Privacy policy

 

Effective Date: May 8, 2026

Almost Sorted (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website, contact us, download a resource, book a call, complete a form, purchase a service, or work with us.

By using this website, you agree to the terms of this Privacy Policy.

Who We Are

Almost Sorted provides client flow, systems, and business process support for service-based business owners.

You can contact us at:

Email: contact@almostsorted.com
Mailing Address: 8761 N 56th St #292415, Tampa, FL 33687

Information We Collect

We may collect personal information that you voluntarily provide to us, including:

  • your name

  • email address

  • business name

  • website or social media links

  • phone number, if provided

  • information submitted through contact forms, inquiry forms, questionnaires, booking forms, or intake forms

  • information you share when downloading a free resource

  • information you share during discovery calls, Client Flow Audit calls, client sessions, or email communications

  • documents, screenshots, workflows, emails, templates, or other materials you choose to share with us

  • payment or billing-related information, processed through third-party payment providers

  • email preferences and interactions with our emails

Because this website is hosted on Squarespace, Squarespace may also collect information about visitors to this website on our behalf. Squarespace’s sample privacy-policy guidance notes that Squarespace may collect data such as browser, network, device, web pages visited, and IP address to run the website, protect and improve its platform, and provide analytics to site owners.

How We Collect Information

We may collect information when you:

  • visit our website

  • fill out a Squarespace contact form, inquiry form, opt-in form, or questionnaire

  • sign up for a free resource or email list

  • book a discovery call or Client Flow Audit through Calendly

  • complete a discovery call or Audit questionnaire

  • purchase a service

  • share materials with us through Google Drive, email, forms, or another agreed method

  • communicate with us by email or other channels

  • interact with our website, ads, or marketing emails

We may also collect information automatically through Squarespace, cookies, analytics tools, advertising platforms, and other third-party services.

How We Use Your Information

We use the information we collect to:

  • respond to inquiries

  • send requested resources or downloads

  • schedule discovery calls, audits, or client sessions

  • provide services, including the Client Flow Audit

  • prepare for client calls or service delivery

  • review materials you choose to share with us

  • manage client relationships and communications

  • maintain a simple CRM using Google Sheets

  • store and organize client-related materials using Google Drive

  • process payments

  • send marketing emails through Squarespace Campaigns, if you have opted in

  • improve our website, offers, resources, and client experience

  • understand how visitors find and use our website

  • run, measure, or improve advertising and marketing efforts, if enabled

  • comply with legal, tax, accounting, or business obligations

We do not sell your personal information.

Squarespace Website Data

Our website is hosted by Squarespace. Squarespace may collect personal data when you visit this website, including information about your browser, network, device, pages visited before coming to this website, pages viewed while on this website, and your IP address. Squarespace may use this information to run this website, protect and improve its platform and services, and provide website analytics to us. Squarespace states that it analyzes this data in a de-personalized form.

Squarespace Forms

When you submit information through a form on this website, we collect the information requested in the form so we can respond to your inquiry, provide the requested resource, prepare for a call, or deliver services.

Form submissions may be stored by Squarespace and/or sent to us by email. We may also store form information in Google Sheets, Google Drive, Squarespace Campaigns, or other business systems depending on the purpose of the form.

Squarespace Campaigns and Email Marketing

We currently use Squarespace Campaigns for email marketing.

If you sign up for a free resource, email list, waitlist, or other email communication, we may send you emails related to Almost Sorted, including resources, service information, updates, and offers.

We may collect information about how you interact with these emails, such as whether you open an email or click a link. Squarespace’s cookie policy notes that performance and analytics cookies may help track things like whether a page was viewed or an email was opened.

You can unsubscribe at any time by clicking the unsubscribe link in any marketing email or by contacting us at contact@almostsorted.com.

Scheduling and Appointments

We use Calendly for scheduling.

If you book a call with us through Calendly, we may collect information such as your name, email address, business information, time zone, selected appointment time, and any responses you provide in the booking form.

Calendly may process this information on our behalf to schedule and manage appointments, send confirmations and reminders, and support the scheduling experience. Calendly’s privacy notice also explains that Calendly may use cookies, log data, device data, analytics tools, and other technologies when visitors interact with Calendly websites or booking pages.

Please review Calendly’s privacy notice for more information about how Calendly handles information submitted through its platform.

Questionnaires and Client Materials

We may ask you to complete questionnaires before discovery calls or paid Client Flow Audit sessions. These questionnaires may ask about your business, services, client process, tools, workflows, pain points, goals, or other information relevant to determining fit or preparing for service delivery.

If you choose to share documents, screenshots, workflows, email templates, forms, checklists, client-facing materials, or other business materials with us, we will use those materials only for the purpose of reviewing, preparing for, or delivering the service you requested.

Client materials may be stored in Google Drive, email, Squarespace form submissions, or other business systems we use to provide services.

Google Sheets and Google Drive

We may use Google Sheets as a simple CRM to track inquiries, client status, contact information, and service-related notes.

