Privacy Policy

Last updated: July 29, 2026

Kathy Baldwin and Finally Business Systems respect your privacy and are committed to handling personal information responsibly and transparently.

This Privacy Policy explains what information may be collected through KathyBaldwin.me, how it may be used, the technologies and service providers involved, the choices available to you, and how to contact us with a privacy question or request. In this policy, “we,” “us,” and “our” refer to Kathy Baldwin and Finally Business Systems.

SCOPE OF THIS POLICY

This policy applies to personal information collected through:

• KathyBaldwin.me
• website forms
• appointment calendars
• email communications
• downloads and resources
• speaking and media inquiries
• Notes from Kathy subscriptions
• contact and booking interactions
• related website analytics and technical systems

This policy does not govern third-party websites, publications, stores, social platforms, applications, or external services linked from this website.

INFORMATION YOU PROVIDE

We may collect personal information that you voluntarily provide when you:

• submit a speaking inquiry
• submit a media inquiry
• subscribe to Notes from Kathy
• book an appointment
• contact us through a form
• contact us by email
• request information
• download a resource
• communicate about an event, interview, podcast, panel, partnership, collaboration, service, course, book, or business opportunity

Depending on the interaction, this information may include:

• name
• email address
• telephone number
• organization or business name
• job title or role
• website
• social-media profile
• event details
• media outlet or publication details
• podcast details
• appointment information
• business information
• information included in your message
• communication preferences
• consent preferences
• referral or source information

Please do not submit confidential financial information, payment-card information, medical information, passwords, government identification numbers, or other highly sensitive personal information through general website forms.

INFORMATION COLLECTED AUTOMATICALLY

When you visit this website, limited technical and usage information may be collected automatically. This may include:

• browser type
• device type
• operating system
• screen size
• approximate geographic region
• referring website
• campaign or referral source
• pages viewed
• links selected
• files downloaded
• session activity
• date and time of access
• language setting
• cookie preference
• analytics-consent status
• technical error or performance information

We use this information to understand how the website is used, improve website performance and content, measure engagement, identify technical issues, protect website security, and understand which pages and resources are useful.

COOKIES AND LOCAL STORAGE

This website uses cookies, browser storage, and similar technologies. These technologies may be used to:

• operate the website
• protect security
• remember cookie preferences
• support embedded forms and calendars
• maintain basic website functionality
• measure traffic and engagement when analytics consent has been granted

Essential storage may be used where required for website operation, security, and remembering your privacy preference.

Analytics storage is denied by default unless you choose “Accept analytics.” If you choose “Essential only,” analytics storage remains denied.

Your cookie preference is stored locally in your browser. You may reopen or reset your choice using the Cookie preferences link in the website footer.

You may also control cookies and browser storage through your browser settings. Blocking certain technologies may affect how some website features function.

GOOGLE CONSENT MODE

This website uses Google Consent Mode to communicate your analytics-consent choice to Google tags. The current consent configuration defaults to:

• analytics_storage: denied
• ad_storage: denied
• ad_user_data: denied
• ad_personalization: denied
• personalization_storage: denied
• functionality_storage: granted
• security_storage: granted

If you choose “Accept analytics,” analytics_storage is updated to granted. Advertising-related consent remains denied under the current website configuration.

Google Consent Mode does not replace the website consent banner. It allows Google tags to adjust their behaviour based on the consent choice communicated by the website.

GOOGLE TAG MANAGER

This website uses Google Tag Manager to manage website measurement and analytics tags. Google Tag Manager helps deploy and organize tags but does not itself replace the privacy choices presented through the website consent banner.

The website currently uses Google Tag Manager container: GTM-N8RSQK37

Google Tag Manager may process limited technical information required to load and manage configured tags.

GOOGLE ANALYTICS

This website uses Google Analytics 4 to understand website traffic and engagement. The current Google Analytics measurement ID is: G-FT2EQK1L3M

When analytics consent has been granted, Google Analytics may process information such as:

• page views
• session activity
• browser and device information
• approximate geographic location
• referring source
• campaign information
• outbound-link interactions
• file downloads
• engagement activity
• technical events

We do not intentionally send names, email addresses, telephone numbers, form contents, or other directly identifying information to Google Analytics.

Google may process analytics information according to its own terms, privacy policies, data-processing arrangements, and security practices.

FORMS

Website forms may be provided through HighLevel or a white-labelled HighLevel environment. Forms currently include:

• speaking inquiry
• media inquiry
• Notes from Kathy subscription
• other contact or information-request forms

When you submit a form, the information may be recorded in a customer relationship management system and used to:

• respond to your request
• review an opportunity
• send a confirmation
• notify the appropriate person
• maintain an interaction record
• route the inquiry
• create a follow-up task
• begin an appropriate workflow
• manage communication preferences
• assess whether further contact is appropriate

Submitting a form does not automatically subscribe you to unrelated promotional email. Where marketing consent is requested, it will be handled separately.

APPOINTMENT CALENDARS

Appointment calendars may be provided through HighLevel or a white-labelled HighLevel environment. When you book an appointment, we may collect:

• your name
• email address
• telephone number
• appointment date and time
• time zone
• organization
• reason for booking
• information requested in the booking form

This information may be used to:

• schedule the appointment
• send confirmation messages
• send reminders
• create a calendar invitation
• maintain a contact record
• prepare for the meeting
• reschedule or cancel the appointment
• follow up after the appointment

CRM AND WORKFLOW AUTOMATION

Information submitted through forms, calendars, emails, and other interactions may be stored in a HighLevel-based customer relationship management system. Workflow automation may be used to:

• send confirmations
• send reminders
• notify Kathy Baldwin
• apply contact classifications
• record inquiry source
• create tasks
• update contact records
• organize speaking or media inquiries
• manage subscription preferences
• support follow-up
• identify whether an inquiry requires human review

Automation does not replace human judgment for speaking, media, partnership, client, or business decisions.

