Privacy Policy

Effective Date: September 28, 2026

1. Who We Are

This Privacy Policy ("Policy") explains how Ideal Client Systems, LLC collects, uses, discloses, and protects personal information when you visit or interact with our websites and marketing properties.

The Services are operated by Ideal Client Systems, LLC, a Florida limited liability company, which also operates the brand "Ink to Wealth." References in this Policy to "Ideal Client Systems," "ICS," "Ink to Wealth," "we," "us," or "our" mean Ideal Client Systems, LLC.

The legal entity responsible for your personal information under this Policy (the "controller") is:

- Legal entity name: Ideal Client Systems, LLC

- Entity type and state of formation: Limited liability company formed in Florida

2. Scope of This Policy

This Policy applies to personal information we collect through our websites at www.idealclientsystems.com and inktowealth.com, together with any related landing pages, workshop and webinar registration pages, order forms and checkouts, call-booking calendars, scorecards and assessments, forms, marketing communications, and offers we make available through those websites (collectively, the "Services").

This Policy does not apply to the practices of third parties we do not own or control, including advertising platforms, payment processors, scheduling providers, and other websites you may reach through links. Those third parties handle your information under their own privacy policies.

The Services are directed to individuals located in the United States. We do not offer the Services to individuals in the European Union, the United Kingdom, or other jurisdictions outside the United States, and this Policy is not intended to address the requirements of privacy laws outside the United States.

3. Personal Information We Collect

3.1 Information You Provide Directly

- Identity and contact information — name, email address, telephone or mobile number, mailing address, job title, and business name.

- Billing and shipping information — billing address and the mailing address used to ship physical copies of a book. Payment card details are collected and processed by our third-party payment processor and are not stored by us.

- Qualifying and intake information — your responses to registration questions, scorecards, audits, assessments, and intake forms.

- Appointment information — the details you enter when scheduling a strategy call or consultation through our booking calendar.

- Communications — the content of messages, questions, or feedback you send us by email, text message, or through our forms.

3.2 Information Collected Automatically

- Device and technical data — IP address, browser type, device type, operating system, and general location inferred from your IP address.

- Usage and interaction data — pages visited, links and buttons clicked, forms submitted, appointments booked, referring and exit pages, and the dates and times of your visits.

- Advertising and measurement data — identifiers and event data generated by advertising pixels and conversion APIs that allow us and the advertising platforms to measure and optimize our campaigns.

3.3 Information We Receive From Third Parties

We may receive information about you from advertising platforms, analytics providers, and our CRM and automation providers, such as whether you clicked one of our ads, how you were referred to our websites, and aggregated or hashed audience information used to deliver and measure advertising.

3.4 Information You Provide About Others

If you engage us for services and provide access to your own CRM, contact lists, or marketing platform, you may provide personal information relating to your own leads and customers. Section 10 explains our role with respect to that information.

4. How We Use Your Personal Information

To provide our services, including responding to inquiries, delivering audits, scorecards and assessments, and performing the marketing, advertising, funnel, branding, and consulting services you engage us for.

- To schedule and manage appointments, including confirming, reminding, rescheduling, and following up on calls you book.

- To sell and deliver products, including processing purchases, delivering workshop access, digital bonuses, and book content, and shipping physical copies to the address you provide.

- To bill and administer client engagements, including processing fees and recurring charges under signed service agreements, sending payment communications, and handling cancellations and refunds.

- To communicate with you, including transactional messages (confirmations, receipts, reminders, shipping and billing updates) and, where you have opted in, marketing messages by email and text message.

- To advertise and grow our business, including building and delivering campaigns, creating custom and lookalike audiences, retargeting visitors who did not complete an action, and measuring and optimizing campaign performance.

- To operate, secure, and improve the Services, including analyzing usage, maintaining reliability and security, detecting and preventing fraud and abuse, and improving our content and offers.

- To comply with law and enforce our terms, including meeting legal, regulatory, and record-keeping obligations, responding to lawful requests, and enforcing our Terms and Conditions.

5. How We Share Your Personal Information

We share personal information only as described below. We describe recipients by category because the specific vendors we use may change over time. We do not sell your personal information for money, and, as stated in Section 7, we do not share the text-message opt-in and consent information described there with any third parties or affiliates for their own marketing purposes.

5.1 Service Providers and Processors

We share personal information with third-party service providers that perform functions on our behalf, subject to obligations to protect the information and use it only to provide services to us. By category, these include:

- CRM, automation, and funnel providers that host our contacts, calendars, funnels, and messaging sequences.

- Payment processors that collect and process payment card information and handle related billing, subscriptions, and refunds.

- Messaging and telephony providers that transmit our email and text-message communications.

- Fulfillment, print, and shipping providers that produce and ship physical copies of books.

