Privacy Policy

1. Who We Are and Scope of This Policy

Growth Expert AI LLC provides artificial intelligence, automation, systems integration, customer engagement, and operational intelligence services to businesses.

This Privacy Policy applies to personal information collected by Growth Expert AI through:

• www.growthexpertai.com
• Executive Review and contact forms
• Business inquiries
• Email, telephone, and text communications
• Meetings and direct business interactions
• Other interactions where Growth Expert AI determines how and why personal information is processed

Client Data

This Privacy Policy does not govern personal information that Growth Expert AI processes solely on behalf of a client in connection with services we provide to that client, regardless of the systems, infrastructure, or service providers used to process that information.

That information (“Client Data”) is governed by our agreements with the applicable client, which may include master service agreements, statements of work, data processing agreements, confidentiality obligations, security requirements, and documented client instructions.

When Growth Expert AI processes Client Data on behalf of a client, the client determines the business purposes for which the information is processed, and Growth Expert AI processes the information in accordance with the applicable agreement and client instructions.

If you interact with a system, workflow, chatbot, communication channel, or other solution operated on behalf of one of our clients, that client’s privacy notice may also apply.

2. Information We Collect

The personal information we collect depends on how you interact with Growth Expert AI.

Information You Provide Directly

We may collect:

• First and last name
• Business email address
• Telephone number
• Company name
• Job title or business role
• Business address
• Company website
• Information about your business, operations, priorities, challenges, or opportunities
• Information submitted through an Executive Review or other inquiry form
• Meeting or scheduling information
• Information contained in emails, text messages, telephone conversations, or other communications
• Any other information you voluntarily provide

Information Collected Automatically

When you visit our website, we and service providers supporting the website may automatically receive technical or usage information such as:

• Internet Protocol address
• Browser type
• Device type
• Operating system
• Referring website or traffic source
• Pages viewed
• Date and time of access
• Website interactions
• Performance and diagnostic information
• Security-related information
• Cookie or similar technology identifiers

We use this information primarily to operate, secure, maintain, understand, and improve our website.

3. Information We Receive From Other Sources

Growth Expert AI may receive professional or business contact information from sources other than directly from you.

These sources may include:

• Publicly available business information
• Company websites
• Professional networking platforms
• Referrals and introductions
• Existing clients
• Business partners
• Conferences, events, or professional organizations
• Service providers supporting legitimate business development activities

Information obtained from these sources may include your name, professional contact information, employer, business role, company information, and other publicly available professional information.

We may use this information for legitimate business-to-business communications, relationship development, and evaluating whether our services may be relevant to your organization, subject to applicable law.

4. How We Use Personal Information

We may use personal information to:

• Respond to inquiries
• Review Executive Review requests
• Schedule and conduct meetings
• Communicate with prospective and existing clients
• Understand business needs and opportunities
• Evaluate whether our services may be appropriate for an organization
• Provide, configure, implement, and support our services
• Manage client and business relationships
• Provide customer support
• Improve our website, services, and business processes
• Maintain website and system reliability
• Protect our systems and business from fraud, misuse, unauthorized access, and security threats
• Maintain appropriate business records
• Enforce contracts and protect legal rights
• Comply with legal, regulatory, tax, accounting, or contractual obligations
• Send communications requested by or consented to by the recipient

We seek to collect and use personal information in a manner that is reasonably necessary and proportionate to the applicable business purpose.

5. Artificial Intelligence and Automated Technologies

Growth Expert AI develops, implements, and operates systems that may incorporate artificial intelligence, automation, workflow orchestration, data analysis, and decision-support technologies.

Depending on the applicable service or client engagement, these technologies may assist with:

• Responding to or routing inquiries
• Organizing or classifying information
• Summarizing information
• Supporting communications and follow-up
• Connecting business systems
• Automating workflows
• Analyzing business or operational information
• Identifying patterns, trends, risks, or opportunities
• Prioritizing information for review
• Supporting human decision-making

Automated Decision-Making

Growth Expert AI does not use personal information collected through this website to make solely automated decisions that produce legal or similarly significant effects on individuals.

