GO TO HOMEPAGE β†’

Privacy Policy

For Moms Making Memories LLC ("Plan Ahead Mom")

Published: April 22, 2026
Last Updated: October 12, 2026

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1. INTRODUCTION

Welcome to Moms Making Memories ("Plan Ahead Mom"). We respect your privacy and are committed to protecting your personal data. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our content, sign up for our email list, use our free resources, or engage with us across various platforms.

This Privacy Policy applies to Moms Making Memories LLC ("Plan Ahead Mom") and all related current and future offerings, including:

  • Free lead magnets and downloadable resources (delivered via Kit, Kajabi, ThriveCart, or automated direct messages, and hosted on Notion, ThriveCart, Google Drive, or YouTube)
  • Email list and communications managed through Kit (and, during our transition period, Kajabi)
  • Digital products, courses, and coaching programs hosted on Kajabi, Thrivecart, Vercel and/or Notion
  • Checkout and order processing through ThriveCart and/or Kajabi
  • Sales pages and website hosted on Kajabi and/or ThriveCart and Vercel
  • Plan Ahead Christmas Digital Planner (christmas.planaheadmom.com), hosted on Vercel
  • Amazon Influencer storefront and Amazon affiliate links
  • Social media presence (TikTok, Instagram, YouTube, Facebook)
  • Automated DM communication via ManyChat (Instagram, Facebook, and TikTok)

Platform Transition: We are currently moving our email list, free resources, and checkout from Kajabi to Kit (email), ThriveCart (checkout and website), Vercel (website) and Notion (product and resource hosting). During this transition, your information may be held in both Kajabi and these new platforms. Once the transition is complete, we will update this policy.

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2. INFORMATION WE COLLECT

We may collect the following types of information:

  • Personal Details: Name and email address (provided when you opt in to our email list, request a free resource β€” including by replying to an automated direct message β€” or purchase a product).Β 
  • Email Confirmation Records: When you join our email list, we use a double opt-in process. Our email platform records when you subscribed and confirmed your subscription, which form or resource you signed up through, and related technical details (such as the IP address used to confirm).
  • Technical Data: IP address, browser type, device information, and operating system.
  • Usage Data: How you interact with our content, pages visited, links clicked, and time spent on pages. This includes whether you open our emails and which links you click in them, which we use to send you more relevant content.
  • Purchase & Payment Data: When you purchase a product or program through our ThriveCart or Kajabi checkout, payment is processed by Stripe, PayPal, or the platform’s payment processor. We do not store your full payment card details; those are handled securely by the payment processor. We receive your name, email address, billing details (such as country and postal code), and order information.
  • Social Media Data: When you interact with our content on TikTok, Instagram, YouTube, or Facebook, we may have access to publicly available information such as your username, profile information, and engagement metrics.
  • Communication Data: Messages sent through contact forms, direct messages on social media, email replies, and video or phone coaching sessions. When coaching sessions are conducted via video call platforms such as Zoom or Google Meet, those platforms may collect data according to their own privacy policies.
  • Affiliate Purchase Information: When you make purchases through our Amazon Affiliate or Influencer links, Amazon may share commission information with us. We do not receive your personal payment details.
  • User-Generated Content: Comments, reviews, or testimonials you share publicly on social media or in response to our content.
  • Lead & Client Management Data: We maintain internal records to manage our audience relationships and client communications. This may include your public social media username, public comments you have made on our content, a record of follow-up communications we have sent you (including the general content of those communications), and internal notes about our interactions.
  • We generally keep private messages within the social media platform where they originate, and we may keep a record that a conversation occurred and what resources or information were provided to you. If you send us positive feedback or results in a direct message, email, or comment, we may save a screenshot of that message to use as a testimonial (see Section 8, β€œTestimonials and User-Generated Content”).

