Privacy Policy

Last Updated: 2025-Feburary-01

1. Who We Are

This website (the “Site”) and the services offered through it are operated by real YAN Pty Ltd, an Australia entity (“we”, “us”, “our”).

We primarily serve online coaches, consultants, and agencies in the 20–100k/month revenue band with diagnostic tools (like the Constraint Finder) and advisory sprints.

If you have questions about this policy, email:

• Email:  [email protected]

2. What This Policy Covers

This Privacy Policy explains:

• What personal data we collect

• How and why we use it

• How we may share it

• How we store and protect it

• Your choices and rights

This applies to:

• Our website(s), landing pages, and forms

• Our quizzes and diagnostic tools (e.g. the 12‑Question Constraint Finder)

• Our email list and marketing communications

• Our sales and onboarding processes (calls, applications, DMs)

• Our coaching/consulting services and sprints

By using this Site or providing us your information, you agree to this Policy.

3. What Data We Collect

We collect information in three main buckets:

3.1. Information You Provide Directly

a. Quiz / Constraint Finder / Forms

When you use the Constraint Finder or other forms, we may collect:

• Name

• Email address

• Business name

• Business type (coach, consultant, agency, etc.)

• Revenue band (e.g. 20–40k, 40–70k, 70–100k/month)

• Answers to quiz questions (yes/no, rough numbers on leads, calls, clients, churn, etc.)

• Other details you choose to share about your funnel or business

b. Call Applications / Booking Forms

When you apply or book a call, we may collect:

• Name

• Email

• Phone number

• Social handles (e.g. Instagram, LinkedIn)

• Timezone

• Business metrics (revenue, leads, calls, clients, team size, etc.)

• Your goals, challenges, and context you type into the form

c. During Calls / Sprints

On calls or inside a sprint, you may share:

• Additional business metrics (revenue, profit, CAC, LTV, churn, etc.)

• Internal docs, screenshots, funnels, offers, or SOPs

• Client stories, wins, and failures

We will treat this as confidential client information, except where you explicitly give us permission to use anonymized pieces as proof or teaching material (see section 7).

d. Purchases / Payments

If you buy something from us:

• We may collect billing info (name, address, email)

• Payment card details are processed by third‑party processors (e.g. Stripe, PayPal, etc.). We do not store full card numbers on our systems.

3.2. Information We Collect Automatically

When you use our Site, we may automatically collect:

• IP address

• Device and browser type

• Pages visited and time on page

• Referring website or ad

• Clicks, scrolls, and other interaction data

We may use cookies, pixels, and similar technologies for:

• Analytics (e.g. Google Analytics)

• Conversion tracking (e.g. Meta pixel)

• Retargeting ads on other platforms

You can control cookies through your browser settings, but disabling them may affect functionality.

3.3. Information From Third Parties

We may receive information from:

• Ad platforms (e.g. Meta, Google, YouTube) about campaign performance

• Scheduling tools (e.g. Calendly) about calls booked

• CRM / email tools regarding your engagement with emails or funnels

We treat this data according to this Policy.

4. How We Use Your Information

We use your information for these purposes:

4.1. To Provide the Quiz and Diagnosis

• To run the Constraint Finder / other tools and generate your result

• To email you your constraint, KPI, and rough money‑math explanation

• To personalize what we show you based on your band and constraint

4.2. To Communicate With You

• To send transactional emails (quiz results, call confirmations, invoices, support)

• To follow up on call applications and bookings

• To respond to DMs, questions, and support requests

4.3. To Market Relevant Offers

• To send you emails about content, offers, and sprints relevant to your situation

• To retarget you with ads based on your interaction with our Site

• To segment our list (e.g. by revenue band, constraint type) for more relevant communication

You can opt‑out of marketing emails at any time by clicking “unsubscribe” or contacting us.

4.4. To Deliver and Improve Our Services

• To onboard and work with you in any of our offers or services

• To design and prioritize tests, scoreboards, and sprints based on your data

• To improve our tools, diagnostics, offers, and content by seeing what patterns show up across clients

Where possible, we will use aggregated and/or anonymized data (no names or identifying details) for internal analysis.

4.5. To Maintain Security and Legal Compliance

• To prevent or investigate fraud, abuse, or security issues

• To comply with legal obligations, court orders, or law enforcement requests where required

• To enforce our terms, agreements, and rights

5. Legal Bases (If You’re In the EU/UK)

If you are in the EU/UK, we rely on the following legal bases for processing:

• Performance of a contract: e.g. when delivering paid services or sending transactional info you requested.

• Legitimate interests: e.g. for analytics, improving services, reasonable B2B outreach, or retargeting within typical expectations.

