Information is collected and held by The Customer Success Coach in order to perform the contractual service of client projects and/or coaching. 

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Information held is limited to critical data, relevant to the contracting of a project or coaching relationships.  This information is either provided directly by the client (including name, address, contact details and relevant personal or business information), or captured during and after a consultation or coaching sessions in the form of notes taken.

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All retained information is held securely and confidentially on a password-secured personal computer or in confidential office files. Client information is not accessible to any third party, nor is it made available to any third party without the explicit prior consent of clients, and only then with the client’s specific needs and interests in mind, for example in the case of relevant referrals.

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Any contact made with clients is related to contractual projects or coaching services or to opportunities deemed directly relevant to clients based on known information.