Elevate Customer Success respects your privacy and is committed to protecting your personal information. This Privacy Policy explains what information we collect, why we collect it, how we use it and the rights you have over your personal data.

Who we are

Elevate Customer Success provides Customer Success consultancy, advisory and diagnostic services to B2B organisations.

For the purposes of UK data protection law, Elevate Customer Success is responsible for the personal information described in this Privacy Policy.

If you have any questions about this policy or how your personal information is used, please contact:

Email: info@elevatecustomer-success.com

Information we collect

We may collect personal information when you:

• Contact us through our website

• Complete the Elevate Customer Success Health Check

• Enquire about our services

• Subscribe or opt in to receive updates

• Communicate with us directly

• Become a client or prospective client

Depending on how you interact with us, this may include your:

• Name

• Work email address

• Company name

• Job title, where provided

• Information you provide in messages or enquiries

• Marketing preferences

• Information relating to your use of our services

Customer Success Health Check

When you complete the Elevate Customer Success Health Check, we currently collect:

• Your first name

• Your work email address

• Your company name

• Your answers to the Health Check questions

• Your overall Health Check score and status

• Your recommended areas of focus

• The date and time you completed the Health Check

• Your marketing preference and, where applicable, the date and time consent was provided

We use this information to generate and provide your Health Check results, understand the Customer Success challenges and opportunities identified through your assessment, and contact you about your Health Check where appropriate.

Your Health Check information may also help us understand common Customer Success challenges and improve our services and diagnostic tools.

How we use your personal information

We may use your information to:

• Respond to enquiries

• Provide our services

• Generate and provide Health Check results

• Follow up appropriately in relation to a Health Check or enquiry

• Manage our relationship with prospective and existing clients

• Improve our services and resources

• Maintain appropriate business and administrative records

• Send Customer Success insights, resources or updates where you have chosen to receive them

We will not sell your personal information.

Our lawful basis for using your information

UK data protection law requires us to have a lawful basis for processing personal information.

Depending on the circumstances, we may process your information because:

• It is necessary to provide something you have requested from us or to take steps before entering into a contract.

• We have a legitimate business interest in responding to enquiries, operating and improving our services, and communicating with prospective or existing clients where appropriate.

• You have given us your consent, particularly where you have specifically opted in to receive marketing communications.

• We have a legal obligation to retain or process certain information.

Where we rely on legitimate interests, we consider those interests against your rights and privacy.

Marketing communications

We will only send you general marketing communications where we have an appropriate lawful basis to do so.

Where the Health Check gives you the option to receive occasional Customer Success insights, resources and updates, this choice is optional and is not required to receive your Health Check results.

Where we rely on your consent, you can withdraw that consent at any time by contacting us at info@elevatecustomer-success.com

Choosing not to receive marketing communications will not affect your ability to use the Health Check or enquire about Elevate Customer Success services.

How long we keep your information

We keep personal information only for as long as reasonably necessary for the purpose for which it was collected, including any legal, accounting or reporting requirements.

Personal information collected through the Elevate Customer Success Health Check is retained for up to 24 months from the date of submission, unless there is a legitimate reason or legal requirement to retain it for longer.

You can also ask us to delete your personal information at any time, subject to any legal requirements that require us to retain it.

How we protect your information

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

Access to personal information is restricted to people who have a legitimate business need to access it.

Service providers and sharing your information

We may use trusted technology and service providers to operate our website, Health Check and business systems.

These providers may process personal information on our behalf where necessary to provide their services.

We require service providers handling personal information to use it appropriately and protect it in accordance with applicable data protection requirements.

We may also disclose information where required by law or where necessary to establish, exercise or defend legal rights.

We do not sell your personal information to third parties.

International transfers

Some technology providers we use may process or store information outside the United Kingdom.

Where personal information is transferred internationally, we take reasonable steps to ensure appropriate safeguards are in place as required by UK data protection law.

Cookies and website information

Our website may use cookies or similar technologies that are necessary for the website to function or that help us understand how the website is used.

Where consent is required for non-essential cookies, we will seek appropriate consent.

You can also control cookies through your browser settings.

Your data protection rights

Under UK data protection law, you may have rights including the right to:

• Ask what personal information we hold about you

• Request a copy of your personal information

• Ask us to correct inaccurate or incomplete information

• Ask us to delete your personal information in certain circumstances

• Ask us to restrict how your information is used

• Object to certain uses of your personal information

• Withdraw consent where we rely on consent

• Request the transfer of certain information where applicable

You will not normally have to pay to exercise these rights.

To make a request, contact us at info@elevatecustomer-success.com.

We may need to verify your identity before completing a request.

Complaints

If you have concerns about how we use your personal information, please contact us first so we can try to resolve them.

You also have the right to raise a concern with the Information Commissioner's Office (ICO), the UK's independent data protection regulator.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our services, technology or legal requirements.

The latest version will always be published on this page, with the date of the most recent update shown at the top.

Contact us

If you have any questions about this Privacy Policy or how Elevate Customer Success handles your personal information, please contact:

Elevate Customer Success
Email: info@elevatecustomer-success.com