Privacy Policy

Alpha Consulting Agency
Website: https://www.alphaconsultingagency.com
Effective date: September 22, 2026
Last updated: September 22, 2026

IMPORTANT: This Privacy Policy describes how Alpha Consulting Agency (“Company,” “we,” “us,” or “our”), operated by Heath Marter, collects, uses, discloses, and protects information in connection with https://www.alphaconsultingagency.com and related booking, email, and consultation services (collectively, the “Services”). By using the Services, you agree to this Policy. If you do not agree, do not use the Services.

This Policy is a protective business draft and is not legal advice. Laws vary by jurisdiction; we may update this Policy as needed.

1. Who we are / contact for privacy inquiries

Controller / operator: Heath Marter d/b/a Alpha Consulting Agency
Primary privacy contact email: Aisalesgenius@gmail.com
Subject line recommended: “Privacy Inquiry — Alpha Consulting Agency”
Website: https://www.alphaconsultingagency.com

For privacy requests (access, correction, deletion, opt-out, or questions), email the address above. We will respond within a reasonable period consistent with applicable law (typically within 30 days where required).

We are not a licensed financial advisor, investment adviser, broker-dealer, CPA firm, law firm, or tax adviser. Consulting sessions and site content relate to business building, tools, workflows, and creative/operational topics—not regulated financial advice. See our Terms and Conditions.

2. Scope

This Policy applies to information collected through:

Our website and pages (including /privacy, /terms, booking sections)
Online booking flows (including the HighLevel / LeadConnector booking calendar or similar schedulers we embed or link)
Email, phone, SMS, Zoom or other video meetings we schedule with you
Forms, checkboxes (including Terms acceptance), and cookies/similar technologies
Analytics, hosting, and third-party processors we use to run the site

It does not apply to third-party websites linked from our Services (their own policies govern).

3. Information we collect

3.1 Information you provide

We may collect:

Identity and contact data: name, email address, phone number, business name, mailing address if you provide it
Booking data: preferred meeting times, service type selected, notes you enter when booking, timezone
Communications: emails, messages, call/Zoom notes, recordings (if a session is recorded as disclosed), attachments you send
Billing-related data: if payment is processed by a third party (e.g., HighLevel, Stripe, or similar), we may receive confirmation of payment status, amount, and limited transaction identifiers—not full card numbers when processed by the processor
Terms acceptance records: whether you checked that you read and agree to the Terms and Conditions, the version of the Terms, timestamp (UTC), and related technical metadata (see §3.3)
Any other information you voluntarily submit

3.2 Information collected automatically

When you visit the site or use booking tools, we and/or our processors may automatically collect:

IP address, approximate location derived from IP
Browser type/version, device type, operating system
Referring/exit pages, URLs visited, timestamps, clickstream
Cookie IDs, pixel tags, local storage keys
Diagnostic logs (errors, performance)

3.3 Terms acceptance / booking gate records

Before completing a booking on our site, you must check a box confirming you have read and agree to our Terms and Conditions. When you do so, we record at least:

Acceptance = true
Terms document version or effective date
Acceptance timestamp (ISO-8601 / UTC)
Optional: page URL, user agent, and a client-generated acceptance id

We retain these records to demonstrate informed consent and to enforce the Terms. You cannot complete the on-site booking flow without this acceptance.

3.4 Sensitive data

Please do not submit Social Security numbers, full payment card numbers, bank passwords, medical records, or other highly sensitive personal data via website forms or email unless we expressly request a secure channel. We do not seek to collect special-category data.

3.5 Children’s data

The Services are directed to adults (18+). We do not knowingly collect personal information from children under 13 (or under 16 where a higher age applies). If you believe a child provided information, contact us to delete it.

4. How we use information

We use information to:

Provide, operate, and improve the website and consulting Services
Schedule, confirm, reschedule, and conduct consultations (including Zoom)
Send transactional messages (booking confirmations, reminders, follow-ups, invoices)
Record and enforce Terms acceptance and related legal notices
Respond to inquiries and support requests
Maintain security, prevent fraud/abuse, and debug technical issues
Comply with law, respond to lawful requests, and protect rights and safety
Analyze aggregate usage to improve content and conversion (where permitted)
With your consent or as otherwise allowed, send limited marketing about our Services (you may opt out)

We do not use your information to provide licensed financial, investment, tax, or legal advice. Any discussion of money, tools, or business outcomes is general consulting only.

