Privacy Policy

This Privacy Policy explains what information ScaledEasy (“we”) collects, how we use it, and the choices you have. It applies to the ScaledEasy website, client portal, and any related coaching services.

1. Information we collect

• Account & contact info: name, company, email, optional mobile phone number, billing details.
• Coaching content: session notes, implementation reports, referrals you submit.
• Technical data: IP address, browser type, and basic usage analytics to keep the portal reliable.

2. How we use your information

• To deliver the coaching engagement you signed up for.
• To send service-related communications (session bookings, receipts, contract copies).
• To send text-message session reminders — only if you explicitly opted in during signup. You can opt out at any time by replying STOP to any reminder.
• To improve our coaching frameworks and learning content.

3. SMS / Text-message data

Your phone number and SMS opt-in status are stored solely for delivering session reminders. We do not sell, rent, or share your phone number or SMS opt-in data with third parties or affiliates for their marketing or promotional purposes. We share your number only with our messaging-platform provider (Twilio) as strictly necessary to deliver the messages you requested.

4. Your choices

• Update or delete your account info from your Client Portal, or reach us through our Contact page.
• Opt out of SMS by replying STOP to any ScaledEasy text.
• Request a copy of the data we hold about you from your Client Portal, or through our Contact page.

5. Contact

Privacy questions? Head to our Contact page and we’ll route your message to the right person.