Coaching Works NYC Privacy Notice

Last Updated: August 1, 2025

At Coaching Works NYC, LLC (“Coaching Works,” “we,” “us,” or “our”), your privacy matters to us. This Privacy Notice explains how we collect, use, and protect your personal information when you use our services (“Services”) or visit our website www.coachingworksnyc.com as well as any other sites, apps, or online platforms that link to this Notice (together, the “Site”). It also outlines the rights you may have under applicable laws. We encourage you to read this Notice so you understand how we handle your information and what choices you have.

Personal Information We Collect

We collect several categories of Personal Information from and about users of our Site and Services. “Personal Information” means information that uniquely identifies, relates to, describes, or is reasonably capable of being associated with or linked to you. The categories of Personal Information we collect may include:

Category / Examples

Profile Information Name, mailing address, email, phone, title/role, and career details shared when you submit an inquiry, sign up for a consultation, or provide information on or through our Site or Services or during coaching sessions.

Commercial Information Purchase history, Services you inquired about or expressed interest in.

Other Identifying Information Details from communications (email, chat, social media, calls). May include call/chat records where permitted by law.

Usage Information IP address, device location, browser type, referring URLs, domain info, site interaction details.

How We Collect Personal Information

Source / Examples

Directly From You Information you provide when registering, creating an account, making inquiries, or requesting support.

Online Data collected automatically via cookies and similar technologies as you navigate our Site.

Events, Assessments, Surveys, or Contests Information collected through audio or video recordings at Coaching Works events. Details you provide when participating in assessments, gap analyses, surveys, or contests conducted by us or on your behalf, or completing worksheets, templates, or plans that we may make available.

How We Use Personal Information

To the extent permitted by applicable law, we use Personal Information for the following purposes:

Purpose / Description

Provide & Personalize Services Book coaching sessions, process payments, verify information, maintain accounts, and deliver personalized services.

Optimize & Improve Services Understand user interactions, gauge interest in features, and troubleshoot technical issues.

Research & Development Test, verify, and improve service quality; develop new coaching-related services.

Marketing & Advertising Send newsletters, surveys, promotions, and event invitations for our or third-party offerings.

Communicate with You Respond to inquiries, comments, and notify you of updates to our Site or Services.

Legal, Security & Safety Comply with legal obligations, enforce terms, detect and prevent fraud or malicious activity, and ensure safety.

Corporate Transactions Facilitate mergers, acquisitions, asset sales, or related business transactions, including bankruptcy proceedings.

Other Purposes Fulfill any purpose disclosed at the time of collection or with your consent.

How We Disclose Personal Information

We may disclose aggregated information about our users, and information that does not identify any individual, without restriction. We may disclose your Personal Information with your consent or in the following circumstances:

Recipient / Description

Employees & Personnel Our employees and contractors who need the information for business purposes.

Service Providers Vendors that support our operations, such as data analytics providers, website hosting providers, and other technology providers.

To the Relevant Authorities or Third Parties for Legal or Safety Reasons When necessary to comply with legal requirements, enforce agreements, prevent fraud or security threats, support audits, or protect the rights and safety of our users and the public.

To Relevant Third-Parties in Connection with a Merger or In connection with a merger, acquisition, business sale, or similar transaction, including bankruptcy, with notice where legally required.

Change of Control

Other When explicitly requested or consented by you, or for the purposes disclosed at the time you provided the information.

Cookies and Other Tracking Technologies

We and our service providers use cookies, web beacons, and similar tools to operate our Site, improve your experience, and understand how our Site is used. These technologies help us deliver content, personalize features, maintain security, and analyze traffic.

Third-Party Services

We use third-party providers for hosting, analytics, and marketing, including:

• Squarespace – Hosting, site functionality, and analytics.

• Google Analytics – Traffic analysis and user experience improvement.

• Impact Radius – Affiliate and marketing performance tracking.

• Delphi.ai – Hosting the Inherited Teams chat bot.

Your Choices

You can manage cookies by:

• Adjusting browser settings to block or limit cookies (note: some features may not work).

• Using opt-out tools at the National Advertising Initiative and Digital Advertising Alliance. Please note that even if you opt out of interest-based advertising, you may still see “contextual” ads which are based on the context of what you are looking at on the websites and pages you visit.

• Managing ad preferences directly with providers. For example, to opt-out of this type of advertising by Google, customize your ad preferences, or limit Google’s collection or use of your data, visit Google’s Safety Center and Google’s Ad Settings and follow Google’s personalized ad opt-out instructions. To opt out of advertising under Adobe Audience Manager, please follow Adobe’s Experience Cloud opt-out instructions. Meta also offers an Ad Preferences center to customize your settings, as well as a Privacy Policy with additional information on how you can exercise your rights.

