Privacy Policy

Last updated: September 2026

The Workflow People Ltd respects your privacy and is committed to protecting your personal data.

This Privacy Policy explains how we collect, use and protect your personal information when you visit our website, contact us, book a call, request a place at or attend an event, subscribe to updates or work with us.

The Workflow People Ltd is the data controller for the personal information covered by this policy.

The Workflow People Ltd
Company Number: 14874318
VAT Number: 442129615
Registered Address: Building 1000, Cambridge Research Park, CB25 9PD
Email: hello@theworkflowpeople.co.uk

1. What information we collect

We may collect and use the following types of personal information:

Your name
Your email address
Your phone number
Your company name
Your job title, where provided
Information you include in an enquiry form, booking form or email
Information about your business needs, monday.com requirements or workflow challenges
Information needed to provide services, support or consultancy
Website usage information, such as pages visited, time on site, referral source and general location
Technical information, such as IP address, browser type, device type and operating system
Marketing preferences, such as whether you have opted in to receive updates
Business contact information, including your name, job title, employer, work email address, business telephone number and the source from which the information was obtained
Event or webinar registration information, including your business sector, current software or tools and reasons for requesting a place
Information connected with your attendance, such as your display name, questions, chat messages or contributions during an online session
Campaign and referral information showing how you found the event, including UTM tracking data

We only ask for information that is relevant to the reason you are contacting us or using our website.

2. How we collect your information

We may collect personal information when you:

Submit a form on our website
Contact us by email or phone
Book an introductory call
Sign up to receive marketing emails or updates
Work with us as a client
Interact with our website, including through cookies and analytics tools
Request a place at, register for or attend an event, webinar or online session

Our website is built on Wix. Some forms may be hosted on or linked to monday.com. When you submit one of these forms, your information is processed through monday.com and may be stored there for administration and appropriate follow-up.

3. How we use your information

We use your personal information to:

Respond to enquiries
Arrange calls, consultations or follow-up conversations
Understand your business needs
Provide monday.com consultancy, implementation, optimisation, training or support services
Manage client relationships
Send marketing emails or updates where you have agreed to receive them
Improve our website and understand how visitors use it
Review website performance, user journeys and content effectiveness
Maintain business, legal and accounting records
Protect our website, systems and business from misuse or security risks
Manage event registrations and attendance
Confirm attendance and send joining instructions, reminders and other event-related communications
Organise and deliver webinars, masterclasses and other online events
Understand which channels and campaigns generate event registrations
Record and reuse presentations or demonstrations where attendees have been informed
Contact you about future events or services where you have separately agreed to receive marketing

Business contact information obtained from other sources

We may obtain business contact information through our dealings with your employer or organisation, referrals, publicly available professional sources such as company websites, professional networking platforms and business directories, or third-party business data providers.

Where we have not collected your information directly from you, we will provide access to this Privacy Policy within a reasonable period and no later than one month after obtaining it. If we contact you or disclose the information sooner, we will provide the privacy information at that point.

We take reasonable steps to record where business contact information came from and to ensure it remains accurate and relevant.

4. Our lawful basis for using your information

Under UK data protection law, we need a lawful basis to use your personal information.

We may rely on the following lawful bases:

Enquiries and contact forms

When you contact us through the website, by email or by phone, we use your information to respond to your enquiry.

Lawful basis: Legitimate interests, or contract where your enquiry relates to a service you may buy from us.

Booking a call

When you book an introductory call, we use your information to arrange and manage the booking.

Lawful basis: Legitimate interests, or contract where the call relates to potential services.

Providing services

When you become a client, we use your information to provide our services, communicate with you and manage the working relationship.

Lawful basis: Contract.

Marketing communications

We may send relevant information about our services, resources and events to people who have agreed to receive it.

We may also send relevant business-to-business marketing to contacts working at companies and other corporate organisations where this is permitted under the Privacy and Electronic Communications Regulations and where we have determined that our legitimate interests apply.

Our legitimate interest is promoting relevant services and events to people whose professional role is reasonably connected with what we offer.

