Burgess Consulting, LLC ("we," "us," or "our") operates the website located at https://winwithburgess.com (the "Site") and provides consulting, diagnostic tools, assessments, and related services (collectively, the "Services").

We are committed to protecting your privacy and handling your personal information with care, transparency, and in compliance with applicable data protection laws, including the California Consumer Privacy Act (CCPA/CPRA), the General Data Protection Regulation (GDPR), and the Canadian Anti-Spam Legislation (CASL).

Please read this Privacy Policy carefully to understand how we collect, use, share, and protect your information. By using our Site or Services, you agree to the collection and use of information in accordance with this policy.

1. Information We Collect

We collect information that identifies, relates to, describes, or could reasonably be linked with you ("Personal Information"). The types of Personal Information we collect depend on how you interact with us:

• Contact Information: When you fill out our contact or intake forms, we collect your first name, last name, business email address, company name, and phone number (optional).
• Assessment & Quiz Data: When you complete our "AI + Automation Readiness Assessment" or other diagnostic tools, we collect your specific answers, computed scores, company size, primary ATS/CRM system, and your role.
• Communications Data: If you contact us directly via email, phone, or chat, we collect any information you choose to provide in those communications.
• Automatically Collected Technical Data: When you browse our Site, we automatically collect certain technical information via HubSpot and other tracking tools. This may include your IP address, browser type, operating system, referring URLs (including UTM tracking parameters), and information about your interactions with our Site.

2. How We Use Your Information

We use the Personal Information we collect for legitimate business purposes, including:

• Delivering Services & Results: To calculate, display, and email your customized "AI + Automation Readiness" score, diagnostic breakdown, and action plans.
• Responding to Inquiries: To contact you regarding consultation requests or messages submitted through our intake forms.
• Marketing Communications: If you have explicitly opted in, we may send you newsletters, AI workflow templates, industry benchmarks, and promotional updates. You can opt out of these emails at any time by clicking the "unsubscribe" link in any email we send.
• Analytics and Improvement: To analyze how visitors interact with our Site and interactive tools, allowing us to improve our user experience, troubleshoot technical issues, and optimize our services.
• Legal Compliance: To enforce our terms, comply with legal obligations, or defend against legal claims.

3. How We Share Your Information

We do not sell, rent, or lease your Personal Information to third parties.

We only share your information with trusted third-party service providers who assist us in operating our business and delivering our Services, including:

• HubSpot: Our customer relationship management (CRM) and marketing automation platform, used to securely store contact records and manage email communications.
• Base44 (or hosting providers): Secure infrastructure used to run and store the responses of our interactive assessment tools.
• Analytical Partners: Service providers (like Google Analytics) that help us understand web traffic and usage.

All such third parties are strictly prohibited from using your Personal Information except to provide these services to us, and they are required to maintain the confidentiality and security of your data.

4. Cookies and Tracking Technologies

We use cookies (small text files placed on your device) and similar tracking technologies (like web beacons and pixels) to personalize your experience, analyze site performance, and track traffic.

You can control the use of cookies at the individual browser level. If you choose to disable cookies, it may limit your use of certain features or functions on our Site.

5. Your Data Protection Rights

Depending on your geographic location, you may have certain rights regarding your Personal Information under frameworks like the GDPR or CCPA/CPRA. These rights may include:

• The Right to Access: You have the right to request copies of the Personal Information we hold about you.
• The Right to Correction: You have the right to request that we correct any information you believe is inaccurate or incomplete.
• The Right to Deletion (or "To Be Forgotten"): You have the right to request that we erase your Personal Information, subject to certain legal exceptions.
• The Right to Opt-Out of Marketing: You can opt-out of marketing communications at any time.

To exercise any of these rights, please contact us at will@winwithburgess.com. We will respond to your request within the timeframe required by applicable law.

6. Data Security

We implement appropriate technical and organizational security measures to protect your Personal Information from unauthorized access, alteration, disclosure, or destruction. However, please note that no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

7. Changes to This Privacy Policy

We may update our Privacy Policy from time to time to reflect changes in our practices or legal obligations. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date at the top.

8. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Burgess Consulting, LLC

Westwood, Massachusetts, USA

Email: will@winwithburgess.com

Phone: 617-803-5140