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3. HOW WE USE YOUR INFORMATION

We use your information to:

  • Deliver free lead magnets and resources you have requested, by email or direct message
  • Manage your email subscription and send relevant content and updates through Kit and Thrivecart (and, during our transition period, Kajabi)
  • Organize subscribers with tags (for example, which free resource you requested or which product you purchased) so we can send relevant emails and avoid sending offers for products you already own
  • Send transactional emails (such as subscription confirmations, download confirmations, purchase receipts, product access emails, and welcome sequences) through Kit, Kajabi, and/or ThriveCart
  • Deliver and host digital products, courses, and coaching programs via Kajabi, Notion, and/or ThriveCart
  • Process payments for products and programs
  • Process affiliate commissions from purchases made through our Amazon links
  • Respond to your inquiries and provide customer support
  • Manage leads, client relationships, and follow-up communications through our client management systems
  • Keep records of our interactions so we can provide better, more personalized support
  • Improve our content and user experience
  • Market our content, products, and services across platforms
  • Display testimonials and user-generated content on our website or social media with appropriate permissions
  • Analyze usage patterns to enhance our offerings
  • Comply with legal obligations

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4. LAWFUL BASIS FOR PROCESSING YOUR DATA

We will only use your personal data when legally permitted. Below is a description of each type of data we collect, why we process it, and the legal ground we rely on:

  • Personal Details (name, email): Processed to deliver free resources you have requested and to manage your email subscription. Legal basis: Consent β€” you actively opt in to provide this information and confirm your subscription.
  • Purchase & Payment Data: Processed to fulfill your order and deliver your product or program. Legal basis: Contract performance β€” necessary to complete the transaction you initiated.
  • Email Confirmation Records: Processed to show that you consented to receive our emails. Legal basis: Legal obligation and legitimate interests β€” to keep accurate records of your consent.
  • Communication Data (messages, inquiries): Processed to respond to your questions and maintain records of our correspondence. Legal basis: Legitimate interests β€” to communicate effectively and keep accurate records.
  • Technical Data (IP address, browser, device info): Processed to understand how our content is accessed, maintain security, and improve performance. Legal basis: Legitimate interests β€” to properly administer our platforms.
  • Usage Data (pages visited, links clicked, email opens and clicks, time on content): Processed to analyze how people interact with our content and improve our offerings. Legal basis: Legitimate interests β€” to grow and improve our business.
  • Social Media Data (usernames, engagement metrics): Processed to understand audience engagement and inform our content strategy. Legal basis: Legitimate interests β€” to develop and improve our content and marketing.
  • Affiliate Purchase Information (commission data from Amazon): Processed to track qualifying purchases and earn commissions. Legal basis: Legitimate interests β€” to operate our affiliate business.
  • Marketing Data (email preferences, ad interactions): Processed to send you relevant communications and measure marketing effectiveness. Legal basis: Consent for direct email marketing; legitimate interests for analytics and advertising performance.
  • Lead & Client Management Data (usernames, public comments, follow-up records, internal notes): Processed to manage relationships with our audience and clients and provide relevant follow-up. Legal basis: Legitimate interests β€” to operate and grow our business and communicate effectively with our audience.

We may process your personal data on more than one lawful ground depending on the specific purpose. You may request further information about the specific legal ground we rely on for any particular use by contacting us at [email protected].Β 

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5. DATA STORAGE AND SECURITY

While we implement reasonable security measures to protect your data, no method of transmission or storage over the internet is 100% guaranteed to be secure. Plan Ahead Mom will take reasonable steps to safeguard your information, but we cannot be held responsible for any data loss, alteration, or unauthorized access that may occur despite our security measures.

We have put in place procedures to deal with any suspected personal data breach. In the event of a breach, we will notify you and any applicable regulatory authority where we are legally required to do so.

We retain your personal data only as long as necessary to fulfill the purposes outlined in this policy or as required by law.

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6. PLAN AHEAD CHRISTMAS DIGITAL PLANNER

The Plan Ahead Christmas Digital Planner is designed to keep your plan private to you.

Your plan stays on your device. Your answers, your plan, and anything you type (such as your name and your family members' first names) are saved only in your web browser on your own device. Your plan is not sent to us, and we cannot see, access, or recover it.

