Incite Business Partners' Privacy Policy

Introduction

We take your privacy very seriously. Please read this privacy policy carefully as it

contains important information on who we are and our information practices—how and

why we collect, use, disclose, share, store, and retain your personal information. It also

explains your rights in relation to your personal information and how to contact us.

In short, we collect, use, and are responsible for certain personal information about you.

For California consumers, we are subject to the California Consumer Privacy Act of 2018

(CCPA), as amended by the California Privacy Rights Act of 2020 (CPRA). We are

responsible for your personal information as a “business” under the CCPA/CPRA.

• We, us, our – Incite Business Partners, LLC
• Our representative – Jeff Weingrad, Founder and CEO
• Email address – jeff@incite.partners
• Personal information – Any information relating to an identified or identifiable individual.
• Sensitive Personal Information – Information such as government ID numbers
• Geolocation data, or health-related information.

• Name, email address, job title, company affiliation, and information you submit through
• assessments or consultation forms.
• Information collected in the course of developing a service agreement (e.g., a Statement of
• Work or Consulting Agreement).
• Information you provide during virtual meetings or onboarding calls.
• We do not collect sensitive or biometric data.

We collect information directly from you via web forms, emails, meetings, and assessments.

Cookies may collect basic technical info via our website.

If you take one of our Incite Ai℠ Assessments (e.g., the Business Wellness Checkup™), you

will be redirected to our diagnostic partner, EvaluSys. Any data submitted on their platform

will be governed by EvaluSys’ privacy policy.

The Business Wellness Checkup™ is a registered trademark of EvaluSys, LLC, used under license

 as part of the Incite Ai℠ diagnostic platform.

• Deliver assessment results, consulting services, or performance improvement strategies.
• Respond to inquiries or service requests.
• Track engagement and improve our offerings.
• Comply with legal requirements.
• Communicate with you about your engagement or assessments.

• EvaluSys (to administer the Incite Ai℠ assessments e.g., the Business Wellness Checkup™)
• Service providers who support website hosting or CRM tools
• Share with carefully selected fractional resources (e.g., a fractional CFO, Sales Leader)
• brought in to support specific client engagements. These individuals operate under formal
• agreements with Incite Business Partners and are bound by the confidentiality, data
• handling, and conduct terms set forth in our Fractional Partner Agreement.
• Legal or regulatory authorities, if required
• We do not sell your personal information

We have not disclosed personal information for a business purpose in the past 12 months.

We retain your information only as long as necessary to:

• Provide services
• Respond to legal or compliance inquiries
• Maintain business records

Once no longer needed, we securely delete or anonymize your data.

You have the right to:

• Know what personal info we collect and how it is used
• Request deletion or correction of your data
• Opt-out of any sale or sharing (we do not sell your data)
• Limit use of sensitive personal info (not applicable to our data use)
• Non-retaliation for exercising your rights

Contact us to submit a verifiable request. We may need to verify your identity.

You may contact us via email or mail (see Section 12 below) to exercise your rights under

CCPA/CPRA. We may require identity verification.

We use industry-standard security protocols to protect your data, including access

restrictions, encryption, and regular monitoring. Any potential breach will be managed in

accordance with applicable data protection regulations.

As part of our diagnostic process, Incite receives assessment results from our trusted

partner, EvaluSys—such as the Business Wellness Checkup™ or other diagnostic reports. EvaluSys maintains strict data security and confidentiality standards, including secure data

transmission and storage protocols. You can review their policies here: EvaluSys Terms of

Use and Privacy Policy.

We treat all such data as confidential and use it solely to deliver services as outlined in our

engagement with each client.

This policy was last updated on June 17, 2025. We may update this policy and will post

changes on our website.