GRACE & REED LLC

PRIVACY POLICY

Effective Date: August 2, 2026

Website: https://graceandreed.com

Grace & Reed LLC (“Grace & Reed,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal data collected through our website, intake portals, and client booking engines. This Privacy Policy governs our data practices pursuant to the Texas Data Privacy and Security Act (TDPSA – Tex. Bus. & Com. Code Ch. 541) and applicable U.S. federal privacy laws.

1. INFORMATION WE COLLECT

We collect personal information that you voluntarily provide when booking a session, subscribing to communications, or completing operational diagnostic intakes. This includes:

  • Contact Data: Full name, corporate email address, phone number, and employer business entity details.
  • Commercial & Financial Data: Billing address and payment card metadata required to process service fees ($550 30-Day Performance Sprints; $1,500 Strategic Intensives). All financial transactions are handled securely via encrypted third-party merchant aggregators (e.g., Stripe, Zoho); Grace & Reed LLC does not store raw credit card numbers.
  • Strategic Diagnostic Data: Executive notes, operational friction assessments, workflow metrics, and self-reported performance blocks (“Focus Detours”) shared during intake to construct your customized training track.

2. HOW WE USE YOUR INFORMATION & AI DATA PROTECTION

We use collected data solely to deliver B2B advisory services, fulfill contract commitments, administer scheduling via TidyCal, and communicate program deliverables.

AI Data Processing & Confidentiality Safeguards

To provide high-performance capacity mapping and structured educational playbooks, Grace & Reed LLC utilizes enterprise-secure, sandboxed artificial intelligence (AI) processing environments (including NotebookLM and Claude). All strategic intake data, executive notes, and performance metrics are processed within ring-fenced, zero-retention parameters. Client data is NEVER sold, shared with public data pools, or utilized for AI model training, preserving strict corporate confidentiality.

3. DATA SHARING & THIRD-PARTY PROCESSORS

Grace & Reed LLC does not sell, lease, trade, or rent personal data to third parties for marketing purposes.

We share data only with trusted third-party service providers (“Processors”) necessary to operate our business, including website hosting platforms (WordPress), calendar booking tools (TidyCal), video conferencing systems (Google Meet/Zoom), and accounting tools (Zoho Books). These providers are contractually required to maintain data security and confidentiality.

4. YOUR RIGHTS UNDER THE TEXAS DATA PRIVACY & SECURITY ACT (TDPSA)

If you are a Texas resident or representative of a client entity interacting with our services, you have specific statutory rights regarding your personal data:

  • Right to Access & Confirm: You have the right to confirm whether we are processing your personal data and to access such data.
  • Right to Correct: You have the right to correct inaccuracies in your personal data.
  • Right to Delete: You have the right to request the total deletion of personal data provided by or obtained about you.
  • Right to Data Portability: You have the right to obtain a digital copy of the personal data you previously provided to us in a portable, readily usable format.
  • Right to Opt-Out: We do NOT sell personal data or process personal data for targeted advertising or profiling.

Exercising Your Rights & Appeals Process

To submit a data access, correction, or deletion request, please email jcarter@graceandreed.com. We will respond within forty-five (45) days as required by Texas law. If we deny your request, you may appeal our decision within thirty (30) days by replying to our written response. If your appeal is denied, you may contact the Office of the Texas Attorney General.

5. DATA SECURITY & RETENTION

We implement reasonable commercial security measures, including SSL encryption and restricted system access, to protect your data. Strategic intake data and execution logs are retained for the duration of your active service engagement plus forty-five (45) days following sprint closeout, or as required to satisfy legal, tax, and accounting obligations under Texas law.

6. CHILDREN’S PRIVACY NOTICE (COPPA)

Our website and B2B services are directed exclusively to business professionals aged 18 and older. We do not knowingly collect personal information from children under 13 years of age.

7. CONTACT & CORPORATE DETAILS

For any questions, data access requests, or privacy inquiries, please contact:

  • Entity: Grace & Reed LLC
  • Registered Agent Address: 5900 Balcones Dr. STE 100, Austin, TX 78731
  • Email: jcarter@graceandreed.com