1. Who I Am
This website and services are operated by Tracy-Lynn Ball, a sole proprietor based in New Westminster, British Columbia, Canada. I provide AI automation consulting, implementation, education workshops, and business audits for small businesses.
This policy applies to this website and all services I provide.
2. What I Collect and Why
| What | When | Why |
|---|---|---|
| Name and email | Workshop registration, audit booking, contact forms | To communicate with you about the service you requested |
| Business name and details | Audit intake, consulting engagement | To assess your business needs and deliver relevant recommendations |
| Phone number | If you provide it during booking | To contact you about your appointment or project |
| Payment information | Workshop purchase, consulting invoices | To process your payment. I never see or store your full card number — Stripe handles this. |
| Website analytics | When you visit this site | To understand which pages are useful and improve the site. No personal identification. |
| Zoom recordings | Workshops (if recorded) | To provide replays to attendees. You'll be notified before any recording starts. |
3. How I Use Your Information
I use your information only for the purpose it was collected:
- Deliver the service you requested — workshop access, audit report, consulting deliverables
- Communicate with you — appointment confirmations, project updates, follow-up on your inquiry
- Send relevant information — workshop announcements, resources related to services you've used (you can unsubscribe at any time)
- Improve my services — understanding what's helpful so I can do more of it
I will never:
- Sell your information to anyone
- Share your information with third parties for their marketing purposes
- Use your business details as a case study or testimonial without your written permission
4. Third-Party Services
I use trusted third-party services to run my business. Each has its own privacy policy. Here's who may process your data and why:
| Service | Purpose | What They Access |
|---|---|---|
| Go High Level (GHL) | CRM — managing contacts, bookings, and communication | Name, email, phone, booking details |
| Stripe | Payment processing | Payment details (I never see your full card number) |
| Eventbrite | Workshop registration and ticketing | Name, email, payment for workshop tickets |
| Zoom | Virtual workshop delivery | Name, email (for meeting access) |
| Google Analytics | Website traffic analysis | Anonymous browsing data (pages visited, device type, location at city level) |
I only use services that maintain reasonable security standards. I do not control their privacy practices — please review their individual policies if you have concerns.
5. Cookies
This website may use cookies for:
- Essential cookies — keeping the site functional (e.g., remembering form state)
- Analytics cookies — understanding how visitors use the site (anonymous, aggregated data)
I don't use cookies for advertising or tracking across other websites. You can disable cookies in your browser settings, though some site features may not work as expected.
6. How I Protect Your Information
- Access to client data is limited to me — I don't have employees or contractors with access to your information unless specified in a project agreement
- Payment processing is handled entirely by Stripe (PCI-DSS compliant) — I never store credit card numbers
- Communication about sensitive project details happens through secure channels, not social media DMs
- Client project data is stored locally and is not shared between clients
7. How Long I Keep Your Information
- Contact information: For as long as we have an active business relationship, plus 2 years for follow-up purposes. You can request deletion at any time.
- Project data: For the duration of the project plus 1 year (in case you need support or reference). Then deleted unless you request otherwise.
- Payment records: As required by Canadian tax law (generally 7 years for financial records).
- Workshop registration: For as long as you remain on my mailing list. Unsubscribe at any time.
8. Your Rights
Under Canadian privacy law (PIPEDA and BC PIPA), you have the right to:
- Access — Request a copy of the personal information I hold about you
- Correction — Request corrections to any inaccurate information
- Deletion — Request that I delete your personal information (subject to legal retention requirements)
- Withdrawal of consent — Opt out of marketing communications at any time
- Complaint — File a complaint with the Office of the Privacy Commissioner of Canada if you believe your privacy rights have been violated
To exercise any of these rights, contact me using the details below. I'll respond within 30 days.
9. Children's Privacy
My services are designed for business owners and professionals. I do not knowingly collect information from anyone under 18. If I learn I have collected information from a minor, I will delete it promptly.
10. International Visitors
This business operates in Canada. If you're visiting from outside Canada, your information will be processed and stored in Canada, which may have different privacy laws than your jurisdiction. By using my services, you consent to this transfer.
11. AI and Automation Disclosure
I use AI tools in my business operations, including:
- Content creation — AI assists in drafting educational content, proposals, and communications. All client-facing content is reviewed by me before delivery.
- Data analysis — AI helps me analyze business metrics to improve my services.
- Client solutions — Solutions I build for clients may include AI components (voice agents, automated workflows). These will be fully disclosed and documented in your project agreement.
I do not feed your personal information or confidential business data into public AI models. When AI tools are used in your project, your data stays within the specific tools agreed upon in your project scope.
12. Changes to This Policy
I may update this policy as my business grows and privacy best practices evolve. The effective date at the top reflects the latest version. Significant changes will be communicated to active clients directly.
13. Contact
Questions about your privacy or this policy? I'm happy to explain anything:
Tracy-Lynn Ball
New Westminster, BC, Canada