Privacy Policy
Effective: 07/05/2026
1. Introduction
Boes Advisors (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide when using our website, forms, and advertising services.
This Privacy Policy explains how we collect, use, and protect your information.
2. Information We Collect
We may collect the following information when you submit a form or interact with our ads:
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Name
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Email address
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Phone number (if provided)
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Company name
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Information about your CRM, operations, or business needs
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Any other information you voluntarily submit
We may also collect basic technical data such as IP address, browser type, and interaction data through Google Ads or analytics tools.
3. How We Use Your Information
We use the information you provide to:
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Respond to inquiries and schedule consultations
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Evaluate your business needs and determine service fit
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Provide CRM and operations consulting services
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Improve our advertising and marketing effectiveness
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Maintain internal records and CRM systems
We do not sell your personal information.
4. How Your Information Is Stored
Your information may be stored in:
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Google Ads Lead Forms
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Our CRM system (e.g., Pipedrive or similar platforms)
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Email communication systems
We take reasonable steps to protect your data, but no system is completely secure.
5. Sharing of Information
We do not sell, rent, or trade your personal information.
We may share your information only with:
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Service providers who help us operate our business (e.g., CRM or email systems)
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Legal authorities if required by law
6. Data Retention
We retain your information only as long as necessary to:
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Provide services
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Maintain business records
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Comply with legal obligations
7. Your Rights
You may request to:
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Access the personal data we have about you
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Correct or update your information
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Request deletion of your information
To do so, contact us at:
tboes@boesadvisors.com
8. Cookies and Tracking
We may use cookies or tracking technologies (such as Google Ads conversion tracking) to understand how users interact with our website and improve advertising performance.
You can disable cookies in your browser settings.
9. Third-Party Services
We may use third-party services such as Google Ads, Google Analytics, and CRM platforms. These services may collect data according to their own privacy policies.
10. Contact Information
If you have any questions about this Privacy Policy, please contact:
Boes Advisors
Email: tboes@boesadvisors.com
Website: https://www.boesadvisors.com