Privacy Policy

Last updated: [July 2026]

This privacy policy outlines how Sam Haldane Independent HubSpot & CRM Consultant collects, uses, and protects any information that you provide when using this website.

I am committed to ensuring that your privacy is protected. Should I ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement.

For the purposes of the UK General Data Protection Regulation (UK GDPR), the data controller is Sam Haldane, operating in the United Kingdom and contactable via email at hubspothaldane@gmail.com.

1. Information We Collect

I may collect and process the following data about you:

• Identity and Contact Data: Your name, company name, job title, email address, and telephone number, which you provide by filling in forms on this website, such as when using the interactive tool or booking a strategy session.
• Technical and Usage Data: Information about how you use this website, including your IP address, browser type, operating system, geographical location, and page views, collected via standard cookies and analytics tools.

2. How We Use Your Information

I will only use your personal data when the law allows me to. Most commonly, I use your personal data in the following circumstances:

• To Deliver Services: To process and respond to your enquiries, provide the custom assessment information requested via the website form, and prepare for scheduled strategy sessions.
• Consent: Where you have explicitly opted in to receive updates, insights, or information regarding CRM optimization and HubSpot consulting.
• Legitimate Interests: To analyze website performance, improve user experience, and protect the security of this web platform.

3. Data Retention

I will only retain your personal data for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements. If you submit an enquiry but do not become a client, your information will be deleted after 24 months unless you request its removal sooner.

4. Data Sharing & Third Parties

I do not sell, rent, or trade your personal data with third parties. To run this independent consultancy effectively, I share data with trusted service providers who act as data processors. These include:

• Website Hosting and Infrastructure Providers: To host this platform securely.
• Scheduling Tools: To manage calendar bookings and strategy sessions.
• Analytics Providers: To help understand website traffic and performance.

All third party processors are strictly required to protect your data in compliance with the UK GDPR.

5. International Data Transfers

Some of the third party software platforms used to run this website may store or process data outside the United Kingdom, notably in the United States. Where personal data is transferred outside the UK, I ensure appropriate safeguards are in place, such as Standard Contractual Clauses (SCCs) or equivalent recognized frameworks, to ensure your data receives the same level of protection.

6. Your Legal Rights

Under the UK GDPR, you have rights in relation to your personal data. These include the right to:

• Request access to the personal data I hold about you.
• Request correction of any inaccurate personal data.
• Request erasure of your personal data from my systems.
• Object to or restrict the processing of your personal data.
• Withdraw your consent to marketing or communications at any time.

If you wish to exercise any of these rights, please contact me directly at hubspothaldane@gmail.com. I will respond to all legitimate requests within 30 days.

7. Cookies

This website uses cookies to distinguish you from other users and analyze web traffic. You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of this website may become inaccessible or not function properly.

8. Complaints

If you have any concerns about my use of your personal data, you can make a complaint directly to me at hubspothaldane@gmail.com.

You also have the right to complain to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues, at www.ico.org.uk. I would, however, appreciate the chance to deal with your concerns before you approach the ICO, so please contact me first.