Privacy Policy

ClearMark Advisory respects your privacy. This policy explains how we collect, use, and protect information when you use this website, contact us, subscribe to updates, schedule a call, or engage us for advisory work.

1. What We Collect

We may collect information you provide directly, including:

• contact details such as name, email address, company, title, and phone number;
• messages, scheduling details, and diagnostic-fit information you submit;
• billing or transaction details when applicable;
• business materials voluntarily provided for review or scoping; and
• site activity such as pages visited, forms submitted, and device/browser information.

2. Client Materials and Sensitive Information

During advisory work, you may share confidential business information, AI workflow examples, prompts, outputs, review materials, policies, records, or related documentation. We use those materials solely to evaluate fit, scope work, and provide services you request. We do not sell client materials. Access is limited to authorized personnel and service providers needed to support the engagement.

3. Use of Modern Technology Tools

We may use AI-assisted, research, drafting, analysis, or productivity tools to support our work. These tools assist human judgment; they do not replace it. Final recommendations, findings, and strategy decisions are made by ClearMark Advisory.

When practical, we make reasonable efforts to redact, minimize, or anonymize sensitive information before using external tools. Perfect redaction cannot be guaranteed, and you should not submit materials you are not authorized to share.

4. Pixels, Analytics, and Tracking Technologies

We may use analytics and marketing tools such as Vercel Analytics, Google Analytics, Google Tag Manager, Meta Pixel, LinkedIn Insight Tag, Plausible, Fathom, or similar services to understand site usage, measure campaign performance, and improve content. These tools may collect information such as device type, pages visited, approximate location, and actions taken.

5. How We Use Information

• to respond to inquiries and schedule conversations;
• to evaluate fit and scope potential engagements;
• to provide advisory services and deliver requested materials;
• to send educational or service updates when you request them;
• to operate, secure, and improve the website; and
• to maintain business records and comply with legal obligations.

6. Service Providers We Use

We work with trusted providers to operate the site and business, including services such as:

• Vercel for site hosting and deployment;
• GitHub for source control and deployment workflows;
• Calendly or similar tools for scheduling;
• Kit or similar email platforms for subscription and email delivery;
• Stripe or similar processors for payment processing when applicable;
• Dropbox, Google Drive, or similar secure storage tools for client materials;
• DocuSign or similar tools for electronic signatures; and
• analytics and marketing platforms listed above.

These providers maintain their own privacy policies and process information according to their terms.

7. Cookies

We may use cookies and similar technologies to improve your experience, remember preferences, analyze site performance, and support marketing. You can control cookies through browser settings or any preference center made available on the site.

8. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information. No method of transmission or storage is completely secure. We do not sell your personal information.

9. Your Choices and Rights

You may unsubscribe from marketing emails at any time using the link in those messages. You may request access to, correction of, or deletion of personal information by contacting us at info@clearmarkadvisory.com.

10. Data Retention

We retain information for as long as needed to provide services, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements. Client materials are retained only as long as reasonably necessary for the engagement or as required by law.

11. Children's Privacy

Our services are not directed to children under 13, and we do not knowingly collect personal information from children.

12. International Visitors

We operate in the United States. If you visit from outside the United States, your information may be processed in the United States.

13. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above.

Contact

Questions or requests about your data rights? Contact us at info@clearmarkadvisory.com.