Privacy Policy

Information We Collect

We collect information only when you choose to provide it through one of our forms.

Contact information (lead capture form). When you submit the contact form on our website, we collect:

• First name
• Last name
• Email address
• Phone number
• A description of your business challenge

Business and financial information (client intake form). Clients who engage us and complete our intake form provide additional business information used to prepare their strategy. This may include business profile details and financial figures such as revenue, costs, cash reserves, debt, equity, marketing spend, and customer metrics. This information is collected only from clients who choose to complete the intake form as part of an engagement.

If you book a strategy session through Microsoft Bookings, Microsoft Bookings collects the name, email address and phone number you enter, and Microsoft processes that information under its own privacy terms.

Download Requests and Insights Emails

When you request a free download on dipriva.com, we collect:

• Name
• Email address
• Business name
• Team size, if you choose to give it
• The challenges you select, and an optional one-line note
• Whether you ticked the insights box, and the version of the consent wording you saw
• The link or campaign that brought you to the page, when there is one

We use these details to send your download and to reply to your request. We do not store your phone number or IP address with your request. Cloudflare Turnstile checks that each request comes from a person, and Cloudflare processes technical information about your browser for that check under its own privacy policy. The insights box is unticked by default. We send Dipriva insights emails only if you tick it, and every insights email includes a way to unsubscribe. Leaving the box unticked does not affect your download.

Chat Assistant (Lea)

Lea is an AI assistant on dipriva.com, and Lea tells visitors it is an AI. What you type in the chat window is sent to an AI service provider so it can generate replies.

If you ask to speak with our team, Lea asks for your business name, your name, your phone number and email address, your biggest business challenge in your own words, and any additional context you choose to share. We use this information only to prepare for and reply to your inquiry. It is sent by email to Dipriva’s founder through an email delivery provider and saved in a Microsoft 365 list that Dipriva uses to manage inquiries.

To limit abuse, the chat service temporarily uses your IP address to count messages for one hour. To ask for access to or deletion of what you shared, email support@dipriva.com.

How We Use Your Information

We use the information you provide to:

• Contact you to schedule and conduct a strategy session
• Understand your business challenges and needs
• Analyze your business and financial information to prepare your growth strategy and tailored recommendations
• Follow up on your inquiry
• Deliver and support our consulting services

We do not use your information for any purpose unrelated to the services you request.

Business outreach

We may contact business owners and executives whose contact details are published in public sources. We use only business contact details, store them in our secure business systems, and stop contacting anyone who replies UNSUBSCRIBE or asks us to stop. You can also ask us to delete your details at support@dipriva.com.

AI and Automation

Consistent with our work in AI and automation, we use AI-assisted tools to help analyze business and financial information and to help prepare strategy deliverables.

• All output produced with these tools is reviewed by a member of our team before it is used or shared. No decisions affecting you are made solely by automated means.
• Information processed with these tools is handled under commercial terms that include confidentiality and data-protection commitments.

Social Media Publishing

Dipriva publishes its own content to its official social media accounts on LinkedIn, Facebook, Instagram, and TikTok. We use an internal publishing tool, Dipriva Community Engine, that connects to these platforms through their official application programming interfaces (APIs).

When an authorized Dipriva administrator connects a Dipriva account to this tool, the platform asks the administrator to approve specific permissions. We use those permissions to publish content we have prepared to Dipriva’s own pages and profiles. Social posts may be drafted with AI. Each post passes automated brand and compliance checks, and staff reviews it and can hold or veto before it is published.

What this means for you:

• We do not use these integrations to collect personal information about the people who view, follow, or engage with our posts.
• We do not use data obtained through these platforms for advertising targeting, sales prospecting, recruiting, or building audience lists.
• Access credentials issued by these platforms are kept in encrypted secret storage, are limited to authorized personnel, and are revoked when no longer needed.
• Where a platform offers a label for AI-generated content, we apply it.

Each platform processes information under its own terms and privacy policy. To request deletion of any information we hold that relates to our social media accounts, contact support@dipriva.com. We process deletion requests within 30 days.

Data Storage

Your information is stored securely within enterprise-grade, third-party cloud services used under commercial terms that include data-protection and confidentiality commitments. Access is limited to authorized personnel who need it to serve you.

How We Protect Your Information

Your data is never sold. We do not share your information with data brokers or provide it to external organizations for their own marketing.

We share information only with the service providers who help us operate, and only as needed to deliver our services. These providers process information on our behalf under their own terms and confidentiality obligations. They fall into the following categories:

• Cloud storage and productivity services (where your submissions and files are stored)
• AI processing tools (used as described in the AI and Automation section)
• Website analytics and advertising services (described in the Analytics section)
• Spam protection for our forms (Cloudflare Turnstile)

Some of these providers may transfer and store data on servers located outside your country.

Data Retention

We keep your information only as long as needed for the purposes described in this policy. Contact information is retained while we follow up on your inquiry and maintain our relationship. Business and financial information provided by clients is retained for the duration of the engagement and for 24 months afterward, unless a longer period is required by law, after which it is deleted.

We keep download and newsletter information for 24 months after your last activity, chat transcripts for 12 months, and business outreach records for 12 months after our last contact. If you unsubscribe, we keep a minimal record so we do not contact you again. We delete data on request within 30 days, except records we must keep by law, such as contracts and invoices. Deleted data clears from our encrypted backups within 30 days.

Analytics

This website uses Google Analytics 4 (GA4), a web analytics service provided by Google LLC. GA4 uses cookies and similar tracking technologies to collect and analyze information about how visitors use this site. This data includes pages visited, time spent on the site, general geographic location, device type, and how you arrived at the site.

This information is used solely to understand visitor behavior and improve the performance of dipriva.com. We do not sell this data or use it to personally identify you.

Google may transfer and store this data on servers located outside your country. You can review Google’s privacy practices at https://policies.google.com/privacy.

To opt out of Google Analytics tracking, you can install the Google Analytics Opt-Out Browser Add-On at https://tools.google.com/dlpage/gaoptout.

This website may also use Google Ads remarketing, which allows us to show advertisements to previous visitors as they browse other websites and apps within the Google Display Network. These ads are served based on your prior visit to dipriva.com using cookies stored on your device. You can opt out of personalized advertising by visiting Google’s Ads Settings or by using the NAI opt-out tool at https://optout.networkadvertising.org.

This website may also use Microsoft Clarity, a behavior analytics service provided by Microsoft Corporation. Clarity collects information such as pages visited, clicks, scrolling, and session recordings to help us understand how visitors use the site and improve it. Clarity loads only after you accept analytics cookies. You can review Microsoft’s privacy practices at https://privacy.microsoft.com/privacystatement.

Your Rights and Choices

You may request access to, correction of, or deletion of your personal information at any time by contacting support@dipriva.com. We will process deletion requests within 30 days.

Changes to This Policy

We may update this policy as our practices evolve. The “Last updated” date above reflects the most recent revision.

Questions

If you have any questions about this privacy policy or our data practices, contact us at support@dipriva.com.