Privacy Policy

Effective date: August 9, 2026

Digital Customer Success ("we," "us," or "our") is operated by Servus Enterprises, LLC. This Privacy Policy explains how we collect, use, share, and protect your personal information when you visit digitalcustomersuccess.com (the "Site") or use any of our services, including our newsletter, podcast, the Digital CS Maturity Assessment, the Digital CX Chatbot, the Digital CX Masterclass, and consulting or speaking services (collectively, the "Services").

Servus Enterprises, LLC is the data controller responsible for the personal information described in this policy. This policy is a notice that describes our privacy practices; it is not a contract, and it does not require your agreement to take effect.

1. Information We Collect

Information you provide directly

• Contact information. When you subscribe to our newsletter, fill out a contact form, register for the Masterclass, or reach out about consulting or speaking, we collect information such as your name, email address, company, and job title.
• Assessment responses. When you take the Digital CS Maturity Assessment, we collect your name, email address, and your answers to the assessment questions, which are used to generate your results.
• Chatbot conversations. When you use the Digital CX Chatbot, we collect and store the content of your conversations. Please do not share sensitive personal information (such as health, financial account, or government ID information) in chatbot conversations.
• Payment information. When you enroll in the Masterclass or purchase other paid Services, payment is processed by our third-party payment processor. We do not store your full credit card number on our systems. We retain records of your transactions (such as name, email, item purchased, and amount).
• Communications. If you email us or respond to our newsletter, we keep a record of that correspondence.

Information collected automatically

When you visit the Site, we and our service providers automatically collect certain information using cookies and similar technologies, including:

• IP address and approximate location (city/region)
• Browser type, device type, and operating system
• Pages viewed, links clicked, time spent on pages, and referring URLs
• Email engagement data (whether you open or click links in our emails)

See Section 6 (Cookies and Tracking Technologies) for more detail.

Information from third parties

We may receive information about you from service providers and business tools we use (for example, podcast analytics platforms, social media platforms when you interact with our content, or event organizers when we speak at their events).

2. How We Use Your Information

We use personal information to:

• Provide, operate, and improve the Site and Services
• Deliver the newsletter and other content you request
• Generate and deliver your Maturity Assessment results
• Operate the Digital CX Chatbot, including using stored conversations to respond to your questions and to improve the chatbot's accuracy and usefulness
• Process Masterclass enrollments and payments, and administer cohorts
• Respond to inquiries about consulting, speaking, sponsorship, or other services
• Send marketing communications about our content and offerings (you can opt out at any time)
• Analyze how the Site and our content are used so we can improve them
• Detect, prevent, and address fraud, abuse, and security issues
• Comply with legal obligations and enforce our terms

AI processing notice. The Digital CX Chatbot uses artificial intelligence to generate responses. Your chatbot conversations are stored and may be reviewed to improve the quality of responses. We do not use your conversations to train third-party foundation models, and we do not sell chatbot conversation data.

3. Legal Bases for Processing (EEA, UK, and Switzerland)

If you are located in the European Economic Area, the United Kingdom, or Switzerland, we process your personal data under the following legal bases:

• Consent — for marketing emails, non-essential cookies, and similar processing. You may withdraw consent at any time.
• Contract — to deliver Services you have signed up or paid for, such as the Masterclass or the newsletter.
• Legitimate interests — to operate and secure the Site, analyze usage, and grow our business, where those interests are not overridden by your rights.
• Legal obligation — where processing is required to comply with applicable law (for example, tax and accounting records).

4. How We Share Information

We do not sell personal information, and we do not share it for targeted advertising or cross-context behavioral advertising as those terms are defined under US state privacy laws. We disclose personal information only in these circumstances:

• Service providers. We use trusted third parties to run the Site and Services, including:
  • HubSpot — forms, contact management (CRM), email marketing, and website tracking
  • Google Analytics — website usage analytics
  • ScoreApp — the Digital CS Maturity Assessment
  • Stripe — payment processing
  • Hosting, content management, podcast hosting, and chatbot infrastructure providers

  These providers process your information on our behalf under contracts that restrict how they may use it. Their own privacy practices are described in their policies: HubSpot, Google, ScoreApp, Stripe.

• Legal reasons. We may disclose information if required by law, subpoena, or other legal process, or to protect the rights, property, or safety of our business, our users, or others.
• Business transfers. If we sell, merge, or transfer all or part of our business, personal information may be transferred as part of that transaction. We will notify you of any change in ownership or use of your personal information.
• With your consent. We may share information for other purposes with your permission.

Advertising note. We configure our analytics and marketing tools so that your information is not used for cross-context behavioral advertising or shared with advertising networks. If our practices ever change, we will update this policy before the change takes effect and provide a clear opt-out mechanism, including a "Your Privacy Choices" link on the Site.

5. Sponsors

Our podcast and newsletter may be supported by sponsors. We may share aggregate, non-identifying audience statistics (such as download counts or subscriber totals) with sponsors. We do not give sponsors your name, email address, or other personal information unless you explicitly opt in (for example, by signing up for a sponsor's offer).

6. Cookies and Tracking Technologies

We use cookies, pixels, and similar technologies to operate the Site, remember preferences, measure email engagement, and understand how visitors use our content. These include:

• Essential cookies — required for the Site to function
• Analytics cookies — Google Analytics and HubSpot analytics, which help us understand traffic and content performance
• Marketing cookies — HubSpot tracking that connects your Site activity to your contact record if you have filled out a form or clicked a link in our emails

You can control cookies through your browser settings, and where a cookie banner is presented, through your choices there. We recognize the Global Privacy Control (GPC) browser signal and will honor it as an opt-out where applicable law requires. You can also opt out of Google Analytics with the Google Analytics Opt-out Browser Add-on.

7. Your Rights — EEA, UK, and Switzerland (GDPR)

If you are in the EEA, UK, or Switzerland, you have the right to:

• Access the personal data we hold about you
• Correct inaccurate or incomplete data
• Delete your data ("right to be forgotten")
• Restrict or object to certain processing, including processing based on legitimate interests
• Receive your data in a portable format
• Withdraw consent at any time, without affecting prior processing
• Lodge a complaint with your local supervisory authority

To exercise these rights, contact us using the details in Section 13. We will respond within one month. We may need to verify your identity before fulfilling a request.

International transfers. We are based in the United States, and your information will be transferred to and processed in the US. Where required, we rely on appropriate safeguards for these transfers, such as Standard Contractual Clauses with our service providers or their participation in the EU–US Data Privacy Framework.

8. Your Rights — US State Privacy Laws

If you live in California, Colorado, Connecticut, Delaware, Florida, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Texas, Utah, Virginia, or another state with a comprehensive privacy law, you may have the right to:

• Know what personal information we collect, use, and share, and access a copy of it
• Correct inaccurate personal information
• Delete personal information we hold about you
• Opt out of targeted advertising and the "sale" or "sharing" of personal information
• Receive your personal information in a portable format
• Not be discriminated against for exercising your rights

We do not sell personal information or share it for targeted advertising, so there is currently no sale or sharing to opt out of. We also do not knowingly process sensitive personal information beyond what you voluntarily provide. If you are an Oregon resident, you may additionally request a list of the specific third parties to which we have disclosed personal information.

To exercise any of these rights, contact us using the details in Section 13. We will respond to verified requests within the timeframe required by your state's law (generally 45 days, with a possible extension). If we decline all or part of your request, we will explain why and how to appeal. You may appeal by replying to our response, and we will decide your appeal within the period your state's law requires and tell you how to contact your state attorney general if you disagree with the outcome.

California notice at collection

For California residents, the table below summarizes the categories of personal information we collect (and have collected in the preceding 12 months), where it comes from, why we collect it, and who receives it. We do not sell or share any category, and we do not collect sensitive personal information requiring a "Limit the Use of My Sensitive Personal Information" option. Retention periods are described in Section 10.

9. Email Marketing

Our newsletter and other marketing emails are sent through HubSpot. Every marketing email includes an unsubscribe link, and opting out takes effect promptly. We measure opens and clicks to understand what content is useful. If you unsubscribe, we may retain your email address on a suppression list to make sure we don't email you again.

10. Data Retention

We keep personal information only as long as needed for the purposes described in this policy:

• Newsletter and CRM contacts — until you unsubscribe or request deletion, or after 3 years with no engagement from you (no opens, clicks, or replies)
• Assessment responses — up to 3 years from when you complete the assessment
• Chatbot conversations — up to 2 years from the conversation date; you may request earlier deletion at any time
• Transaction records — 7 years, as required by tax and accounting law
• Suppression lists (unsubscribed emails) — retained indefinitely so we do not contact you again

When information is no longer needed, we delete or de-identify it.

11. Security

We use reasonable administrative, technical, and organizational safeguards to protect personal information, including reputable service providers, encryption in transit (HTTPS), and access controls. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. If a breach affecting your personal information occurs, we will notify you and regulators as required by law.

12. Children's Privacy

The Site and Services are intended for business professionals and are not directed to children under 16. We do not knowingly collect personal information from children. If you believe a child has provided us personal information, contact us and we will delete it.

13. Contact Us

For privacy questions or to exercise any of your rights:

Servus Enterprises, LLC
Email: alex@digitalcustomersuccess.com
Mailing address: 5900 Balcones Dr. #30748, Austin, TX 78731

If you are in the EEA or UK and believe we have not resolved your concern, you may contact your local data protection authority.

14. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the effective date at the top of this page and, for material changes, notify newsletter subscribers by email or post a prominent notice on the Site before the change takes effect. If a change materially expands how we use personal information we have already collected, we will obtain your consent where applicable law requires it.