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This Privacy Policy describes how Success with Soul, Inc., a Georgia corporation (“Success with Soul, Inc.,” “we,” “us,” or “our”), collects, uses, shares, and protects information about you when you visit our website at https://successwithsoul.co, https://katekordsmeier.com, https://programs.katekordsmeier.com, or any other website, course portal, community space, or service we operate (collectively, the “Services”), or when you otherwise interact with us.
This Privacy Policy applies to all visitors, users, customers, subscribers, community members, and prospective customers of the Services. By using the Services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with our practices, please do not use the Services.
Specific rights and notices applicable to residents of California, the European Economic Area, the United Kingdom, and certain U.S. states are set forth in later sections of this Privacy Policy.
1. INFORMATION WE COLLECT
We collect information about you in several ways:
1.1 Information You Provide Directly
You provide information when you purchase a product, subscribe to a newsletter, join a community, submit a form, leave a comment, contact us, or otherwise interact with the Services. This information may include:
(a) Identifiers: name, email address, postal address, telephone number, billing address, account username, and password (passwords are stored in encrypted form and are not visible to us);
(b) Commercial information: records of products and services purchased, payment information processed by our payment processors, transaction history, refund history, and product preferences;
(c) Business information you submit: information about your business, audience, goals, revenue, marketing efforts, and related professional information that you share in coaching forms, community posts, applications, surveys, or one-on-one communications;
(d) Content you submit: comments, testimonials, community posts, written submissions, recorded video or audio, photos, files, and other content you provide;
(e) Professional or employment information: information about your business, occupation, or industry shared in applications, intake forms, or coaching contexts;
(f) Audio, video, and electronic information: recordings of coaching calls, group calls, live workshops, podcast guest appearances, and voice messages you send through services like Voxer.
1.2 Information We Collect Automatically
When you use the Services, we automatically collect certain information, including:
(a) Device and browser information: IP address, browser type and version, operating system, device type, device identifiers, and time zone setting;
(b) Usage data: pages visited, links clicked, time spent on pages, referring website, search terms used to find our Services, and dates/times of access;
(c) Cookies, pixels, and similar technologies: see Section 5 below for details.
1.3 Information We Collect from Third Parties
We may receive information about you from third parties, including:
(a) Payment processors (currently Stripe, Kartra-integrated processing and PayPal): payment authorization information, billing addresses, and transaction details necessary to process your purchases;
(b) Marketing partners and affiliates: if you arrive at our Services through an affiliate, partner, or referral, we may receive information about the source of your visit;
(c) Public sources: publicly available information about your business or professional profile;
(d) Social media platforms: if you interact with us via social media (which we do not actively use for organic marketing but may receive incidental contact through), we may receive information made available through those platforms;
(e) Analytics providers: aggregated and individual analytics data about your interaction with the Services.
1.4 Sensitive Personal Information
We generally do NOT seek to collect sensitive personal information (as defined under the California Privacy Rights Act and similar laws). However, in the ordinary course of providing coaching services and operating community spaces, you may voluntarily share information that could be considered sensitive (for example, health-related information shared in a coaching context, or information about your personal circumstances). We treat such information with appropriate care and do not use it for purposes other than providing the Services. Please see Section 9 for additional information on sensitive personal information.
2. HOW WE USE YOUR INFORMATION
We use the information we collect for the following purposes:
(a) To provide the Services: delivering courses, memberships, coaching, community access, AI Tools, and any other product or service you purchase;
(b) To process transactions: authorizing payments, sending receipts, managing subscriptions and payment plans, and handling refunds;
(c) To communicate with you: sending administrative emails, transactional communications, customer support responses, product updates, and policy notifications;
(d) To send marketing communications: sending newsletters, promotional offers, and other commercial messages, subject to your consent and your right to unsubscribe;
(e) To personalize the Services: customizing content, recommendations, and experiences based on your interactions and preferences;
(f) To improve the Services: analyzing usage patterns, conducting research, and developing new features or products;
(g) To run advertising and remarketing: serving targeted advertisements on third-party platforms (such as Meta and Google) based on your interactions with our Services;
(h) To detect and prevent fraud, abuse, and unauthorized activity: protecting our Services, our customers, and our business;
(i) To comply with legal obligations: responding to subpoenas, court orders, regulatory inquiries, tax filings, and other legal requirements;
(j) To enforce our agreements: including our Terms & Conditions, Affiliate Partner Terms, and other contractual relationships;
(k) To analyze and report: generating internal business analytics, reporting performance to affiliates and partners (in aggregate), and producing financial and operational reports;
(l) For other purposes disclosed at the time of collection or to which you consent.
