Legal
Privacy Policy
Effective date: January 1, 2025.
Information We Collect
We collect contact details, company information, project requirements, sales process details, usage analytics, and information you provide through forms, calls, documents, or shared sales systems.
How We Use Information
We use information to evaluate fit, respond to inquiries, deliver Revenue Proof Audits, build Proof-to-Close Sprint assets, provide fractional sales engineering support, improve services, and communicate about relevant offerings.
Client Materials
When you share sales decks, CRM exports, product materials, recordings, or buyer notes, we use those materials only to evaluate or deliver the requested engagement unless another use is agreed in writing.
Third-Party Services
We may use trusted vendors for hosting, analytics, scheduling, form submissions, document collaboration, and payment processing. These vendors receive only the information needed to provide their services.
Security
We use reasonable administrative, technical, and organizational safeguards to protect information. No system is perfectly secure, so clients should avoid submitting highly sensitive regulated data unless it is required and covered by a specific agreement.
Retention
We retain information for as long as needed to deliver services, maintain business records, comply with legal obligations, resolve disputes, and improve operations. We can delete or return client-provided materials upon reasonable request, subject to legal and backup retention requirements.
Your Choices
You can request access, correction, or deletion of personal information by contacting support@automateanalyzeinnovate.com. Marketing messages will include unsubscribe or opt-out instructions where required.
Changes
We may update this Privacy Policy as services and legal requirements evolve. Material updates will be reflected on this page.
For privacy questions, email support@automateanalyzeinnovate.com.