Privacy policy | Vantage

The short version

[legal business name], doing business as Vantage (“Vantage,” “we” or “us”), collects only what we need to prepare free audits, reply to you, find businesses we may be able to help and serve our clients. We don’t sell your personal information, we don’t share it for targeted advertising, and we don’t use advertising or analytics cookies on this website.

Who this policy covers

This policy explains how we handle personal information we collect through this website, through our emails, calls and texts, and from public sources when we contact businesses about our services. It doesn’t cover information we handle for our clients about their own customers; see “Information we handle for clients” below.

What we collect

What you send us. What you type into our audit form: your name, business name, website, email, phone number, industry, city and message. Also anything you tell us by email, phone or text.
Technical information. Our website host and the services that deliver our fonts and code automatically receive basic technical information when you visit, such as your IP address, browser type, and device type. Our host also sees which pages you request; the font and code services see only that the request came from our site. They use this information to deliver the site and keep it secure.
Public business information. To find businesses we may be able to help, we collect business contact details that are already public, such as a business’s name, phone number, website, address, Google Business Profile and online reviews. This can include an owner’s or manager’s name and work contact details when the business publishes them.
Client information. If you become a client, the contact, billing and account details we need to do the work and get paid.

We don’t ask for, and please don’t send us through the form, sensitive information such as health information, financial account numbers or Social Security numbers.

How we use it

To prepare your free audit and contact you about it.
To reply to your questions and requests.
To contact businesses about our services. Every marketing email we send includes a way to opt out, and we honor “please don’t contact us” requests by phone, text or email.
To deliver our services to clients, send invoices and keep business records.
To protect our website, our business and others from spam, fraud and misuse, and to meet legal obligations.

We won’t add you to a newsletter unless you ask. We may follow up by email or phone about your audit and our services, and we’ll stop whenever you tell us to.

Text messages

We send text messages only to people who have agreed to receive them from us. If you text us first, we’ll reply in that conversation. Message frequency varies, and message and data rates may apply. Reply STOP to stop receiving texts, or HELP for help. Agreeing to texts is never required to get your audit or to buy our services. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text-messaging opt-in data and consent are not shared with any third party, except the service providers that deliver our text messages.

Who we share it with

We share personal information only with:

Website service providers. Netlify hosts this site and receives form submissions on our behalf. Netlify screens submissions for spam using Akismet. Our pages load fonts from Google Fonts and code libraries from cdnjs (Cloudflare) and jsDelivr, which receive your IP address and browser details when your browser requests those files.
Tools we use to run the business. Service providers that help us keep customer records, send email and texts, schedule calls, store files and take payments. We also use AI tools to help research and draft audits and to organize our notes. These providers handle information under their own terms and privacy policies. Where a tool lets us, we turn off settings that would let the provider use our information to train its AI models.
Advertising and platform partners, only on a client’s instructions. When a client hires us to run their ads, we work inside the client’s own Google, Meta and other accounts under the client’s direction.
Professional advisers, such as our accountant and lawyer.
Anyone else you ask us to share with.
Legal and safety reasons. When required by law, a court order or a government request, or to protect the rights, safety and property of Vantage, our clients or others.
A business transfer. If Vantage is merged, sold or reorganized, personal information may move to the new owner, who must keep honoring this policy for information collected under it.

We don’t sell or rent personal information to anyone.

Cookies, tracking and Do Not Track

This website doesn’t set cookies. It doesn’t use analytics, advertising pixels or other tracking tools, and we don’t allow advertising or analytics companies to track your activity across other websites through our site. Our site saves a few small items in your browser’s session storage: one makes page transitions smooth, and others remember your place on each page so Back returns you there. They stay on your device, are never sent to us, and are deleted when you close the tab.

Because we don’t track you across websites, we don’t change anything when your browser sends a “Do Not Track” signal. If we add analytics or advertising tools in the future, we’ll update this policy first and describe them here.

How long we keep it

Audit requests and prospect records that don’t lead to work: kept only while they’re useful to us. We review and delete old records regularly, and sooner if you ask.
Client records: for as long as we work together, then as long as we need them for taxes, accounting, legal claims and other legal requirements.
“Do not contact” requests: we keep your name and contact details on a do-not-contact list so we don’t contact you again.

How we protect it

We use reasonable safeguards, including encrypted (HTTPS) connections to this site, strong passwords, two-step sign-in wherever our tools offer it, and access limited to the people at Vantage who need it. No website or system is perfectly secure. If a security breach affects your personal information, we’ll notify you and the authorities as the law requires.

Your choices and rights

You can ask us at any time to:

tell you what personal information we hold about you and give you a copy,
correct it,
delete it, or
stop contacting you.

Email us at [business email] or use our contact form. We’ll respond within 30 days. We may ask you to confirm your identity before we share or delete anything, and we may keep information the law requires us to keep. Depending on where you live, you may have additional rights under your state’s law; we’ll honor them. We won’t treat you differently for using any of these rights.

Information we handle for clients

When we provide services to a client, we may handle information about the client’s own customers, such as leads from their ads or contacts in their email list. We handle that information only on the client’s behalf and under our agreement with them, and the client’s own privacy policy applies to it. If you’re a customer of one of our clients, please contact that business about your information.

Children

This website and our services are for businesses and adults. We don’t knowingly collect personal information from anyone under 18. If you believe a child has sent us information, contact us and we’ll delete it.

Where your information is processed

We operate in the United States. Information you send us is processed in the United States and may also be processed in other countries where our service providers operate.

Links to other websites

Our site links to other websites, such as Google and Facebook. Their own privacy policies apply when you visit them.

Changes to this policy

If we change this policy, we’ll post the new version here and update the effective date at the top. If a change materially affects how we use information we already hold, we’ll post a notice on this page and email clients directly, and we’ll ask for your consent before using information we already hold in the new way.

Contact us

[legal business name] (Vantage)
[mailing address]
Email: [business email]
Or use our contact form and mention your privacy request.