Legal

Privacy Policy

Plain-language summary

Close It Now is a sales-training and coaching company based in Round Rock, Texas. We collect the information you give us when you request a session, use one of our interactive tools (like the Revenue Leak calculator or the Program Fit Finder), apply to join our team, or contact us, your name, email, phone number, company, and what you tell us about your team. We also collect basic technical data so the site works and stays secure. We use it to respond to you, schedule coaching, run our programs, and, if you opt in, send you sales-training content and updates. We do not sell your personal information, and we do not share it for targeted advertising. You can opt out of marketing at any time, ask us what we hold about you, and ask us to correct or delete it. See Your Privacy Choices below.

1. Who we are

This Privacy Policy explains how Close It Now ("Close It Now," "we," "us," or "our") collects, uses, and shares information when you visit www.closeitnow.net (the "Site"), use the tools on the Site, listen to our podcast content through the Site, or engage our coaching, training, and speaking services (together, the "Services").

Principal office: 1714 Rosenborough Ln S, Round Rock, TX 78665, United States Email: [email protected] Phone: (512) 364-8559

Our Services are offered to businesses and working professionals in the HVAC and home-services trades, owners, managers, comfort advisors, technicians, and sales teams, across the United States. This Policy applies to individuals in the United States.

Effective date: 2026-10-20 · Last updated: 2026-10-20

2. Information we collect

2.1 Information you give us directly

When you…	We collect
Request a Session (contact form)	Name, email address, phone number, company, what you are interested in (e.g., One-on-One Coaching, the Revenue Growth Accelerator, On-Site Team Training, keynote/speaking), and the message you write about your team and goals.
Use an interactive tool (Revenue Leak calculator, Program Fit Finder)	Every selection you make in the tool (for example team size, close rate, average ticket, program preferences), the result the tool shows you, and, if you choose to receive your results, your name, email, phone (optional), and company.
Apply to join our team (careers form)	Name, email, phone, area of interest, the message you write about yourself, and the résumé file you upload (PDF or Word, up to 5 MB).
Buy or enrol in a program, event, or coaching engagement	Billing name, business address, the program purchased, and payment status. Payment card numbers are never entered on this Site; they are collected by our payment processor or by invoice.
Email, call, or text us	The contents of the communication and your contact details.
Attend an event, workshop, or coaching session	Attendance, notes we take during coaching, and any recordings you consent to at the time (see §2.4).

2.2 Information collected automatically

When you visit the Site we (and the service providers who host and protect it) automatically receive: IP address, approximate location derived from it, browser and device type, operating system, referring page, the pages you view and the links you click, timestamps, and campaign parameters attached to links you follow (for example utm_source, utm_medium, utm_campaign). When you submit a form or tool, we also record the page you submitted it from.

2.3 Anti-spam and security data

Our forms use Google reCAPTCHA Enterprise to tell people from bots. reCAPTCHA collects hardware and software information (such as device and application data) and sends it to Google for analysis. Your use of reCAPTCHA is subject to the Google Privacy Policy and Terms of Service. Our forms also include a hidden field that only automated scripts fill in; submissions that fill it are discarded.

2.4 Podcast, audio, and video

Podcast episodes on the Site play through an embedded Captivate.fm player. When you press play, Captivate receives your IP address and playback data and may set its own cookies under its privacy policy. Links to Apple Podcasts, Spotify, or other listening apps take you to those third parties. Videos on our homepage are hosted by us and do not send data to a video platform. If we record a coaching call or event, we will tell you before recording begins.

2.5 Information from other sources

We may receive business contact information from event organisers where Sam Wakefield speaks, from referral partners, from publicly available sources such as LinkedIn or a company website, and from our email-marketing platform when you engage with a campaign (opens, clicks).

2.6 What we do not collect

We do not knowingly collect Social Security numbers, government IDs, financial account numbers, precise geolocation, biometric data, health information, or other sensitive personal information through the Site. Please do not include such information in a message or résumé.

