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