Client implementations involving artificial intelligence or automated processing are governed by the applicable client engagement, system design, contractual requirements, and client instructions.

6. Client Data

Growth Expert AI may access or process Client Data while providing services including:

• Customer engagement
• Technology implementation
• Systems integration
• Workflow automation
• Analytics
• Business process optimization
• Operational intelligence

When acting on behalf of a client, Growth Expert AI may act as a service provider, contractor, processor, or similar role under applicable law or contract.

Our clients are responsible for establishing appropriate rights, notices, consents, permissions, and lawful authority for personal information they collect or make available to Growth Expert AI.

If you wish to exercise rights regarding information collected by a Growth Expert AI client, you should generally contact that client directly.

We may assist clients in responding to valid privacy requests where required by our agreements or applicable law.

7. Sensitive and Regulated Information

Our general website forms and public communication channels are not intended for highly sensitive or regulated personal information.

Unless Growth Expert AI specifically requests such information through an approved process, please do not submit:

• Social Security numbers
• Financial account credentials
• Payment card information
• Government identification numbers
• Passwords or authentication credentials
• Medical records
• Protected health information
• Highly sensitive employment information
• Other regulated, confidential, or highly sensitive personal information

Where a client engagement requires Growth Expert AI to process regulated or sensitive information, separate contractual, technical, privacy, or security requirements may apply.

8. Meeting Recording and Transcription

Growth Expert AI may use recording, transcription, note-taking, or artificial intelligence technologies in connection with certain meetings, calls, demonstrations, or business discussions.

Where we record or transcribe a communication, we provide notice and obtain consent where required by applicable law.

Recordings, transcripts, summaries, or meeting notes may be used for purposes such as:

• Documenting business requirements
• Preparing project notes
• Supporting implementation
• Maintaining accurate records
• Producing meeting summaries
• Following up on agreed actions

Participants should not disclose sensitive or regulated personal information during recorded or transcribed meetings unless appropriate arrangements have been made.

9. Cookies and Similar Technologies

Growth Expert AI uses cookies and similar technologies to operate, secure, analyze, and improve our website.

Cookies and similar technologies may store or access information on your device.

Essential Cookies

Essential technologies may support:

• Website functionality
• Website security
• Page delivery
• Form functionality
• Session management
• Cookie preferences
• Fraud and abuse prevention
• Technical reliability

Essential technologies may operate without separate consent where permitted by applicable law.

Analytics Cookies

We may use optional analytics technologies to understand how visitors interact with our website.

Information may include:

• Pages viewed
• Traffic sources
• Device and browser characteristics
• Website performance
• Navigation behavior
• General interaction patterns
• Aggregate usage trends

We use analytics information to understand and improve website performance, content, and user experience.

Where applicable law requires consent, optional analytics technologies will not be activated until consent has been provided.

10. Cookie Preferences and Tracking Choices

When you visit our website, you may be presented with cookie controls that allow you to:

• Accept non-essential cookies
• Reject non-essential cookies
• Manage available preferences

Rejecting non-essential cookies will not prevent you from accessing the core functionality of our website.

Where available, you may modify your cookie preferences using the cookie controls provided on the website.

Your browser may also allow you to block or delete cookies and other locally stored information.

Disabling certain technologies may affect website functionality.

Our cookie preference interface may provide additional information about the cookies and similar technologies currently in use.

11. Analytics, Advertising, Sale, Sharing, and Online Tracking

We may use website analytics and monitoring providers to understand website traffic, performance, and visitor interactions.

These providers may process limited technical information necessary to provide their services.

As of the Last Updated date of this Privacy Policy, Growth Expert AI does not sell or share personal information as those terms are defined under the California Consumer Privacy Act.

Growth Expert AI also does not currently use third-party advertising or cross-context behavioral tracking technologies designed to track visitors across unaffiliated websites for targeted advertising purposes.

