Privacy Policy
My Privacy Policy was last updated on [08/11/2024].
Workflow Clarity VA customer privacy notice
This privacy notice tells you what to expect me to do with your personal information and contains the following:
● Contact details
● What information I collect, use, and why
● Lawful bases and data protection rights
● Where I get personal information from
● How long I keep information
● Who I share information with
● How to complain
Contact details
Email: hannah@workflowclarityva.co.uk
What information I collect, use, and why
I collect or use the following information to provide and improve products and services for clients:
● Names and contact details
● Addresses
● Occupation
● Third party information (such as family members or other relevant parties)
● Payment details (including card or bank information for transfers and direct debits)
● Transaction data (including details about payments to and from you and details of products and services you have purchased)
● Usage data (including information about how you interact with and use our website, products and services)
● Information relating to compliments or complaints
● Video recordings
● Audio recordings (eg calls)
● Records of meetings and decisions
● Account access information
I collect or use the following personal information for the operation of client or customer accounts:
● Names and contact details
● Addresses
● Purchase or service history
● Account information, including registration details
● Information used for security purposes
● Marketing preferences
● Technical data, including information about browser and operating systems
● Preferences for communication methods or specific tools
I collect or use the following personal information for information updates or marketing purposes:
● Names and contact details
● Addresses
● Profile information
● Marketing preferences
● Purchase or account history
● Website and app user journey information
● Record of client preferences for communication methods
I collect or use the following personal information for research or archiving purposes:
● Names and contact details
● Addresses
● Purchase or client account history
● Website and app user journey information
● Client preferences or project outcomes for future business decisions
I collect or use the following personal information to comply with legal requirements:
● Name
● Contact information
● Client account information
● Any other personal information required to comply with legal obligations
● Contract information or financial records
I collect or use the following personal information for dealing with queries, complaints or claims:
● Names and contact details
● Address
● Payment details
● Account information
● Purchase or service history
● Relevant information from previous investigations
● Customer or client accounts and records
● Financial transaction information
● Correspondence
● Location data
● Previous interactions or agreements that may impact the resolution of the issue
I collect or use the following personal information to tailor services according to client preferences:
● Names and contact details
● Pronoun preferences
● Occupation
● Third party information (such as family members or other relevant parties)
● Payment details (including card or bank information for transfers and direct debits)
● Client accounts and records
● Records of meetings and decisions
● Preferences for service delivery, communication methods, or project details
Lawful bases and data protection rights
Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.
Which lawful basis we rely on may affect your data protection rights which are in brief set out below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:
● Your right of access - You have the right to ask us for copies of your personal information. You can request other information such as details about where I get personal information from and who I share personal information with. There are some exemptions which means you may not receive all the information you ask for.
● Your right to rectification - You have the right to ask me to correct or delete personal information you think is inaccurate or incomplete.
● Your right to erasure - You have the right to ask me to delete your personal information.
● Your right to restriction of processing - You have the right to ask me to limit how I can use your personal information.
● Your right to object to processing - You have the right to object to the processing of your personal data.
● Your right to data portability - You have the right to ask that I transfer the personal information you gave me to another organisation, or to you.
● Your right to withdraw consent -When I use consent as our lawful basis you have the right to withdraw your consent at any time.
If you make a request, I must respond to you without undue delay and in any event within one month.
To make a data protection rights request, please contact me using the contact details at the top of this privacy notice.
My lawful bases for the collection and use of your data
My lawful bases for collecting or using personal information to provide and improve products and services for clients are:
● Consent - I have permission from you after I gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
● Contract – I have to collect or use the information so I can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
● Legal obligation – I have to collect or use your information so I can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
● Legitimate interests – I'm collecting or using your information because it benefits you, my company or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability.
My legitimate interests are:
My lawful bases for collecting or using personal information for the operation of client or customer accounts are:
● Consent - I have permission from you after I gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
● Contract – I have to collect or use the information so I can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
● Legal obligation – I have to collect or use your information so I can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
My lawful bases for collecting or using personal information for information updates or marketing purposes are:
● Consent - I have permission from you after I gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
● Contract – I have to collect or use the information so I can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
● Legal obligation – I have to collect or use your information so I can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
● Legitimate interests – I'm collecting or using your information because it benefits you, my organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability.