If you are located in the European Economic Area or the United Kingdom, additional information about the legal bases on which we rely for each of these purposes is set forth in Section 8.3 below.
3. HOW WE SHARE YOUR INFORMATION
We share your information with the following categories of third parties:
3.1 Service Providers and Processors
We use third-party service providers to operate the Services. These providers process your information on our behalf and are contractually required to protect your information and use it only for the purposes we specify. Our current service providers include:
| Provider | Purpose | Categories of Data Shared |
|---|---|---|
| Kartra | Course delivery, email marketing automation, payment processing, customer database, affiliate platform | Identifiers, commercial information, content, usage data |
| Beehiiv | Newsletter delivery and subscriber analytics | Identifiers (name, email), engagement data |
| Stripe (via Kartra) | Payment processing | Payment information, transaction details |
| PayPal | Customer payment option and affiliate payouts | Payment information, transaction details |
| Skool | Community platform for The Room, $1K/Day Experiment, and VIP Soul Circle | Identifiers, content you post, engagement data |
| Airtable | Forms, customer applications, internal data storage | Identifiers, content you submit, professional information |
| Zapier | Automation between platforms | Data routed between connected systems |
| OpenAI | CustomGPTs and AI Tools accessed through ChatGPT | Inputs you provide when using AI Tools |
| Anthropic | AI Tools using Claude (where applicable) | Inputs you provide when using AI Tools |
| WordPress / Showit | Website hosting and content management | Identifiers, usage data, IP address |
| Google Analytics 4 | Website analytics | IP address (anonymized where possible), usage data |
| Google Tag Manager | Tag management for analytics and advertising | Usage data |
| Meta (Facebook) Pixel | Advertising and remarketing | Usage data, IP address, advertising identifiers |
| Pinterest Tag | Advertising and remarketing | Usage data, IP address |
| Senja | Testimonial collection and display | Content you submit as a testimonial |
| QuickBooks Online | Bookkeeping and financial records | Transaction information |
| Calendly (or other scheduling tool) | Coaching call scheduling | Identifiers, calendar availability |
| Voxer and Telegram | Voice messaging for coaching | Identifiers, voice recordings |
| Loom (or other screen recording tool) | Personalized feedback for Expert Eyes audits | Identifiers, video content |
| DocuSign / Dropbox Sign (if applicable) | Contract signing for coaching engagements | Identifiers, signatures, contract data |
Each provider’s privacy practices are governed by their own privacy policies. We encourage you to review the privacy policies of any provider whose services you use directly.
3.2 Business Transfers
If Success with Soul, Inc. is involved in a merger, acquisition, financing, sale of assets, reorganization, bankruptcy, or any change of corporate control, your information may be transferred to the successor entity as part of that transaction. We will provide notice of any such transfer that materially affects how your information is handled.
3.3 Legal and Safety Disclosures
We may disclose your information when required by law or when we believe in good faith that disclosure is necessary to: (a) comply with a legal obligation, court order, subpoena, or governmental request; (b) protect and defend our rights or property; (c) prevent or investigate fraud, security incidents, or technical issues; (d) protect the personal safety of users of the Services or the public; or (e) defend against legal claims.
3.4 With Your Consent
We may share your information for purposes not described above with your explicit consent.
3.5 Aggregated and De-Identified Information
We may share aggregated or de-identified information that cannot reasonably be used to identify you with third parties for marketing, advertising, research, or other purposes.
3.6 What We Do NOT Do
We do NOT sell your personal information for money. We do not knowingly share your personal information with data brokers. We do, however, “share” your personal information for cross-context behavioral advertising purposes as that term is defined under the California Privacy Rights Act, by using third-party advertising and analytics tools (such as Meta Pixel, Google Tag Manager, and similar). California residents have the right to opt out of such sharing as described in Section 8.1.
