Privacy Policy

Effective Date: September 30, 2025

Power Unit Coaching LLC ("Company," "we," "us," or "our") respects your privacy and is committed to protecting it through this Privacy Policy. This policy describes how we collect, use, and safeguard your personal information when you visit PowerUnitCoaching.com, use PULSE Intelligence, sign up for Power Unit University, or interact with any of our services.

By using PULSE Intelligence, Power Unit University, or any of our services, you consent to the data practices described in this Privacy Policy. If you do not agree with any part of this policy, do not use our website or services.

1. Information We Collect

When you use PULSE Intelligence or Power Unit University, we may collect the following types of information:

1.1 Personal Information You Provide

You may provide personal information when you:

Subscribe to a paid membership

Connect third-party integrations (Google, Meta, LinkedIn, Zoom, CRM, Microsoft 365)

Fill out forms, surveys, or interact with platform content

Use our AI-powered features (AI Business Advisor, AI Appointment Setter, Role-Play Simulator)

This information may include:

Name

Email address

Phone number

Payment details (only for paid members)

Profile information (bio, profile picture, preferences, license information)

Business information (brokerage, market territory, income goals)

Contact lists (for AI Appointment Setter feature)

1.2 Automatically Collected Information

When you access our platform, certain data is automatically collected, including:

Device information (IP address, browser type, operating system)

Usage details (pages visited, time spent, features accessed)

Log files (date and time of access, referring website, error logs)

Performance metrics (task completion, AI interactions, content generation)

We collect this information to enhance user experience, monitor platform performance, improve security, and provide personalized AI-powered recommendations.

1.3 Cookies & Tracking Technologies

We use cookies, tracking pixels, and analytics tools to collect browsing behavior data, track interactions, and improve our services.

You can manage your cookie settings in your browser to disable tracking, but this may affect your experience on our platform.

2. Third-Party Integration Data

PULSE Intelligence connects with various third-party services to provide enhanced functionality. When you authorize these integrations, we access and use your data as follows:

2.1 Google Workspace (Calendar, Contacts)

Data We Access:

Google Calendar: Read your calendar availability and create new calendar events

Google Contacts: Access contact information for appointment scheduling

Basic profile information (name, email address) to personalize your experience

How We Use This Data:

Schedule listing appointments directly to your calendar

Avoid double-booking by checking your availability

Send calendar invitations to prospects

Provide appointment reminders and notifications

Sync contacts for CRM and follow-up activities

Data Storage and Retention:

We store only the minimum necessary calendar and contact data required to provide our service

Appointment data is stored securely in our encrypted database

We do not store your Google account credentials

You can disconnect Google access at any time through your account settings or Google security settings

Limited Use Compliance: Our use of Google user data is limited to:

Providing core appointment scheduling and contact management functionality

Improving the quality and accuracy of our scheduling features

Maintaining the security and integrity of our services

We will NOT transfer, sell, or use Google user data for serving ads, including retargeting, personalized, or interest-based advertising

2.2 Meta (Facebook & Instagram)

Data We Access:

Facebook Pages: Manage and post content to your business pages

Instagram Business Accounts: Manage and post content to your business accounts

Page insights and analytics

Basic profile information

How We Use This Data:

Generate and publish social media content through our Content Studio

Schedule posts to your Facebook and Instagram accounts

Analyze post performance and engagement metrics

Provide content recommendations based on performance data

Data Storage and Retention:

Access tokens stored securely with encryption

We do not store your Facebook or Instagram passwords

Published content and analytics stored for performance tracking

You can disconnect Meta access at any time through your account settings or Meta's App Settings

Compliance:

We comply with Meta's Platform Terms and Developer Policies

We use minimal permissions necessary for content management

We do not sell or share your Meta data with third parties

2.3 LinkedIn

Data We Access:

LinkedIn Profile: Basic profile information (name, headline, profile picture)

Posting Permissions: Ability to create and publish posts on your behalf

Connection data (with your explicit permission)

How We Use This Data:

Generate and publish professional content through our Content Studio

Schedule posts to your LinkedIn profile or company page

Provide content recommendations tailored to your professional network

Track post engagement for performance insights

Data Storage and Retention:

Access tokens stored securely with encryption

We do not store your LinkedIn password

Published content and performance metrics retained for analytics

You can disconnect LinkedIn access at any time through your account settings or LinkedIn's App Settings

Compliance:

We comply with LinkedIn's API Terms of Use

We do not access or store connection data without explicit permission

We do not send unsolicited messages on your behalf

2.4 Zoom Video Communications

Data We Access:

Meeting creation and management permissions

Basic account information (name, email)

Meeting scheduling details

How We Use This Data:

Create Zoom meeting links for virtual appointments through AI Appointment Setter

Schedule video consultations with prospects and clients

Provide automated meeting reminders

Track meeting completion for activity metrics

Data Storage and Retention:

Meeting details (date, time, participant names) stored for scheduling purposes

We do not record or store meeting content

We do not access or store meeting recordings

Access tokens stored securely with encryption

You can disconnect Zoom access at any time through your account settings

Compliance:

We comply with Zoom's API Terms of Service

We do not access meeting content or recordings

Meeting participants are notified when meetings are scheduled via our platform.

