Privacy policy

Who we are

CoachMeredith is a business coaching app for real estate agents, operated by Meredith Marketing ("we", "us"). This policy explains what we collect, why we collect it, and the choices you have.

What we collect

• Account details: your name and email address.
• Business profile: brokerage, market area, years licensed, transaction goal, time zone and the time you want your daily brief.
• Your assessment answers and the Agent Marketing DNA type we calculate from them.
• The information you enter about your own contacts: names, email addresses, phone numbers, relationship, stage, important dates and notes.
• Your activity in the app: interactions you log, tasks, weekly check-ins and messages you send to the coach.
• Membership status from our payment provider. Card details are entered on Stripe and are never stored by us.
• Basic technical information needed to run the service, such as error logs.

How we use your information

• To build your DNA profile and generate your daily brief, playbook modules and coach replies.
• To show you which contacts need a follow-up and to keep your calendar and tasks up to date.
• To run your membership, take payment and send you service messages such as receipts or reminders.
• To keep the service secure, fix problems and improve how the product works.

AI-generated coaching

Your profile, tasks, contacts you choose to include and your messages are sent to our AI providers so they can produce your coaching content. Those inputs are used to generate your result and are not sold, and we do not use them to advertise to you. AI output can be incomplete or wrong, so check anything important before acting on it.

Who we share with

We share only what is needed with companies that help us run CoachMeredith: Stripe for payments, our email delivery provider, and our hosting and AI providers. We may also disclose information where the law requires it or to protect the service and its members. We do not sell your personal information.

Information about your contacts

You decide which contacts to add. You are responsible for having a lawful basis to contact them and for following Canada's anti-spam law (CASL) and any other rules that apply to your business. We store that information only to power the follow-up tools inside your account, and it is deleted when you delete your account or remove the contact.

Retention and deletion

We keep your information while your account is open. You can delete your account at any time from the Delete my account page; this removes your profile, contacts, tasks, check-ins, messages and generated content from our active systems. A small amount of billing and tax information may be kept longer where the law requires it.

Security

Your data is stored with access controls that tie every record to your account. Data is encrypted in transit. No system is perfectly secure, so please use a strong, unique password and tell us right away if you think your account has been compromised.

Your choices and rights

• Access and correct your profile at any time in Account settings.
• Ask for a copy of your information, or ask us to delete it, by emailing info@meredithmarketing.ca.
• Turn off email or in-app notifications in your notification preferences.
• Withdraw consent at any time; this may mean we can no longer provide the service to you.

Children

CoachMeredith is for working professionals and is not intended for anyone under 18.

Changes to this policy

If we make a material change we will update this page and, where appropriate, email you before it takes effect.

Contact

Questions about your data: info@meredithmarketing.ca.