Privacy & Compliance Guide
Responsible data handling practices for customer information.
Key privacy principles
Keep data safe, minimal, and properly authorized.
Data minimization
Collect only what is required to deliver the service.
Consent clarity
Explain why data is collected and how it is used.
Access control
Restrict customer data to staff who need it.
Data handling checklist
- Store customer data only in trusted systems.
- Mask or hide sensitive information when sharing.
- Use strong passwords and 2FA where possible.
- Backup data securely.
Retention & deletion
- Keep data for required business duration only.
- Delete old or irrelevant records.
- Document deletion requests.
- Audit access periodically.
Practical compliance tips
Small steps that improve trust and reduce risk.
Written policy
Keep a clear privacy policy accessible to customers.
Secure sharing
Avoid sending sensitive data over unsecured channels.
Staff awareness
Train staff on privacy basics and acceptable use.
Privacy FAQ
Short answers for common privacy questions.
Do we need consent for follow-up calls?
Yes. Record customer consent during form submissions or service intake.
Can staff share customer numbers?
No. Access should be restricted to approved staff only.
How long should we keep customer data?
Keep only as long as needed for service, accounting, and legal requirements.