4. AI TOOLS AND THIRD-PARTY AI PROCESSING
Certain products and services we offer use third-party artificial intelligence platforms, including OpenAI (ChatGPT) and Anthropic (Claude). When you use one of our AI Tools (including CustomGPTs, prompt libraries, AI-powered templates, and AI-assisted workflows):
(a) Information you input into an AI Tool is transmitted to and processed by the relevant third-party AI platform under that platform’s privacy policy and data practices, not under this Privacy Policy;
(b) The third-party AI platform may retain your inputs, use your inputs to improve its models (depending on your account settings with that platform), or otherwise process your inputs in ways outside our control;
(c) We do not have access to the inputs you provide directly to AI platforms unless you separately share them with us;
(d) You are solely responsible for the information you input into AI Tools. The Terms & Conditions for our AI Tools prohibit inputting certain types of confidential, sensitive, or regulated data into AI platforms. Please review those Terms before using any AI Tool.
To learn how your data is handled by the AI platforms we integrate with:
- OpenAI Privacy Policy: https://openai.com/policies/privacy-policy
- Anthropic Privacy Policy: https://www.anthropic.com/legal/privacy
5. COOKIES AND TRACKING TECHNOLOGIES
5.1 What Are Cookies?
Cookies are small data files stored on your browser or device when you visit a website. We use both session cookies (which expire when you close your browser) and persistent cookies (which remain until deleted or expired).
5.2 Types of Cookies We Use
(a) Essential cookies: required for the Services to function, including authentication, payment processing, and session management. You cannot opt out of essential cookies if you wish to use the Services.
(b) Analytics cookies: help us understand how visitors interact with the Services. We use Google Analytics 4 and similar tools.
(c) Advertising and remarketing cookies/pixels: used by us and our advertising partners (such as Meta and Google) to show you relevant advertisements on third-party platforms based on your visits to our Services.
(d) Functionality cookies: remember your preferences and customize your experience.
5.3 Specific Tracking Technologies in Use
We currently use the following tracking technologies:
- Google Analytics 4 (analytics)
- Google Tag Manager (tag management)
- Meta (Facebook) Pixel (advertising and remarketing)
- Pinterest Tag (advertising and remarketing, where applicable)
- Kartra session cookies (authentication and course delivery)
- Beehiiv tracking pixels in newsletters (engagement analytics)
5.4 Cookie Consent
For visitors from the European Economic Area, United Kingdom, and U.S. states with comprehensive privacy laws, we provide a cookie consent banner that allows you to accept, reject, or manage non-essential cookies before they are set. You may change your cookie preferences at any time by clicking the “Cookie Preferences” link in our website footer.
5.5 Browser Controls
You can configure your browser to refuse or delete cookies. However, doing so may affect the functionality of the Services. For information on managing cookies in your browser, consult the help section of your browser or visit https://allaboutcookies.org.
5.6 Do Not Track
Some browsers offer a “Do Not Track” signal. There is currently no industry standard for how to respond to such signals, and we do not currently respond to them. Where required by applicable law (such as the California Privacy Rights Act), we do honor the Global Privacy Control signal.
6. ADVERTISING AND MARKETING
6.1 Marketing Emails
We send marketing emails to subscribers who have opted in. You may unsubscribe at any time by clicking the unsubscribe link in any marketing email or by emailing privacy@successwithsoul.co. Unsubscribing from marketing emails does not affect transactional or service-related communications.
6.2 Targeted Advertising
We use third-party advertising platforms (currently Meta Ads and Google Ads) to deliver advertisements to users who have interacted with our Services. These platforms use tracking technologies (described in Section 5) to identify users across their networks. You may opt out of targeted advertising as described in Section 8 and through the following industry tools:
- Digital Advertising Alliance: https://optout.aboutads.info
- Network Advertising Initiative: https://optout.networkadvertising.org
- Meta Ads Preferences: https://www.facebook.com/ads/preferences
- Google Ads Settings: https://adssettings.google.com
6.3 Affiliate Marketing
Our website and content may contain affiliate links. When you click an affiliate link and make a purchase, the merchant may share information about the transaction with us so that we can credit the referring affiliate. Affiliate links are governed by the Success with Soul Affiliate Partner Terms.
