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Privacy Policy

Last updated: June 20, 2026

Coastal Intelligence, LLC respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information through our website, communications, events, workshops, surveys, and consulting services.

This policy applies to information collected by Coastal Intelligence through our website and related business activities. It does not apply to third-party websites, platforms, or services that we do not control.

1. Information We Collect

We may collect personal information directly from you, automatically through our website, or through business interactions.

The types of information we may collect include:

  • Name

  • Email address

  • Phone number

  • Organization name

  • Job title or role

  • Mailing address or billing information, when needed

  • Information submitted through contact forms

  • Workshop, survey, or event responses

  • Meeting notes or project-related communications

  • Newsletter or mailing list preferences

  • Website usage information

  • Device, browser, IP address, and analytics information

  • Any other information you choose to provide

We may also collect information from business contacts, referrals, public sources, event registrations, client communications, or professional networking platforms.

2. How We Use Information

We may use personal information to:

  • Respond to inquiries

  • Schedule meetings

  • Provide consulting, training, research, or implementation services

  • Prepare proposals, agreements, invoices, and project materials

  • Deliver workshops, events, surveys, and reports

  • Send newsletters, updates, or relevant business communications

  • Improve our website, services, and client experience

  • Analyze website performance and visitor engagement

  • Maintain business records

  • Comply with legal, accounting, contractual, and security obligations

  • Protect the rights, safety, and integrity of Coastal Intelligence, our clients, and others

We do not use personal information for purposes that are materially different from those described in this policy without appropriate notice or consent where required.

3. Website Analytics and Cookies

Our website may use cookies, analytics tools, or similar technologies to understand how visitors use the site, improve performance, and support basic website functionality.

These technologies may collect information such as:

  • Pages visited

  • Time spent on pages

  • Referring websites

  • Browser type

  • Device type

  • Approximate location based on IP address

  • Interactions with website forms or links

[Confirm tools before publishing: Google Analytics, Google Tag Manager, Meta Pixel, LinkedIn Insight Tag, HubSpot, Squarespace, Webflow, WordPress, Calendly, Mailchimp, Stripe, or other tools.]

You may be able to limit cookies through your browser settings. If we use advertising cookies or tracking pixels in the future, we will update this policy and provide any required choices or opt-out mechanisms.

4. How We Share Information

We may share personal information with trusted service providers who help us operate our business, such as:

  • Website hosting providers

  • Email and newsletter platforms

  • Scheduling tools

  • Customer relationship management systems

  • Payment processors

  • Accounting and invoicing providers

  • Cloud storage providers

  • Analytics providers

  • AI, productivity, and research tools

  • Contractors, consultants, or implementation partners supporting client work

These service providers are authorized to use information only as needed to provide services to Coastal Intelligence or as otherwise permitted by law or contract.

We may also disclose information:

  • To comply with legal obligations

  • To enforce agreements

  • To protect rights, safety, or security

  • In connection with a business transaction such as a merger, acquisition, restructuring, or sale of assets

  • With your consent or at your direction

5. Sale or Sharing of Personal Information

Coastal Intelligence does not sell personal information.

Coastal Intelligence does not knowingly share personal information for cross-context behavioral advertising. If our website later uses advertising pixels, retargeting tools, or similar technologies that may be considered “sharing” under California privacy law, we will update this policy and provide appropriate opt-out rights.

6. Client and Project Information

In the course of providing consulting, training, research, or implementation services, Coastal Intelligence may receive client information, including documents, survey responses, interview notes, operational data, or other project materials.

We use client information to provide the agreed services and manage the client relationship. We do not publicly disclose client confidential information without permission.

Additional client-specific confidentiality, data handling, security, or retention terms may be included in a proposal, agreement, statement of work, or data handling addendum.

7. AI-Assisted Processing

Coastal Intelligence may use artificial intelligence tools to support research, drafting, analysis, synthesis, workflow design, training, and project delivery.

We do not intentionally use confidential client information to train public AI models. When AI tools are used in connection with client work, we take reasonable steps to limit unnecessary disclosure of sensitive, confidential, or proprietary information.

For more information, please see our Responsible AI Use Policy.

8. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this policy, including providing services, maintaining business records, complying with legal obligations, resolving disputes, enforcing agreements, and improving our operations.

Retention periods may vary depending on the type of information, the nature of the relationship, legal requirements, and business needs.

9. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information. However, no website, system, or method of transmission is completely secure. We cannot guarantee absolute security.

If we become aware of a security incident affecting personal information, we will evaluate and respond as required by applicable law.

10. Your Choices

You may contact us to:

  • Request access to personal information we maintain about you

  • Ask us to correct or update information

  • Ask us to delete information, subject to legal and business limitations

  • Opt out of marketing communications

  • Ask questions about our privacy practices

You may unsubscribe from marketing emails by using the unsubscribe link in the email or by contacting us directly.

11. California Privacy Rights

If you are a California resident, you may have rights under California privacy law, depending on the nature of your relationship with Coastal Intelligence and whether specific legal thresholds apply.

These rights may include the right to:

  • Know what personal information is collected, used, disclosed, sold, or shared

  • Access personal information

  • Delete personal information

  • Correct inaccurate personal information

  • Opt out of sale or sharing of personal information

  • Limit certain uses of sensitive personal information

  • Not be discriminated against for exercising privacy rights

Coastal Intelligence does not sell personal information. Coastal Intelligence does not knowingly share personal information for cross-context behavioral advertising.

To exercise privacy rights, contact us at:

Email: [Insert privacy/contact email]

We may need to verify your identity before fulfilling certain requests.

12. Children’s Privacy

Our website and services are not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13 without appropriate consent, we will take reasonable steps to delete it.

13. Links to Other Websites

Our website may contain links to third-party websites, platforms, or services. We are not responsible for the privacy practices, content, or security of third-party websites. We encourage you to review their privacy policies.

14. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on our website with a revised “Last updated” date.

15. Contact

Questions about this Privacy Policy may be directed to:

Coastal Intelligence, LLC
Email: [email protected]
Website: https://coastalintelligence.ai
Mailing Address: 216 E. Gutierrez, St. Santa Barbara CA, 93101