What information do we collect?
We collect information from you when you contact us, have a meeting with us, and use our forms to get in touch with us. When filling out contact information on our site, as appropriate, you may be asked to enter your: name, email address, mailing address, phone number, company, and title. You may, however, visit our site anonymously and we will collect only data you give us.
What do we use your information for?
Any of the information we collect from you may be used in one of the following ways:
- To personalize your experience (your information helps us to better respond to your individual needs)
- To improve our website (we continually strive to improve our website offerings based on the information and feedback we receive from you)
- To improve customer service (your information helps us to more effectively respond to your customer service requests and support needs)
- To get in contact with you
- To potentially send periodic newsletters, updates, and invitations to our events.
How do we collect the information?
- Voluntary: When you contact us via email, phone or website, or exchange contact details with us during meetings/networking, we collect your information and store it in our online contact management database.
- Opt-in: You can opt-in to be included on our mailing list through this link. The information we collect is stored in our online marketing automation database. You may receive emails that may include company news, updates, related product or service information, etc.
- Right to be forgotten: You can opt-out anytime. If you decide to opt-out to our mailing list, you can click the unsubscribe link from any of our email messages to you or let us know by email or phone and we will no longer contact you.
- Right to rectify: You can edit your data information by clicking on the Update link from any of our email messages to you or let us know by email or phone and we will no longer contact you.
- Right of access: You may contact us directly to request to access information that we hold about you.
How do we protect your information?
We implement a variety of process security measures to maintain the safety of your personal information. We only utilize applications with expert encryption and follow GDPR and local/regional data protection regulations. We use the following applications:
|Application||Use||Data||Length of Data Storage|
|Contact Management & Email Service||[N], [E], [P], [A], [W], [CI]||Forever unless data owner opts-out or requests deletion|
|Insightly||Contact Management & Email Service||[N], [E], [P], [A], [W], [CI]||Forever unless data owner opts-out or requests deletion|
|Mail Chimp||Marketing Automation||[N], [E], [P], [CI]||Forever unless data owner opts-out or requests deletion|
|PandaDoc||Document Automation||[N], [E], [P], [A], CI]||Forever unless data owner opts-out or requests deletion|
|Trusted Family||Club Portal||[N], [E], [P], [A], [W], [CI]||Forever unless data owner opts-out or requests deletion|
[N] Name, [E] Email, [P] Phone, [A] Address, [W] Websiete, [CI] Company Information
Do we disclose any information to outside parties?
Third party links:
We post third-party links for organizations whom we have mutual cooperation agreement. These third party sites have separate and independent privacy policies. We, therefore, have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.