Before relying on legitimate interests, we consider whether the use is necessary, proportionate and within the person’s reasonable expectations.

Where the law requires consent, including certain communications to sole traders, some partnerships and individual subscribers, we will rely on consent or another permitted basis such as the soft opt-in. We do not use legitimate interests to override electronic-marketing rules.

You can object to direct marketing or unsubscribe at any time.

Website analytics and improvement

We use analytics and behaviour tools to understand how people find and use our website. This helps us improve the website, content and user experience.

Lawful basis: Consent for non-essential cookies and similar technologies. Legitimate interests may apply to basic website performance and security data.

Legal and accounting records

We may keep certain records to meet legal, tax and accounting requirements.

Lawful basis: Legal obligation.

Events and webinars

When you register for or attend one of our events, we use your information to manage your registration and attendance, send joining information and reminders, deliver the session, respond to questions and provide appropriate event-related follow-up.

Lawful basis: Legitimate interests, specifically our legitimate interest in organising and delivering relevant business events and communicating with people who have registered to attend.

Event confirmations, joining instructions, reminders and essential event information are service communications rather than marketing. You may receive these communications regardless of whether you have separately agreed to receive marketing.

Webinar recordings

We may record the presentation or demonstration portion of an online event so that we can create educational, promotional or marketing content from it.

Recordings will focus on our presenters and shared materials. We will stop recording before the open Q&A or discussion and will not intentionally include attendee display names, questions, chat messages or contributions.

If an identifiable attendee contribution is inadvertently captured, we will remove it before publication unless we have obtained the attendee’s permission to use it.

Lawful basis: Legitimate interests for recording and using our own presentations and materials. Where we wish to publish an identifiable attendee contribution, we will obtain consent first.

5. Website forms, event registrations and monday.com

Our website may use or link to monday.com forms to collect enquiry and event registration details.

If you submit one of these forms, the information you provide may be stored and managed in monday.com so that we can assess your request, manage your place, send event communications and handle any appropriate follow-up.

This may include your name, email address, company, job title, business sector, current tools or software, information about your requirements and campaign or referral information.

6. Booking links

Our website may include links to third-party booking tools, such as Calendly, so you can book an introductory call.

If you use a booking tool, the information you provide may also be processed by that provider. This may include your name, email address, selected appointment time and any notes you add to the booking.

You should review the booking provider’s own privacy information before submitting your details.

7. Marketing emails and monday.com Campaigns

We may use monday.com Campaigns to send marketing emails, event invitations, updates and other relevant business communications.

We only send electronic marketing where we have an appropriate lawful basis and where the communication is permitted under applicable electronic-marketing rules.

Every marketing email will identify The Workflow People Ltd and provide a clear way to unsubscribe or object. If you unsubscribe or object, we will stop using your information for direct marketing.

We may retain a minimal suppression record to ensure that you are not accidentally added to a marketing list again. This record will not be used to send further marketing.

Event confirmations, joining instructions and reminders requested as part of an event registration are not marketing communications.

We do not sell your personal information to third parties.

8. Cookies and analytics

Our website uses cookies and similar technologies.

Cookies are small files placed on your device when you visit a website. Some cookies are needed for the website to work properly. Others help us understand how people use the website and improve the user experience.

We may use the following tools:

Wix cookies and site functionality tools
Wix Analytics
Google Analytics
Google Search Console
Google Tag Manager
Microsoft Clarity
monday.com forms and campaign tools
Calendly, where booking links are used

Necessary cookies

These help the website work properly and may support security, page loading, form functionality and cookie preference settings.

These cookies are usually essential and cannot be switched off through the website.

Analytics and performance cookies

These help us understand how visitors use the website. For example, they may show which pages are viewed, how visitors move through the site, what content performs well and where users may leave the site.

These tools may collect information such as IP address, device type, browser type, referral source, pages visited and general location.

We use Microsoft Clarity to understand how visitors interact with the website through heatmaps, click tracking and session recordings.

Microsoft Clarity

We use this information to improve website layout, content and usability. We do not use Clarity to identify individual visitors.

