Privacy Policy

Company: Kate Woods Executive Solutions (Albany, Oregon)

Website: www.kwexecutive.solutions

At Kate Woods Executive Solutions, we approach your personal and operational data with the same integrity and care that we bring to your business systems. We are committed to protecting your privacy and ensuring you understand how we collect, use, and protect your information.

1. Information We Collect

To help you prune operational chaos and cultivate sustainable growth, we collect information that helps us design right-sized processes for your business. This includes:

- Contact Information: Your name, email address, phone number, business name, and website, which you provide when booking a Discovery Chat, scheduling Coffee with Kate, or completing a contact form.

- Operational & Intake Data: Information you share to "prepare your soil" via our intake forms—such as your current software tools, operational pain points, team structure, and business challenges.

- Billing Information: Payment details processed securely through our third-party payment gateways. We do not store credit card numbers directly on our servers.

- Usage Data: Standard cookies and analytics data showing how you navigate www.kwexecutive.solutions, helping us refine our site's user experience.

2. How We Use Your Information

We use the collected information to:

- Deliver, build, and optimize your systems across The Trellis framework.

- Facilitate collaborative working sessions and manage follow-up communication.

- Process secure payments and issue custom service agreements.

- Send occasional, highly valuable resources, newsletters, or community operational tips if you have explicitly opted into our mailing list. You may opt out of these communications at any time.

3. Data Protection and Confidentiality

- No Selling of Data: We do not sell, rent, trade, or distribute your personal or business information to third-party advertisers or external agencies.

- Secure Systems: We use industry-standard encryption, secure cloud storage, and protective security policies to protect your business systems and client details from unauthorized access.

- Client Information Protection: Because we serve diverse-owned micro-businesses, solopreneurs, and legacy businesses, we hold your internal standard operating procedures, dashboards, and growth plans in strict confidence.

4. Third-Party Integrations

In the course of building your custom automation and workflows (through The Greenhouse Lab), we may connect various third-party applications (such as Zapier, project management tools, or CRM software). Each of these applications is governed by its own respective privacy policy. We encourage you to review their terms, as we do not control their independent data practices.

5. Your Rights and Access

You have the right to:

- Request access to the personal and business data we hold about you.

- Request updates or corrections to outdated or inaccurate information.

- Request that we delete your contact or intake records from our systems (subject to our legal obligations to retain transactional and financial logs).

- To make any of these requests, please contact us at [email protected].

6. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our services, local regulations, or operational tools. When updates occur, we will adjust the "Effective Date" at the top of this page.

7. Contact Us

For questions regarding this Privacy Policy, your data safety, or how we manage your information, please contact:

Company Name: Kate Woods Executive Solutions

Email: [email protected]

Phone: 503-496-8448

Mailing Address: Albany, Oregon