Privacy Policy

1. Overview

Focused to Scale (“Focused to Scale,” “we,” “us,” or “our”) is a coaching and consulting company based in British Columbia, Canada. We do business primarily with clients in the United States of America and may serve clients in Canada or other jurisdictions.

This Privacy Policy explains how we collect, use, disclose, store, and protect personal information when you visit our websites, book appointments, purchase services, participate in coaching or consulting, receive SMS/text reminders, communicate with us, or otherwise interact with us.

2. Personal Information We Collect

The personal information we collect depends on how you interact with us. It may include:

Identity and contact information, such as your name, email address, phone number, mailing address, business name, role, and social media or account handles.

Appointment and service information, such as booking details, attendance, intake responses, goals, challenges, notes, session history, and communications with us.

Payment and transaction information, such as purchases, invoices, billing details, subscription status, and payment confirmation. Full payment card details are generally processed by third-party payment processors and not stored by us.

SMS/text messaging information, such as your mobile number, opt-in status, opt-out requests, appointment reminders, and message delivery or engagement data.

Marketing and communication information, such as email preferences, form submissions, survey responses, feedback, testimonials, and interactions with our emails or advertisements.

Technical and usage information, such as IP address, device information, browser type, referring pages, pages viewed, approximate location, cookies, pixels, analytics data, and log information.

We ask that you not provide highly sensitive information unless it is reasonably necessary for the service you are requesting. Coaching and consulting are not medical or mental health services.

3. How We Collect Information

We may collect personal information directly from you, automatically through digital tools, or from service providers and third-party platforms you use to interact with us.

Directly from you when you complete forms, book calls, send emails, join programs, submit payment information, participate in sessions, reply to surveys, or communicate by phone, email, SMS, video call, or chat.

Automatically when you visit our websites, landing pages, checkout pages, emails, or client portals through cookies, pixels, analytics tools, and similar technologies.

From third-party tools we use for scheduling, payment processing, email marketing, SMS messaging, client management, course hosting, advertising, analytics, and communications.

4. Purposes for Using Personal Information

We collect and use personal information for purposes that are reasonable in the circumstances, including to:

Provide coaching, consulting, courses, resources, appointments, client support, and related services.

Schedule sessions, send appointment reminders, send upcoming meeting notices, and manage cancellations or rescheduling.

Process payments, invoices, subscriptions, refunds, and account administration.

Communicate with you about services, purchases, support requests, updates, offers, resources, and events.

Personalize your client experience and improve our content, services, systems, communications, and marketing.

Maintain business records, troubleshoot problems, prevent fraud, protect security, and enforce our agreements.

Comply with legal, regulatory, tax, accounting, and reporting obligations.

5. Consent and Legal Bases

Where required, we collect, use, and disclose personal information with your consent. Consent may be express, implied by your actions, or otherwise permitted by law. You may withdraw consent where legally available, but doing so may limit our ability to provide services or communicate with you.

We may also process personal information where necessary to perform a contract with you, take steps at your request before entering a contract, comply with legal obligations, protect legitimate business interests, prevent fraud or abuse, or as otherwise permitted by applicable law.

6. SMS/Text Messaging Privacy

We use SMS/text messaging primarily to remind clients of appointment times, upcoming meetings, scheduling changes, and service-related updates. If we send promotional text messages, we will seek consent where required by law.

Opt-in: You may opt in by providing your mobile number through a booking form, intake form, checkout page, written communication, or other consent mechanism.

Opt-out: You may opt out of SMS/text messages at any time by replying STOP or contacting [email protected].

Help: You may reply HELP or contact [email protected] for assistance.

Sharing: We do not sell your mobile number. We may share SMS-related information with messaging service providers that help us deliver and manage text messages.

Charges: Message and data rates may apply depending on your mobile carrier and plan.

7. Marketing Communications

We may send emails, text messages, or other communications about our services, resources, events, offers, and updates where permitted by law. You can unsubscribe from marketing emails using the unsubscribe link in the email or by contacting us. You can opt out of SMS/text messages by replying STOP.

Even if you opt out of marketing, we may still send non-promotional administrative or transactional communications, such as appointment reminders, purchase confirmations, account notices, service updates, or legal notices.

8. Cookies, Pixels, Analytics, and Advertising

Our websites, landing pages, emails, and advertisements may use cookies, pixels, tags, analytics tools, and similar technologies to understand usage, improve services, measure advertising performance, remember preferences, and support marketing.

You can usually adjust cookie settings in your browser. Disabling cookies may affect how some website features function. Third-party platforms may also provide their own opt-out or preference tools.

9. How We Share Personal Information

We may disclose personal information when reasonably necessary for the purposes described in this Privacy Policy, including to:

Service providers and contractors who help us operate our business, such as scheduling platforms, email providers, SMS providers, payment processors, video conferencing tools, client portals, course platforms, analytics providers, advertising platforms, hosting providers, IT support, and professional advisors.

Legal, regulatory, tax, accounting, or enforcement authorities where required or permitted by law.

Successors or potential successors in connection with a merger, acquisition, financing, sale of assets, restructuring, or similar business transaction, subject to appropriate safeguards where required.

Other parties with your consent or at your direction.

We do not sell personal information in the ordinary meaning of selling data for money. If any applicable privacy law defines “sale” or “sharing” more broadly, we will comply with any applicable notice, opt-out, or consent requirements.

10. International Transfers

Because we are based in Canada and do business primarily in the United States, your personal information may be stored, processed, or accessed in Canada, the United States, or other countries where we or our service providers operate. Privacy laws in those jurisdictions may differ from the laws where you live.

When we use service providers, we take reasonable steps to require them to protect personal information and use it only for authorized purposes.

11. Retention

We retain personal information only as long as reasonably necessary for the purposes described in this Privacy Policy, to provide services, maintain business records, comply with legal obligations, resolve disputes, enforce agreements, prevent fraud, and support legitimate business needs.

Retention periods vary depending on the type of information, the nature of our relationship with you, legal requirements, and operational needs.

12. Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, collection, use, disclosure, copying, modification, disposal, or similar risks. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

13. Your Privacy Rights and Choices

Depending on where you live and the laws that apply, you may have rights to access, correct, update, delete, restrict, or receive a copy of certain personal information, withdraw consent, opt out of certain marketing or targeted advertising, or complain to a privacy regulator.

To make a privacy request, contact us at [email protected]. We may need to verify your identity before responding. We will respond within the timeframe required by applicable law.

14. Children’s Privacy

Our services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, please contact us so we can take appropriate steps.

15. Third-Party Links and Platforms

Our websites, emails, client portals, or materials may link to third-party websites, platforms, applications, or services. We are not responsible for the privacy practices, content, or security of third parties. You should review their privacy policies and terms before using them.

16. Complaints and Questions

If you have questions, concerns, or complaints about this Privacy Policy or our handling of personal information, contact us at [email protected] or by mail at Focused to Scale, 1001 Richards Street, Vancouver, BC, Canada.

If you are not satisfied with our response, you may have the right to contact the privacy regulator in your jurisdiction, such as the Office of the Information and Privacy Commissioner for British Columbia, the Office of the Privacy Commissioner of Canada, or an applicable U.S. state privacy authority.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be effective when posted, provided, or otherwise made available, unless a different effective date is stated. Your continued interaction with us after the updated policy becomes effective means you acknowledge the updated policy.

18. Contact Information

Focused to Scale
1001 Richards Street, Vancouver, BC, Canada
Email: [email protected]