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Effective date: November 14, 2026
Next Phase A&E Advisory, LLC ("Next Phase A&E," "we," "us") provides business management consulting to architecture, engineering and design consulting firms. This Privacy Policy explains what personal information we collect through nextphaseae.com, how we use and share it, and the choices you have.
Next Phase A&E Advisory, LLC, 110 Traders Cross, Bluffton, SC 29909. Phone: (888) 374-3051. Email: Rodney@NextPhaseAE.com.
Information you give us. When you use our website or contact us, you choose what to share:
Request a Meeting form: first and last name, company name, job title, email address, phone number, how you learned about us, your preferred meeting days and times, and your message.
7-Minute Firm Health Check: your answers, your scores, your first name, business email and firm, and whether you opt in to emails with practical guides.
Email, phone and video calls: whatever you include when you contact us directly.
Information collected automatically. When you visit the website, our site and our service providers collect standard technical data: your IP address, browser and device type, pages visited, time on each page, and the site that referred you. We collect this through cookies and similar tools described below.
Client engagement records. Clients share business records with us through a secure SharePoint folder during an engagement. Our professional services agreement governs those records. We summarize how we handle them under "How Long We Keep Information."
To respond to your request and schedule a meeting
To show your Health Check results and follow up on them
To send information about our services, which you can stop at any time
To deliver and administer client engagements
To understand how visitors use the website and improve it
To protect the website, prevent fraud, and meet legal obligations
We do not sell your personal information. We do not share it for cross-context behavioral advertising.
We share personal information only with service providers who help us run the business, and only for that purpose:
Nimble: our customer relationship management (CRM) system, which stores form submissions and Health Check results
Zapier or Make: connects the Health Check to Nimble
Microsoft 365: email, Microsoft Teams meetings and SharePoint file sharing
WP Engine: hosts nextphaseae.com
Google Analytics: measures website traffic
We also disclose information when the law requires it, to protect our rights or safety, or as part of a sale or merger of the business, in which case this policy continues to apply.
Our website uses cookies: small files stored by your browser. Some keep the site working. Others, set by Google Analytics, measure how visitors use the site. These third parties collect information about your visits to this website and other websites over time.
You can block or delete cookies through your browser settings, or install Google's Analytics opt-out browser add-on (tools.google.com/dlpage/gaoptout). The website still works without analytics cookies. Google explains how it uses this data at policies.google.com/technologies/partner-sites.
Some browsers send a "Do Not Track" signal. No common industry standard exists for responding to these signals, and our website does not currently respond to them. We do not sell personal information or use it for targeted advertising.
If we send you emails about our services, each one includes an unsubscribe link. You can also email Rodney@NextPhaseAE.com to stop them. We still send messages about an active engagement or a request you made.
Inquiries and Health Check results: as long as needed to respond and maintain a business relationship, or until you ask us to delete them.
Client engagement records: 12 months after the engagement ends, then deleted.
Website analytics data: according to the data retention setting in our Google Analytics account.
We use reasonable safeguards, including access controls on client folders and secure, encrypted connections for our website and Microsoft 365 services. No method of storage or transmission is completely secure, so we cannot guarantee absolute security.
Never send Social Security numbers, bank logins, passwords or personal tax returns through our website, by email or to a client folder.
You can ask us to see, correct or delete the personal information we hold about you, or to stop marketing emails. Email Rodney@NextPhaseAE.com or call (888) 374-3051. We will verify your identity before acting on a request.
Residents of some states have additional privacy rights under state law. We honor access, correction and deletion requests from any visitor, wherever you live, and we respond within the time applicable law requires.
Our website serves business owners and professionals. It is not directed to children under 16, and we do not knowingly collect personal information from them.
Our pages link to other websites, such as the American Institute of Architects, the American Council of Engineering Companies and LinkedIn. Their privacy practices are their own, and this policy does not cover them.
When we update this policy, we post the new version on this page and change the effective date at the top. For significant changes, we also post a notice on the website.
Questions about this policy or your information: Next Phase A&E Advisory, LLC, 110 Traders Cross, Bluffton, SC 29909. Phone: (888) 374-3051. Email: Rodney@NextPhaseAE.com.