Privacy Policy

Information We Collect

Information you provide

We may collect information that you submit through our website, forms, scheduling tools, or communications, including:

• Full name, company name, company website, work email address, and phone number
• Primary market, current CRM, and approximate fresh inbound lead volume
• Scheduling information and audit permission selections
• Messages and other information you choose to provide

Response Audit information

When an authorized company representative requests an audit, we may collect publicly available business information and information about the company’s response process. This may include inquiry details, timestamps, calls, texts, emails, screenshots, and notes generated during the audit.

Information collected automatically

When you use the website, we and our service providers may automatically collect your IP address, browser and device type, referring page, pages viewed, visit dates and times, and website interactions. Cookies and similar technologies may collect this information.

How We Use Information

We may use information to:

• Respond to your request and prepare and deliver a Response Audit
• Schedule and manage calls and communicate about your audit or inquiry
• Determine whether our services may fit your company
• Operate, maintain, secure, and improve the website, forms, and CRM
• Prevent fraud, abuse, and security incidents
• Maintain business and legal records, comply with law, and enforce our Terms of Service

How We Disclose Information

We may disclose information to:

• Website hosting, form, CRM, scheduling, email, telephone, analytics, and security providers that help us operate the business
• Professional advisers, including attorneys, accountants, and insurers
• Government authorities or other parties when required by law or reasonably necessary to protect rights, safety, and property
• A buyer, successor, or adviser involved in a proposed or completed business transaction
• Other parties when you direct us or give permission

Our website, forms, and CRM are currently supported by HighLevel and LeadConnector.

We do not sell personal information for money. We do not provide Response Audit form submissions to unrelated businesses for their own direct marketing.

Cookies and Similar Technologies

We and our service providers may use cookies and similar technologies to operate the website, protect security, remember settings, and understand website use. You can control cookies through your browser settings. Blocking cookies may prevent some website features from working properly.

We do not currently use information submitted through the Response Audit form for targeted advertising.

Calls and Emails

When you submit a form, we may call or email you about your requested Response Audit and related services using the contact information you provided.

You may ask us to stop calling, use an unsubscribe option when provided, or contact us directly. We will honor valid opt-out requests as required by law.

Data Retention and Security

Retention

We retain information only for as long as reasonably necessary for the purposes described in this Policy. Retention may depend on the nature of the request, an ongoing business relationship, legal and accounting requirements, dispute resolution, fraud prevention, and enforcement of agreements.

Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information. No internet transmission or storage system can be guaranteed to be completely secure.

Your Privacy Choices

Depending on where you live and subject to applicable exceptions, you may have the right to request access to, correction of, deletion of, or a copy of personal information we maintain about you. You may also have the right to appeal a denied request.

To submit a request, email [email protected] with the subject line “Privacy Request.” We may need to verify your identity and authority. If applicable law gives you an appeal right, use the subject line “Privacy Appeal.”

Children’s Privacy

The website and Response Audit are intended for business representatives and are not directed to children under 13. We do not knowingly collect personal information from children under 13.

Third-Party Links

The website may link to third-party websites or services. Their privacy practices are governed by their own policies, not this Privacy Policy.

Changes to This Policy

We may update this Privacy Policy when our practices, services, or legal obligations change. The revised policy will be posted on this page with a new Last Updated date.

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