Privacy Policy

This Privacy Policy explains how [Legal entity name], doing business as Plain Sight Advisors (“Plain Sight Advisors,” “we,” “us,” or “our”), collects, uses, and shares personal information when you visit [website URL] (the “Site”), contact us, book a conversation, or request a SoftS Quick Start (together, the “Services”). If you do not agree with this Policy, please do not use the Site. Questions? Contact us at [email address].

Summary

• What we collect: the contact and organization details you give us when you reach out, plus basic technical data about how you use the Site.
• Why: to respond to you, schedule conversations, run and improve the Site, and keep it secure.
• Sharing: we do not sell your personal information. We share it only with service providers who help us run the Site and our business, and where the law requires.
• Sensitive information: please do not send it to us through the Site.
• Your choices: you can ask to access, correct, or delete your information, and opt out of marketing emails at any time.

1. Information We Collect

Information you give us

When you fill out a form, book a call, email us, or otherwise contact us, you may give us:

• your name, job title, and organization;
• your email address, phone number, and mailing address;
• the type of organization you lead (for example, public agency, healthcare, or company); and
• anything you choose to tell us in a message, such as the challenges you are facing.

All information you give us should be accurate and current. Please do not send sensitive information through the Site. This includes protected health information, personnel or employee records, government ID numbers, financial account details, or personal data about other individuals. We do not need it to start a conversation, and we do not intend to collect it through the Site.

Information collected automatically

When you visit the Site, we and our service providers automatically collect certain technical information, such as:

• your IP address, browser type, device type, and operating system;
• the pages you view, links you click, time spent, and referring website; and
• your approximate location, based on your IP address.

We use this information to keep the Site secure and working properly, and to understand how it is used so we can improve it.

Cookies and similar technologies

We use cookies and similar technologies, such as pixels and tags, to make the Site work and [to measure traffic using [analytics provider, e.g., Google Analytics]]. You can control cookies through your browser settings. Blocking some cookies may affect how parts of the Site work. [Describe any cookie banner or preference tool here, or link to your Cookie Notice.]

Information from other sources

We may receive business contact information about you from publicly available sources, professional networks, referrals, or colleagues who suggest we connect, in order to respond to your inquiry or reach out about our work.

Information from client engagements

If your organization hires us, we will handle information collected during that work (such as workshop input and process maps) under the written agreement with your organization, which will control over this Policy for that information.

2. How We Use Your Information

We use personal information to:

• respond to your inquiries and schedule or hold conversations;
• provide information about our services, including the SoftS Quick Start;
• send you updates, resources, or follow-up messages you have asked for or that are relevant to your inquiry, with an easy way to opt out;
• operate, secure, and improve the Site and our services;
• understand how visitors use the Site;
• prevent fraud and abuse, and enforce our Terms of Service; and
• comply with legal obligations and protect our legal rights.

If you are located in the European Economic Area (EEA), United Kingdom (UK), or Switzerland, our legal bases are described in Section 10.

3. How We Share Information

We do not sell your personal information, and we do not share it for cross-context behavioral advertising. We may share it with:

• Service providers that help us run the Site and our business, such as website hosting [hosting provider], scheduling and video-conferencing tools [scheduling tool], email and communication tools [email/CRM tool], and analytics [analytics provider]. They may use the information only to provide services to us.
• Collaborative Commons and our practitioners, where needed to respond to your inquiry or staff an engagement you ask about.
• Professional advisers, such as lawyers, accountants, and insurers, under duties of confidentiality.
• Authorities and other parties when we believe disclosure is required by law, subpoena, or legal process, or is needed to protect rights, safety, or property.
• A successor, in connection with a merger, sale of assets, financing, or acquisition of all or part of our business.

We may also share information with your consent or at your direction.

4. Third-Party Websites and Tools

The Site may link to or embed third-party websites and tools, such as scheduling or video services. We do not control them and are not responsible for their content or privacy practices. Their handling of your information is covered by their own policies, which we encourage you to read.

5. Where Your Information Is Stored

The Site is operated from the United States, and your information may be stored and processed in the United States and in other countries where our service providers operate. If you access the Site from outside the United States, you understand that your information will be transferred to and processed in the United States, which may have different data protection laws than your country. Where required, we use appropriate safeguards for such transfers.