3. How we use information

We use the information described above to:

Respond to you, schedule your discovery call, answer questions, and follow up on your request. This is the primary reason we ask for your phone number and email.
Deliver the Services, run coaching programs, group sessions, on-site training, and events; issue invoices; manage attendance and materials.
Show you tool results, the Revenue Leak calculator and Program Fit Finder use your inputs to compute an illustrative result and, if you ask, to email it to you and let our team follow up.
Communicate with you about our Services, send program updates, scheduling changes, and service messages.
Marketing, with your consent, send our newsletter, new podcast episodes, sales-training content, event announcements, and offers by email through our email platform. You can unsubscribe at any time (see §8).
Hiring, evaluate applications and contact candidates.
Operate, secure, and improve the Site, debug, prevent spam and abuse, measure what content is useful, and understand how visitors reach us.
Comply with law and protect our rights, respond to lawful requests, enforce our Terms, and defend against claims.

We do not use automated decision-making that produces legal or similarly significant effects about you. The interactive tools produce illustrative estimates only and are not decisions about you.

We do not sell your personal information, and we do not share it with third parties for cross-context behavioural (targeted) advertising. We share information only as follows:

4.1 Service providers who work on our behalf

Category	Provider(s) we currently use	What they process
Website design, hosting, and content platform	CI Web Group (Hydra platform on Amazon Web Services S3 + CloudFront)	Site files, server logs, form submissions passed through its form-relay service to our inbox
Network security and performance (CDN, DNS, DDoS protection)	Cloudflare	IP address, request logs
Anti-spam	Google reCAPTCHA Enterprise	See §2.3
Web fonts	Google Fonts	IP address at font load
Podcast hosting and player	Captivate.fm	Playback data when you play an episode
Email marketing and newsletters	Brevo	Name, email, company, engagement with campaigns
Analytics		Pages viewed, device, approximate location; IP anonymised where the tool allows
Scheduling and video calls		Name, email, appointment time, call recordings if any
Payments and invoicing		Billing details; card numbers never touch our Site
Customer-relationship management		Contact and engagement history
Professional advisers	Accountants, attorneys, insurers	As needed for their services

Service providers may use your information only to provide services to us and are bound by contract to protect it.

4.2 Business partners you ask us to involve

If you ask us to coordinate with a partner, for example a co-presenter at an event, a manufacturer or distributor sponsoring a training, or a referral partner who introduced you, we share what is necessary for that coordination.

4.3 Testimonials and success stories

If you give us a testimonial or agree to be featured, we publish it with the name, company, and details you approve. We will not attribute a testimonial to you without your permission, and you can withdraw permission for future use by emailing us.

4.4 Legal, safety, and business transfers

We may disclose information to comply with law, subpoena, or legal process; to enforce our Terms; to protect the rights, property, or safety of Close It Now, our clients, or others; and in connection with a merger, financing, sale of assets, or similar transaction, in which case your information would be subject to the same commitments in this Policy.

4.5 Aggregated or de-identified information

We may share statistics that cannot reasonably identify you, for example "average close-rate lift reported by group-coaching attendees."

5. Text messages (SMS) and phone calls

We ask for your phone number on our forms so a real person from our team can call you about your request. Please read this section carefully, it describes the consent you give when you submit a form.

By providing your phone number and checking the consent box, you agree that Close It Now may contact you by phone call and text message (SMS/MMS) at the number you provided about your request and our Services. Calls may be made by our staff; Consent to receive texts is not a condition of purchasing any program or service, if you prefer we not text you, tell us in your message or reply STOP to any text.

5.2 SMS program details

Program name: Close It Now Client Communications
What you'll receive: replies to your request, scheduling and confirmation messages, session reminders, and occasional program updates. We do not send marketing text messages unless you separately opt in.
Message frequency: varies by your request; typically no more than messages per month.
Message and data rates may apply. Check with your carrier.
To stop: reply STOP to any message. You will receive one final confirmation text and no further messages unless you opt in again.
For help: reply HELP, email [email protected], or call (512) 364-8559.
Carriers are not liable for delayed or undelivered messages.
We do not share your mobile number or SMS opt-in with third parties or affiliates for their marketing. Mobile opt-in data is used only to send you the messages described here.

5.3 Call recording

If we ever record a call, we will tell you at the start of the call. Texas is a one-party-consent state, but several states we serve (including California, Oregon, and Washington) require all-party consent, so we will always ask.

