Creating Sales Results Ltd is committed to preserving the privacy of all visitors to our website www.YOUR

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.


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 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.


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.


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


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. You may set up your computer to reject cookies by following the relevant instructions which can be found at In that case, you may not be able to use certain features on our site. If you do not wish to receive cookies in the future, please let us know at YOUR E MAIL ADDRESS


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.


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).


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


The YOUR BUSINESS NAME Ltd is a DESCRIBE YOUR BUSINESS  company and keeps only minimum personal data for services provided by The YOUR BUSINESS NAME .

Client Data

  • Name, contact details and relationship status (e.g. New Customer, Existing Client, Prospect, New Subscriber) are logged in Aweber (our CRM system)
  • Coaching/ Consultancy / Training Action Plans are logged in Dropbox (Cloud-Based File 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 G mail until actioned, deleted or archived.


  • Aweber and Mailchimp 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 Aweber and Mailchimp 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 25thMay 2018)

Roles and Responsibilities

Data Controller: INSERT NAME  is the controller

Data Processor: INSERT NAME  is also the 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.


Cloud based services included in the Privacy Policy are:

Aweber / Dropbox / G mail