Privacy Policy
Last updated: November 16, 2025
This Privacy Policy explains how Lee’s Vault, LLC (“Lee’s Vault,” “we,” “us,” or “our”) collects, uses, discloses, and protects personal information when you visit leesvaultllc.com (the “Site”), contact us, or use our CRM-related consulting and implementation services (the “Services”).
Our Services focus on four main areas:
Customer journey mapping & optimization
CRM system implementation & management
Customer retention & loyalty programs
Customer feedback and insights
We are committed to protecting your privacy and handling your personal information responsibly and in compliance with applicable U.S. and Illinois laws.
By using our Site or Services, you agree to the collection and use of information in accordance with this Privacy Policy.
1. Who We Are
Lee’s Vault, LLC
Website: leesvaultllc.com
Jurisdiction: United States of America, State of Illinois
Lee’s Vault provides CRM strategy, consulting, implementation, and analytics services to business clients. In many cases, our clients are the “data controllers” or “businesses” with respect to their customer data, and Lee’s Vault acts as a “service provider” or “processor” on their behalf under applicable laws.
2. Information We Collect
We may collect personal information directly from you, automatically when you use our Site, and from third parties (often our clients or their systems).
2.1 Information You Provide to Us
When you interact with us (e.g., by filling out a contact form, scheduling a consultation, signing a proposal, or communicating with us), we may collect:
Contact Information:
Name
Business name
Job title/role
Email address
Phone number
Mailing or billing address
Business & Project Information:
Details about your business (e.g., industry, company size)
Information about your CRM systems and tools
Services you are interested in or have contracted us for
Information provided in discovery calls, meetings, or SOWs
Account & Communication Information (if applicable):
Login credentials (if we provide portals or tools)
Communications with us (emails, messages, feedback, support requests)
Payment & Billing Information:
Limited payment-related data, such as invoicing details, tax IDs, and transaction history.
If online payments are used, payment card data is typically processed by third-party payment processors, not stored by Lee’s Vault directly.
2.2 Information We Process on Behalf of Our Clients
As part of our CRM and analytics Services, we may access or process data that belongs to our clients. This can include:
Customer or contact records
CRM data (e.g., interactions, opportunities, support tickets)
Marketing and campaign data
Loyalty or rewards program data
Feedback and survey responses
Behavioral or transactional data from integrated systems
In these cases, our client is responsible for ensuring that the data is collected lawfully and that they have appropriate rights and consents to share it with us. We use such data solely to provide Services to the client, in accordance with our contracts and this Privacy Policy.
2.3 Information Collected Automatically
When you visit our Site, we may automatically collect:
Device & Usage Information:
IP address
Browser type and version
Operating system
Referring URL and exit pages
Pages viewed and the dates/times of access
Clickstream data and other usage patterns
Cookies & Similar Technologies:
We may use cookies, web beacons, pixels, and similar technologies to:Remember your preferences
Analyze Site traffic and usage
Improve Site performance and user experience
Support basic marketing and analytics
You can manage cookie preferences through your browser settings, but some features of the Site may not function properly if you disable cookies.
2.4 Information from Third Parties
We may receive information from:
Our clients who engage us for CRM-related Services
Third-party CRM, marketing, or analytics platforms integrated with our work
Publicly available sources (e.g., business websites, LinkedIn, company directories)
3. How We Use Your Information
We use the information we collect for the following purposes:
3.1 To Provide and Improve Our Services
Deliver our four core service series:
Customer journey mapping & optimization
CRM system implementation & management
Customer retention & loyalty programs
Customer feedback and insights
Configure, integrate, and manage CRM systems
Analyze data and provide reports, dashboards, and strategic recommendations
Design and optimize customer journeys and loyalty programs
Implement customer feedback collection mechanisms and insights
3.2 To Communicate with You
Respond to inquiries and requests
Schedule and conduct consultations, meetings, and workshops
Send service-related updates, administrative messages, and notices
Provide proposals, SOWs, contracts, and invoices
3.3 To Operate and Improve Our Site
Monitor and analyze Site usage and performance
Maintain security and prevent fraud or abuse
Diagnose and fix technical issues
Enhance Site functionality, design, and content
3.4 For Marketing & Business Development
Send you information about our Services, resources, or events that may interest you (in accordance with applicable law)
Personalize marketing communications based on your interactions with us
Create aggregated, anonymized insights about trends and usage
You can opt out of marketing emails by clicking the unsubscribe link in our emails or contacting us directly.
3.5 Legal & Compliance Purposes
Comply with legal obligations and enforce our terms and agreements
Respond to lawful requests from government or regulatory authorities
Protect our rights, property, and safety or that of our clients and users
4. Legal Bases for Processing (U.S. & Illinois Focus)
While U.S. and Illinois privacy laws do not always use the same terminology as some international laws, we generally process personal information:
With your consent (e.g., when you fill out forms or sign up for communications)
To perform a contract or take steps at your request before entering into a contract
To comply with legal obligations
For our legitimate business interests, such as improving our Site and Services, preventing fraud, and supporting business operations (balanced against your privacy rights)
If additional or different legal bases apply under specific state laws (e.g., CCPA/CPRA in California, other state privacy laws), we will comply with those requirements where applicable.