EMAIL COMMUNICATIONS

You may receive email communications when you:

• submit an inquiry
• book an appointment
• request information
• subscribe to Notes from Kathy
• download a resource
• enter into an active business or media conversation
• otherwise consent to receive communications

Email communications may include:

• confirmations
• reminders
• requested resources
• replies to inquiries
• appointment information
• follow-up related to an active request
• Notes from Kathy
• business or media communications you have requested

You may unsubscribe from promotional email by using the unsubscribe link included in the message. Transactional messages relating to an active request, booking, agreement, legal obligation, or business relationship may still be sent where appropriate.

HOW WE USE PERSONAL INFORMATION

We may use personal information to:

• respond to inquiries
• evaluate speaking opportunities
• evaluate media opportunities
• evaluate podcast, panel, event, partnership, or collaboration requests
• provide requested information
• provide requested resources
• schedule and manage meetings
• send confirmations
• send reminders
• maintain contact records
• manage communications
• improve website content
• improve user experience
• improve business processes
• measure website performance
• understand referral sources
• detect technical problems
• protect website and account security
• prevent misuse
• comply with legal, regulatory, accounting, tax, or contractual obligations
• establish, exercise, or defend legal rights

We limit collection and use to purposes that are reasonably connected to the interaction or explained at the time information is collected.

CONSENT

Where consent is required, we seek consent that is appropriate to the nature, sensitivity, purpose, and context of the information. Consent may be expressed through:

• submitting a form
• selecting a consent option
• subscribing to communications
• booking an appointment
• accepting analytics
• entering into a business relationship
• otherwise clearly indicating agreement

You may withdraw consent for future optional uses, subject to legal, contractual, operational, or record-retention requirements. Withdrawal does not affect processing already completed before consent was withdrawn.

DISCLOSURE AND SERVICE PROVIDERS

We do not sell personal information. We may disclose limited personal information to service providers that support functions such as:

• website hosting
• content delivery
• file storage
• forms
• calendars
• customer relationship management
• workflow automation
• email delivery
• analytics
• security
• technical support
• accounting
• legal services
• professional services

Service providers may process information only as required to provide their services, comply with legal obligations, protect security, or operate under their own applicable terms and privacy commitments.

Information may also be disclosed:

• where required by law
• in response to a court order
• in response to a lawful regulatory request
• in connection with legal proceedings
• to protect rights, safety, security, or property
• to investigate fraud, misuse, or security incidents
• in connection with a business restructuring, sale, or transfer, subject to applicable legal requirements

THIRD-PARTY PLATFORMS AND LINKS

This website may link to:

• media publications
• magazine product pages
• podcast platforms
• social-media platforms
• book or product pages
• third-party websites
• external forms or applications
• other business properties

We do not control and are not responsible for the privacy, security, availability, content, or practices of third-party websites or services. Review the privacy policy of any external service before providing personal information.

INTERNATIONAL PROCESSING

Some service providers may store or process information outside Canada, including in the United States or other jurisdictions. Information processed outside Canada may be subject to the laws and lawful-access requirements of the jurisdiction in which it is stored or processed.

RETENTION

We retain personal information only as long as reasonably necessary for the purposes described in this policy. Retention may be required to:

• respond to inquiries
• maintain business records
• manage ongoing communications
• fulfil contractual obligations
• administer subscriptions
• resolve disputes
• meet legal requirements
• meet accounting requirements
• protect legitimate business interests
• establish or defend legal claims

Retention periods may vary depending on the type of information and the nature of the interaction.

SECURITY

We use reasonable administrative, technical, and organizational safeguards appropriate to the nature of the information handled. These may include:

• account-access controls
• platform security settings
• secure service providers
• restricted access
• workflow controls
• system monitoring
• data minimization
• consent controls

No internet transmission, electronic storage system, email system, CRM, website, or service platform can be guaranteed to be completely secure. You submit information electronically at your own risk.

YOUR PRIVACY RIGHTS AND CHOICES

Subject to applicable law, you may request to:

• access personal information we hold about you
• correct inaccurate information
• update your contact information
• withdraw consent for future optional uses
• unsubscribe from promotional communications
• ask how information has been used
• ask questions about service providers
• request deletion where retention is not legally or operationally required
• make a complaint about our privacy practices

We may need to verify your identity before completing a request. Some requests may be limited where information must be retained for legal, contractual, accounting, security, or legitimate business reasons.

CHILDREN

This website is intended for adults and business audiences. We do not knowingly collect personal information from children through this website. If you believe a child has submitted personal information, contact us so that we can review and address the matter.

DO NOT TRACK

Some browsers offer a Do Not Track setting. Because there is no universally accepted standard for responding to all Do Not Track signals, this website may not respond to every browser-based Do Not Track request. You may use the website cookie controls and browser settings to manage analytics and storage preferences.

CHANGES TO THIS POLICY

We may update this Privacy Policy when the website, business, technology, service providers, or legal requirements change. The Last updated date identifies the most recent revision.

CONTACT

Questions, requests, or complaints regarding this Privacy Policy may be directed to:

Kathy Baldwin
Finally Business Systems

Email:
kathy@kathybaldwin.me

Website:
https://kathybaldwin.me