Last updated: September 16, 2026
Daily Evolution LLC, doing business as Evolve Advising ("we," "us," or "our"), is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and protect your personal information when you use our website and advisory services.
Information you provide:
Information collected automatically:
Our assessments are optional, free, and self-serve. If you complete one, this section describes what happens to what you tell us.
What we collect. Your name, email address, role, and organization, and a phone number if you give one. Your answers to the assessment’s questions, which describe how your organization operates — the systems you use, approximate budget or revenue and headcount bands, the processes that take the most time, and your organization’s technology and security practices. Depending on the assessment, those questions may ask whether staff use multi-factor authentication, whether backups have ever been restored, who is responsible for security, how access to records is controlled, and whether you handle regulated categories of information such as health, behavioral health, or student records. We also record the date and time, and that you agreed to these terms.
Files you upload. Some assessments let you attach files. Uploading is always optional. Please do not upload records about identifiable individuals — client, patient, student, employee, or customer records. Nothing in an assessment requires them, and a redacted example or a description serves the same purpose.
How it is stored. Assessment submissions and uploaded files are stored as private objects in Vercel Blob storage. They are not publicly accessible and cannot be opened from a link alone; reading them requires our storage credentials. Uploaded files are retrievable only through an administrative endpoint that requires a separate login.
Who sees it. Alan Leard reads every submission personally. No one else has routine access. We do not sell, rent, or share assessment answers or uploaded files with anyone, and we do not use them for advertising or share them with other clients.
Emails we send about it. When you submit an assessment, our email provider (Resend) delivers a notification to us and a copy of your results to the address you gave. For some assessments that copy includes your answers organized into a summary. We do not add you to a marketing list because you completed an assessment; subscribing to our blog is a separate, explicit choice.
Internal scoring. We compute an internal score from your answers to help us prioritize follow-up. It is a working note for us, not a judgment about your organization, and it is not shown to you or shared outside Evolve Advising. You can ask us what yours was.
Deleting it. Email alan@evolveadvising.com and we will delete your submission and any files you uploaded. See Section 6 for how long we otherwise keep them.
We do not sell your personal information. We may share your information only with the following service providers who assist in delivering our services:
We may also disclose information if required by law or to protect our legal rights.
We take reasonable measures to protect your personal information, including encryption, secure infrastructure, and access controls. Assessment submissions and uploaded files are stored as private objects and are reachable only with our credentials; administrative access requires a separate login. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
We retain your personal information for as long as your subscription is active and for a reasonable period afterward for legal and business purposes.
Assessment submissions and uploaded files are kept until you ask us to delete them, or until we no longer have a business reason to keep them. We do not delete them automatically on a fixed schedule.
You may request deletion of your personal data at any time by contacting us at alan@evolveadvising.com. We will process deletion requests within 30 days.
You have the right to:
To exercise any of these rights, contact us at alan@evolveadvising.com.
Our website may use cookies and similar technologies for site functionality and analytics. Assessments save your progress in your own browser’s local storage so you can leave and come back; that copy stays on your device, is not readable by us, and is cleared when you submit. You can control cookies and site data through your browser settings.
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Last updated” date. Continued use of our services after changes constitutes acceptance of the updated policy.
For questions or concerns about this Privacy Policy, contact us at alan@evolveadvising.com.