Privacy Policy

Version Date:  January 12, 2021

This Privacy Policy explains how Patri, Inc. and its affiliated brands, products, or companies (collectively, “Company” or “we” or “us” or “our”) collects, uses, shares, and safeguards your information. This policy applies to Patri, Inc.’s websites, software, products, and services found on, subsidiary, and associated websites.  This notice may be amended or updated from time to time. Please check back regularly for updates. This notice is addressed to individuals outside our organization with whom we interact, including customers, site visitors, research participants, and other users of our services (together, “you”). Your privacy is important to us. This Privacy Policy discloses our information practices relating to our web site, data collection services, and software tools.

I.  Information Collection, Use, and Sharing

We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email, purchase processes, or other direct contact from you. 

Patri does not sell, share, or rent your personal data to third parties. All data is stored and processed with commercially reasonable security measures consistent with industry standards in place to protect against the loss, misuse, and interception of information by third parties. Patri holds its physical hosting facilities to these same standards. Because the internet is an open system, the transmission of information via the internet is not completely secure. Although we will implement all reasonable measures to protect your personal data, we cannot guarantee the security of your data transmitted to us using the internet – any such transmission is at your own risk and you are responsible for ensuring that any personal data that you send to us are sent securely. Patri also imposes strict internal controls over employees with access to systems used in the storage and processing of personal data. Such access is granted on a need-to-know basis only. All employees are required to sign and abide by Patri’s internal data privacy and confidentiality agreement. Please note that we may disclose your personal data to: legal and regulatory authorities; our contracted clients (e.g., solely with your consent to the client for whom we are conducting the research); any party as necessary in connection with legal proceedings; any party as necessary for investigating, detecting or preventing criminal offenses; any purchaser of our business; and any third-party providers of advertising, plugins or content used on our web site.

If we engage a third-party processor to process your personal data for any legitimate business purpose, the processor will be subject to binding contractual obligations to: only process the personal data in accordance with our prior written instructions; and use measures to protect the confidentiality and security of the personal data; together with any additional requirements under applicable law. If you are located outside of the United States, you should be aware that the personal data you provide to us is being transmitted to us and processed in the United States, and will be protected subject to this privacy policy and United States laws. Where we transfer your personal data from the EEA to recipients located outside the EEA who are not within adequate jurisdictions, we do so on the basis of standard contractual clauses.

Unless you ask us not to, we may contact you via phone or email in the future to tell you about specials, new products or services, or changes to this privacy policy.  All personal data is collected on the basis of either prior consent or the legitimate business interests of our contracted clients in seeking your consent to participate in business-related activities. There shall never be material likelihood of any adverse impact on your interest, fundamental rights, or freedoms as a result of the collection and processing of your personal data. Patri never collects or processes any sensitive personal data, as defined by the Global Data Protection Regulation (GDPR).

Registration and Data Collection

In order to use portions of these websites, including Patri’s online tools, training, and select blog content, a user must complete a registration form and provide data about themself and their company. This information is used to contact you about the products/services on our site in which you have expressed interest and to gauge how to best assist your company with our services.


We request information from you on our order form. To buy from us, you must provide contact information (such as name and phone number) and financial information (like credit card number, billing address, expiration date). This information is used for billing purposes and to fill your orders. If we have trouble processing an order, we’ll use this information to contact you.


We may share aggregated information with our partners and advertisers. This is not linked to any personal information that can identify any individual person. We use an online application to fulfill orders, and a secure credit card processing company to bill users for goods and services. These companies do not retain, share, store or use personally identifiable information for any secondary purposes beyond filling your order.


This web site may contain links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Surveys and Contests

From time-to-time, our site requests information via surveys or contests. Participation in these surveys or contests is completely voluntary and you may choose whether or not to participate and therefore disclose this information. Information requested may include contact information, company information, and other demographic information.

Children’s Personal Information

Patri does not knowingly collect any personal information from children under the age of 13. If you are under the age of 13, please do not submit any personal information through our Websites. We encourage parents and legal guardians to monitor their children’s Internet usage and to help enforce this Policy by instructing their children never to provide personal information through our Websites without their permission. If you have reason to believe that a child under the age of 13 has provided personal information to Patri through our Websites, please contact us.


Amendments to this Policy will be posted to this URL and will be effective when posted. You should frequently visit this Policy to check for amendments. Your continued use of these Websites following the posting of any amendment, modification, or change to this Policy shall constitute your acceptance of the amendments to this Policy. You can choose to discontinue the use of the Website if you do not accept the terms of this Policy, or any modified version of this Policy.

Legal Disclosure

We reserve the right to disclose your personal data as required by applicable law and when we believe that disclosure is necessary to protect our rights and/or to comply with a judicial proceeding, court order, or other legal process served on us.


Material presented on these websites by Patri, Inc. is intended for informational and purposes only. The views expressed on these websites should not be construed as financial, security, or legal advice in any situation. While all attempts are made to present accurate information, it may not be appropriate for your specific circumstances and information may become outdated over time. Please make sure to do your own due diligence and seek a trusted financial, security, or legal professional before making any financial, security, or legal decisions of your own. 

Patri, Inc. nor its members make any representations as to the validity, accuracy, completeness, or suitability of any claims made here. Patri, Inc. nor its members assume any liability with regard to financial or revenue results based on the use of the information provided here. Furthermore, advertisers, commenters, and linked sites are solely responsible for their views and content – which do not necessarily represent the views of Patri, Inc., or its members.


We take precautions to protect your information. When you submit sensitive information via our websites, we take precautions to ensure that information is protected both online and offline.

