Privacy Policy

Privacy Policy

Charles Stokoe Consulting  |  Effective: January 1, 2025  |  Updated: June 2025

1. Introduction & Who We Are

Charles Stokoe Consulting ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and share information when you visit our website or use our services. It also includes important SMS privacy and compliance details.

Charles Stokoe Consulting is an independent business consulting practice headquartered in Keller, Texas. Contact us at [email protected] | 817-756-9594 | www.charlesstokoeconsulting.com.

2. Information We Collect

We collect the following personal information when you interact with our website, forms, or scheduling tools:

Personal Information:

• Name, business name, email address, phone number (including mobile number), and mailing address
• Industry type, number of employees, revenue range, and financial details you voluntarily share
• Payment information when you make a purchase or request a service
• Opt-in records and timestamps for all communication channels (SMS, email, etc.) — including separate records for transactional and marketing SMS consent

Non-Personal Information:

• IP address, browser type, device information
• Website usage patterns and analytics
• Cookies and similar technologies

Customer Communication:

• Records of inquiries and service requests
• Appointment details and preferences
• Service history and feedback

3. How We Use Your Information

We use collected data for:

• Providing and improving our services
• Processing transactions and payments
• Communicating with you about your inquiries, appointments, and service-related updates
• Sending appointment reminders, follow-ups, and marketing communications via email or SMS, according to the specific consent(s) you've provided
• Providing information about tax credits, expense reduction programs, and savings opportunities
• Enhancing website functionality and user experience
• Ensuring security and fraud prevention
• Maintaining records of your communication preferences and consent
• Complying with applicable laws and legal obligations

4. SMS Messaging & Compliance

Text Message Program Terms & Conditions

Charles Stokoe Consulting requests SMS consent through two separate, independent checkboxes. Checking one does not enroll you in the other:

• Transactional Messages: Appointment reminders, customer support messages, and other service-related notices tied to a service you've requested.
• Marketing & Promotional Messages: Tax credit updates, expense reduction tips, savings program announcements, and other promotional business content.

Opt-In & Consent:

• You will only receive SMS messages in a given category if you have explicitly opted in to that category
• We maintain timestamped records of all opt-in actions, tracked separately for transactional and marketing consent
• We comply with the Telephone Consumer Protection Act (TCPA) and all applicable laws
• SMS consent — for either category — is not a condition of any purchase or service

Opt-Out Instructions:

• You can cancel SMS at any time by replying STOP
• You will receive a final confirmation message, and no further messages (transactional or marketing) will be sent unless you re-opt in
• All opt-out requests are processed immediately

Message Frequency & Content:

• Message frequency varies — typically fewer than 4 messages per month, combined across both categories
• Messages will be directly related to the consent category (or categories) you have opted into
• Message and Data rates may apply depending on your wireless carrier plan

Help & Support:

• Reply HELP for assistance or contact us at [email protected] or 817-756-9594
• Carriers are not liable for delayed or undelivered messages

5. Information Sharing & Disclosure

We do not sell, rent, or trade personal information. We do not purchase, rent, or obtain contact lists from third-party or affiliate sources. All contacts are acquired through direct opt-in only.

We may share information only in these limited circumstances:

• Service Providers: We use GoHighLevel (AOAM) to manage contacts and communications. SMS aggregators and providers are used solely for delivering messages you have consented to receive. All service providers are contractually obligated to maintain confidentiality.
• Partner Programs: If you express interest in GMG Savings or Stryde Savings programs, relevant contact information may be shared solely to fulfill that service.
• Legal Compliance: If required by law, legal process, or to protect our rights. In response to valid law enforcement requests or court orders.

6. Data Security Practices

We maintain the following security measures to protect your personal information:

• Encryption of sensitive data within our secure CRM platform (GoHighLevel/AOAM)
• Secure access controls limiting access to authorized staff and service providers only
• HTTPS encryption on all pages of our website
• Regular security assessments and employee training on data protection
• Breach notification protocols in the event of a data security incident
• Retention of personal information only as long as necessary — consultation records for seven (7) years, SMS consent records (transactional and marketing) for a minimum of four (4) years

No method of internet transmission is 100% secure. For security concerns, 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. Types of cookies we use:

• Essential Cookies: Necessary for the website to function properly
• Analytics Cookies: Help us understand how visitors interact with our site (e.g., Google Analytics)
• Marketing Cookies: Used to track visitors across websites for relevant advertising

You may adjust your browser settings to refuse or delete cookies; however, some site features may not function properly as a result. Most browsers allow you to delete cookies that have already been set.

8. Your Rights — Unsubscribe, Update, and Delete

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
• Unsubscribe from SMS: Reply STOP to any text message to immediately stop receiving SMS messages — transactional and marketing — from us
• Unsubscribe from Email: Click the unsubscribe link in any email, or contact us directly to be removed
• Update Your Information: Contact us at any time to update or correct your personal information
• Opt Out of Marketing Only: Contact us at any time to be removed specifically from marketing/promotional communications while retaining transactional messages, or vice versa

To exercise any of these rights, contact us at [email protected] or call 817-756-9594. We will respond within a reasonable time.

9. 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 information from individuals under 18. If we become aware of such collection, we will delete it promptly.

10. Updates to This Policy

We may update this Privacy Policy at any time. Changes are reflected by the "Updated" date at the top of this page. Continued use of our website or services constitutes acceptance of the revised policy. We encourage you to review this policy periodically.

11. Contact Us

Charles Stokoe Consulting
Keller, Texas
Phone: 817-756-9594
Email: [email protected]
Website: www.charlesstokoeconsulting.com