Effective Date: May 31, 2026

Invitation To Succeed LLC ("Company," "we," "our," or "us") respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, disclose, store, and protect information when you visit our website, purchase products or services, participate in coaching programs, complete assessments, register for workshops, subscribe to communications, or otherwise interact with Invitation To Succeed LLC.

By accessing our website, using our services, or providing your information, you acknowledge that you have read and understood this Privacy Policy.

INFORMATION WE COLLECT

We may collect personal information that you voluntarily provide, including:

Personal Information

• First and last name

• Email address

• Phone number

• Mailing address

• Company name

• Job title

• Billing information

• Payment information (processed through secure third-party providers)

Coaching and Program Information

• Coaching intake forms

• Assessment results

• Goal-setting information

• Leadership development information

• Workshop participation information

• Program participation information

• Survey responses

• Client communications

Technical Information

• IP address

• Browser type

• Device information

• Operating system

• Website activity

• Referring website information

• Cookies and analytics data

HOW WE USE YOUR INFORMATION

We may use your information to:

• Deliver coaching services

• Provide assessments and reports

• Schedule appointments

• Process payments

• Deliver digital products

• Communicate regarding services and programs

• Respond to inquiries

• Improve website functionality

• Improve client experience

• Analyze website performance

• Conduct internal business operations

• Send newsletters and educational content

• Promote services and events

• Comply with legal obligations

EMAIL COMMUNICATIONS

By subscribing to our newsletter, downloading resources, registering for events, scheduling appointments, or otherwise providing your email address, you may receive communications from Invitation To Succeed LLC.

These communications may include:

• Newsletters

• Educational content

• Program updates

• Event announcements

• Coaching resources

• Promotional offers

• Service-related communications

You may unsubscribe at any time by clicking the unsubscribe link included in emails or by contacting us directly.

COOKIES AND ANALYTICS

Our website may use cookies, tracking technologies, and analytics tools to improve user experience and measure website performance.

Cookies may be used to:

• Remember preferences

• Analyze website traffic

• Understand visitor behavior

• Measure marketing effectiveness

• Improve website functionality

Users may adjust browser settings to disable cookies; however, some website features may not function properly.

THIRD-PARTY SERVICE PROVIDERS

Invitation To Succeed LLC may utilize third-party providers to support business operations and service delivery.

Examples may include:

• Squarespace

• Stripe

• TidyCal

• Google Analytics

• Google Workspace

• Zoom

• Fathom AI

• Everything DiSC®

• CliftonStrengths®

• The Five Behaviors®

• Email marketing providers

• Learning management systems

• Scheduling systems

• Website hosting providers

These providers may access information necessary to perform their services but are not authorized to use your information for unrelated purposes.

Each provider maintains its own privacy policies and practices.

PAYMENT INFORMATION

Payment information is processed through secure third-party payment processors.

Invitation To Succeed LLC does not store complete credit card numbers or sensitive payment information on its own servers.

All payment transactions are subject to the privacy and security practices of the applicable payment processor.

ASSESSMENTS AND THIRD-PARTY PLATFORMS

Certain services may involve third-party assessment providers, including:

• Everything DiSC®

• CliftonStrengths®

• The Five Behaviors®

Information submitted through these platforms may also be governed by the privacy policies of those providers.

Invitation To Succeed LLC encourages users to review the privacy practices of any third-party platform utilized during service delivery.

COACHING CONFIDENTIALITY

Invitation To Succeed LLC respects the confidentiality of coaching conversations and personal information shared during coaching engagements.

Information disclosed during coaching sessions will not be intentionally shared with third parties except:

• With the client's consent

• As required by law

• To protect legal rights or business interests

• As necessary to operate business systems and service providers

While reasonable efforts are made to maintain confidentiality, absolute confidentiality cannot be guaranteed when using internet-based communication systems, cloud-based platforms, artificial intelligence tools, or other third-party technologies.

ARTIFICIAL INTELLIGENCE TOOLS

Invitation To Succeed LLC may utilize artificial intelligence technologies to support business operations and enhance client experience.

Examples may include:

• Meeting summaries

• Session notes

• Transcriptions

• Administrative support

• Workflow automation

• Content creation assistance

• Internal productivity systems

Information processed through such tools is handled in accordance with applicable privacy and security practices.

DATA SECURITY

Invitation To Succeed LLC takes reasonable administrative, technical, and organizational measures to protect personal information from unauthorized access, disclosure, misuse, alteration, or destruction.

However, no method of internet transmission, website, cloud platform, or electronic storage system can be guaranteed completely secure.

Users provide information at their own risk.

DATA RETENTION

Information may be retained for as long as reasonably necessary to:

• Provide services

• Maintain client records

• Comply with legal obligations

• Resolve disputes

• Enforce agreements

• Improve business operations

Information may be securely deleted, anonymized, or archived when no longer needed.

CHILDREN'S PRIVACY

Our services are intended for adults and business professionals.

We do not knowingly collect personal information from children under thirteen (13) years of age.

If we become aware that information has been collected from a child without appropriate consent, we will take reasonable steps to remove such information.

CALIFORNIA PRIVACY RIGHTS

If you are a California resident, you may have rights under applicable California privacy laws, including the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA).

Subject to applicable legal limitations, California residents may have the right to:

• Request access to personal information collected about them

• Request correction of inaccurate information

• Request deletion of personal information

• Request information regarding categories of personal information collected

• Request information regarding categories of third parties with whom information is shared

• Exercise privacy rights without discrimination

To exercise any applicable privacy rights, please contact us using the information below.

DO NOT SELL OR SHARE PERSONAL INFORMATION

Invitation To Succeed LLC does not sell personal information.

We do not sell, rent, lease, or trade personal information to third parties for monetary compensation.

BUSINESS TRANSFERS

In the event of a merger, acquisition, reorganization, sale of assets, financing transaction, dissolution, or other business transfer, personal information may be transferred as part of that transaction, subject to applicable privacy laws.

INTERNATIONAL USERS

If you access our website or services from outside the United States, you understand that your information may be transferred to, stored, and processed in the United States, where privacy laws may differ from those in your country of residence.

CHANGES TO THIS PRIVACY POLICY

Invitation To Succeed LLC reserves the right to modify this Privacy Policy at any time.

Updated versions will be posted on this website and become effective immediately upon posting.

Users are encouraged to review this Privacy Policy periodically.

CONTACT INFORMATION

Invitation To Succeed LLC

Website:
www.invitationtosucceed.com

Email:
info@invitationtosucceed.com

If you have questions regarding this Privacy Policy or wish to exercise applicable privacy rights, please contact us using the information above.

By using this website, purchasing products or services, participating in coaching programs, completing assessments, registering for workshops, subscribing to communications, or otherwise interacting with Invitation To Succeed LLC, you acknowledge that you have read, understood, and agreed to this Privacy Policy.