How we use your information

Who we are

Shared Course is a planning method and app from Broffman Advisory LLC, 1001 N Orange Ave, Orlando, FL 32801. We do the listening work for your organization during its plan.

What we keep

• From your organization's member list: names, email addresses, phone numbers, home addresses and household details such as year of joining and ages.
• Your answers to the member survey and to the draft plan feedback.
• Notes and voice memos that you send to the planning team.
• If you offer to do an interview: your name, email, phone number and the times that suit you.
• If you do an interview: a record of your consent, the interviewer's notes, and the recording and its text, only if you agreed to the recording.
• If you do a phone interview with Rae, our AI interviewer: your phone number, the recording and its text. Rae tells you at the start that it is not a person and that the call is recorded, and asks if that is okay. Rae never gets your name.

Who sees it

• Shared Course sees names and answers. We need them to send your links and to put answers in the right group.
• Your organization never sees your name next to your answers. The planning team and the board see counts by group. A group with fewer than 5 people does not show.
• Quotes appear with no name, and only if you agreed. We do not use a quote that could show who said it.
• Your interviewer sees the notes of the interviews they did.

Services we use

These companies process information for us.

• Supabase keeps the data and files.
• Postmark sends our emails.
• ElevenLabs runs the phone interviews with Rae and turns recordings and voice memos into text. It gets the call audio and the recordings.
• Twilio connects phone calls.
• Anthropic (Claude) helps us read survey answers, interview text and the documents your organization shares, and sort them into themes. It gets that text, but not the member list.
• Vercel runs this website and the app.
• The US Census Bureau finds the map area for a home address. We keep the map area, which holds many homes.

We set up these services so that they do not use your information to train their AI models.

We do not sell your information. We do not use it for advertising.

When we delete it

• We delete an uploaded recording after we check its text. We also delete the text at ElevenLabs. Phone interview recordings stay at ElevenLabs until the plan ends.
• When your organization's plan ends, we delete all personal information: names, contact details, addresses and the link from each answer to a household.
• We keep the counts and the approved quotes with no names, because they are part of your organization's plan.

People under 18

Some interview groups, such as teens and their families, can include people under 18. In those groups the interviewer asks before each interview, and we interview someone under 18 only when a parent or guardian agrees first and the young person agrees too. A parent can stay in the room or nearby.

Your choices

• Every question is optional. You can stop at any time.
• You can say no to a recording and still do an interview.
• To see, change or delete what we keep about you, write to [email protected]. We answer within 30 days.