5. Legal bases (where GDPR/UK GDPR or similar applies)

Where required, we process personal data based on:

Contract: to perform booking and consulting services you request
Legitimate interests: site security, fraud prevention, product improvement, enforcing Terms, retaining acceptance logs
Consent: cookies/marketing where required; optional communications
Legal obligation: tax, accounting, responding to lawful process

6. Cookies and similar technologies

We and our providers may use:

Essential cookies / local storage: site function, security, remembering Terms acceptance so the booking gate works
Analytics cookies: understanding traffic and performance (e.g., Vercel Analytics or similar, if enabled)
Third-party cookies: HighLevel (LeadConnector) or other booking tools may set their own cookies when you interact with their embed or pages

You can control cookies through browser settings. Blocking essential storage may break booking. Where a cookie-consent banner is required by law for your region, we will present it; until then, assume essential and functional technologies are used to run the site.

7. Third-party sharing and processors

We do not sell your personal information for money. We may share information with:

Category	Purpose (examples)
Hosting / CDN (e.g., Vercel)	Serve the website, SSL, logs
Scheduling (e.g., HighLevel / LeadConnector)	Book meetings; their privacy policy also applies
Video conferencing (e.g., Zoom)	Conduct and optionally record sessions
Email / communications providers	Send and receive messages
Payment processors (if used)	Charge for sessions; card data handled by the processor
Analytics providers	Aggregate traffic insights
Professional advisers	Lawyers, accountants, under confidentiality
Authorities	When required by law or to protect rights
Business transfer	Merger, acquisition, or asset sale (with notice where required)

Third parties process data under their own terms. Review HighLevel’s (LeadConnector’s) and Zoom’s privacy policies if you use those tools through our booking flow.

We do not authorize third parties to use your data to give you financial advice under our name.

8. International transfers

We and our processors may process data in the United States and other countries. Where required, we rely on appropriate safeguards (e.g., standard contractual clauses) or your consent / necessity for the contract.

9. Retention

We retain personal data only as long as needed for the purposes above, including:

Booking and client relationship records: typically for the engagement plus a commercially reasonable period (often up to 7 years for business/tax records where applicable)
Terms acceptance logs: retained for the period needed to enforce the Terms and defend claims (often aligned with applicable limitation periods)
Website logs: shorter operational windows unless needed for security investigations
Marketing contacts: until you unsubscribe or we delete inactive records

When no longer needed, we delete or de-identify data, except where retention is required by law.

10. Security

We implement reasonable administrative, technical, and organizational measures appropriate to the nature of the data (HTTPS, access controls on hosting accounts, least-privilege practices). No method of transmission or storage is 100% secure. You use the Services at your own risk regarding residual security risk.

11. Your rights

Depending on your location (e.g., EEA/UK, California, other U.S. states), you may have rights to:

Access a copy of personal data we hold about you
Correct inaccurate data
Delete data (subject to legal exceptions, including Terms-enforcement and tax records)
Portability of data you provided
Restrict or object to certain processing
Withdraw consent where processing is based on consent
Opt out of “sale” or “sharing” for cross-context behavioral advertising if we ever engage in such activity (we do not currently sell personal information)
Lodge a complaint with a supervisory authority

How to exercise: email Aisalesgenius@gmail.com with “Privacy Request” and enough detail to verify your identity and locate your records. We will not discriminate against you for exercising rights.

California residents: we do not sell personal information as defined by the CCPA/CPRA. We may disclose identifiers and internet activity to service providers as described above.

12. Do Not Track

Some browsers send “Do Not Track” signals. Our site does not currently respond to DNT in a uniform way; third-party tools may have their own practices.

13. Links to other sites

Outbound links (including the HighLevel booking calendar) are not under our control. Their privacy practices apply once you leave our pages.

14. Changes to this Policy

We may update this Policy by posting a revised version with a new “Last updated” date. Material changes may also be highlighted on the site or communicated by email when appropriate. Continued use after the effective date constitutes acceptance of the updated Policy where permitted by law.

15. Contact

Privacy questions and requests: Aisalesgenius@gmail.com
Business: Alpha Consulting Agency — https://www.alphaconsultingagency.com