- Analytics, hosting, and technology providers that support the operation, measurement, and security of the Services.

5.2 Advertising Platforms

We work with more than one advertising platform to promote our offers. Each platform provides a pixel or conversion API that receives certain visitor and event data so that we can build audiences, deliver and retarget advertising, and measure campaign performance. Depending on how these tools are configured and on the definitions in applicable state law, some of this activity may be considered "targeted advertising," a "sale," or "sharing" of personal information. Sections 8 and 13 explain how you can opt out.

5.3 Affiliate Relationships

We participate in affiliate programs, including with software providers we recommend, and may earn a commission when you purchase through our links. Those providers use tracking links and cookies to attribute your purchase to us. When you purchase from them, they collect and process your information under their own privacy policies and bill you directly.

5.4 Legal, Safety, and Business Transfers

We may disclose personal information when we believe in good faith that disclosure is necessary to comply with applicable law or legal process; to respond to lawful requests from public authorities; to protect the rights, property, or safety of Ideal Client Systems, our clients, or others; to enforce our agreements; or in connection with a merger, acquisition, financing, reorganization, or sale of all or part of our business, in which case we will require the recipient to honor this Policy or provide notice of any material change.

6. Advertising, Retargeting, and Custom Audiences

We use website-visitor data and, in some cases, contact lists shared with advertising platforms to build custom audiences of existing leads and lookalike audiences of similar people, and to retarget visitors who viewed our pages but did not take the next step. This means you may see our ads on third-party platforms and websites after visiting our Services.

When we upload contact lists to build custom audiences, we use email addresses, which are hashed before they are shared, and the advertising platform uses them only to match and show our own ads. We do not upload mobile telephone numbers for this purpose. See Section 7.

You can limit interest-based advertising using the choices described in Section 8, and you can opt out of the sale or sharing of personal information and targeted advertising as described in Sections 13 and 14.

7. Text Message (SMS) Program and Mobile Information

If you provide your mobile telephone number and opt in, Ideal Client Systems, LLC (Ink to Wealth) may send you recurring automated text messages, including marketing, promotional events, offers, and updates, such as appointment reminders, follow-ups, and invitations to our workshop, call, and book offers. These terms also appear in our Terms and Conditions, and the same key disclosures appear at the point where you opt in.

Consent. We send marketing text messages only to individuals who have provided prior express written consent by opting in. Your consent to receive text messages is not a condition of purchasing any goods or services from us.

Message types and frequency. Messages may include appointment reminders, follow-ups, event and registration reminders, and promotional offers. Message frequency varies.

Cost. Message and data rates may apply, depending on your mobile carrier and plan.

Opt out. You can cancel the text-message program at any time by replying STOP to any message, or by telling us in any other reasonable way, such as by email to [email protected]. After you opt out, we will send one confirmation message, and you will no longer receive text messages from that program unless you opt in again.

Help. For help, reply HELP to any message or contact us using the details in Section 21.

Eligibility. Our text-message program is available only to individuals who are 18 years of age or older.

Carriers. Wireless carriers are not liable for delayed or undelivered messages.

No sharing of mobile opt-in data. We never sell your mobile telephone number or your text-message opt-in or consent information, and we do not share them with any third parties or affiliates for marketing or promotional purposes. We may share your mobile telephone number with service providers acting on our behalf, such as our CRM, customer support, messaging, and telephony providers, solely as necessary to operate the program and deliver messages, and as otherwise required to comply with law. Text-messaging originator opt-in data and consent will not be shared with any third parties, except those service providers as necessary to operate the program. This mobile-data limitation controls over any more general description of data sharing elsewhere in this Policy; nothing in Section 5, Section 6, or any other provision should be read to permit the sharing or sale of your text-message opt-in or consent data for third-party or affiliate marketing.

Where text-message data goes. Text messages are transmitted through a third-party messaging and telephony provider and delivered by wireless carriers, which receive the mobile telephone numbers and message content necessary to deliver the messages. Because the underlying provider may change, we describe this recipient by category rather than by name.

8. Cookies, Tracking Technologies, and Analytics

We and our service providers use cookies, web beacons, advertising pixels, conversion APIs, and similar technologies to operate and secure the Services, remember your preferences, understand how the Services are used, and deliver and measure advertising.

You have several choices about tracking technologies:

- Browser controls. Most browsers let you refuse or delete cookies through their settings. If you block certain cookies, some features of the Services may not function properly.

- Advertising choices. You can opt out of certain interest-based advertising through the tools offered by the advertising platforms and industry programs such as the Digital Advertising Alliance (www.aboutads.info) and the Network Advertising Initiative (www.networkadvertising.org).

