Privacy Notice

Effective date: September 27, 2026. Last updated: September 29, 2026.

This Privacy Notice explains how ClientON, LLC, a Utah limited liability company doing business as PiVOTSALES.ai (“PiVOTSALES.ai,” “we,” “us,” or “our”) collects, uses, discloses, retains, and protects personal information. It applies when you visit pivotsales.ai and its subpages (the “Site”), take an assessment, join a waitlist, download a resource, book a call, use our Ask PiVOT live chat, purchase an engagement or certification, or otherwise interact with us (together, the “Services”).

This notice does not apply to websites or services operated by others, even if we link to them, or to information an employer collects about its own employees outside our Services.

“Personal information” means information that identifies, relates to, describes, or could reasonably be linked with you. It does not include de-identified or aggregate information that cannot reasonably be used to identify you.

1. Information we collect

We collect personal information from three sources: you, your device, and third parties.

Sensitive personal information. We do not ask for or intend to collect sensitive personal information such as government ID numbers, precise geolocation, health information, racial or ethnic origin, religious beliefs, or sexual orientation. Please do not include it in assessment free-text fields, Ask PiVOT, or other communications.

Combined information. We may combine information from these sources to provide and improve the Services, as described below.

Call recordings. We may record video calls using Google Meet to capture notes and support your engagement. We will tell you at the start of any call that it is being recorded, and you may ask us not to record.

2. How we use information

We use personal information only for the purposes below, and we do not process it in ways incompatible with those purposes without your consent. If you are in the European Economic Area, United Kingdom, or Switzerland, the legal basis for each purpose is listed.

No automated decisions with legal effect. Assessment results are generated automatically from your answers, but we do not use them to make decisions that produce legal or similarly significant effects on you. Assessment results are coaching and development tools. They are not designed or validated for use as the sole basis for hiring, firing, compensation, or promotion decisions.

3. Assessment responses and research participation

What we collect. When you take a PivotSales assessment we collect your answers to each question, the result those answers produce, and any optional context you provide such as role, tenure, and industry.

How we use it. We use this to generate your report, to let you retake assessments and track change over time, and, where you have opted in, to conduct and publish aggregate research on sales performance.

Who sees it. We share this information with service providers who process data on our behalf under contracts limiting their use of it. If you take an assessment under an employer license, your employer can see your individual results. We do not sell your responses, and we do not otherwise share individual responses.

How long we keep it. We retain raw assessment responses for five years from your most recent assessment, after which they are deleted from active systems. Where de-identified responses become part of a published research finding, that dataset may be retained for up to ten years after publication, so the finding can be verified, without re-identifying anyone. Aggregate and statistical results, which contain no information identifying any individual, may be retained and published indefinitely.

Research participation. Participation in research is optional and requires your opt-in. Declining does not affect your report or your access to the Services. You may withdraw at any time by emailing privacy@pivotsales.ai. After withdrawal, your responses will be excluded from any research not yet published. Findings already published in de-identified aggregate form cannot be reversed. Before your responses are used in research, we de-identify them, commit not to re-identify them, and contractually require any recipient not to re-identify them.

Changes to how we use assessment data. If we make a material change to how we use information already collected, we will seek your consent again rather than applying the change retroactively.

4. Ask PiVOT

Ask PiVOT is a live chat. Messages are answered by a real person at PiVOTSALES.ai, presently Chad Rawlings, not by artificial intelligence.

To start a chat, we ask for your first name; your email is optional. We also store the messages in the conversation and operational details such as the page where the chat started, referral and campaign information, your time zone, message times, and read status in our database. Authorized PiVOTSALES.ai staff can read and answer messages in the private inbox. Message content is not sent to an artificial intelligence service, and questions and answers are not saved for reuse in replies to other visitors. There is currently no automatic deletion schedule for chat messages. They remain stored so we can provide the conversation and follow-up unless you ask us to delete them through a privacy request.

Please do not enter sensitive personal information, confidential information belonging to your employer or clients, or information about other people that you are not authorized to share.

5. Cookies, analytics, and online tracking

Cookies are small files placed on your device. We use them, along with similar technologies such as pixels and local storage, as follows.

You can block or delete cookies through your browser settings. Blocking strictly necessary cookies may cause parts of the Site not to work.

Google Analytics and third-party tracking. Google Analytics uses cookies to collect information about how you use the Site, such as pages viewed, device type, and approximate location. Google processes this information under its own privacy policy. You can opt out by installing the Google Analytics Opt-out Browser Add-on. We do not use advertising or retargeting pixels, and we do not allow other third parties to collect personal information about your activities across websites through our Site.

Do Not Track and Global Privacy Control. Our Site does not currently respond to “Do Not Track” or Global Privacy Control signals sent by web browsers. Because we do not sell personal information or share it for cross-context behavioral advertising, we do not currently engage in the activities these signals are designed to stop. If that changes, we will honor these signals as required by applicable law and update this notice first.

6. How we share information

We do not sell your personal information, and we do not share it for cross-context behavioral advertising. We have not done so in the preceding 12 months.

We disclose personal information only to the following categories of recipients:

Employer licenses. When your employer licenses the Services for your team, your employer controls how it uses the results it receives. Questions about your employer’s use should be directed to your employer.

