Privacy Policy
Effective Date: November 1, 2026
This Privacy Policy explains how Leading Pass, LLC, d/b/a Cash Flow Creative ("Cash Flow Creative," "we," "us" or "our"), collects, uses and shares information about you when you visit cashflowcreative.com (the "Site"), take our quizzes, subscribe to our newsletter, join our community, book or purchase our services, or otherwise interact with us (together, the "Services").
If you are a client, your engagement is also governed by your service agreement with us. If this Privacy Policy and your service agreement conflict, your service agreement controls.
1. Information We Collect
Information you provide to us. We collect information you choose to give us, including:
Contact information, such as your name, email address, phone number and business name.
Quiz responses, such as your answers to the Cash Flowability Quiz and any business information you share in it.
Newsletter and community information, such as your email address when you subscribe to our newsletter, and your username and posts when you join our community.
Booking and purchase information, such as the services you book, your appointment details, intake form answers, and billing details. Payment card information is collected and processed directly by our payment processor; we do not store your full card number.
Agreement information, such as your legal business name, entity type, address, title and electronic signature when you sign a service agreement.
Client engagement information, such as information you share during sessions, the content of session recordings and transcripts, and materials you provide for your project.
Communications, such as emails and messages you send us.
Information collected automatically. When you visit the Site, we and our service providers may automatically collect information about your device and how you use the Site, such as your IP address, browser type, pages viewed, referring website, approximate location, and the date and time of your visit. We collect this information using cookies, pixels and similar technologies, as described in Section 5.
Information from other sources. We may receive information about you from the platforms we use to run our business, such as our scheduling, payment and newsletter providers, and from public sources, such as your business website or public social media profiles, when we prepare for a session or engagement with you.
2. How We Use Your Information
We use your information to:
Provide, operate and improve the Site and our Services
Schedule and deliver sessions, projects and deliverables
Process payments, prepare agreements, and manage our client relationships
Send you our newsletter and other communications you have requested, and respond to your messages
Analyze your quiz responses and provide your results
Improve our methodologies and proprietary AI tools using de-identified client information, as described in Section 3
Operate and moderate our community
Understand how visitors use the Site and measure the performance of our content and advertising
Show you relevant advertising on other platforms, as described in Section 5
Protect the security of our Services, prevent fraud, and enforce our agreements and Terms & Conditions
Comply with our legal obligations
3. Artificial Intelligence Tools
We use artificial intelligence ("AI") tools, such as Claude and ChatGPT, along with AI-assisted transcription and note-taking tools, to help us research, draft, edit and prepare deliverables for our clients. When we use AI tools with client information:
We use them to perform services for you, and a person on our team reviews all deliverables before they are shared.
We use third-party AI tools and settings that do not permit the provider to use client content to train the provider's AI models.
Under our client agreements, we may use client information in de-identified form to improve our own methodologies and proprietary AI models. Before doing so, we remove information that identifies the client, its personnel, and its patients or clients. We never use protected health information for this purpose, and we never disclose one client's confidential information to another client. Clients may opt out at any time.
We maintain de-identified information in de-identified form and do not attempt to re-identify it.
We do not use AI tools to make decisions about you that produce legal or similarly significant effects.
We may in the future offer AI-powered features on the Site, such as chatbots or AI agents that answer questions or help you book services. If we do, information you share with those features will be used to respond to you and to improve our Services, as described in this Privacy Policy. AI-generated responses may be inaccurate, and they do not change the terms of any agreement with us. Please do not share sensitive personal information, including health information, with any AI feature on the Site.
4. Session Recordings
With your consent, as described in your service agreement, we may record client sessions and convert the recordings into transcripts to prepare your deliverables. We delete audio and video recordings within twelve (12) months after the session in which they were made, unless you ask us to delete them sooner. We treat recordings and transcripts as confidential.
5. Cookies, Analytics and Advertising
We and our service providers use cookies, pixels, tags and similar technologies on the Site. These include:
Essential cookies that make the Site work, such as those used by our website platform and booking tools
Analytics tools, such as Squarespace Analytics and Google Analytics, that help us understand how visitors use the Site
Advertising and retargeting tools, such as the Meta Pixel and the LinkedIn Insight Tag, that help us measure our advertising and show our ads to people who have visited the Site
Advertising tools allow these platforms to collect information about your activity on the Site and use it, along with information they have about you, to show you ads on their platforms and elsewhere. Some state privacy laws may treat this kind of advertising as "targeted advertising," or as a "sale" or "sharing" of personal information, even though no money changes hands.
Your choices:
You can use our cookie settings banner, where available, to manage non-essential cookies.
You can opt out of targeted advertising by contacting us at the email address below.
