Privacy Policy

1. Who We Are

The Legacy Shift ("we," "us," "our") is an educational brand founded by Ben and Kristen Roberts. This Privacy Policy explains how we collect, use, and protect your information when you visit our website, register for a masterclass, chat with us, or opt into SMS messaging.

2. Information We Collect

• Contact information you provide voluntarily: first name, spouse's name, email address, phone number, and industry.
• Messages you send us through the on-site chat widget or SMS.
• Basic usage data such as pages visited, browser type, and approximate location — collected automatically to help us improve the site.

3. How We Use Your Information

• To register you for the masterclass and send session details, reminders, and follow-ups.
• To respond to chat and SMS inquiries.
• To send educational content, updates, and offers you have opted into.
• To improve our website, content, and services.
• To comply with legal obligations.

4. SMS & Mobile Data

When you opt into SMS through our chat widget or registration flow, we collect your mobile number and consent record so we can text you.

We do not sell, rent, or share your mobile phone number or SMS opt-in information with any third parties or affiliates for marketing or promotional purposes. Mobile opt-in data and consent are not shared with anyone for any purpose.

You can opt out at any time by replying STOP to any message. For full SMS terms, message frequency, and rates, see our Terms of Service.

5. Service Providers

We use trusted service providers to operate our website and communications, including email delivery (Flodesk), chat and SMS delivery (LeadConnector / HighLevel), video hosting (YouTube), and website hosting. These providers process data only on our behalf and under confidentiality obligations. They may not use SMS opt-in data for their own marketing.

6. Cookies

We use essential cookies to make the site work and limited analytics to understand how visitors use it. You can disable cookies in your browser settings; some features may not work without them.

7. Your Rights

You may request access to, correction of, or deletion of your personal information at any time by emailing hello@thelegacyshift.co. You may also unsubscribe from email at any time using the link in any email, or opt out of SMS by replying STOP.

8. Data Retention & Security

We keep your information only as long as needed to provide our services or as required by law. We use reasonable technical and organizational safeguards to protect it, though no system is 100% secure.

9. Children's Privacy

Our services are intended for adults. We do not knowingly collect information from children under 13.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision.

11. Contact

Questions? Email hello@thelegacyshift.co.