What we collect
When you contact Identify, we may collect information you provide such as your name, work email, role, company, project context, timeline and how you heard about us. We may also collect basic technical information associated with the enquiry, including referrer, device or browser information and campaign parameters.
On identify.com.au, Google Analytics, Google Ads conversion measurement, LinkedIn Ads conversion measurement and Apollo company visitor identification are four separate optional choices in Privacy settings. You can refuse any or all of them and change your choice later; essential website operations may still collect technical records for security and reliability. Identify uses its own Google Analytics property and does not reuse simongreally.com's marketing measurement identifiers.
If you separately allow LinkedIn Ads conversion measurement, the LinkedIn Insight Tag processes technical visit information on selected public marketing pages to measure advertising and confirmed bookings or enquiries. LinkedIn may associate this information with a LinkedIn member account under its privacy policy. Identify does not send names, email addresses, form answers or chat messages in LinkedIn conversion events and does not enable enhanced matching. The tag is excluded from client workspaces, login and assessment pages. Existing visitors are not automatically opted into LinkedIn tracking.
If you expressly allow company visitor identification, Apollo may process technical website visit data and use it to infer the business organisation associated with a visit, including pages explored and apparent company-level interest. Apollo's company-level matching is approximate, and the result does not identify which person at that company visited. Person-level Apollo visitor identification is disabled for Identify. The Apollo script is not loaded before this optional permission, and existing visitors are not automatically opted in.
If you use the AI Readiness Benchmark, we may store your assessment responses together with broad business context such as industry, employee range and state or territory. The benchmark does not require your name, email address or company name. Basic technical information such as browser information and referrer may also be stored with the response.
After receiving a benchmark score, you may choose to provide your first name, company and work email to unlock a tailored action plan. Those contact details are treated as an enquiry and may include your benchmark result so Identify can provide the requested plan and respond about the assessment. Any separate opt-in to future benchmark insights is optional.
When you use the public Ask Identify AI guide, the questions and conversation context you enter are processed by an AI service to generate responses. The public website may keep recent chat messages in your browser's session storage so your conversation can continue as you navigate its pages; you can clear this using the guide's new-conversation control. Do not include confidential records, credentials or sensitive personal information in this public chat.
When you request a discovery booking, Identify checks available times with Calendly, our scheduling service. If you confirm a booking, Calendly receives the name, email, timezone, selected meeting time, business name and any optional context you choose to provide. Calendly handles the calendar invitation and booking changes. Identify keeps limited hashed security and deduplication records of booking requests without retaining your booking form's name or email in that ledger.
Using Ask Identify does not automatically create a sales lead. If you choose to send an enquiry from the guide, you can review and edit your message and explicitly submit your name, email, business and message to Identify. We may also collect limited interaction events, such as use of the guide or selection of a recommended next step, without sending your full message text as analytics metadata.
We do not ask for sensitive personal information through the website. Please do not submit confidential client, patient, employee or other sensitive business data through the public contact form.
How we use information
We use information submitted through the website to respond to enquiries, assess whether Identify may be a fit, improve our services, understand how people find us and operate the website. We may use aggregate or company-level visitor signals to prioritise business development and measure campaign performance. We use benchmark responses to improve the assessment and develop aggregate insights about AI readiness by broad business segment. We will not present an individual benchmark response as belonging to a named organisation unless separately agreed.
Where you request a benchmark action plan, we use the contact details you provide to display the plan, save the result with your enquiry and respond about the benchmark. We use contact details for future benchmark updates only where you separately opt in.
We do not sell personal information. Apollo is an external visitor-identification service provider; its processing, including any international processing, is described in Apollo's own privacy documentation. Identifying a business does not itself authorise unsolicited messages to any individual.
Storage and service providers
Website enquiries are stored in infrastructure used to operate the Identify website. We may use reputable technology providers to host the site, process website data, provide analytics, communications or other operational services.
Those providers, including AI model services used to produce Ask Identify replies, may process information in Australia or other jurisdictions where they operate. We take reasonable steps to use providers and configurations appropriate to the information involved.
AI and client work
This policy also describes the basic data practices of Identify OS. Client projects may also be governed by separate engagement terms, confidentiality obligations, data handling requirements and agreed security or governance controls.
If you create an Identify OS workspace, we may store business context, workflow information, agent configurations, approval records, connected-system metadata, model usage and outcome measures so the service can operate and maintain an audit trail.
Identify OS may process workspace inputs through AI model providers selected by Identify or by the customer. A workspace can use Identify-managed model access or, where enabled, a customer-supplied provider credential. Saved provider credentials are not returned to the browser after connection and are used only to route authorised workspace model requests.
Identify OS can guide a business through conversational onboarding. The customer reviews and confirms business details before saving them to its workspace. Within a signed-in workspace, Identify may save conversations for continuity, together with individual starter-training completion records. Workspace conversations are associated with the signed-in user and can be cleared from the conversation interface without deleting the separate business profile or audit records.
Where you connect a third-party account such as Google Workspace or Microsoft 365, access is authorised by you and limited to the scopes requested for the relevant feature. Connected services remain subject to their own terms and privacy practices.
Identify may expose selected tools through standards such as Model Context Protocol so a user can access Identify from compatible AI clients. Customer-specific tools require authentication and remain scoped to the connected Identify workspace. Public tools expose only non-confidential Identify workflow content.
Local operators and client referrals
If you reach Identify via an activated operator referral link, we may record the referral identifier alongside your enquiry to attribute the introduction and coordinate delivery through the national Identify team. Referral tracking does not grant the referring operator access to the client workspace.
Where a business becomes a client, authorised Identify administrators may link the original enquiry to the existing client workspace so strategy, audits, implementation and software records are coordinated without guessing which businesses belong together. Access remains controlled by workspace permissions.
Payments and subscriptions
Where Identify OS subscription billing is enabled, payment processing may be handled by Stripe or another disclosed payment provider. Identify does not need to store full card details in the Identify OS application when payments are processed by the payment provider.
Platform subscription data and model-usage records may be stored separately from professional-services invoices so customers can manage software billing without affecting access to separately contracted client work.
Retention and security
We keep enquiry information only for as long as reasonably required for business, legal and operational purposes. We use reasonable technical and organisational measures to protect information from unauthorised access, loss, misuse or disclosure.
No internet transmission or storage system can be guaranteed to be completely secure.
Access, correction and questions
If you want to access or correct information you have provided, or you have a privacy question, contact simon@identify.com.au.
We may update this policy as our services, technology or legal obligations change. The date above shows the latest version.