This page describes how the public BBI Edge website handles information. It is written in plain language for visitors, procurement reviewers, and partners.
Public contact and booking use the paths below.
Questions: dr.gilliam@bbiedge.com
Before booking a live BBI discovery call, visitors complete a qualification form at /qualify.
What we collect: name, company, role, work email, optional phone, organization type, budget range, decision authority, target start date, optional ERP system, and a short problem description.
Why: to route booking access appropriately, prepare for discovery calls, and reduce unqualified or no-context bookings.
Where it is stored: submission records and per-email booking state are stored in Vercel KV (BBI's hosting provider infrastructure).
How it is used: server-side routing to unlock the correct calendar, direct cold-tier visitors to /resources, email pre-call briefs for qualified leads, warm-tier nurture enrollment, and reschedule/no-show access controls. Data is used for BBI intake and routing only — not sold or shared with third parties for marketing resale.
Email notifications: transactional email may be sent through Resend. Warm-tier leads may be enrolled in BBI's ConvertKit (Kit) nurture list when configured.
The the qualification form is a rule-based readiness assistant. It is not a generative AI chatbot and does not make live AI calls.
Some BBI Edge links — including BBI Insights — open third-party sites such as Substack, GitHub, Microsoft Learn, and Credly. Those services have their own privacy practices. BBI does not control their logging or data handling.
Vendor: Vercel Web Analytics — privacy-oriented aggregate traffic measurement on bbiedge.com.
Rejected for this site: Google Analytics, generic marketing pixels, and session replay tools.
This site serves its typography (Inter and IBM Plex Mono) from its own domain, so fonts do not trigger a request to Google. The one exception is the 404 error page, which still loads fonts from Google Fonts.
The AI Readiness Checklist, the ERP scans, the ERP Toolkit, the GROUND Skills Pack, and the GROUND Instruments run in your browser or your own AI assistant. Nothing you enter is sent to BBI unless you choose one of two optional actions: "Email me this brief," which sends your address and your brief to BBI's email provider so a copy can be delivered to you, or "Add my result to the public readiness data," available on the AI Readiness Checklist, the ERP Implementation Readiness Scan, and the Six ERP Failure Modes Self-Scan, which records your score, stage or area totals, risk tier or band, verdict, organization type, and (ERP scan only) project phase and resistance sub-score anonymously (no answers, no system name, no name, no email, no IP address) for the aggregate page at /ai-readiness-data. If the same browser opts in on both the AI checklist and the ERP scan, the two scores are sent together once; the server keeps only running sums (count, totals, cross-products) so a correlation can be reported, and no individual pair is stored. The two scores are held in your browser's local storage for up to 180 days to make that one-time pairing possible; clearing site data removes them. Both actions are off by default. These aggregates are also the public, anonymous strand of a research study by BBI's founder on organizational readiness; no engagement or client data is ever joined to them.
If BBI adds an approved web form backend, changes analytics vendors, or introduces other data collection, this page will be updated before or alongside those changes.