How your information moves.

We use Replit-hosted analytics (Umami) to count assessment page views, newly saved requests, views of unlocked interview instructions, and interview call-button clicks. Our regional policy enables optional measurement by default for visitors identified as being in the United States, unless they opt out. For all other or unknown locations, measurement stays off until permission is given. Saved refusals and browser Do Not Track or Global Privacy Control signals override regional defaults. Use “Privacy choices” at the bottom of any page to change or withdraw your choices without affecting your assessment.

To apply this policy, our server checks the network address supplied through our hosting proxy against a local country database. We do not send it to an external geolocation service, return your address or country to the page, or store it as part of this lookup. Country detection is approximate; VPNs and proxy services can affect it. If the lookup fails, we request permission instead.

Our custom assessment analytics events contain only a fixed event name, a fixed assessment page path and title, and the hosting tracker’s website identifier. They do not contain names, business names, email addresses, phone numbers, reference codes, receipt tokens, challenge text, or other form-field contents. We do not include URL query strings, fragments or referring URLs, and automatic Replit analytics pageview collection is disabled in favor of these limited events.

Your analytics preference is stored in this browser’s local storage until you change it or clear browser storage. This is separate from the necessary assessment-access cookie. Analytics delivery uses our hosting provider’s service; network requests necessarily expose connection information such as an IP address to that service. We do not associate analytics events with your saved assessment record.

Retries of the same saved request are not counted as new sign-ups. Optional analytics can miss events when permission is declined, a tracker is blocked, or a response or analytics request is lost. A call-button click is not proof that a call connected or an interview was completed. Calls and interview completion are not integrated into website analytics.

After a successful assessment submission, we set a necessary access cookie so this browser can open the private interview instructions. It expires after 14 days. “Clear access on this device” removes that browser access, not the information you submitted.

To reduce spam, our intake service temporarily stores a rotating hashed network identifier and request count rather than a raw IP address. Our chat and scheduling providers may use their own cookies under their own policies.

When you submit the free automation assessment form, we collect your name, business name, email address, phone number, and, if you choose, your website and a short description of where work piles up. We also record that you checked the acknowledgement box and when you submitted.

Please do not enter passwords, payment details, health information, or customer records in the form.

Form submissions are stored in a database hosted on Replit, our website hosting provider, and sent to HighLevel (LeadConnector), our customer relationship management provider, when the connection is available. This includes your contact and business details, assessment reference, and acknowledgement record. We use the information to run your assessment, prepare recommendations, and follow up with you about the assessment and any work you ask us about. A browser cookie is set after you submit so this device can display your private next-step instructions; you can clear it from the instructions page.

The interview happens by phone, not on this website. The call may be recorded and transcribed, and processed by our telephone and AI service providers so ClearPilot can review an AI-assisted analysis.

Checking the box on our form is not, by itself, consent to be recorded. You should hear a separate notice and be asked for consent at the start of the call. If you prefer not to use the AI interview, call (760) 759-6375 and ask for a non-recorded conversation with a person.

The chat assistant on this site and our scheduling calendar are provided by HighLevel (LeadConnector). Information you share there is handled by that provider under its own terms. Assessment submissions also sync to HighLevel when available. Automated assessment emails and reminders are not configured at this time.

Google Ads measurement follows the same regional defaults, with its own separate choice in “Privacy choices.” You may allow website analytics while declining advertising measurement, or the reverse. Declining or withdrawing advertising permission stops the Google tag without affecting your assessment. Browser Do Not Track and Global Privacy Control signals override permission. Explicit choices are stored separately in this browser’s local storage until changed or cleared; a regional default is not stored as consent.

When allowed, Google may collect information about your visit, browser, device, and interactions with our advertising, and may use cookies or similar technologies for measurement. Advertising personalization and enhanced conversions are disabled. We supply a fixed page title and our website’s root URL, optionally including only Google’s advertising click identifiers (gclid, gbraid, or wbraid) to support attribution—not arbitrary query parameters, fragments, private page paths, or referring URLs. We do not send contact information, business details, form answers, assessment references, or interview access tokens to Google through this tag.

When the assessment conversion action is configured, a newly saved assessment can also send a Google Ads conversion event if advertising measurement is allowed at the moment of submission. A random transaction identifier prevents duplicate counting; it is not your assessment reference or form submission key. Replayed submissions and thank-you-page reloads do not send a new conversion. Submissions made without permission are not sent retroactively. A saved form is not proof of a completed interview, booked meeting, or sale.

Read how Google uses information from sites that use its services. You can manage personalized advertising through Google My Ad Center and manage cookies in your browser settings.

Our hosting, phone, AI, chat, and scheduling providers each have their own terms and data practices. We do not control those practices, and we are still confirming retention details with each provider.

We keep assessment information as long as needed for the assessment and any resulting business relationship, and as required by law.

You can ask us to access, correct, or delete the information you submitted. We will respond to requests subject to applicable legal requirements and our ability to verify the request.