No login required. The planner does not require an account or email address.

Hosting. The planner is hosted by Vercel. Like any website host, Vercel automatically receives standard technical information when you load the page (such as your IP address, browser type, and device information), according to its privacy policy.

Deleting your plan. You can delete your plan anytime by choosing "Start a new plan" in the planner's menu, or by clearing your browser's website data. Clearing your browser data, using private browsing, or switching devices or browsers may make your plan unavailable, and we cannot restore it.

Vercel Privacy Policy: https://vercel.com/legal/privacy-policy

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7. THIRD-PARTY SERVICES

Our content and services utilize various third-party platforms and services. Each operates under its own privacy policy. We encourage you to review their policies for more information.

a) Website & Course Platform

Our website, sales pages, and course hosting are currently managed through Kajabi (and, as we transition, ThriveCart and Vercel). During our transition period, some email marketing, free resource delivery, and product checkout also run through Kajabi. When you visit our site, opt in through a form, make a purchase, or access a course, Kajabi, Thrivecart, and/or Vercel process your data according to their privacy policies.Β 

Kajabi Privacy Policy: https://www.kajabi.com/policies/privacy
Thrivecart Privacy Policy: https://legal.thrivecart.com/platform/privacy/
Vercel Privacy Policy: https://vercel.com/legal/privacy-policyΒ 

b) Email Marketing

Our email list is managed through Kit (formerly ConvertKit) and Thrivecart. When you join our email list β€” through a form, a ManyChat direct message, or a purchase β€” your name, email address, subscription and confirmation records, tags, and email engagement data (such as opens and clicks) are stored in Kit and Thrivecart and are used to send you our emails. If you subscribed through Kajabi, your information may also be copied into Kit and Thrivecart so you continue receiving the emails you signed up for.

Kit Privacy Policy: https://kit.com/privacy
Thrivecart Privacy Policy: https://legal.thrivecart.com/platform/privacy/
Kajabi Privacy Policy: https://www.kajabi.com/policies/privacyΒ 

c) Checkout & Payment Processing

Checkout for our digital products is provided by ThriveCart and/or Kajabi. Payments are processed through Stripe, PayPal, and/or the platform’s payment processors. We do not store your full payment card details. ThriveCart may also be used to deliver free resources, digital products, and courses (including through its course hosting feature), and to send emails related to those products and resources, such as receipts, access details, and delivery emails. When you sign up or buy through ThriveCart, your name, email address, and order details are stored in ThriveCart and also shared with Kit so we can deliver your purchase or resource and send related emails. Each provider handles your data according to their own privacy policies.

ThriveCart Privacy Policy: https://legal.thrivecart.com/platform/privacy/
Kajabi Privacy Policy: https://www.kajabi.com/policies/privacy
Stripe Privacy Policy: https://stripe.com/privacy
PayPal Privacy Policy:Β https://www.paypal.com/us/legalhub/privacy-fullΒ 

d) Domain Registration

Our domain is registered through Namecheap. Namecheap handles domain registration data according to their privacy policy. Our domain’s settings are currently managed in Kajabi.

Namecheap Privacy Policy: https://www.namecheap.com/legal/general/privacy-policy/
Kajabi Privacy Policy:Β https://www.kajabi.com/policies/privacyΒ 

e) Free Resources & Lead Magnets

Our free resources and digital products are delivered by email (Kit, Kajabi, or ThriveCart) or by automated direct message (ManyChat). Some are hosted on Notion pages or in ThriveCart, and some are linked to a PDF hosted on Google Drive or a video hosted on YouTube. When you open these resources, these providers (including Notion, ThriveCart, and Google/YouTube) may collect standard technical information (such as your IP address and browser information) according to their privacy policies. You do not need a Notion or Google account to access our resources; resources delivered through ThriveCart may require you to create a login to access them.

