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Privacy Policy

Effective Date: June 3, 2026
Business: Evalu8-Evolve
Website: www.evalu8-evolve.com
Privacy Contact: Sara Phelan
Email: sara@evalu8-evolve.com

Evalu8-Evolve respects your privacy and is committed to protecting the personal information you choose to share with us.

This Privacy Policy explains how we collect, use, store, disclose, protect, and manage personal information when you visit our website, download a resource, book a call, complete a form, join a webinar, purchase a service, participate in a program, or work with us as a client.

This Privacy Policy is designed to reflect Canadian privacy requirements, including the Personal Information Protection and Electronic Documents Act, also known as PIPEDA, and other applicable privacy laws where relevant.

1. Who We Are

Evalu8-Evolve provides business diagnostics, strategic growth planning, AI readiness support, AI guidelines, advisory services, coaching, workshops, templates, tools, and related business resources.

Our approach is:

Structure first. Then AI.

We help business owners and leadership teams use strategy, structure, and practical AI adoption to make better decisions, improve workflows, reduce risk, and create clearer plans for growth.

2. Scope of This Privacy Policy

This Privacy Policy applies to personal information collected through:

  • Our website
  • Contact forms
  • Download forms
  • Booking pages
  • Email communications
  • Webinar or workshop registrations
  • Strategy calls
  • Coaching, advisory, consulting, or diagnostic engagements
  • Client worksheets, assessments, workbooks, prompts, templates, surveys, or project materials
  • Payment and billing processes
  • Social media direct messages or other electronic communications
  • Any other interaction where personal information is shared with us
  • Name
  • Email address
  • Phone number
  • Business name
  • Job title or role
  • Website address
  • LinkedIn profile or social media profile
  • Business location
  • Billing and payment information
  • Information submitted through forms, surveys, assessments, downloads, or applications
  • Information shared during calls, meetings, workshops, webinars, coaching, advisory work, or consulting engagements
  • Feedback, testimonials, comments, or reviews you choose to provide
  • Emails, direct messages, notes, and other communications with us
  • Business goals
  • Business challenges
  • Team structure
  • Operational details
  • Workflow information
  • Marketing and sales information
  • Customer experience information
  • Leadership priorities
  • AI readiness information
  • AI use case ideas
  • Internal process notes
  • Project materials
  • Strategy documents
  • Worksheets, workbooks, templates, spreadsheets, transcripts, or recordings shared for client work
  • IP address
  • Browser type
  • Device type
  • Operating system
  • Pages visited
  • Referral source
  • Date and time of visit
  • Website activity
  • Cookie and analytics information
  • Visit our website
  • Complete a contact form
  • Download a resource
  • Subscribe to emails
  • Register for a webinar, event, workshop, or program
  • Book a call
  • Purchase a service
  • Complete an assessment, worksheet, survey, or questionnaire
  • Send us an email or direct message
  • Join a meeting or call
  • Share documents, recordings, transcripts, screenshots, spreadsheets, or other client materials
  • Provide feedback, testimonials, or comments
  • Interact with our website, emails, ads, or social media content
  • Respond to your inquiry
  • Deliver requested resources
  • Book and prepare for calls
  • Provide coaching, consulting, diagnostic, advisory, and strategic planning services
  • Deliver workshops, webinars, programs, templates, and tools
  • Customize recommendations, prompts, policies, SOPs, workbooks, assessments, or action plans
  • Support AI readiness, AI guidelines, workflow review, and strategic AI planning
  • Manage client relationships
  • Prepare proposals, invoices, contracts, and project materials
  • Process payments
  • Send relevant emails, updates, offers, event information, and business resources
  • Improve our website, content, services, tools, and client experience
  • Understand what content, offers, or resources are useful
  • Maintain business, tax, accounting, and legal records
  • Protect our website, systems, clients, business, and legal rights
  • Meet legal, regulatory, contractual, accounting, tax, or security obligations
  • Drafting
  • Summarizing
  • Research
  • Strategy development
  • Business diagnostics
  • AI readiness analysis
  • Workflow review
  • Prompt development
  • SOP creation
  • Policy drafting
  • Content planning
  • Client deliverables
  • Meeting notes, transcripts, and action summaries
  • Summaries
  • Recommendations
  • Workbooks
  • AI prompts
  • SOPs
  • Draft policies
  • Action plans
  • Strategy documents
  • Follow-up emails
  • Client deliverables
  • Pages visited
  • Time spent on the website
  • Links clicked
  • Resources downloaded
  • Forms completed
  • Referral source
  • Browser type
  • Device type
  • IP address
  • General location information
  • Website hosting providers
  • CRM platforms
  • Email marketing platforms
  • Scheduling tools
  • Payment processors
  • Video conferencing tools
  • Cloud storage providers
  • Document management tools
  • AI and productivity tools
  • Analytics tools
  • Advertising platforms
  • Professional advisors, including accountants, lawyers, consultants, or technical providers
  • To provide services you requested
  • To operate our website and business systems
  • To process payments
  • To manage client relationships
  • To communicate with you
  • To trusted service providers acting on our behalf
  • To professional advisors where needed
  • To enforce agreements or protect our legal rights
  • To collect unpaid amounts
  • To respond to legal, regulatory, court, or government requirements
  • To protect the safety, rights, property, or security of Evalu8-Evolve, our clients, website users, or others
  • In connection with a business transfer, restructuring, merger, sale, or similar transaction
  • The type of information
  • The nature of the relationship
  • Client service requirements
  • Legal, tax, accounting, and business record obligations
  • Dispute resolution needs
  • Security and fraud prevention needs
  • Consent withdrawal or deletion requests
  • Password-protected systems
  • Limited access to client information
  • Secure cloud-based platforms
  • Access controls
  • Review of sensitive information before use with AI tools
  • Reasonable internal privacy practices
  • Secure file management practices
  • Use of reputable service providers
  • Appropriate retention and disposal practices
  • Personal information about another individual
  • Confidential business information
  • Legal privilege
  • Security-sensitive information
  • Information that cannot be disclosed for legal or regulatory reasons
  • Frivolous, vexatious, or repetitive requests
  • The personal information collected
  • The purposes for collection
  • How the information may be used
  • Who may have access to the information
  • Where the information may be stored or processed
  • How long the information may be kept
  • How to contact the person responsible for privacy matters

