Privacy Policy

Effective Date: July 17, 2026

Blueprint Business Intelligence respects your privacy and is committed to handling personal information responsibly. This Privacy Policy explains how Blueprint Business Intelligence (“Blueprint,” “we,” “us,” or “our”) collects, uses, shares, and protects information when you visit our websites, submit an inquiry, schedule a Clarity Call, communicate with us, or use our services.

This Privacy Policy applies to Blueprint Business Intelligence websites, including the Clarity Call landing page at getclarity.theblueprintbi.com, and to information collected through related forms, scheduling tools, email communications, and business interactions.

1. Information We Collect

We may collect information that you voluntarily provide, including:

• Your name
• Email address
• Telephone number
• Business or organization name
• Website or social media information
• Appointment and scheduling information
• Information about your business, operations, challenges, goals, systems, finances, or service needs
• Questions, messages, documents, or other information you choose to send to us
• Information provided during a Clarity Call, assessment, consultation, or client engagement

Please do not submit Social Security numbers, banking credentials, account passwords, payment-card information, tax documents, employee records, government identification numbers, or other highly sensitive information through a general website form or Clarity Call intake form.

We may also automatically receive limited technical information when you use our website, such as:

• Internet Protocol address
• Browser and device type
• Operating system
• Referring website
• Pages visited
• Approximate geographic location
• Date and time of access
• Cookie, analytics, and similar website-usage information

2. How We Use Information

We may use personal information to:

• Respond to inquiries and communications
• Schedule, confirm, conduct, and follow up on Clarity Calls
• Determine whether our services may be appropriate for a prospective client
• Prepare assessments, recommendations, proposals, or service agreements
• Provide bookkeeping, business intelligence, data analysis, automation, consulting, or related services
• Operate, maintain, troubleshoot, and improve our websites and business systems
• Communicate about appointments, services, projects, or business relationships
• Maintain business and transaction records
• Protect our website, systems, clients, and business from fraud, misuse, or security threats
• Comply with legal, accounting, tax, regulatory, or contractual obligations
• Send marketing communications when the recipient has requested them, consented to receive them, or when otherwise permitted by law

Submitting an inquiry or scheduling a Clarity Call does not automatically enroll you in a recurring marketing-email list. You may opt out of promotional email communications at any time by following the unsubscribe instructions included in the message or by emailing privacy@theblueprintbi.com with “Unsubscribe” in the subject line.

3. Scheduling and Third-Party Services

We may use third-party service providers to operate our website and business, including providers of:

• Website hosting
• Domain and infrastructure services
• Appointment scheduling (including Calendly)
• Email and business communications
• Online forms
• Cloud storage
• Customer relationship management
• Website analytics
• Payment processing
• Bookkeeping, automation, and business software

When you schedule an appointment or submit information through an integrated third-party service, that provider may collect and process information according to its own privacy policy and terms. We provide service providers only with information reasonably necessary for them to perform services on our behalf.

4. Cookies and Analytics

Our website and third-party service providers may use cookies, pixels, analytics technologies, or similar tools to operate the website, remember preferences, measure website traffic, understand how visitors use the website, and improve website performance.

You may be able to restrict or delete cookies through your browser settings. Disabling certain cookies may affect the operation or functionality of the website.

Blueprint Business Intelligence does not knowingly use personal information collected through the Clarity Call process to sell individual profiles to data brokers.

5. How We Share Information

We may share personal information in limited circumstances, including:

• With service providers that support our website, scheduling, email, storage, analytics, payment, bookkeeping, or business operations
• With professional advisers such as attorneys, accountants, insurers, or technology professionals when reasonably necessary
• When required by law, court order, subpoena, or governmental request
• When reasonably necessary to protect the rights, property, safety, systems, or interests of Blueprint Business Intelligence, our clients, website visitors, or others
• In connection with a merger, acquisition, financing, sale, restructuring, or transfer of all or part of the business
• With your direction, authorization, or consent

We do not sell personal information for money.

We do not disclose information submitted through a Clarity Call form to unrelated third parties for their independent marketing purposes.

6. Information Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure. These measures may include access restrictions, password protection, multifactor authentication, secure service providers, software updates, and limited retention of information.

No website, electronic transmission, cloud platform, or storage system can be guaranteed to be completely secure. Therefore, we cannot guarantee absolute security.

7. Data Retention

We retain personal information only for as long as reasonably necessary to:

• Respond to an inquiry
• Manage a prospective or active client relationship
• Provide requested services
• Maintain appropriate business, accounting, tax, legal, and compliance records
• Resolve disputes
• Enforce agreements
• Protect our business and systems

Information from inquiries that do not develop into an active business relationship may be deleted or anonymized when it is no longer reasonably needed. Some information may be retained for a longer period when required by law, contract, insurance requirements, professional obligations, or legitimate business-recordkeeping needs.

8. Your Privacy Choices

Subject to applicable law and reasonable verification, you may request that we:

• Confirm whether we maintain personal information about you
• Provide access to certain personal information
• Correct inaccurate information
• Delete information that is no longer required
• Stop sending promotional communications
• Explain how certain information has been used or shared

Some requests may be limited when retaining the information is reasonably necessary to complete a transaction, provide services, maintain financial or legal records, prevent fraud, protect legal rights, or comply with applicable law.

To make a privacy request, email privacy@theblueprintbi.com with “Privacy Request” in the subject line and describe the request clearly. We may need to verify your identity before completing a request.

9. Children's Privacy

Our website and services are intended for business owners and adults. They are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If we learn that a child under 13 has submitted personal information, we will take reasonable steps to delete it.

10. Financial and Business Information

During an assessment or client engagement, clients may provide business, bookkeeping, operational, or financial information. Such information will be used to evaluate or provide the requested services and may be processed through appropriate business software and service providers.

Prospective clients should not submit confidential financial records, login credentials, banking information, tax records, payroll information, or employee personal data through a public website form unless Blueprint Business Intelligence has specifically provided an approved secure method for doing so. Additional confidentiality, data-handling, and access terms may be included in a client service agreement.

11. External Links

Our website may contain links to third-party websites, platforms, or services. Blueprint Business Intelligence does not control and is not responsible for the privacy, security, content, or practices of those third parties. You should review the privacy policies of third-party websites and services before submitting information to them.

12. Changes to This Privacy Policy

We may update this Privacy Policy when our services, technology, legal obligations, or information practices change. The updated policy will be posted on our website with a revised effective date. Material changes may also be communicated through another reasonable method when appropriate.

13. Contact Us

For questions, concerns, or requests concerning this Privacy Policy or your personal information, contact:

Blueprint Business Intelligence
privacy@theblueprintbi.com