Client Privacy

Your data, privacy and confidentiality

Your privacy and confidentiality

The nature of our work requires the utmost confidentiality and always has done. We aim to keep the data we store about you minimal and only for the purposes of supporting the work we are doing together.

What we hold, why, and what we do with it:

Our Clients

The information we hold about you as an individual is very limited. We hold it for the express purpose of being able to effectively work with you. We hold:

  • Contact information – for the purposes of communicating with you in the course of our work and for subsequent follow up to check on the impact of our work.
  • Workshop and training presentations and supporting notes that might refer to your organisation but rarely to individuals and only then in a way that supports our working together such as feedback for us from specific individuals and not always then either.
  • Emails that allow us to review historic agreements or specific challenges/discussions that might impact our work with you now or in the future.
  • Anonymised notes to support our practice as coaches.
  • Testimony that we use for marketing purposes are a result of your explicit agreement because we’ve asked you if you would be happy to, or you have offered to.
  • We don’t like spam, so we don’t inflict it on anyone else, so you won’t receive direct mail from us unless you explicitly choose to. We do not share your data with other agencies for this purpose either.

Due to the close nature of our work, we keep this information on file as often there will be substantial gaps between bodies of work and it is helpful for us to review the work we have already done together at point of re-engagement.

Our Business Associates

  • In the case of business partners or associates, we might refer clients to you from time to time and this requires passing your contact details to others. If you would prefer us not to, just let us know and we’ll ensure we don’t.

Who can see it?

Apart from those directly in the employ of CBP, access to your data might be shared on a need to know basis with associates of CBP who will be working directly with you as part of a specific CBP agreement. This will have been explicitly agreed with you in advance. For example, in creating the best solution for you, we might agree to bring in an associate organisation to provide external expertise and they might need access to data we have or collect their own about you. We will explain that to you thoroughly in the design phases.

Your rights

Where it specifically refers to you as an individual anonymised or otherwise it remains your data.

If you want to discuss what data of yours we hold, just get in touch. We’ll get straight back to you.

You have the right to access the data we hold about you.

We will destroy anything we hold about you on request. If it impacts work we are actively doing with you we will discuss this at point of request.

We hold personal data for 5 years after our last point of contact with you before destroying it.


What data we hold is stored either within password protected GDPR compliant secure systems such as the Google Suite of programmes or occasionally in the form of paper notes which are anonymised and held securely or often destroyed once their usefulness to the work we are doing with you has passed.

In the unlikely event of a breach of our systems where data about you might have been accessed we will notify you within 72 hours.

If you have any questions, please get in touch.

The best learning comes from solving real problems – so we only work on real live business challenges.