digital · one time
Free Privacy & Discretion Checklist
No-cost checklist to evaluate how private your current tools feel—and whether automation is a fit.
Free
What you are paying for
No-cost checklist to evaluate how private your tools feel and whether automation is a fit. Standard lead magnet—builds trust before paid work.
Deliverables
- Checklist PDF or guided questions
- Self-score
- Optional path to audit CTA
Included
- • Free personal use
Not included
- • Custom consulting in the free item
- • Ongoing 24/7 monitoring unless on a written retainer that includes it
- • Enterprise compliance certifications (SOC 2, HIPAA BAA) unless separately contracted
- • Licenses for third-party software, VPN subscriptions, or cloud seats
- • Guaranteed outcomes with tools we do not control (vendor API outages, employer policy blocks)
- • Legal or HR advice
How it works
- 01
Request
Contact or download path.
- 02
Self-score
Honest answers.
- 03
Optional audit
If you want help.
Prerequisites
- • None
Expected outcomes
Outcomes describe intent—not contractual guarantees of business results.
- • Clearer sense of privacy readiness