Your information and your choices.
This notice explains how Chase & Marshal uses information provided through this website. If you have a privacy question or want to access, correct or request deletion of your information, email team@chasemarshal.com.
When you make an enquiry
We collect your name, email address, company and the description of what you need help with. You can also provide your role, phone number, website, revenue band and preferred timing. Training enquiries may include your team size, audience and preferred format.
We use this information to understand your request, assess whether we can help, respond and keep a record of the conversation. Optional fields give us more context. You can leave them blank. Without the required contact and enquiry details, we may be unable to respond usefully.
Please keep confidential documents and sensitive personal information out of an initial enquiry. If we need more detailed material, we can agree how to share it as the conversation progresses.
Who can access the information
People authorised by Chase & Marshal to handle enquiries and manage this website can access the information needed for that work. Our website hosting, database, file storage and email delivery providers also process information as part of providing those services.
If you ask for a partner to receive a copy of a benchmark report, we use the recipient details you provide for that request. We do not send a partner your report unless you choose that option.
Enquiry records and marketing choices
We keep enquiry records to respond, manage the discussion and meet relevant recordkeeping obligations. Routine enquiry records do not currently have an automatic deletion deadline. You can ask us about what we hold, why we still need it and whether it can be deleted.
Sending an enquiry or requesting a report does not subscribe you to marketing emails. Optional marketing choices are separate and can be declined. If you opt in to marketing, you can unsubscribe using the link in a message or contact us directly.
Business Opportunity Brief
You can complete the Business Opportunity Brief and view the initial guidance without providing contact details. It uses your selected answers and defined rules to suggest a starting point.
If you request a saved copy or ask us to contact you, the selected answers, guidance, contact details and choices are stored for 30 days. Access to the saved copy is tied to the browser used to request it. Authorised administrators can manage the saved record.
Deleting the assessment removes its answers and guidance. If you separately asked us to contact you, the enquiry record may remain so we can manage that request. A marketing permission choice within the Brief does not, by itself, start an email sequence.
Productivity Benchmark
The benchmark uses fixed calculations and published Stats NZ data. It does not send your answers to a generative AI model to produce the result. Your figures are saved when you request a report.
Saved reports are available for up to 24 months. You can use the deletion option in the private report to remove the figures and assessment answers and stop the associated follow-up emails. Access to an expired report is blocked even if scheduled deletion has not yet run.
The private report link can give access to the report to anyone who has it. Share it only with people you want to see the information.
The benchmark offers a separate, optional four-email follow-up. Requesting the report does not opt you into that series. A partner receives a copy only if you explicitly ask us to send one.
Analytics and browser choices
Optional analytics loads only after you allow it. Your choice is stored in your browser and you can change it through Analytics preferences. Enquiry forms remain usable when optional analytics is rejected or blocked.
Necessary browser storage supports functions such as confirming an accepted enquiry and authorised owner access. Read Cookies and analytics for more detail.
Separate Chase & Marshal applications
The AI Fact-Finder and Board Marshal Simulator operate separately from this website. Read the privacy notice within each application before entering information. Their account, assessment, simulation and AI processing arrangements have their own scope.
Following a link from this website does not pass your enquiry answers into those applications. The saved report periods described above apply to this website’s tools, not to every Chase & Marshal product.
Access, correction and privacy concerns
Email team@chasemarshal.com to ask for access to your personal information, request a correction or discuss deletion. We may need to verify your identity before releasing or changing a record. Whether a record can be removed depends on the circumstances and any information we need to retain.
If you have a concern about how we have handled your information, contact us so we can address it. You can also raise a concern with the New Zealand Office of the Privacy Commissioner.