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GDPR PRIVACY & COOKIE POLICY

GDPR PRIVACY & COOKIE POLICY

 

PRIVACY POLICY & GDPR DATA COMPLIANCE 

Creative Sales Results Ltd is committed to preserving the privacy of all visitors to our website at www.carie-lyndene.co.uk.

Please read the following Privacy Policy to understand how we use and protect the information that you provide to us.

By registering or placing an order on this website, you consent to the collection, use and transfer of your information under the terms of this policy.

 

If you need to contact us our full details are:

Full name of legal entity: Creative Sales Results Ltd

Email address: results@carie-lyndene.com

Postal address: 6 Evergreen Walk, Longlevens, Gloucester, Gloucestershire, GL20RD, United Kingdom

 

INFORMATION THAT WE COLLECT FROM YOU

When you visit, register or order products or services on any of above websites, you may be asked to provide certain information about yourself including your name, contact details and credit or debit card information. We do not store any credit/ debit card information.

We may also collect information about your usage of our website as well as information about you from messages you post to the website and e-mails or letters you send to us.

To maintain customer service standards and to assist staff training, we may record and monitor incoming calls.

We may collect data about you by you providing the data directly to us (for example by filling in forms on our site or by sending us emails). We may automatically collect certain data from you as you use our website by using cookies and similar technologies. Please see our cookie policy for more details about this below.

We may receive data from third parties such as analytics providers such as Google based outside the EU, advertising networks such as Facebook based outside the EU, such as search information providers such as Google based outside the EU, providers of technical, payment and delivery services, such as data brokers or aggregators.

We may also receive data from publicly availably sources such as Companies House and the Electoral Register based inside the EU.

 

We may collect the following data about you:

  • Your Name
  • Your email addresses
  • Your address
  • Your phone numbers
  • Your business names
  • Your financial details
  • Any personal data you post on our website
  • Data about how you use our website
  • Technical data such as your IP address, your login data, details about your browser, length of visit to pages on our website, page views and navigation paths, details about the number of times you use our website, time zone settings and other technology on the devices you use to access out website
  • Your marketing and communications preferences
  • Any other information that you directly provide to us whether through our contact form over the phone, by email or otherwise, such as when entering a competition or completing a survey.
  • Application forms

 

 

How we may use your data:

  • Process financial transactions to enable you to purchase our goods, products or services
  • Send you customer communications about enhancements to products or services you have bought
  • Enable us to perform a contract with you and process orders, respond to enquiries related to the order and deal with complaints
  • Reply to any enquiries you make about our products or services
  • Send you marketing communications where we are allowed by law to do so
  • Personalise your experience on our websites
  • Monitor the use of our website and online services
  • Ask you to complete surveys or invite you to enter into competitions or prize draws
  • Keep records of orders places and communications in relation to such orders
  • Keep records of communications
  • Analyse your use of our website and other online services
  • Administer and protect our business and website
  • Deliver relevant website content and advertisements to you
  • Understand the effectiveness of our advertising
  • Manage our business

 

USE OF YOUR INFORMATION

Your information will enable us to provide you with access to all parts of our website and to supply the products or services you have requested. It will also enable us to invoice you and to contact you, where necessary, concerning your orders. We will also use and analyse the information we collect so that we can administer, support, improve and develop our business. In particular, we may use your information to contact you for your views on our services and to notify you occasionally about important changes or developments to the website or our services.

Further, where you have consented, we might also use your information to let you know by email about other products and services which we offer which may be of interest to you. If you change your mind about being contacted in the future, please let us know.

 

DISCLOSURE OF YOUR INFORMATION

Unless required to do so by law we do not share customer details with any third party.

 

INTERNATIONAL TRANSFERS

We are subject to the provisions of the General Data Protection regulations that protect your personal data.

Where we transfer your data to third parties outside of the EEA, we will ensure that certain safeguards are in place to ensure a similar degree of security for your personal data. As such:

  • We may transfer your personal data to countries that the European Commission have approved as providing and adequate level of protection for personal data by; or
  • If we use US based providers that are part of the EU-US Privacy Shield we may transfer data to them as they have equivalent safeguards in place or
  • Where we use certain service provides who are established outside of the EAE we may use specific contracts or codes of conduct or certification mechanisms approved by the European Commission which give personal data the same protection it has in Europe.

If none of the above safeguards is available, we may request your explicit consent to the specific transfer. You will have the right to withdraw consent at any time.

 

COOKIES

You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of this website may become inaccessible or not function properly.

Cookies are small amounts of information which we may store on your computer. Unless you have indicated your objection when disclosing your details to us, our system will issue cookies to your computer when you log on to the site. Cookies make it easier for you to log on to and use the site during future visits. They also allow us to monitor website traffic and to personalise the content of the site for you.

 

 

 

 

LINKS TO OTHER WEBSITES

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

 

SECURITY AND DATA RETENTION

We employ security measures to protect your information from access by unauthorised persons and against unlawful processing, accidental loss, destruction and damage. We do not store your financial details (credit and debit card information).

 

DATA RETENTION

We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal accounting, or reporting requirements.

