An agency website may collect information through quote forms, analytics, chat, maps, and embedded services. A clear inventory helps the agency understand what is collected and by whom.
Start with the reader’s real question
Map each form and integration, document its purpose, disclose relevant practices, minimize fields, and provide a direct privacy contact.
Build a process your agency can maintain
Privacy and cookie rules vary by jurisdiction. Third-party providers may receive visitor data, so review their settings, contracts, and current policies.
Put the guidance into practice
Create an inventory of every third-party script and form. Disable tools without a clear purpose and update the privacy notice for the ones retained.
Take the next step
Put your agency workflow in one place.
Explore the CRM and website builder with sample information in a private, time-limited demo workspace.