1. Who we are

Prosper Pathways, LLC ("Prosper Pathways," "we," "us," or "our") provides strategic advisory, operational systems, educational resources, diagnostic reviews, and implementation services designed to improve clarity, structure, follow-up, and operational continuity for professionals and businesses.

This Privacy Policy applies to information collected through our website, online forms, assessments, inquiries, service engagements, educational programs, and related business communications.

2. Information we collect

We collect information in three primary ways: information you provide, information collected automatically through website technologies, and information received from service providers supporting our business operations.

Information you provide may include:

Contact information such as your name, email address, telephone number, company, job title, and related details.
Information submitted through contact forms, Executive Brief requests, the Lost Opportunity Check, Leadflow & Operations Audit intake, Strategic Advisory applications, or other service inquiries.
Business information such as operational processes, workflow challenges, lead handling, follow-up practices, business goals, reporting needs, and implementation requirements.
Messages, survey responses, applications, discovery information, and other content voluntarily submitted.
Billing and transaction-related information associated with purchases of services, audits, programs, or digital products.

Information collected automatically may include:

Website pages viewed, links clicked, referring websites, and general browsing activity.
Device type, browser type, operating system, IP address, and approximate geographic location.
Cookies, analytics identifiers, tracking technologies, or similar information when these technologies are active.

Information received through service providers may include:

Form submissions, survey responses, CRM records, scheduling information, and communication activity processed through integrated software platforms.
Delivery information associated with requested resources, confirmations, service communications, or program access.
Payment confirmations, transaction status, and related records provided by payment processors.

We do not generally require payment card numbers to be submitted directly through our website forms. Payment information may be processed by third-party payment providers under their own security and privacy practices.

3. Lost Opportunity Check & Leadflow & Operations Audit

Prosper Pathways offers a free Lost Opportunity Check and a separate paid Leadflow & Operations Audit. These services involve different levels of information collection and review.

Lost Opportunity Check: The free check collects responses concerning lead handling, inquiry management, follow-up consistency, and potential operational gaps. Contact information may also be collected when voluntarily submitted or required by the applicable form.

Responses may be used to provide requested information, identify general areas of concern, support relevant follow-up communications, and help determine whether additional services may be appropriate.

Leadflow & Operations Audit: The paid audit may require additional business context, workflow descriptions, website or leadflow information, and other materials relevant to the agreed review.

Information collected for an audit may be used to evaluate operational conditions, prepare up to five prioritized findings, develop a 90-Day Action Roadmap, and communicate recommendations.

When system access or additional documentation is necessary, the requested information and authorized access should be limited to what is reasonably needed for the agreed scope.

Completing the free check does not require purchasing the paid audit. Purchasing an audit does not require purchasing subsequent implementation services.

4. How we use information

We may use collected information to:

Respond to inquiries and provide requested information.
Deliver resources such as the Executive Brief.
Process Lost Opportunity Check submissions and provide related results or communications.
Conduct Leadflow & Operations Audits, prepare findings, and develop recommendations.
Review Strategic Advisory applications and determine potential engagement fit.
Deliver Operational Clarity System, LeadFlow Continuity System, Strategic Advisory, and other contracted services.
Provide access to educational programs, digital products, and purchased resources.
Manage CRM records, scheduling, communications, client support, and internal workflows.
Develop, configure, and maintain authorized business systems and implementation workflows.
Send service-related notices, confirmations, and administrative communications.
Send marketing or educational communications when permitted by applicable law and consent.
Evaluate website performance, improve services, and support internal business operations.
Detect misuse, protect information, and address security concerns.
Comply with applicable legal, contractual, accounting, and regulatory obligations.

5. AI-assisted processing & operational tools

Prosper Pathways may use AI-assisted technologies, CRM platforms, workflow automation, cloud-based software, reporting tools, and other third-party services to support business operations and service delivery.

These technologies may assist with administrative coordination, intake organization, operational analysis, workflow design, reporting, document preparation, communication support, and implementation planning.

Information provided through inquiries, assessments, audits, applications, or client engagements may be processed using such tools when relevant to the business purpose or agreed service.

The handling of information by third-party AI and software providers may depend on the specific service, account configuration, contractual terms, and applicable privacy policies. Provider practices may differ regarding storage, retention, subprocessors, and use of information to improve their services.

Prosper Pathways does not sell personal information as part of its ordinary business operations. We seek to limit the information processed through operational tools to what is reasonably appropriate for the intended purpose.

Clients and website visitors should avoid submitting highly sensitive information, including Social Security numbers, banking credentials, account passwords, protected health information, or similarly regulated data unless specifically requested through an approved and appropriate process.

No AI-assisted system, cloud platform, software provider, or electronic communication method can guarantee absolute confidentiality or security.

6. Third-party platforms and service providers

Prosper Pathways uses or may use third-party service providers to support website hosting, embedded forms, CRM functionality, email and text communications, payment processing, scheduling, analytics, automation, educational delivery, and operational implementation.

These services may include GoHighLevel, Coach Foundation, payment processing platforms, website providers, communication services, and other software providers relevant to business operations.

Information submitted through website forms, surveys, scheduling tools, or other integrations may be transmitted to and processed by these providers.

Third-party providers operate under their respective terms, security practices, contractual arrangements, and privacy policies. Their practices may differ from those described in this policy.

When Prosper Pathways implements systems for a client, additional platform terms, subscriptions, data-processing arrangements, or access permissions may apply.

