Privacy policy

Boggess Advisory Group ("BAG", "we", "us") operates bo-advisory.com. This page summarizes how we handle your data. We collect the minimum needed to respond to your inquiry and to maintain our relationship.

What we collect

Form submissions: name, email, company, role, message. We preserve the URL and UTM parameters you arrived from so we can attribute outreach correctly.

How we use it

To respond to your inquiry, to schedule meetings, and to maintain our CRM. We never sell or share your details with third parties except as needed to deliver the service (Calendly, Attio, Customer.io, Posthog, Microsoft Teams for booking notifications).

Your rights

You can request export or deletion of your data at any time by emailing partners@bo-advisory.com. We respond within 30 days.

Contact

partners@bo-advisory.com