Kit Privacy Policy: https://kit.com/privacy
Kajabi Privacy Policy: https://www.kajabi.com/policies/privacy
Notion Privacy Policy: https://www.notion.com/trust/privacy-policy
Google Privacy Policy: https://policies.google.com/privacy
ThriveCart Privacy Policy: https://legal.thrivecart.com/platform/privacy/Β 

f) Affiliate Programs

We participate in the Amazon Associates Program and maintain an Amazon Influencer storefront. When you click on one of our Amazon Affiliate or Amazon Influencer links and make a purchase, Amazon may share certain transaction information with us so we can earn a commission. We do not receive your personal payment information or specific purchase details. We may also participate in other affiliate programs from time to time.

Amazon Privacy Notice:Β https://www.amazon.com/gp/help/customer/display.html?nodeId=GX7NJQ4ZB8MHFRNJΒ 

g) Analytics

We may use analytics tools, including those built into Kajabi, Kit, ThriveCart, and social media platforms, to gather information about content performance and audience engagement. These tools may collect data such as pages visited, emails opened, links clicked, and engagement metrics.

Google Privacy Policy: https://policies.google.com/privacy
TikTok Privacy Policy: https://www.tiktok.com/legal/privacy-policy
Instagram Privacy Policy: https://help.instagram.com/155833707900388
YouTube Privacy Policy: https://www.youtube.com/howyoutubeworks/our-commitments/protecting-user-data/
Facebook Privacy Policy: https://www.facebook.com/privacy/policy/
Kit Privacy Policy: https://kit.com/privacy
Kajabi Privacy Policy: https://www.kajabi.com/policies/privacy
ThriveCart Privacy Policy: https://legal.thrivecart.com/platform/privacy/Β 

h) Social Media Platforms

We maintain an active presence on the following social media platforms. When you interact with our content on these platforms, the respective platform collects data about your interactions according to their own privacy policies:

TikTok Privacy Policy: https://www.tiktok.com/legal/privacy-policy
Instagram Privacy Policy: https://help.instagram.com/155833707900388
YouTube Privacy Policy: https://www.youtube.com/howyoutubeworks/our-commitments/protecting-user-data/
Facebook Privacy Policy:Β https://www.facebook.com/privacy/policy/Β 

i) Direct Messaging Automation

We use ManyChat to automate direct message (DM) communication on Instagram, Facebook, and TikTok. When you comment on one of our posts, send us a DM, or trigger an automated flow (for example, by using a keyword to request a free resource), these platforms may process your message and social media username in order to respond and deliver the requested content. These platforms may store your username and message history according to their privacy policies. We do not receive your private personal information beyond what you share in the conversation.

If you share your first name or email address in a DM, ManyChat stores it and, when you request a resource by email, sends it to Kit to add you to our email list.Β 

Kit Privacy Policy: https://kit.com/privacy
ManyChat Privacy Policy:Β https://manychat.com/legal/privacyΒ 

j) Advertising and Marketing

We may use advertising tools from platforms such as TikTok, Instagram, Facebook (Meta), and Google to promote our content and products. This may involve:

  • Tracking pixels on our website, checkout pages (including ThriveCart), and content that collect data about your interactions
  • Server-side event sharing (such as the Meta Conversions API), where we send information about actions you take on our website or checkout pages β€” such as viewing content, adding items to a cart, initiating checkout, making a purchase, subscribing, starting a trial, completing a registration, or contacting us β€” directly to advertising platforms to measure ad performance and improve ad relevance
  • Sharing hashed data (such as email addresses) with advertising platforms for event matching and audience matching; hashing converts your information into a coded format before it is shared
  • Using retargeting features to show ads to people who have previously interacted with our content or website

These platforms process this data according to their own privacy policies. You can manage your ad preferences directly within each platform's settings.

