Effective Date: July 20, 2026
Last Updated: July 24, 2026
1. Introduction
This Privacy Policy explains how FREEMAN ADVISORY LLC, operating under the brand AUTOPILOT, collects, uses, discloses, stores, and otherwise processes personal information.
In this Privacy Policy:
“AUTOPILOT,” “FREEMAN,” “Company,” “we,” “us,” and “our” mean FREEMAN ADVISORY LLC.
“Website” means www.freemanautopilot.com and any related pages, landing pages, forms, or online resources operated by us.
“Services” means our strategic advisory, assessments, workshops, programs, guidance, educational materials, and related business services.
“Personal information” or “personal data” means information that identifies, relates to, describes, or can reasonably be linked to an identifiable individual.
This Privacy Policy applies to personal information collected through our Website; contact and application forms; email and other communications; introductory and advisory calls; client onboarding; strategy questionnaires; contracts and invoices; events and workshops; newsletters and marketing; and the delivery of our Services. This Privacy Policy does not govern the privacy practices of third parties that operate independently from us.
2. Identity of the Data Controller
The organization responsible for determining how personal information is processed is:
FREEMAN ADVISORY LLC
Operating under the brand AUTOPILOT
A Wyoming limited liability company
[Insert business mailing address]
Wyoming, United States
Website: www.freemanautopilot.com
Email: Info@freemanadvisory.global (Subject: Privacy)
For purposes of applicable privacy laws, FREEMAN ADVISORY LLC ordinarily acts as the controller or business responsible for personal information described in this Privacy Policy. In some client engagements, we may process personal information on behalf of a client. In that situation, the client may act as the controller and we may act as a processor or service provider under the applicable contract.
3. Scope and Intended Audience
Our Website and Services are intended primarily for business owners, founders, executives, managers, employees, professional advisors, and representatives of commercial organizations. Although our Services are primarily business-to-business, information concerning an identifiable business contact may still constitute personal information. This Privacy Policy applies regardless of whether you interact with us in a personal capacity or on behalf of an organization.
4. Personal Information We Collect
The information we collect depends on how you interact with us.
A. Contact and identification information: full name; email address; telephone number; mailing or billing address; country or region; preferred language; and other contact details.
B. Professional and business information: company name; job title; professional role; industry; company size; approximate revenue range; number of employees; business location; website address; ownership or management role; professional biography; and information about your business objectives.
C. Inquiry and application information: the content of your inquiry; your reasons for contacting us; business challenges; founder-dependency concerns; service interests; preferred meeting dates; referral source; and other information you voluntarily provide.
D. Client and engagement information: strategy questionnaires; organizational charts; product or service descriptions; pricing information; delivery models; internal processes; team roles; sales information; customer or supplier concentration information; cash-flow information; financial summaries; business plans; succession plans; transaction objectives; meeting notes; recommendations; project correspondence; and completed deliverables. We ask clients not to provide personal information that is not reasonably necessary for the engagement.
E. Financial and transactional information: billing contact information; invoice details; payment status; transaction date; amount paid; currency; tax-identification information where required; and limited payment-related information necessary for direct bank transfers and invoicing.
F. Communications: email; contact forms; videoconferencing; calendar invitations; telephone; messaging tools; surveys; and social-media communications. This may include the date, time, participants, attachments, and content of the communication.
G. Call, workshop, and recording information: where disclosed and permitted by law, we may record or transcribe calls, workshops, or meetings for purposes such as preparing accurate notes; creating agreed deliverables; quality assurance; training; or maintaining an engagement record. We will ordinarily provide notice before recording. You may request that a meeting not be recorded, although this may affect our ability to offer certain features, such as transcripts or replay access.
H. Website and technical information: IP address; browser type; device type; operating system; approximate geographic location; referring page; pages visited; links clicked; session duration; date and time of access; language preference; cookie identifiers; and similar usage information.
I. Marketing preferences: whether you subscribed to communications; your areas of interest; email engagement information; unsubscribe requests; and communication preferences.
J. Information from third parties: professional referrals; event organizers; publicly available business sources; social networks; scheduling providers; analytics providers; and clients or colleagues who identify you as a business contact.
5. Sensitive and Special-Category Information
Our Services are not designed to collect sensitive personal information unnecessarily. Please do not provide information concerning health; race or ethnic origin; political opinions; religious beliefs; sexual orientation; biometric identifiers; criminal history; government identification; personal banking credentials; or other highly sensitive personal matters unless it is genuinely necessary for the engagement and we have agreed to receive it. Business financial information may be commercially confidential even when it is not legally classified as sensitive personal data. If we receive sensitive personal information inadvertently, we may delete, restrict, or return it where reasonably practicable.