6. How Long We Keep Information

We keep personal information only as long as needed for the purposes in this Policy, such as responding to your inquiry and maintaining business records, unless a longer period is required or permitted by law. Inquiry and contact information is generally kept for [period, e.g., 24 months] after our last interaction. When we no longer need information, we delete or de-identify it, or, if that is not possible (for example, it sits in a backup), we securely store it until deletion is possible.

7. How We Protect Information

We use reasonable technical and organizational measures designed to protect personal information. However, no website or electronic transmission is completely secure, so we cannot guarantee that unauthorized parties will never defeat our safeguards. Please use the Site from a secure environment and avoid sending sensitive information through it.

8. Children’s Privacy

The Site is intended for business and professional visitors and is not directed to anyone under 18. We do not knowingly collect personal information from children. If you believe a child has given us personal information, please contact us at [email address] and we will delete it promptly.

9. Your Privacy Rights and Choices

Marketing emails. You can unsubscribe at any time using the link in our emails or by contacting us. We may still send you messages about an ongoing inquiry or engagement. Cookies. You can manage cookies through your browser settings, and opt out of interest-based advertising at aboutads.info/choices if applicable. Do Not Track. Browsers and devices may offer a “Do Not Track” setting. There is no uniform standard for these signals, so we do not currently respond to them. [If you honor Global Privacy Control signals, say so here.] Access, correction, and deletion. Depending on where you live, you may have the right to ask whether we process your personal information, and to request access to it, correction, deletion, or a copy. To make a request, email [email address]. We may need to verify your identity first, and we may decline requests where the law allows or requires. You can also use an authorized agent, and we may ask for proof of their authority. Withdrawing consent. Where we rely on your consent, you may withdraw it at any time. This does not affect processing that took place before you withdrew it. We will not discriminate against you for exercising your rights.

10. Rights for Visitors in the EEA, UK, and Switzerland

If you are in the EEA, UK, or Switzerland, we process your personal information on these legal bases:

• Legitimate interests: to respond to inquiries, run and secure the Site, understand how it is used, and promote our services, where these interests are not overridden by your rights.
• Consent: where you have given it, for example for non-essential cookies or certain marketing, which you can withdraw at any time.
• Contract: where we need to act at your request before entering into an agreement with you.
• Legal obligation: where we must process information to comply with the law.

In addition to the rights above, you may object to or ask us to restrict processing, and request data portability where it applies. You also have the right to complain to your local data protection authority. For EEA and UK contacts, see edpb.europa.eu. For Switzerland, see edoeb.admin.ch.

11. Notice to California Residents

If you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA), as amended, and California’s “Shine the Light” law. Categories we collect. In the past 12 months, we have collected the following categories of personal information: identifiers (such as name, email address, phone number, and IP address); professional or employment-related information (such as job title and organization); internet or similar network activity (such as pages viewed and interactions with the Site); and approximate geolocation derived from your IP address. We do not intentionally collect sensitive personal information, biometric information, or education records through the Site. Why and with whom. We use and disclose these categories for the purposes and with the recipients described in Sections 2 and 3. No sale or sharing. We have not sold or shared personal information (as those terms are defined by the CCPA) in the past 12 months, and we do not knowingly sell or share the personal information of anyone under 16. Your rights. You may request to know the categories and specific pieces of personal information we have collected about you, to delete it, to correct it, and to be free from discrimination for exercising your rights. We will confirm receipt of your request and respond within the time the law allows, which is generally 45 days. To make a request, email [email address] or call [toll-free phone number, if required]. Shine the Light. California residents may ask once a year for information about the categories of personal information we disclosed to third parties for their direct marketing purposes in the prior calendar year. We do not disclose personal information for third-party direct marketing. To ask, contact us using the details below.

12. Changes to This Policy

We may update this Policy from time to time. We will change the “Last updated” date above, and if we make material changes we may also post a prominent notice on the Site or contact you directly. Please review this page periodically.

13. Contact Us

Questions, concerns, or requests about this Policy or your personal information? Contact us at:
Plain Sight Advisors
plainsightadvisors.com
scott@collaborativecommons.com