We use available privacy masking and consent controls to reduce the personal information captured through Microsoft Clarity.

Cookie consent

Except where an exemption applies to a strictly necessary cookie or similar technology, we ask for consent before storing or accessing information on your device. Non-essential analytics and behavioural tools will not load until consent has been given.

You can accept, reject or change your cookie preferences through the website’s cookie banner or cookie settings.

9. Who we share your information with

We may share personal information with trusted third-party providers where needed to run our website, manage enquiries, provide services or operate our business.

This may include:

Wix, as our website platform provider
monday.com, for enquiries, event registrations, relationship management, workflows and marketing communications
Google, for analytics and search performance tools
Microsoft Clarity, for website behaviour analytics where used
Calendly, where booking links are used
Email and communication providers
Professional advisers, such as accountants or legal advisers
Regulators, authorities or other parties where required by law
Our online meeting or webinar platform, for delivering events and sending joining information
Business-data providers, where we use them to obtain or verify relevant business contact information
Insurers, legal advisers or other parties where needed to establish, exercise or defend legal claims
A purchaser, prospective purchaser or adviser where our business or its assets are sold, reorganised or transferred

We only share personal information where there is a valid reason to do so.

10. International transfers

Some of the third-party tools we use may process personal data outside the UK.

Where this happens, we rely on appropriate safeguards designed to protect your personal information in line with UK data protection law. This may include adequacy regulations, standard contractual clauses or other recognised transfer safeguards used by our service providers.

You can contact us at hello@theworkflowpeople.co.uk if you would like more information about the safeguards used for international transfers.

11. How long we keep your information

We only keep personal information for as long as needed for the purpose it was collected.

As a general guide:

Enquiry information may be kept for a reasonable period so we can manage follow-up conversations
Client records may be kept during the working relationship and for a suitable period afterwards
Financial and accounting records may be kept for the period required by law
Prospect and marketing contact information is normally reviewed at least annually and is not ordinarily retained for longer than 24 months after the last meaningful interaction, unless there is an ongoing and documented reason to retain it
Client relationship records are retained during the working relationship and afterwards only for as long as needed for contractual, legal, accounting, insurance or dispute-resolution purposes
Where someone has objected to marketing, we may retain a minimal suppression record for as long as needed to ensure that their preference continues to be respected.
We regularly review business contact information and delete or anonymise information that is no longer accurate, relevant or necessary
Website analytics data is kept according to the settings of the analytics tools we use

Event registration and attendance records may normally be kept for up to 12 months after the event for administration, reporting and appropriate follow-up. If you separately agree to receive marketing, your marketing details may be kept until you unsubscribe or withdraw your consent.

If you ask us to delete your information, we will do so unless we need to keep it for legal, contractual, accounting or legitimate business reasons.

12. How we protect your information

We take reasonable technical and organisational steps to protect your personal information against loss, misuse, unauthorised access or disclosure.

However, no method of sending information over the internet is completely secure, so we cannot guarantee the absolute security of information sent through our website.

13. Your rights

Under UK data protection law, you have rights over your personal information. You have an absolute right to object to the use of your personal information for direct marketing. If you object, we will stop using your information for that purpose. We may retain a minimal suppression record to ensure that your objection continues to be respected.

These may include the right to:

Access the personal information we hold about you
Ask us to correct inaccurate or incomplete information
Ask us to delete your information
Ask us to restrict how we use your information
Object to certain uses of your information
Ask for your information to be transferred to another provider
Withdraw consent where we rely on consent

To exercise your rights, contact us at hello@theworkflowpeople.co.uk.

We may need to ask for information to confirm your identity before responding to a request.

14. Complaints

If you have concerns about how we use your personal information, please contact us first so we can try to resolve the issue.

You also have the right to complain to the Information Commissioner’s Office, the UK regulator for data protection.

You can find more information or raise a concern through the Information Commissioner’s Office.

15. Links to other websites

Our website may contain links to other websites. We are not responsible for the privacy practices, policies or content of third-party websites.

16. Changes to this Privacy Policy

We may update this Privacy Policy from time to time.

The latest version will always be available on this page.