5. How We Share Information
We do not sell your personal information. We may share information as follows:
5.1 Service Providers & Vendors
We may share information with trusted third-party service providers who assist us in:
Hosting and maintaining our Site and systems
Providing CRM, analytics, and communication tools
Processing payments and invoices
Providing IT, security, and support services
Professional services such as legal, accounting, and consulting
These third parties may only use your information as necessary to perform services on our behalf and are bound by appropriate confidentiality and data protection obligations.
5.2 Clients (for Client Data)
When we process data on behalf of a client, we may share analysis, reports, or insights back with that client as part of our Services. The client’s own privacy policy will govern their use of such data.
5.3 Business Transfers
If Lee’s Vault is involved in a merger, acquisition, restructuring, or sale of assets, your information may be transferred as part of that transaction, subject to applicable law and any contractual protections.
5.4 Legal Requirements & Protection
We may disclose information if we believe in good faith that such disclosure is necessary to:
Comply with a legal obligation or lawful request
Protect and defend our rights or property
Prevent or investigate possible wrongdoing, fraud, or security issues
Protect the personal safety of our users, clients, or the public
6. Cookies & Tracking Technologies
We may use cookies and similar technologies to collect and store certain information when you use our Site.
Essential Cookies: Necessary for basic Site functionality and security.
Analytics Cookies: Help us understand Site usage, page views, and user interactions.
Preference Cookies: Remember your settings and preferences.
You can manage cookies via your browser settings. Note that disabling certain cookies may affect the functionality and performance of the Site.
Some third-party analytics tools we may use (for example, Google Analytics) have their own privacy policies and may offer opt-out mechanisms.
7. Data Security
We implement commercially reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, or disclosure.
However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.
If you believe that your interaction with us is no longer secure, please contact us immediately using the contact details below.
8. Data Retention
We retain personal information for as long as reasonably necessary to:
Provide our Services and operate our business
Fulfill the purposes outlined in this Privacy Policy
Comply with legal, tax, and regulatory requirements under U.S. and Illinois law
Resolve disputes and enforce our agreements
We may retain anonymized or aggregated information that does not identify you for longer periods for analytics, benchmarking, and business planning.
9. Your Privacy Rights (U.S. & Illinois)
Your rights may vary depending on your state of residence. As a resident (or customer) in the United States, and specifically in Illinois, you may have the following rights with respect to your personal information:
9.1 General Rights
In general, you may:
Access: Request access to the personal information we hold about you.
Correction: Request correction or updates to your personal information if it is inaccurate or incomplete.
Deletion: Request deletion of certain personal information, subject to legal and contractual obligations.
Restriction / Objection: Object to or request restriction of certain types of processing (particularly for marketing).
Opt-Out of Marketing: Opt out of receiving marketing communications from us at any time.
To exercise these rights, contact us using the details in Section 13. We may need to verify your identity before fulfilling your request.
9.2 State-Specific Rights (Including CCPA/CPRA-Like Rights)
If you are a resident of a U.S. state with a comprehensive privacy law (such as California, Colorado, Virginia, etc.), you may have additional rights, such as:
The right to know what categories of personal information we collect and how we use and disclose it
The right to request a copy of specific pieces of personal information (subject to verification)
The right to request deletion of certain personal information
The right to correct inaccurate personal information
The right to limit certain uses and disclosures of sensitive personal information (if applicable)
The right to opt out of “selling” or “sharing” personal information for cross-context behavioral advertising, as defined by law
Lee’s Vault does not sell personal information in the traditional sense, and we do not knowingly sell or share the personal information of minors under 16 years of age.
If applicable, we will provide any required state-specific disclosures and methods for exercising your rights (e.g., a dedicated email or web form) upon request.
10. Children’s Privacy
Our Site and Services are intended for business and professional users and are not directed to children under 13 years of age. We do not knowingly collect personal information from children under 13.
If we become aware that we have collected personal information from a child under 13 without verifiable parental consent, we will take steps to delete such information as required by law. If you believe we may have information from or about a child under 13, please contact us immediately.
11. International Users
Lee’s Vault, LLC is based in Illinois, United States, and our Site and Services are primarily intended for U.S.-based clients and users. If you access the Site or use the Services from outside the U.S., you acknowledge that your information may be transferred to, stored, and processed in the United States and other countries where our systems or service providers are located.
Data protection laws in these countries may differ from those in your jurisdiction, but we will take appropriate measures to protect your personal information in accordance with this Privacy Policy.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date at the top of this page and, where required by law, provide additional notice (such as by posting a notice on the Site or sending an email).
Your continued use of the Site or Services after the effective date of an updated Privacy Policy constitutes your acceptance of the changes.
13. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact:
Lee’s Vault, LLC
Website: leesvaultllc.com
Email: info.leesvault@gmail.com
Address: PO BOX 25, Pittsburg, TX 75686
Phone: (817) 776-7156
