GLOSS BUSINESS GROUP

PRIVACY POLICY

Effective Date: January 1, 2026

GLOSS BUSINESS GROUP™ (“GLOSS BUSINESS GROUP,” “Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal, business, operational, and technical information entrusted to us by clients, business owners, prospects, vendors, contractors, partners, trainees, website visitors, and users of our services and digital platforms.

This Privacy Policy explains how GLOSS BUSINESS GROUP collects, uses, stores, discloses, and protects information when you interact with our website, CRM systems, automation platforms, communication channels, virtual management services, consulting and implementation services, training programs, workshops, digital products, marketing systems, AI-enabled tools, and related offerings (collectively, the “Services”).

By using our Services, website, digital platforms, or submitting information to GLOSS BUSINESS GROUP, you acknowledge the practices described in this Privacy Policy. Where consent is required by law, we will request it separately and appropriately.

1. INFORMATION WE COLLECT

We may collect information directly from you, from your authorized representatives, from third-party service providers, from connected business systems, or automatically through digital technologies.

Personal Identification Information

This may include:

💋 Full name

💋 Phone number

💋 Email address

💋 Mailing or business address

💋 Business name

💋 Job title or professional role

💋 Government-issued identification when reasonably necessary for a specific service or verification process

💋 Date of birth when applicable and legally permitted

💋 Signature, acknowledgment, or consent records

Business & Financial Information

When engaging GLOSS BUSINESS GROUP for business management, consulting, systems implementation, or related services, we may collect:

💋 Business formation information

💋 EIN or business registration information

💋 Financial statements, reports, budgets, forecasts, and related records

💋 Revenue and expense information

💋 Banking or payment information when required for authorized transactions

💋 Funding, credit, or financing-related information when relevant to requested services

💋 Tax-related organizational documentation when provided for business purposes

💋 Vendor, contractor, customer, or supplier information supplied by the client

💋 Business plans, pricing information, internal policies, and strategic information

💋 Operational workflows, procedures, SOPs, and systems information

Service & Operational Information

Information related to the Services may include:

💋 CRM and automation setup details

💋 Client account and workspace information

💋 Business plans and operational systems

💋 Marketing data and campaign information

💋 Lead, prospect, and customer records

💋 Communication records

💋 Scheduling and appointment information

💋 Project management records

💋 Workflow, task, and pipeline information

💋 Sales and customer-service records

💋 Workshop, webinar, academy, or training participation information

💋 Internal business processes and documentation

💋 Reports, dashboards, KPIs, and performance data

💋 Service configuration preferences

Website & Technical Information

When you visit our website or use our digital systems, we may automatically collect:

💋 IP address

💋 Browser type

💋 Device type and operating system

💋 Website activity and pages visited

💋 Referring URLs

💋 Date and time of access

💋 Cookies and similar technologies

💋 CRM, form, funnel, and automation interaction data

💋 Email or messaging engagement data where supported and permitted

💋 Diagnostic, security, and system-log information

2. HOW WE USE YOUR INFORMATION

GLOSS BUSINESS GROUP may use collected information to operate, improve, protect, and provide the Services.

This may include:

💋 Delivering virtual management, business consulting, implementation, and operational support services

💋 Building business systems, workflows, SOPs, dashboards, and infrastructure

💋 Configuring CRM systems, pipelines, calendars, forms, funnels, and automations

💋 Coordinating projects, tasks, appointments, and communications

💋 Managing customer, prospect, partner, and client records

💋 Processing authorized payments, invoices, subscriptions, or transactions

💋 Providing customer support and account assistance

💋 Sending appointment reminders, onboarding messages, service updates, and operational notifications

💋 Providing training, workshops, certifications, templates, and digital resources

💋 Conducting analytics, reporting, forecasting, and operational planning

💋 Improving user experience, service quality, platform performance, and internal processes

💋 Marketing and promoting GLOSS BUSINESS GROUP services when permitted

💋 Preventing fraud, misuse, security incidents, or unauthorized activity

💋 Maintaining legal, contractual, regulatory, and accounting compliance

We may also use information internally for quality assurance, staff training, service development, documentation, process improvement, benchmarking, and strategic planning, subject to appropriate confidentiality and access controls.