6. Cookies and similar technologies

6.1 What we use today

The Site is a static website. It sets strictly necessary technologies only:

Security and delivery cookies from Cloudflare (for example __cf_bm, cf_clearance) that protect the Site from bots and abuse.
Google reCAPTCHA stores a token in your browser when you submit a form.
Local browser storage used by our interactive tools to remember your selections while you use them. It is not shared with anyone and is cleared when you clear your browser storage.

6.2 Optional technologies

If enabled, Google Analytics sets cookies (_ga, _ga_*) that help us count visits and understand which pages and episodes are useful.

Consent banner. Where optional cookies are used, a banner lets you accept or decline them before they are set. Your choice is stored for 12 months and can be changed any time from the "Cookie Settings" link in the footer. (See tcpa-a2p-consent.md §E for the banner text.)
Browser settings. You can block or delete cookies in your browser. Blocking strictly necessary cookies may stop forms from working.
Google Analytics opt-out: tools.google.com/dlpage/gaoptout.
Global Privacy Control (GPC) and Do Not Track. We treat a GPC signal from your browser as a request to opt out of any sale or sharing of your personal information and of optional analytics cookies. Because we do not sell or share personal information, the practical effect is that optional analytics is disabled for that session. Browsers' older "Do Not Track" signals are honoured the same way.

6.4 Embedded third-party content

Podcast players (Captivate.fm) and any embedded social content load from those providers and may set their own cookies once you interact with them. We have no control over those cookies; see the provider's policy.

7. Analytics and advertising disclosure

7.1 We do not run advertising pixels, retargeting tags, or data-broker integrations on the Site.

7.2 We use Google Analytics 4 to understand aggregate Site usage. Google may use the data it collects to contextualise and personalise ads in its own network subject to its policies. You can learn how Google uses data from sites that use its services at policies.google.com/technologies/partner-sites, and you can opt out with the browser add-on linked in §6.3.

7.3 We may use email-campaign analytics (opens and clicks) inside Brevo to see which content is useful. You can stop this by unsubscribing.

8. Your Privacy Choices

You have choices about your information regardless of where you live. We honour the requests below for everyone, not only residents of states whose laws require it.

8.1 Opt out of marketing

Email: click "unsubscribe" in any campaign email, or email [email protected] with "unsubscribe" in the subject. Service emails about an active engagement (invoices, session logistics) continue.
Text messages: reply STOP to any message.
Phone calls: tell the caller, or email/call us and ask to be placed on our internal do-not-call list. We honour the National Do Not Call Registry and our internal list.

We do not sell your personal information, and we do not share it for cross-context behavioural advertising. We have not done so in the preceding 12 months. Because we do not sell or share, there is nothing to opt out of; if that ever changes, we will update this Policy and add a "Do Not Sell or Share" link before doing so. We also honour the Global Privacy Control signal (§6.3).

8.3 Access, correct, delete, or port your information

You may ask us to:

Confirm whether we hold personal information about you and access a copy of it;
Correct inaccurate information;
Delete your information (we may keep what we need for an active engagement, invoicing records, or legal obligations, and we will tell you if so);
Provide a portable copy in a common format;
Limit any use of sensitive personal information (we do not collect it, see §2.6).

How to submit a request: email [email protected] with the subject "Privacy Request," or call (512) 364-8559, or write to Close It Now, 1714 Rosenborough Ln S, Round Rock, TX 78665. Tell us which right you are exercising and the email/phone you used with us so we can locate your records. We will verify your identity by matching the request to the contact details on file and may ask one or two follow-up questions; we will not ask for more information than we need. An authorised agent may submit a request on your behalf with your signed permission.

Timing: we respond within 45 days and will tell you if we need up to 45 more days. There is no charge for a reasonable number of requests. We will not discriminate against you, no denial of service, different pricing, or reduced quality, for exercising a privacy right.

Appeals: if we decline a request, you may appeal by replying to our decision email with "Privacy Appeal." We will respond within 60 days. If you are still unsatisfied you may contact your state attorney general, for Texas residents, the Texas Attorney General's Consumer Protection Division at texasattorneygeneral.gov.

