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Privacy Policy

Effective date: June 5, 2026

Last updated: June 5, 2026

Canonical URL: /privacy/


1. Introduction

Welcome to We’ll Do It LLC. We are committed to protecting your personal information and being transparent about what we do with it. This Privacy Policy explains how we collect, use, share, and protect your data when you use welldoit.solutions, our WooCommerce store, our marketplaces, our consulting and support services, and related WDI services. That includes access to Monocle and other WDI software when it is included in your plan.

Who we are. We’ll Do It LLC, 2321 E. University Dr., Phoenix, AZ 85034, United States. For most of the processing described here, we are the data controller.

When we are a processor. When we resell or set up technology on a client’s behalf, we may act as a data processor. In that case, our processing is governed by our agreement with the client (the controller).

Related documents: Terms & Conditions, Data Protection, Third-Party Processors.


2. Legal reasons we use your information

We process personal information only when we have a valid legal reason.

  • Contract. To deliver the services you purchase, manage your account, and process payments.
  • Legal obligation. Tax, accounting, and regulatory requirements (including PTIN and ETIN identifiers where applicable).
  • Legitimate interests. Security, fraud prevention, service improvement, and customer support, balanced against your rights.
  • Consent. Optional marketing, non-essential cookies, and similar choices you can withdraw at any time.

3. Information we collect

We collect information directly from you, automatically on our sites, and from partners.

Category Examples
Identifiers Name, email, phone, billing and shipping address, IP address, account username
Commercial Purchases, subscriptions, quotes, transaction history
Internet and device activity Pages viewed, referral URLs, cookies, analytics events
Professional Job title, company, industry (for consulting and B2B services)
Sensitive or high-risk SSN, EIN, TIN (for tax services only); payment card and bank data; delegated credentials for managed services

Delegated access data

When you give us logins or financial access so we can do the work you hired us for, we treat that as high-trust data. We store it encrypted, restrict access on a need-to-know basis, prefer OAuth or API tokens over raw passwords, use the access only for the contracted purpose, and delete it when the service ends.

Health information

We do not routinely process protected health information (PHI). If a project requires it, we will use a separate, HIPAA-aligned agreement first.


4. How we use information

Purpose Typical data Legal reason
Provide services and accounts Identifiers, commercial, professional, delegated access (where needed) Contract
Payments and fraud prevention Identifiers, commercial, financial, device data Contract; legitimate interests
Legal and regulatory compliance Identifiers, tax identifiers Legal obligation
Marketing (optional) Identifiers, activity Consent
Analytics and improvement Activity, cookies Consent (non-essential cookies); legitimate interests for server-side aggregates
Customer support Information you provide Legitimate interests

5. Sharing and third parties

We do not sell personal information. We share data with service providers who process it on our behalf under contract. See the Third-Party Processors appendix for the current list (payments, CRM, analytics, hosting, marketplace tools, and more).

We may also share information with:

  • Professional advisors (legal, accounting) under confidentiality.
  • Government or law enforcement when required by valid legal process.
  • A successor in a merger or acquisition (with notice where required).

Monocle and WDI software

Monocle (for example, monocle.welldoit.solutions) is a WDI-owned product suite. When your plan includes Monocle, we may sync account, order, and workplace-scoped data between WordPress/WooCommerce and Monocle through WDI plugins such as internal-wdi-monocle. Monocle data is processed under this policy and our Terms. Permissions are scoped to your active workplace memberships.


6. Cookies and similar technologies

We use cookies and similar technologies in the following categories.

For visitors in the EEA, UK, and California, non-essential cookies and trackers are blocked from loading until you give consent through our banner or a recognized global privacy signal.

Category Examples Purpose Consent
Strictly necessary Cart, checkout, account login session, and security checks (for example, bot-protection challenges) Operate the site and process transactions Not required
Analytics Google Analytics / Site Kit (_ga, _ga_*); HubSpot (hubspotutk, __hssc) Measure traffic and improve content Consent (opt-in)
Marketing Meta Pixel (_fbp, fr); TikTok Pixel; Kliken Meta tags; HubSpot marketing Measure ad campaigns and serve relevant ads Consent (opt-in)
Functional Affiliate or sales-agent referral attribution (ref_id); preference cookies Remember non-essential choices Context-dependent

A full per-vendor cookie list (name, purpose, provider, duration, and transfer destination) is available at /cookies/ and is linked from the cookie banner before consent.

