Privacy Policy

We collect information in the following ways:

Information you provide

When you fill out a form, request a strategy call, download a resource, subscribe to communications, or contact us directly, we collect the information you choose to share - typically your name, email address, phone number, company name, role, and any message or details you include.

Information collected automatically

When you visit the Site, we and our service providers automatically collect certain technical information, including your IP address, browser type, device identifiers, pages viewed, referring URLs, and the dates and times of your visits. We collect this through cookies and similar technologies (see Cookies & Tracking).

Information from third parties

We may receive information about you from analytics providers, advertising platforms, and business data providers to help us understand our audience and improve our outreach.

We use the information we collect to:

• Respond to your inquiries and schedule strategy calls;
• Provide, operate, and improve our services and the Site;
• Send you relevant communications, including newsletters, insights, and offers (you can opt out at any time);
• Measure and analyze Site performance, engagement, and marketing effectiveness;
• Detect, prevent, and address fraud, security issues, and technical problems; and
• Comply with legal obligations and enforce our agreements.

Where applicable law (such as the EU/UK GDPR) requires it, we rely on the following legal bases to process your personal information: your consent; the performance of a contract with you; our legitimate interests in operating and growing our business; and compliance with legal obligations. Where we rely on consent, you may withdraw it at any time without affecting prior processing.

We use cookies, pixels, and similar technologies to operate the Site, remember your preferences, analyze traffic, and support advertising. These include essential cookies required for the Site to function, analytics cookies (such as Google Analytics), and marketing cookies set by advertising partners.

Most browsers let you refuse or delete cookies through their settings. Disabling certain cookies may limit your ability to use some features of the Site.

We do not sell your personal information. We share it only:

• With service providers who perform functions on our behalf (such as hosting, analytics, email delivery, and CRM), under contracts that require them to protect your information;
• With advertising and analytics partners to measure and improve our marketing;
• In connection with a business transaction, such as a merger, acquisition, or sale of assets; and
• When required to comply with the law or to protect the rights, property, or safety of Revenue Institute, our clients, or others.

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

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

Depending on where you live, you may have the right to access, correct, update, or delete your personal information; to object to or restrict certain processing; to port your data; and to opt out of marketing communications or the sale or sharing of personal information. Residents of California (under the CCPA/CPRA) and the EU/UK (under the GDPR) have specific rights, including the right not to receive discriminatory treatment for exercising them.

To exercise any of these rights, contact us at hello@revenueinstitute.com. We will respond within the timeframe required by applicable law. You can unsubscribe from marketing emails at any time using the link in each message.

The Site may contain links to third-party websites and services that we do not control. This policy does not apply to those sites, and we encourage you to review their privacy practices separately.

The Site is intended for businesses 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 information, please contact us so we can delete it.

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. Material changes will be communicated through the Site or by other appropriate means. Your continued use of the Site after changes take effect constitutes acceptance of the revised policy.

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