Privacy Policy
At ExcelInsights, client privacy and data security are top priorities. This policy outlines how personal details and business data are collected, used, and safeguarded.
1. Information Collected
Contact Details: Name, email address, phone number, and company name submitted when booking an audit or filling out a contact request.
Client Business Data: Sample spreadsheets, raw CSV exports, or reporting specifications explicitly shared during audit calls or custom pipeline builds.
Technical Metrics: Standard website usage data, IP addresses, and cookies gathered by the website platform (Systeme.io).
2. How Information Is Used
To engineer and deliver custom Power Query and Excel reporting systems.
To schedule and conduct requested 15-minute audit calls.
To issue project updates, invoices, and direct client communications.
3. Data Security & Confidentiality
Strict Confidentiality: All raw sales, advertising, inventory, and financial data shared during audit calls or builds remains 100% confidential and is utilized solely to construct your automated data pipeline.
Zero Data Monetization: Personal and business data is never sold, rented, leased, or traded to third parties under any circumstances.
4. Third-Party Services Standard, secure third-party platforms are utilized to support business operations (such as website hosting via Systeme.io and scheduling tools via Cal.com). These service providers process data strictly in compliance with standard security and privacy protocols.
5. Your Rights You retain full rights to request access to, updates for, or complete deletion of any stored contact details at any time by sending a direct message.
6. Contact For any privacy inquiries, data requests, or general questions, please visit the Contact page to send a direct message.