Draft
This page is a draft pending legal review and will be finalized before launch.
Privacy Policy
Effective date: [DATE] · Last updated: [DATE]
This Privacy Policy explains how Partners in Automation LLC ("Partners in Automation," "we," "us") collects, uses, and shares personal information through https://partnersinautomation.com (the "Site"), our booking and contact forms, and our marketing emails.
Information we handle for clients during paid engagements is governed by our client agreements and data processing addenda, not by this policy.
1. Information we collect
Information you give us
- Contact and booking forms: name, email, phone number, company name, company size, and what you tell us about your business and needs.
- Meeting bookings: the details above, plus your chosen time and any answers to booking questions.
- Lead-magnet downloads and newsletter sign-ups: name and email, and optionally company and role.
- Emails and calls: whatever you choose to share.
Information collected automatically
- Privacy-friendly analytics: we use Plausible Analytics, which measures aggregate visits (pages viewed, referring site, browser type, country) without cookies and without tracking you across other sites. Your IP address isn't stored.
- Form and booking tools: Zoho may use cookies and similar technologies when you submit a form or book a meeting, to recognize returning visitors and connect a form submission to your contact record (see Section 5).
- Security and delivery: our hosting and security providers (Cloudflare) process technical data such as IP address and device information to deliver the Site and protect it from abuse and spam.
We don't knowingly collect sensitive personal information through the Site, and we ask that you don't submit it.
2. How we use information
- To respond to inquiries, schedule and hold meetings, and prepare proposals
- To send information you requested, such as lead-magnet downloads
- To send occasional emails about our services, where permitted. You can unsubscribe at any time.
- To operate, secure, and improve the Site, and to understand which content is useful (aggregate analytics)
- To comply with law and protect our rights
We don't use your information to make automated decisions that have legal or similarly significant effects on you.
3. How we share information
We don't sell your personal information, and we don't share it for cross-context behavioral advertising.
We share information only with service providers who process it on our behalf under contractual confidentiality and data-protection terms:
| Provider category | Example | Purpose |
|---|---|---|
| CRM, forms, scheduling, email marketing | Zoho | Store contact details, manage bookings, send emails |
| Email, calendar, files, video meetings | Google Workspace | Communicate and meet with you |
| Hosting, security | Cloudflare | Deliver and protect the Site |
| Analytics | Plausible | Aggregate, cookieless site statistics |
| Proposals and e-signature | PandaDoc | Send proposals and agreements you request |
We may also disclose information:
- if required by law or legal process;
- to protect rights, safety, and security;
- in connection with a merger, acquisition, or sale of our business, subject to this policy.
4. AI tools
We don't put information you submit through the Site into AI tools that train on it. Where we use AI to help draft replies or summarize inquiries, we use business-grade tools that don't train on your data, and a person reviews any response before it's sent.
5. Cookies and similar technologies
| Technology | Provider | Purpose | Type | Duration |
|---|---|---|---|---|
| Cookieless analytics | Plausible | Aggregate site statistics | No cookies set | — |
Booking calendar cookies (e.g., JSESSIONID, zalb_*) | Zoho Bookings | Make the scheduling tool work | Functional | [Session — verify] |
Form/visitor cookies (e.g., crmcsr) | Zoho | Link form submissions and visits to your contact record | First-party | [Up to 6 months — verify] |
Security cookies (e.g., __cf_bm) | Cloudflare | Bot and abuse protection | Strictly necessary | [~30 minutes — verify] |
You can block or delete cookies in your browser settings. Blocking some cookies may affect forms or booking.
We honor Global Privacy Control (GPC) signals as a request to opt out of any sale or sharing, although we don't sell or share personal information. We don't use advertising or cross-site tracking cookies. If that changes, we'll ask for your consent where required and update this policy first.
6. Your choices and rights
- Email: use the unsubscribe link in any marketing email, or contact us.
- Access, correction, deletion, and portability: you may ask us to confirm whether we process your personal information, give you a copy, correct it, or delete it. Residents of states with comprehensive privacy laws (such as Virginia, California, Colorado, and Connecticut) may have these rights by law. We extend them to all visitors.
- How to make a request: email hello@partnersinautomation.com with the subject "Privacy request." We'll verify your request using information we already hold and respond within 45 days.
- Appeals: if we decline your request, you may appeal by replying with "Appeal" in the subject. We'll respond within 60 days. If you're still not satisfied, you may contact your state attorney general.
- Non-discrimination: we won't treat you differently for exercising your rights.
7. Retention
- Inquiries and leads who don't become clients: kept for up to [24] months after our last contact, then deleted or anonymized.
- Marketing preferences: opt-out records are kept as long as needed to honor them.
- Client records: kept according to our client agreements and legal requirements.
8. Security
We use reasonable safeguards, including multi-factor authentication, encrypted password management, least-privilege access, and reputable providers. No method of transmission or storage is completely secure.
9. Children
The Site is intended for businesses and isn't directed to children under 13. We don't knowingly collect their personal information.
10. Location
We're based in the United States, and our service providers process information in the United States. The Site is intended for U.S. businesses.
11. Changes
We'll post changes here and update the "Last updated" date. If changes are material, we'll provide additional notice where appropriate.
12. Contact
Partners in Automation LLC · [MAILING ADDRESS] · hello@partnersinautomation.com