Privacy Policy

Last updated: July 2026

Cline Partners, LLC d/b/a People First Method (“PFM,” “we,” “us,” “our”) respects your privacy. This Privacy Policy explains what personal information we collect, how we use it, and your choices. It applies to the peoplefirstcrm.com website and the PFM Level I cohort program. By enrolling or using the site, you agree to the practices described here.

1. Information we collect

• Account & enrollment information: name, email address, and details you provide when registering or enrolling (e.g., role, organization, cohort).
• Payment information: billing details processed through our payment processor, Stripe. We do not store full card numbers on our systems.
• Program activity: cohort progress, lesson completion, quiz/assessment responses, and engagement data within the PFM Slack workspace and on live calls.
• Communications: emails and messages you send us, and support correspondence.
• Technical data: IP address, browser type, and usage data collected through cookies and similar technologies.

2. How we use your information

• To deliver, administer, and improve the PFM program and your cohort experience.
• To process payments and manage your enrollment.
• To communicate with you about the program, updates, and support.
• To produce aggregate, de-identified analytics about program usage.
• To comply with legal obligations.

3. Third-party services we rely on

We share limited personal information with the following categories of providers to operate the program:

• Salesforce / StoreConnect — customer platform and storefront hosting.
• Stripe — payment processing.
• Vimeo — video hosting for cohort recordings.
• Zoom — live cohort calls (recordings may be stored).
• Slack — cohort community workspace.
• Google — single sign-on and email.

Each provider processes data under its own privacy policy and our instructions. [Confirm data-processing agreements and full sub-processor list with legal counsel.]

4. Cohort call recordings

Live cohort calls may be recorded for participants who miss a session or for review. Recordings are shared within your cohort and may be retained [retention period — confirm with legal]. By attending, you consent to being recorded. See the Terms & Conditions for details.

5. Data retention

We retain personal information for as long as your account is active and as needed to provide the program, then [retention period and deletion policy — confirm with legal].

6. Cookies

We use minimal cookies and similar technologies to operate the site and, where applicable, remember your session. We do not sell your personal information. [Detail cookie categories and consent mechanism with legal; consider enabling StoreConnect Privacy Compliance.]

7. Your rights

Subject to applicable law, you may request access to, correction of, or deletion of your personal information, and you may opt out of certain communications. To exercise these rights, contact hello@peoplefirstmethod.com.

8. Children

The program is intended for adults. We do not knowingly collect information from anyone under 18. If you believe a minor has provided us information, contact us and we will delete it.

9. Data security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure.

10. International users

The program is operated from Los Angeles, California, USA. If you access it from outside the USA, your information is processed in the USA and you consent to that transfer.

11. Changes to this policy

We may update this Privacy Policy from time to time. Material changes will be communicated to enrolled participants, and continued use after changes take effect constitutes acceptance.

12. Contact

Questions about this Privacy Policy can be sent to hello@peoplefirstmethod.com. See our Terms & Conditions at /terms.