Contact information: Name, email, phone number, and business name provided when booking a Gameplan Call or contacting us.
Business information: Revenue range, offer details, client volume, current tools, hours worked, and operational details shared during audit or onboarding.
Usage data: Pages visited, time on page, referral source, browser type, device info, and IP address.
Communication data: Records of emails, Voxer messages, call recordings, implementation call notes, and consultation transcripts.
Client system data: If you use systems we build together, we may access CRM data, lead data, form submissions, and automation logs as part of service delivery.
Deliver, operate, and improve the CEO Switch program and related services
Process Gameplan Call bookings and program onboarding
Communicate with you about your account, sessions, and deliverables
Send marketing communications with your consent (withdrawable at any time)
Analyze program performance and client outcomes
Comply with legal and regulatory obligations
Service providers: Hosting, analytics, CRM platforms (GoHighLevel, FG Funnels), payment processors, and communication tools.
Business transfers: In connection with a merger, acquisition, or sale of assets.
Legal requirements: When required by law, court order, or to protect our rights and safety.
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