Privacy Policy

Your privacy is part of the trust.

At The PEP Institute™, we honor your privacy, energy, and trust. This policy explains how we collect, use, store, and protect information across our websites, platforms, assessments, SaaS portals, and coaching experiences.

01

We collect with purpose.

Only the information needed to serve, support, process, communicate, and improve your experience.

02

We use trusted platforms.

Payments, scheduling, email, analytics, and systems may be supported by vetted third-party services.

03

You have rights.

You may request access, correction, opt-out, deletion, or withdrawal of consent where applicable.

04

We protect the journey.

We use reasonable safeguards and continue improving how your data is handled and protected.

This policy is designed to be clear, practical, and respectful. It explains what information may be collected, why it may be used, how it may be protected, and how you may contact us about privacy-related questions.

1. Information We Collect

We may collect information when you engage with our services, take assessments, purchase products, join portals, complete forms, attend sessions, or interact with our digital experiences.

  • Personal Information: name, email address, phone number, location, company affiliation, preferences, and information you choose to provide.
  • Assessment Data: responses, scores, results, and related information from the Personal Excellence Profile Assessment™, Glow Up™, Produce & Deliver™, Frequency of Feelings™, or other tools.
  • Payment Information: transaction details processed securely through third-party platforms such as Stripe or other payment providers. We do not directly store full credit card numbers.
  • Usage Data: browsing activity, device type, IP address, time on site, page interactions, email engagement, and member portal activity.

2. How We Use Your Information

We use your information to deliver the services and experiences you request, personalize support, communicate with you, improve our content and systems, and maintain the integrity of our client journeys.

  • Deliver assessments, reports, readings, coaching sessions, memberships, courses, and digital tools.
  • Personalize your experience and provide aligned support.
  • Send email, SMS, reminders, updates, and relevant communications when you have provided permission or where permitted by law.
  • Process purchases, registrations, inquiries, applications, and client onboarding.
  • Improve our website, user experience, SaaS/SaaSS offerings, and content.
  • Maintain records for legal, accounting, compliance, security, and operational purposes.
We do not sell or rent your data to third parties.

3. Cookies & Tracking

Our website may use cookies and similar technologies to improve your browsing experience, remember preferences, understand how our content is resonating, support analytics, and improve performance.

You can adjust your browser settings to refuse cookies, delete cookies, or notify you when a cookie is being sent. Some features may not function as intended if cookies are disabled.

4. Third-Party Services

We may use trusted third-party services to support secure transactions, scheduling, analytics, email communication, forms, automation, hosting, assessments, portals, and client delivery.

  • Stripe or other secure payment processors
  • Google Analytics or similar analytics tools
  • Calendly or other scheduling tools
  • GoHighLevel and related CRM, automation, funnel, email, or form tools
  • Other platforms we may adopt as The PEP Institute™ evolves

These providers may access only the information needed to perform their services. Their use of information is governed by their own privacy policies and security practices.

5. Your Rights

Depending on your location and applicable law, you may have the right to request access to your information, update or correct your information, opt out of marketing communications, request deletion of certain information, or withdraw consent for certain processing.

  • View or request access to your information.
  • Update or correct your information.
  • Opt out of marketing emails or SMS messages.
  • Request deletion of information where applicable.
  • Withdraw consent for certain processing where applicable.

To make a privacy-related request, contact us through the contact link below and include “Privacy Request” in your message.

6. Data Retention

We retain your information only as long as necessary to provide services, support your client experience, maintain business records, comply with legal or accounting obligations, resolve disputes, and improve our systems.

When information is no longer needed, we take reasonable steps to delete, anonymize, or securely retain it according to our operational and legal requirements.

7. Security

We use reasonable safeguards designed to protect your information, including secure third-party platforms, access controls, administrative practices, and ongoing improvements to our systems.

No digital system is 100% secure. We remain committed to responsible data stewardship, continuous improvement, and careful handling of the information entrusted to us.

8. Children’s Privacy

Our services are not directed toward children under 16. We do not knowingly collect personal information from minors under 16. If we become aware that such information has been collected, we will take reasonable steps to delete it.

9. Changes to This Policy

We may update this Privacy Policy as our platform, tools, offerings, legal obligations, and business practices evolve. The most current version will be posted on this page with the effective date.

Effective Date: May 26, 2026

10. Contact Us

For questions, privacy-related requests, or concerns about how your information is handled, please contact The PEP Institute™ through the contact page and include “Privacy Request” in your message.

Contact The PEP Institute™