Last updated: October 2026. This is a plain-language summary of how we handle your information, not a substitute for legal advice — if you need this reviewed for a specific compliance requirement, have a lawyer look it over.

What we collect

When you submit our Automation Audit form, we collect what you enter: your name, business name, work email, website, industry, company size, the tools you use, the tasks that take up your time, and anything else you tell us. We don't collect payment information, and we don't use tracking cookies or analytics scripts on this site today.

How we use it

• To review your submission and reply with automation recommendations.
• To send you a confirmation email acknowledging your request.
• To follow up about a call or proposal, if you've asked for one.

We don't sell your information, and we don't share it with advertisers.

How it's handled

Form submissions are sent by email to our team via our email provider and are not stored in a separate database. The site itself is hosted on Cloudflare's infrastructure. Any booking made through our scheduling page is handled directly by that scheduling provider, subject to its own privacy policy.

Your choices

You can ask us to delete any information you've submitted, or ask what we have on file, at any time by emailing khateeb@planandraise.com. We'll act on that request promptly.

Changes to this policy

We may update this page as the site changes. Material changes will be reflected here with an updated date above.

Contact

Questions about this policy can be sent to khateeb@planandraise.com.