Privacy policy.
The short version, which the long version below does not contradict: we collect what you give us, we use it to deliver what you asked for and to follow up, we don't sell it or share it for anyone else's marketing, and you can ask us what we hold or ask us to delete it by emailing info@byram-advisory.com. The software we build for you is separate, and we hold none of your clients’ books.
The software we build for you
This section is about the product. The sections after it are about this website.
What we build runs on your systems, not ours. That is a design choice, and it is the reason we can say what follows.
- The Sprint is source code. It runs on your own machine. It sends us nothing — no usage data, no telemetry, no call home. We do not know when you run it or what you run it on.
- The Bootcamp works the same way. Your workspace is yours. We see only what you choose to put on screen in a live session.
- A build runs in your own cloud account, on your own AI account, with your own keys. The accounts stay in your name and you pay the providers directly. We build the system. We do not hold it.
- Running it, our monthly plan, does not change where the system lives. It stays in your cloud account. We hold named admin access that you grant, and that you can withdraw at any time. We use it to keep the system running and to fix it.
We do not copy your clients’ books out of your systems. We do not keep a copy. If a fix needs us to look at real data, it happens inside your environment, on your say-so.
If your own clients ask who touches their data, the answer is that the system runs in your firm’s account, under your firm’s controls, and a person you name approves anything that posts.
What we collect on this site
When you use one of our instruments, contact us, subscribe to updates, share a Diagnostic result, or book a session, we collect what you type into the form — typically your name, work email, firm name, role, how many client entities you carry, and a phone number if you choose to give one. Booking a close teardown collects your name, email and the preparation answers you provide about recurring clients, delivery people and where the close hurts. Please leave client names and confidential details out of those answers. We use them to prepare for the call and, if you request it, write your map. Owen asks permission before recording a teardown; you may decline and still have the call. The Diagnostic keeps your twelve answers in the current browser tab. Your result appears without an email. If you choose to share it, we receive the contact details you enter and a derived summary of the result, but not the twelve raw answers. The private AI Register likewise stays in the browser and asks for no email.
If you buy something from us, payment is handled by Stripe; we receive your name, email, and confirmation of the purchase, and we never see your card number. Our site also uses analytics cookies and tags that tell us which pages were visited, which generic calls to action were used and, if you arrived from one of our emails, posts, or ads, which one — so we can tell what is useful and what is not. The close teardown page does not send your preparation answers to Google Analytics or session-replay tools. Diagnostic analytics record aggregate completion and destination clicks, not the answers or contact details you enter.
How we use it
To deliver what you asked for (the guide, a Diagnostic follow-up, a reply, a booking, or a purchase); to follow up — we say this on the form itself, and every marketing email we send includes a way to opt out; to understand which of our writing and outreach is actually useful; and to meet legal and accounting obligations for purchases.
Who we share it with
Service providers who process data on our behalf, and no one else: HubSpot (forms, contact records, scheduling, and site analytics), Google Analytics (site usage measurement), Microsoft Clarity (anonymised page interaction and session replay, with form inputs masked — we do not load it on pages where an instrument’s answers are on screen), LinkedIn Insight Tag (campaign and site measurement), Stripe (payments), Microsoft 365 and our email tooling (correspondence and outreach), and Render (this website’s hosting). We do not sell your information, and we do not share it with third parties for their own marketing.
None of these providers touch the software we build for you. They are this website’s tools, not your system’s.
Email, and stopping it
If we email you, it's because you asked for something, bought something, or we believed the material was professionally relevant to you. Every marketing message includes an opt-out — reply "Stop", use the unsubscribe option, or email info@byram-advisory.com — and we honor it promptly.
Keeping and deleting it
We keep contact records while they're useful for the purposes above, and purchase records as long as tax and accounting rules require. Ask us to delete your information and we will, except what we're legally required to keep. Ask us what we hold about you and we'll tell you.
Security
Your information lives in the systems named above, each under its own security program, with access limited to the people who need it. No system is perfect; if something ever goes wrong that affects your data, we'll tell you plainly.
Children
Our services are for professionals and firms. We don't knowingly collect information from anyone under 18.
Changes
If this policy changes, the new version goes up at this address with a new date at the top. Material changes get a mention in the next email we send you.
Contact
Byram Advisory Group
6150 Eldorado Pkwy, Ste 190 #2037, McKinney, TX 75070
info@byram-advisory.com