Managing your choices. You can change your preferences at any time through Cookie Settings in the site footer. We honor Global Privacy Control (GPC) signals as a valid opt-out of sale and sharing under California law, and as a request to suppress non-essential storage and access under UK PECR.

California Your Privacy Choices. A persistent footer link labeled “Your Privacy Choices” with the CPPA-approved icon gives you a one-click way to opt out of sale and sharing and, where it applies, to limit the use of sensitive personal information.


7. Security, retention, and transfers

Security. We use a layered set of safeguards designed to keep your data confidential and intact.

  • Encryption in transit (TLS) for site, account, and form traffic.
  • Access controls that restrict systems to a need-to-know basis and require strong authentication for staff accounts.
  • Vendor due diligence before we grant a service provider access to personal data.
  • PCI DSS aligned payment handling through our payment processors (we do not store full card numbers on our own systems).
  • Edge protection through a content delivery network and web application firewall.
  • Application hardening, patching, and monitoring on our WordPress, WooCommerce, and Monocle environments.

We don’t publish the specific tools we use, because doing so would help attackers. We are happy to share our security overview under a non-disclosure agreement with enterprise clients on request.

Retention (summary).

  • Client and transaction records: up to 10 years where required for tax and accounting.
  • Analytics: up to 1 year.
  • Support inquiries: up to 6 months.
  • Marketing: until you unsubscribe (we retain a suppression list).

International transfers. We operate from the United States and may use service providers globally. For personal data transferred from the EEA or UK to the United States, we rely on:

  • (a) the EU–US Data Privacy Framework adequacy decision and its UK Extension where the recipient is actively self-certified to the Framework; or
  • (b) the EU Standard Contractual Clauses and the UK International Data Transfer Addendum, supplemented by a transfer-risk assessment, where no adequacy mechanism applies.

8. Your privacy rights

Depending on where you live, you may have rights to access, correct, delete, restrict, object, port your data, and withdraw consent. California residents may also opt out of sale and sharing and limit the use of sensitive personal information.

How to make a request. Email specialist@welldoit.solutions with the subject “Privacy Request”, or submit through the Your Privacy Choices link in our footer.

How long it takes. We aim to respond to California requests within 45 days (with one 45-day extension on notice). We respond to EEA and UK requests within one month (with up to two extra months on notice for complex requests), in each case as permitted by law. If a request involves data held by a partner processor, additional time may be needed and we will keep you informed.

How we verify you. Before we fulfill a request, we verify your identity using information already on file.

  • For requests to know the categories of personal information we collect, or to delete it, we require at least two matching data points.
  • For requests to know the specific pieces of personal information we hold, we require at least three matching pieces and a signed statement under penalty of perjury.
  • We do not require verification for opt-out, opt-in, or “limit the use of sensitive personal information” requests.

Authorized agents (California). California residents may use an authorized agent. We may require either (a) the agent’s signed written permission from you plus verification of your own identity, or (b) a valid power of attorney executed under California Probate Code §§ 4121–4130.

Quick contacts for California rights:

  • Do Not Sell or Share: specialist@welldoit.solutions
  • Limit the Use of Sensitive Personal Information: specialist@welldoit.solutions
  • One-click: the Your Privacy Choices link in our footer.

9. Notices for specific places

California (CCPA and CPRA)

The rights and notices above apply. We do not sell personal information in the traditional sense. We do not knowingly sell or share the personal information of consumers under 16.

EEA / UK / Canada

Controller: We’ll Do It LLC.

Contact: specialist@welldoit.solutions · 480-631-4324.

EEA and UK contact. If you are in the EEA or the UK, you may contact We’ll Do It LLC directly at specialist@welldoit.solutions or by mail at the address above.

Right to lodge a complaint.

  • UK users may complain to the Information Commissioner’s Office (ICO) at https://ico.org.uk/make-a-complaint/.
  • EEA users may complain to their local data protection authority. The full list is at https://edpb.europa.eu/about-edpb/about-edpb/members_en.

Mexico (LFPDPPP)

You may exercise ARCO rights (Access, Rectification, Cancellation, Opposition) through Section 8.


10. Children

Our services are not directed to children under 16, or to the lower age set by law where you live (no younger than 13). If we find out that a California user is between 13 and 15, we will not sell or share their personal information without their affirmative opt-in. For users under 13, we will not process personal information without verifiable parental consent under the methods recognized by California regulators.


11. Changes to this policy

We may update this policy from time to time. Material changes will be posted on this page with a new effective date and, where appropriate, emailed to registered customers.


12. Contact us

We’ll Do It LLC

2321 E. University Dr., Phoenix, AZ 85034, United States

Email: specialist@welldoit.solutions

General: mgmt@welldoit.solutions

For EU, UK, and Canada inquiries: specialist@welldoit.solutions · 480-631-4324

Appendix: Third-party processors

Controller: We’ll Do It LLC (Arizona, USA)

Last reviewed: 2026-06-05

We do not sell personal information. We share data with service providers who process it on our behalf under contract. “Providers” here include both WordPress and WooCommerce plugins and vendors connected to your account through a Monocle workplace integration.

Tier 1: customer data, payments, and marketing

Service Purpose Data categories Privacy policy
Stripe Card payments; WCFM vendor Connect payouts Payment identifiers, transaction metadata, contact info https://stripe.com/privacy
Intuit QuickBooks Payments Payment processing (QBMS gateway) Payment and billing data https://www.intuit.com/privacy/
PayPal Sales-agent and vendor payout credentials PayPal account email, payout metadata https://www.paypal.com/us/webapps/mpp/ua/privacy-full
HubSpot (Leadin + HubSpot for WooCommerce) CRM, forms, chat, meetings, order/customer sync Contact info, order history, communications https://legal.hubspot.com/privacy-policy
Google (Site Kit, Listings & Ads) Analytics, Search Console, Merchant Center / ads Usage data, device identifiers, commerce events https://policies.google.com/privacy
Meta (Facebook for WooCommerce, Kliken pixel) Catalog sync, conversion tracking Commerce events, device identifiers https://www.facebook.com/privacy/policy/
TikTok for Business Advertising / event pixels Usage and commerce events https://www.tiktok.com/legal/privacy-policy
Cloudflare CDN, web application firewall, and bot protection IP address, request metadata https://www.cloudflare.com/privacypolicy/
Twilio WooCommerce SMS order notifications Phone number, order status messages https://www.twilio.com/legal/privacy
RingCentral Business phone, SMS, IVR, and call routing Caller phone number, call/SMS metadata, voicemail recordings https://www.ringcentral.com/legal/privacy-notice.html
GoDaddy (Reseller Store) Hosting/domain reseller provisioning Account and domain registration data https://www.godaddy.com/legal/agreements/privacy-policy
Nextend Social Login OAuth social sign-in Profile data from connected providers https://nextendweb.com/privacy-policy/
AutomateWoo Marketing automation, cart recovery Email, order and cart activity https://woocommerce.com/document/automatewoo-privacy/
Push Lap Growth Affiliate tracking Referral cookies, order attribution Vendor documentation maintained on file at WDI
Metricool Social scheduling / analytics Connected social account metadata https://metricool.com/privacy-policy/
Yext AI Search On-site search Search queries, session data https://www.yext.com/privacy-policy
MyWorks QuickBooks sync Accounting sync (customers, orders, payments) Financial and customer records https://myworks.software/privacy-policy/
WP Mail SMTP Outbound email delivery Email addresses, message content (routed to configured provider) Provider-specific (e.g. SendGrid, Google)
WCFM (WC Frontend Manager / Marketplace) Multi-vendor marketplace operations Vendor profiles, store and order data Plugin vendor terms; vendors are separate controllers for their sales

Tier 1b: Monocle workplace integrations

When your plan includes Monocle, additional third-party services may receive your data only when you connect them to your Monocle workplace through Settings → Integrations. Each connection is scoped to the workplace it was authorized in, and credentials are stored encrypted under the canonical vendor_integration_catalog / workplace_vendor_connections / connector_credentials pattern. Disconnecting an integration revokes Monocle’s access and stops further data exchange.

