Privacy Policy
RootPath Advisors is a technology procurement advisory business. Our websites help business owners, executives, and IT leaders learn about our services, submit inquiries, and schedule conversations about software, hardware, cloud, security, connectivity, backup, disaster recovery, communications, and managed IT decisions.
Information We Collect
- Information you choose to provide. If you submit an inquiry, email us, or schedule a call, we may collect details such as your name, company, email address, phone number, project details, vendor concerns, procurement goals, and any other information you share with us.
- Scheduling and form information. Our sites may use third-party tools such as HubSpot forms and Microsoft scheduling services to collect meeting requests and inquiry details on our behalf.
- Technical and usage information. Like most websites, our hosting and service providers may automatically receive information such as IP address, browser type, device information, referring pages, approximate location, timestamps, and basic site interaction data.
- Communications records. If you contact RootPath Advisors, we may keep records of the message and our response.
How We Use Information
- To respond to inquiries and schedule meetings.
- To understand your technology procurement needs and determine whether RootPath Advisors is a good fit.
- To provide and improve advisory services, proposals, follow-up communications, and client support.
- To maintain site security, protect against misuse, and troubleshoot technical issues.
- To comply with legal obligations and enforce our rights.
How We Share Information
RootPath Advisors does not sell personal information. We may share information in the following limited situations:
- With service providers that help us operate our website, scheduling, email, inquiry intake, hosting, or communications.
- With trusted partners or vendors when you ask us to help evaluate options or facilitate a procurement process, and only as needed for that engagement.
- When required by law, subpoena, court order, or to protect the rights, safety, or property of RootPath Advisors, our users, or others.
- As part of a business transition such as a merger, sale, or transfer of assets, if one ever occurs.
Cookies and Similar Technologies
RootPath Advisors websites and the third-party tools embedded in them may use cookies, pixels, local storage, or similar technologies for basic functionality, performance, security, scheduling, and form handling. Because some of those tools are provided by third parties, their own privacy policies may also apply.
Data Retention
We keep information for as long as reasonably necessary to respond to you, manage our business relationships, document advisory activity, comply with legal obligations, and resolve disputes. We may retain de-identified or aggregated information for business analysis.
Your Choices and Rights
Depending on where you live, you may have rights to request access to, correction of, deletion of, or limits on certain uses of your personal information. To make a request, email info@rootpathadvisors.com. We may need to verify your identity before completing a request.
Security
RootPath Advisors uses reasonable administrative, technical, and organizational measures to protect information we control. No internet transmission or storage system is completely secure, so we cannot guarantee absolute security.
Children's Privacy
Our sites are intended for business users and are not directed to children under 13. We do not knowingly collect personal information from children through these websites.
Third-Party Services and Links
Our websites may link to or embed third-party services, including scheduling tools, forms, LinkedIn, and other external resources. RootPath Advisors is not responsible for the privacy practices or content of third-party websites or services.
Policy Updates
We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. Continued use of the site after an update means the revised policy applies.