How we handle the information you share.
Plain language for contact forms and the AI Readiness Audit.
Who we are
Custom Intelligent Solutions (“we,” “us”) helps established business owners find where time or revenue is being lost before they spend more on marketing or software. If you have questions about this policy, use the contact form on this site and mention “Privacy” in your message.
What we collect
Contact requests
When you submit the contact form, we typically receive:
- Name, email, phone (if provided), and company name
- Your message and preferred contact method
- A record that you consented to us using the information to respond
- Basic technical metadata (time submitted, page URL, and similar request headers needed for spam control)
AI Readiness Audit leads
When you take or unlock the audit / advisor experience, we may collect:
- Business profile answers you provide (industry, size, software, and how your business works)
- Audit responses and generated summary content needed to follow up
- Contact details you enter to receive results or unlock the advisor (name, email, company)
- Consent / agreement acknowledgements shown next to those forms
Please do not enter patient health information, financial-account numbers, passwords, government IDs, or other sensitive personal data in free-text fields.
Site analytics and hosting
Like most sites, our hosting and analytics providers may process IP address, device/browser type, pages viewed, and approximate location. We use this to keep the site reliable and understand which content helps owners. We do not build advertising profiles for sale.
How we use information
- Respond to your inquiry and schedule discovery conversations
- Deliver audit results, advisor access, and related follow-up about the problems you identified
- Improve question quality, scoring clarity, and site experience
- Prevent spam, abuse, and fraudulent submissions
- Meet legal, security, and record-keeping obligations
We do not sell your personal information. We do not use audit answers to train public AI models for unrelated purposes.
When we share information
We share information only with service providers who help us run the business. Examples include email delivery, form and API hosting, customer management software, and analytics. Our agreements limit them to providing those services. We may also disclose information if required by law or to protect rights, safety, and security.
Retention
Contact and audit lead records are kept as long as needed to respond, maintain a working relationship, and meet legitimate business or legal needs. You can ask us to delete or correct contact details; we will honor requests unless we must retain a record (for example, fraud prevention or legal compliance).
Security
We use reasonable administrative and technical safeguards appropriate for a consulting lead site. No internet transmission is perfectly secure. Please avoid sending passwords, sensitive credentials, or regulated personal data through these forms.
Your choices
- You can decline marketing-style follow-up and still receive a direct response to a request you initiated
- You can email us to access, correct, or delete contact information we hold about you
- Required consent checkboxes on forms are there so we only process voluntary lead submissions with a clear purpose
Children
This site is for business owners and operators. It is not directed at children under 13, and we do not knowingly collect their information.
Changes
We may update this policy as the product or legal requirements change. The “Last updated” date above will change when we do. Continued use of the contact or audit forms after an update means the revised notice applies to new submissions.
Contact
Custom Intelligent Solutions
Use the contact form and mention “Privacy” in your message.