Charles Stokoe Consulting collects contact information including name, email, phone number, and business details. We use this information to respond to inquiries, deliver consulting services, and send appointment reminders and marketing communications via email and SMS. SMS opt-in data will never be shared with, sold to, or transferred to any third parties for marketing purposes. We use cookies and analytics tools to improve our website. We implement security measures including encrypted storage and access controls. Users may request access, correction, or deletion of their data, and may opt out of SMS at any time by replying STOP or emailing [email protected].
Charles Stokoe Consulting
Our Commitment to Transparency & Your Privacy
Charles Stokoe Consulting is committed to protecting your personal information and communicating with you only on your terms. Please review our policies below.
Privacy Policy
1. Who We Are
Charles Stokoe Consulting ("we," "us," or "our") is an independent business consulting practice headquartered in Keller, Texas. We specialize in cash flow enhancement, expense reduction, tax credit identification, and related financial advisory services for businesses nationwide. Our website is www.charlesstokoeconsulting.com. You may contact us at [email protected] or 817-756-9594.
2. Information We Collect
When you interact with our website, contact forms, scheduling tools, or opt-in forms, we may collect the following categories of personal information:
- Contact Information: First and last name, business name, email address, phone number (including mobile number), and mailing address.
- Business Information: Industry type, number of employees, annual revenue range, and details about your business's financial situation as voluntarily provided.
- Communication Data: Records of emails, form submissions, appointment bookings, and SMS messages exchanged between you and our practice.
- Technical Data: IP address, browser type, device type, referring pages, pages visited, time spent on pages, and general geographic location collected automatically via cookies and analytics tools when you visit our website.
- SMS Consent Data: When you opt in to receive SMS communications, we record your consent, the date and time consent was given, the form or method used to provide consent, and your mobile phone number.
3. How We Use Your Information
We use the information we collect for the following purposes:
- To respond to your inquiries and schedule consultations
- To deliver consulting services you have requested or expressed interest in
- To send you appointment reminders, follow-up messages, and service-related communications via email or SMS
- To provide you with information about tax credits, expense reduction programs, or other services that may benefit your business
- To improve our website experience and understand how visitors interact with our content
- To maintain records of communications and consent for legal and compliance purposes
- To comply with applicable laws, regulations, and legal obligations
4. SMS / Text Message Communications & Opt-In Details
If you provide your mobile phone number and opt in to receive SMS text messages from Charles Stokoe Consulting, we may send you recurring automated marketing and informational messages including: tax credit program updates, expense reduction tips, appointment reminders, consultation follow-ups, and business savings information.
Message frequency: Varies — typically fewer than 4 messages per month during active engagements.
Message & data rates may apply depending on your wireless carrier plan.
To opt out: Reply STOP to any message at any time. You will receive one final confirmation and no further messages will be sent. Reply HELP for assistance.
SMS consent is not a condition of purchasing any goods or services from Charles Stokoe Consulting.
⚠ CRITICAL — No Sharing of SMS Opt-In Data: Mobile opt-in data and consent obtained for SMS communications will NOT be shared with, sold to, rented to, or transferred to any third parties for their own marketing purposes under any circumstances. Your phone number and SMS consent information is used solely by Charles Stokoe Consulting to communicate directly with you.
5. How We Share Your Information
We do not sell your personal information. We do not purchase, rent, or obtain contact information from third-party or affiliate lead lists. All contacts are acquired through direct opt-in only.
We may share information only in the following limited circumstances:
- CRM and Marketing Automation Platforms: We use GoHighLevel (operating as our AOAM platform) to manage contacts, appointments, and communications. This platform stores your information securely on our behalf.
- Partner Programs: When you express interest in services facilitated through our partners (GMG Savings, Stryde Savings, or similar programs), relevant contact information may be shared with those partners solely to fulfill the requested service.
- Legal Compliance: We may disclose information as required by law, court order, or governmental authority.
All third-party service providers are contractually required to protect your information and may not use it for any purpose beyond what is necessary to perform their function. SMS opt-in data is never shared with third parties for marketing purposes.
6. Data Security Practices
We take the security of your personal information seriously and implement appropriate technical and organizational measures to protect it against unauthorized access, disclosure, alteration, or destruction. These measures include:
- Storage of contact and communication data within our secure CRM platform (GoHighLevel/AOAM), which maintains industry-standard encryption and access controls
- Limiting access to personal information to staff and service providers who need it to perform their functions
- Using secure HTTPS connections on all pages of our website
- Retaining personal information only for as long as necessary to fulfill the purposes described in this policy
While we take reasonable steps to protect your information, no method of transmission over the internet or electronic storage is 100% secure. If you have concerns about the security of your information, please contact us at [email protected].
7. Cookies & Tracking Technologies
Our website uses cookies and similar tracking technologies to enhance user experience and analyze site traffic. Cookies are small data files placed on your device that allow us to recognize your browser and remember certain information.