2.5 CRM Integrations (Various Providers)

Supported CRM Platforms:

Follow Up Boss

LionDesk

Chime

KvCORE

BoomTown

And other major real estate CRMs

Data We Access:

Contact information (names, phone numbers, emails, addresses)

Lead and client interaction history

Deal pipeline and transaction data

Custom fields and tags

How We Use This Data:

Sync contacts for AI Appointment Setter calling campaigns

Populate daily action plans with relevant follow-up tasks

Provide AI Business Advisor insights based on your pipeline

Track activity completion and performance metrics

Generate market-specific content based on your database

Data Storage and Retention:

Contact data synchronized and stored securely with encryption

We do not modify your CRM data without your explicit instruction

Sync frequency controlled by your preferences

You can disconnect CRM access at any time through your account settings

Compliance:

We comply with each CRM provider's API terms and conditions

We implement secure authentication protocols (OAuth 2.0 where available)

We do not share your CRM data with third parties

2.6 Microsoft 365 (Outlook, Calendar, Contacts)

Data We Access:

Outlook Calendar: Read calendar availability and create new events

Outlook Contacts: Access contact information for appointment scheduling

Email (with explicit permission): Send appointment confirmations and reminders

Basic profile information

How We Use This Data:

Schedule appointments to your Outlook calendar

Sync contacts for follow-up activities

Send meeting invitations and reminders

Avoid scheduling conflicts by checking availability

Provide unified calendar view across platforms

Data Storage and Retention:

Calendar and contact data stored securely with encryption

We do not store your Microsoft 365 password

We do not access or read your emails without explicit permission

You can disconnect Microsoft 365 access at any time through your account settings or Microsoft account security settings

Compliance:

We comply with Microsoft's API Terms of Use

We use minimal permissions necessary for calendar and contact management

We implement Microsoft's recommended security practices

3. How We Use Your Information

PULSE Intelligence and Power Unit University collect and use your data for the following purposes:

3.1 Providing & Improving Our Services

Create and manage your account

Grant access to courses, training, AI tools, and community features

Personalize your experience and track your progress

Process payments and manage subscriptions

Provide AI-powered features: Daily Action Planning based on your goals and market AI Business Advisor personalized coaching AI Appointment Setter for outbound calling AI Role-Play Simulator for skills practice Content Studio for social media and marketing Market Intelligence analysis for your territory

Generate personalized recommendations and insights

Sync and manage third-party integrations

3.2 Communication & Support

Send transactional emails (confirmations, invoices, security alerts)

Send service updates (new features, course releases, platform improvements)

Provide appointment reminders and calendar notifications

Respond to inquiries and provide customer support

Send AI-generated call summaries and performance reports

3.3 Marketing & Engagement

Send occasional promotional emails or special offers (with opt-out option)

Analyze usage trends and improve educational materials

Invite users to participate in surveys, feedback sessions, or promotions

Provide case studies and success stories (with anonymized data)

3.4 Security & Fraud Prevention

Prevent unauthorized access, account breaches, and fraud

Enforce our Terms & Conditions and protect intellectual property

Detect, investigate, and prevent security issues

Monitor for unusual activity across integrations

3.5 AI Training & Improvement

Improve AI model accuracy and performance

Train AI features on anonymized usage patterns

Enhance natural language processing capabilities

We do NOT use your personal conversations or client data to train third-party AI models without explicit consent

4. Payment & Billing Information

We do not store payment details directly on our servers. All payment transactions are securely processed through third-party payment providers such as Stripe or PayPal.

These providers adhere to strict PCI-DSS security standards and compliance regulations.

We only retain payment confirmation details (subscription status, invoices, transaction IDs) to manage your membership.

If you have any billing questions, contact [email protected].

5. How We Protect Your Information

We implement industry-standard security measures to protect your data from unauthorized access, alteration, or disclosure, including:

TLS 1.3 encryption for all data transmissions

AES-256 encryption for data at rest

OAuth 2.0 secure authentication for third-party integrations

Access controls restricting data access to authorized personnel only

Multi-factor authentication (MFA) for admin accounts

Regular security audits and vulnerability scanning

Secure secrets management (AWS Secrets Manager)

Automated security monitoring and alerting

Regular staff security training

However, no online service can guarantee absolute security. Users should use unique, strong passwords and enable two-factor authentication for additional protection.