This Privacy Policy does not apply to third-party websites, platforms, tools, or services that we do not own or control.

3. What Personal Information Means

Personal information means information about an identifiable individual.

This may include information that directly identifies you, such as your name or email address, and information that could identify you when combined with other details.

Business contact information, such as your name, business title, business email address, business phone number, or business address, may be treated differently under some privacy laws. However, we still aim to handle all contact information responsibly.

4. Personal Information We May Collect

We may collect personal information that you provide directly, including:

We may also collect business-related information that could include personal information, such as:

We may collect limited technical information when you use our website, including:

5. How We Collect Information

We may collect information when you:

We collect personal information by lawful and fair means and aim to collect only what is reasonably needed for the purpose identified.

6. Why We Collect Personal Information

We may collect, use, or process personal information to:

We do not collect personal information without a clear business purpose.

7. Consent

By submitting personal information to Evalu8-Evolve, using our website, booking a call, downloading a resource, registering for an event, or working with us, you consent to the collection, use, and disclosure of your personal information as described in this Privacy Policy.

In some cases, consent may be express. For example, you may check a box, complete a form, sign an agreement, or confirm your consent directly.

In other cases, consent may be implied by your actions. For example, if you contact us to ask about a service, we may use your contact information to respond.

You may withdraw consent at any time, subject to legal, contractual, business record, or service delivery requirements.

If you withdraw consent, we may not be able to provide certain services, resources, communications, or client deliverables.

8. Email Marketing and CASL

If you subscribe to our emails, download a resource, register for an event, attend a webinar, become a client, or otherwise provide consent, we may send you relevant emails about business strategy, AI readiness, strategic planning, events, offers, tools, and resources.

We aim to comply with Canada’s Anti-Spam Legislation, including requirements related to consent, sender identification, and unsubscribe options.

You can unsubscribe from marketing emails at any time by clicking the unsubscribe link in our emails or by contacting us directly.

We may still send non-marketing emails related to active client work, transactions, bookings, invoices, service delivery, or legal matters.

9. How We Use AI

Evalu8-Evolve may use artificial intelligence tools to support business operations and client work.

AI may assist with:

AI does not replace human review, professional judgment, or final decision-making.

We do not intentionally enter sensitive, confidential, proprietary, or personally identifiable client information into public AI tools unless it is necessary for the agreed work, the client has provided the information for that purpose, appropriate safeguards are used, and the information is minimized, generalized, or anonymized where possible.

For more detail, please review our AI Use Policy.

10. Client Materials and Business Information

As part of our work, clients may share business documents, workbooks, spreadsheets, assessments, recordings, transcripts, strategy notes, financial summaries, workflow details, HR or team information, customer experience information, marketing materials, sales materials, operational details, or other business content.

We use client materials only to deliver the agreed service, support the client relationship, prepare deliverables, and maintain appropriate business records, unless otherwise agreed in writing.