6.4 Newsletter Tracking
Our newsletters contain tracking pixels that allow us to see whether and when you open emails and which links you click. We use this information to improve our content and tailor future communications. This data is not shared with third parties for their own marketing purposes.
7. CHILDREN’S PRIVACY
Our Services are intended for adults age 18 and older and are not directed to children. We do not knowingly collect personal information from children under the age of 13 (or, for residents of the European Economic Area and the United Kingdom, under the age of 16, where applicable).
If we become aware that we have collected personal information from a child under the age of 13 (or 16, where applicable) without verifiable parental consent, we will take reasonable steps to delete that information promptly. If you believe we have inadvertently collected information from a child, please contact us at privacy@successwithsoul.co.
8. YOUR PRIVACY RIGHTS
Depending on where you reside, you may have specific rights regarding your personal information. We honor the rights described below regardless of where you reside, except where applicable law specifies otherwise.
8.1 Rights for California Residents (CCPA / CPRA)
If you are a California resident, the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”) grants you the following rights:
Right to Know. You have the right to request that we disclose: the categories of personal information we collected, the sources from which we collected it, the business or commercial purposes for collection or sharing, the categories of third parties with whom we shared the information, and the specific pieces of personal information we collected about you.
Right to Delete. You have the right to request that we delete personal information we collected about you, subject to certain exceptions (such as completing a transaction, detecting fraud, or complying with a legal obligation).
Right to Correct. You have the right to request that we correct inaccurate personal information.
Right to Opt Out of Sale or Sharing. You have the right to direct us not to sell or share your personal information. We do not sell personal information for money. We do “share” personal information for cross-context behavioral advertising (through tools like Meta Pixel and Google Tag Manager). You may exercise your right to opt out of such sharing by clicking the “Do Not Sell or Share My Personal Information” link in our website footer or by contacting us at privacy@successwithsoul.co.
Right to Limit Use of Sensitive Personal Information. You have the right to direct us to limit the use of sensitive personal information to purposes specified under the CPRA.
Right to Non-Discrimination. We will not discriminate against you for exercising any of your privacy rights.
Categories of Personal Information Collected in the Past 12 Months. We have collected the following categories of personal information from California residents: identifiers; commercial information; internet and other electronic activity information; geolocation data (general, not precise); audio, visual, and similar information; professional or employment information; and inferences drawn from the above.
Categories of Sources. We collect personal information directly from you, automatically through your use of the Services, and from third parties as described in Section 1.3.
Business Purposes for Collection and Sharing. We collect and share personal information for the business purposes listed in Section 2.
Categories of Third Parties We Share With. We share personal information with the categories of third parties listed in Section 3.
Categories of Personal Information Sold or Shared. We do not sell personal information. We share the following categories for cross-context behavioral advertising: identifiers; internet and other electronic activity information.
Retention Periods. See Section 10 for retention information.
How to Exercise Your Rights. Submit a request by emailing privacy@successwithsoul.co with the subject “California Privacy Rights Request” and indicating which right you wish to exercise. We will respond within 45 calendar days (extendable to 90 days with notice).
Verification. We may need to verify your identity before responding to a request, particularly for requests to delete or know specific information. We may ask you to confirm information we already have on file.
Authorized Agents. You may designate an authorized agent to exercise your rights on your behalf. We will require proof of the agent’s authorization, which may include a signed power of attorney.
8.2 Rights for Residents of Other U.S. States with Comprehensive Privacy Laws
If you are a resident of Colorado, Connecticut, Utah, Virginia, Texas, Oregon, Montana, or another state with a comprehensive consumer privacy law, you may have rights similar to those described in Section 8.1, including the right to access, delete, correct, and opt out of targeted advertising. To exercise these rights, contact us at privacy@successwithsoul.co. We will respond within the timeframe required by your state’s law.
[ATTORNEY NOTE: The state law patchwork is evolving rapidly. Attorney should verify the specific list of states and any state-specific procedural requirements at time of publication.]
8.3 Rights for Residents of the European Economic Area and the United Kingdom (GDPR / UK GDPR)
If you are located in the European Economic Area (“EEA”) or the United Kingdom (“UK”), the General Data Protection Regulation (“GDPR”) and the UK GDPR grant you the following rights:
Right of Access. You have the right to request access to the personal information we hold about you.