Types of cookies we may use:
- Essential Cookies: Necessary for the website to function properly
- Analytics Cookies: Help us understand how visitors interact with our website (e.g., Google Analytics)
- Marketing Cookies: Used to track visitors across websites to display relevant advertisements
You may adjust your browser settings to refuse cookies or alert you when cookies are being sent; however, some features of the site may not function properly as a result. Most browsers also allow you to delete cookies that have already been set.
8. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes described in this policy, maintain our business records, or comply with applicable legal obligations. Consultation-related records are generally retained for seven (7) years in accordance with standard professional practice. SMS consent records are retained for a minimum of four (4) years for compliance purposes.
9. Your Rights & Choices
You have the following rights regarding your personal information:
- Access: Request a copy of the personal information we hold about you
- Correction: Request correction of inaccurate or incomplete information
- Deletion: Request deletion of your information, subject to legal retention requirements
- Opt-Out of SMS: Reply STOP to any text message to immediately stop receiving SMS from us
- Opt-Out of Email: Click the unsubscribe link in any email, or email us directly to be removed
- Opt-Out of Marketing: Contact us at any time to be removed from marketing lists
To exercise any of these rights, please contact us at: [email protected] or call 817-756-9594. We will respond to your request within a reasonable time.
10. Age Restriction
Our services are directed solely to business owners and professionals who are 18 years of age or older. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have collected such information, we will delete it promptly.
11. Updates to This Policy
We reserve the right to update this Privacy Policy at any time. Changes will be reflected by the "Last Updated" date at the top of this page. Continued use of our website or services after any update constitutes your acceptance of the revised policy. We encourage you to review this policy periodically.
12. Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact us:
- Charles Stokoe Consulting
- Keller, Texas
- Phone: 817-756-9594
- Email: [email protected]
- Website: www.charlesstokoeconsulting.com
Terms of Service
1. Acceptance of Terms
By accessing or using the website located at www.charlesstokoeconsulting.com, scheduling a consultation, submitting a contact form, or engaging with any service offered by Charles Stokoe Consulting, you agree to be bound by these Terms of Service. If you do not agree, please do not use our website or services.
2. Nature of Services
Charles Stokoe Consulting provides independent business consulting services focused on cash flow improvement strategies, including but not limited to:
- Identification of applicable federal and state tax credits (WOTC, R&D Tax Credits, etc.)
- Expense reduction analysis (merchant credit card fees, Worker's Compensation premiums, commercial property taxes)
- Cost segregation analysis for real estate investors
- Medical underpayment recovery review
- Referral to and facilitation of services through partner programs (GMG Savings, Stryde Savings)
All services are provided as general business consulting and are not intended to constitute legal advice, certified public accounting services, investment advice, or tax preparation.
3. No Guarantee of Results
While we have a strong track record of helping businesses identify savings opportunities, Charles Stokoe Consulting makes no guarantee of specific financial outcomes, tax credit amounts, or cost savings. Results vary based on each client's unique business circumstances, eligibility criteria, and applicable laws in effect at the time of service.
4. Client Responsibilities
To receive services, clients agree to:
- Provide accurate, complete, and truthful information about their business
- Cooperate in a timely manner with information requests and documentation needs
- Maintain their own independent accounting and legal counsel for matters outside the scope of this consulting practice
- Notify us promptly of any changes in their business circumstances that may affect the services being provided
5. Appointment & Scheduling Policy
Consultations scheduled through our website are subject to availability and may be modified or cancelled by either party with reasonable notice. We request at least 24 hours' notice for cancellations to allow us to serve other clients in need.
6. Age Restriction
You must be at least 18 years of age to use our services or submit your information through our website. By using our services, you represent and warrant that you are 18 years of age or older.
7. SMS Communication Terms
By providing your mobile phone number and consenting to SMS communications, you authorize Charles Stokoe Consulting to send you recurring automated marketing and informational text messages including tax credit updates, expense reduction tips, appointment reminders, and business savings information.
Message frequency: Typically fewer than 4 messages per month. Message & data rates may apply.
To opt out: Reply STOP to any message at any time. Reply HELP for assistance or contact us at [email protected] or 817-756-9594.
Continued use of our services does not require consent to SMS communications. SMS consent is not a condition of any purchase.
Carrier Liability Disclaimer: Wireless carriers (including but not limited to AT&T, Verizon, T-Mobile, and others) are not liable for delayed or undelivered SMS messages. Message delivery is subject to network availability and carrier policies, which are beyond the control of Charles Stokoe Consulting. Charles Stokoe Consulting is not responsible for any delays or failures in message delivery caused by carrier networks or other factors outside our control.
8. Intellectual Property
All content on this website — including text, graphics, logos, and service descriptions — is the property of Charles Stokoe Consulting or its licensed partners and is protected by applicable copyright and intellectual property laws. You may not reproduce, distribute, or create derivative works from our content without prior written permission.