We may use Google Drive to store documents, questionnaires, client-provided materials, notes, templates, and deliverables related to our work together.

Payments

If you purchase a service from us, payment information may be collected and processed through Squarespace and/or Stripe. We may also offer PayPal as a payment option in the future.

We do not store full credit card numbers or complete payment details on our website.

Stripe’s privacy policy explains how Stripe collects and processes personal data in connection with payment services, and PayPal’s privacy statement explains that PayPal may disclose transaction-related personal information with merchants and other parties involved in a transaction.

Please review the privacy policies of the payment processor used at checkout for more information about how your payment information is handled.

Website Analytics

We may use Squarespace Analytics to understand how visitors use our website.

This may include information such as:

  • pages visited

  • links clicked

  • traffic sources

  • browser and device information

  • general location information

  • time spent on pages

  • interactions with forms, buttons, or website content

We do not currently use Google Analytics, but we may add Google Analytics in the future to better understand website traffic and performance. If enabled, Google Analytics may collect information about your activity on this website through cookies or similar technologies.

Advertising and Retargeting

We may use advertising tools in the future, including Google Ads or similar platforms, to promote our services or free resources.

These platforms may use cookies, pixels, tags, or similar technologies to measure ad performance, understand visitor activity, or show relevant ads. If enabled, these tools may collect information about your interactions with our website and may associate that information with other data in accordance with their own privacy policies.

You can manage certain ad preferences through the settings provided by the relevant advertising platforms.

Cookies and Similar Technologies

This website uses cookies and similar technologies. Cookies are small files stored on your device that help websites function, remember preferences, understand site traffic, and improve user experience.

Squarespace explains that it uses necessary cookies that allow visitors to navigate and use key site features, as well as analytics and performance cookies that help site owners understand how visitors interact with a website. Squarespace also notes that analytics and performance cookies can be disabled until a visitor accepts cookies through a cookie banner.

We may use cookies to:

  • make the website function properly

  • protect the security of the website

  • remember visitor preferences

  • understand website traffic and performance

  • measure marketing or advertising effectiveness

  • improve our website and services

You can adjust your browser settings to refuse or delete cookies. Some parts of the website may not function properly if cookies are disabled.

We use a Squarespace cookie banner to notify visitors about cookies and provide consent options where applicable. Squarespace’s cookie banner feature can provide visitors with accept, decline, and manage options depending on the site settings.

How We Share Your Information

We may share your information with trusted third-party service providers who help us operate our website and business, including:

  • Squarespace, our website hosting, forms, payments, analytics, and email campaign platform

  • Calendly, our scheduling platform

  • Stripe, our payment processor

  • PayPal, if offered as a payment option

  • Google Sheets, our simple CRM

  • Google Drive, our file storage and document management tool

  • Google Analytics, if enabled in the future

  • Google Ads, if enabled in the future

  • other analytics or advertising platforms, if enabled

  • professional advisors, such as accountants or legal professionals

These providers only receive information needed to perform their services.

We may also disclose information if required by law, to protect our rights, to prevent fraud or abuse, or in connection with a business transfer such as a merger, acquisition, or sale of assets.

How Long We Keep Information

We keep personal information only as long as needed for the purposes described in this Privacy Policy, unless a longer retention period is required or permitted for legal, tax, accounting, or legitimate business reasons.

For example, we may retain inquiry records, client communications, contracts, invoices, questionnaires, audit materials, shared client materials, and service-related documents for business and legal recordkeeping.

Your Privacy Choices

Depending on where you live, you may have the right to:

  • request access to the personal information we have about you

  • ask us to correct inaccurate information

  • ask us to delete your information

  • opt out of marketing emails

  • object to or restrict certain uses of your information

  • request information about how your data is used or shared

To make a privacy-related request, contact us at:

contact@almostsorted.com

We may need to verify your identity before fulfilling certain requests.

California Privacy Rights

If you are a California resident and applicable privacy laws apply to our business, you may have additional rights regarding your personal information, including the right to know, access, correct, delete, or opt out of certain uses of personal information.

We do not sell personal information. If our use of advertising or analytics tools is considered “sharing” under California privacy law, eligible California residents may have the right to opt out of that sharing.

To submit a request, contact us at:

contact@almostsorted.com

International Visitors

At this time, Almost Sorted is primarily intended for clients located in the United States.

If you access this website from outside the United States, you understand that your information may be collected, processed, and stored in the United States or other countries where our service providers operate.

Children’s Privacy

This website and our services are not intended for children under the age of 13. We do not knowingly collect personal information from children under 13. If we learn that we have collected information from a child under 13, we will take reasonable steps to delete it.

Security

We take reasonable steps to protect the personal information we collect. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Links to Other Websites

Our website may include links to third-party websites, tools, resources, or platforms. We are not responsible for the privacy practices or content of third-party websites. Please review their privacy policies before providing personal information.

Updates to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, contact us at:

Almost Sorted
Email: contact@almostsorted.com
Mailing Address: 8761 N 56th St #292415, Tampa, FL 33687