Last Updated: June 2026
At Career Upside, we are committed to protecting and respecting your privacy.
This Privacy Policy explains how Career Upside (“Career Upside,” “we,” “us,” or “our”) collects, uses, stores, shares, and protects personal information through our website, coaching services, consulting services, assessments, forms, scheduling tools, communications, and related services.
This Privacy Policy applies to information collected through career-upside.com, our online forms, email communications, consultation requests, coaching engagements, workshops, assessments, videos, calls, and related digital tools. It may not apply to third-party websites, platforms, or services that we do not own or control.
By using our website or providing personal information to Career Upside, you acknowledge that we may collect, use, and process your information as described in this Privacy Policy.
If you have questions about this Privacy Policy or how your information is handled, please contact:
Todd McCarty, Privacy Officer
Career Upside
1264 Redemption Drive
Lawrenceville, GA 30045
Email: Todd.McCarty@career-upside.com
Phone: 404-219-7056
Career Upside helps individuals, families, leaders, teams, and organizations better understand how people are wired to perform, communicate, make decisions, and work together.
We provide career coaching, Birkman-based assessment coaching, student and parent career exploration, student-athlete development, leadership coaching, executive coaching, team performance consulting, talent acquisition support, marketing team coaching, and related services.
Personal information is information that identifies you or could reasonably be used to identify you. This may include your name, email address, phone number, mailing address, company name, job title, school, student or parent status, assessment-related information, coaching notes, payment information, website activity, device information, or other information you voluntarily provide to us.
Some information may not identify you directly but may still be considered personal information under applicable privacy laws when it is linked or reasonably linkable to you.
Career Upside may collect several types of information.
We may collect information when you:
This information may include:
Career Upside uses The Birkman Method and related Birkman reports as part of certain coaching, consulting, team, career exploration, talent, and leadership engagements.
Depending on the service, we may collect or process Birkman-related information, including:
We use this information to support coaching, self-awareness, career exploration, team development, communication, hiring support, leadership development, and related services.
Career Upside does not use Birkman data as the sole basis for high-impact decisions such as hiring, promotion, termination, scholarship decisions, team selection, medical decisions, or legal decisions. When used in talent or hiring-related work, assessment information should be considered one input among many.
When you visit our website, we may automatically collect information such as:
We use this information to understand website performance, improve user experience, measure marketing effectiveness, troubleshoot website issues, and improve our content and services.
Career Upside may use tools such as HubSpot and CallRail to manage inquiries, form submissions, email communications, call tracking, lead source attribution, and client relationship management.
If you call a tracking number or submit a form, we may collect information such as:
Career Upside currently uses call recording. If you do not want a call recorded, please let us know at the beginning of the call or contact us through another method.
You should avoid sharing highly sensitive information by phone unless it is necessary for the service you are requesting and you are comfortable doing so.
Career Upside may use Vidyard or similar video platforms to host, share, embed, and measure engagement with video content.
When you watch or interact with videos, we or our video service providers may collect information such as:
We use this information to understand which videos are useful, improve educational and marketing content, and follow up appropriately when video content is part of a coaching, consulting, sales, or client engagement process.
Career Upside may use Basecamp or similar project management tools to organize client projects, manage tasks, share files, track deliverables, and communicate about coaching, consulting, marketing, team, or business engagements.
Information shared through project management tools may include:
Please do not upload highly sensitive information to project management tools unless it is necessary for the engagement and you are comfortable sharing it in that environment.
We collect personal information in several ways, including:
Career Upside collects and uses personal information to:
Career Upside may use artificial intelligence tools such as ChatGPT, Claude, and other AI-enabled platforms to support our work.
We may use AI tools to help:
Career Upside may upload or enter Birkman-related information, coaching notes, resume information, LinkedIn information, value proposition drafts, or other client-provided information into private or business-grade AI tools to support these services.
AI tools are used to support the coaching and consulting process. They do not replace human judgment, professional interpretation, coaching conversation, or final review by Career Upside.
If you do not want Career Upside to use AI tools with your personal information, Birkman data, coaching materials, or assessment-related information, you may request that in writing by emailing Todd.McCarty@career-upside.com. We will make reasonable efforts to honor that request moving forward.
For more information, please review our AI Policy if available on our website.
Career Upside uses analytics, CRM, call tracking, website behavior, video engagement, and marketing measurement tools to understand how visitors find and use our website and to improve our services.
These tools may include, but are not limited to:
We use Google Analytics to understand website traffic, visitor behavior, page performance, traffic sources, and conversion activity. Google Analytics may use cookies and similar technologies to collect information about your interactions with our website.
We use Google Search Console to understand how our website appears in Google Search, including search queries, impressions, clicks, indexing information, and technical website performance.
Career Upside may use Google, Meta/Facebook, and LinkedIn pixels or tracking tags for advertising, remarketing, measurement, and future campaign planning.
Career Upside may not always have active advertising campaigns running. However, these tracking technologies may still be present on the website and may collect information when you visit.
We may use Microsoft Clarity to better understand how visitors interact with our website through tools such as heatmaps, session recordings, click tracking, scroll tracking, and other behavior analytics. This helps us improve website usability, page layout, content, and conversion paths.
We may use Hotjar to understand website behavior through tools such as heatmaps, session recordings, surveys, feedback tools, and behavior analytics. This helps us identify where visitors may be confused, where they engage, and how we can improve the user experience.
We may use HubSpot to manage forms, contacts, email communications, CRM records, marketing workflows, consultation requests, and client relationship information.
We use CallRail to track phone calls, understand what marketing channels generate inquiries, manage call attribution, and improve service follow-up. Call recording is currently enabled. CallRail may collect call-related metadata, recordings, transcriptions, and attribution information.