How Long We Keep Your Personal Information

We keep your information only as long as necessary to: (i) do business with you; (ii) fulfill the purposes described in this Notice; and (iii) comply with legal obligations, resolve disputes, and enforce agreements. Retention depends on factors such as the nature and length of our relationship, legal requirements, and whether we have an ongoing business need, for example, to communicate with you about current or future services you’ve requested.

Use of AI-based Services; Links to Third-Party Websites

We use third-party artificial intelligence (AI) services, such as an AI-based virtual clone, provided by Delphi.ai, to enhance your coaching experience. When you interact with this virtual clone, Delphi.ai collects and processes information such as your messages, questions, and any optional contact details (e.g., name or email) as well as metadata like IP address, device information, and timestamps. This data is used to personalize and improve your experience and deliver the services you request.

We may also integrate with other websites to provide enhanced Services, technological capabilities, or resources for you. These plug-in services and capabilities are governed by the terms, conditions, and policies of the underlying companies. This hyperlinked content (including any embedded customer reviews) is governed according to the privacy policies for each platform, and the links to these external websites and services provided for your convenience.

We are not responsible for the practices employed by any websites or services provided from or linked to or from our Site, including the information or content contained within them. We encourage you to investigate and ask questions before disclosing Personal Information to third parties, since any Personal Information disclosed will be handled in accordance with the applicable third party’s privacy policy, and not this Notice. We recommend reviewing such third party’s privacy policy beforehand and managing your privacy settings on an ongoing basis.

International Use and Cross-Border Data Transfers

If you are visiting our Site from outside of the United States, please note that our Site is hosted in the United States. Where permitted by applicable law, we may transfer the personal data we collect about you to the United States and other jurisdictions that may not be deemed to provide the same level of data protection as your home country, as necessary for the purposes set out in this Notice.

How We Protect Personal Information

We have implemented commercially reasonable measures designed to secure your Personal Information from accidental loss and from unauthorized access, use, alteration, and disclosure. Unfortunately, the transmission of information via the Internet is not completely secure. Despite these efforts to store Personal Information in a secure environment, we cannot guarantee the security of Personal Information during its transmission or its storage on our systems.

Exercising Your Privacy Rights

Depending on where you live, you may have the following rights with respect to your Personal Information under applicable data protection laws:

• Access – The right to request access to and obtain a copy of any Personal Information we may have about you.

• Deletion – The right to delete your Personal Information that we have collected or obtained, subject to certain exceptions.

• Correction – The right to request that we correct any inaccuracies in your Personal Information, subject to certain exceptions.

• Opt Out of Certain Processing – The right to: (a) opt out of the processing of your Personal Information for purposes of targeted advertising, (b) opt out of the sale of your Personal Information; (c) limit the use of your sensitive Personal Information (if applicable), and (d) opt out of profiling in furtherance of decisions that produce legal or similarly significant effects.

• Objection/Restriction of Processing – The right to object or restrict us from processing your Personal Information in certain circumstances.

• Withdraw Consent – The right to withdraw your consent where we are relying on your consent to process your Personal Information.

• Automated Decision-Making – The right to know when you are subject to automated decision-making, the Personal Information used to render the decision, the principal factors and parameters involved in the decision, and human review or correction of the decision (or its underlying data, where appropriate). You may also have the right to consent or opt out of this automated decision- making, depending on your location.

• Lodge a Complaint – The right to lodge a complaint with a supervisory authority or other regulatory agency if you believe we have violated any of the rights afforded to you under applicable data protection laws. We encourage you to first reach out to us so we have an opportunity to address your concerns directly before you do so.

To exercise your privacy rights under applicable laws, email us at ben@coachingworksnyc.com. You can also opt out by using an Opt-Out Preference Signal, such as the Global Privacy Control (GPC), which must be enabled for each supported browser or extension. We honor these signals.

We will not discriminate against you for exercising your rights. However, withdrawing consent, objecting to processing, or withholding certain information may limit or prevent us from providing some Services. Requests can only be made by you or an authorized agent. We must verify your identity (and, if applicable, the agent’s authorization) before processing a request. If verification is incomplete, we may request additional information. We aim to respond within legal timeframes and will inform you if more time is needed. We do not charge fees unless requests are excessive or repetitive. If a fee applies, we will explain why and provide an estimate. Certain requests may be denied or partially fulfilled as permitted by law. If you have a right to appeal a decision, we will include details on the appeal process in our response.

Children’s Privacy

We do not knowingly collect personal information from children without verified parental consent, nor do we sell the information of minors under 16. If we learn we’ve collected information from a child, we’ll delete it promptly. If you believe we have such information, please contact us at ben@coachingworksnyc.com.

Changes to this Notice

We may update this Privacy Policy at any time without notice, in our sole discretion, by posting changes on this page. Please review it regularly, as continued use of the Site means you accept any updates. If we change how we collect or use personal information, we will post those changes here. If you do not agree with any updates, discontinue use of the Site.

Contact Us

If you have any questions about our practices or this Notice, please contact us at ben@coachingworksnyc.com.