6. Data Sharing & Third Parties

We do not sell or rent your personal information to third parties. However, we may share data in the following circumstances:

6.1 Service Providers & Partners

We may share data with trusted third-party vendors who assist in:

Payment processing: Stripe, PayPal

Email communication: Mailchimp, ActiveCampaign

Analytics and performance tracking: Google Analytics, Meta Pixel

AI services: OpenAI (for AI features, with anonymized data)

Voice services: Twilio, ElevenLabs (for AI Appointment Setter)

Cloud infrastructure: AWS (encrypted storage and hosting)

These providers are contractually obligated to protect your data and use it only for agreed-upon purposes.

6.2 Integration Partners

When you connect third-party services, we share necessary data with:

Google: Calendar events, contact information

Meta: Content for posting, page management

LinkedIn: Content for posting, profile information

Zoom: Meeting details, scheduling information

CRM Providers: Contact sync, activity data

Microsoft: Calendar events, contact information

These integrations operate under their respective privacy policies and terms of service.

6.3 AI Appointment Setter Prospects

When you use the AI Appointment Setter to call prospects:

We share your name, brokerage, and contact information with call recipients

Meeting details (property address, time, date) are shared when appointments are scheduled

Call recordings may be shared with you for quality assurance

We do not share prospect data with other users or third parties

6.4 Legal Compliance & Protection

We may disclose user data if required by law or to protect our rights, including:

Compliance with legal requests (subpoenas, court orders, investigations)

Prevention of fraud, abuse, or illegal activities

Enforcement of our Terms & Conditions

Protection of the safety and rights of our users and the public

7. Data Retention & Account Deletion

We retain your personal information for as long as you have an active account

Integration data (calendar events, contacts, posts) retained while integrations are active

AI interaction data retained for service improvement (anonymized after 90 days)

If you cancel your subscription, we retain limited data for tax and legal compliance purposes (7 years)

Call recordings retained for 90 days, then automatically deleted

Account Deletion

You may request account deletion by contacting [email protected] or visiting your Settings panel.

When you delete your account:

Your personal data will be permanently deleted within 30 days

All third-party integration connections will be revoked

You will lose access to all courses, AI features, and content

Data cannot be recovered after deletion

Some data may be retained for legal compliance (invoices, transaction records)

Disconnecting Integrations

You can disconnect any third-party integration at any time:

Through your PULSE Intelligence account settings

Directly through the third-party service's security settings

By contacting [email protected] for assistance

When you disconnect an integration:

We immediately stop accessing data from that service

Existing synced data may be retained for up to 30 days for functionality

You can request immediate deletion of integration data

8. Your Rights & Choices

8.1 Updating or Correcting Your Information

You can update your profile details anytime in account settings

You can manage integration connections in the Integrations dashboard

If you need assistance with changes, email [email protected]

8.2 Managing Marketing Communications

You may unsubscribe from promotional emails at any time via the "Unsubscribe" link

Transactional emails (account notifications, billing alerts, appointment reminders) cannot be opted out of

Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the text message services

8.3 Requesting Data Access or Deletion

You may request to access, export, or delete your data by emailing [email protected]

We will respond within 30 days per standard data privacy practices

You can export your data at any time through account settings

You may revoke third-party integration access at any time through your account settings or the respective service's security settings

8.4 AI Data Usage Control

You can opt out of AI training data usage (anonymized) by contacting [email protected]

You can view your AI interaction history in your account dashboard

You can delete specific AI conversations or role-play sessions

9. Children's Privacy

PULSE Intelligence and Power Unit University are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we discover that we have inadvertently collected information from a child under 18, we will promptly delete it.

If you believe we have collected information from a child, please contact [email protected] immediately.

10. U.S. Operations & International Use

PULSE Intelligence and Power Unit University are intended primarily for users in the United States.

California Residents (CCPA):

You have the right to request disclosure of data we collect

You have the right to request deletion of your personal data

You have the right to opt out of data sales (we do not sell data)

Contact [email protected] to exercise these rights

International Users: If you are located outside the U.S., you agree to the transfer of your data to our U.S.-based servers by using our platform. We implement appropriate safeguards for international data transfers.

11. Updates to This Privacy Policy

We may update this policy periodically to reflect changes in our data practices, new features, or legal requirements. If we make material changes, we will:

Notify users via email or platform notification

Update the "Effective Date" at the top of this page

Provide a summary of key changes in the notification

Your continued use of PULSE Intelligence or Power Unit University after changes means you accept the revised policy. Please review this page periodically for updates.

12. Contact Information

If you have questions about this Privacy Policy or need assistance with your account, contact us at:

Power Unit Coaching LLC
Email: [email protected]
Mailing Address: 1000 Brickell Ave, Suite 715 #1364, Miami, Florida 33131
Emergency Security Hotline: 888-437-7978

13. Data Processing Agreements

For enterprise customers or brokerages requiring Data Processing Agreements (DPA) for compliance purposes, please contact [email protected] to request our standard DPA template.

By using PULSE Intelligence, Power Unit University, or any of our services, you acknowledge that you have read, understood, and agree to the terms outlined in this Privacy Policy.