California residents. We do not disclose personal information to third parties for their own direct marketing purposes.

7. Email communications

Every marketing email we send includes a working unsubscribe link and our postal address. You can also opt out by emailing privacy@pivotsales.ai. We honor opt-out requests within 10 business days. We may still send transactional messages, such as receipts, scheduling confirmations, and responses to your privacy requests.

8. How long we keep information

We keep personal information only as long as reasonably necessary for the purposes described in this notice, then delete or de-identify it. Assessment retention is described in Section 3 and Ask PiVOT retention in Section 4.

9. Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, disclosure, alteration, and destruction. These include HTTPS encryption for all Site traffic, storing information with established providers such as Lovable Cloud and Google, requiring sign-in for all administrative areas, enforcing database access rules and role checks on our servers, and limiting access to personnel who need it for their work. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. If a security breach compromises your personal information, we will notify you and any required authorities as required by applicable law.

10. Your privacy rights

We extend the following rights to everyone who uses our Services, regardless of where you live, subject to the exceptions allowed by law.

How to submit a request. Email privacy@pivotsales.ai or use our privacy request form.

Verification. To protect your information, we verify your identity before fulfilling a request, generally by confirming control of the email address associated with your data and, for access to or deletion of assessment data, by matching additional information we hold. We use information provided for verification only for that purpose.

Authorized agents. You may use an authorized agent to submit a request. We may require written permission signed by you and may ask you to verify your identity directly with us.

Response time. We respond within 45 days of receiving your request. If we need more time, we may extend this by up to 45 additional days, and we will tell you why within the first 45 days. If you are in the European Economic Area, United Kingdom, or Switzerland, we respond within one month, extendable by two further months for complex requests.

Appeals. If we decline your request, we will explain why. You may appeal by replying to our decision with “Appeal” in the subject line within 45 days. We will respond to your appeal in writing within 60 days, explaining any action taken and why. If your appeal is denied, you may contact your state attorney general.

Non-discrimination. We will not deny you services, charge you a different price, or provide a different quality of service because you exercised a privacy right.

Complaints. If you are in the European Economic Area, United Kingdom, or Switzerland, you may lodge a complaint with your local data protection authority.

11. Children

Our Services are designed for working sales professionals and are not directed to children. We do not knowingly collect personal information from anyone under 16. If we learn we have collected personal information from a child under 13 without verifiable parental consent, we will delete it promptly. If you believe a child has provided us information, contact privacy@pivotsales.ai.

12. International users

PivotSales.ai is based in the United States, and your information is processed and stored in the United States and in other countries where our service providers operate. Data protection laws in the United States may differ from those in your country.

13. Third-party websites and services

The Site links to and embeds services operated by others, such as our scheduling provider and LinkedIn. Their collection and use of information is governed by their own privacy notices, not this one, and we are not responsible for their practices. Please review their notices before providing information to them.

14. Changes to this notice

We may update this notice to reflect changes in our practices or the law. When we do, we will post the updated notice on this page and revise the “Last updated” date. For material changes, we will also notify you by email (if we have your address) or by a prominent notice on the Site before the change takes effect. We will not apply a material change to information already collected without your consent. We review this notice at least once every 12 months.

15. Accessibility

To request this notice in an alternative format, contact privacy@pivotsales.ai.

16. Contact us

For questions about this notice or our privacy practices, or to review or request changes to your information:

17. Events and podcast guests

Information we collect. When you register for an Event, we collect your name, email address, company, job title, answers to registration questions, and your marketing consent choice. We also record how you found us (such as referral source and campaign tags), your registration status, whether you attended, and links you click in Event pages and emails. If you are a podcast guest, we also collect your biography, headshot, social links, discussion topics, recording time, and your electronic signature on the guest release, including date, time, IP address, and release version.

How we use it. We use this information to register you, deliver the Event, and send confirmations, reminders, access details, changes, replays, and feedback requests; to prepare, record, and promote podcast episodes as described in the guest release; and to measure how our Events perform. To measure performance, we match the email address you registered with against records we already hold from your other interactions with pivotsales.ai (for example, assessments or purchases) within a limited period after an Event. We only match records created on or after September 29, 2026. We use this only to understand which Events help people, and we never sell it. We send marketing emails only if you consented, and you can unsubscribe at any time.

Who we share it with. We share Event information only with service providers that help us run Events: our payment processor (Stripe) for paid registrations, our email delivery provider, meeting platforms used to host online Events, and our customer relationship management system. These providers may use your information only to provide their services to us. We never sell your personal information, and attendee lists are never displayed publicly.

Retention. We keep personally identifying Event information for a limited period after an Event and then remove or anonymize it, keeping only aggregate numbers that do not identify you.

Security. Event data is protected by access controls that limit it to authorized PiVOTSALES.ai staff, staff access is logged, and headshots are stored privately and shared only through temporary links.

Your choices and rights. You can view, cancel, or update your registration through your personal attendee portal. To request a copy of your Event data or its deletion, use our privacy request page or email privacy@pivotsales.ai.

Contact. ClientON, LLC dba PiVOTSALES.ai, 26 S Rio Grande St, Salt Lake City, UT 84101, privacy@pivotsales.ai