Last Updated: August 24, 2026
Summit to Your Success respects your privacy and is committed to being transparent about how information is collected, used, and protected when you visit this website, schedule an appointment, complete an assessment or form, purchase a product or service, or otherwise interact with us.
This Privacy Policy explains the types of information we may collect, how we use it, and the choices available to you.
Information We Collect
We may collect personal information that you voluntarily provide, including:
- Your name
- Email address
- Business or company information
- Information you provide when scheduling an appointment
- Responses you submit through assessments, questionnaires, surveys, or other forms
- Information you provide when contacting us
- Purchase and transaction information
- Other information you choose to provide while working with us
Payment card information may be collected and processed by third-party payment processors. Summit to Your Success does not directly store complete payment card numbers.
We may also automatically collect limited technical information when you visit our website, such as:
- IP address
- Browser and device information
- Pages visited
- Referring website
- Approximate location derived from an IP address
- Cookies and similar technologies
How We Use Your Information
We may use your information to:
- Provide products, services, resources, assessments, and information you request
- Schedule and manage appointments
- Send appointment confirmations, reminders, rescheduling information, and other communications related to an appointment
- Deliver assessment results and related resources
- Respond to questions and inquiries
- Process transactions
- Provide customer or client support
- Maintain business and transaction records
- Improve our website, services, and customer experience
- Send newsletters, educational content, offers, or other marketing communications when you have consented to receive them
- Protect our website, systems, business, and users from fraud, misuse, or security threats
- Comply with legal and regulatory obligations
Email and Marketing Communications
When you specifically subscribe to our email list or otherwise consent to receive marketing communications, we may send you educational content, business updates, offers, and other information from Summit to Your Success.
You may unsubscribe from marketing emails at any time by using the unsubscribe link included in those messages.
Transactional and service-related communications, such as appointment confirmations, reminders, purchase receipts, assessment results, or communications necessary to provide something you requested, may still be sent when appropriate.
Appointment Scheduling
When you schedule an appointment with Summit to Your Success, we collect the information necessary to schedule and manage that appointment.
This may include your name, email address, responses to booking questions, appointment details, and information necessary to provide meeting links, confirmations, and reminders.
Information submitted while scheduling an appointment may be stored in our customer relationship management system as part of your contact record.
Booking an appointment does not, by itself, subscribe you to unrelated marketing emails unless you separately consent to receive them.
Assessments, Forms, and Questionnaires
When you complete an assessment, questionnaire, survey, booking form, or other interactive tool, we may collect and store your responses.
We use this information to provide the results, resources, recommendations, services, or conversations associated with that form.
Your responses may also become part of your contact record so that we can provide appropriate follow-up related to your request.
Payments
Purchases may be processed through third-party payment processors.
Payment processors may collect information necessary to complete your transaction, including billing and payment information. Their handling of your information is governed by their own privacy policies and security practices.
We may retain records of transactions for accounting, tax, legal, and business purposes.
Cookies and Analytics
Our website and the services we use may use cookies or similar technologies to operate the website, remember preferences, understand website traffic and usage, improve performance, and support marketing or analytics activities.
You may be able to control cookies through your browser settings. Disabling certain cookies may affect the functionality of some portions of the website.
Third-party services embedded in or connected to our website may also use cookies or similar technologies according to their own privacy policies.
Third-Party Service Providers
We use third-party platforms and service providers to operate our business.
These may include providers that support:
- Website hosting and management
- Customer relationship management
- Email delivery and marketing
- Appointment scheduling
- Video conferencing
- Payment processing
- Forms and assessments
- Analytics
- File storage
- Business administration
These providers may process personal information on our behalf when necessary to provide their services.
We do not authorize service providers to use your personal information for purposes unrelated to the services they provide to us, except as permitted by law or under their own independent relationship with you.
Sharing and Sale of Personal Information
Summit to Your Success does not sell your personal information for money.
We may disclose information to service providers that help us operate the business, fulfill your requests, process payments, communicate with you, maintain our technology, or provide other business services.
We may also disclose information when reasonably necessary to:
- Comply with applicable law, legal process, or governmental requests
- Protect our rights, property, users, or business
- Detect or prevent fraud, misuse, or security incidents
- Complete a merger, acquisition, sale, restructuring, or similar business transaction
We do not knowingly sell or share personal information belonging to children under 16.
Data Retention
We retain personal information for as long as reasonably necessary for the purpose for which it was collected and for legitimate business, accounting, tax, contractual, security, and legal purposes.
Different types of information may be retained for different periods.
When information is no longer reasonably necessary, we may delete, anonymize, or securely dispose of it.
Your Privacy Choices
You may contact us to request that we:
- Provide information about personal information we maintain about you
- Correct inaccurate personal information
- Delete personal information we maintain about you, subject to applicable legal and business recordkeeping requirements
- Stop sending marketing communications
We may need to verify your identity before fulfilling certain requests.
We will not discriminate against you for making a legitimate privacy request.
California Residents
California residents may have additional privacy rights under California law.
The California Consumer Privacy Act, as amended by the California Privacy Rights Act, applies to businesses meeting certain statutory requirements. If Summit to Your Success becomes subject to those requirements, this Privacy Policy will be updated as necessary to provide the disclosures, rights, and request procedures required by applicable law.
Regardless of whether those statutory requirements apply, you may contact us regarding access, correction, or deletion of personal information we maintain about you.
Data Security
We use reasonable administrative, technical, and organizational safeguards intended to protect personal information against unauthorized access, disclosure, alteration, loss, or misuse.
No website, electronic transmission, or storage system can be guaranteed to be completely secure, and we cannot guarantee absolute security.
Third-Party Websites and Services
Our website may contain links to or integrations with websites and services operated by third parties.
We are not responsible for the privacy practices of those third parties. We encourage you to review their privacy policies before providing personal information.
Children's Privacy
Our website and services are intended for adults and are not directed toward children under 13.
We do not knowingly collect personal information from children under 13. If we learn that we have inadvertently collected such information, we will take reasonable steps to delete it.
Changes to This Privacy Policy
We may update this Privacy Policy as our business, technology, or legal obligations change.
The date at the top of this page indicates when the policy was last updated. Material changes will be reflected by updating the policy posted on this website.
Contact Us
Questions about this Privacy Policy or requests concerning your personal information may be sent to:
Summit to Your Success
Folsom, California
Email: dortha@summittoyoursuccess.com
Website: summittoyoursuccess.com