Privacy Policy
This policy explains what information Branch (also known as Branch Strategies, “Branch,” “we,” “us”) collects through branchstrategies.co and the emails we send, how we use it, and the choices you have. It covers our website and marketing. Work we do for clients is covered by the agreement we sign with each client.
What we collect
Information you give us
We only ask for what we need for the thing you’re doing:
- Booking a call: your first name and email, plus anything optional you choose to share about your company, and the details you enter in our scheduling tool.
- Assessments: your answers, your score, and your email if you ask for your results.
- Newsletter: your email address.
- The Branch Grant: your name, email, organization, role, website, annual budget range, and what you tell us about your mission and what you want help with.
- Emails and conversations: whatever you send us when you write to us or reply to one of our emails.
Please don’t send us confidential or sensitive personal information through website forms. We don’t need it, and we’d rather not have it.
Information collected automatically
Like most websites, ours uses cookies and similar technologies. When you visit, we and the service providers listed below collect:
- Usage data: the pages you view, how you got here (including campaign tags in links), what you click, how far you scroll, and how long you stay.
- Device data: browser, device type, screen size, language, and IP address, which gives an approximate location such as city or region.
- Session replay and heatmaps: recordings of how visitors move through pages (clicks, scrolling, navigation) so we can find and fix confusing parts of the site.
- Email engagement: whether a marketing email we sent was delivered, opened, or clicked.
If you fill out a form, our CRM can connect your earlier visits from the same browser to your contact record, so we have context when we talk.
Information that stays in your browser
Some of our free tools, such as the Customer Journey Map, save your work in your own browser so it’s there when you come back. That content stays on your device. It isn’t sent to us unless you choose to submit or share it, and clearing your browser data removes it.
Information from other sources
We sometimes add to what we know using business contact information from public sources, such as a company website or LinkedIn, and from people who refer or introduce you to us.
How we use it
- To respond to you, schedule and hold calls, and deliver what you asked for, such as assessment results or a newsletter.
- To review applications to programs such as The Branch Grant and notify applicants.
- To send marketing emails you’ve signed up for, and occasionally to contact businesses we think we can help. Every marketing email has an unsubscribe link.
- To understand how the site is used, measure our marketing and advertising, and improve both.
- To keep the site secure and to meet our legal obligations.
If you’re in the European Economic Area or the United Kingdom, our legal bases are your consent (which you can withdraw), our legitimate interest in running and growing our business, taking steps you ask for before entering into a contract, and compliance with the law.
Who we share it with
We don’t sell your personal information, and we don’t share it with anyone for their own marketing. We do use a small set of service providers to run the site and our business. They process information on our behalf:
| Provider | What we use it for | Their policy |
|---|---|---|
| HubSpot | CRM, website forms, call scheduling, marketing email, and visit tracking tied to form submissions | HubSpot privacy |
| Google Analytics | Website traffic and usage measurement | Google privacy |
| Hotjar (Contentsquare) | Heatmaps and session replay to improve the site | Hotjar privacy |
| LinkedIn Insight Tag | Measuring our LinkedIn ads and showing our ads to relevant audiences | LinkedIn privacy |
| Google Fonts | Loading the typefaces used on the site | Google privacy |
| Vercel | Website hosting and standard server logs | Vercel privacy |
Some privacy laws treat the use of advertising tools like the LinkedIn Insight Tag as “sharing” information for targeted advertising. You can opt out using the choices below.
We may also share information with professional advisors such as lawyers and accountants, when the law requires it, to protect our rights or someone’s safety, or as part of a merger, sale, or reorganization of our business.
Your choices
- Marketing email: use the unsubscribe link in any email, or email us and we’ll remove you.
- Cookies: you can block or delete cookies in your browser settings. The site still works without them.
- Google Analytics: install Google’s opt-out browser add-on.
- LinkedIn ads: adjust your LinkedIn ad settings, or use the guest controls if you don’t have an account.
- Session replay and heatmaps: these rely on scripts and cookies, so blocking cookies or using a content blocker in your browser stops them.
Your rights
Wherever you live, you can ask us to tell you what personal information we have about you, correct it, delete it, or stop using it for marketing. Email hello@hibranch.com and we’ll respond within 30 days. We may need to confirm it’s really you before acting on a request, and we won’t treat you differently for making one.
Depending on where you live, you may have additional rights under local law, including the right to receive a copy of your information, to object to or limit certain uses, to appeal a decision we make about your request, and to complain to your local data protection or consumer protection authority.
How long we keep it
We keep contact and conversation records for as long as we have an ongoing relationship or a reasonable business reason to keep them, and we delete them when you ask us to unless the law requires us to keep something. Applications to The Branch Grant are kept for as long as we need them to run the program. Analytics data is kept in aggregated or time-limited form according to each provider’s settings.
Security and where your data lives
We use reputable providers and limit access to the people who need it. No system is perfectly secure, so we can’t promise absolute security.
Branch is based in the United States, and our providers store and process information in the United States and other countries. If you’re visiting from elsewhere, your information will be transferred to and processed in the United States, where privacy laws may differ from those where you live.
Children
Our site is for business and nonprofit professionals. It isn’t directed to children, and we don’t knowingly collect personal information from anyone under 16. If you believe a child has sent us information, email us and we’ll delete it.
Links to other sites
Our site links to other websites, including LinkedIn and our clients’ sites. We aren’t responsible for how those sites handle your information, so read their policies too.
Changes to this policy
If we change this policy, we’ll post the new version here and update the date at the top. If a change is significant, we’ll say so more prominently on the site or by email.
Contact us
Questions or requests about your information:
Branch
10 Davol Sq, Unit 100
Providence, RI 02903
hello@hibranch.com
See also our Terms of Use.