Enroute Advisory (“Enroute Advisory,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it. This Privacy Policy explains what information we collect when you visit enrouteadvisory.com (the “Site”) or interact with us, how we use and share that information, and the choices available to you. By using the Site, you agree to the practices described in this Policy.

1. Information We Collect

We collect information in a few different ways:

Information you provide directly

• Contact and inquiry forms – when you fill out our contact form, we collect your name, email address, business name, team size, and anything you share about what you’re working through.
• Newsletter signup – when you subscribe to our newsletter, we collect your name and email address.
• Scheduling a call – when you book a free consultation or coaching session through our meetings scheduler, we (and our scheduling provider) collect your name, email address, and any details you provide about your business or goals.
• Client and coaching engagements – if you become a client, we may collect additional information relevant to the engagement, such as business details, goals, and communications exchanged during coaching.

Information collected automatically

• Usage data – pages visited, time on page, referring URL, browser and device type, and general location (city/region level), collected through analytics tools.
• Cookies and similar technologies – small files stored on your device that help the Site function and help us understand how visitors use it. See Cookies & Tracking below.

2. How We Use Information

We use the information we collect to:

• Respond to inquiries and schedule consultations or coaching sessions
• Deliver, manage, and improve our coaching and AI advisory services
• Send our newsletter and other communications you’ve opted into, and let you unsubscribe at any time
• Understand how visitors use the Site so we can improve content, layout, and performance
• Maintain the security and proper functioning of the Site
• Comply with legal obligations and enforce our Terms of Service

We do not sell your personal information, and we do not use your information for automated decision-making that produces legal or similarly significant effects.

3. Cookies & Tracking

The Site uses cookies and similar technologies for essential site functionality, analytics, and (where applicable) marketing. Specifically:

• Analytics cookies – we use Google Analytics (via the MonsterInsights plugin) to understand aggregate visitor behavior, such as which pages are viewed and how visitors arrive at the Site.
• Forms and scheduling cookies – our forms and meeting scheduler are powered by HubSpot, which may set cookies to remember your form entries, track engagement with our emails, and support scheduling.

Most browsers let you block or delete cookies through their settings. Blocking cookies may affect how parts of the Site function, such as forms or the scheduling widget.

4. Third-Party Services

We work with the following third-party service providers, each of which processes data under its own privacy policy:

• HubSpot – powers our contact forms, newsletter signup, email communications, and meetings scheduler.
• Google Analytics – provides aggregate Site usage analytics.
• Bluehost – our website hosting provider, which processes standard server logs (such as IP address) as part of hosting the Site.
• Zoom – used for video conferencing during coaching sessions.
• Chase – processes payments and invoicing for paid engagements.
• Anthropic’s Claude and OpenAI’s ChatGPT – AI-assisted tools primarily used to help take notes and summarize coaching conversations. Where available, we have enabled privacy settings to limit data retention and opt out of having our data used to train these providers’ models.

We encourage you to review these providers’ own privacy policies for details on how they handle information.

5. How We Share Information

We do not sell or rent your personal information. We may share information:

• With the service providers listed above, solely to operate the Site and deliver our services
• If required by law, regulation, legal process, or governmental request
• To protect the rights, property, or safety of Enroute Advisory, our clients, or others
• In connection with a business transition, such as a merger, acquisition, or sale of assets, in which case information may be transferred as part of that transaction

6. Data Retention

We retain personal information for as long as needed to fulfill the purposes described in this Policy, including maintaining client and business records, complying with legal and tax obligations, and resolving disputes. When information is no longer needed, we take reasonable steps to delete or de-identify it.

7. Your Rights & Choices

Depending on where you live, you may have rights regarding your personal information, which can include the right to access, correct, delete, or receive a copy of your data, and the right to object to or restrict certain processing. This may include rights under frameworks such as the EU/UK General Data Protection Regulation (GDPR) and U.S. state privacy laws (for example, the California Consumer Privacy Act, as amended by the CPRA).

To exercise any of these rights, contact us using the details in Contact Us below. You can also unsubscribe from our newsletter at any time using the link at the bottom of any email.

8. Data Security

We use reasonable administrative and technical safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. Children’s Privacy

The Site is intended for business owners and professionals and is not directed to children under 16. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can delete it.

10. International Visitors

Enroute Advisory is based in the United States. If you access the Site from outside the United States, your information will be processed and stored in the United States, which may have different data protection laws than your country of residence.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We will post the updated version here with a revised “Last updated” date. Continued use of the Site after changes take effect constitutes acceptance of the updated Policy.

12. Contact Us

If you have questions about this Privacy Policy or how we handle your information, reach out: