Privacy Policy

At Dual Insight, LLC we are committed to protecting your privacy and handling your personal information with care, transparency, and respect. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our website, attend our webinars, engage with our consulting services, or communicate with us in any capacity.

By using our services or submitting your information to us, you agree to the practices described in this Policy. If you do not agree, please refrain from using our services.

1. Information We Collect

We may collect the following categories of personal information:

 

Information You Provide Directly

         Name and contact information (email address, phone number, mailing address)

         Business name, industry, and role

         Information submitted through our assessment questionnaires or intake forms

         Communications sent to us via email, chat, or contact forms

         Payment and billing information (processed through secure third-party payment providers)

         Information shared during clarity calls, consultations, or webinar sessions

 

Information Collected Automatically

         Pages visited on our website, time spent, and navigation patterns

         Referral source (how you found us)

         Cookies and similar tracking technologies (see Section 6)

 

Information from Third Parties

We may receive information about you from third-party platforms you use to interact with us, such as Zoom, calendar scheduling tools, email marketing platforms, or social media channels, in accordance with their respective privacy policies.

2. How We Use Your Information

We use the information we collect for the following purposes:

Service Delivery

         To provide, manage, and improve our consulting, implementation, and training services

         To conduct assessments (Future Ready Assessment and AI Opportunity Assessment)

         To schedule and facilitate clarity calls, webinars, and follow-up communications

         To develop customized AI and automation solutions tailored to your business needs

Communication

         To respond to your inquiries, questions, and requests

         To send service-related notifications, updates, and reminders

         To deliver educational content, newsletters, or promotional materials (with your consent)

Business Operations

         To process payments and maintain accurate billing records

         To analyze service usage and improve the quality of our offerings

         To comply with legal obligations and enforce our Terms of Service

         To detect, prevent, and address fraudulent or unauthorized activity

3. How We Share Your Information

Dual Insight does not sell, rent, or trade your personal information. We may share your information only in the limited circumstances described below.

Service Providers and Implementation Partners

We work with a network of vetted implementation experts, global consulting partners, and technology vendors who assist in delivering our services. These parties may access your information solely as necessary to perform their functions and are contractually required to protect your data in accordance with this Policy.

Technology Platforms

Our services may be delivered through or integrated with third-party platforms, including but not limited to Microsoft, Google WorkSpace, Zapier, Make, Zoom, and other automation or communication tools. Your use of these platforms is subject to their own privacy policies.

 Legal Requirements

We may disclose your information when required to do so by law, court order, or governmental authority, or when we believe disclosure is necessary to protect the rights, property, or safety of Dual Insight, our clients, or others.

Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our business assets, your information may be transferred to the acquiring entity, subject to the same privacy protections described in this Policy.

4. Data Security

We take reasonable and appropriate technical, administrative, and physical measures to protect your personal information against unauthorized access, loss, destruction, or alteration. These measures are designed to reflect the sensitivity of the data we handle and the current state of technology.

However, no method of transmission over the internet or method of electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of any credentials or access information you use to interact with our services.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Policy, comply with legal obligations, resolve disputes, and enforce our agreements. When your information is no longer needed, we will securely delete or anonymize it.

If you wish to request deletion of your personal information, please contact us using the details in Section 10.

6. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand how visitors interact with our content. Cookies are small data files placed on your device that help us recognize you on return visits and personalize your experience.

 

Types of Cookies We Use

         Essential Cookies: Required for core website functionality, such as navigation and form submissions.

         Analytics Cookies: Help us understand how visitors use our site so we can improve its performance and content.

         Marketing Cookies: Used to track the effectiveness of our promotional campaigns and communications.

 

You may adjust your browser settings to refuse or delete cookies; however, doing so may limit your ability to use certain features of our website. By continuing to use our site, you consent to our use of cookies as described here.

7. Your Rights and Choices

Depending on your location and applicable law, you may have certain rights with respect to your personal information, including:

 

         Access: The right to request a copy of the personal information we hold about you.

         Correction: The right to request that we correct inaccurate or incomplete information.

         Deletion: The right to request that we delete your personal information, subject to legal obligations.

         Opt-Out of Marketing: The right to unsubscribe from our marketing communications at any time by clicking the unsubscribe link in any email or contacting us directly.

         Data Portability: The right to request your data in a portable format where technically feasible.

 

To exercise any of these rights, please contact us at the information provided in Section 10. We will respond to your request within a reasonable timeframe and in accordance with applicable law.

8. Business Data

A core component of the services Dual Insight provides involves assisting clients with the process of cleaning, organizing, and preparing business data for use in AI systems and automation workflows. This may require access to client-provided business data, internal records, or operational information.

Any business data you share with us for the purposes of service delivery is treated as confidential and is used solely to provide the agreed-upon services. We do not use your proprietary business data to train general AI models or share it with third parties beyond the vetted partners necessary to complete your project.

By engaging our services, you represent that you have the legal right to share any data you provide to us and that doing so does not violate the rights of any third party.

9. Minor Privacy

Our services are intended for business professionals, entrepreneurs, and organizational leaders. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have inadvertently collected information from a minor, we will take prompt steps to delete that information.

10. Third-Party Links and Integrations

Our website and services may contain links to third-party websites, tools, or platforms — including the AI and automation tools we recommend and implement for clients (such as Zapier, Make, Zoom, ChatGPT, Microsoft Copilot, Google AI, and others). This Privacy Policy does not apply to those third-party services.

We encourage you to review the privacy policies of any third-party tools you use in connection with our services. Dual Insight is not responsible for the privacy practices of external platforms.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or business operations. When we make material changes, we will update the Effective Date at the top of this document and, where appropriate, notify you by email or through a notice on our website.

Your continued use of our services following any update constitutes your acceptance of the revised Policy. We encourage you to review this Policy periodically.

12. Governing Law

This Privacy Policy is governed by and construed in accordance with the laws of the State of Colorado, without regard to its conflict of law principles. Any disputes arising under this Policy shall be resolved in the courts of competent jurisdiction in Colorado.

13. Contact Us

If you have any questions, concerns, or requests related to this Privacy Policy or the handling of your personal information, please do not hesitate to reach out to us:

 

Company: Dual Insight LLC

Website: www.dualinsight.com

Email: [email protected]

Mailing Address: 575 S Vine St, Denver CO 80209

©2026 Dual Insight. All Rights Reserved.