Integration Purpose Data categories Privacy policy
Google Workspace Gmail, Calendar, Drive, Docs sync (per-workplace OAuth) Email subjects, calendar events, file metadata as authorized https://policies.google.com/privacy
Microsoft 365 Outlook mail, Calendar, OneDrive, Teams sync Email/calendar metadata, file metadata as authorized https://privacy.microsoft.com/privacystatement
HubSpot CRM Contacts, deals, tickets sync to Monocle workplace CRM records, communications metadata https://legal.hubspot.com/privacy-policy
Salesforce Accounts, opportunities, tasks sync CRM records, user identifiers https://www.salesforce.com/company/privacy/
Stripe Connected-account billing, marketplace payouts, invoicing surfaces Payment identifiers, transaction metadata, payout details https://stripe.com/privacy
QuickBooks Online Accounting sync (customers, invoices, journal entries) Financial and customer records https://www.intuit.com/privacy/
Slack Channel messages, files, and notifications routed to workplace Message content, channel metadata, user identifiers https://slack.com/trust/privacy/privacy-policy
Zoom Meeting metadata, recordings, transcripts surfaced in workplace Meeting metadata, recording artifacts as authorized https://www.zoom.com/en/trust/privacy/
ClickUp Tasks, lists, comments mirrored in Monocle Task metadata, comments, attachments as authorized https://clickup.com/terms/privacy-policy
Linear / Jira Issue tracking sync Issue metadata, comments, status https://linear.app/privacy · https://www.atlassian.com/legal/privacy-policy
Notion / Confluence Workspace pages, comments, and database content Page content, comments, file references as authorized https://www.notion.com/privacy · https://www.atlassian.com/legal/privacy-policy
Asana Tasks, projects, comments Task metadata, comments, user identifiers https://www.asana.com/terms#privacy-policy
HubSpot Marketing Campaign analytics, asset metrics, contact attribution Campaign engagement and contact metadata https://legal.hubspot.com/privacy-policy
DocuSign Contract signature workflows Document content, signer identifiers, audit trail https://www.docusign.com/trust/privacy
Figma Design files, comments, code-connect mappings File metadata and comments as authorized https://www.figma.com/legal/privacy-policy/
GitHub Repository metadata, issues, PRs, deployments Repo metadata, issue/PR content, identities https://docs.github.com/en/site-policy/privacy-policies/github-general-privacy-statement
Datadog / PagerDuty Logs, traces, alerts, on-call schedules surfaced to Monocle Telemetry metadata, alert payloads https://www.datadoghq.com/legal/privacy/ · https://www.pagerduty.com/privacy-policy/
BigQuery / Supabase Data-warehouse and DB integrations Schema and row-level data as authorized https://cloud.google.com/terms/cloud-privacy-notice · https://supabase.com/privacy
Apollo / Outreach / Clay Sales prospecting and outreach orchestration Prospect contact info, engagement metrics https://www.apollo.io/privacy-policy · https://www.outreach.io/legal/privacy · https://www.clay.com/legal/privacy-policy
Twilio (Monocle channel) Outbound SMS / voice from a Monocle workplace Phone numbers, message content, call metadata https://www.twilio.com/legal/privacy
Other Additional vendors connected through the Monocle integration catalog As described at the connection screen at time of OAuth Vendor-specific; linked in your Monocle Settings → Integrations panel

Authorization model. Every Monocle integration is workplace-scoped and consent-gated. You see the exact scopes requested at OAuth time, you can review active connections in Settings → Integrations, and you can disconnect at any time. We store no plaintext credentials; tokens are encrypted at rest under the canonical Monocle connector-credentials pattern.

Tier 2: infrastructure

We use a hosting provider that hosts our WordPress, WooCommerce, and Monocle environments and retains standard server logs.

Service Purpose Privacy policy
GoDaddy (Managed WordPress) Platform hosting and server logs (the hosting provider is a sub-processor of any personal data we store) https://www.godaddy.com/legal/agreements/privacy-policy

We also use commercial caching, image optimization, comment spam filtering, login protection, and WordPress security hardening tools to operate the site. These tools run on our own infrastructure and do not have independent access to personal data outside the hosting environment. We do not publish the specific products or versions we use, because doing so would help attackers. Enterprise clients may request a security overview under a non-disclosure agreement.

Affiliated WDI services (not third-party processors)

Service Role
Monocle (monocle.welldoit.solutions) WDI-owned SaaS; workplace-scoped CRM/task data synced via internal-wdi-monocle bridge when included in your plan
WDI custom plugins (internal-wdi-monocle, customer-monocle-connector) WDI-owned; extend WordPress/WooCommerce to Monocle under the same controller

For Monocle-specific processing, see Section: Monocle and WDI software in the Privacy Policy.

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