• Consent: e.g. for email marketing where required, or for certain cookies/trackers. You can withdraw consent at any time.

If you’re outside the EU/UK, we still aim to respect these principles as best practice.

6. How We Share Your Information

We do not sell your personal information.

We may share your data with:

6.1. Service Providers (Processors)

Third‑party tools we use to run the business, such as:

• Payment processors (e.g. Stripe, PayPal)

• Email service providers and CRM

• Scheduling tools (e.g. Calendly)

• Analytics and tracking providers

• Project management and communication tools (e.g. Slack, Notion, etc.)

These providers only get the data they need to perform their function and are expected to protect it.

6.2. Advisors and Professional Services

We may share data with:

• Accountants, bookkeepers, and lawyers

• Contractors assisting with tech, ops, or marketing

6.3. Legal and Safety Reasons

We may disclose information if:

• Required by law, subpoena, or court order

• We reasonably believe it’s necessary to protect our rights, property, safety, or that of others

• Investigating or preventing fraud or security threats

6.4. Aggregated and Anonymized Data

We may share or publish aggregated, anonymized insights that do not identify you.

7. Testimonials, Case Studies, and Proof

We use proof (screenshots, quotes, case studies) to market our services. We are intentional about not burning trust or privacy doing it.

7.1. When and How We Use Proof

We may use:

• Written testimonials or feedback you provide

• Screenshots of dashboards, messages, or results

• Summaries of KPI improvements or financial outcomes

We aim to:

• Anonymize or mask names, faces, amounts, and identifiers by default (e.g. blur names, hide sensitive numbers)

• Use initials, generic avatars, or edited screenshots when full identity is not necessary

• Only use identifying details (full names, logos, photos) when you have explicitly given us written permission

7.2. Consent for Identifiable Proof

If we want to use:

• Your full name and/or photo

• Your company name or logo

• Highly specific numbers or stories that could identify you

We will ask for your consent. You can:

• Approve as‑is

• Approve with conditions (e.g. anonymize certain details)

• Decline

7.3. Group Wins and Aggregated Learnings

We may reference:

• Patterns across clients

• Generic, non‑identifying examples

These are based on real or representative situations but are not meant to identify you personally.

8. Call Recordings and Transcripts

We sometimes record calls (sales calls, diagnostic calls, or sprint calls) for:

• Note‑taking and internal review

• Quality control and training

• Re‑watching to design better tests and assets

9. Data Retention

We keep your data only as long as necessary for:

• Delivering services and maintaining a relationship with you

• Operating our business (e.g. financial records, taxes, accounting)

• Meeting legal or regulatory obligations

• Understanding long‑term performance and patterns

Retention periods differ by category:

• Client/project data: kept while you’re an active or recent client and for a reasonable period after (e.g. 3–7 years)

• Marketing data: kept until you unsubscribe or we consider you inactive, subject to local law.

• Financial records: retained as required for tax and accounting (often 5–7 years or more, depending on jurisdiction).

We may keep anonymized or aggregated data indefinitely.

10. How We Protect Your Information

We use reasonable technical and organizational measures to protect your data, including:

• Password‑protected accounts

• Limiting access to data to those who need it

• Using third‑party providers with their own security practices

• Regular review of tools and access permissions

No method is 100% secure. We cannot guarantee absolute security, but we work to minimize risk.

11. International Transfers

We may process and store your information in countries other than the one you reside in.

Where required, we will take appropriate steps (e.g. standard contractual clauses) to ensure your data is afforded a level of protection consistent with applicable law.

12. Your Rights and Choices

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

• Access the personal data we hold about you

• Correct inaccurate or incomplete data

• Delete certain data (subject to legal/contractual obligations)

• Restrict or object to certain processing

• Withdraw consent where we rely on consent (e.g. marketing emails)

• Data portability in some cases (receive a copy in machine‑readable format)

You can:

• Unsubscribe from marketing emails at any time by clicking the link in the email

• Email us at [email protected] with any of the above requests

We will respond within a reasonable time and consistent with applicable law.

13. Children’s Privacy

Our Site and services are not intended for children under 18. We do not knowingly collect personal information from children.

If you believe a child has provided us with personal information, contact us and we will take appropriate steps to delete it.

14. Third‑Party Links

Our Site may contain links to third‑party websites or services we do not control.

We are not responsible for the privacy practices of those sites. We encourage you to read their privacy policies before providing any personal information.

15. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will:

• Update the “Last Updated” date at the top

• Post the new Policy on this page

Your continued use of the Site or our services after changes are posted means you accept the updated Policy.

16. Contact Us

If you have questions, concerns, or requests related to this Privacy Policy, contact:

• Email: [email protected]