Right to Rectification. You have the right to request correction of inaccurate personal information.
Right to Erasure (“Right to Be Forgotten”). You have the right to request deletion of your personal information, subject to certain exceptions.
Right to Restriction of Processing. You have the right to request that we restrict processing of your personal information in certain circumstances.
Right to Data Portability. You have the right to receive your personal information in a structured, commonly used, machine-readable format and to transmit it to another controller.
Right to Object. You have the right to object to processing of your personal information based on legitimate interests, direct marketing, or scientific/historical research.
Right to Withdraw Consent. Where we rely on consent as the legal basis for processing, you have the right to withdraw that consent at any time. Withdrawal does not affect the lawfulness of processing prior to withdrawal.
Right Not to Be Subject to Automated Decision-Making. You have the right not to be subject to decisions based solely on automated processing that produce legal effects or similarly significant effects on you. We do not currently engage in such automated decision-making.
Right to Lodge a Complaint. You have the right to lodge a complaint with your local data protection supervisory authority.
Legal Bases for Processing. We process personal information of EEA/UK residents on the following legal bases:
| Processing Purpose | Legal Basis |
|---|---|
| Providing the Services you purchased | Contract (Article 6(1)(b)) |
| Marketing emails to existing customers | Legitimate interest (Article 6(1)(f)) |
| Marketing emails to new subscribers | Consent (Article 6(1)(a)) |
| Analytics and service improvement | Legitimate interest (Article 6(1)(f)) |
| Cookie-based advertising | Consent (Article 6(1)(a) + ePrivacy Directive) |
| Legal compliance (tax, accounting, regulatory) | Legal obligation (Article 6(1)(c)) |
| Fraud prevention and security | Legitimate interest (Article 6(1)(f)) |
Data Controller. The data controller responsible for your personal information is Success with Soul, Inc. Contact information is in Section 16.
International Data Transfers. See Section 12.
How to Exercise Your Rights. Submit a request by emailing privacy@successwithsoul.co with the subject “GDPR Privacy Request.” We will respond within one (1) month (extendable by two additional months for complex requests).
8.4 Rights for Residents of Other Jurisdictions
If you are located in another jurisdiction with applicable privacy laws (such as Canada under PIPEDA, Australia under the Privacy Act, or Brazil under LGPD), you may have rights similar to those described above. Contact us at privacy@successwithsoul.co to exercise any applicable rights.
9. SENSITIVE PERSONAL INFORMATION
We generally do not seek to collect sensitive personal information as defined under applicable privacy laws (including, for California residents, information such as Social Security numbers, government identifiers, account credentials, precise geolocation, racial or ethnic origin, religious beliefs, mail or message contents, genetic data, biometric information, health information, sexual orientation, or political opinions).
However, in the course of coaching, community participation, or voluntary submissions, you may share information that could be considered sensitive (such as health-related information about your business circumstances, family situation, or personal experiences). When you voluntarily share such information:
(a) We treat it with the same care as other personal information; (b) We do not use it for purposes other than providing the Services and supporting you; (c) We do not disclose it to third parties except as described in this Privacy Policy; (d) We retain it only as long as needed for the purposes for which it was collected.
You should not include sensitive personal information in public-facing community posts, comments, or testimonials unless you are comfortable with that information being publicly visible.
If you are a California resident, you have the right to limit our use of sensitive personal information as described in Section 8.1.
10. DATA RETENTION
We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law. Our general retention practices are:
| Data Category | Retention Period |
|---|---|
| Customer account information | Duration of the customer relationship plus 7 years (for tax and legal compliance) |
| Transaction records | 7 years (for tax and legal compliance) |
| Marketing subscriber data | Until you unsubscribe or 3 years of inactivity, whichever is sooner |
| Coaching call recordings | Duration of the Product’s lifetime access period |
| Community posts and submissions | Duration of your community membership plus a reasonable archival period |
| Website analytics data | Up to 26 months (Google Analytics 4 default) |
| Cookie data | As described in Section 5 |
| Customer support communications | 3 years after resolution |
| Records of consent | Duration of the relationship plus 3 years |
When personal information is no longer needed, we either delete it or anonymize it so it can no longer be associated with you.