6. How We Use Personal Information
We may use personal information to:
Operate the Website: provide and maintain the Website; display content; manage forms; identify technical problems; secure the Website; prevent misuse; and understand general Website activity.
Respond to inquiries: respond to questions; evaluate whether our Services may be suitable; schedule calls; prepare for introductory meetings; and communicate with prospective clients.
Provide Services: onboard clients; assess business information; conduct workshops; prepare recommendations; create roadmaps and deliverables; provide strategic guidance; maintain engagement records; and manage the client relationship.
Administer contracts and payments: prepare proposals; enter into contracts; issue invoices; process and reconcile direct bank wires/payments; maintain accounting records; enforce contractual terms; and manage disputes.
Communicate: send operational notices; confirm meetings; provide engagement updates; respond to requests; send service-related information; and maintain records of communications.
Improve our business: improve our Website and Services; develop new offerings; evaluate business performance; improve our frameworks; train personnel; perform internal analysis; and identify general trends.
Marketing: send newsletters; provide educational materials; announce events; describe relevant Services; and communicate with business contacts. You may unsubscribe from marketing emails at any time.
Legal, security, and compliance purposes: comply with legal obligations; protect legal rights; establish or defend legal claims; investigate suspected fraud or misuse; enforce agreements; respond to lawful requests; protect the security of our systems; and protect individuals, clients, or the public.
Business transactions: financing; due diligence; restructuring; merger; acquisition; sale of assets; reorganization; or a transfer of the business, subject to appropriate confidentiality protections.
7. Legal Bases for Processing Under European Law
Where the GDPR or similar European data-protection law applies, we ordinarily rely on one or more of the following legal bases:
Performance of a contract: taking steps at your request before entering a contract; providing contracted Services; and processing invoices/payments.
Legitimate interests: operating a professional advisory business; responding to inquiries; improving Services; protecting our Website; preventing fraud; and asserting legal rights.
Consent: optional cookies; certain marketing communications; recordings where required. You may withdraw consent at any time.
Legal obligation: complying with tax; accounting; regulatory; court; sanctions; and recordkeeping requirements.
Legal claims and substantial interests: establishing, exercising, or defending legal claims; or addressing serious security concerns.
8. Cookies and Similar Technologies
The Website may use cookies and similar technologies to support functionality, security, preferences, and analytics. Necessary cookies may be required for the Website to function securely. Where enabled and permitted, analytics cookies help us understand Website performance. Optional cookies will not be activated until the user gives the required consent where required by law. Users may adjust cookie preferences through the Website’s cookie settings or browser controls.
9. Website Analytics
If enabled, we may use Google Analytics to understand general Website usage and improve the Website. Google Analytics may collect information such as pages visited, approximate location, device and browser information, referring sources, and interaction events. We ensure that any required consent is obtained prior to the activation of nonessential tracking tags.
10. Scheduling and Videoconferencing
We may use scheduling and communication providers to arrange and conduct meetings (e.g., Google Workspace, Zoom, or similar platforms). These providers may process contact details, meeting dates, time zones, invitation details, and communications necessary to provide their service. Their independent processing is governed by their own privacy notices.
11. Payment and Invoicing Information
We process payments for our Services via direct bank wire, ACH transfer, or equivalent direct invoicing methods. We do not collect, process, or store credit card or payment card credentials on our Website. When you settle an invoice, we collect billing contact information, bank account identifiers necessary for reconciliation, transaction dates, and amounts paid. Payment records are maintained strictly for accounting, tax, and legal compliance purposes.
12. Email and Business Systems
We may use cloud-based business-service providers for email, document storage, calendars, videoconferencing, internal administration, and collaboration. Access to information processed through these systems is limited to persons who reasonably require it for legitimate business purposes.
13. Artificial Intelligence and Automated Tools
We may use commercially available artificial-intelligence and automated tools to support legitimate business activities, including brainstorming, drafting, research assistance, summarization, organization, translation, transcription, and preliminary analysis.
Our AI principles: We seek to use AI only for legitimate business purposes; limit the personal or confidential information submitted where reasonably practicable; avoid submitting unnecessary sensitive information; apply human review to client-facing strategic work; verify important factual or analytical output; and comply with our contractual confidentiality obligations.
We do not intend to use AI to make solely automated decisions that produce legal or similarly significant effects concerning Website visitors or clients. Where a particular client requires that its confidential information not be processed through third-party generative-AI tools, that requirement should be documented in the applicable Client Services Agreement.
14. Client Confidentiality and Business Information
Client materials may contain confidential commercial information. We use such information to provide the agreed Services and for related administrative, legal, and security purposes. We do not sell confidential client information. We do not use an identifiable client’s confidential information in marketing, testimonials, case studies, training, or public materials without authorization. Detailed confidentiality obligations are contained in the applicable Client Services Agreement.
