Effective Date: 10/27/2024
1. Introduction
Watertown Business Advisory, LLC (“WBA”) is committed to protecting the privacy and security of our clients. This Privacy Policy describes how we collect, use, and protect information gathered from users through our website and services.
2. Information We Collect
We collect personal information that you provide to us directly, including:
- Contact Information: Name, email address, and phone number.
- Appointment Details: Information provided when scheduling a consultation, such as the selected consultant, a brief summary of your inquiry, and your preferred contact method.
- Session Transcripts: Summaries or transcripts of consultation sessions for quality assurance and follow-up purposes.
3. How We Use Your Information
The information we collect is used to:
- Schedule and facilitate consultations, including reminders via email or SMS.
- Provide a personalized consultation experience based on your selected AI consultant.
- Allow WBA’s principal consultant to review consultation sessions when further assistance or follow-up is required.
- Improve our service quality and develop general insights to enhance the WBA experience.
4. Data Collection and Retention
- Chat Sessions: During a scheduled consultation, interactions with AI consultants are recorded and stored securely. These records are used only for client support and quality assurance purposes.
- Email Communication: If your consultation requires follow-up, a summary and potential action plan will be sent to your email, along with any additional details relevant to your inquiry.
- Retention Period: We retain your information only as long as necessary to fulfill the purpose for which it was collected or as required by law.
5. How We Protect Your Information
WBA takes security seriously and implements industry-standard practices to protect your personal information. This includes:
- Data encryption during storage and transmission.
- Access restrictions to ensure that only authorized personnel can view client information.
- Regular reviews and updates of our data protection practices.
6. Disclosure of Information
We do not sell or rent your personal information to third parties. We may share information under the following conditions:
- Service Providers: We may engage third-party providers to help us operate and improve our services (e.g., SMS and email notifications).
- Legal Requirements: We may disclose information if required by law or in response to valid legal processes.
7. User Rights
You have the right to:
- Access and request a copy of the personal information we hold about you.
- Correct or update inaccurate information.
- Request deletion of your information, subject to any legal obligations to retain certain records.
- Opt-out of non-essential communications.
To exercise these rights, please contact us at admin@wbaconsulting.org.
8. Cookies and Tracking
Our website may use cookies and similar technologies to enhance your experience and analyze usage patterns. You can control your cookie preferences through your browser settings.
9. Updates to this Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date. Your continued use of our services signifies acceptance of the updated terms.
10. Contact Us
If you have questions or concerns about this Privacy Policy or how your information is handled, please contact us at:
- Email: admin@wbaconsulting.org