Lead inquiries only — not a services agreement
This site collects information to understand a potential customer inquiry and follow up about possible next steps. Submitting details, requesting an assessment, or scheduling a call does not create a client relationship or obligate either party to future work. Any services, scope, prices, confidentiality obligations, and statement of work (SOW) would be negotiated separately, outside the site, under a written agreement signed by both parties.
1. What you submit
The assessment and contact forms collect the details you choose to enter, such as your name, email, company, business website, team size, industry, current tools, workflow, and a description of the challenge. The assessment may also ask for an approximate time range spent on that workflow.
Details are submitted when you take the final submit action. Form entries are not saved to your browser’s local storage. Please do not include confidential customer records, passwords, payment information, health data, or other sensitive personal or business information.
2. Why the information is used
WorkCarta uses your submitted details to understand the opportunity, review the request, prepare an initial assessment where appropriate, and contact you about possible next steps. The contact-permission checkbox is unchecked by default and must be selected before submission.
Submitting an inquiry does not automatically subscribe you to unrelated marketing emails. If an optional marketing preference is offered, it is separate and off by default. Your submitted information is not sold.
3. Storage and access
Successful submissions are stored in a private, server-backed lead inbox. Lead records and notes are restricted to the authorized site owner. A request ID is shown only after the server confirms storage. Entries are retained to review and respond to the request and manage a potential engagement; you can request correction or deletion below.
The hosting service processes information needed to deliver, authenticate, and secure the site. Limited technical information may also be used for spam prevention and rate limiting.
4. Email, CRM, scheduling, and AI
External email or CRM services are used only when configured for this site. Where enabled, the relevant contact and inquiry details may be sent to those providers to support a reply or lead management. A saved-request confirmation does not by itself mean that an email was sent or a CRM record was created.
If you choose to schedule a conversation, Google Calendar handles the booking. Opening its booking page or choosing to display the embedded calendar connects your browser to Google. Information entered in that booking form is handled under Google's applicable privacy practices. Calendar bookings are not automatically imported into WorkCarta's private inquiry inbox.
The assessment form does not send your entries to an AI model to generate a response. Initial recommendations are human-reviewed. Illustrative workflows and the sample assessment are examples, not demonstrations using your information.
5. Simple measurement, without advertising cookies
The site records coarse aggregate counts of events such as page views, assessment-button clicks, starts, submissions, and clicks on a configured booking link. These are event counts, not unique-visitor counts. Event requests do not contain your form answers. The site does not add advertising cookies or third-party advertising pixels.
An inquiry may include campaign labels from the page URL and a referring website’s hostname to help understand where it came from. It does not include the full referring page URL. Hosting authentication or security cookies may still be needed for private access.
If the owner enables Cloudflare Web Analytics, a privacy-focused Cloudflare beacon may also measure page visits, traffic sources, and page performance. Cloudflare processes the resulting website-performance data under its own service practices; the beacon is not sent your assessment answers or inquiry text. This feature does not require advertising cookies and is distinct from the site's lead inbox.
6. Questions, corrections, or deletion
Use the contact form to request a correction, deletion, or an end to follow-up about your inquiry. Mention “Privacy request” and your request ID if you have it. Use the same email address so the request can be verified; do not send identity documents or sensitive information.
Contact WorkCarta about privacy7. Providers, security, and retention
WorkCarta uses managed hosting and database infrastructure to store and protect lead requests. When email delivery is enabled, the email provider (currently Resend) processes the details needed to deliver inquiry confirmations and owner notifications. Google Calendar processes booking information when you choose to use it. We do not sell lead information or share it for third-party targeted advertising. We may disclose information if required by law or to address fraud, abuse, or security incidents.
Lead details and associated review notes are kept to manage your inquiry and related business follow-up. There is not currently an automatic fixed deletion schedule. You may ask for correction, deletion, or no further contact; some limited records may need to be retained where the law requires it. Access is restricted and technical safeguards are used, but no online service can guarantee absolute security. Providers may process information in locations where they operate.
8. Intended audience and notice updates
This website is intended for business representatives, not children, and WorkCarta does not knowingly seek information about minors. We may update this privacy notice when our systems, service providers, business details, or legal obligations change. The current version and update date will appear here. See our Terms of Use and Cookie Notice for related information.