Privacy Policy

Effective Date: May 20, 2025

Ideal Client Systems, LLC ("Company," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, and share your personal information when you access or use our website, services, and communications (the "Services"). By using the Services, you agree to the terms of this Privacy Policy

1. Information We Collect

We collect information that you provide directly to us when you interact with our Services, such as when you register, place an order, fill out a form, respond to a survey, complete a scorecard or assessment, or communicate with us. This may include your name, email address, phone number, mailing address, job title, billing information, and login credentials. We may also collect usage data, such as your IP address, browser type, device information, and geolocation, as allowed by your settings.

2. How We Use Your Information

We use your personal information to deliver and manage our Services, respond to inquiries, process transactions, and personalize your experience. This includes data collected through surveys, scorecards, assessments, and educational activities. We may use this information to tailor recommendations, track progress, provide feedback, and deliver relevant educational or coaching content. We also 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 this content for promotional, educational, and advertising purposes across digital and print media.

3. AI and Automated Technologies

We incorporate artificial intelligence and automation technologies into our workflows. These systems help us automate communications via email, SMS, and phone calls, generate helpful 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 have legal or similarly significant effects without human involvement.

4. Cookies and Tracking Technologies

We use cookies, pixels, and similar technologies to enhance user experience, analyze traffic, and serve relevant advertisements. These technologies allow us to remember user preferences, improve site performance, and retarget ads across platforms like Meta and Google. You can manage cookie preferences in your browser. Disabling cookies may impact some features.

Cookie Notice

Our site uses tracking tools to analyze traffic, personalize content, and optimize ad campaigns. We may use data to build lookalike and custom audiences for more relevant advertising. You can manage your cookie settings through your browser or opt-out tools provided by third-party platforms.

5. How We Share Your Information

We may share your information with trusted third parties who support our operations, such as payment processors, CRM providers, marketing partners, and subcontractors. We may also disclose information in connection with legal requirements, business transfers, or to enforce our agreements. All third-party partners are required to maintain the confidentiality and security of your data.

We may also share your information with third-party partners who help us deliver our services. This may include service providers such as Profitable Books, LLC, who assist with book writing or publishing services. These partners are contractually required to handle your data in compliance with applicable privacy laws and only use it for the purpose of fulfilling the services agreed upon.

6. International Data Transfers

To deliver our Services effectively, your information may be processed and stored in countries outside of your own. These locations may have different data protection laws than your jurisdiction. We take appropriate steps to ensure that such transfers comply with applicable regulations and that your information remains secure.

6.1 Educational Services, Testimonials, and Course Data

We may collect and use information provided during course registration, access to training portals, quizzes, coaching sessions, surveys, scorecards, assessments, and certification programs. This information helps us deliver educational content, evaluate user progress, provide relevant coaching support, and improve our offerings.

We may also collect testimonials, feedback, and other forms of social proof during your engagement. You grant us the right to use these for marketing, advertising, and promotional purposes, including on our website, social media, and sales materials, without compensation. You represent that your submission is accurate and that you have the right to share it.

If you provide us access to your CRM or similar business platform — including by creating a subaccount under our platform — you are solely responsible for determining what access is necessary and appropriate. You agree not to expose unauthorized or sensitive data unless required for service delivery and lawfully permitted. We do not filter, control, or verify the data you provide. All customer data remains your property. We act only as your service provider and maintain confidentiality and security as required by law.

7. Marketing and Advertising

We may use your information—including your name, email, phone number, and mailing address—to create targeted advertising campaigns through third-party platforms like Facebook/Meta and Google. This includes creating custom or lookalike audiences to better tailor advertising to your interests. You can opt out of this type of advertising by using the opt-out mechanisms provided by these platforms or contacting us directly.

7.1 Marketing Communications

By submitting your contact information, you agree to receive promotional communications from us via email, SMS, and phone calls. These communications may include offers, updates, and information about our products and services. You may opt out at any time by clicking the unsubscribe link in our emails or replying "STOP" to our SMS messages.

8. Data Retention

We retain personal data only for as long as necessary to fulfill the purposes outlined in this Privacy Policy or to comply with legal obligations. When data is no longer required, we securely delete or anonymize it.

9. Your Rights

Depending on your location, you may have the right to access, update, delete, or restrict the use of your personal information. You may also object to certain processing or request a copy of your information in a portable format. To make a request, please contact us at [email protected]. We may require identity verification before fulfilling certain requests.

10. Children’s Privacy

Our Services are not intended for children under the age of 13. We do not knowingly collect personal information from children. If we learn that a child under 13 has provided us with personal data, we will take steps to delete such information promptly.

11. Security

We implement a variety of administrative, technical, and physical safeguards to help protect your personal data from unauthorized access or disclosure. However, no system can guarantee complete security. We encourage you to take steps to protect your personal data, such as using strong passwords and limiting access to your devices.

12. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal obligations. When we do, we will update the “Effective Date” at the top of the policy and post the revised version on our website.

13. Contact Us

If you have any questions or concerns about this Privacy Policy or our data handling practices, you may contact us at:

Ideal Client Systems, LLC

Registered in the State of Florida

Email: [email protected]