If our practices change, including through the introduction of advertising pixels, cross-context behavioral advertising, retargeting technologies, or similar tools, we will update this Privacy Policy and provide any notices, consent mechanisms, or opt-out rights required by applicable law.

12. How We Disclose Personal Information

We may disclose personal information to service providers and other parties when reasonably necessary to operate our business.

Categories may include:

• Cloud hosting and infrastructure providers
• Database and storage providers
• Customer relationship and communications providers
• Workflow and integration providers
• Artificial intelligence and automation providers
• Website analytics and monitoring providers
• Security and fraud-prevention providers
• Telecommunications and messaging providers
• Scheduling and productivity providers
• Payment and billing providers
• Professional advisers, including attorneys, accountants, consultants, and insurers

We may also disclose information:

• At your direction
• With your consent
• As reasonably necessary to provide requested services
• To perform or enforce an agreement
• To protect Growth Expert AI, our clients, users, or others
• To investigate fraud, misuse, security incidents, or unlawful activity
• To comply with lawful legal process or government requests
• To establish, exercise, or defend legal claims
• As part of a merger, acquisition, financing, restructuring, sale of assets, or similar transaction

Where appropriate, we use contractual or other measures designed to govern service providers’ handling of personal information.

More detailed information regarding subprocessors may be made available to clients where appropriate under applicable agreements.

13. SMS and Mobile Information

If you provide your mobile number and consent to receive text messages from Growth Expert AI, we may use your number and related information for the purposes described when consent is obtained.

These communications may include matters such as:

• Executive Review requests
• Scheduling
• Requested information
• Service communications
• Account or project-related updates

Where separate consent is obtained for marketing communications, we may send marketing communications consistent with that consent.

Mobile Information

Mobile telephone information and text-message opt-in consent will not be sold or provided to third parties or affiliates for their own marketing or promotional purposes.

Information may be provided to service providers supporting message delivery, customer service, or related operational functions.

Text-message opt-in information and consent will not be provided to third parties for unrelated marketing purposes.

Operational SMS terms, including message frequency, carrier charges, opt-out instructions, and other program terms, may also be described in our Terms of Service or at the point consent is collected.

14. Legal Bases for Processing

If and to the extent European Economic Area or United Kingdom data protection law applies to our processing, we may rely on one or more of the following legal bases.

Consent

We may rely on your consent for activities such as optional analytics technologies or communications where consent is required.

Legitimate Interests

We may process information where reasonably necessary for legitimate business interests, including:

• Responding to business inquiries
• Developing and maintaining business relationships
• Operating and improving our website
• Maintaining security
• Preventing fraud and misuse
• Conducting legitimate business-to-business activities

Where required, we consider whether those interests are overridden by the rights and interests of affected individuals.

Contract

We may process information when necessary to enter into or perform an agreement.

Legal Obligation

We may process information where necessary to comply with applicable legal or regulatory requirements.

15. International Data Processing

Growth Expert AI is based in the United States.

We and service providers supporting our business may process or store information in the United States or other jurisdictions.

Data-protection laws in those jurisdictions may differ from the laws in your location.

Where applicable law requires a particular transfer mechanism, we may use appropriate contractual or other legally recognized safeguards for international data transfers.

16. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, or as otherwise required or permitted by law.

Retention is determined based on factors such as:

• The nature and sensitivity of the information
• The purpose for which it was collected
• The duration of the applicable business relationship
• Contractual requirements
• Security and fraud-prevention needs
• Business recordkeeping requirements
• Legal, tax, accounting, or regulatory obligations
• Dispute-resolution requirements
• Applicable client instructions

Our general approach is:

We may retain limited information for longer periods where required to comply with legal obligations or establish, exercise, or defend legal rights.

17. Data Security

Growth Expert AI maintains administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, use, alteration, disclosure, loss, or destruction.

The safeguards applied may vary based on the nature and sensitivity of the information, the systems involved, the services being provided, and the risks presented.

We also evaluate service providers that process information on our behalf and may use contractual, technical, or organizational measures appropriate to the services they perform.

No method of electronic transmission, storage, or security can guarantee absolute security.

