The Slate Method is operated by Rose & Slate LLC, a Washington State limited liability company located in Spokane, Washington. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website, book a discovery call, complete an onboarding form, or use any services we provide. By engaging with The Slate Method in any capacity, you agree to the terms described here.
Information We Collect
Information you provide directly:
- Name, email address, phone number, and business information submitted via discovery call booking, onboarding forms, or direct contact
- Payment information processed through our third-party payment processor, Stripe. We do not store card numbers or banking details on our own servers
- Content you share during onboarding, including your brand voice, areas of focus, and contact lists you choose to import into your CRM account
- Communications you send us via email or phone
Information collected automatically:
- Basic usage data such as pages visited, time on site, and referring URLs, collected via standard web analytics
- Device and browser information including IP address, browser type, and operating system
- Cookies and similar tracking technologies used to improve website functionality
How We Use Your Information
We use the information we collect to:
- Deliver and manage the CRM infrastructure services you have engaged us to provide
- Communicate with you about your account, build status, and service updates
- Process payments and maintain billing records
- Send you operational emails, training call reminders, and access information related to your service
- Improve our services, website, and internal processes
- Comply with legal obligations, including tax recordkeeping requirements
We do not sell your personal information. We do not sell, rent, or trade your name, contact details, or any other personal data to third parties for marketing or advertising purposes. Ever.
Your CRM Data
As part of our service, we build and manage a GoHighLevel CRM account on your behalf. The contacts, email sequences, automations, and other data housed inside your account belong to you. We act as a service provider operating that account under your direction.
We treat all contact data you provide, including names, email addresses, and relationship context submitted through the Connection Intake Form or other onboarding materials, with strict confidentiality. This data is used solely to build and manage your CRM system and is never shared with other clients or third parties.
GoHighLevel's own privacy policy governs how that platform stores and processes data at the infrastructure level. We encourage you to review GoHighLevel's privacy documentation at gohighlevel.com/privacy-policy.
Platforms We Work With
We work with a limited set of third-party platforms to deliver our services. Each operates under its own privacy policy:
- GoHighLevel — CRM platform where your account is built and hosted
- Stripe — Payment processing for setup fees and monthly retainers
- Airtable — Internal operations tracking used by our team
- ClickUp — Internal project and task management used by our team
- Make (Integromat) — Automation workflows connecting our internal systems
We do not grant these platforms access to your personal data beyond what is necessary to operate our service. Your contact list and CRM data stay in your account and are never shared across client accounts.
Data Retention
We retain your personal information for as long as necessary to deliver our services and meet our legal obligations. If you cancel your service, we will retain your records for a period consistent with standard business and tax recordkeeping requirements, generally seven years, after which they will be securely deleted.
If you would like to request earlier deletion of your personal information, please contact us at the address below. Certain records may be required to be retained by law regardless of your request.
Cookies
Our website uses cookies to support basic functionality, remember your preferences, and understand how visitors navigate our site. You can configure your browser to refuse cookies or notify you when they are being set. Disabling cookies may affect certain features of the site.
We do not use third-party advertising cookies or sell cookie data.
Your Rights
Depending on your location and applicable law, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your personal information, subject to legal retention requirements
- Opt out of marketing communications at any time by replying to any email or contacting us directly
Washington State residents may have additional rights under the Washington My Health MY Data Act or other applicable state law. To exercise any of these rights, please contact us using the details below.
Security
We take reasonable technical and organizational measures to protect your information from unauthorized access, disclosure, or loss. However, no system is completely secure. Please contact us promptly if you believe your information has been compromised in any way.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we do, we will update the effective date at the top of this page. If changes are material, we will notify active clients by email.