PRIVACY POLICY

Privacy Policy

Effective Date: 11/24/2025

Work Smarter Digital, LLC

Work Smarter Digital (“we,” “our,” “us”) is committed to protecting your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your data when you interact with our website, services, programs, events, and digital tools.

1. Information We Collect

We may collect the following types of information:

A. Personal Information You Provide

Name

Email address

Phone number

Company name

Billing information (processed via secure third-party payment providers)

Information submitted through forms, surveys, community portals, or CRM systems

Files or documents you manually upload

B. Automatically Collected Information

IP address

Browser type and device information

Pages viewed and time spent on the website

Cookies and tracking technologies (for analytics and site functionality)

C. Information Collected Through Our CRM & AI Tools

If you use our software systems (including Work Smarter CRM, HighLevel-based solutions, automated workflows, or AI assistants), we may collect:

Contact records you enter (e.g., clients, leads, team members)

Activity logs and communication history

Usage and performance data

AI interaction transcripts (for improvement and troubleshooting)

2. How We Use Your Information

We use your information to:

Provide and improve our products, coaching programs, and CRM services

Deliver purchased services, snapshots, automations, or digital assets

Communicate important updates, support messages, or training notices

Process payments and manage subscriptions

Send marketing emails or newsletters (you may opt out at any time)

Personalize your experience and recommend relevant tools or content

Maintain security and system integrity

Comply with legal and regulatory requirements

We do not sell your personal data.

3. How We Share Your Information

We may share your data with trusted third parties only when necessary:

Service providers (e.g., HighLevel, payment processors, email platforms)

Technology partners who support system functionality

Contractors or VAs who work under confidentiality agreements

Legal authorities if required by law

We do not sell, rent, or trade your data for advertising purposes.

4. Data Protection & Security

We take data protection seriously.
We use safeguards such as:

Secure servers and encrypted connections

Limited access controls

Regular system updates and security monitoring

Confidentiality agreements for contractors and staff

No online system is 100% secure, but we follow industry best practices to protect your information.

5. Cookies & Tracking Technologies

We use cookies for:

Website performance

Analytics

Personalization

Advertising (limited, and only with your consent)

You can modify cookie settings in your browser at any time.

6. Your Rights & Choices

Depending on your location, you may have the right to:

Access personal information we hold about you

Correct or update your information

Request deletion of your data

Opt out of marketing communications

Request a copy of your data

Limit or restrict certain processing activities

To make a request, contact us at
[email protected]

7. Data Retention

We keep your information only as long as necessary to:

Provide services

Maintain accurate business records

Satisfy legal requirements

If you close your account or request deletion, we will securely remove data according to applicable laws unless retention is required.

8. Third-Party Links

Our site may link to third-party websites.
We are not responsible for the privacy practices of those sites, and we encourage you to review their policies.

9. Children’s Privacy

Our services are not intended for individuals under 18.
We do not knowingly collect children’s personal information.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.
The “Effective Date” will always reflect the most recent version.

11. Contact Us

For questions or concerns about this Privacy Policy, contact:

Work Smarter Digital, LLC

Email: [email protected]
Website: www.worksmarterdigital.com