1. Who we are and what this policy covers
Jonathan D. Byrd I operates J.D. Byrd private business advisory. “J.D. Byrd,” “we,” “us,” and “our” refer to Jonathan and the advisory operation unless a signed agreement identifies another contracting entity. This policy covers jdbyrd.com, profile.jdbyrd.com, client.jdbyrd.com, the Business Owner Operating Profile, advisory applications and services, email, telephone and text communications, meetings, events, and related online and offline systems.
2. Information we collect
We may collect information directly from you, automatically from your use of our services, from communications and business dealings, from public sources, and from service providers, advertising partners, business partners, referrals, or other lawful sources.
Contact, identity, and professional information
This may include your name, email address, telephone number, mailing address, company, website, title or role, market, location, professional history, social-media or public-profile information, and other identifiers or contact details.
Assessment and profile information
This may include Operator Profile answers, personality-aspect and operator-tendency responses, current-business-state answers, written responses, response timing and quality information, generated scores, derived patterns, observations, inferences, and report content. The Profile is a business-reflection and advisory-context tool, not a medical or clinical assessment.
Application, lead, and marketing information
This may include business size, revenue and team ranges, service category, markets, problems, prior attempts, goals, interests, purchasing intent, application answers and status, campaign and referral source, lead score, engagement history, communication preferences, and inferences about services or content that may interest you.
Client and advisory information
Clients may provide business models, team and organization information, operations, sales and marketing information, systems and technology, goals, priorities, decisions, commitments, financial or KPI information, advisory notes, progress information, and other confidential business context.
Documents and other content
Information you submit may include financial statements, KPI reports, SOPs, organization charts, pricing, plans, screenshots, marketing materials, photographs, video, audio, testimonials, feedback, and other files or content. Do not provide credentials, full payment-card data, regulated health information, personal consumer data, or material you are not authorized to share.
Communications, calls, texts, and meetings
When you communicate with us by email, telephone, text message, web form, chat, social media, video meeting, or another channel, we may collect and retain the communication, contact details, participants, attachments, voicemails, meeting artifacts, and related metadata. Where permitted by law and after any notice or consent required by law, calls and meetings may be recorded, transcribed, summarized, and analyzed.
Website, device, analytics, and advertising information
This may include IP address, browser and device information, page views, interactions, dates and times, referring and landing pages, cookies and similar technologies, approximate location, UTM parameters, and advertising identifiers such as GCLID, GBRAID, WBRAID, MSCLKID, and FBCLID. We may use analytics, tag-management, advertising, audience, and attribution technologies to understand activity, measure campaigns, personalize experiences, and market our services.
Billing, account, and security information
This may include account details, authentication and security events, consent evidence, audit logs, session metadata, rate-limit and fraud-prevention information, billing status, invoice information, transaction metadata, and identifiers used by payment providers. Payment processors handle payment-card details; we do not need or intend to store full card numbers.
3. How we use information
To the extent permitted by law, we may use, retain, copy, organize, combine, analyze, derive, infer, enhance, segment, disclose, commercialize, license, or otherwise process information for business and commercial purposes, including to:
- operate, secure, troubleshoot, personalize, and improve our websites, systems, assessments, reports, products, and services;
- save progress, generate and deliver reports, process applications, provide advisory services, administer accounts, and support clients;
- contact you and communicate by email, telephone, text message, direct message, mail, or other channels about inquiries, reports, applications, meetings, services, content, offers, events, and opportunities;
- market and advertise J.D. Byrd, private advisory, related services, third-party or co-branded offerings, and relevant business content;
- create audiences, personalize advertising and communications, measure attribution, evaluate campaign performance, and develop lead or customer insights;
- combine information with public, licensed, partner, or commercially available information and create profiles, segments, scores, insights, models, and derived data;
- conduct research, benchmarking, product development, data analysis, business development, and the creation or improvement of content, methodologies, tools, and commercial offerings;
- select, evaluate, manage, and work with service providers, contractors, advisors, marketing partners, referral partners, purchasers, and other business relationships;
- protect people, systems, rights, property, and service integrity; prevent fraud and abuse; enforce agreements; collect amounts owed; and resolve disputes;
- comply with law, legal process, professional obligations, insurance requirements, and valid governmental requests; and
- carry out any other purpose disclosed when information is collected, requested or directed by you, or otherwise permitted by law.
Marketing is an intended use of contact, assessment, application, website, and engagement information. Receiving a report or submitting an application may lead to follow-up about private advisory, business content, related services, offers, and opportunities.
4. Email, telephone, and text communications
We may use contact information to send or initiate transactional, service, informational, and marketing communications. Marketing email may continue until you unsubscribe or otherwise opt out. Commercial email will include the disclosures and unsubscribe mechanism required by applicable law.
Where you separately and expressly authorize it, J.D. Byrd and service providers acting on our behalf may call or text the telephone number you provide for marketing or promotional purposes, including through automated technology, an automatic telephone dialing system, or an artificial or prerecorded voice. Consent to automated marketing texts or calls is not a condition of purchasing goods or services. Message frequency varies; message and data rates may apply. Reply STOP to an applicable text to opt out and HELP for help. You may revoke telephone or text consent through any reasonable method required by law.
Opting out of marketing does not prevent communications reasonably necessary to fulfill a request, deliver a report, administer an account or engagement, provide meeting or billing information, address safety or security, or complete another non-marketing transaction where permitted by law.
5. How we use artificial intelligence and automated tools
We may use artificial intelligence, machine learning, and other automated tools to transcribe, summarize, classify, organize, search, combine, analyze, and generate material from information we hold. These tools may assist with reports, meeting preparation, document review, business metrics, candidate decisions and actions, patterns and inconsistencies, recommendations, follow-up communications, lead qualification, marketing, audience development, workflow automation, and product or service improvement.
