Privacy policy.

Welcome to Practitioner’s Playbook (“we,” “us,” or “our”). We are committed to protecting your personal information and respecting your privacy. This Privacy Policy outlines how we collect, use, store, and safeguard the information you provide to us when interacting with our consulting services, data analytics platform, and website (the “Services”). By using our Services, you agree to the collection and use of information in accordance with this Policy.

1. Scope of This Policy

This Privacy Policy applies to information collected through:

  • Our website and online platforms.

  • Booking forms (e.g., Typeform) and contact forms.

  • LinkedIn lead forms or other social media inquiries.

  • Email exchanges or manual research for warm leads.

If you do not agree with this Policy, please discontinue the use of our Services.

2. Information We Collect

Personal Information
We collect the following personal information:

  • Name

  • Email address

  • Phone number

  • City, State/Province

  • Business name

Non-Personal Information
We do not actively collect browser data or usage metrics. However, basic usage information may be collected automatically via cookies and similar technologies (see Section 7 below).

3. How We Collect Your Information

  • Forms: When you submit a form (e.g., Typeform or LinkedIn lead form) or book a call on our website.

  • Manual Research: We may collect lead information from publicly available sources (e.g., websites, LinkedIn profiles) to identify potential clients.

  • Direct Communication: When you contact us via email, phone, or social media, we may store the information you voluntarily provide.

4. How We Use Your Information

We use your personal information for the following purposes:

  • Sales and Client Onboarding: To contact potential clients, schedule consultations, and provide relevant services.

  • Service Delivery: To deliver business consulting, coaching, and data analytics services.

  • Communication: To share content (e.g., newsletters, business insights) and respond to your inquiries.

  • Internal Analytics: To understand client needs and improve our offerings, including understanding how visitors navigate our website (via cookies).

5. Data Storage and Security

We primarily store information in third-party platforms such as Typeform, LinkedIn, and HubSpot. These platforms employ their own security measures (e.g., secure logins, encryption). We make reasonable efforts to ensure that any platform we use has robust security protocols in place. However, no method of data transmission or storage is 100% secure. If you have questions about these platforms’ security measures, please refer to their individual privacy policies.

6. Third-Party Sharing

We do not sell or share your personal information with third parties for their own marketing purposes. Your data is used internally within Practitioner’s Playbook. Should a need arise to share data with any third-party service providers (e.g., for expanded analytics or integrations), we will update this Policy and, where required by law, seek your explicit consent.

7. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance user experience and gather analytics on how visitors interact with our site. You can opt in or out of cookies through our consent banner on the website. By opting in, you agree to allow us to use these technologies for analytics and functionality purposes.

8. Data Retention

We currently retain your data indefinitely. If you wish to have your information removed from our records, please contact us at hello@practitionersplaybook.com, and we will delete or anonymize your information unless we are required to retain it for legal or regulatory reasons.

9. International Users

Although we primarily serve customers in Canada and the United States, we may have users worldwide. By providing us with your personal information, you acknowledge and agree that your data may be transferred to, stored, and processed in Canada, the U.S., or other jurisdictions where we or our partners operate. We strive to comply with all applicable data protection laws, including HIPAA, PIPEDA, and related regulations, to ensure appropriate safeguards when handling protected or sensitive information.

10. Your Rights and Choices

  • Access & Correction: You can request access to the personal information we hold about you or request corrections to any inaccuracies.

  • Deletion & Removal: You can request deletion of your personal information at any time, subject to any legal obligations that require us to keep certain data.

  • Opt-Out: You can unsubscribe from our newsletters or marketing communications by following the unsubscribe link in our emails or contacting us directly.

  • Cookie Preferences: You can manage cookies through your browser settings or the consent banner on our website.

For any questions or requests regarding your data, please contact us at:
hello@practitionersplaybook.com

11. Changes to This Policy

We reserve the right to update this Privacy Policy at any time to reflect changes in our practices or the law. When we do, we will revise the “Last updated” date at the top of this Policy. You are encouraged to review this Policy periodically to stay informed about how we protect your information.

12. Contact Us

If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact us:
Practitioner’s Playbook
Email: hello@practitionersplaybook.com