15. How We Disclose Personal Information
We may disclose personal information to:
Service providers: assisting with cloud storage, email, analytics, scheduling, videoconferencing, accounting, security, transcription, artificial intelligence, and document management.
Professional advisors: attorneys, accountants, tax advisors, insurers, and auditors where reasonably necessary.
Business counterparties: in connection with a proposed or completed merger, acquisition, financing, restructuring, or transfer of assets.
Authorities and legal recipients: where reasonably believed necessary to comply with law, respond to a subpoena, cooperate with lawful authorities, enforce contracts, investigate fraud, or defend legal claims.
With your direction or consent: when you request, authorize, or consent to the disclosure.
16. No Sale of Personal Information
We do not sell personal information for monetary consideration. We do not knowingly sell personal information belonging to children or minors. If we later engage in activity legally classified as selling or sharing personal information, we will provide any notices and opt-out mechanisms required by applicable law.
17. International Data Transfers
FREEMAN ADVISORY LLC is established in the United States. Personal information may therefore be processed in the United States, the country where you are located, and countries where our service providers operate. Where European, UK, or Swiss law requires safeguards for an international transfer, we rely on appropriate mechanisms such as an adequacy decision, an applicable data-privacy framework, or standard contractual clauses.
18. Data Retention
We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy.
General inquiries: ordinarily retained for up to 24 months after the most recent meaningful communication.
Client engagement records: ordinarily retained for the duration of the engagement and for up to seven years afterward, subject to legal, tax, insurance, and dispute requirements.
Invoices and accounting records: retained for the period required by applicable tax and accounting law.
Marketing records: retained until consent is withdrawn or an objection is received.
We may retain information longer where litigation is anticipated, a legal hold applies, or it is necessary to defend legal claims.
19. Data Security
We use commercially reasonable administrative, technical, and organizational safeguards designed to protect personal information, including password protection, access restrictions, secure communication tools, contractual confidentiality, and internal data-minimization practices. No method of electronic storage is completely secure, and we cannot guarantee absolute security. You are responsible for using secure methods when transmitting highly confidential information.
20. Data Incidents
If we become aware of a personal-data breach, we will investigate and take measures appropriate to the circumstances. Where legally required, we will notify affected individuals, supervisory authorities, clients acting as controllers, or other legally designated parties.
21. Marketing Communications
We may send marketing communications where you requested them, you consented, or an existing business relationship permits them. You may unsubscribe by using the unsubscribe link in an email or contacting us at info@freemanadvisory.global, (Subject: Privacy). Unsubscribing from marketing does not prevent us from sending necessary transactional or service-related communications.
22. Your Privacy Rights
Depending on applicable law, you may have the right to request access, correction, deletion, or a portable copy of your information; object to or restrict certain processing; withdraw consent; opt out of marketing; and complain to a regulator.
European Economic Area / UK / Switzerland: You may have the right to access, rectify, erase, or restrict processing of your data, and object to processing based on legitimate interests. You may lodge a complaint with a competent supervisory authority in your jurisdiction.
U.S. States (e.g., California): Where applicable U.S. state privacy laws apply to us, residents may have rights to know the categories of information collected, request deletion, request correction, and receive equal service without unlawful discrimination.
23. Exercising Your Rights
To submit a privacy request, contact us via email at info@freemanadvisory.global, (Subject: Private] or by mail at the address listed below. Please include your name, email address, country or state, and the nature of your request. We may request reasonable verification. We will respond within the period required by applicable law.
24. Do Not Track and Preference Signals
Where applicable law requires us to recognize a legally valid opt-out preference signal (such as Global Privacy Control), we will seek to honor that signal for the browser or device from which it is received.
25. Children’s Privacy
The Website and Services are intended for adults and business professionals. We do not knowingly collect personal information directly from children under eighteen. If you believe a child has provided personal information to us, contact info@freemanadvisory.global, (Subject: Privacy].
26. Third-Party Websites and Platforms
The Website may link to or embed content from third parties. We are not responsible for the privacy, security, or content practices of third-party sites or platforms.
27. Social Media
If you interact with us through social media, the platform may independently process information about your interaction according to its own privacy terms.
28. Changes to This Privacy Policy
We may update this Privacy Policy to reflect changes in law, new service providers, or operational developments. The “Last Updated” date will identify the latest revision.
29. Complaints
Please contact us first so that we have an opportunity to address your concern. You may also have the right to complain to a competent privacy or data-protection authority in your country or state.
30. Contact Us
FREEMAN ADVISORY LLC
Operating under the brand AUTOPILOT
[Insert business mailing address]
Wyoming, United States
Email: info@freemanadvisory.global (Subject: Privacy)
Website: www.freemanautopilot.com