Privacy Policy

1. INTRODUCTION

We Are Kaizen LLC ("we," "us," or "our") operates kaizencrm.biz, kaizencx.biz, and all other We Are Kaizen LLC digital properties and provides the KaizenCRM platform, technology consulting services through Kaizen CX, and related services (collectively, the "Services"). This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our Sites or use our Services.

By accessing our Sites or using our Services, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our Sites or Services.

2. INFORMATION WE COLLECT

2.1 Information You Provide Directly

We collect information you voluntarily provide when you:

• Fill out a contact, discovery, or intake form on our Sites

• Download a free resource (such as the 5-System Audit)

• Subscribe to receive communications from us

• Purchase or subscribe to our Services

• Communicate with us by email or other means

This may include: your name, email address, phone number, business name, industry type, team size, current technology tools, operational challenges, and payment information.

2.2 Payment Information

Payment processing for our Services is handled by third-party processors (including Stripe, as integrated through GoHighLevel/HighLevel). We do not store your full credit card number or banking credentials on our systems. Our payment processors are subject to their own privacy policies and PCI DSS compliance requirements.

2.3 Information Collected Automatically

When you visit our Sites, we and our third-party partners may automatically collect:

• IP address and approximate geographic location

• Browser type, device type, and operating system

• Pages visited, time spent, and navigation patterns

• Referring URLs and search terms

• Cookies and similar tracking technologies

2.4 Cookies and Tracking Technologies

We use cookies and similar technologies for the following purposes:

• Essential cookies: Required for the Sites to function properly.

• Analytics cookies: We use Google Analytics to understand how visitors use our Sites. Google Analytics may collect data about your browsing behavior. You can opt out at: tools.google.com/dlpage/gaoptout.

• Marketing pixels: We use the Facebook/Meta Pixel and similar advertising technologies to measure the effectiveness of our advertising and to serve relevant ads. This may involve sharing data with Meta Platforms, Inc. and other advertising partners.

You can control cookies through your browser settings. Note that disabling cookies may affect the functionality of our Sites.

3. HOW WE USE YOUR INFORMATION

We use the information we collect to:

• Provide, operate, and improve our Services

• Respond to your inquiries and communicate with you about our Services

• Process payments and fulfill service agreements

• Send you marketing communications (where you have consented or where permitted by law)

• Analyze usage of our Sites to improve user experience

• Run targeted advertising campaigns through platforms such as Google and Meta

• Comply with legal obligations

• Detect and prevent fraud or abuse

We do not sell your personal information to third parties.

4. HOW WE SHARE YOUR INFORMATION

4.1 Service Providers

We share information with third-party vendors who help us operate our business, including:

• GoHighLevel / HighLevel: Our primary CRM and marketing automation platform. KaizenCRM is a white-label of HighLevel. Data you provide through our Services is processed and stored on the HighLevel platform. HighLevel's privacy policy is available at gohighlevel.com.

• Google Analytics: Website analytics. Data may be transferred to and stored by Google on servers outside your country of residence. See Google's privacy policy at policies.google.com/privacy.

• Meta (Facebook) Pixel: Advertising measurement and retargeting. See Meta's data policy at facebook.com/privacy/policy.

• Payment processors: Stripe and related processors for payment handling.

4.2 Legal Requirements

We may disclose your information if required by law, court order, or government authority, or if we believe disclosure is necessary to protect the rights, property, or safety of We Are Kaizen LLC, our clients, or others.

4.3 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity. We will notify you of any such change via the email address associated with your account or through a prominent notice on our Sites.

5. DATA RETENTION

We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, including:

• Client account information: for the duration of the service relationship plus 7 years for tax and legal compliance purposes

• Prospect and lead information: up to 3 years from last contact or until opt-out, whichever comes first

• Analytics data: as determined by the applicable third-party platform's retention settings

You may request deletion of your personal information at any time (see Section 7).

6. WASHINGTON STATE PRIVACY RIGHTS

If you are a resident of Washington State, you have rights under the Washington My Health MY Data Act and other applicable Washington privacy laws. These may include the right to:

• Know what personal data we collect, use, and share about you

• Access your personal data

• Correct inaccurate personal data

• Delete your personal data (subject to certain exceptions)

• Opt out of the sale of your personal data (we do not sell personal data)

• Opt out of targeted advertising

To exercise these rights, please contact us at [email protected]. We will respond to verifiable requests within 45 days as required by law.

7. YOUR CHOICES AND RIGHTS

7.1 Marketing Communications

You may opt out of marketing emails at any time by clicking the "unsubscribe" link in any email we send, or by contacting us directly. Opting out of marketing communications does not affect our ability to send you service-related communications.

7.2 Data Access and Deletion

To request access to, correction of, or deletion of your personal information, contact us at [email protected]. We will verify your identity before processing your request and respond within 45 days.

7.3 Targeted Advertising Opt-Out

To opt out of interest-based advertising, you may use the following tools:

• Google: adssettings.google.com

• Meta/Facebook: facebook.com/settings/?tab=ads

• Network Advertising Initiative: optout.networkadvertising.org

8. CHILDREN'S PRIVACY

Our Sites and Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us immediately at [email protected] and we will delete it.

9. SECURITY

We implement reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security.

In the event of a data breach that affects your rights and freedoms, we will notify affected individuals and relevant authorities as required by applicable law.

10. THIRD-PARTY LINKS

Our Sites may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies before providing any personal information.

11. CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our Sites with a new effective date, and by sending an email notification to known clients and subscribers where required by law. Your continued use of our Sites or Services after any change constitutes your acceptance of the updated policy.

12. CONTACT US

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

We Are Kaizen LLC

Email: [email protected]

Website: kaizencrm.biz

For unresolved privacy concerns, you may also contact your state Attorney General's office or applicable data protection authority.