Privacy Policy

Last updated: September 2026

1. Information we collect

When you submit a form or contact us, we may collect the information you provide, such as your name, business name, business email, phone number, trade, service area, approximate lead volume, and desired start date. When you browse the site, we may collect limited technical and usage data (such as pages viewed and general device information) to keep the site secure and working.

2. How we use information

• To respond to your request and prepare and schedule your Revenue Review.
• To communicate with you about your inquiry and our services.
• To operate, secure, maintain, and improve the website.
• To meet legal, accounting, and record-keeping requirements.

We do not sell your personal information.

3. Communications and consent

By submitting a form, you agree that Prime Desk may contact you about your request by email, phone, or text. Marketing communications, where offered, are optional and separate; you may opt out at any time. Any calls, SMS, email, and recording practices used in client services follow applicable law and client-approved consent workflows.

4. Service providers and processors

We use trusted third-party providers to operate our website, forms, scheduling, email, and customer-relationship tools. These providers process information on our behalf under agreements that require appropriate safeguards. Information may be processed in the United States.

5. Cookies and analytics

We load only necessary technologies by default. Where consent is legally or contractually required, non-essential tracking is blocked until valid consent is given, and a preference control is provided. Analytics, where used, are configured to be privacy-conscious.

6. Data retention

We keep personal information only as long as needed for the purposes described here or as required by law, after which it is deleted or de-identified.

7. Security

We use reasonable administrative, technical, and organizational measures — including encrypted connections (HTTPS), server-side validation, access controls, and least-privilege practices — to protect information. No method of transmission or storage is completely secure.

8. Your choices and rights

You may request access to, correction of, or deletion of your personal information, or ask to opt out of marketing, by contacting us using the details below. We will respond consistent with applicable law.

9. Children’s privacy

Our website and services are intended for businesses and are not directed to children under 13. We do not knowingly collect information from children.

10. Changes to this policy

We may update this Privacy Policy from time to time. Material changes will be reflected by the “Last updated” date above.