Your privacy matters to us. This Privacy Policy explains what personal information TechStack for Experts ("TechStack," "we," "us" or "our") collects through https://www.techstackforexperts.com, the Revenue Leak Assessment, our emails, text messages, booking tools and calls (together, the "Site"). It also explains how we use that information, when we share it, and the choices and rights you have.
By using the Site, you agree to the practices described here. Where the law requires your consent, we'll ask for it separately.
1. Information we collect
Information you give us
- Contact details: your name, email address, phone number, business name and business website
- Revenue Leak Assessment answers: your answers to the Quiz and the results we generate from them, such as your primary revenue leak and how soon you'd like to act on it
- Booking details: the date and time you choose for a call, and anything you tell us in the booking form
- Conversations: your email replies, messages, and notes we take during discovery calls
- Consent choices: whether you've agreed to marketing emails, text messages or partner sharing
- Billing details for paid services: handled by our payment processor; we don't store full card numbers
Information collected automatically
- Device and usage data: your IP address, browser type, device type, approximate location (city or region), pages visited, time on page and the website that referred you
- Cookies, pixels and similar tools: see Section 8
- Email and text activity: whether you open our emails, which links you click, and whether messages were delivered
Information from others
- A person who refers you to us
- Advertising and social platforms, if you respond to one of our ads
- Publicly available business information, such as your business website or public review profiles
2. How we use your information
We use personal information to:
- Score your Quiz, show you your personalized results page and send your results by email
- Send the follow-up emails you signed up for, paced to how soon you told us you'd like to act
- Schedule, prepare for and hold discovery calls and audits
- Reply to your questions and email replies, including writing custom examples you request
- Provide, manage and bill for paid services
- Send newsletters, tips and offers, where you've agreed or the law allows
- Understand how people use the Site so we can improve our content, Quiz and services
- Measure how well our advertising works
- Share your details with partner service providers, only as described in Section 4
- Protect the Site against fraud, spam and abuse
- Meet our legal, tax and accounting obligations
We don't make decisions that have legal or similarly significant effects on you based solely on automated processing. Your Quiz result is an automated score that decides which results page and emails you receive, and nothing more.
3. How we share information with service providers
We use trusted service providers to run our business. They process personal information on our behalf and only according to our instructions. They include providers of:
- Our CRM and marketing automation platform (currently Go High Level), which hosts our Quiz, contact records, emails and text messages
- Email and text message delivery
- Calendar booking and video conferencing
- Website hosting, analytics and security
- Payment processing and accounting
We may also share information:
- With our professional advisors, such as lawyers and accountants, under confidentiality
- When required by law, court order or a valid government request, or to protect the rights, safety or property of TechStack, our clients or others
- As part of a merger, acquisition, financing or sale of all or part of our business, in which case the buyer must honour this Privacy Policy
4. Sharing with partner service providers
Sometimes a business owner who takes our Quiz needs help we don't provide, or that another company can provide better. Examples include [website design, paid advertising, bookkeeping or reputation management].
In those cases, we may share your information with carefully selected partner businesses so they can contact you about their services. We may receive a referral fee or other compensation when we do.
We share with partners only with your consent. You give it by ticking the optional partner-sharing box on our Quiz or another form, or by telling us directly. You can withdraw it at any time (see Section 7).
What we may share: your name, business name, email address, business website, Quiz results, and a short summary of what your business needs help with.
What we never share with partners:
- Your mobile phone number, or your consent to receive text messages
- Payment or billing details
- Anything you tell us in confidence during a call, unless you ask us to pass it on
- Any information we handle on behalf of our clients (see Section 9)
We require partners to use your information only to offer you relevant services and to follow applicable privacy and anti-spam laws. Once a partner receives your information, its use is also governed by the partner's own privacy policy. You can ask us which partners we've shared your information with.
Under some US state privacy laws, this kind of disclosure counts as a "sale" or "sharing" of personal information. You have the right to opt out; see Section 7.
5. Text messaging privacy
If you opt in to text messages, we use your mobile number only to send the messages you agreed to receive.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties, except service providers that deliver our messages.
Reply STOP to any message to opt out, or HELP for help. Message and data rates may apply.
6. Categories of information and how they're disclosed
- Identifiers (such as your name, email address and IP address). Disclosed to service providers: yes. Shared with partners, with your consent: name and email only.
- Contact details (such as your phone number, business name and business website). Disclosed to service providers: yes. Shared with partners, with your consent: business name and website only; never phone numbers.
- Commercial information (such as your Quiz answers and results, and services discussed or bought). Disclosed to service providers: yes. Shared with partners, with your consent: Quiz results and a summary of your needs.
- Internet activity (such as pages visited, and email opens and clicks). Disclosed to service providers: yes. Shared with partners: no.
- Approximate location (city or region, based on your IP address). Disclosed to service providers: yes. Shared with partners: no.
- Inferences (such as your primary revenue leak and how soon you'd like to act). Disclosed to service providers: yes. Shared with partners, with your consent: yes.
