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Privacy Policy

Last updated: 5th June 2026

This Privacy Policy explains how Ryan Bailey Consulting collects, uses and protects personal information.

If you have any questions about this policy, contact:

Ryan Bailey Consulting
Email: ryanbaileyconsulting@gmail.com

1. Who we are

Ryan Bailey Consulting provides lead recovery, sales follow-up, data review and related digital marketing support services for service-based businesses.

For website visitors, leads, enquiries and clients, Ryan Bailey Consulting acts as the data controller.

Where a client provides a CSV, spreadsheet, CRM export, enquiry list or similar file containing their own customer or prospect information for review or lead recovery work, Ryan Bailey Consulting usually acts as a data processor, working on the client's instructions. The client remains responsible for ensuring they have a lawful basis to share and use that data.

The ICO explains that whether an organisation is a controller or processor depends on who determines the purposes and means of processing, and that processor/controller arrangements should be clear.

2. Information we collect

We may collect the following information:

Information you provide directly

This may include:

  • Name
  • Business name
  • Email address
  • Phone number
  • Website address
  • Enquiry details
  • Form responses
  • Meeting booking information
  • Messages you send to us
  • Payment or billing information, where relevant

CSV, spreadsheet or CRM data

If you request a Free Lead Recovery Snapshot or use the 5-Day Lead Recovery Sprint, you may choose to upload or send a CSV, spreadsheet, CRM export, quote list, enquiry list, missed call list or similar file.

This may include details such as:

  • Customer or prospect names
  • Email addresses
  • Phone numbers
  • Enquiry dates
  • Services requested
  • Quote values
  • Follow-up notes
  • Lead status
  • Sales notes
  • Previous communication history

Please only send information you are legally allowed to share and that is relevant to the lead recovery review.

Do not send unnecessary sensitive information, such as health data, financial account information, bank details, passwords, identity documents, or any special category data unless we have specifically agreed this in writing.

3. How we use information

We use personal information to:

  • Respond to enquiries
  • Provide free resources and lead magnets
  • Review Snapshot form submissions
  • Review uploaded CSVs or lead data
  • Assess whether there is a sensible lead recovery opportunity
  • Provide consulting, lead recovery or sales follow-up services
  • Prepare reports and recommendations
  • Create follow-up plans and message drafts
  • Manage bookings, meetings and client communication
  • Send relevant service updates
  • Issue invoices or payment links
  • Improve our website, offers and services
  • Meet legal, tax and compliance obligations

We do not sell personal data.

4. Lawful basis for using personal data

Depending on the situation, we may rely on:

  • Contract — where processing is needed to provide services you have requested.
  • Legitimate interests — where we have a reasonable business reason to process data, such as responding to enquiries, improving services, reviewing lead recovery opportunities, or communicating with business contacts.
  • Consent — where we ask for specific permission, such as for optional marketing communications.
  • Legal obligation — where we need to keep records for tax, accounting or legal reasons.

The ICO says legitimate interests may apply to direct marketing in some circumstances, but this still requires proper consideration and must comply with electronic marketing rules.

5. CSV uploads and client lead data

If you upload or send a CSV or similar file, you confirm that:

  • You have the right to provide the data to Ryan Bailey Consulting.
  • The data has been collected lawfully.
  • You have an appropriate lawful basis for reviewing and/or contacting those leads.
  • You will not upload unnecessary sensitive information.
  • The data is accurate to the best of your knowledge.
  • You understand that the Snapshot is a review of the data provided, not a guarantee of sales, replies or revenue.

Ryan Bailey Consulting will only use uploaded CSV data for the purpose of reviewing, preparing, delivering or supporting the requested lead recovery service.

We will not contact individuals in an uploaded CSV unless this has been agreed with you and any messages or follow-up activity have been approved as part of the service.

6. Sharing information with third-party tools

We may use trusted third-party tools to operate the business and provide services.

These may include tools for:

  • Website hosting
  • Forms
  • CRM
  • Email
  • Calendar booking
  • Cloud storage
  • Spreadsheet processing
  • Payment processing
  • Email verification
  • Automation
  • Document creation
  • Analytics

Examples may include Google Workspace, Google Drive, HubSpot, Mailmeteor, Stripe, PayPal, email verification tools, automation tools or similar services.

Where third-party providers process personal data, we take reasonable steps to use reputable providers and only share what is necessary for the relevant service.

7. International transfers

Some tools we use may process or store data outside the UK.

Where this happens, we aim to use providers that apply appropriate safeguards, such as contractual protections, data processing terms or recognised transfer mechanisms.

8. How long we keep information

We only keep personal data for as long as reasonably necessary.

As a general guide:

  • Enquiry and form data may be kept for up to 24 months.
  • Client project records may be kept for up to 6 years where needed for legal, tax or business records.
  • Uploaded CSV files used for a Snapshot or Sprint will usually be deleted within 90 days after the review or project ends, unless we agree otherwise or need to keep records for legal, contractual or dispute purposes.
  • Marketing contact details are kept until you unsubscribe or ask us to delete them.

9. Security

We take reasonable steps to protect personal data, including limiting access, using password-protected systems, using reputable cloud providers, and avoiding unnecessary downloads or sharing.

However, no online system is completely secure. You should not upload sensitive, unnecessary or highly confidential information unless we have agreed a secure transfer method in writing.

10. Your rights

Depending on the circumstances, you may have rights to:

  • Access your personal data
  • Correct inaccurate data
  • Request deletion
  • Object to processing
  • Restrict processing
  • Withdraw consent
  • Request data portability
  • Complain to the ICO

You can contact us at:

ryanbaileyconsulting@gmail.com

You also have the right to complain to the UK Information Commissioner's Office if you are unhappy with how your data is handled.

11. Marketing communications

You can unsubscribe or ask us to stop contacting you at any time.

If we send a business-related email and it is not relevant, you can reply "no thanks" or ask to be removed.

12. Changes to this policy

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