9. Email Communications and Preferences

If you provide your email address or opt in through our forms, we may send you transactional emails (such as confirmations, receipts, reminders, and shipping and billing updates) and, where you have opted in, marketing emails. You can unsubscribe from marketing emails at any time using the unsubscribe link in the email or by contacting us. We may still send transactional emails related to your purchases, subscriptions, appointments, or account.

10. Client Data and Platform Access

If you engage us for services and provide access to your CRM, automation platform, or similar tools, including a sub-account under our Leverlink platform, you remain the controller of the personal information in those systems and it remains your property. We act as your service provider and process that information only to deliver the services you have engaged us for.

You are solely responsible for determining what level of access is necessary and appropriate, for the lawfulness of your own collection and use of that information, and for providing your own privacy notices, consent capture, and opt-out mechanisms to your contacts. We do not filter, control, or verify the data you provide to us.

Our engagement with clients is further governed by the Master Services Agreement and Statement of Work, which control in the event of any conflict with this Policy as to client data.

11. AI and Automated Technologies

We incorporate artificial intelligence and automation technologies into our workflows. These systems may help us automate communications via email, SMS, and phone calls, generate responses to inquiries, set appointments, and handle routine customer service interactions. These tools are used to enhance efficiency and user experience, not to make decisions that produce legal or similarly significant effects without human involvement.

12. Testimonials, Reviews, and Likeness

We collect testimonials, reviews, and feedback that may be used in our marketing materials. By providing a testimonial or review — whether written, verbal, recorded, or submitted through a form or survey — you consent to our use of that content for promotional, educational, and advertising purposes across digital and print media. You represent that your submission is accurate and that you have the right to share it.

13. Your Privacy Rights

We extend the following rights to all users in the United States, regardless of your state of residence:

- Access — confirm whether we are processing your personal information and obtain a copy.

- Correction — correct inaccuracies in your personal information.

- Deletion — request deletion of personal information you provided or that we obtained about you.

- Portability — obtain a portable copy of the personal information you previously provided, in a readable format, where technically feasible.

- Opt out — opt out of the sale or sharing of personal information, of targeted advertising, and of profiling in furtherance of decisions that produce legal or similarly significant effects.

14. How to Exercise Your Rights

You may exercise these rights by emailing us at [email protected].

You may designate an authorized agent to submit a request on your behalf, and we may ask the agent to demonstrate authority. We will take reasonable steps to verify your identity before responding, and we will respond within 45 days, subject to any permitted extension.

We will not discriminate against you for exercising your rights.

Appeals. If we decline to act on your request, we will explain why. You may appeal by contacting us using the details in Section 21 within a reasonable period. If we deny your appeal, you may contact your state Attorney General to submit a complaint.

15. Payment Information

When you purchase a paid offer, card details are collected and processed by a third-party payment processor under its own terms and security practices. We do not store your full payment card number. We may receive limited transaction information, such as confirmation of payment, the last digits of your card, and billing details, to fulfill your order, provide receipts, process refunds, and maintain records.

Recurring fees for our services are billed only under a signed service agreement, which sets out the billing cadence, notice, cancellation, and refund terms. We retain the information necessary to administer those agreements.

16. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, including to provide the Services, maintain records of appointments, purchases, and subscriptions, comply with our legal and record-keeping obligations, resolve disputes, and enforce our agreements. Where we are required to keep records of text-message consent and opt-out requests, we retain that information for the period required by applicable law and carrier requirements. When personal information is no longer needed, we take reasonable steps to delete or de-identify it.

17. Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, alteration, and disclosure, appropriate to the nature of the information involved. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security. You are responsible for keeping any credentials you use with the Services confidential.

18. Children's Privacy

The Services are intended only for individuals 18 years of age or older and are not directed to children. We do not knowingly collect personal information from anyone under 18. If you believe a child has provided us with personal information, please contact us using the details in Section 21 and we will take appropriate steps to delete it.

19. Third-Party Websites and Services

The Services may contain links to, or integrations with, third-party websites and services, including advertising platforms, payment processors, scheduling providers, and publishing partners. We are not responsible for the privacy practices of those third parties. This Policy applies only to the Services.

20. United States Processing

The Services are operated in the United States and are intended for users located in the United States. We may engage team members or service providers based in other countries to support our operations, and your information may be processed by them on our behalf under contractual obligations to protect it. If you access the Services from outside the United States, you understand that your information will be processed in the United States, where data protection laws may differ from those of your location.

21. How to Contact Us

If you have questions or concerns about this Policy or our handling of your personal information, or to exercise a privacy right, please contact us:

Ideal Client Systems, LLC

Attention: Privacy

Email: [email protected]

Websites: www.idealclientsystems.com and inktowealth.com

22. Changes to This Policy

We may update this Policy from time to time to reflect changes in our practices, technologies, or legal requirements. When we make material changes, we will update the "Effective Date" above and, where appropriate, provide additional notice.