Privacy Policy
We respect your privacy and are committed to protecting your personal information. This policy explains what data we collect, how we use it, and how we keep it safe.
Last updated: 02/09/2026
1: The Personal Data We Collect
We collect and process the following categories of personal data:
Identity data: name, business name.
Contact data: email address, phone number, postal address.
Business information: details provided during onboarding, consultations, or service enquiries.
Technical data: IP address, device identifiers, browser type, analytics data.
Usage data: interactions with our website, funnels, forms, and automation systems.
Marketing data: preferences, engagement history, opt‑in records.
Support data: messages, tickets, and communication logs.
2: How We Collect Personal Data
We collect data through:
Website forms and landing pages
Funnels and automation workflows
Email communications
Customer onboarding
Analytics and cookies
Service delivery and support interactions
3: Why We Use Your Data (Purposes) & Our Lawful Bases
Purpose - Lawful Basis (UK GDPR Article 6):
Responding to enquiries – Legitimate interests
Delivering our services – Contract performance
Setting up accounts, funnels, and automations – Contract performance
Improving our website and systems – Legitimate interests
Sending marketing communications – Consent
Security, fraud prevention, and compliance – Legal obligation / Legitimate interests
Analytics and performance tracking – Legitimate interests / Consent (for non‑essential cookies)
4: How We Use Cookies & Tracking
We use cookies and similar technologies to:
Analyse website performance
Improve user experience
Support marketing and retargeting
Track funnel performance
5: Who We Share Personal Data With
CRM, funnels, automations providers
Email service providers
Cloud hosting and storage providers
Payment processors
Analytics platforms
Professional advisers (legal, accounting)
6: Data Retention
We retain personal data only for as long as necessary for each purpose:
Enquiry data: 36 months
Customer account data: duration of contract + 6 years
Marketing data: until consent is withdrawn
Analytics data: 36 months
Support logs: 36 months
7: How We Keep Your Data Secure
We implement:
Access controls and authentication
Secure cloud infrastructure
Regular security reviews
8: Your Rights
Right of access – request a copy of your data
Right to rectification – correct inaccurate data
Right to erasure – request deletion
Right to restrict processing
Right to data portability
Right to object
Right to withdraw consent
9: Contact Us
If you believe your data rights have been infringed or have any questions contact us at: [email protected]