How we use your details

The Business Focus Check

• Your five or six answers — which area of your business you told us is holding it back.
• Your first name and email address, when you ask for the checklist.
• Optionally, your business name and website. The website is only used to prepare your free Market Snapshot.
• A mobile number, only if you choose to speak with a consultant and type one in, and whether you ticked the box allowing us to text you about that request. The box starts unticked.
• One line about what you would automate, only if you request access and choose to write it.

The 26-Point Checklist audit

If you sign in and rate your business, your ratings are stored against your account and are private to you. They are never sent to a salesperson, never shown to anyone else, and not used to build a picture of businesses in general. Choosing a next step on your results page opens your own email program; nothing is sent until you send it.

The plan you write against your top priorities — how sure you are, the evidence, a target — is part of the audit and as private as a rating. The one thing your results page can send on your behalf is "I'd like to automate this": when you press it, we are told your account address and the category number, and nothing else. Which ranking you read your results with (balanced, financial first, and so on) is remembered in your browser only.

A checkpoint is a dated copy of your own audit that you choose to save, so your results can show what moved since. It is copied from what your account already holds, kept against your account, private to you, and never read by any practice.

A practitioner-run audit

A consultant with a 26-Point practice can run the checklist with a client and keep the result as the practice’s own record of that session, together with the client details the practice chooses to note (business name, industry, size, a contact). That record belongs to the practice and is visible to the people in it. It is separate from any audit the client fills in for themselves, which stays private to them exactly as above. A client’s contact details held by a practice never reach our sales queues. To have a practice’s record of you corrected or deleted, ask the practice, or write to us and we will pass it on.

Sharing your audit with a practitioner

A practice can invite you, by email, to rate your business and share the result with them. Nothing is shared until you sign in with the invited address and accept. The audit you then fill in is shared with that practice from its first answer — they see your ratings as you go and can prepare your session from them — and with no one else. You can stop sharing at any time from your results page: the practice keeps a note that an audit existed and loses the ratings, and you keep your copy. Any audit you rate for yourself stays private exactly as above; choosing to start the shared audit from your own answers copies them without changing or exposing the original.

How the pages are used

We measure which screens and pages are reached and how far people scroll, so we can see where the funnel loses people. This is anonymous and first-party: there are no cookies, no advertising pixels and no third-party analytics. The only identifier is a random one that lives in your browser tab and is gone when you close it. Your ratings, name and address are never part of these measurements — there is no field that could carry them.