Privacy Policy

Scope of This Policy

This Privacy Policy applies to personal information collected through:

• our websites, including https://www.shaunamoran.com and related domains,

• booking links, intake forms, and scheduling tools,

• client communications and service delivery,

• participation in coaching, mentoring, consulting, training, facilitation, courses, or community experiences, and

• systems used to support operational and administrative functions.

This Policy should be read in conjunction with our Terms & Conditions and any applicable written agreements, which may include additional confidentiality or privacy provisions specific to an engagement.

Information We Collect

INFORMATION PROVIDED DIRECTLY

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

• name,

• email address,

• phone number,

• company name and professional role,

• billing and payment-related information,

• intake responses, reflections, or written submissions, and

• information shared during coaching sessions, programs, courses, or service delivery.

Information shared within the context of coaching or mentoring work is treated as confidential and handled in accordance with applicable professional standards and agreements.

Where coaching services are provided, practitioners operate in alignment with recognized professional coaching standards, including ethical obligations related to confidentiality, integrity, and appropriate data handling.

INFORMATION COLLECTED AUTOMATICALLY

When you visit our website or interact with our systems, limited technical information may be collected automatically, including:

• IP address,

• browser or device information,

• usage data related to site functionality and performance, and

• basic analytics data provided through our website hosting platform.

We do not knowingly collect sensitive personal data such as medical records, mental health records, or government-issued identification numbers.

How We Use Personal Information

Personal information is collected and used solely for legitimate business and professional purposes, including:

• scheduling and delivering services, programs, and courses,

• responding to inquiries and requests,

• managing client relationships and administrative records,

• invoicing and payment processing,

• sending newsletters or updates where you have expressly opted in,

• providing requested resources, assessments, or materials related to our services, 

• communicating service-related or transactional information, and

• evaluating and improving our services and operations.

We do not sell, rent, or trade personal information.

Communications

EMAIL COMMUNICATIONS

Email is our primary communication channel and may be used for:

• scheduling confirmations and reminders,

• service-related updates and materials,

• administrative or transactional communications, and

• information relevant to participation in or inquiry about our services.

Newsletter communications are sent only where explicit opt-in consent has been provided.

You may opt out of non-essential communications at any time by following the instructions provided or by contacting us directly at info@shaunamoran.com. Essential transactional communications for service delivery, administration, or account management may continue as required.

SMS AND PHONE COMMUNICATIONS

Text messaging and phone communications may be used through approved systems for purposes such as scheduling, reminders, service coordination, and other operational, transactional, or participation-related communications. Such communications are sent only where appropriate consent has been provided.

You may opt out of text message communications at any time by following the instructions provided in the message (for example, by replying STOP), or by contacting us directly at info@shaunamoran.com.

Cookies and Website Analytics

Our website is hosted on Squarespace, which uses cookies and similar technologies to support essential site functionality and analytics. We do not collect or store client records through our website.

Cookies help us understand website usage patterns and improve performance. You may manage cookie preferences through your browser settings.

Data Sharing and Service Providers

Personal information may be shared with trusted service providers solely as necessary to support our operations, including:

• GoHighLevel (CRM, forms, scheduling, communications),

• Stripe and QuickBooks Online (billing and payment processing),

• Zoom (video conferencing),

• Thinkific (course delivery and learner account access),

• Beehiiv (newsletter distribution, where opt-in consent is required),

• Circle (community platform),

• Google Workspace (internal administration and document collaboration, where clients opt in), and

• ClickUp (for select retainer clients, by invitation only).

These providers are granted access only to the information required to perform their services and are expected to maintain appropriate confidentiality and security standards.

We do not share personal information for third-party advertising or marketing purposes.

MOBILE MESSAGING DATA PROTECTION

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Storage and Security

Personal information is primarily stored on secure servers located in the United States. Access is limited to individuals who require the information for service delivery, administration, or compliance purposes.

We implement reasonable administrative, technical, and organizational safeguards to protect personal information against unauthorized access, misuse, loss, or disclosure.

While we take reasonable steps to protect personal information, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Data Retention

Personal information is retained only for as long as necessary to:

• deliver services, programs, or courses,

• comply with legal, financial, or regulatory requirements, and

• support operational needs.

Session notes and coaching-related materials are stored securely for the duration of the engagement and disposed of thereafter in accordance with data privacy best practices. Billing and financial records are retained as required by law.

Your Rights

You may request to:

• access personal information we hold about you,

• correct or update inaccurate information, or

• request deletion of personal information, where appropriate.

Certain information may be retained where required to meet legal, financial, or contractual obligations. Requests may be submitted to info@shaunamoran.com. These rights may be subject to limitations under applicable law, and requests will be handled in accordance with applicable privacy laws based on your jurisdiction.

International Considerations

The Company is based in Texas, United States, and serves clients globally. Personal information may be transferred to and stored in the United States and is handled in accordance with applicable privacy and data protection laws.

Children’s Privacy

Our services are intended for adults. We do not knowingly collect personal information from individuals under the age of 18.

Updates to This Policy

This Privacy Policy may be updated periodically to reflect changes in our services, systems, or legal requirements. Updates will be posted on this page with a revised effective date.

Contact

Questions regarding this Privacy Policy or the handling of personal information may be directed to:
info@shaunamoran.com