Privacy policy.

1. Who is responsible for your information

South West Leads is the trading name used by the business identified below. That business is the controller for information used to respond to its own enquiries, arrange strategy calls and manage its business relationships. Contact us using the email or postal address below to ask about this notice or exercise your rights.

This notice covers this marketing website and our business enquiries. When we handle homeowner leads on a client’s behalf, responsibilities, instructions, approved providers and safeguards must be documented in the client’s data-processing arrangements, with campaign-specific privacy information supplied to the homeowner. The client’s own notice will also apply where it determines how the lead is used.

2. Information we receive

Please avoid providing sensitive personal information or other people’s details unless it is necessary and you are entitled to do so. This site is directed at business users, not children.

• Contact and business details you provide, such as your name, company, email, phone number, website, service area and the information you choose to include in an enquiry.
• Booking details, appointment preferences, communications and relevant notes needed to arrange and follow up a strategy call. Calendly may collect these when you use the booking link.
• Client administration information, such as agreed services, correspondence, invoices and payment records, where you become a client. Do not send card details by email.
• Technical and security information generated when the website is requested, potentially including IP address, browser/device information, requested pages, timestamps and error/security logs handled by the hosting provider. This website does not add advertising pixels or visitor analytics.

3. Purposes and lawful bases

• Answering enquiries and arranging requested consultations: taking steps at your request before a contract where applicable, or our legitimate interests in communicating with business contacts and potential clients.
• Delivering services, administering appointments and maintaining client relationships: performance of a contract where the individual is party to it, or legitimate interests in managing a business-to-business engagement.
• Billing, accounts and legally required records: legal obligations and, where applicable, contract administration.
• Website security, troubleshooting, preventing misuse and handling disputes: legitimate interests in operating and protecting the business, balanced against individuals’ rights.
• Optional promotional messages: consent where required by electronic-marketing law, or an available lawful business-marketing basis where permitted. We provide an appropriate way to object or unsubscribe. Requesting a strategy call does not by itself mean consenting to unrelated promotional campaigns.

4. Providers and sharing

We share information only as reasonably needed for these purposes: with staff and authorised contractors, appointment scheduling, hosting, CRM, communications, accountancy and professional advisers, and authorities where lawfully required. We do not sell personal information.

Calendly provides the external scheduling service. Where we use GoHighLevel to manage the resulting business relationship, relevant contact details and communications may be held there. Providers can act as processors under our instructions or as separate controllers for their own activities. Their own notices explain those independent uses.

We link to Calendly rather than loading its calendar or tracking scripts into this page. When you follow the link, its service receives your request and handles your booking under its own privacy information.

5. International processing

Some service providers, including international scheduling and CRM providers, may process information outside the UK. Where we transfer information to a processor outside the UK, we must use an applicable UK adequacy arrangement or another lawful safeguard, such as approved contractual protections and any required transfer assessment. The applicable mechanism depends on the provider and destination. You can ask us for information about safeguards relevant to your data; we do not claim that all data remains in the UK.

6. Retention

We keep information only for as long as needed for the purpose for which it was collected, taking account of the business relationship, the nature of the information, legal/accounting duties and the time reasonably needed to establish or defend legal claims. We periodically review enquiry and client records and delete or anonymise information that is no longer required.

Routine enquiry records are assessed by reference to the last meaningful contact and whether a business opportunity remains active. Financial and contractual records may need longer retention to meet legal duties. Security logs depend on the hosting provider’s retention arrangements. Minimal suppression information may be retained so that we can respect an objection to marketing. You may ask about the period or criteria applying to your records.

7. Your rights and choices

Depending on the circumstances and legal basis, you can ask for access, correction, erasure, restriction or portability of your information, and object to processing based on legitimate interests. You can object to direct marketing at any time. Where we rely on consent, you can withdraw it without affecting earlier lawful processing. Some rights are subject to legal limitations.

Use the contact details below. We will take proportionate steps to verify identity, respond within the applicable legal timeframe, normally one month, and explain any lawful extension or refusal. You can also complain to the Information Commissioner’s Office at ico.org.uk/make-a-complaint or by calling 0303 123 1113. You do not have to complain to us first.

8. Security and automation

We use proportionate organisational and technical measures to protect personal information, including appropriate access controls and restrictions on who can see client records. No online system is entirely risk-free. Please tell us promptly if you believe information has been misused.

Our service can use AI-assisted messaging and automation, supported by real-person qualification. We do not describe an AI-only exchange as human qualification. This business website does not make solely automated decisions with legal or similarly significant effects about visitors. Any campaign-specific automated processing must be explained in the relevant campaign notice.

9. Changes to this notice

We may update this notice when our services or processing change. The date above identifies this version. Material changes will be brought to the attention of affected individuals where required. Please contact us if you need the information in another accessible format.