The SavvyPro Coaching

We collect personal information that you voluntarily provide to us when you express interest in our coaching services, submit an inquiry through our contact form, or book a discovery call or session through our online scheduling tool. The personal information we collect may include: your name, email address, phone number, and any message or details you choose to share about your situation or goals ("Inquiry Information"); and, when you book an appointment, your preferred date and time, contact details, and any notes you provide during booking ("Booking Information").

If you participate in virtual coaching, we may also collect session-related information through Microsoft Teams, including meeting details and, where a session is recorded, the recording itself. We also collect limited technical information through cookies and similar technologies, as described in Section 6.

All personal information you provide to us must be true, accurate, and complete, and you agree to notify us of any changes.

We use the information we collect to: respond to your inquiries; schedule, confirm, reschedule, and remind you of discovery calls and coaching sessions; host and, where applicable, record virtual sessions; communicate with you about your engagement; and maintain accurate records of our professional relationship. We do not use your Inquiry, Booking, or session Information for advertising or marketing purposes without your separate consent.

In keeping with the International Coaching Federation (ICF) Code of Ethics, we treat all information you share with us — including inquiry messages, booking notes, the substance of coaching conversations, and any session recordings — as strictly confidential. We do not disclose your information to any third party without your explicit consent, except where disclosure is required by law or necessary to prevent imminent harm to you or others. This commitment applies for as long as we retain your information, including after your coaching engagement ends.

We do not sell, rent, or trade your personal information. We may share your information with trusted service providers who perform services on our behalf, such as Microsoft 365 Bookings, Microsoft Forms, and Microsoft Teams (see Section 5 below), solely to the extent necessary to provide our Services. We may also disclose information where required by law, to protect our legal rights, or to prevent harm, consistent with Section 3 above.

Our website uses Microsoft 365 Bookings to manage appointment scheduling and Microsoft Forms to collect inquiry submissions, both operated within our enterprise Microsoft 365 tenant. Virtual coaching sessions are conducted using Microsoft Teams. With your knowledge, sessions may be recorded for coaching, quality, and record-keeping purposes. Recordings are stored in our enterprise Microsoft 365 environment and treated as confidential coaching records.

When you book an appointment, submit an inquiry, or join a virtual session, your information is transmitted to and stored within Microsoft's secure cloud infrastructure and is subject to Microsoft's own privacy and security practices, described in the Microsoft Privacy Statement. We access this information solely to manage your inquiry and coaching engagement, and we do not authorize Microsoft to use it for its own advertising purposes.

These Microsoft tools, and our website, may set cookies and similar technologies. That use is described in Section 6.

Cookies are small files stored on your device that help a website remember your visit and keep certain features working. We use cookies and similar technologies that are needed to operate the Services, including to remember your cookie acknowledgment, support site preferences such as light or dark theme, and enable Microsoft 365 Bookings, Microsoft Forms, and Microsoft Teams to function when you schedule, inquire, or join a virtual session.

Microsoft may set its own cookies when you use those embedded or linked tools. Those cookies are subject to Microsoft's Privacy Statement. We do not use cookies to sell your information or to run third-party advertising on this site.

When you first visit, we display a cookie acknowledgment so you can confirm that you understand this use. You can review this Privacy Policy at any time, and you may also control cookies through your browser settings. Blocking certain cookies may limit booking, inquiry, or virtual-session features.

We retain your Inquiry Information, Booking Information, and session records — including any Microsoft Teams recordings — for two (2) years after your coaching engagement ends, or longer if required by law, tax rules, or professional record-keeping obligations. Inquiry records that do not become a coaching engagement are retained for two (2) years from the date of the inquiry. When no longer needed, we securely delete or anonymize your information.

We have implemented appropriate technical and organizational safeguards to protect your personal information, including hosting inquiry and booking data within our enterprise Microsoft 365 environment, which maintains its own industry-standard security certifications and controls. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security. You should only submit information to us through official, secure channels.

Our Services are not directed to individuals under 18 years of age, and we do not knowingly collect personal information from children. If we become aware that we have collected personal information from someone under 18, we will take reasonable steps to delete it. If you believe we may have collected information from a minor, please contact us using the information in Section 14.

Depending on where you live, you may have rights with respect to your personal information, including the right to:

• Access a copy of the information we hold about you
• Correct inaccurate information
• Delete your information, subject to our legal and professional record-keeping obligations
• Request how your information has been used

To exercise any of these rights, contact us using the information in Section 14. You will not be discriminated against for exercising these rights.

If you are a California resident, you have the right to know what personal information we collect, use, and disclose, the right to request deletion of your personal information, and the right to non-discrimination for exercising your privacy rights. We do not sell personal information. To exercise your rights under the California Consumer Privacy Act (CCPA), contact us using the information in Section 14.

Because we use Microsoft 365 Bookings, Microsoft Forms, and Microsoft Teams, your information — including session recordings — may be stored or processed in data centers operated by Microsoft, which may be located in jurisdictions other than your own. Microsoft maintains its own safeguards for cross-border data transfers as described in its Privacy Statement.

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal or operational reasons. We encourage you to review this page periodically.