Information provided to an AI or automation provider may include the information reasonably needed for the task. We seek to exclude unnecessary credentials, payment secrets, and unrelated information. Outputs may be retained and used internally, presented to a client, incorporated into work product, or used to improve our methods and services.
Automated output may be incomplete, incorrect, or misleading. Source information, Jonathan's conclusions, and machine-generated observations or hypotheses should not be treated as identical. We do not use the Operator Profile to make employment, credit, housing, healthcare, insurance, or other legally significant automated decisions.
6. Disclosure, sharing, licensing, and sale of information
Subject to applicable law and the exclusions below, we may disclose, share, license, rent, sell, or otherwise transfer personal information and derived information for the purposes described in this policy. Recipients may include affiliates, service providers, contractors, professional advisors, analytics and advertising companies, audience and marketing platforms, referral and co-marketing partners, data and lead partners, potential customers of data products, financing or transaction participants, and a buyer, investor, lender, insurer, or successor in connection with a business transaction.
These activities may include sharing contact and professional information, company and firmographic information, interests, application or lead information, website and advertising activity, communication preferences, inferred interests, segments, or aggregated and de-identified information for lead generation, audience creation, advertising, measurement, research, benchmarking, business development, or other lawful commercial purposes.
Protected advisory materials
We do not sell or license as standalone data for another party's independent marketing your detailed nonpublic company financial statements, bank or payment credentials, raw client uploads, confidential internal operating documents, private meeting transcripts, portal content, or raw attributable assessment answers unless you separately authorize that use in writing. We may still process and disclose those materials as needed to provide services, operate and secure the business, use professional and technology providers, comply with law, enforce agreements, protect rights, or complete a corporate transaction subject to appropriate protections.
We may use and commercialize aggregated, statistical, modeled, or de-identified information derived from protected materials where it does not reasonably identify you or disclose a specific company's confidential information. We may also use generalized knowledge, methods, skills, ideas, and experience retained in unaided memory, provided we do not reveal protected confidential information.
7. Operator Profile limitations
The Business Owner Operating Profile is intended for business reflection, education, marketing, and advisory context. It is not a diagnosis, clinical or medical instrument, established clinical scale, employment-selection test, credit or insurance tool, housing decision tool, or promise of business success. Its 0–100 display scores are not population percentiles. The proprietary Business Operator constructs are working business-assessment constructs.
8. Cookies, analytics, advertising, and audience technologies
We may use cookies, pixels, tags, local or session storage, conversion APIs, and similar technologies to operate services, preserve progress, maintain security, remember preferences, understand usage, measure and attribute advertising, create or reach audiences, prevent duplicate advertising, and personalize content and communications.
We seek to keep raw assessment answers, detailed scores, named reports, confidential client materials, direct contact fields, and access credentials out of general-purpose web analytics and advertising event payloads. Advertising and analytics providers may nevertheless receive ordinary online identifiers and activity, such as IP address, device information, cookie or advertising identifiers, pages viewed, and campaign interactions.
Browser and device controls may limit some technologies. Where applicable law requires consent, an opt-out, or recognition of a valid opt-out preference signal, we will provide or honor the required choice.
9. Retention
We may retain information for as long as we reasonably believe it remains useful for any purpose described in this policy, including lead follow-up, marketing, research, analytics, report access, an application, a potential or active advisory relationship, recordkeeping, security, dispute resolution, enforcement, and legal or accounting obligations. Retention may vary by category and relationship. We may retain consent and suppression evidence after other records are deleted so that we can honor choices and demonstrate compliance. We may retain aggregated or de-identified information indefinitely where permitted by law.
10. Security
We use administrative, technical, and organizational measures intended to protect information, but no system, transmission, or storage method is completely secure. You are responsible for protecting passwords, report links, access tokens, devices, and copies of materials in your possession. Notify us if you believe information or access credentials have been compromised.
11. Your privacy and communication choices
You may unsubscribe through the link in a marketing email, reply STOP to an applicable marketing text, or email info@jdbyrd.com about marketing preferences. You may also use that address to request access, correction, deletion, portability, limitation, or information about sale, sharing, or other processing. We may verify identity and authority before acting. Do not send passwords, raw assessment answers, or confidential documents merely to prove identity.
Depending on where you live, the law that applies, and whether the relevant law applies to us, you may have rights to know, access, correct, delete, or obtain a copy of information; opt out of sale, sharing, targeted advertising, or certain profiling; limit certain uses of sensitive information; use an authorized agent; or appeal a decision. We will not require you to waive a nonwaivable privacy right. Requests may be limited or denied where an exception applies, and we may retain information as permitted or required by law.
If we engage in an activity for which applicable law requires a “Do Not Sell or Share,” “Your Privacy Choices,” consent-management, or preference-signal mechanism, we will provide and honor the applicable mechanism. A privacy request does not necessarily require deletion of protected business records, suppression evidence, security records, or information needed to perform a contract or defend legal claims.
12. Children
The services are intended for adults acting in a business capacity and are not directed to children under 18. Do not submit a child's personal information.
13. International use
Our operations and systems are based primarily in the United States. If you provide information from another country, it may be transferred to, processed, and stored in the United States or other locations where we or our providers operate, subject to applicable law.
14. Changes to this policy
We may update this policy as our practices, services, technologies, and legal obligations change. The “Last updated” date identifies the current public policy. Where required, we will provide additional notice or obtain consent for a material new use.
15. Contact
Questions, requests, or privacy choices may be sent to info@jdbyrd.com.