Privacy Policy

Effective Date: February 2026 Last Updated: February 9, 2026

Table of Contents

  1. What We Collect
  2. How We Use It
  3. Third-Party Services
  4. Email Communications
  5. Cookies
  6. Data Retention
  7. Your Rights
  8. Policy Updates
  9. Contact Us

1. What We Collect

Designate Solutions collects information to deliver our services and improve your experience. Here's what we gather:

From the Revenue Systems Health Scorecard (ScoreApp)

  • First name and last name
  • Email address
  • Job role / title

From HubSpot Contact Forms and Meeting Bookings

  • Name
  • Email address
  • Company information
  • Message content (when you reach out to us)

From Website Interactions

  • Basic usage data: page views, time on page, interactions with content
  • Browser and device information (anonymized)
  • Referring source (how you found us)

What we don't collect: We don't intentionally collect sensitive personal information like social security numbers, payment card data, or health information. Never enter such data on our site.

2. How We Use It

We use your information to provide services, communicate with you, and improve Designate Solutions:

Service Delivery

  • Deliver your Revenue Systems Health Scorecard results
  • Follow up with relevant insights about revenue operations and system design
  • Support your engagement with our services

Communications & Relationship Management

  • Store your information in HubSpot (our CRM) to manage communications
  • Send you information related to your scorecard results
  • Share occasional insights and updates relevant to revenue operations
  • Respond to your messages and inquiries

Service Improvement

  • Understand how visitors use our website
  • Improve content, functionality, and user experience
  • Identify trends and patterns in how companies engage with our work

We do not: Sell your data. Share your email with third parties (except as described in this policy). Use your information for marketing beyond revenue operations insights.

3. Third-Party Services

We use trusted third-party platforms to deliver our services. These partners process data on our behalf under confidential agreements:

ScoreApp

Hosts and delivers the Revenue Systems Health Scorecard. Collects your name, email, and job role to generate your results and share them with you.

HubSpot

Our Customer Relationship Management (CRM) system. Stores your contact information, manages email communications, supports meeting scheduling, and provides analytics on website behavior.

Netlify

Hosts and serves designatesolutions.com. Netlify may process minimal technical data (IP address, request logs) as part of standard hosting operations.

Google Analytics (if enabled)

Provides anonymized insights into website traffic and user behavior. Does not store personally identifying information.

Each of these providers has its own privacy policy. We recommend reviewing them if you want more detail on how they handle data.

4. Email Communications

When you share your email with us through the scorecard, contact form, or meeting booking, you may receive emails related to:

  • Your Revenue Systems Health Scorecard results
  • Occasional insights on revenue operations, system design, and GTM alignment
  • Relevant updates from Designate Solutions

Unsubscribe

Every email we send includes an unsubscribe link. You can opt out of communications at any time. We'll respect your preference immediately.

Email Sharing

We do not sell, trade, or share your email address with third parties. Your email is used only for the purposes outlined above and to manage your relationship with Designate Solutions.

5. Cookies

We use cookies to enhance your experience on designatesolutions.com:

Essential Cookies

Necessary for site functionality (navigation, form submission, session management). These are always active.

Analytics Cookies

Third-party cookies (primarily from HubSpot and Google Analytics) help us understand how visitors use our site. These are non-essential and typically anonymized.

Managing Cookies

You control cookie settings in your browser. You can disable non-essential cookies without affecting core site functionality, though some features may be limited. Consult your browser's help section for instructions.

6. Data Retention

How long we keep your data: We retain your information as long as our business relationship is active or as needed to provide services. This typically means:

  • Contact information is retained for as long as you're a customer or prospective customer
  • Scorecard results are kept for historical reference and insights
  • Engagement records are maintained for follow-up and service delivery

Deletion Requests

You can request deletion of your data at any time by contacting nate@designatesolutions.com. We will honor reasonable deletion requests, though we may retain minimal information to comply with legal obligations or prevent accidental re-contact.

7. Your Rights

You have control over your information:

Access

You can request a copy of the data we have on file for you.

Correction

If your information is inaccurate, you can request we correct it.

Deletion

You can request deletion of your information at any time.

Unsubscribe

You can opt out of email communications using the unsubscribe link in any message, or by contacting us directly.

How to Exercise Your Rights

To make any of these requests, contact nate@designatesolutions.com with clear details of what you're requesting. We'll respond within 10 business days.

8. Policy Updates

We may update this privacy policy as our services evolve or regulations change. When we make material changes, we'll post the updated policy on this page with a new "Last Updated" date.

Material changes will be communicated to you via email if they affect how we handle your data. Continued use of our site after updates means you accept the changes.

9. Contact Us

If you have questions about this privacy policy or how we handle your data, reach out:

We take data privacy seriously and will address your concerns promptly.

This privacy policy reflects our commitment to transparency. Designate Solutions operates under the principle that when systems reflect reality, people perform better without trying harder — including how we handle and respect your information.