Privacy Policy

Executive District ("we," "us," or "our") respects the privacy of every individual who visits our website, uses our services, or communicates with our team. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at executivedistrict.com (the "Site"), engage with our email communications, book a discovery call, or otherwise interact with our business.

Please read this Privacy Policy carefully. By accessing or using the Site or our services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access the Site or use our services.

1. Information We Collect

Information You Provide Directly

We collect information that you voluntarily provide to us when you:

• Complete a form on our website (such as a contact form, assessment, or opt-in form)
• Book a discovery call through our scheduling system
• Subscribe to our email list or newsletter
• Respond to a survey, diagnostic tool, or questionnaire
• Communicate with us via email, phone, text message, or other channels
• Engage with us as a client or prospective client

This information may include:

• Personal identifiers: name, email address, phone number
• Business information: company name, job title, industry, approximate annual revenue, number of employees, and business challenges or goals you choose to share
• Communication records: contents of emails, text messages, call notes, and other correspondence with our team
• Assessment responses: answers you provide in any diagnostic assessments, scorecards, or intake forms

Information Collected Automatically

When you visit our Site, certain information is collected automatically through cookies, web beacons, tracking pixels, and similar technologies. This may include:

• Device information: browser type, operating system, device type, screen resolution
• Usage data: pages visited, time spent on pages, click patterns, referring URL, exit pages
• Location data: approximate geographic location based on IP address
• Advertising data: information from advertising platforms (such as Meta/Facebook) when you arrive at our Site through a paid advertisement, including ad click data and campaign identifiers

Information from Third-Party Sources

We may receive information about you from third-party platforms and services, including:

• Advertising platforms (Meta/Facebook, Google Ads) that provide campaign performance data
• Analytics services (Google Analytics) that provide aggregate usage data
• Our CRM and marketing platform (Go High Level) which processes form submissions, appointment bookings, and email/text message communications

2. How We Use Your Information

We use the information we collect for the following purposes:

• To deliver services: Providing the fractional C-suite services, assessments, consultations, and other services you have requested or engaged
• To communicate with you: Responding to your inquiries, sending appointment confirmations and reminders, delivering email newsletters you have opted into, and sending service-related communications via email and text message
• To personalize your experience: Tailoring our communications and content based on the business information and challenges you have shared
• To improve our services: Analyzing usage patterns, assessment results, and feedback to improve our website, services, and client experience
• To market our services: Sending you educational content, case studies, and information about our services via email (with your consent and subject to your right to opt out at any time)
• To run and optimize advertising: Using tracking pixels and conversion data to measure the effectiveness of our advertising campaigns and deliver relevant advertisements
• To protect our business: Detecting and preventing fraud, abuse, and security issues
• To comply with legal obligations: Meeting our regulatory and legal requirements

3. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties for their marketing purposes. We may share your information in the following limited circumstances:

• Service providers: We share information with trusted third-party service providers who assist us in operating our business, including our CRM platform (Go High Level), email service providers, payment processors, analytics providers (Google Analytics), and advertising platforms (Meta/Facebook). These providers are contractually obligated to use your information only for the purposes we specify.
• Executive District operators: When you engage our services, relevant business information may be shared with the fractional executive(s) assigned to your engagement. All operators are bound by confidentiality obligations.
• Legal requirements: We may disclose your information if required by law, regulation, subpoena, court order, or other governmental request.
• Business transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control of your personal information.
• With your consent: We may share your information with third parties when you have given us explicit consent to do so.

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect and store information about your interactions with our Site. These include:

• Essential cookies: Required for the Site to function properly (e.g., maintaining your session, form submissions)
• Analytics cookies: Help us understand how visitors interact with the Site (e.g., Google Analytics)
• Advertising cookies: Used to deliver and measure the effectiveness of advertising campaigns (e.g., Meta Pixel, Google Ads conversion tracking)

You can control cookies through your browser settings. Disabling certain cookies may affect the functionality of the Site.

5. Email and Text Message Communications

When you provide your email address through our forms, book a call, or otherwise opt in, you consent to receiving email communications from us, including educational content, newsletters, service updates, and information about our services.

When you provide your phone number and consent to text messaging (such as through a call booking form), you consent to receiving text messages from us, including appointment confirmations, reminders, and follow-up communications.

Message frequency: Email frequency varies but typically ranges from 1–3 emails per week. Text message frequency varies based on appointment scheduling activity. Standard message and data rates may apply.

6. Data Security

We implement reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, use, alteration, and disclosure. These measures include encrypted data transmission (SSL/TLS), access controls within our CRM and marketing platforms, and confidentiality obligations for our team and operators.

However, no method of electronic transmission or storage is 100% secure. While we strive to protect your personal information, we cannot guarantee its absolute security.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, maintain our business relationship, comply with legal obligations, resolve disputes, and enforce our agreements. When your information is no longer needed, we will securely delete or anonymize it.

If you request deletion of your personal information, we will comply within a reasonable timeframe, subject to any legal obligations that require us to retain certain records.

8. Your Rights and Choices

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete personal information
• Deletion: Request deletion of your personal information, subject to certain exceptions
• Opt-out: Opt out of marketing communications at any time
• Data portability: Request a portable copy of your personal information in a commonly used format
• Restrict processing: Request that we restrict the processing of your personal information under certain circumstances

To exercise any of these rights, please contact us at Zach@carlewcapital.com. We will respond to your request within 30 days.

California Residents

If you are a California resident, the California Consumer Privacy Act (CCPA) provides you with additional rights regarding your personal information, including the right to know what personal information we collect, the right to delete your personal information, and the right to opt out of the sale of personal information. We do not sell personal information as defined under the CCPA.

9. Third-Party Links

Our Site may contain links to third-party websites and services. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party sites you visit.

10. Children's Privacy

Our Site and services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information promptly.

11. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. When we make changes, we will update the "Last updated" date at the top of this page. We encourage you to review this Privacy Policy periodically. Your continued use of the Site or our services after any changes constitutes your acceptance of the updated Privacy Policy.

12. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

Executive District
Email: Zach@carlewcapital.com
Website: executivedistrict.com