Privacy Policy

• —You choose what to share. What you write in the box before you book stays on the open page. We keep it only if you book, send it to us, or start a conversation with our AI guide.
• —What you send or book is kept in our CRM, HubSpot, where the Value-First Team can read it.
• —Our AI guide is AI, not a human. Google's Gemini API writes its replies. Each time the guide replies, it sends Gemini what's in your box at that moment and your conversation so far. We don't keep those copies of your box.
• —A conversation with the guide is kept from your first answer, whether or not you then book or send anything. If you never tell us who you are, it's kept without your name until someone on our team removes it.
• —HubSpot's tracking code runs on every page of this site, and HubSpot also uses some of what it collects for its own products.
• —We don't sell your information, and we don't use it for advertising.
• —You can ask us to show you, correct or delete what we hold.

The guide is AI, not a human. Catalyst, our AI guide, can talk with you on the consult page before you pick a time. Before you book, it asks about what's going on and adds each of your answers to your box. After you book, it can talk with you if you didn't talk with it before: it asks about what you wrote and brings up things we've published that fit. Google's Gemini API writes its replies (see who handles your information, below). We send Gemini your words and the guide's questions, not your name or email address.

Before you book. Nothing from a conversation is saved until you answer the guide's first question. From then on, each of the guide's questions and each of your answers is saved in our CRM, exactly as said, where the Value-First Team can read it, whether or not you then book or send anything. If you had written in the box before you started, those words are saved with the conversation too.

Your box, while you talk with the guide. Each time the guide replies, it reads your box as it stands then, so it never brings back something you took out. The box goes to Gemini for that reply, and we keep none of those versions. You can change the box freely. Changing it never changes the saved conversation, and what you book or send is the box as you leave it. Nothing else is saved before you book: no summary, and no list of what you open.

• —If you then send us a note or book, the conversation is joined to your record and kept with it.
• —If you never tell us who you are, the conversation is kept without your name until someone on our team removes it. No automatic time limit applies.

After you book. If you talked with the guide before booking, that conversation is linked to your consult, and the guide isn't offered again. If you didn't, it can talk with you now, and that conversation is saved with your consult, along with a short summary the guide writes for the expert you'll meet. If you open something the guide brings up, that is saved too, and the page tells you so at that point. If you take the self-check, your answers are saved only if you choose to share them. If you bring a decision to the Belief Compass, it's saved only if you choose to share it.

What it notes about you. Once we know who you are, your record notes that you had a real conversation with the guide. We never make a score about you from what you said.

No account, no cookie. The box and the guide don't use an account or a cookie. Both live on the open page, so once you close or reload it, you can't go back to them.

HubSpot, Inc. is our CRM. It holds your record, the notes you send, your consult, and your conversations with the guide. Its tracking code runs on every page of this site. HubSpot processes this data for us as our data processor, under the data processing agreement that is part of HubSpot's customer terms. HubSpot also uses some of the data its tracking code collects on this site for its own products, including its buyer-intent and data-enrichment features. For that use, HubSpot decides how the data is used, under its own privacy policy. We encourage you to review HubSpot's Privacy Policy for how it handles data, including its cookies and any international data transfers.

Google handles your information in two ways:

• —Google Workspace sends the consult's calendar invite and Meet link, and keeps the event on our calendar and on the calendar of the expert you'll meet.
• —Google's Gemini API writes the guide's replies, reading your box as it stands each time before you book, and, after you book, its summary for your host. It also helps match what you wrote to work we've published, and answers a decision you bring to the Belief Compass. We send it your words, not your name or email address.

We use Google's paid Gemini API service, on our servers here and on valuefirststudios.com. Under Google's terms for that service, Google doesn't use what you type, or the guide's replies, to improve its products. Google keeps them for up to 55 days, only to detect and prevent misuse of its service and to meet legal requirements, and may process them in any country where it has facilities.

Our own services on valuefirststudios.com run the site search, find published work for the guide, and recognize which of the twelve complexity traps your words describe (they read up to the first 400 characters). They keep no record of what you typed.

Vercel (vercel.com) hosts this site. It serves pages and may log standard web server data (IP addresses, request timestamps, and related technical metadata) as part of normal hosting operations. Vercel's privacy policy governs that data. Our own servers use the address you connect from only briefly, in memory, to limit abuse; it isn't saved to any record.

Your record, and what you've sent or booked, is kept for as long as we need it to work with you and to meet legal obligations, or until you ask us to delete it.

A conversation with our AI guide from a visitor who never tells us who they are is kept without a name until someone on our team removes it. No automatic time limit applies. To have one removed, email us what you wrote and about when, and we'll find it and remove it.

What you write in the box and never book, send or talk through with the guide isn't kept, so there's nothing to remove.

If you'd like to:

• —See, correct, or delete the information we hold about you.
• —Object to or restrict how we use your information.
• —Withdraw your consent, or ask us to stop contacting you.

Contact us at the address below and we will respond within 30 days. We will honor your request to the extent practicable, and where legal obligations require us to retain certain records (such as records of commercial transactions), we will let you know.

California residents. Under the California Consumer Privacy Act (CCPA), California residents have additional rights including the right to know what personal information is collected, the right to request deletion, and the right to opt out of the sale of personal information. We do not sell personal information. To exercise your CCPA rights, contact us using the information below.

This site is not directed to individuals under 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us and we will delete it.

Questions about this policy or how we handle your data:

This document is prepared for attorney review and is not legal advice. It reflects the site's actual data practices as of the date above. Material changes to what this site collects (such as new analytics, a new form, an AI feature, e-commerce or user accounts) will require this policy to be updated before those changes go live.