We may use Vidyard to host, embed, share, and measure engagement with videos. Vidyard may collect video viewing and interaction information when you watch or engage with Career Upside video content.
We may use Basecamp for project management, client communication, document sharing, deliverables, and engagement coordination. Basecamp is not primarily a website analytics tool, but it may process personal information if you participate in a project or engagement managed through Basecamp.
Career Upside uses cookies, pixels, tracking scripts, and similar technologies to:
When you first visit our website, you may be presented with a cookie consent banner that allows you to accept, reject, or manage certain categories of cookies, depending on your location and the consent tools active on our website.
You can control cookies through your browser settings and, when available, through our cookie consent tool. If you disable cookies, some parts of the website may not function properly or may not provide the full user experience.
Career Upside may use your personal information to:
We may analyze personal information, website activity, form submissions, assessment information, service interests, video engagement, or communication activity to create a profile that helps us understand what services, content, or communications may be most relevant to you.
For example, we may segment contacts by audience type, such as parent, student, student-athlete, mid-career professional, executive, HR leader, marketing leader, sports leader, business owner, agency owner, or team leader.
This helps us provide more relevant information and avoid sending content that is less useful to you.
Career Upside does not sell your personal information.
We may share personal information with trusted service providers and business tools that help us operate our website, communicate with you, deliver services, process payments, manage assessments, analyze website performance, track calls, host videos, manage projects, manage customer relationships, or improve marketing.
These providers may include:
We may also share personal information:
We do not share mobile phone numbers, SMS opt-in data, or text message consent information with third parties for their own marketing or promotional purposes.
If you provide your phone number or email address, we may use it to respond to your inquiry, schedule appointments, provide service updates, send reminders, or communicate about services you requested.
We may also send marketing or educational emails if you have opted in, requested information, downloaded a resource, attended an event, or have an existing business relationship with Career Upside.
You may opt out of marketing emails at any time by clicking the unsubscribe link in an email or by contacting us directly at Todd.McCarty@career-upside.com.
If we use SMS/text messaging, you may opt out by replying STOP or by contacting us directly.
Career Upside provides services that may involve high school students, college students, student-athletes, parents, and families.
Our website is not intended for use by children under 13 without involvement from a parent or guardian. We do not knowingly collect personal information from children under 13 without appropriate parental or guardian involvement.
For minors, including high school students, Career Upside generally expects parent or guardian involvement or consent before assessment-based coaching, student career coaching, or related services are provided.
Parents or guardians may contact us to review, update, or request deletion of information related to their minor child, subject to applicable legal, contractual, assessment, business, or recordkeeping obligations.
If you purchase services from Career Upside, payment information may be collected and processed by third-party payment processors. Career Upside does not intentionally store full credit card numbers unless specifically required and handled through appropriate secure systems.
Payment processors have their own privacy and security policies. We encourage you to review those policies when making a payment.
Career Upside uses commercially reasonable administrative, technical, and organizational measures to protect personal information from unauthorized access, use, disclosure, alteration, or destruction.
However, no website, email system, cloud platform, AI tool, CRM, analytics tool, project management tool, video tool, call tracking platform, or digital transmission method can be guaranteed to be completely secure. You should use care when sharing sensitive information online, by phone, through project management platforms, or by email.
Career Upside retains personal information for as long as reasonably necessary to provide services, maintain business records, comply with legal obligations, resolve disputes, enforce agreements, improve services, or support legitimate business purposes.
Retention periods may vary depending on the type of information, the nature of the engagement, legal requirements, assessment-provider requirements, accounting needs, and client relationship history.
You may request deletion of your personal information, and we will respond in accordance with applicable law and any legitimate business, legal, contractual, or recordkeeping obligations.
Depending on where you live, you may have certain rights regarding your personal information. These may include the right to:
Residents of California and certain other U.S. states may have additional privacy rights under applicable state privacy laws.
Career Upside does not sell personal information. If our use of certain cookies, pixels, analytics tools, or advertising technologies is considered “sharing” or “targeted advertising” under applicable law, you may have the right to opt out of that activity.
You may contact us at Todd.McCarty@career-upside.com to make a privacy-related request.
Career Upside is based in the United States. If you access our website or provide information from outside the United States, your information may be transferred to, stored in, or processed in the United States or other countries where our service providers operate.
These countries may have privacy laws that differ from those in your location. By using our website or providing information to us, you acknowledge that your information may be processed in the United States or other applicable jurisdictions.
Our website may contain links to third-party websites, social media platforms, assessment platforms, video platforms, payment processors, scheduling tools, project management tools, or other services that Career Upside does not control.
If you click a third-party link or interact with a third-party platform, your information will be governed by that third party’s privacy policy and terms. Career Upside is not responsible for the privacy practices, security, or content of third-party websites or platforms.
Career Upside may publish testimonials, case studies, reviews, or success stories only with appropriate permission or when the information has been provided publicly.
We may edit testimonials or case studies for length, clarity, grammar, or privacy. We will not intentionally publish sensitive personal assessment information, Birkman data, student information, or private coaching details without appropriate consent.
We may update this Privacy Policy periodically to reflect changes in our services, technology, tools, legal obligations, or business practices.
When we update this Privacy Policy, we will revise the “Last Updated” date at the top of this page. We encourage you to review this page from time to time to stay informed about how Career Upside protects and uses personal information.
If you have questions, concerns, or requests related to this Privacy Policy, please contact:
Todd McCarty, Privacy Officer
Career Upside
1264 Redemption Drive
Lawrenceville, GA 30045
Email: Todd.McCarty@career-upside.com
Phone: 404-219-7056