Wherever sensitive information (such as credit card data) is collected, that information is encrypted and transmitted to us in a secure way through a protected commerce site. You can verify this by looking for a closed lock icon on your web browser, or looking for “https” at the beginning of the address of the commerce web pages.

While encryption is used to protect sensitive information transmitted online, we also take measures to protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which personally identifiable information are stored are kept in a secure environment.

II.  Patri Products

Patri provides software, online and on-site training, best practice content, and other tools to help companies navigate complex public sector, international, and commercial markets. Online training materials, library content, proprietary, and contracted software, and other solutions may require the collection of information from customers. The Patri platform includes an online opportunity qualification solution (Bid Score™) and training videos to help companies make more informed bid/no-bid decisions and refine go-to-market skills. In addition, the Patri Forum™ is an online community for sales, proposal, capture, business development, and other professionals who wish to share information and best practices with one another. Solution pitching, competitive bashing, and any other unethical activity on the platform are strictly prohibited. Users securely access this tool through an internet browser, also accessible via mobile devices. The performance of these online tools depends largely on the quality of the internet connection. Data collected using the software are stored in a secure data center. Patri employees do not actively view customer data and access to customer accounts requires consent by the end-user. Customers are provided with secure online access to the Platform and are solely responsible for the data they enter therein and with whom they share the information generated. Partner companies may be assigned to administer the Patri Platform, design the assessments and scoring, and help in the bid decision process. Patri’s online content Library is an online compilation of proprietary articles showcasing insights for public sector and international sales and marketing professionals. 

Proposed best-practices, strengths, weaknesses, scores, and ratings provided from Company’s software Bid Score™, online and on site training, content, or assessments, do not guarantee revenue growth, higher win rates, or any other improved efficiencies. Scores and ratings provided to Customers, Subscribers, Partners, and Users are based on Subscriber’s entries and the scoring system provided and/or customized by Customer, Company, or Partner, and do not guarantee a win or loss on a bid or any other opportunity as it is subject to the soliciting entity deciding on a winning vendor. Companies with more than one subscribing user can assign administrators — or have a partner company assigned as administrator — who can see in aggregate their company’s bid information and are solely responsible for their use, customization, and sharing of this data. In addition, Company is not liable for a user’s or group of users’ or partner’s decision to respond or not to any bid opportunity, this decision’s outcome, nor is Company liable or responsible for any money or time spent to respond or pass on an opportunity. Data provided from these tools is solely to help the Customer make the ultimate decision to respond or not to a bid opportunity or invest or not in a new market. Company is not liable for the Customer’s, Subscriber’s, or Customer’s colleague’s decision, time, or money spent to enter a new market, alter sales or marketing strategy, messaging, or any other process as a result of using Patri’s solutions. Performance of online tools largely depends on internet connectivity and Patri is not responsible for limited performance or access due to these connectivity issues.

III. Data Retention and Erasure

We take every reasonable step to ensure that your personal data are only retained for as long as they are needed in connection with a lawful purpose, at which time we will either (i) permanently delete or destroy the relevant personal data or (ii) anonymize the relevant personal data. You have many rights relating to your personal data that we store and process, including:

  • The right not to provide personal data (e.g., we will always provide a conspicuous opt-out capability with research requests);
  • The right of access to your personal data;
  • The right to request rectification of inaccuracies;
  • The right to request the erasure, or restriction of processing, of your personal data;
  • The right to object to the processing of your personal data;
  • The right to have your personal data transferred to another controller;
  • The right to withdraw consent; and,
  • The right to lodge complaints with data protection authorities.

We may require proof of your identity before we can give effect to these rights. To make any request, relating to these rights, please direct your specific request to . Some requests may require the establishment of additional facts (e.g., a determination of whether any processing is non-compliant with applicable law) and we will investigate your request reasonably promptly, before deciding what action to take.

IV. Global Data Protection Regulation (GDPR)

As has been outlined herein, Patri complies with GDPR requirements and values these regulations as important frameworks for establishing data privacy. Patri adheres to GDPR requirements and applies the same practices to all personal data captured on behalf of all users globally.

V. Cookies and Similar Technologies

When you visit our web site we may place cookies onto your device, or read Cookies already on your device, subject always to obtaining your consent, where required, in accordance with applicable law. We use cookies to record information about your device, your browser and, in some cases, your preferences and browsing habits. We may process your personal data through cookies and similar technologies. Cookies can also enable us to track and target the interests of our users to enhance the experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site.

Some of our business partners may use cookies on our site. However, we have no access to or control over these cookies.

VI. Opt-Out

You may opt-out of any future contacts from us at any time. You can do the following at any time by contacting us via to: 

  • See what data we have about you, if any.
  • Change/correct any data we have about you.
  • Have us delete any data we have about you.
  • Express any concern you have about our use of your data.

We may process your personal data in order to contact you via email, telephone, direct mail or other communication formats to invite you to participate in research on behalf of our clients. In so doing, we will provide a functional and conspicuous opt-out mechanism. You may unsubscribe (e.g. opt-out) by simply clicking on the unsubscribe link included in each email we send. After you unsubscribe, we will no longer contact you. In the event that another client legitimately provides us your personal data and requests we contact you, we will do so. To permanently opt out of all communication and invitations from Patri, across all current and future Patri clients, you may submit your request to at any time. You will receive confirmation, reasonably promptly, that you have been successfully opted out of all future communications from us.

VII. Updates and Contact Information

Our Privacy Policy may change from time-to-time and all updates will be posted on this page.

If you have questions or feel we are not abiding by this privacy policy, you should contact us via email at or by mail at Patri, Inc. 224 S. Main Street #528 Springville, UT 84663.