Matching brief
The questionnaire processes answers in your browser to generate service-based suggestions. Answers are not submitted to a lead database. Downloading the brief saves a file to your device. You can copy a prepared inquiry and open a provider’s website; neither action sends your brief automatically.
Personal scorecards
Scorecards are stored in this browser’s local storage only when you select “Save on this device.” Other people using the same browser profile may be able to see them. Clear a provider’s scorecard from the worksheet or remove this site’s browser data.
External websites
Provider links open external websites with their own data practices. Contact providers through their published website links.
Hosting
The hosting service may process standard connection and access information to deliver the site. This site uses our shared CRM to measure page paths, referring website domains, and anonymous browser sessions. The traffic script also records campaign labels from utm_source, utm_medium, utm_campaign, utm_content, and utm_term when provided in a link. It does not collect form answers or other page query parameters. Campaign labels persist within a browser tab and expire after 30 minutes without recorded activity. Please do not include personal information in campaign labels. It stores campaign labels and a random session identifier in session storage and respects Do Not Track and Global Privacy Control. Inquiry information is collected separately when you submit a form. No advertising pixel is added by this traffic measurement.
Information submitted to the review desk
The customer review form opens the shared review submission system. Your display name, service period, rating, headline, and review text may be published on the source website after moderation. Your email address and company fields are kept in the private team workspace for moderation and follow-up; they are not included in the public review feed. Avoid putting confidential details into the public review fields.
Saved providers and inquiry forms
Saved providers remain in this browser’s local storage. Unsave a provider or clear this site’s browser data to remove the saved list. Inquiry and provider-submission links open a shared submission form and identify the website you came from. Information you submit there is stored in the CRM for submission review and follow-up.
Verification requests
Company verification requests collect the representative’s name, company email, role, website and supporting information in the private verification inbox. Reviewers may also provide private supporting information to request customer-relationship verification. Public pages show verification status and dates, not contact information, evidence or team notes. Team verification decisions are recorded for accountability.
Google Analytics
If you choose Allow analytics, we use Google Analytics cookies to understand page visits, referral sources, campaigns, and basic device information. Google receives this analytics information. We do not send your form answers to Google Analytics. Advertising personalization and Google signals are disabled. Google Analytics does not load until you allow it, and we respect browser Do Not Track and Global Privacy Control signals.
Use Analytics privacy settings in the footer to change your choice. Your choice is remembered on this browser for up to 180 days. Our separate CRM traffic reporting described above continues independently. Google privacy policy.