My legitimate interests are:
My lawful bases for collecting or using personal information for research or archiving purposes:
● Consent - I have permission from you after I gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
● Legal obligation – I have to collect or use your information so I can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
● Legitimate interests – I'm collecting or using your information because it benefits you, my organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability.
My legitimate interests are:
My lawful bases for collecting or using personal information to comply with legal requirements:
● Legal obligation – I have to collect or use your information so I can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
My lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:
● Contract – I have to collect or use the information so I can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
● Legal obligation – I have to collect or use your information so I can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
● Legitimate interests – I'm collecting or using your information because it benefits you, my organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability.
My legitimate interests are:
My lawful bases for collecting or using personal information to To tailor services according to client preferences are:
● Consent - I have permission from you after I gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
● Contract – I have to collect or use the information so I can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
● Legal obligation – I have to collect or use your information so I can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
Where I get personal information from
● Directly from you
● Publicly available sources
● Suppliers and service providers
● Third parties:
We may collect personal information about other individuals from our clients, such as family members, associates, or business contacts. For example, a client might provide us with personal details about their children, employees, or partners in the course of managing
administrative tasks, event planning, or other services we deliver. In such cases, we rely on our clients to ensure that they have the appropriate consent or lawful basis to share this information with us.
How long I keep information
I retain personal information for as long as necessary to fulfill the purposes for which it was collected, including the provision of services, compliance with legal obligations, resolution of disputes, and enforcement of agreements. My retention periods vary depending on the type of data and legal requirements.
● Client Contact Information: Retained for the duration of the client relationship and up to 7 years after the relationship ends, in line with tax and accounting requirements.
● Service and Project Records: Retained for the duration of the client relationship and up to 7 years after project completion, unless otherwise required by law or client agreement.
● Financial Information: Retained for up to 7 years in accordance with accounting, tax, and legal obligations.
● Marketing Data: Retained until the individual opts out of receiving marketing communications or when the information is no longer relevant to our services.
● Personal Data for Queries, Complaints, and Claims: Retained for as long as necessary to resolve the issue and up to 7 years for legal purposes.
Once the retention period has expired, personal information will be securely deleted or anonymised in line with applicable legal and regulatory requirements.
Who I share information with
Data processors:
Email marketing and automation platforms, CRM systems, cloud storage and file-sharing services, Payment processors, project management tool
This data processor does the following activities for me:
Email marketing and automation platforms: These platforms help me manage email lists, send newsletters, and automate email campaigns. They process client contact details and preferences to ensure I can deliver relevant communications and updates.
Cloud storage and file-sharing services: These services store and back up client documents and files securely. They help me organise and share project-related materials with clients while ensuring data protection and easy access.
CRM systems: My CRM systems store and manage client data, including contact information, service history, and communication records. This helps me track client interactions and provide tailored services.
Payment processors: Payment processors handle transactions between me and my clients, securely processing payments and managing financial data, such as invoicing and receipts.
Project management tools: These tools allow me to manage client tasks, deadlines, and projects efficiently. They help me organise workflows and ensure smooth collaboration with clients by tracking progress and communications.
Others I may share personal information with:
● Professional or legal advisors
● Suppliers and service providers
● Professional consultants
How to complain
If you have any concerns about my use of your personal data, you can make a complaint using the contact details at the top of this privacy notice.
If you remain unhappy with how I've used your data after raising a complaint with me, you can also complain to the ICO.
The ICO’s address:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline number: 0303 123 1113
Website: https://www.ico.org.uk/make-a-complaint
Accessible Formats:
If you or someone you know requires this privacy notice in an alternative format (such as large print, Braille, or audio), please contact me, and I will be happy to provide it in a format that meets your needs:
hannah@workflowclarityva.co.uk