Privacy Policy

1. Information We Collect

When you use our website or complete the Quick Plan assessment, we may collect:

• Contact information (name, email address, phone number)
• Business information (industry, location, team size)
• Assessment responses you provide voluntarily
• Usage data (pages visited, time on site) via analytics tools

2. How We Use Your Information

We use collected information to:

• Provide you with your Quick Plan results and recommendations
• Follow up on your inquiry or booking request
• Send SMS messages if you have provided consent (you may opt out at any time by replying STOP)
• Improve our website and services

3. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to improve your browsing experience and help us understand how visitors use the site. These technologies may include:

• Essential cookies — required for the site to function correctly. These cannot be disabled.
• Analytics cookies — we use Google Analytics (via Google Tag Manager) to collect anonymized data about page views, session duration, and user behavior. This helps us improve the site over time. Google Analytics may set cookies on your device to track this information.
• Marketing and retargeting tags — we may use Google Tag Manager to deploy additional tracking tags in the future, including advertising pixels. We will update this policy if and when those tags are added.

You can control or disable cookies through your browser settings. Note that disabling cookies may affect how parts of the site function. To opt out of Google Analytics tracking across all websites, you can install the Google Analytics Opt-out Browser Add-on.

4. SMS Communications

If you provide your mobile number and consent to receive SMS messages, you may receive text messages from Pattern RevOps related to your inquiry. Message and data rates may apply. You can opt out at any time by replying STOP to any message. For help, reply HELP.

5. Information Sharing

We do not sell, rent, or share your personal information with third parties or affiliates for marketing or promotional purposes.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted.

We may share information with service providers who assist us in operating our website and conducting our business, subject to confidentiality agreements.

6. Data Security

We implement reasonable security measures to protect your information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

7. Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us at [email protected].

8. Contact

For privacy-related questions, contact us at: [email protected]

Pattern RevOps · Williamsville, NY 14221