3. CLIENT BUSINESS DATA, CONFIDENTIAL INFORMATION & SERVICE DELIVERY

GLOSS BUSINESS GROUP may receive access to confidential business information while providing Services. This may include client customer lists, sales data, financial information, business plans, credentials, workflows, marketing assets, operational records, or proprietary documentation.

GLOSS BUSINESS GROUP will use client-provided information only for legitimate business purposes, including:

💋 Performing contracted Services

💋 Implementing approved systems and workflows

💋 Supporting client operations

💋 Troubleshooting technical or process issues

💋 Providing reporting and analysis

💋 Fulfilling client-authorized requests

💋 Meeting legal or contractual obligations

Clients remain responsible for ensuring that they have the lawful right and appropriate permissions to provide customer, employee, contractor, prospect, or other third-party information to GLOSS BUSINESS GROUP for processing or implementation.

4. BUSINESS SYSTEMS, CRM, AI & AUTOMATION DATA

As part of our Services, GLOSS BUSINESS GROUP may help clients implement, configure, connect, or manage:

💋 CRM systems

💋 Lead-management systems

💋 Sales pipelines

💋 Marketing funnels

💋 Email and SMS workflows

💋 Appointment and scheduling systems

💋 AI assistants

💋 GPT-based tools

💋 AI agents

💋 Voice AI systems

💋 Chatbots

💋 Workflow automations

💋 Integrations

💋 APIs

💋 Webhooks

💋 Operational dashboards

💋 Reporting systems

Information processed through these systems may be transmitted to or stored by third-party technology providers according to their own privacy policies, security practices, terms, and data-processing agreements.

GLOSS BUSINESS GROUP does not guarantee uninterrupted availability, cybersecurity performance, data retention, or service continuity of third-party platforms that we do not control.

Where AI-enabled systems are used, client data may be processed by approved technology providers to perform requested functions. GLOSS BUSINESS GROUP will seek to configure such systems consistent with the client’s approved business purpose, applicable platform settings, and reasonable data-minimization practices.

Clients should not submit highly sensitive or regulated information into AI or automation systems unless the specific system, agreement, and use case are approved for that category of information.

5. PAYMENT INFORMATION

Payments may be processed through third-party payment processors. GLOSS BUSINESS GROUP may receive limited transaction information necessary to confirm payments, manage subscriptions, issue invoices, or maintain accounting records.

Where a third-party payment processor directly collects card or banking information, that provider’s privacy and security practices govern the processing of that financial information.

6. SHARING OF INFORMATION

GLOSS BUSINESS GROUP does not sell personal information for money and does not sell SMS consent information.

We may share information only when reasonably necessary to operate the business, perform Services, complete authorized transactions, protect rights and security, or comply with law.

Service Providers & Vendors

Information may be shared with approved third parties that assist with business operations, including:

💋 CRM platforms

💋 Automation and workflow software providers

💋 AI and technology providers

💋 Payment processors

💋 Email and SMS communication providers

💋 Scheduling and calendar platforms

💋 Website hosting and domain providers

💋 Analytics providers

💋 Cloud storage providers

💋 Project management systems

💋 Accounting or bookkeeping platforms

💋 Contractors, consultants, and professional service providers

These providers are expected to use information only as necessary to perform authorized services, subject to their agreements and applicable law.

Strategic Partners & Affiliates

Where requested or authorized, information may be shared with approved partners assisting with services such as:

💋 Business development support

💋 Funding preparation or business-credit coordination

💋 Legal or professional service coordination

💋 Branding and creative development

💋 Technology implementation

💋 Marketing production

💋 Training or operational support

Information will not be shared with strategic partners for their independent marketing purposes unless you have separately authorized that sharing or it is otherwise permitted by applicable law.

Legal Compliance & Protection

We may disclose information when reasonably necessary to:

💋 Comply with applicable laws, regulations, subpoenas, court orders, or lawful government requests

💋 Enforce agreements or protect contractual rights

💋 Protect the rights, property, safety, and operations of GLOSS BUSINESS GROUP, our clients, users, or the public

💋 Investigate fraud, security incidents, misuse, or unauthorized activity

💋 Establish, exercise, or defend legal claims

Business Transfers

If GLOSS BUSINESS GROUP is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction, information may be transferred as part of that transaction subject to appropriate confidentiality and legal safeguards.