We honor the Global Privacy Control (GPC) browser signal as a request to opt out of targeted advertising, where required by law.
You can opt out of Google Analytics using Google's browser add-on, adjust your ad preferences in your Meta and LinkedIn account settings, or use industry opt-out tools such as those offered by the Digital Advertising Alliance.
You can block or delete cookies through your browser settings, although some parts of the Site may not work properly as a result.
6. How We Share Your Information
We do not sell your personal information for money, and we do not rent or share our contact lists with other businesses for their own marketing. We share information only as described below:
Service providers that help us run our business, under agreements that limit their use of your information. These include providers in the following categories:
Website hosting and analytics, such as Squarespace and Google
Scheduling and payments, such as Acuity Scheduling and Stripe
Agreements and e-signatures, such as PandaDoc
Forms and quizzes, such as Typeform
Newsletter and email marketing, such as Beehiiv and other email platforms we may use
Community, such as Discord
Video meetings, such as Zoom
Workflow automation, such as Zapier
File storage, productivity and project management, such as Google Workspace, Notion and Dropbox
Accounting, such as QuickBooks
Customer relationship management, such as GoHighLevel or a similar platform we may use in the future
AI tools, as described in Section 3
Subcontractors who help us deliver client services, such as photographers or developers, who are required to keep client information confidential.
Advertising and analytics partners, as described in Section 5.
Legal and safety purposes, if we believe disclosure is required by law, or necessary to protect our rights, our clients, or the safety of others.
Business transfers, if our business is involved in a merger, sale or other transfer of assets, subject to this Privacy Policy.
With your consent, such as when you approve the use of your testimonial or story, as described in Section 7.
7. Testimonials and Client Stories
We may feature client testimonials, video stories, case studies and logos on the Site and in our content. We obtain your consent before publishing your name, likeness, logo, testimonial or story. You may ask us to remove previously published content by contacting us, and we will remove it from the Site and from content we control going forward.
8. Our Community and Newsletter
Our community is hosted on Discord, and our newsletter is delivered through Beehiiv. Information you post in our community may be visible to other members. Your use of those platforms is also governed by their own terms and privacy policies. You can unsubscribe from our newsletter at any time using the link in any email, and you can leave our community at any time.
9. Health Information
Some of our clients are health care providers. Our Site and Services are not designed to collect protected health information, and we ask that you do not submit patient or health information through the Site, our quizzes, our community or any AI feature. Our handling of any health information in a client engagement is governed by the client's service agreement.
10. Data Retention
We keep personal information for as long as needed for the purposes described in this Privacy Policy, including to provide our Services, maintain business and tax records, resolve disputes and enforce our agreements. Session recordings are deleted as described in Section 4. When information is no longer needed, we delete it or de-identify it.
11. Data Security
We use reasonable administrative, technical and physical safeguards to protect personal information, and we choose service providers that maintain appropriate security practices. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
12. Your Privacy Rights
Depending on where you live, you may have the right to:
Confirm whether we process your personal information and access it
Correct inaccurate personal information
Delete personal information
Obtain a copy of your personal information in a portable format
Opt out of targeted advertising, the sale of personal information, and certain profiling
To exercise these rights, email us at jeff@cashflowcreative.com with the subject line "Privacy Request." We will verify your request before responding and will respond within the time required by applicable law. You may use an authorized agent to submit a request on your behalf, where permitted by law. We will not discriminate against you for exercising your privacy rights.
If we deny your request, you may appeal our decision by replying to our response with the subject line "Privacy Appeal." We will respond to your appeal within the time required by law. If you are not satisfied with the result of your appeal, you may contact your state's Attorney General.
13. Email Communications
You can opt out of marketing emails at any time by clicking the unsubscribe link in any email. We may still send you transactional messages, such as booking confirmations, agreements and receipts.
14. Children's Privacy
The Site and our Services are intended for business owners and professionals and are not directed to children under 18. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us and we will delete it.
15. Users Outside the United States
Our Services are designed for clients in the United States, and we do not currently offer our services to clients outside the United States. If you visit the Site from outside the United States, your information will be processed in the United States, where data protection laws may differ from those in your country.
16. Third-Party Links and Platforms
The Site may link to websites and platforms we do not control, including tools we recommend. We are not responsible for the privacy practices of those third parties, and we encourage you to review their privacy policies.
17. Changes to This Privacy Policy
We review this Privacy Policy at least once a year and may update it from time to time. If we make material changes, we will update the Effective Date above and, where appropriate, notify you by email or through the Site.
18. Contact Us
If you have questions about this Privacy Policy or our privacy practices, contact us at:
Leading Pass, LLC, d/b/a Cash Flow Creative Email: jeff@cashflowcreative.com