Your numbers are yours.

The short version

• Your numbers are used for one thing: writing your report.
• We don't store your numbers or your report. We don't email your report either. It shows up on the page and you download it as a PDF.
• The only things we keep are your name and email address, so Carol can stay in touch. You can unsubscribe any time.
• We don't sell your information, and your numbers are never used to train AI.

What happens when you use a tool

1. You enter your numbers. Your browser remembers your answers, plus your name and email, on your own device, so you don't have to retype them next time or on the next tool. That copy never leaves your computer unless you submit the form. Clearing your browser data removes it.
2. Your report is written. When you submit, your answers are sent securely (encrypted) to our server and to our AI provider, Anthropic (Claude), which writes your report. Under Anthropic's commercial terms, your data is not used to train their AI models.
3. You ask follow-up questions. Your report stays in your browser, not on our server. When you ask a question, your browser sends the report back along with it, sealed so it can't be altered, and the AI answers using it. All we keep is a count of how many questions you've asked, so we can cap it at four. That count is deleted after 24 hours.
4. You save your copy. Click "Download my report (PDF)" to save it to your own computer. We don't email reports and we don't keep a copy, so once you close the page, the PDF you saved is the only copy.

What we keep

• Your name and email address, which tool you used, and when. They're added to our contact list so Carol can send you occasional emails. Every email has an unsubscribe link.
• Basic technical data like your IP address, used only to stop abuse (for example, limiting how many reports one person can run per day). These counters reset daily.

We don't keep the answers you typed into the form or the report you got back, and we don't use advertising trackers on this site.

Who helps us run this

• Vercel hosts the website.
• Upstash holds the daily abuse counters and the follow-up question counts. No numbers or reports.
• Anthropic provides the AI that writes your report.
• GoHighLevel runs our contact list (your name and email).

Each of them only gets what it needs to do its job.

Your choices

• Use estimates. Rough or rounded numbers work fine. You don't have to enter anything exact.
• Leave out names. The tools never ask for client names, account numbers or bank details. Please don't type them into the free-text boxes.
• Ask us to delete your data. Email carol@carolsurbey.com and we'll delete your contact record.

Questions?

Email me at carol@carolsurbey.com. The CEO Profit Shift is run by Carol Surbey Coaching & Consulting. If this policy changes, I'll update the date at the top of this page.

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