Privacy Notice

Effective Date: September 28, 2026

SHELA Commercial Strategy LLC (“SHELA,” “we,” “our,” or “us”) respects your privacy. This Privacy Notice explains how we collect, use, disclose, and protect personal information when you visit our website, complete an assessment or survey, schedule a conversation, communicate with us, or otherwise interact with SHELA.

1. Information We Collect

We may collect information that you provide directly to us, including:

·       your name

·       business email address

·       company name

·       job title or professional role

·       business or commercial information you provide through the High Command Assessment, surveys, forms, or conversations

·       information you provide when scheduling a call

·       correspondence you send to us

·       marketing communication preferences and consent status

If you participate in SHELA's High Command Assessment or other research or diagnostic activities, your responses may include information about your organization's commercial priorities, challenges, decision processes, growth objectives, resource allocation, or other business matters.

We do not ask you to provide highly sensitive personal information such as Social Security numbers, personal financial account information, medical information, or passwords through our website forms.

2. Information Collected Automatically

When you use our website, our website platform and service providers may automatically collect limited technical information such as:

·       IP address

·       browser type

·       device type

·       operating system

·       referring or exit pages

·       pages visited

·       date and time of access

·       other information used to operate, secure, and understand website performance

Cookies and similar technologies may be used for website functionality, security, preferences, and measurement.

If we introduce additional analytics, advertising, or tracking technologies that require additional notice or consent, we will update our disclosures and controls as appropriate.

3. How We Use Information

We may use personal information to:

·       operate and improve our website

·       process and evaluate High Command Assessment responses

·       route individuals to an appropriate next step

·       prepare for Discovery Calls or Fit Conversations

·       process survey or Voice-of-Customer responses

·       schedule and manage meetings

·       respond to inquiries

·       provide requested information or services

·       maintain CRM records and relationship history

·       send administrative or service-related communications

·       send marketing or educational communications where permitted

·       understand how people interact with SHELA's content and services

·       protect the security and integrity of our systems

·       comply with legal obligations

·       establish, exercise, or defend legal rights

An assessment result is used for routing and preparation. It is not an automated diagnosis or a guarantee that SHELA will recommend or provide a particular service.

4. Marketing Communications

We may send educational, marketing, or business-development communications when you have provided the appropriate permission or when otherwise permitted by applicable law.

You may unsubscribe from marketing emails at any time by using the unsubscribe link contained in the email.

Unsubscribing from marketing communications does not necessarily prevent us from sending non-marketing communications that are necessary to respond to you, manage a meeting you scheduled, or provide services you requested.

5. How We Share Information

We do not sell your personal information.

We may disclose personal information to service providers that help us operate SHELA, including providers used for:

·       website and CRM services

·       email communications

·       online forms and surveys

·       calendar scheduling and video meetings

·       cloud productivity and document storage

·       payment processing if you purchase services

·       technology, security, or professional support

These providers may process information on our behalf in accordance with their own contractual and legal obligations.

We may also disclose information when reasonably necessary to comply with law, legal process, regulatory requirements, enforce agreements, protect rights or safety, or respond to lawful government requests.

6. Current Technology Providers

SHELA currently uses third-party services that may process information as part of our operations, including:

·       Systeme.io for website, CRM, email, and automation functions

·       Google Workspace for business email and productivity

·       Google Forms for certain surveys and information collection

·       Google Calendar and Google Meet for scheduling and meetings

When you interact directly with a third-party service, that provider's privacy terms may also apply. Additional service providers may be added or changed as SHELA's operations develop.

7. Data Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Notice, including maintaining business records, managing prospective or client relationships, complying with legal obligations, resolving disputes, and protecting legitimate business interests.

Retention periods may vary depending on the type of information, the nature of the relationship, and applicable legal or operational requirements.

8. Data Security

We use reasonable administrative, technical, and organizational measures intended to protect personal information from unauthorized access, disclosure, alteration, misuse, or loss.

No method of transmission or electronic storage can be guaranteed to be completely secure.

9. Your Privacy Choices and Rights

Depending on where you live and applicable law, you may have rights regarding your personal information, which may include the right to request access, correction, deletion, or information about how your personal data is processed.

You may also withdraw marketing consent or unsubscribe from marketing communications at any time.

To make a privacy request, contact: helith@helithsofer.com

We may need to verify your identity before completing certain requests.

10. Business-to-Business Information

SHELA primarily serves businesses and business professionals. Much of the information we collect relates to individuals acting in a professional or business capacity.

This Privacy Notice nevertheless applies to personal information that identifies or is reasonably linkable to an individual.

11. Children's Privacy

Our website and services are intended for business professionals and are not directed to children under 13.

We do not knowingly collect personal information from children under 13 through our website.

12. Links to Other Websites

Our website or communications may contain links to third-party websites or services, including LinkedIn and other external resources.

We are not responsible for the privacy practices or content of third-party websites. We encourage you to review their privacy notices before providing personal information.

13. Changes to This Privacy Notice

We may update this Privacy Notice as our business, technology, services, or legal obligations change.

When we make material changes, we will update the effective date at the top of this page and may provide additional notice when appropriate.

14. Contact Us

For privacy questions or requests, contact:

SHELA Commercial Strategy LLC
Email: helith@helithsofer.com
Website: www.helithsofer.com

© 2026 SHELA Commercial Strategy LLC. All rights reserved.