Privacy Policy

1. Information We Collect

We collect information you provide when you complete an assessment, request a report, contact us, book a call, or join the Community. This may include your name, work email, company, role, assessment answers, business needs, and timeline. We also collect basic referral and campaign information, such as the page you visited and UTM parameters, so we can measure which acquisition channels work.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and communicate with you
• Generate and deliver the report or resource you requested
• Provide and improve our services
• Send you updates, resources, and relevant communications (with your consent)
• Process membership and billing transactions

Requesting an assessment report does not enroll you in marketing. We send follow-up marketing only when you select the separate consent option. You can unsubscribe from those messages at any time.

3. Information Sharing

We do not sell, trade, or rent your personal information. We share only the data needed with service providers that run our website, CRM, AI-assisted report generation, email delivery, booking, and analytics. Those providers process information for us under their own security and privacy terms.

4. Data Retention

We retain assessment and lead information while it supports the requested report, a potential or active business relationship, and our legal or accounting duties. You can ask us to delete or correct your information. We will honor the request unless the law requires us to keep part of the record.

5. Cookies

Our website uses analytics and similar technologies to measure visits, assessment completion, and booking intent. You can configure your browser to restrict cookies. Some measurement features may stop working when you do.

6. Your Rights

You can request access, correction, or deletion of your personal information. You can also withdraw marketing consent without affecting a report or service you requested. Contact hello@theoperationsguide.com.

7. Security

We use access controls, server-side processing, and limited data collection to reduce risk. Please do not submit passwords, API keys, regulated records, or other sensitive data through a public form.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page with an updated date.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us at hello@theoperationsguide.com.