7. How we share information

Prosper Pathways does not sell personal information as part of its ordinary business operations. Information may be disclosed in limited circumstances, including:

Service providers: Vendors supporting website operations, CRM systems, communications, payments, analytics, automation, and service delivery.
Authorized client services: Providers or systems involved in delivering an agreed implementation or advisory engagement.
Legal obligations: Circumstances involving applicable laws, lawful requests, legal proceedings, or regulatory requirements.
Security and protection: Situations where disclosure is reasonably necessary to investigate misuse, protect rights, or address security incidents.
Business transactions: A merger, acquisition, restructuring, sale of assets, or similar business change.

Information shared with providers may be subject to their applicable contractual obligations and privacy practices.

8. Cookies and analytics

Our website and integrated service providers may use cookies, analytics technologies, tracking pixels, and similar tools to support website functionality, understand visitor activity, measure marketing effectiveness, and improve user experience.

These technologies may collect information about website visits, browser characteristics, device information, page interactions, and referral sources.

Certain technologies may be necessary for website operation, while others may support analytics or marketing activities.

Visitors can generally adjust cookie settings through their browser. Blocking certain cookies may affect website features or embedded forms.

Where applicable law requires additional consent or opt-out choices for nonessential tracking technologies, those requirements should be addressed through the relevant website consent or preference mechanisms.

9. Communications and consent

When you submit a form, request a resource, complete the Lost Opportunity Check, purchase an audit, apply for Strategic Advisory, or otherwise contact Prosper Pathways, we may send communications related to that request.

These communications may include confirmations, requested information, service updates, scheduling details, follow-up questions, and administrative notices.

Prosper Pathways may use automated email or text messaging workflows to support communications and service delivery.

Marketing emails or promotional text messages will be sent in accordance with applicable consent and communication laws. Submitting a general inquiry does not, by itself, constitute unrestricted consent to receive promotional text messages.

Where marketing emails are provided, recipients may unsubscribe using an available unsubscribe link or by contacting Prosper Pathways.

Where text messaging is offered, applicable opt-out instructions may be provided through the message or relevant consent process.

Certain transactional or service-related communications may still be necessary to fulfill an existing request, purchase, or engagement.

10. Data retention

Prosper Pathways retains information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy.

Retention may depend on the type of information, service relationship, operational need, applicable legal requirements, contractual obligations, and recordkeeping practices.

For example, inquiry records, assessment submissions, audit materials, advisory applications, and client service records may be retained to support follow-up, service history, operational continuity, dispute resolution, and compliance.

Some information may remain in backups, transaction records, or third-party systems according to applicable retention schedules and provider terms.

When information is no longer reasonably needed, Prosper Pathways may delete, de-identify, archive, or otherwise dispose of it in accordance with applicable requirements and operational procedures.

11. Security

Prosper Pathways seeks to use reasonable administrative, technical, and operational safeguards to help protect information processed through its website, communication systems, and services.

Safeguards may include appropriate account access controls, service-provider security features, restricted permissions, and other measures suitable for the information and systems involved.

Security measures vary by platform and service arrangement. No method of electronic transmission, cloud storage, third-party processing, or digital communication is completely secure.

Prosper Pathways cannot guarantee absolute security or confidentiality.

12. Your rights and choices

Depending on your location and applicable privacy laws, you may have certain rights regarding personal information collected or processed by Prosper Pathways.

These rights may include requesting access to personal information, correcting inaccurate information, requesting deletion, withdrawing consent where applicable, or objecting to certain processing.

You may also have choices concerning marketing communications, cookies, and other tracking technologies.

To submit a privacy-related request, contact Prosper Pathways using the information provided below.

We may request reasonable information to verify identity before responding. Certain requests may be limited by applicable laws, legitimate business needs, recordkeeping requirements, or contractual obligations.

We will review privacy requests in accordance with applicable legal requirements.

13. United States and Canada privacy considerations

Prosper Pathways is based in the United States and may provide services to individuals and businesses in the United States and Canada.

Privacy rights and organizational obligations may vary depending on jurisdiction, the nature of the information involved, and the applicable legal framework.

Information submitted through our website or related services may be processed or stored in the United States or other jurisdictions where relevant service providers operate.

Where applicable, cross-border processing will be subject to relevant legal requirements and provider arrangements.

14. International visitors

Prosper Pathways primarily operates within the United States and may serve clients in Canada. We do not actively target every international jurisdiction.

Visitors accessing the website from outside these regions should understand that information submitted through forms or related services may be processed in jurisdictions with different privacy laws.

Where specific international data protection requirements apply, those requirements may create additional rights or obligations beyond the general provisions of this policy.

15. Children's privacy

Prosper Pathways services and educational programs are intended for adults aged 18 and older.

Our website and services are not directed toward children under 18, and we do not knowingly solicit personal information from individuals under 18.

If we become aware that personal information has been collected from a child inappropriately, we will review the circumstances and take appropriate action.

16. Changes to this policy

Prosper Pathways may update this Privacy Policy from time to time to reflect changes in services, business operations, technology, legal requirements, or information-handling practices.

The "Last Updated" date displayed above indicates the most recent revision.

Material changes may be communicated through the website or other appropriate methods when required by applicable law.

Prosper Pathways seeks to maintain reasonable transparency concerning information collection, operational technology, and service delivery.

17. Contact

If you have questions about this Privacy Policy, our information-handling practices, or a privacy-related request, please contact:

Prosper Pathways, LLC

Email: [email protected]

Contact Page: Contact Prosper Pathways

How information is handled across communication, operational systems, and service delivery.