Privacy Policy
Effective date: May 22, 2026
What this policy covers
Wizard of Sheets collects information through this website, marketing pages, lead forms, scheduling links, and related service inquiries. This policy explains what we collect, how we use it, and the choices available to you.
Privacy contact: bowen@wizardofsheets.com
Information we collect
Information you provide
- Name, email address, phone number, company, and role or title
- Messages, workflow details, scheduling details, and information submitted through forms or inquiries
- Business contact information shared during sales, consulting, training, or support conversations
Information collected automatically
We may collect device and browser information, pages viewed, approximate location, referral source, and interaction data through cookies, pixels, analytics tools, and similar technologies.
Tools we use
We use service providers to operate the website, respond to inquiries, manage relationships, measure performance, and protect the site.
| Provider | Purpose |
|---|---|
| Cloudflare | Website hosting, performance, security, bot protection, and cookieless web analytics |
| Resend | Email delivery for contact and lead form submissions |
| Google Appointment Schedules | Meeting scheduling when you book a call |
| Smartsheet | Business contact, inquiry, and customer relationship management |
| Google Analytics | Website analytics and usage measurement, if enabled |
| Microsoft Clarity | Session analysis, heatmaps, and usability diagnostics, if enabled |
| CookieYes | Cookie consent management, if enabled |
| LinkedIn Ads | Advertising measurement, conversion tracking, and retargeting, if enabled |
| Metricool | Website and social traffic measurement, if enabled |
| Searchable Analytics | Measurement of search and AI-referred visits |
How we use information
- Respond to inquiries and schedule conversations
- Provide consulting, implementation, training, support, and related services
- Manage business contacts and customer relationships
- Improve the website, content, user experience, and service delivery
- Measure marketing performance and understand which content is useful
- Maintain site security, prevent abuse, and comply with legal obligations
We do not sell your personal information.
How we share information
We may share information in limited situations:
- With service providers that help run the website, analytics, CRM, email, scheduling, advertising, and business operations
- With professional advisors, such as legal, accounting, or compliance advisors
- When required by law or needed to protect rights, safety, security, or the integrity of our services
- In connection with a business transaction, such as a merger, sale, or reorganization, where permitted by law
We do not publish your contact information publicly.
Cookies and similar technologies
Cookies are small files stored on your device. We may also use pixels, tags, and similar technologies for site functionality, analytics, measurement, and advertising when those tools are enabled.
- Strictly necessary: Required for page delivery, security, and core site functionality.
- Functional: Used to remember choices and improve usability.
- Analytics: Used to understand site traffic and usage.
- Advertising or measurement: Used to measure ad performance or support retargeting, if enabled.
You can adjust browser cookie settings, use available consent controls, opt out of Google Analytics through Google's opt-out tools, and manage LinkedIn ad preferences through LinkedIn's account controls.
Data retention
We retain information as long as reasonably necessary for business operations, service delivery, legal compliance, security, and dispute resolution. When information is no longer needed, we delete it or de-identify it where practical.
Security
We use reasonable administrative, technical, and organizational safeguards to protect information. No internet transmission or storage system can be guaranteed to be completely secure.
Your choices
- Unsubscribe from marketing emails using the unsubscribe link or by contacting us
- Request access, correction, deletion, or restriction where applicable law provides those rights
- Adjust browser cookie settings or available site consent settings
- Contact us with the subject line "Privacy Request" for privacy-related requests
To submit a privacy request, email bowen@wizardofsheets.com.
Changes to this policy
We may update this policy periodically. The effective date above reflects the latest version posted on this page.