Privacy Policy

Effective Date: July 1, 2025

This Privacy Policy explains how we collect, use, and protect your information when you visit [bookwithbritton.com] or interact with our services.

Who We Are

This website is owned and operated by Britton McDermott to connect qualified businesses to vetted partners who offer audit and cost-reduction services (including credit card processing, utilities, and technology systems).

We do not sell products. We facilitate introductions to trusted service providers through a lead submission and referral process.

What Information We Collect

When you complete a form on our website, we may collect:

Name
Business Name
Contact Information (email, phone)
Website URL
Business Spend Estimates
Categories of Interest (utilities, tech, payments)

This data is submitted voluntarily through a secure Tally form embedded on this site.

How We Use Your Information

Your information is used to:

Match you with the appropriate audit partner or partners (Paymerc, Tenurgy, Dovetail)
Submit your lead securely for qualification
Coordinate next steps, such as a discovery call or savings report
Track and manage lead status in our private CRM (Airtable)

We do not send marketing emails or add you to any newsletter lists unless explicitly stated.

Who We Share Data With

We only share your information with our select audit partners — strictly for the purpose of reviewing and conducting the audit service you requested.

These partners are:

Paymerc (Credit Card Processing)
Tenurgy (Utilities)
Dovetail (Technology Services)
Aspire Partners (Facilitation / Auditor Relationship Management)

They are under agreement to protect your data and will not sell or misuse your information.

Your Data Rights

You have the right to:

Request a copy of your submitted data
Ask us to update or delete your information
Withdraw consent at any time

To make a request, contact us

How We Protect Your Data

We use secure form tools (Tally), encrypted backend workflows (Zapier), and private databases (Airtable) to protect your information. We also monitor submissions in real-time via Slack for timely response and oversight.

Cookies & Analytics

We may use basic Squarespace cookies to improve the user experience. No third-party tracking, pixel retargeting, or analytics are currently in use.

Policy Updates

We may update this Privacy Policy from time to time. Changes will be posted on this page with a new effective date.

Contact

For any questions regarding your data or this policy, contact us.