Google Privacy Policy: https://policies.google.com/privacy
TikTok Privacy Policy: https://www.tiktok.com/legal/privacy-policy
Instagram Privacy Policy: https://help.instagram.com/155833707900388
Facebook Privacy Policy:Β https://www.facebook.com/privacy/policy/Β 

k) Business Operations

We use Google Workspace (Gmail and Google Drive) for internal business administration, including responding to customer inquiries, storing business records, and hosting certain free resources (such as PDFs linked in our content). We may also use Google Forms for contact forms. Information you send us via email or contact form may be stored within Gmail and Google Drive.

Google Privacy Policy:Β https://policies.google.com/privacyΒ 

l) Video Calling Platforms (Coaching)

For coaching sessions, we may use video calling platforms such as Zoom and/or Google Meet to conduct live sessions. When you join a coaching call, the platform may collect data such as your name, email address, device information, and session activity according to their own privacy policies. We do not record coaching sessions without your explicit consent.

Zoom Privacy Policy: https://zoom.us/privacy
Google Meet Privacy Policy:Β https://policies.google.com/privacyΒ 

m) Client Management & Infrastructure

We use client and lead management systems to organize our audience relationships, follow-ups, and communications. This system is hosted on secure cloud infrastructure providers such as Claude, AirTable, Notion, and Vercel and/or Cloudflare, which process data according to their own privacy policies. We may also use Zapier to connect and automate data between the platforms we use (such as copying a new Kajabi subscriber or customer into Kit during our transition period).

Claude Privacy Policy: https://privacy.claude.com/en/
AirTable Privacy Policy: https://www.airtable.com/company/privacy
Vercel Privacy Policy: https://vercel.com/legal/privacy-policy
Cloudflare Privacy Policy: https://www.cloudflare.com/privacypolicy/
Zapier Privacy Policy: https://zapier.com/legal/data-privacy
Notion Privacy Policy:Β https://www.notion.com/trust/privacy-policyΒ 

n) Plan Ahead Christmas Hosting

Our Plan Ahead Christmas digital planner is hosted on Vercel. Vercel processes standard technical data (such as IP address and browser information) to deliver the page. See the "Plan Ahead Christmas Digital Planner" section for details.

Vercel Privacy Policy: https://vercel.com/legal/privacy-policy

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8. TESTIMONIALS AND USER-GENERATED CONTENT

When you provide feedback, comments, reviews, or other user-generated content about our content or products, you grant Plan Ahead Mom permission to use this content in our marketing and promotional materials. This may include:

  • Displaying your testimonials on our website or social media
  • Sharing screenshots of your public comments from TikTok, Instagram, YouTube, or Facebook
  • Sharing screenshots of feedback you send us privately, such as direct messages, emails, or survey responses
  • Featuring your feedback in email marketing campaigns

When using your testimonials or user-generated content, we may include your first name and last initial, your social media username or handle (if publicly shared), or screenshots of your public comments or posts.

Public comments made on public social media platforms may be shared as they are publicly visible. If you do not wish for your comments or testimonials to be used in our marketing materials, or if you would like existing content removed, please contact us at [email protected].Β 

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9. THIRD-PARTY LINKS

Our content and social media profiles may contain links to third-party websites, affiliate storefronts, and other external platforms. Clicking on those links may allow those third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy practices. When you leave our content or click an external link, we encourage you to read the privacy policy of every website you visit.

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10. SENSITIVE DATA

We do not collect any sensitive personal data about you. Sensitive data includes details such as your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, health information, or genetic and biometric data. We also do not collect any information about criminal convictions or offences.

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11. DATA SHARING AND DISCLOSURE

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:

  • With Kit for email marketing, free resource delivery, and subscriber management
  • With Kajabi for website hosting, lead magnet & course delivery, and (during our transition period) email marketing, digital product fulfillment, and checkout
  • With ThriveCart, Kajabi, Stripe and/or PayPal to process payments for products and programs
  • With ThriveCart to deliver free resources, digital products, and courses, and to send related emails
  • With Notion to host digital products and free resources
  • With Google Workspace (Gmail and Google Drive) for internal business communications and file storage
  • With affiliate programs (such as Amazon Influencers or Associates) to track commissions
  • With our cloud infrastructure providers (such as Vercel and/or Cloudflare), and/or Claude, AirTable, and Notion that host our internal client management systems
  • With Zapier to connect and automate workflows between the platforms we use
  • With ManyChat for automated direct message communication
  • When displaying testimonials and user-generated content in marketing materials (as outlined in Section 8)
  • When required by law or to protect our legal rights
  • In connection with a business transfer or acquisition
  • With your explicit consent

