Privacy Policy

1. Who We Are

Salezz
London, United Kingdom
Email: contact@salezz.com
Phone: 020 3987 1939
Website: salezz.com

2. What Information We Collect

We may collect and use the following types of personal information:

Contact Information

This may include your name, email address, phone number, business name, job title and location.

Business Information

If you submit an enquiry, apply for an audit, complete a lead form, or book a call, we may collect information about your business, including:

• Monthly revenue range
• Offer type
• Average offer value
• Sales call volume
• Current close rate
• Lead sources
• Sales process
• CRM setup
• Team structure
• Business goals
• Sales challenges or bottlenecks

Communication Information

This includes messages you send to us, call notes, meeting notes, email correspondence, form submissions, and any information you choose to provide during a sales or discovery call.

Client Information

If you become a client, we may collect information needed to deliver our services, manage the relationship, issue invoices, process payments, maintain records, and provide support.

Website and Technical Information

When you visit our website, we may collect information such as your IP address, browser type, device type, pages visited, time spent on the site, referral source, and cookie preferences.

Marketing and Advertising Information

If you interact with our ads, social media content, emails or lead forms, we may collect information about that interaction, including campaign source, form responses, and communication preferences.

3. How We Collect Information

We collect information when you:

• Visit our website
• Submit a contact form
• Apply for an audit or consultation
• Complete a Meta, Facebook, Instagram, LinkedIn or other lead form
• Book a call
• Speak with us by phone, email, video call or message
• Sign a proposal or service agreement
• Interact with our social media content or ads
• Use our services
• Provide information directly to us during a sales or onboarding process

We may also receive information from third-party platforms where you have interacted with Salezz, such as advertising platforms, booking tools, CRM systems, analytics platforms or social media platforms.

4. How We Use Your Information

We use personal information to:

• Respond to enquiries
• Assess whether our services are suitable for your business
• Book and manage calls
• Provide sales audits, advisory services, coaching, implementation support and retainers
• Prepare proposals, quotes and service recommendations
• Manage client relationships
• Deliver contracted services
• Send relevant follow-up messages
• Improve our website, offers, content and services
• Run and measure advertising campaigns
• Maintain internal records
• Issue invoices and manage payments
• Comply with legal, tax and accounting obligations
• Protect our business, website and systems

5. Lawful Basis for Using Your Information

We only use personal information where we have a lawful basis to do so. Depending on the situation, we may rely on:

Contract

Where we need to process your information to take steps before entering into a contract with you, or to deliver services under a contract.

Legitimate Interests

Where we have a legitimate business reason to use your information, provided your rights and interests do not override those reasons. This may include responding to enquiries, following up with business prospects, improving our services, managing client relationships, and protecting our business.

Consent

Where you have given clear consent, such as opting into certain marketing communications or accepting certain cookies.

Legal Obligation

Where we need to process information to comply with legal, tax, accounting, regulatory or other obligations.

6. Marketing Communications

We may send you marketing communications where permitted by law. This may include emails, messages or follow-ups about Salezz services, content, events, offers or business updates.

You can opt out of marketing communications at any time by using the unsubscribe link in an email, replying to request removal, or contacting us at contact@salezz.com.

Even if you opt out of marketing, we may still send service-related communications where necessary, such as messages about an enquiry, booking, proposal, invoice, contract or active client engagement.

7. Who We Share Information With

We do not sell your personal information.

We may share personal information with trusted third parties where necessary to operate our business, deliver services, or comply with legal obligations. These may include:

• CRM providers
• Email and communication platforms
• Booking and calendar tools
• Payment and accounting providers
• Website hosting providers
• Analytics providers
• Advertising platforms
• Professional advisers
• Legal, tax or accounting advisers
• Contractors, consultants or delivery partners working with Salezz
• Regulators, authorities or courts where required by law

Where we use third-party service providers, we only share information necessary for them to provide their services to us.

8. International Transfers

Some of the tools and service providers we use may process personal information outside the United Kingdom.

Where this happens, we take steps designed to ensure that appropriate safeguards are in place, such as adequacy decisions, standard contractual clauses, or other lawful transfer mechanisms where required.

9. How Long We Keep Information

We only keep personal information for as long as necessary for the purposes it was collected. Typical retention periods are:

• Enquiry and lead information: up to 24 months from the last meaningful interaction
• Client records: up to 6 years after the end of the client relationship, where needed for legal, tax, accounting or contract purposes
• Marketing records: until you unsubscribe or object, unless we need to keep limited information to respect your preferences
• Website analytics data: according to the retention settings of the analytics tools we use
• Call notes and service delivery records: for as long as needed to deliver services, manage the relationship, resolve disputes or maintain business records

We may keep information for longer if required by law or where necessary to establish, exercise or defend legal claims.

10. How We Protect Your Information

We use reasonable technical and organisational measures to protect personal information against loss, misuse, unauthorised access, alteration or disclosure.

These measures may include secure systems, access controls, password protection, limited access to client information, trusted service providers, and internal handling procedures.

No online system can be guaranteed to be completely secure, but we take data protection seriously and aim to protect information appropriately.

11. Your Data Protection Rights

Depending on the circumstances, you may have the right to:

• Request access to your personal information
• Ask us to correct inaccurate or incomplete information
• Ask us to delete your information
• Ask us to restrict how we use your information
• Object to certain uses of your information
• Request a copy of your information in a portable format
• Withdraw consent where processing is based on consent
• Complain to the Information Commissioner's Office

To exercise your rights, contact us at contact@salezz.com. We may need to verify your identity before responding to a request.

12. Complaints

If you are unhappy with how we handle your personal information, contact us first at:

Email: contact@salezz.com
Phone: 020 3987 1939

You also have the right to complain to the Information Commissioner's Office, the UK regulator for data protection matters.

13. Third-Party Links

Our website may contain links to third-party websites, platforms or tools. We are not responsible for the privacy practices, content or security of those third-party websites.

You should read the privacy policies of any third-party websites you visit.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.

If we make significant changes, we may take additional steps to bring them to your attention.

15. Contact Us

For questions about this Privacy Policy or how we use personal information, contact:

Salezz
Email: contact@salezz.com
Phone: 020 3987 1939
Location: London, United Kingdom