We do not sell client materials, client documents, client business data, or client personal information.

11. Call Recordings, Transcripts, and Notes

With your knowledge or consent, we may record calls, create transcripts, or take notes to support client delivery, strategy work, project planning, follow-up, and deliverable preparation.

These materials may be used to prepare:

You may request that a call not be recorded.

12. Cookies, Pixels, and Website Analytics

Our website may use cookies, pixels, server logs, analytics tools, or similar technologies to understand website activity, improve user experience, measure content performance, and support marketing.

These tools may collect information such as:

We may use tools such as website analytics, social media pixels, email tracking, advertising platforms, or CRM tracking to understand how visitors interact with our website and content.

You can adjust your browser settings to block, delete, or manage cookies. Some website features may not work properly if cookies are disabled.

13. Third-Party Tools and Service Providers

We may share limited personal information with trusted third-party service providers that help us operate our business and deliver our services.

These may include:

These providers may collect, store, process, or access information as needed to provide their services to us.

Third-party providers may have their own privacy policies, security practices, and terms of service.

14. Disclosure of Information

We do not sell, rent, lease, or trade your personal information.

We may disclose personal information:

Where possible, we aim to limit disclosure to what is reasonably necessary.

15. Cross-Border Storage and Processing

Some of the tools and platforms we use may store or process information outside Canada.

This means personal information may be subject to the laws of the country where it is stored or processed.

We aim to use reputable providers and reasonable safeguards based on the type and sensitivity of the information involved.

16. Retention of Personal Information

We keep personal information only as long as reasonably needed for the purposes described in this Privacy Policy, unless a longer period is required or permitted by law.

Retention periods may vary depending on:

When personal information is no longer needed, we take reasonable steps to delete, anonymize, archive, or securely dispose of it.

17. Safeguards

We use reasonable administrative, technical, and organizational safeguards to protect personal information against loss, theft, unauthorized access, disclosure, copying, use, or modification.

Safeguards may include:

No method of transmission or storage is completely secure.

Email, online forms, cloud tools, and internet-based platforms carry some level of risk. Please avoid sending highly sensitive information by email unless appropriate safeguards are in place.

18. Accuracy and Correction

We rely on you to provide accurate, complete, and up-to-date information.

You may contact us to request that your personal information be corrected or updated.

19. Access to Personal Information

You may request access to the personal information we hold about you.

We may need to verify your identity before responding.

Access may be limited where permitted or required by law, including where information includes:

Where access is denied or limited, we will provide an explanation where required.

20. Withdrawal of Consent

You may withdraw consent to the use of your personal information, subject to legal, contractual, service delivery, tax, accounting, and business record requirements.

To withdraw consent, contact us using the contact information below.

If you withdraw consent, we may not be able to provide certain services, communications, resources, or client deliverables.

21. Privacy Incidents and Breaches

If we become aware of a privacy incident involving personal information, we will take reasonable steps to assess the situation, contain the incident, reduce risk, and respond appropriately.

Where required by applicable law, we will notify affected individuals and the appropriate privacy authority.

We will also maintain records of privacy breaches where required by law.

22. Quebec Residents

If we collect personal information from Quebec residents, additional privacy requirements may apply.

Where applicable, we aim to provide clear and simple information about:

If technology is used to identify, locate, or profile a person, we will aim to provide appropriate information as required by applicable Quebec privacy law.

23. Children’s Privacy

Our website and services are intended for business owners, leaders, professionals, entrepreneurs, and adult users.

We do not knowingly collect personal information from children.

24. Third-Party Links

Our website, emails, resources, or content may include links to third-party websites, tools, platforms, booking pages, payment processors, social media pages, or other resources.

We are not responsible for the privacy practices, security, content, policies, or terms of third-party websites or platforms.

You should review the privacy policies and terms of any third-party service before submitting personal information.

25. Testimonials, Feedback, and Public Comments

If you provide a testimonial, review, comment, endorsement, or feedback, we may ask for permission to use it in our marketing, website, proposals, social media, or other business materials.

We will not intentionally publish sensitive personal information without consent.

You may request that we stop using a testimonial or public comment, subject to reasonable business, legal, or archival limitations.

26. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, website, tools, AI practices, legal requirements, or business operations.

The most recent version will be posted on our website with the updated effective date.

Your continued use of our website or services after changes are posted means you accept the updated Privacy Policy.

27. Contact Us

For questions, access requests, correction requests, consent withdrawal, or privacy concerns, contact:

Sara Phelan
Evalu8-Evolve
Email: sara@evalu8-evolve.com
Website: www.evalu8-evolve.com