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12. YOUR RIGHTS AND CHOICES

General Rights

Depending on your location, you may 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 personal data (subject to certain limitations)
  • Portability: Request transfer of your data to another service
  • Objection: Object to certain types of data processing
  • Withdraw Consent: Withdraw consent for data processing where consent is the legal basis
  • Testimonial Removal: Request removal of your testimonials or user-generated content from our marketing materials

Plan Ahead Christmas Digital Planner: The Plan Ahead Christmas Digital Planner data is stored only on your device, so we don't have a copy to access or delete. You can delete it anytime using "Start a new plan" or by clearing your browser data.

California Residents (CCPA/CPRA Rights)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

  • Right to Know: Request information about the categories and specific pieces of personal information we collect, use, disclose, and share
  • Right to Delete: Request deletion of your personal information (subject to certain exceptions)
  • Right to Correct: Request correction of inaccurate personal information
  • Right to Opt-Out: Opt-out of the sharing of your personal information for targeted advertising
  • Right to Non-Discrimination: You will not receive discriminatory treatment for exercising your privacy rights

Important: We do not "sell" personal information in the traditional sense, but we may "share" information with advertising partners (such as TikTok, Instagram, Facebook, and Google) for targeted advertising purposes, which may be considered a "sale" under CCPA definitions. California residents can opt-out of this sharing by contacting us at [email protected].Β 

European Union/EEA Residents (GDPR Rights)

If you are located in the European Union or European Economic Area, you have additional rights under the General Data Protection Regulation (GDPR):

  • Lawful Basis: We process your data based on legitimate interests, contract performance, or consent
  • Right to Object: Object to processing based on legitimate interests
  • Right to Lodge a Complaint: If you are not satisfied with how we handle your personal data, you have the right to lodge a complaint with the data protection authority in your country of residence. We would appreciate the opportunity to address your concerns first β€” please contact us at [email protected].Β 

Email Communications

You can unsubscribe from our marketing emails at any time by clicking the unsubscribe link in any of our emails, or by contacting us directly at [email protected].Β 

During our transition period, if you unsubscribe from emails sent through one platform, we will also remove you from our list on the other platform.

Direct Messages

You can stop automated direct messages at any time by messaging us to ask, or by contacting us at [email protected]. You can also ask us to delete your ManyChat contact record.

How to Exercise Your Rights

To exercise any of these rights, please contact us at [email protected]. We will respond to your request within the timeframes required by applicable law (typically 30 days for GDPR requests and 45 days for CCPA requests).

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13. COOKIES AND TRACKING TECHNOLOGIES

Our website and the third-party platforms we use may employ cookies and similar tracking technologies to:

  • Remember your preferences and settings
  • Analyze website traffic and usage patterns
  • Deliver personalized content and advertisements
  • Track affiliate link clicks and conversions
  • Track email opens and link clicks
  • Enable social media features and advertising pixels (TikTok, Instagram, Facebook, Google)

You can control cookie settings through your browser preferences. Kajabi manages cookie functionality on our website in accordance with their privacy policy. Kit (on our sign-up forms and in our emails), ThriveCart (on our checkout, product, and course pages), and Notion (on our resource and product pages) may also use cookies or similar technologies according to their own privacy policies. We also utilize CookieYes to employ cookies. However, disabling certain cookies may affect functionality and your ability to access certain content or make purchases.