We don't collect sensitive personal information, such as health, financial account or government ID information, and we ask that you don't send it to us.
7. Your choices
- Marketing emails: click "unsubscribe" in any email, or email us. We'll still send non-marketing messages, such as booking confirmations.
- Text messages: reply STOP to any message.
- Partner sharing: email lisa@techstackforexperts.com with the subject "Do Not Sell or Share My Personal Information," or use the link of that name in our website footer. We'll stop sharing your information with partners going forward.
- Global Privacy Control: if your browser sends a Global Privacy Control signal, we treat it as a request to opt out of sale, sharing and targeted advertising for that browser.
- Cookies: use our cookie banner or your browser settings (see Section 8).
Withdrawing consent won't affect anything we did before you withdrew it. We won't treat you differently or charge you more for exercising any of these choices.
8. Cookies and tracking technologies
We use cookies, pixels and similar technologies to:
- Keep the Site and Quiz working properly (essential cookies)
- Understand how visitors use the Site (analytics cookies)
- Measure and improve our advertising, including showing our ads to people who have visited the Site (advertising cookies and pixels)
Where the law requires it, we ask for your consent before setting non-essential cookies. You can change your choice anytime through our cookie banner, or block or delete cookies in your browser settings. Blocking essential cookies may stop parts of the Site, like the Quiz, from working.
Our emails contain small tracking images and tracked links so we know whether they're opened and clicked. You can limit this by turning off automatic image loading in your email program.
9. Information we handle for our clients
When a business hires us for services such as database reactivation or marketing automation, it may give us information about its own customers so we can do that work. For that information, we act as a service provider (sometimes called a "processor") to our client.
We use that information only to perform the services our client hired us for. We never sell it, share it with partners, or use it for our own marketing. Our client's privacy policy governs it. If you're a customer of one of our clients and have a question about your information, please contact that business directly; we'll help them respond.
10. Your privacy rights
Depending on where you live, you may have some or all of the following rights.
Everyone. You can ask to access the personal information we hold about you, correct it, or withdraw your consent to how we use it. We extend these rights to everyone, wherever the law requires it or not.
Canada. You have the right to access and correct your personal information and to withdraw consent, subject to legal and contractual limits. If you're not satisfied with our response, you can contact the Office of the Privacy Commissioner of Canada or your provincial privacy commissioner.
United States. Residents of California and other states with privacy laws may have the right to know what we collect and disclose, to get a copy of it, to have it corrected or deleted, and to opt out of its sale, sharing or use for targeted advertising. You can use an authorized agent to make a request for you. If we deny your request, you can appeal by replying to our decision.
European Union and United Kingdom. You have the right to access, correct, delete, restrict or object to our use of your personal information, to receive it in a portable format, and to withdraw consent. We rely on these legal bases: your consent (marketing and partner sharing), performing a contract with you (paid services and bookings), our legitimate interests (running and improving our business, and responding to you) and legal obligations. You can complain to your local data protection authority.
How to make a request. Email lisa@techstackforexperts.com with your request and the email address you used with us. We'll verify your identity before acting on it, usually by confirming details from your email address. We'll respond within the time the law requires, usually 30 to 45 days.
11. How long we keep information
We keep personal information only as long as we need it for the purposes in this Privacy Policy, or as long as the law requires.
- Quiz takers and subscribers: until you unsubscribe or ask us to delete your information. If you don't engage with us for [3] years, we delete or anonymize your record.
- Clients: for as long as we work together, then as long as tax and business record laws require (generally 6 years in Canada).
- Opt-out records: we keep a record of your unsubscribe or opt-out request so we can keep honouring it.
12. How we protect information
We use reasonable administrative, technical and physical safeguards to protect personal information. These include access controls, secure platforms, encrypted connections and limiting access to people who need it.
No method of transmission or storage is completely secure, so we can't guarantee absolute security. If a breach creates a real risk of significant harm to you, we'll notify you and the authorities as the law requires.
13. Where your information is stored
We're based in Canada, but some of our service providers, including our CRM platform, store and process information in the United States and other countries. When information is stored outside your country, it may be accessible to courts, law enforcement and national security authorities there.
Where the law requires, we use appropriate safeguards for international transfers, such as contractual protections.
14. Children
The Site is intended for business owners and professionals aged 18 and over. We don't knowingly collect personal information from anyone under 18. If you believe a minor has given us information, contact us and we'll delete it.
15. Links to other websites
The Site may link to other websites, such as research sources and partner sites. We're not responsible for their privacy practices, so please read their privacy policies.
16. Changes to this Privacy Policy
We may update this Privacy Policy as our practices or the law change. We'll post the new version here and update the Effective Date. If we make a significant change, especially to how we share information, we'll let you know by email or a notice on the Site, and we'll ask for your consent again where the law requires.
17. Contact us and our Privacy Officer
For questions, requests or concerns, contact:
Lisa Lane Brown, Email: lisa@techstackforexperts.com