Notice at Collection

Effective Date: August 1, 2026 · Last Updated: August 1, 2026

This Notice at Collection describes, at or before the point of collection, the categories of personal information EnterCannected collects and the purposes for which it is used. It supplements, and should be read together with, the full Privacy Policy.

Publish the following complete notice on a dedicated page at /notice-at-collection. It may also be displayed in an accessible modal or side drawer when a visitor selects “Notice at Collection.”

NOTICE AT COLLECTION

RGE Advisors, LLC, doing business as EnterCannected, collects personal information when you interact with our website, forms, assessments, scheduling services, communications, CannectedU, client portals, courses, communities, transactions, and related services.

Categories of Information We May Collect

Contact and identification information, including your name, email address, telephone number, mailing address, business name, location, and other contact details.
Business and professional information, including your organization, professional role, department, job responsibilities, ownership or management relationship, operating market, licensing status, and business-development stage.
Assessment and intake information, including Health Check responses, written comments, business conditions, operational information, leadership information, financial-visibility information, workforce and training information, results, findings, readiness indicators, recommendations, and related inferences.
Account and learning information, including account credentials, assigned permissions, courses, lesson activity, progress, quiz or knowledge-check responses, scores, assignments, completion records, certificates, coaching activity, and community participation.
Scheduling and communication information, including meeting selections, availability, time zone, responses to scheduling questions, messages, attachments, support requests, appointment changes, and related correspondence.
Transaction information, including services purchased, invoices, payment status, subscriptions, refunds, and limited payment-related information provided by a payment processor.
Audio, video, image, and meeting information, including recordings, transcripts, captions, chat messages, meeting notes, action items, and materials shared during authorized sessions.
Device, browser, internet, cookie, and browser-storage information, including IP address, device and browser details, requested pages, timestamps, approximate location, security information, cookie identifiers, local storage, session storage, saved assessment progress, and similar technical information.
Marketing and engagement information, including newsletter preferences, campaign source, referral source, email delivery, opens or clicks when tracking is enabled, event registration, resources requested, and responses to communications.
Sensitive personal information only when necessary for a clearly identified purpose or voluntarily included in authorized business, workplace, account, payment, or communication records. General website forms should not be used to send highly sensitive information.

Why We Collect and Use the Information

To operate, secure, administer, and improve the website and Services.
To process forms, inquiries, assessments, and Health Checks.
To save and restore assessment progress.
To generate, display, email, and review assessment results.
To provide consulting, advisory, coaching, implementation, training, courses, portals, communities, and client support.
To schedule, confirm, reschedule, and prepare for meetings.
To create and administer CannectedU accounts and learning experiences.
To process purchases, subscriptions, invoices, and payments.
To communicate about requested services, accounts, appointments, assessments, and client engagements.
To provide marketing communications when permitted and honor opt-out choices.
To detect misuse, protect accounts and systems, troubleshoot technical issues, and respond to security incidents.
To maintain appropriate business, tax, accounting, insurance, security, and legal records.
To comply with law, enforce agreements, and establish, exercise, or defend legal claims.

Service Providers and Technology

We may disclose personal information to service providers and contractors that process it for authorized business purposes. These providers currently include Cloudflare for website hosting, delivery, infrastructure, and security; Resend for email delivery; and Calendly for scheduling. Our providers also include Kajabi whenever Kajabi is used to develop, test, host, operate, or support CannectedU or another EnterCannected feature. Other provider categories may include payment processing, video conferencing, recording, transcription, document storage, customer relationship management, analytics, communications, accounting, customer support, and artificial intelligence or automation tools used with appropriate safeguards.

Browser Storage and Cookies

Certain assessments may use local storage, session storage, first-party cookies, or similar browser technologies to save progress. Information saved in a browser may remain available to another person using the same browser or device. Avoid completing an assessment on a public or shared device. Necessary technologies may also be used for security, content delivery, account access, session continuity, forms, scheduling, course access, checkout, and similar functions. Where required by law, optional analytics, advertising, or marketing technologies will be subject to an appropriate choice or consent mechanism.

Emailing Results and Other Recipient Information

When you request emailed results, recipient information and message content may be processed by our email-delivery provider. If you enter another person’s email address, you represent that the address is accurate, the person is an intended recipient, and you are authorized to share the results and any confidential business information they contain.

We do not sell personal information in exchange for money. We do not use Health Check responses for cross-context behavioral advertising or targeted advertising. We may disclose information to service providers that process it on our behalf. If our practices later constitute a sale, sharing, or targeted advertising under applicable law, we will provide the notice and privacy controls required by law.

Retention

We retain each category of information only for as long as reasonably necessary for the purposes for which it was collected. Retention depends on factors such as whether an assessment, inquiry, account, client relationship, transaction, or legal obligation remains active; the sensitivity of the information; security and fraud-prevention needs; tax, accounting, insurance, and recordkeeping requirements; applicable limitation periods; provider retention settings; backup cycles; and the need to establish, exercise, or defend legal claims. Locally saved browser progress may remain until it is submitted, cleared, expires through the assessment’s settings, or is removed through browser controls.

Privacy Rights and Requests

Depending on where you live, you may have rights to request access, correction, deletion, or portability of personal information and to exercise other privacy choices described in the EnterCannected Privacy Policy. Privacy questions and requests may be sent to privacy@entercannected.com.

Additional Information

Review the EnterCannected Privacy Policy for a complete explanation of our privacy practices, service providers, recordings, CannectedU and Kajabi, marketing, retention, security, and privacy rights.