Privacy notice

This notice explains what information Hartgate Advisory, LLC ("Hartgate Advisory", "we") collects through hartgateadvisory.com, how we use it, and the choices you have. It does not cover information you share during a paid engagement, which is governed by our signed services agreement.

What we collect

• Contact form. Your name, work email, company, the service you are interested in, and anything you write in the message.
• Readiness check. Your answers are scored in your browser and are not sent anywhere unless you choose to request a written follow-up. If you do, we receive your answers, your score, and the name, email, and company you provide.
• Email signup. If you ask to hear about new articles, we receive your email address.
• Scheduling. If you book a call, our scheduling provider collects your name, email, the time you choose, and any notes you add.
• Site analytics. We use Cloudflare Web Analytics to count page views and referring sites in aggregate. It does not use cookies or build a profile of you.

How we use it

We use this information only to reply to you, prepare for and hold calls you book, send the follow-up or articles you asked for, and understand which pages are useful. We do not sell or rent your information, and we do not use it for advertising.

Who processes it for us

We rely on a small number of service providers: Formspree (form delivery), Google Workspace (business email and files), our scheduling provider (Cal.com or Calendly), and Cloudflare (hosting and analytics). Each processes information only to provide its service to us.

How long we keep it

We keep inquiry and readiness-check records for up to 24 months unless you become a client, in which case our agreement governs retention. You can ask us to delete your information sooner at any time.

Your choices

You can ask us what information we hold about you, ask us to correct or delete it, or unsubscribe from article emails by writing to hello@hartgateadvisory.com. We respond within 30 days.

Children

This site is intended for business visitors and is not directed to anyone under 18.

Changes and contact

If we change this notice, we will update the date above. Questions can go to hello@hartgateadvisory.com. Hartgate Advisory, LLC is registered in Maryland, United States.