Privacy Policy

01 Introduction

Kelly Gray Advisory takes privacy seriously. This Policy explains what personal information we collect when you visit our website or engage us as a client, how we use it, and how we protect it. This Privacy Policy applies to information collected through our website, client engagements, and any other interactions you have with Kelly Gray Advisory.

By using our services or website, you agree to the practices described here.

02 About Kelly Gray Advisory

Kelly Gray Advisory is the registered trade name (DBA) of Dagny Enterprises LLC, a Wyoming Limited Liability Company. This Policy is governed by the laws of the State of Wyoming.

Kelly Gray Advisory is a solo practice. When you share information with us, you share it with Kelly Gray directly. We collect only what we need to do good work together, and we handle it with care.

03 Information We Collect

When you reach out, become a client, or otherwise interact with Kelly Gray Advisory, you may share:

• Your name, email address, phone number, and company name
• Business context and project details shared during consultations or engagements
• Communications, including emails and meeting notes
• Payment and billing information, processed through our third-party payment providers

When you visit our website, we may collect basic technical information including:

• Your IP address and browser type
• Pages visited and time spent
• Referring URLs

This information is collected through Google Analytics and used in aggregate. When you submit a webform on our site, that information is collected through Zoho and flows directly into our CRM.

04 How We Use Your Information

We use what we collect to:

• Deliver, manage, and improve our B2B sales advisory services
• Communicate with you about your project
• Process payments and maintain billing records
• Send relevant updates or marketing content (you can opt out at any time)
• Comply with legal obligations
• Analyze and improve our website

We do not sell your personal information. We do not use it for automated decision-making.

05 How We Share Your Information

We share your information only with:

• Service providers who support our operations and are bound by confidentiality obligations
• Professional advisors such as attorneys or accountants
• Legal authorities when required by law
• In the event of a business transfer

We do not sell, rent, or trade your information to third parties for marketing purposes.

06 Cookies and Tracking Technologies

Our website may use cookies to support basic site functionality. Google Analytics and Zoho's webforms each set their own cookies.

• Essential cookies keep the site working
• Analytics cookies help us understand traffic

You can manage cookies through your browser settings.

07 Data Retention

We keep personal information for as long as necessary to deliver our services and meet legal requirements. Client project files are typically retained for seven (7) years following the end of an engagement. You can request deletion of your data at any time.

08 Your Privacy Rights

California residents have rights under CCPA/CPRA including:

• Right to Know
• Right to Delete
• Right to Correct
• Right to Opt Out
• Right to Non-Discrimination

To submit a request, email compliance@kellygrayadvisory.com. We will respond within 45 days.

All users may request access to their information, ask us to correct inaccurate information, and opt out of marketing communications at any time.

09 Data Security

We take reasonable measures to protect your information including secure communications, access controls, and confidentiality expectations with vendors. No system is perfectly secure. In the event of a data breach, we will notify you as required by applicable law.

10 Third-Party Websites and Tools

Our website may contain links to third-party sites. We are not responsible for the privacy practices of those third parties.

11 Changes to This Policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the effective date. Your continued use of our services after any update means you accept the revised Policy.