Privacy Policy

Last Updated: May 26th, 2025

This Privacy Policy describes how BenefitsAlly LLC (“BenefitsAlly,” “we,” or “us”) collects, uses, and shares your information when you visit our website or interact with our services, including the 3x3x3 Challenge, PitchForge, The Floor Report, and related tools and forms. By using our website or services, you agree to the terms of this Privacy Policy and our [Terms of Use]. If you do not agree, please do not use the site or submit information.

1. Information We Collect

We collect two types of information: Personal Information (information that identifies you directly) and Non-Personal Information (data that does not identify you on its own).

Personal Information

You may provide personal information when you:

  • Sign up for The Floor Report via Substack
  • Book a meeting using Calendly
  • Complete an intake form (e.g., to participate in the 3x3x3 Challenge or use PitchForge)
  • Communicate with us by email or through embedded forms on our site

The personal information we collect may include:

  • Name
  • Email address
  • Company name
  • Zip code or location
  • Other details you voluntarily share

We retain this information indefinitely unless deletion is requested.

Public Participation Data

Individuals who participate in the 3x3x3 Challenge are named publicly on our website and in related reports. This includes participant names, company names, and published videos.

2. How We Use Your Information

We use your information to:

  • Provide and improve our services
  • Respond to inquiries
  • Send newsletters or other communications you’ve opted into
  • Deliver PitchForge or Challenge-related content
  • Maintain analytics, improve site performance, and troubleshoot technical issues

You can unsubscribe from marketing emails at any time using the link in the email footer.

3. Non-Personal Information and Analytics

We automatically collect some information through cookies or server logs, such as:

  • IP address
  • Browser type and version
  • Operating system
  • Referring URL
  • Device type and usage patterns

We use these tools for internal analytics (e.g., Google Analytics) to understand how our site is used and improve the user experience. This information is not linked to your identity.
We do not use retargeting ads, behavioral advertising, or tracking pixels. We do not currently display a cookie consent banner, but we do not collect cookie-based data for marketing.

4. Third-Party Processors

We use trusted third-party tools to help run our business. These may process your data on our behalf:

  • Calendly (meeting scheduling)
  • Jotform (intake forms)
  • Substack (newsletter distribution)
  • HubSpot (CRM)
  • SproutVideo (video hosting and analytics)
  • Rev (transcription services)

These providers are contractually obligated to use your data only as needed to deliver their services.

5. Sharing Your Information

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

  • With service providers (listed above) solely for business operations
  • To comply with legal obligations or government requests
  • To protect the rights, safety, or property of BenefitsAlly, our users, or others

6. Your Rights

If you would like to access, correct, or delete personal information we hold about you, please email [email protected] with the subject line “Privacy Request.” We will honor reasonable requests in compliance with applicable laws.
California residents may also request a summary of personal information shared for marketing purposes. We do not currently share personal information with third parties for their own marketing use.

7. Children’s Privacy

We do not knowingly collect personal information from individuals under the age of 13. If we learn we’ve received information from a child without parental consent, we will delete it.

8. Data Security

We take reasonable steps to protect your personal information. However, no website or data transmission is completely secure. We cannot guarantee the security of information transmitted via the internet.

9. Third-Party Links

Our website may include links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before submitting information.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted here with a new “Last Updated” date. If the changes are material, we may notify you by email or other appropriate means.

CONTACT

If you have any questions about this Privacy Policy or how your information is handled, please contact:
[email protected]
Subject Line: Privacy Request

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