7. MARKETING COMMUNICATIONS

GLOSS BUSINESS GROUP may send communications related to:

💋 Service updates

💋 Business education

💋 Marketing promotions

💋 Events and webinars

💋 Appointment reminders

💋 Operational notifications

💋 Product or service launches

💋 Training opportunities

💋 Client resources

💋 Business-development information

💋 Newsletters and educational content

You may opt out of marketing communications at any time by:

💋 Clicking the unsubscribe link in marketing emails

💋 Replying STOP to applicable SMS messages

💋 Updating available communication preferences

💋 Contacting GLOSS BUSINESS GROUP directly

Opting out of marketing communications does not necessarily stop transactional, service-related, account, billing, security, appointment, or other non-marketing communications that may be necessary to provide requested Services.

8. SMS COMMUNICATIONS & MOBILE INFORMATION

GLOSS BUSINESS GROUP may use SMS or MMS messaging for business communications, including service inquiries, onboarding, appointment reminders, scheduling, account updates, customer support, operational alerts, educational content, promotions, and marketing communications where appropriate consent has been obtained.

Where required, SMS consent is collected separately and affirmatively. Consent to receive marketing text messages is not a condition of purchasing goods or Services unless specifically permitted by law.

If you opt in to receive SMS communications:

💋 Message frequency may vary

💋 Message and data rates may apply

💋 You may reply STOP to opt out

💋 You may reply HELP for assistance where supported

💋 Consent applies only to the messaging purposes disclosed at the time of opt-in

GLOSS BUSINESS GROUP does not sell, rent, or share mobile phone numbers, SMS opt-in data, or SMS consent information with third parties or affiliates for their own marketing or promotional purposes.

Mobile information may be shared with telecommunications carriers, messaging providers, CRM providers, and other service providers solely as reasonably necessary to deliver, route, support, secure, or administer authorized messaging services on behalf of GLOSS BUSINESS GROUP.

Opt-out requests will be honored in accordance with applicable law and platform requirements. After an opt-out, a limited confirmation message may be sent where permitted.

9. COOKIES & TRACKING TECHNOLOGIES

Our websites and digital systems may use cookies, pixels, analytics technologies, and similar tools to:

💋 Improve website functionality

💋 Remember user preferences

💋 Analyze website traffic and user behavior

💋 Measure campaign performance

💋 Support marketing and retargeting where permitted

💋 Improve funnels, forms, and conversion paths

💋 Detect security or technical issues

💋 Enhance customer experience

💋 Optimize automation and digital performance

You may adjust browser or device settings to limit cookies; however, some website features may not function properly as a result.

10. DATA SECURITY

GLOSS BUSINESS GROUP uses reasonable administrative, technical, and operational safeguards designed to protect information from:

💋 Unauthorized access

💋 Loss

💋 Misuse

💋 Improper disclosure

💋 Alteration

💋 Destruction

💋 Unauthorized account activity

Safeguards may include access controls, password protections, role-based permissions, secure third-party platforms, authentication measures, system monitoring, staff procedures, and data-minimization practices where appropriate.

Despite these measures, no electronic system, transmission method, cloud platform, or storage environment can be guaranteed to be 100% secure.

11. ACCOUNT CREDENTIALS & CLIENT RESPONSIBILITY

Clients are responsible for safeguarding their account credentials and controlling access to systems connected to GLOSS BUSINESS GROUP services.

Clients should:

💋 Use strong passwords

💋 Enable multifactor authentication where available

💋 Limit user permissions to appropriate personnel

💋 Remove access for former employees or contractors

💋 Avoid sharing credentials through unsecured channels

💋 Promptly notify GLOSS BUSINESS GROUP of suspected unauthorized access affecting systems we manage or support

GLOSS BUSINESS GROUP is not responsible for unauthorized access caused by a client’s failure to reasonably protect credentials, user permissions, devices, or third-party systems outside our control.

12. RETENTION OF INFORMATION

We retain information for as long as reasonably necessary to:

💋 Provide Services

💋 Maintain client and operational records

💋 Complete accounting and financial obligations

💋 Maintain security and audit records

💋 Comply with legal, contractual, tax, or regulatory obligations

💋 Resolve disputes

💋 Enforce agreements

💋 Support legitimate business operations

Retention periods may vary depending on the type of information, relationship, contractual requirements, platform capabilities, and applicable law.

When information is no longer required, we may delete, anonymize, aggregate, archive, or otherwise dispose of it in accordance with applicable policies and legal obligations.

13. THIRD-PARTY WEBSITES, SOFTWARE & PLATFORMS

Our websites, communications, workflows, or Services may include links to or integrations with third-party websites, software, APIs, platforms, or applications.

GLOSS BUSINESS GROUP does not control and is not responsible for the privacy, security, availability, content, or business practices of third-party providers.

Users and clients are encouraged to review the privacy policies and terms of any third-party systems they use.

14. INTERNATIONAL & CLOUD-BASED DATA PROCESSING

Some technology providers used by GLOSS BUSINESS GROUP or our clients may process or store information in locations outside the user’s state or country.

By using applicable cloud-based Services, information may be transferred to jurisdictions with different privacy laws, subject to the safeguards used by the relevant provider and applicable contractual requirements.

15. CHILDREN’S PRIVACY

GLOSS BUSINESS GROUP services are primarily designed for businesses and adults and are not directed to children under the age of 13.

We do not knowingly collect personal information directly from children under 13 without appropriate authorization.

If we become aware that information from a child under 13 has been collected improperly, we will take reasonable steps to delete or appropriately address the information.

16. YOUR PRIVACY RIGHTS & CHOICES

Depending on applicable law and your relationship with GLOSS BUSINESS GROUP, you may have the right to:

💋 Request access to personal information we maintain about you

💋 Request correction of inaccurate information

💋 Request deletion of certain information, subject to lawful exceptions

💋 Request information regarding how personal information is used or disclosed

💋 Opt out of applicable marketing communications

💋 Withdraw certain consent where processing is based on consent

💋 Request restrictions on certain processing where legally available

💋 Exercise other privacy rights provided by applicable law

We may need to verify your identity before completing certain privacy requests. We may also retain information when required or permitted by law, contract, accounting standards, security requirements, or legitimate business obligations.

17. CLIENT DATA SUBJECT REQUESTS

When GLOSS BUSINESS GROUP processes information on behalf of a business client, the client may be the party responsible for responding to privacy requests from its customers, employees, contractors, or other data subjects.

If we receive a request concerning information controlled by a client, we may direct the requester to that client or assist the client in responding where required by contract or applicable law.

18. PRIVACY OF CONFIDENTIAL BUSINESS INFORMATION

GLOSS BUSINESS GROUP recognizes that client business information may be commercially sensitive even when it is not legally defined as personal information.

We seek to protect confidential business information through reasonable access controls, limited-use practices, contractual protections, and secure systems appropriate to the Services provided.

Confidential information should not be used outside the authorized client engagement except as required by law, permitted by contract, or necessary to protect legal rights.

19. CHANGES TO THIS PRIVACY POLICY

GLOSS BUSINESS GROUP reserves the right to update this Privacy Policy from time to time to reflect changes in our Services, systems, legal obligations, business practices, or technology.

Updates will become effective upon posting or distribution with a revised effective date unless another effective date is stated.

Your continued use of the Services after an updated Privacy Policy becomes effective constitutes acknowledgment of the revised policy to the extent permitted by law.

20. CONTACT INFORMATION

If you have questions about this Privacy Policy, privacy practices, SMS consent, data handling, or a privacy request, contact:

GLOSS BUSINESS GROUP™

Grow. Launch. Organize. Systemize. Scale.

Kansas City Metropolitan Area

United States

Phone: (816) 560-2440

Email: [email protected]

21. THE GLOSS BUSINESS GROUP STANDARD

At GLOSS BUSINESS GROUP, we believe structure creates stability, systems create freedom, and organization creates scale.

We are committed to protecting the information entrusted to us while helping entrepreneurs, organizations, and growing businesses build stronger infrastructure, leadership, systems, operations, and long-term value.

Our privacy standard is built around responsible access, purposeful use, reasonable security, and respect for the businesses and people we serve.

We don’t just build businesses.

We help build infrastructure, leadership, systems, and legacy.