Legal

Privacy Policy

Last updated: April 2025

1. Who we are and how to contact us

Sales Blueprint Services Limited ("we", "us", "our") operates the Effectiv platform and website at effectiv.co. If you have questions about this policy or how we handle your personal data, contact us at:

Email: simon.monk@effectiv.co
Post: 1 Knights Court, Archers Way, Battlefield Enterprise Park, Shrewsbury, Shropshire, SY1 3GA

2. What personal data we collect

We collect personal data in the following ways:

When you request the guide or early access

• Your name
• Your work email address
• Your company name (if provided)

When you apply to the partner programme

• Your name and email address
• Your organisation name
• Brief information about your clients (as you provide it)

When you use the Effectiv platform (app.effectiv.co)

• Account details (name, email, role)
• CRM and calendar data connected via integration
• Usage data and platform activity

Automatically, when you visit our website

• IP address and browser information
• Pages visited and time spent
• Referring URL

3. Why we collect it and our legal basis

Under UK GDPR, we must have a lawful basis for processing your personal data. Our bases are:

• Consent — when you submit a form to receive the guide or request access, you consent to us contacting you about Effectiv.
• Contract — when you use the Effectiv platform, processing is necessary to deliver the service.
• Legitimate interests — we may contact you about related services where we have a legitimate business interest, provided this does not override your rights.
• Legal obligation — where we are required to retain data by law.

4. How we use your data

• To send you the guide or information you requested
• To follow up about Effectiv and Sales Blueprint services
• To operate and improve the Effectiv platform
• To respond to enquiries and support requests
• To comply with legal obligations

We do not sell your personal data to third parties. We do not use your data for automated decision-making that produces legal or similarly significant effects.

5. Who we share your data with

We share data only where necessary:

• Service providers — platforms we use to operate our business (email, CRM, analytics). These are processors acting on our instructions.
• Professional advisors — legal, accounting, or other advisors where necessary.
• Authorities — where required by law or regulation.

All third-party processors are required to handle your data securely and in accordance with UK GDPR.

6. How long we keep your data

• Guide/access requests: We retain contact details for up to 24 months from your last interaction, unless you ask us to delete sooner.
• Platform data: Retained for the duration of the contract plus 12 months, then deleted or anonymised.
• Legal/financial records: Retained for 7 years as required by law.

7. Your rights

Under UK GDPR, you have the right to:

• Access — request a copy of the personal data we hold about you
• Rectification — ask us to correct inaccurate data
• Erasure — ask us to delete your data in certain circumstances
• Restriction — ask us to limit how we use your data
• Portability — receive your data in a structured, machine-readable format
• Object — object to processing based on legitimate interests
• Withdraw consent — where processing is based on consent, you can withdraw at any time

To exercise any of these rights, email us at simon.monk@effectiv.co. We will respond within one month.

You also have the right to complain to the Information Commissioner's Office (ICO) at ico.org.uk if you believe we have not handled your data correctly.

8. Cookies

We use cookies and similar technologies on our website. Please see our Cookie Policy for full details.

9. Security

We take reasonable technical and organisational measures to protect your personal data against unauthorised access, loss, or misuse. No internet transmission is completely secure, but we take this responsibility seriously.

10. Changes to this policy

We may update this policy from time to time. The date at the top of this page reflects when it was last revised. Significant changes will be communicated to active users by email.