Depending on how you interact with us, we may collect:
Name, email address, telephone number, business name, job title and other contact details.
Information you submit through website, contact, discovery-call, onboarding, access or support forms.
Appointment details, calendar information and attendance records.
Information discussed or provided during discovery calls, onboarding calls, support calls, meetings or other communications.
Business information, service requirements, goals, customer journeys, pipeline stages, appointment rules, frequently asked questions, internal processes and preferences.
Emails, SMS messages, support requests, form responses, notes, communication history and customer-service records.
Proposal, agreement, invoice, payment-status and transaction information. Payment card details are generally handled directly by payment providers such as Stripe, and we do not ordinarily store complete payment card numbers.
Account, software, integration, domain and technical information that a client provides so we can perform our services.
Website and device information such as IP address, browser type, device type, referring pages, pages viewed, time spent on pages, approximate location and cookie or analytics data.
Information from referrals, social media, public business directories, publicly available sources and third-party platforms where lawful.
Any other information you choose to provide to us.
If you do not provide information we reasonably need, we may be unable to respond to your enquiry, arrange an appointment or provide some or all of our services.