 

When deciding what the correct time is to keep the data for we look at its amount, nature, sensitivity, potential risk of harm from unauthorised use or disclosure, the processing purposes, if these can be achieved by other means and legal requirements.

For tax purposes the law requires us to keep basic information about our customers (including contact, identify, and financial transaction data) for six years after they stop being customers.

 

In some circumstances we may anonymise your personal data for research or statistical purposes in which case we may use this information indefinitely without further notice to you.

 

DATA SECURITY

We have put in place security measures to prevent your personal data from being accidentally lost, used, altered, disclosed or accessed without authorisation. We also allow access to your personal data only to those employees and partners who have a business need to know such data. They will only process your personal data on our instruction and they must keep it confidential.

We have procedures in place to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach if we are legally required to.

 

MARKETING COMMUNICATIONS

Our lawful ground of processing your personal data to send you marketing communications is either your consent or our legitimate interests (namely to grow our business).

Under Privacy and Electronic Communications Regulations, we may only send you email or text marketing communications if (i) you made a purchase or asked for information from us about our goods or services or (ii) you agreed to receive marketing communications and in each case,  you have not opted out of receiving such communications since.  Under the regulations, if you are a limited company, we may send you marketing emails without your consent.  However, you can still opt out of receiving marketing emails from us at any time.

 

You can ask us to stop sending you marketing messages at any time by emailing us at success@carie-lyndene.com. We also have unsubscribe buttons on the bottom of all of our emails.

 

If you opt out of receiving marketing communications this opt-out does not apply to personal data provided as a result of other transactions, such as purchases.

 

ACCESSING AND UPDATING

You are entitled to see the information held about you and you may ask us to make any necessary changes to ensure that it is accurate and kept up to date. If you wish to do this, please contact us at results@carie-lyndene.com

 

GDPR POLICY FOR CREATIVE SALES RESULTS LTD

Creative Sales Results Ltd is a boutique consultancy, coaching and training company and keeps only minimum personal data for services provided by Creative Sales Results Ltd and The Success Coach.

 

Client Data

  • Name, contact details, and relationship status (e.g. New Customer, Existing Client, Prospect, New Subscriber) are logged in Infusionsoft (our cloud-based CRM system)
  • Coaching/ Consultancy / Training Action Plans are logged in Basecamp (Cloud-Based Project Marketing System)
  • Images, Coaching Call Recordings and Frameworks are stored in Dropbox (our Cloud-Based File Management System) Retained until no longer providing any services.
  • Contractual documents – Held on Better Proposals (our Cloud Based Proposal and Client Contract System.) Retained until no longer providing any services.
  • Group Coaching Mentoring Programme List – Clients sign programme agreement to agree that they are willing to receive reporting instructions, booking reminders etc via email.  Clients are removed from these programme lists when the term of the programme is completed.
  • Billing documents and invoices are held on Xero (our Cloud Based Accounting System) Retained for 7 years in line with HMRC requirements.
  • Previous Clients and Attendees lists – Name and email address to send offers and valuable content to previous clients or participants in our workshops or free online or offline training. The frequency of emails will be very low (2-4 times a month) and you will always be given the option to opt out.
  • All email communication and application forms submitted are held in Office 365 Outlook until actioned, deleted or archived.

Prospecting

  • Infusionsoft and Pipedrive are used to keep track of prospects and leads gathered from networking, referrals, media, contacts from on website etc. Names, emails, telephone numbers company name. Reviewed annually.

Privacy Notice

  • We include a link to our privacy notice and is included:
    • at the bottom of each page on our website
    • in all our communications (newsletters, emails)
    • in all opt-ins to lead magnets

Lead Magnets/Opt-ins

  • Implied consent – name and email address to send lead magnet.
  • Legitimate interest – normal in our industry to continue to follow up with valuable content and offers relating to the services we provide. The impact is minimal as the frequency of emails is low and add value. We always give you the option to opt out.
  • Opt-ins pre-25th May 2018 have been emailed the link to our New GDPR Privacy Policy.
  • Mailing lists for marketing are held on Infusionsoft. An unsubscribe facility is offered on all communications.
  • Individuals who agree orally to put on the mailing list are recorded. You can opt out at any time.
  • Subscribers who haven’t opened emails are removed regularly.

Retrospective Compliance

  • Emails sent to all on the list to explicitly opt in or opt out (excluding clients/previous lead magnet opt-ins prior to 25th May 2018)

 

Sensitive Data

We do not collect any Sensitive Data about you. Sensitive data refers to data that includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data. We do not collect any information about criminal convictions and offences.

 

Roles and Responsibilities

Data Controller: Carie Lyndene is the controller

Data Processor: Carie Lyndene and an agent of AVirtual are the data processors. A data processing agreement is in place between Carie Lyndene Ltd and the data processor.

In addition, processor agreements are in place for the following:

  • Accountant – A summary of invoices, with the name of company and individual and amount invoiced.
  • Technical and Admin Support – access to the website and cloud-based systems as listed above.

Associates are responsible for their own GDPR.

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Cloud based services included in the Privacy Policy are:

Infusionsoft / Pipedrive / Xero / Basecamp / Dropbox / Microsoft office 365 / Better Proposals/ Zoom / Schedule Once/ Lead quizzes

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