Privacy Policy

Last Updated: June 2026

Introduction

Katie Farrell E-Consultant ("we", "us", "our") is committed to protecting your privacy and handling your personal information responsibly, transparently and securely.

This Privacy Notice explains how we collect, use, store and protect your personal information when you visit our website, enquire about our services, become a client, join our mailing list or otherwise interact with our business.

Katie Farrell E-Consultant is the Data Controller responsible for your personal information.

Contact details: Katie Farrell E-Consultant

Email: hello@katiefarrell-econsultant.com

Website: www.katiefarrell-econsultant.com

If you have any questions about this Privacy Notice or how we process your personal information, please contact us using the details above.

Our Data Protection Principles

When processing personal information, we are guided by the following principles:

• We only collect information that is genuinely necessary for the services we provide.

• We will never collect more information than we reasonably need.• We only use personal information for legitimate business purposes.

• We take reasonable steps to ensure information remains accurate, secure and up to date.

• We implement appropriate technical and organisational measures to protect personal information.

• We will not sell your personal information.

• We retain information only for as long as necessary to fulfil the purposes for which it was collected or to meet legal obligations.

Information We Collect

The personal information we collect depends on how you interact with our business.

We may collect:

Contact Information

• Name• Email address

• Telephone number

• Business name•

Website address

• Social media profiles

Business Information

• Information about your business

• Information about your email marketing activities

• Information provided during discovery calls, audits or strategy sessions

Client Information

• Information provided during onboarding

• Project information

• Service delivery information

• Billing and payment information

Website Information

When you visit our website, we may automatically collect:

• IP address

• Browser type

• Device information

• Website activity

• Referral source

• Cookie data

• Analytics data

How We Collect Information

We may collect information when:

• You complete a contact form

• You book a discovery call

• You enquire about our services

• You become a client

• You subscribe to our email newsletter

• You download a resource

• You attend a webinar or training session

• You interact with us via email or social media

• You browse our website

How We Use Your Information

We may use your information to:

• Respond to enquiries

• Deliver our services

• Manage client relationships

• Process payments

• Provide customer support

• Send newsletters and marketing communications• Improve our website and services

• Monitor website performance

• Conduct analytics and reporting

• Comply with legal obligations

• Protect our business from fraud, misuse or security threats

Marketing Communications

If you join our mailing list, download a resource, register for a webinar or otherwise opt in to receive marketing communications, we may send you:

• Newsletters

• Educational content

• Service updates

• Event invitations

• Marketing communications

You can unsubscribe at any time using the unsubscribe link included in our emails or by contacting us directly.

Email Marketing, Profiling and Personalisation

As an email marketing consultancy, we use email marketing software and website analytics tools to better understand how people interact with our content and services.

This may include:

• Tracking email opens and clicks

• Analysing website activity

• Segmenting subscribers

• Personalising communications

• Measuring engagement

• Improving marketing performance

We do not use automated decision-making that produces legal or similarly significant effects on individuals.

Artificial Intelligence (AI)

We may use trusted AI-assisted software tools to support our business operations.

These tools may assist with:

• Content creation

• Research

• Analysis

• Idea generation

• Administrative tasks

• Workflow efficiency

We do not use AI systems to make solely automated decisions about individuals.

Where personal information is processed using AI-assisted tools, we take reasonable steps to minimise the information shared and ensure appropriate safeguards are in place.

We do not knowingly permit our clients' personal information to be used for the training of public AI models.

Client Data Processing

When providing email marketing, consultancy, strategic or implementation services, we may process personal information on behalf of our clients.

In these circumstances:

• Our client remains the Data Controller.

• We act as a Data Processor.

• We only process information in accordance with our client's instructions.

• We apply appropriate security measures to protect client data.

Legal Basis For Processing

Under UK GDPR, we rely on one or more of the following legal bases:

Consent

For example:

• Marketing communications

• Newsletter subscriptions

Contract

For example:

• Delivering services you have purchased

• Managing client relationships

Legal Obligation

For example:

• Tax and accounting requirements

• Regulatory compliance

Legitimate Interests

For example:

• Improving our services

• Business administration

• Marketing our services

• Website analytics

• Fraud prevention

• Information security

Sharing Your Information

We do not sell personal information.

We may share information with trusted third-party service providers who help us operate our business.

These may include:

• Squarespace

• Klaviyo

• Google Workspace

• Google Analytics

• Dubsado

• Stripe

• Meta

• OpenAI

• Anthropic

• Other professional software providers used in the delivery of our services

We only work with providers that we reasonably believe have appropriate security and privacy protections in place.

International Transfers

Some of the service providers we use may store or process personal information outside the United Kingdom.

Where international transfers occur, we take reasonable steps to ensure appropriate safeguards are in place, including:

• UK adequacy regulations

• Standard Contractual Clauses

• Other lawful transfer mechanisms permitted under UK data protection law

Data Retention

We retain personal information only for as long as necessary.

Typically:

• Enquiries are retained for up to 24 months.

• Marketing subscriber information is retained until you unsubscribe or become inactive.

• Client records may be retained for up to 6 years after the end of the relationship to meet legal, insurance and accounting requirements.

Where information is no longer required, it will be securely deleted, anonymised or archived.

Your Rights

You have the right to:

• Access your personal information

• Correct inaccurate information

• Request deletion of information

• Restrict processing

• Object to processing

• Withdraw consent

• Request transfer of information where applicable

• Lodge a complaint

To exercise any of these rights, please contact: hello@katiefarrell-econsultant.com

Website Analytics, Cookies and Advertising

We use cookies and similar technologies to:

• Operate our website

• Understand how visitors use our website

• Improve website performance

• Measure marketing effectiveness

• Support advertising and remarketing activities

This may include services such as Google Analytics and Meta advertising tools.

Further information can be found in our Cookie Policy.

Data Security

We take reasonable technical and organisational measures to protect personal information from unauthorised access, misuse, loss, disclosure or alteration.

However, no method of internet transmission or electronic storage can be guaranteed to be completely secure.

Complaints

We hope to resolve any concerns quickly and fairly.

If you have concerns about how your personal information has been handled, please contact us first at

:hello@katiefarrell-econsultant.com

Please include:

• Your name

• Contact details

• Details of your concern

We will investigate and respond as promptly as reasonably possible.

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO):www.ico.org.uk

Changes To This Privacy Notice

We may update this Privacy Notice from time to time to reflect changes in our business, technology, legal requirements or data protection practices.

The latest version will always be available on our website.

Contact

Katie Farrell E-Consultant

hello@katiefarrell-econsultant.com

www.katiefarrell-econsultant.com