11. DATA SECURITY
We implement reasonable technical and organizational measures designed to protect your personal information from unauthorized access, loss, misuse, alteration, and destruction. Our security measures include:
(a) Encrypted transmission of data using HTTPS/TLS; (b) Encrypted storage of passwords; (c) Access controls limiting which personnel can access personal information; (d) Use of reputable third-party service providers with documented security practices; (e) Periodic review of our security practices.
No system is perfectly secure, and we cannot guarantee the absolute security of your information. You are responsible for maintaining the confidentiality of your account credentials and for notifying us promptly of any unauthorized use.
In the event of a data breach affecting your personal information, we will notify you and applicable regulators in accordance with the requirements of applicable law.
12. INTERNATIONAL DATA TRANSFERS
Success with Soul, Inc. is based in the United States, and the personal information we collect is processed in the United States. Our service providers may also process personal information in other countries.
If you are located in the European Economic Area, the United Kingdom, or another jurisdiction with data transfer restrictions, please be aware that the United States may not be deemed to provide an equivalent level of data protection. We rely on the following safeguards for international transfers:
(a) Standard Contractual Clauses: We rely on the European Commission’s Standard Contractual Clauses (and the UK International Data Transfer Addendum) with our service providers where required;
(b) Service provider participation in approved transfer frameworks: Where our service providers participate in EU-US, UK-US, or Swiss-US Data Privacy Frameworks, we rely on their participation.
By using the Services, you understand that your personal information may be transferred to and processed in the United States and other countries.
13. AUTOMATED DECISION-MAKING AND PROFILING
We do not engage in automated decision-making that produces legal or similarly significant effects on you. We do use automated tools (such as analytics, segmentation, and email automation) to deliver content, advertisements, and communications tailored to your interests, but these tools do not make consequential decisions about you without human involvement.
14. CHANGES TO THIS PRIVACY POLICY
We may update this Privacy Policy from time to time. If we make material changes, we will provide notice by: (a) posting the updated Privacy Policy on our website with an updated “Last Updated” date; and (b) where reasonably practicable, sending an email notification to active customers and subscribers at the email address on file.
Material changes will become effective thirty (30) days after the date of notification (or such longer period as required by applicable law). Non-material changes (including clarifying language, formatting changes, and updates to provider lists) become effective upon posting.
Your continued use of the Services after the effective date of any changes constitutes your acceptance of the updated Privacy Policy.
15. CALIFORNIA “SHINE THE LIGHT” LAW
California Civil Code Section 1798.83 (the “Shine the Light” law) permits California residents to request information about disclosures of personal information to third parties for those third parties’ direct marketing purposes. We do not disclose your personal information to third parties for their direct marketing purposes.
16. CONTACT US
For questions, concerns, or requests related to this Privacy Policy or your personal information, please contact us:
Email: privacy@successwithsoul.co Mailing Address: Success with Soul, Inc. Attn: Privacy c/o Kathryn Kordsmeier
For California Privacy Rights Requests, please use the subject line “California Privacy Rights Request.”
For GDPR/UK GDPR requests, please use the subject line “GDPR Privacy Request.”
We aim to respond to all privacy inquiries within 30 days, or within the timeframe required by applicable law.
17. STATE-SPECIFIC NOTICES
17.1 California Notice at Collection
Pursuant to the California Consumer Privacy Act, we provide the following notice at or before the point of collection:
- Categories of personal information we collect: identifiers; commercial information; internet and other electronic activity information; geolocation data (general); audio, visual, and similar information; professional or employment information; inferences.
- Purposes for collection and use: providing the Services, processing transactions, communicating with you, marketing (with consent), analytics, advertising, legal compliance, and as otherwise described in this Privacy Policy.
- Sale or sharing: We do not sell personal information for money. We do “share” personal information for cross-context behavioral advertising through cookies and tracking pixels (see Section 5 and Section 8.1).
- Retention: See Section 10.
17.2 Nevada Residents
Nevada residents have the right to opt out of the sale of certain “covered information.” We do not sell covered information as defined under Nevada law. To request that we not sell your information in the future, contact us at privacy@successwithsoul.co.
17.3 Colorado, Connecticut, Virginia, Utah, Texas, Oregon, Montana, and Other State Residents
You have the rights described in Section 8.2. To exercise your rights, contact us at privacy@successwithsoul.co.