Privacy Policy


Who We Are

Envision Success Inc. ("Envision Success," "we," "our," or "us") respects your privacy and is committed to protecting the personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose, protect, and retain information when you visit our websites, participate in assessments, engage our leadership, mastermind, consulting, coaching, speaking, training, or facilitation services, or otherwise interact with our company.  


Information We Collect

 We may collect the following categories of information:

Contact Information
* Name
* Email address
* Phone number
* Company or organization name
* Job title

Service-Related Information
* Training registrations
* Coaching and consulting engagement information
* Assessment responses and reports, including Extended DISC assessments
* Survey responses
* Event participation records


Payment Information

Payments are processed through third-party payment processors. Envision Success Inc. does not store full credit card information. 


Website Information  

When you visit our website, certain information may be collected automatically, including:
* IP address
* Browser type
* Device information
* Pages visited
* Date and time of access
* Referral source


How We Use Information

We use information to:
* Deliver leadership development, coaching, consulting, facilitation, speaking, and training services
* Administer assessments and provide reports
* Schedule appointments and events
* Process payments
* Communicate regarding services and programs
* Respond to inquiries
* Improve our services and user experience
* Meet legal, contractual, and business obligations

Assessment Data
Assessment information, including Extended DISC assessment responses and reports, is treated as confidential and is used solely for assessment, coaching, training, consulting, facilitation, and reporting purposes.

Assessment results are shared only with authorized participants and designated client representatives as agreed upon during the engagement. 

Mobile-specific (SMS)

Data Sharing
• Customer data is not shared with 3rd parties for promotional or marketing purposes.
• Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.

Envision Success Inc Messaging Terms and Conditions
1. The messaging program consists of general conversational messaging to answer questions and provide support to customers, promotional offers or discounts, any promotion of your products/services.
2. You can cancel the SMS service at any time. Just text 'STOP' to the phone number from which you received messages. After you send the SMS message 'STOP' to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at heather@envisionsuccessinc.com.
4. Carriers are not liable for delayed or undelivered messages.
5. As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency will vary based on communication needs. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
6. If you have any questions regarding privacy, please read our privacy policy contained in the rest of this document/page.


Information Sharing  

We do not sell personal information.

We may share information with trusted service providers who assist in operating our business, including:
* Extended DISC assessment platform
* EngageBay CRM and marketing platform and related integrated services
* Circle community platform
* Acuity Scheduling
* PayPal or Stripe payment processing
* Google Workspace and related productivity services
* Website hosting and analytics providers

These providers are authorized to access information only as necessary to perform services on our behalf.  We may also disclose information when required by law or to protect legal rights.


Data Security  

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure.

These safeguards may include:
* Password-protected systems
* Multi-factor authentication where available
* Secure cloud-based storage
* Encrypted data transmission
* Access controls based on business need
* Software and security updates

No method of transmission or storage can be guaranteed to be 100% secure; however, we take commercially reasonable steps to protect information.  


Data Retention  

We retain information only as long as necessary to:
* Deliver services
* Maintain business records
* Comply with legal obligations
* Resolve disputes
* Enforce agreements

When information is no longer required, it is securely deleted or destroyed.   


Cookies and Analytics  

Our websites may use cookies and similar technologies to improve functionality, analyze website traffic, and enhance user experience.  You may adjust your browser settings to refuse cookies; however, some website features may not function properly.  

Third-Party Websites  
Our websites and communications may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.  

Your Rights   

Depending on applicable laws and regulations, you may have rights regarding your personal information, including the right to:
* Request access to information we maintain about you
* Request correction of inaccurate information
* Request deletion of information where legally permitted
* Opt out of marketing communications

To exercise these rights, contact us using the information below.  


Children's Privacy   

Our services are intended for adults and professional audiences. We do not knowingly collect information from children under the age of 16.  

Changes to This Policy   

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.  


Contact Information  

Envision Success Inc.
Email: privacy  @  envisionsuccessinc   .   com
Website: https://www.envisionsuccessinc.com

Questions regarding this Privacy Policy may be directed to the contact information above.

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