This privacy policy explains what information Driftless Agency collects through this website and how that information is used.

Information We Collect

When you fill out a contact form, book a meeting or otherwise interact with our site, we may collect details such as your name, email address, company name, phone number, and any other information you voluntarily submit. We also automatically collect certain technical information, such as your IP address, browser type, device type, and pages visited, through the analytics tools described below.

How We Use Your Information

We may use the information collected to: respond to inquiries and provide requested services; manage our relationship with you through our CRM; send updates, newsletters, or marketing communications; understand and improve website performance and content; and maintain internal records of business communications.

Third-Party Services and Tools

We use a number of third-party tools to operate our website and business, which may process personal or usage data as follows:

Google Analytics and Google Search Console (part of Google Workspace) collect website usage data, such as pages visited, referral source, approximate location, and device/browser information, to help us understand site traffic and search performance.

HubSpot is used as our CRM and marketing platform to manage contact information, form submissions, and email communications.

Slack is used for internal team communication and, in some cases, for direct communication with clients through shared channels, which are set up with the client’s consent.

Granola and Fathom are used internally as AI-powered meeting assistants to record, transcribe, and/or summarize calls, which may include calls with prospects or customers.

Claude (by Anthropic) and Lucid are used as internal productivity and collaboration tools and do not directly collect personal information from website visitors.

Each of these providers has its own privacy practices governing the data they process on our behalf, and we encourage you to review their respective privacy policies for more detail.

How We Protect Your Information

We use industry-standard security measures to protect personal information, including restricting access to authorized personnel and relying on the security practices of our third-party service providers. Payment transactions, if applicable, are processed through a secure third-party payment processor, and we do not store payment card details on our own servers.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies (via Google Analytics and HubSpot) to understand site traffic, support marketing activities, and improve user experience. You can control cookie preferences through your browser settings.

Sharing of Information

We do not sell or trade your personal information to third parties. We share information only with the service providers listed above to the extent needed to operate our business, or when required by law or to protect our rights and safety.

Your Choices

You may opt out of marketing communications at any time via the unsubscribe link in our emails. You may also request access to, correction of, or deletion of your personal information by contacting us.

Contact Us

If you have questions about this privacy policy or our data practices, please contact us.

Last updated: 07-21-2026