Privacy Policy

Data Controller: Shaun Phillips, trading as Lead & Relate

1. Introduction

This Privacy Policy explains how we collect, use, and protect your personal information when you visit leadandrelate.com or use our coaching services.

2. What Information We Collect

  • Name, email address, phone number
  • Payment information (via Stripe)
  • Coaching-related notes and correspondence
  • Website usage data via cookies and analytics
  • Marketing preferences (if opted-in)

3. How We Use Your Information

  • To deliver coaching services
  • To process payments securely
  • To send emails related to your services
  • To improve our site and services via analytics
  • To send marketing content (with consent)

4. Legal Basis for Processing

We process your personal data under the following lawful bases:

  • Contract: To provide coaching services
  • Consent: For marketing emails and analytics cookies
  • Legal Obligation: To comply with financial regulations
  • Legitimate Interests: To improve our services and communicate with users

5. Sharing Your Data

Your data is shared with trusted third parties only as needed:

  • - Stripe (payments)
  • - Systeme.io (website platform)
  • - Make.com, Zapier (automation)
  • - Breakcold (CRM)
  • - Google Analytics (cookies and tracking)

We do not sell your data or share it with unrelated third parties.

6. Cookies

We use cookies to improve user experience and analyse site usage. You can manage your cookie preferences through your browser settings.

7. Marketing

You may cancel a coaching session with at least 24 hours’ notice. Sessions missed or cancelled with less than 24 hours’ notice may be forfeited.

You may opt-in to receive updates, offers, and content from Lead & Relate. You can unsubscribe at any time using the link in our emails.

8. Data Retention

We retain client records and communications for up to 7 years in line with industry standards and legal obligations.

9. Your Rights

Under the UK GDPR, you have rights including:

  • Access to your data
  • Correction of inaccurate data
  • Deletion (“right to be forgotten”)
  • Objection to processing
  • Data portability

To exercise these rights, contact: dataprotection@leadandrelate.com

10. Security

We take reasonable steps to protect your data using encryption, secure access controls, and data minimisation practices.

11. Children’s Data

Our services are not intended for children under 16. We do not knowingly collect data from children without parental consent.

12. Contact Us

If you have questions or requests, please contact:

  • +44 1727 620107
  • 4 St Lukes Place, Wellington Road, St Albans, AL1 5NH, UK

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© leadandrelate.com 2025

© leadandrelate.com 2025

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