Additional information regarding our approach is available on our Security & Governance page.

18. Your Privacy Rights

Depending on your location and applicable law, you may have rights regarding your personal information, which may include:

• Accessing personal information
• Requesting correction of inaccurate information
• Requesting deletion of information
• Requesting restriction of certain processing
• Objecting to certain processing
• Requesting portability of certain information
• Withdrawing consent where processing relies on consent
• Requesting information concerning certain disclosures
• Opting out of certain processing where provided by law
• Exercising applicable privacy rights without unlawful discrimination

To submit a privacy request, contact:

info@growthexpertai.com

We may take reasonable steps to verify your identity and authority before completing a request.

We will respond to valid requests within the timeframe required by applicable law.

Certain rights are subject to exceptions or limitations.

19. California Privacy Rights

To the extent Growth Expert AI is subject to the California Consumer Privacy Act (“CCPA”) with respect to your personal information, California residents may have rights including:

• The right to know
• The right to access
• The right to request deletion
• The right to request correction
• The right to opt out of qualifying sale or sharing
• The right to limit certain uses or disclosures of sensitive personal information where applicable
• The right to non-discrimination for exercising applicable rights

As of the Last Updated date, Growth Expert AI does not sell or share personal information as those terms are defined under the CCPA.

Where required by applicable law, we will process legally recognized opt-out preference signals for applicable activities.

Privacy requests may be submitted to:

info@growthexpertai.com

20. EEA and UK Privacy Rights

If and to the extent European Economic Area or United Kingdom data-protection law applies to our processing, you may have rights including:

• Access
• Correction
• Erasure
• Restriction of processing
• Objection to certain processing
• Data portability
• Withdrawal of consent
• The right to lodge a complaint with an applicable supervisory authority

Withdrawal of consent does not affect processing lawfully undertaken before consent was withdrawn.

Requests may be submitted to:

info@growthexpertai.com

21. Notice at Collection

Where required, we may provide a shorter privacy notice at or before the point personal information is collected.

For example, information provided through an Executive Review form may be used to:

• Review your request
• Respond to you
• Schedule a meeting
• Understand your business needs
• Evaluate whether Growth Expert AI may be able to assist your organization
• Maintain appropriate business records

That notice may link to this Privacy Policy for additional information.

22. Browser Privacy Signals and Online Tracking

Some browsers provide privacy signals such as Do Not Track (“DNT”) or Global Privacy Control (“GPC”).

Because there is no universally adopted standard governing traditional Do Not Track signals, our website may not respond to every DNT signal.

Where applicable law requires recognition of a legally recognized opt-out preference signal, Growth Expert AI will process such signals as required for applicable processing activities.

Growth Expert AI does not currently use third-party advertising or cross-context behavioral tracking technologies designed to track visitors across unaffiliated websites for targeted advertising purposes.

If those practices change, we will update this Privacy Policy and provide any notices or choices required by applicable law.

23. Children’s Privacy

Growth Expert AI provides business-to-business services.

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13 through our website.

If you believe a child has provided personal information to Growth Expert AI, please contact us so we can review the matter and take appropriate action.

24. Third-Party Websites and Services

Our website may contain links to websites, applications, or services operated by third parties.

Growth Expert AI does not control the privacy or security practices of third-party services that we do not operate.

Your interaction with those services is governed by the applicable third party’s privacy policies and terms.

25. Business Transfers

If Growth Expert AI is involved in a merger, acquisition, financing, restructuring, bankruptcy, sale of assets, or similar corporate transaction, personal information may be transferred or disclosed as part of that transaction, subject to applicable contractual and legal requirements.

26. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in:

• Our services
• Technology
• Business practices
• Legal or regulatory requirements
• Privacy or security practices

When this Privacy Policy changes, we will update the Last Updated date at the top of this page.

If a change materially affects how previously collected personal information is used, we will provide any additional notice or obtain consent required by applicable law.

27. Contact Growth Expert AI

If you have questions about this Privacy Policy, our privacy practices, or would like to submit a privacy request, contact: