website hosting, course delivery, email, and CRM functionality.
• ScoreApp for assessments and diagnostic tools.
• Stripe and PayPal for payment processing.
• Slack, Zoom, and Calendly for communication, scheduling, and delivery.
• SimpleTexting for SMS and text message communications.
• Google Analytics and related analytics tools for website performance and traffic insights.

These providers are expected to protect personal information and use it only as necessary to provide their services.

3.2 Business transfers

If the business is involved in a merger, acquisition, sale of assets, or bankruptcy, information may be transferred as part of that transaction.

3.3 Legal requirements

Information may be disclosed when required by law, court order, or government request, or when disclosure is necessary to protect rights, safety, property, or the integrity of the business.

3.4 With consent

Information may be shared when explicit permission has been provided, including attributed testimonials or named case studies.

4. Data Security

Reasonable administrative, technical, and physical safeguards are used to protect personal information from unauthorized access, alteration, disclosure, or destruction. These safeguards may include encryption in transit and at rest, secure hosting infrastructure, restricted access to information, security updates, and secure payment processing through PCI-compliant providers.

However, no system can guarantee absolute security, and no method of internet transmission or electronic storage is completely secure.

5. Data Retention

Information is retained only as long as reasonably necessary to provide services, comply with legal obligations, resolve disputes, enforce agreements, and maintain business records.

• Client information is typically retained for seven years after services conclude.
• Website visitor data is typically retained for two years.
• Marketing information, including phone numbers used for text communication, is retained until an unsubscribe or opt-out request is received, unless a longer retention period is required by law.

Deletion requests may be submitted at any time, subject to legal or operational retention requirements.

6. Cookies and Tracking Technologies

6.1 What cookies are

Cookies are small text files placed on a device when a website is visited. They help improve the user experience, support site functionality, analyze traffic, and help deliver relevant content.

6.2 Types of cookies used

• Essential cookies required for website functionality and security.
• Performance cookies used to understand how visitors engage with the site.
• Functional cookies used to remember preferences and settings.
• Marketing cookies used to understand visits across websites and support relevant advertising.

6.3 Managing cookies

Cookies can be managed through browser settings. Disabling cookies may affect site performance and functionality.

7. Email and SMS Communications

If an email address or mobile number is provided, communications may include:

• Transactional messages related to bookings, purchases, delivery, support, or account activity.
• Marketing emails, newsletters, educational content, and promotional text messages when consent has been provided.
• Assessment results and follow-up recommendations.

7.1 Opting out

• Email: use the unsubscribe link included in marketing emails.
• SMS/Text messages: reply STOP to any text message.
• General requests: email [email protected].

7.2 SMS consent

By providing a mobile phone number and opting in, you consent to receive promotional and transactional text messages from The Retention Studio LLC. Consent is not a condition of purchase. Message and data rates may apply. Message frequency may vary. Reply STOP to cancel or HELP for assistance.

8. Rights and Choices

Depending on location, applicable law, and the nature of the request, individuals may have the right to:

• Request access to personal information held about them.
• Request correction of inaccurate or incomplete information.
• Request deletion of personal information, subject to legal limitations.
• Request restriction of how information is processed.
• Request a portable copy of certain information.
• Object to marketing-related processing.
• Opt out of email and SMS marketing communications.

Requests may be submitted to [email protected]. A response will be provided within a commercially reasonable timeframe and, where applicable, within the period required by law.

9. California Residents

If you are a California resident, additional rights may apply under the California Consumer Privacy Act (CCPA) and related California privacy laws, including the right to know what categories of information are collected, request deletion of personal information, and receive equal service without discrimination for exercising privacy rights.

Requests may be sent to [email protected] with “CCPA Request” in the subject line.

10. International Data Transfers

If you access the site or services from outside the United States, information may be transferred to, stored in, and processed in the United States or other locations where service providers operate. Appropriate safeguards may be used where required by law.

11. Children’s Privacy

The site and services are not intended for children under 18, and personal information is not knowingly collected from children. If you believe information from a child has been provided, please contact [email protected] so it can be reviewed and deleted if appropriate.

12. Testimonials and Marketing Content

If you provide a testimonial, review, video, or similar content, permission may be requested to use that material in marketing. Testimonials may be edited for clarity, format, or length while preserving the integrity of the original meaning. Requests for anonymization or removal will be reviewed in good faith, though materials already distributed may not be fully retrievable.

13. Third-Party Links and Services

The site may contain links to third-party websites, platforms, or tools. Those third parties have their own privacy practices, and The Retention Studio LLC is not responsible for the privacy or security practices of external sites.

14. Changes to This Policy

This Privacy Policy may be updated periodically to reflect changes in services, practices, technology, or legal requirements. The updated version will be posted on this page with a revised “Last Updated” date. Continued use of the website or services after any changes are posted constitutes acceptance of the revised policy.

15. Contact

Summary

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