LEGAL

Privacy Policy

Effective Date: May 30, 2024 | Last Updated: May 30, 2024

CHS Consulting Group LLC, operating as CassieOps.com

1. Introduction

CHS Consulting Group LLC, operating as CassieOps.com (“Company,” “we,” “us,” or “our”), operates the website cassieops.com and provides business operations services, including the Momentum Operations System, the $500 Business Assessment, and related subscription services (collectively, the “Services”). This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website, take our quiz, book an assessment, or become a client.

By using our website or Services, you agree to the collection and use of information as described in this policy.

2. Information We Collect

2a. Information You Provide Directly

- Contact information: first name, last name, email address, phone number, and business name

- Business information: business type, annual revenue range, team size, and operational details provided through our quiz, intake forms, or assessment sessions

- Payment information: processed securely through Stripe. We do not store full credit card numbers on our servers.

- Communications: messages, emails, or other content you send to us directly

2b. Information Collected Automatically

- Device and browser information (IP address, browser type, operating system)

- Usage data (pages visited, time spent, links clicked, referring URL)

- Cookie and tracking data (see Section 7)

2c. Information from the Quiz and Intake Forms

Our business diagnostic quiz and client intake forms collect information about how your business operates. This information is used solely to personalize your results, assess your business needs, and build your operations system. We do not sell this information to third parties.

3. How We Use Your Information

- Deliver, personalize, and improve our Services

- Send your quiz results, AI Opportunity Map, and assessment recordings

- Communicate with you about your account, subscription, and service updates

- Send automated SMS and email follow-up sequences as part of our Services (see Section 5)

- Process payments and manage billing

- Build and maintain your custom operations system

- Generate monthly performance reports and analytics for your business

- Comply with legal obligations

- Improve our website, quiz, and service offerings

4. Legal Basis for Processing (GDPR / International Users)

If you are located in the European Economic Area, our legal basis for processing your personal data includes: (a) performance of a contract when we provide Services you have requested; (b) your consent where you have provided it; (c) our legitimate interests in operating and improving our business, and (d) compliance with legal obligations.

5. SMS and Text Message Communications

By providing your phone number and opting into our SMS communications - including through our quiz, booking confirmation, or intake form - you consent to receive automated text messages from CHS Consulting Group LLC (operating as CassieOps.com), including:

- Quiz result notifications and follow-up messages

- Appointment confirmation and reminder messages

- Onboarding and system build updates

- Monthly check-in and performance summaries

- Re-engagement and promotional messages related to our Services

Message frequency varies. Standard message and data rates may apply. You may opt out at any time by replying STOP to any text message. For help, reply HELP or contact us at [email protected].

We do not share your phone number with third parties for their own marketing purposes. SMS opt-in data is never shared with or sold to third parties.

Internal note for web team: the SMS opt-in language below still needs to be wired into all GHL form pages and SMS opt-ins.

Additional opt-in verbiage for all GHL pages and/or SMS opt-ins:

By booking a Business Assessment or submitting your information through any form on cassieops.com, you agree to receive SMS messages from CassieOps regarding your inquiry, appointment reminders, and follow-up communications. Message and data rates may apply. Message frequency varies. Reply STOP at any time to unsubscribe. Reply HELP for support. CassieOps will never sell or share your number with third parties.

6. Sharing of Information

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

- Service providers: third-party vendors who assist in operating our website and delivering our Services, including our CRM platform, email and SMS delivery platforms, payment processor (Stripe), scheduling tools, and cloud storage providers. These providers are contractually obligated to protect your data.

- Legal requirements: if required by law, court order, or government authority

- Business transfers: in connection with a merger, acquisition, or sale of assets

- With your consent: for any other purpose with your explicit consent

7. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to improve your experience. We use essential cookies (required for site function), analytics cookies (to understand how visitors use our site), and marketing cookies (to measure effectiveness of communications). You can control cookies through your browser settings.

8. Data Retention

We retain your personal information for as long as necessary to provide our Services, comply with legal obligations, and resolve disputes. Client data is retained for a minimum of 3 years following the end of a service relationship. You may request deletion of your data at any time.

9. Data Security

We implement appropriate technical and organizational security measures to protect your personal information. However, no internet transmission or electronic storage method is 100% secure. We cannot guarantee absolute security of your data.

10. Your Rights and Choices

- Access the personal information we hold about you

- Correct inaccurate or incomplete information

- Request deletion of your personal information

- Opt out of marketing communications at any time

- Opt out of SMS messages by replying STOP

- Request a copy of your data in a portable format

- Lodge a complaint with a data protection authority (EEA residents)

To exercise any of these rights, contact us at [email protected]. We will respond within 30 days.

11. Children’s Privacy

Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

12. Third-Party Links

Our website may contain links to third-party websites. This Privacy Policy does not apply to those sites.

13. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by updating the "Last Updated" date. Your continued use of our Services after any changes constitutes acceptance of the updated policy.

14. Contact Us

CHS Consulting Group LLC
Operating as: CassieOps.com
Attn: Cassie Saquing, Founder
Website: cassieops.com
Email: [email protected]
Mailing Address: 117 Beach St, Nutley, NJ 07110

cassieops.com

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