PRIVACY POLICY

Last updated February 16, 2026

This privacy notice for Propel Business Advisors ("we," "us," or "our"), owned and operated by Christi Lopez, describes how and why we might collect, store, use, and/or share ("process") your information when you use our services ("Services"), such as when you:

Visit our website at https://www.propeladvisors.com, or any website of ours that links to this privacy notice

Engage with us in other related ways, including sales conversations, workshops, events, consulting engagements, marketing, or communications

Questions or concerns? Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at [email protected].

SUMMARY OF KEY POINTS

This summary provides key points from our privacy notice. You can find more details by reviewing the full policy below.

What personal information do we process?
We may process personal information depending on how you interact with us, the Services you use, and the choices you make.

Do we process sensitive personal information?
We do not process sensitive personal information.

Do we collect any information from third parties?
We do not collect personal information from third parties, except as necessary for payment processing, analytics, or integrations you authorize.

How do we process your information?
We process your information to provide and improve our Services, communicate with you, fulfill contracts, ensure security, comply with legal obligations, and, where permitted, send marketing communications.

In what situations and with which parties do we share personal information?
We may share information with service providers, payment processors, and business partners as necessary to operate our Services.

How do we keep your information safe?
We implement reasonable organizational and technical safeguards. However, no system is completely secure.

What are your rights?
Depending on your location, you may have rights to access, correct, delete, or limit the processing of your personal information.

How do you exercise your rights?
You may contact us at
[email protected] to submit a request.

TABLE OF CONTENTS

1. What Information Do We Collect?

2. How Do We Process Your Information?

3. What Legal Bases Do We Rely On?

4. When and With Whom Do We Share Your Personal Information?

5. Do We Use Cookies and Other Tracking Technologies?

6. How Do We Handle Social Logins?

7. How Long Do We Keep Your Information?

8. How Do We Keep Your Information Safe?

9. Do We Collect Information from Minors?

10.What Are Your Privacy Rights?

11. Controls for Do-Not-Track Features

12. Do United States Residents Have Specific Privacy Rights?

13. Do Other Regions Have Specific Privacy Rights?

14. Do We Make Updates to This Notice?

15. How Can You Contact Us About This Notice?

16. How Can You Review, Update, or Delete the Data We Collect From You?

1. WHAT INFORMATION DO WE COLLECT?

Personal Information You Disclose to Us

In Short: We collect personal information that you voluntarily provide to us.

We collect personal information when you:

Request information about our Services

Purchase services, programs, or workshops

Register for events

Complete diagnostic tools or forms

Contact us directly

Personal Information Provided by You

The personal information we collect may include:

Names

Email addresses

Phone numbers

Business name

Job title

Billing address

Payment details (processed securely through third-party providers)

Account login information (if applicable)

Responses to business diagnostics or questionnaires

Sensitive Information:
We do not intentionally collect or process sensitive personal information.

Payment Data

If you make a purchase, payment information is processed through secure third-party payment providers (such as Stripe). We do not store full credit card numbers on our servers.

Social Media Login Data

If we offer social login functionality in the future and you choose to use it, we may receive limited profile information from the social platform consistent with your privacy settings.

All personal information you provide must be accurate and current.

Information Automatically Collected

In Short: Some information is collected automatically when you visit our Services.

This may include:

IP address

Browser type and version

Device type

Operating system

Pages viewed

Dates and times of visits

Referring URLs

We collect this information for security, analytics, and service improvement purposes.

2. HOW DO WE PROCESS YOUR INFORMATION?

In Short: We process your information to operate and improve our Services.

We may process your information to:

Deliver and manage advisory services and programs

Respond to inquiries and provide support

Send administrative communications

Process payments and manage transactions

Send marketing communications (where permitted)

Improve website performance and user experience

Protect against fraud and unauthorized activity

Comply with legal obligations

3. WHAT LEGAL BASES DO WE RELY ON?

Where applicable (including under GDPR), we process personal information based on:

Consent – When you provide explicit permission

Performance of a Contract – To deliver services you purchased

Legitimate Interests – To improve our Services and grow our business

Legal Obligations – To comply with applicable laws

Vital Interests – To protect safety where necessary

You may withdraw consent at any time by contacting us.

4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

We may share your information with:

Payment processors

Technology and hosting providers

Email and CRM platforms

Legal or regulatory authorities (when required)

We do not sell your personal information.

We may share information in connection with:

A business transfer, merger, or acquisition

Compliance with legal obligations

5. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

Yes. We may use:

Cookies

Analytics tools

Tracking pixels

These help us:

Improve website functionality

Analyze traffic

Personalize content

Measure marketing effectiveness

You may disable cookies in your browser settings.

6. HOW DO WE HANDLE SOCIAL LOGINS?

If social login features are available and used, we may receive limited information from your selected social platform. We recommend reviewing the privacy policies of those platforms.

7. HOW LONG DO WE KEEP YOUR INFORMATION?

We retain personal information:

As long as necessary to provide Services

To comply with legal, tax, or accounting obligations

Until you request deletion (where permitted by law)

When no longer needed, we securely delete or anonymize your information.

8. HOW DO WE KEEP YOUR INFORMATION SAFE?

We use appropriate technical and organizational safeguards, including:

Secure hosting environments

Encrypted payment processing

Limited access controls

However, no online system is completely secure. You use the Services at your own risk.

9. DO WE COLLECT INFORMATION FROM MINORS?

We do not knowingly collect or market to individuals under 18 years of age.

If we learn we have collected data from a minor, we will take reasonable steps to delete it.

10. WHAT ARE YOUR PRIVACY RIGHTS?

Depending on your jurisdiction, you may have the right to:

Access your personal data

Correct inaccuracies

Request deletion

Restrict processing

Object to certain processing

Withdraw consent

Opt out of marketing communications

To exercise your rights, email:
[email protected]

11. CONTROLS FOR DO-NOT-TRACK FEATURES

Most web browsers offer Do-Not-Track ("DNT") settings. Because no uniform standard exists, we do not currently respond to DNT signals.

12. DO UNITED STATES RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?

If you reside in certain U.S. states (including California, Colorado, Florida, Texas, and others), you may have rights to:

Know what personal data we collect

Access your data

Correct inaccuracies

Delete your data

Obtain a copy of your data

Opt out of targeted advertising (if applicable)

Receive non-discriminatory treatment for exercising rights

We do not sell personal information.

To exercise your rights, contact:
[email protected]

We may verify your identity before processing your request.

13. DO OTHER REGIONS HAVE SPECIFIC PRIVACY RIGHTS?

If you reside in the EU, UK, Canada, Australia, New Zealand, South Africa, or other jurisdictions, you may have additional rights under applicable data protection laws.

You may contact your local data protection authority if you believe we are processing your information unlawfully.

14. DO WE MAKE UPDATES TO THIS NOTICE?

Yes. We may update this privacy notice periodically.

The updated version will include a revised "Last updated" date. We encourage you to review this notice regularly.

15. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

If you have questions or concerns, contact:

Propel Business Advisors
Attn: Christi Lopez
Email:
[email protected]

16. HOW CAN YOU REVIEW, UPDATE, OR DELETE YOUR DATA?

You may request to review, update, or delete your personal information by contacting us at:

[email protected]

We will respond in accordance with applicable data protection laws.