Privacy Policy

1. Our Commitment: We Never Sell Your Data

BWSP never sells, rents, or trades client data or personal information, and never monetizes it through advertising. We do not share it with data brokers or advertisers, and we do not use client business data for targeted advertising. We use the information you provide only to deliver, support, and improve the Services you or your organization have engaged us for, as described in this Policy.

2. Information We Collect

We collect information you choose to give us, information generated when you use the Services, and limited technical information. This includes:

• Website forms and diagnostics: information you submit through the Friction Diagnostic and other forms on our website, and through any intake, discovery, or assessment forms we send you (including Tally forms), such as your name, email, phone number, company name, role, industry, and answers about your operations, finances, and processes. Your answers are saved in your own browser as you go. Your contact details (name, email, phone, company) and how far you have progressed are sent to us as soon as you enter them, before you submit, so we can help you finish an unfinished diagnostic.
• Contact forms: your name, email address, and the content of your message when you contact us through our website.
• Softr onboarding and portal inputs: account details (such as name, email, role, and organization), onboarding answers, and the business records, files, and updates you or your team enter into your client portal.
• Payment information: billing name, email, and transaction details processed by Stripe. Full card numbers are handled by Stripe and are not stored by BWSP.
• Technical and usage information: basic log and device data such as browser type, IP address, pages visited, and session cookies needed to keep you signed in and secure.
• How you found us: the website or campaign that referred you (for example a referral partner link, a search engine, or a tagged link such as utm_source), recorded once in your browser and attached to your submission.

3. How We Use Information

• To respond to inquiries and schedule consultations;
• To onboard clients, create and manage portal accounts, and control access;
• To perform diagnostics, build dashboards and models, and deliver consulting services;
• To process invoices and payments;
• To maintain the security, integrity, and performance of the Services;
• To communicate about your engagement, including service and account notices;
• To email you your diagnostic results and a small number of follow-up messages about them (for example, a reminder to finish an unfinished diagnostic and up to three follow-ups), which you can stop at any time with the unsubscribe link;
• To create de-identified, aggregated data as described in Section 5; and
• To comply with legal obligations and enforce our agreements.

4. Third-Party Service Providers

We process information using trusted third-party platforms that act on our behalf to operate the Services. Each processes data under its own terms and security practices:

• Netlify: hosts our public website at bwstrategicpartners.com and securely relays website form and diagnostic submissions to our systems.
• Google Workspace: our email (Gmail), calendar and appointment booking, and the Google Sheets and Google Drive files where we keep diagnostic submissions, contact messages, and any files you upload.
• Softr: hosts our client portals and manages portal user accounts and sign-in.
• Airtable: stores and organizes client operational and portal data.
• Tally: collects form submissions for intake, discovery, and diagnostics.
• Stripe: processes payments and stores payment method details.
• Workflow-automation providers: move data between the platforms above to run the automations in client portals.
• E-signature providers: collect signatures on agreements and, where a client engagement includes it, on client change orders.

We may also use standard business tools for email, file storage, scheduling, and productivity, including AI-assisted productivity tools used under business terms. We share only the information those providers need to perform their function. These providers may process information in the United States and other countries where they operate. We may also disclose information if required by law, to protect the rights or safety of BWSP or others, or in connection with a merger, acquisition, or sale of assets, in which case this Policy will continue to apply to the information transferred.

5. Client Data and Confidentiality

Business data that a client organization submits to its portal is treated as confidential and is used only to provide Services to that client. Access to each client portal is limited to authorized users. Any additional confidentiality terms in a Client Agreement also apply.

When our clients enter information about their own employees, crews, customers, or vendors into a portal (for example, time entries or change orders), we process that information on the client's behalf as its service provider. The client's own privacy practices govern that information, and requests about it should be directed to the client.

We may create de-identified, aggregated data that does not identify any client or individual and use it to improve our diagnostics and industry benchmarks.

6. Cookies and Do Not Track

Our website and portals use cookies and similar technologies that are necessary for sign-in, security, and basic functionality. Our website also uses your browser's local storage to save your Friction Diagnostic progress on your device and to remember how you first found our site; this information stays in your browser until you submit a form or clear your browser data. Our platform providers may also use limited analytics cookies to measure performance. We do not use advertising or retargeting cookies. You can control cookies through your browser settings, but disabling necessary cookies may prevent portal features from working.

Our Services do not currently respond to browser "Do Not Track" signals.

7. Data Retention

We keep personal information for as long as needed to provide the Services, maintain business records, and meet legal, tax, and contractual obligations. When information is no longer needed, we delete or de-identify it within a reasonable period.

8. Security

We use reasonable administrative, technical, and organizational safeguards, including access controls and role-based portal permissions, to protect personal information. If we confirm unauthorized access to personal information in systems we control, we will notify affected clients and individuals as required by applicable law. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

9. Your Choices and Rights

Depending on where you live, you may have the right to request access to, correction of, deletion of, or a copy of your personal information, and to opt out of certain processing. Virginia residents may have rights under the Virginia Consumer Data Protection Act where it applies. To make a request, email onboarding@bwstrategicpartners.com. We will verify your request and respond within the time required by applicable law. You may appeal a decision by replying to our response.

You may opt out of non-essential emails at any time by using the unsubscribe link or by contacting us.

10. Children's Privacy

The Services are intended for businesses and are not directed to children under 16. We do not knowingly collect personal information from children.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last Updated" date above shows when it was last revised. Material changes will be posted on this page, and we will email portal account holders about them.

12. Contact Us

All privacy and data inquiries should be directed to onboarding@bwstrategicpartners.com. Blue Water Strategic Partners LLC, Mathews, Virginia.