Kajabi Privacy Policy: https://www.kajabi.com/policies/privacy
Kit Privacy Policy: https://kit.com/privacy
ThriveCart Privacy Policy: https://legal.thrivecart.com/platform/privacy/
Notion Privacy Policy: https://www.notion.com/trust/privacy-policy
CookieYes Privacy Policy: https://www.cookieyes.com/privacy-policy/

The Plan Ahead Christmas Digital Planner does not currently use cookies or tracking technologies. It uses your browser's storage only to save your plan on your device.

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14. CHILDREN'S PRIVACY

We do not knowingly collect personal information from children under 18. If you believe we have inadvertently collected information from a child under 18, please contact us immediately at [email protected] so we can delete such information.

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15. INTERNATIONAL DATA TRANSFERS AND LEGAL BASIS

International Transfers

If you are located outside of the United States, please be aware that your information may be transferred to, stored, and processed in the United States and other countries where our service providers (including Kajabi, Stripe, PayPal, Google, Vercel, Cloudflare, Zapier, AirTable, Claude, ManyChat, Notion, Thrivecart, Kit, and social media platforms) operate. By using our services, you consent to this transfer.Β 

Legal Basis for Processing (GDPR)

We process your personal data based on the following legal grounds:

  • Consent: When you opt in to our email list or request a free resource
  • Contract Performance: When you purchase a product or program
  • Legitimate Interests: To improve our content, prevent fraud, conduct marketing, and manage affiliate relationships
  • Legal Obligation: To comply with applicable laws and regulations

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16. DATA RETENTION

We retain your personal data only as long as necessary to fulfill the purposes outlined in this policy or as required by law. Specific retention periods include:

  • Email Subscriber Information: Retained while you are subscribed, and for up to 2 years of inactivity before deletion
  • Marketing Communications Records: Until you unsubscribe or for 2 years of inactivity
  • Purchase & Transaction Records: Retained for up to 7 years for tax and accounting purposes
  • Affiliate Transaction Data: Retained for up to 7 years for tax and commission tracking purposes
  • Lead & Client Management Records: Retained while we have an active relationship with you, and for up to 3 years of inactivity before deletion or anonymization
  • Support Communications: Retained for 3 years after resolution
  • Testimonials and User-Generated Content: Retained indefinitely unless you request removal
  • Website Analytics: Anonymized after 26 months (Google Analytics default)
  • Email Confirmation (Consent) Records: Retained while you are subscribed and for as long as needed to show your consent
  • Platform Transition: When we stop using Kajabi, we will move active subscriber and customer records to Kit and ThriveCart and close our Kajabi account. Data remaining in Kajabi will be deleted according to Kajabi’s own retention practices.

EU/EEA and California residents may request deletion of their personal data at any time, subject to certain legal exceptions. When we no longer need your personal data, we will securely delete or anonymize it.

Plan Ahead Christmas Digital Planner Data: The digital version of Plan Ahead Christmas is stored only on your device until you delete it or clear your browser data. We do not retain it.

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17. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy periodically to reflect changes in our practices, new platforms or services we use, or applicable laws. We will notify you of any material changes by:

  • Posting the updated policy on our website
  • Updating the "Last Updated" date at the top of this policy
  • Sending an email notification for significant changes (if you have provided your email address)

Your continued use of our services after any changes constitutes acceptance of the updated policy.

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18. CONTACT INFORMATION

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Email: [email protected]Β 

For specific requests, please use the following subject lines:

  • California Privacy Request β€” for CCPA requests
  • GDPR Request β€” for EU/EEA privacy requests
  • Testimonial Removal Request β€” to remove your content from our marketing materials
  • Privacy Request β€” for all other privacy inquiries

Response Times

  • General inquiries: Within 10 business days
  • GDPR requests: Within 30 days (may be extended to 60 days for complex requests)
  • CCPA requests: Within 45 days (may be extended to 90 days for complex requests)
  • Testimonial removal requests: Within 10 business days

To protect your privacy, we may need to verify your identity before responding to certain requests.

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This Privacy Policy is effective as of April 22, 2026 and applies to all information collected by Plan Ahead Mom / Moms Making Memories LLC.