9. Third-Party Links & Partners
Our website contains links to partner programs including GMG Savings, Stryde Savings, and other third-party resources. Charles Stokoe Consulting is not responsible for the content, privacy practices, or terms of those external sites. We encourage you to review the terms and privacy policies of any third-party sites you visit.
10. Limitation of Liability
To the fullest extent permitted by applicable law, Charles Stokoe Consulting shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our website or services, including but not limited to loss of revenue, loss of data, or business interruption.
11. Governing Law
These Terms of Service are governed by the laws of the State of Texas without regard to conflict of law principles. Any disputes shall be resolved in the appropriate courts of Tarrant County, Texas.
12. Changes to These Terms
We reserve the right to update these Terms of Service at any time. Continued use of our website or services following any update constitutes your acceptance of the revised terms.
13. Contact
Questions regarding these Terms of Service may be directed to:
- Charles Stokoe Consulting | Keller, Texas
- Phone: 817-756-9594
- Email: [email protected]
- Privacy Policy | SMS Policy
SMS Communications Policy
1. Program Description
Charles Stokoe Consulting sends recurring automated marketing and informational SMS text messages to individuals who have explicitly opted in. Message types include:
- Appointment Reminders: Reminders for scheduled consultations, calls, and follow-up meetings
- Consultation Follow-Ups: Post-meeting notes, next steps, and requested information
- Service Updates: Tax credit program updates, expense reduction opportunities, and savings program information
- Marketing Messages: Business savings tips, new program announcements, and relevant industry updates
- General Business Inquiries: Responses to questions submitted through our website contact forms
2. How to Opt In
You may opt in to receive SMS messages from Charles Stokoe Consulting by:
- Checking the SMS consent checkbox on our website opt-in or contact forms at charlesstokoeconsulting.com/contact-optin
- Verbally providing consent during a phone consultation, confirmed in writing
- Texting START to our business number after being invited to do so
Consent to receive SMS messages is not required to receive consulting services or to access any resources on our website.
3. Message Frequency
Message frequency varies based on the nature of your engagement. During an active consultation period, you may receive up to 4–8 messages per month. Outside of active engagements, communications are typically limited to periodic service updates or appointment-related messages.
4. Message & Data Rates
Message and data rates may apply. Standard SMS and data rates charged by your mobile carrier apply to all messages sent and received. Charles Stokoe Consulting does not charge any additional fee for SMS communications.
5. How to Opt Out
You may opt out of SMS communications at any time by:
- Replying STOP to any text message you receive from us
- Emailing [email protected] with your request to be removed
- Calling us at 817-756-9594 and requesting opt-out
After you send STOP, you will receive one final confirmation message and no further SMS messages will be sent, except as required by law.
6. How to Get Help
Reply HELP to any message, or contact us directly:
- Email: [email protected]
- Phone: 817-756-9594
7. No Sharing of SMS Opt-In Data
Your mobile opt-in data will NEVER be sold, shared, rented, or transferred to any third parties for marketing purposes. This applies under all circumstances. Your phone number and SMS consent are used solely by Charles Stokoe Consulting to communicate directly with you.
8. Supported Carriers
Our SMS program is compatible with all major U.S. wireless carriers including AT&T, Verizon, T-Mobile, Sprint, and others. Carrier availability may vary. Carriers are not liable for delayed or undelivered messages.
9. Compliance
Charles Stokoe Consulting's SMS messaging program is registered under the A2P 10DLC (Application-to-Person 10-Digit Long Code) framework as required by U.S. mobile carriers.
Opt-In Consent Disclosure
Required Consent Block — Live Demo
Example: Contact / Inquiry Form
Plain-Text Copy — Paste Into AOAM Form Builder
By checking this box, I provide my express written consent to receive recurring automated marketing and informational SMS text messages from Charles Stokoe Consulting at the phone number provided. Message types include tax credit updates, savings tips, and appointment reminders. Message frequency may vary (up to 4–8 messages/month). Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for assistance. Consent is not a condition of any purchase. View our Privacy Policy and Terms of Service at www.charlesstokoeconsulting.com/compliance.
Fine Print (below checkbox)
SMS consent is not required to receive services. Carriers are not liable for delayed or undelivered messages.
AOAM Implementation Checklist
- ☐ Add phone number field to every contact and booking form
- ☐ Add unchecked checkbox (NOT pre-checked) with the consent language above
- ☐ Do NOT mark the consent checkbox as required
- ☐ Add fine-print line below the checkbox
- ☐ Hyperlink "Privacy Policy" → /compliance
- ☐ Hyperlink "Terms of Service" → /compliance
- ☐ Add footer links to Privacy Policy, Terms of Service, and SMS Policy on all pages
- ☐ Confirm opt-in is recorded with timestamp in the GHL contact record
- ☐ Set up STOP keyword automation in AOAM to immediately remove SMS consent tag
Footer Link Block
Privacy Policy | Terms of Service | SMS Policy
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