Privacy & Cookie Policy

When you submit our intake form or interact with our website, we collect the following types of information:

• Contact Information: Name, email address, phone number (if provided)
• Business Information: Company name, number of locations, years in operation, business type
• Operational Context: Operational challenges, team size, timeline, additional details you provide
• Usage Data: Pages visited, time spent, browser type, IP address (via analytics)
• Technical Data: Device type, operating system, referral source

We collect this information through form submissions, cookies, and analytics tracking. See the Cookie Policy section below for details on tracking technologies.

We use the information we collect for the following purposes:

• Service Delivery: To assess your operational needs and determine fit for our services
• Communication: To contact you regarding your intake submission and schedule discovery calls
• Analytics: To understand how visitors use our website and improve user experience
• Legal Compliance: To comply with applicable laws and regulations
• Business Operations: To maintain records, process transactions, and manage client relationships
• Marketing: To send you information about our services (only with your consent)

Under the California Consumer Privacy Act (CCPA) and similar state privacy laws, you have the right to opt out of the sale or sharing of your personal information.

We do not sell your personal information to third parties. We only share information with service providers who assist us in operating our website and conducting our business, and only under strict confidentiality agreements.

GDPR Rights (EU Residents):

• Right to access your personal data
• Right to rectification of inaccurate data
• Right to erasure (“right to be forgotten”)
• Right to restrict processing
• Right to data portability
• Right to object to processing
• Right to withdraw consent at any time

CCPA Rights (California Residents):

• Right to know what personal information is collected
• Right to know whether personal information is sold or disclosed
• Right to opt out of the sale or sharing of personal information
• Right to delete personal information collected
• Right to correct inaccurate personal information
• Right to non-discrimination for exercising CCPA rights

We retain your personal information only as long as necessary to provide our services and comply with legal obligations.

• Intake Form Data: Retained for the duration of your engagement with us, plus 2 years for legal and business continuity purposes
• Consent Records: Stored in your browser's localStorage until you clear your cookies or withdraw consent
• Analytics Data: Typically retained for 24 months
• Email Communications: Retained for 1 year unless required longer by law

Cookies are small text files stored on your device when you visit a website. They help websites remember information about your visit, such as your preferences and login status. Cookies can be “session cookies” (deleted when you close your browser) or “persistent cookies” (stored for a longer period).

We use four categories of cookies: Necessary (core functionality, security, and authentication), Analytics (site usage and performance), Marketing (advertising), and Preferences (remembering your settings).

You can manage your cookie preferences in two ways:

Browser Settings

• Chrome: Settings → Privacy and security → Cookies and other site data
• Firefox: Preferences → Privacy & Security → Cookies and Site Data
• Safari: Preferences → Privacy → Cookies and website data
• Edge: Settings → Privacy, search, and services → Clear browsing data

Note: Disabling necessary cookies may affect the functionality of our website. Analytics and marketing cookies can be disabled without impacting core features.