Transitions D2D, LLC

Privacy Notice

Last Updated: March 5, 2026

Transitions D2D, LLC (“we,” “our,” or “us”) is committed to safeguarding your privacy and maintaining the

confidentiality of the information you share with us. This Privacy Notice explains how we collect, use, protect, and

manage your personal data when you engage with our executive coaching services, leadership programs, assessments,

or digital platforms.

By accessing or using our services, you agree to the terms outlined in this Privacy Notice.

1. Purpose of This Privacy Notice

This Privacy Notice is designed to provide transparency into:

• The personal data we collect about you and how we obtain it

• How we use and protect your data

• Your rights concerning your personal information

• How we incorporate AI technologies responsibly into our services

2. Scope

This Privacy Notice applies to:

• All services offered by Transitions D2D, LLC, including 1:1 executive coaching, group and team development

programs, ICF mentor coaching, masterclasses, the Private Executive Roundtable Dialogue, assessments

(including the 3D Authentic Presence™ Assessment), and related resources

• All interactions through our website (transitionsd2d.com), booking platforms, email communications, or other

digital platforms (collectively referred to as “Services”)

3. Personal Data We Collect

We collect and process personal data to provide and enhance our Services. This includes:

Information You Provide:

◦ Contact Information: Name, email address, phone number, and mailing address

◦ Coaching Data: Goals, session notes, assessment results, and leadership insights shared during coaching

engagements

◦ Payment Data: Credit card details, billing addresses, and transaction history processed through secure

third-party payment platforms

◦ Program Enrollment Data: Application responses, intake forms, and registration information for

masterclasses, roundtables, and coaching programs

Automatically Collected Data:◦ Usage Data: Interactions with our website, including pages visited, features accessed, and time spent

◦ Device Information: Device type, browser type, IP address, and operating system

◦ AI-Processed Insights: Where applicable, behavioral patterns and development recommendations

generated by AI-assisted coaching tools

4. How We Use Your Data

Your data is used to:

• Deliver personalized executive coaching experiences and leadership development plans

• Administer programs, assessments, and events including the 3D Authentic Presence™ Assessment and Invisible

Influence Method™ Masterclass

• Communicate program updates, session reminders, and relevant leadership resources

• Improve and refine our coaching methodology, frameworks, and digital tools

• Ensure the security and functionality of our platforms

AI Integration: Where AI tools are used to support coaching insights or content delivery, outputs are always reviewed

by Sheila R. Carmichael, MCC, to ensure relevance, accuracy, and alignment with your development goals. AI is

designed to augment—not replace—the human coaching relationship.

5. Sharing Your Information

We may share your personal data only under these circumstances:

• Service Providers: With trusted third-party vendors (e.g., payment processors, scheduling platforms such as

LunaCal, form tools such as Typeform, and cloud storage services) under strict data protection agreements

• Legal Compliance: To comply with applicable laws, regulations, or valid legal requests

• Business Transfers: In the event of a merger, acquisition, or similar corporate event, with prior notification

provided to affected individuals

We never sell or rent your personal data to third parties for marketing purposes.

6. Data Protection and Retention

We implement industry-standard security measures, including encryption, access controls, and secure servers, to

protect your information.

Retention Periods:

◦ Coaching session data: Retained for up to 24 months following the conclusion of your coaching

engagement

◦ Assessment data: Retained for up to 12 months following program completion

◦ Payment data: Retained in accordance with applicable financial recordkeeping laws

◦ Marketing and communications data: Retained until you unsubscribe or request removal

7. Managing Your Data Rights

You have the following rights regarding your personal data:

• Access: Request a copy of the personal data we hold about you• Correction: Request correction of inaccurate or incomplete information

• Deletion: Request deletion of your data, subject to legal retention requirements

• Objection: Opt out of data processing for specific purposes, including marketing communications

To exercise any of these rights, contact us at: info@transitionsd2d.com

8. Use of Cookies and Tracking Technologies

Our website (transitionsd2d.com) uses cookies and similar technologies to enhance user experience, analyze site usage,

and deliver relevant content.

What Are Cookies? Cookies are small text files stored on your device that remember preferences or track activity. You

may manage or disable cookies through your browser settings. Note that disabling cookies may affect the functionality

of certain features on our site.

9. Responsible AI Use

Transitions D2D, LLC is committed to the ethical and transparent use of AI technologies:

• Transparency: You will be informed when AI tools are used to process or analyze your data

• Accountability: All AI-generated insights are reviewed by a certified coaching professional before being applied

to your development

• Privacy by Design: AI systems used in connection with our Services are selected and configured with data privacy

and security as a priority

10. International Data Transfers

Transitions D2D, LLC is based in the United States. If you are located outside the U.S., your information may be

transferred to, stored, and processed in the United States. We take appropriate measures to ensure your data remains

protected in accordance with this Privacy Notice.

11. Changes to This Policy

We may update this Privacy Notice periodically to reflect changes in our services, technology, or legal requirements.

Material updates will be communicated via email or a prominent notice on our website. The “Last Updated” date at the

top of this document reflects the most recent revision.

12. Contact Us

If you have questions or concerns about this Privacy Notice, or wish to exercise your data rights, please contact us:

Transitions D2D, LLC

Sheila R. Carmichael, MCC, M.Ed.

Website: transitionsd2d.com

Email: info@transitionsd2d.com