8.4 State-specific notices

Several states where we work have comprehensive privacy laws, including Texas (Texas Data Privacy and Security Act), Colorado (Colorado Privacy Act), Oregon (Oregon Consumer Privacy Act), Tennessee (Tennessee Information Protection Act), and California (CCPA/CPRA), as well as Virginia, Connecticut, Utah, Montana, Delaware, Iowa, Nebraska, New Hampshire, New Jersey, Maryland, Minnesota, Indiana, Kentucky, and Rhode Island. Most of these laws apply only to businesses that process data on 100,000+ consumers or that meet revenue or data-sale thresholds; Texas's law exempts small businesses as defined by the U.S. Small Business Administration except for selling sensitive data. We voluntarily extend the rights in §8.1–8.3 to all residents of these states and will treat a request under any of these laws as described above.

California residents, additional disclosures. In the preceding 12 months we collected the following categories of personal information (as defined in the CCPA): identifiers (name, email, phone, IP address); commercial information (programs purchased); internet/network activity (pages viewed, form and tool inputs); professional/employment information (company, role, résumé for applicants); and inferences drawn from tool inputs (a recommended program). Sources, purposes, and recipients are described in §§2–4. We do not sell or share personal information and have no actual knowledge of selling or sharing the information of anyone under 16. We do not use or disclose sensitive personal information for purposes requiring a right to limit. You have the right to know, delete, correct, opt out of sale/sharing, limit, and non-discrimination described in §8.2–8.3. Shine the Light (Cal. Civ. Code §1798.83): we do not disclose personal information to third parties for their direct marketing.

Nevada residents: we do not sell covered information as defined by NRS 603A; you may still send an opt-out request to [email protected].

You may withdraw consent to a published testimonial or to a recording you appear in for future use by emailing us. We will remove it from Site pages and future materials within 30 days; copies already distributed (for example a podcast episode already downloaded by listeners) cannot be recalled.

9. Data retention

We keep personal information only as long as needed for the purposes in §3, then delete or de-identify it. Our default schedule:

Data	Retention
Form and tool submissions (leads) that do not become clients	24 months from last contact
Client records, coaching notes, session recordings	Length of the engagement +; invoices and tax records 7 years
Email-marketing list	Until you unsubscribe, then suppressed (kept on a do-not-email list so we do not re-add you)
Job applications	12 months from application, or as required by law
Server / security logs	Up to 90 days (Cloudflare, AWS)
Analytics data	Per the analytics tool's retention setting, default 14 months

10. Security

We use reasonable administrative, technical, and physical safeguards appropriate to a small professional-services business: HTTPS everywhere, a static site with no database exposed to the internet, Cloudflare bot and DDoS protection, reCAPTCHA on forms, access to submissions limited to authorised staff, and reputable hosting and email providers. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. If a breach affecting your personal information occurs, we will notify you and the appropriate regulators as required by the Texas Identity Theft Enforcement and Protection Act (Tex. Bus. & Com. Code ch. 521) and the laws of your state.

11. Children

The Site and Services are for businesses and working adults. They are not directed to children under 13, and we do not knowingly collect personal information from anyone under 13 (or under 16 for the purposes of §8.4). If you believe a child has provided us information, email [email protected] and we will delete it.

12. Third-party websites and content

The Site links to third-party sites and services, Apple Podcasts, Spotify, Facebook (including our Facebook Group), Instagram, LinkedIn, the Inner Revolution book site, event registration pages, and partner sites. Their privacy practices are their own; this Policy does not apply to them. Content embedded from third parties (for example the Captivate.fm player) is governed by the provider's policy from the moment you interact with it.

13. Changes to this Policy

We may update this Policy as our practices or the law change. We will post the revised Policy with a new "Last updated" date and, for material changes that affect how we use information already collected, notify you by email or a notice on the Site before the change takes effect. Your continued use of the Site after the effective date means you accept the revised Policy.

14. Contact us

Close It Now, Privacy 1714 Rosenborough Ln S, Round Rock, TX 78665 [email protected] · (512) 364-8559 (Mon–Fri 9 AM–5 PM Central)

This document was drafted for Close It Now's review with its own counsel. It reflects the Site's actual integrations as of the draft date; the Site owner is responsible for keeping §§4, 6, and 7 accurate as tools are added or removed.