Handle customer data properly
Work out what you're actually holding, what you must be able to explain, and what to write down before someone asks.
- What you actually collect and store, including in tools you forgot you use.
- Whether you could explain your data flows to a customer without improvising.
- Which vendors touch customer data and what you agreed to with them.
- A plain description of what you collect and why
- The documentation gaps most likely to be questioned
- A draft policy and disclosure you can review with counsel
Small teams that collect customer data and have never been asked to justify how.
A customer, a buyer, or an enterprise questionnaire asks how you handle data, and nothing is written down.
It's the shortest honest path from where you are to a decision you can act on — 5 guided steps, one report at the end.
- A plain description of what you collect and why
- The documentation gaps most likely to be questioned
- A draft policy and disclosure you can review with counsel
- What to do first if something goes wrong
Every report follows the same structure: executive summary, situation overview, key findings, prioritized recommendations, an action plan, and the next best improvement. Yours to export and keep.
What actually matters here
These are the things worth being honest about before you decide. The recommendation you receive weighs each of them against your situation.
- What you actually collect and store, including in tools you forgot you use.
- Whether you could explain your data flows to a customer without improvising.
- Which vendors touch customer data and what you agreed to with them.
- What you would say, and to whom, in the first day after an incident.
What this uses
The decision paths behind this situation. You can read what each one covers before you start.
What happens next
- 01You describe the situation
A few plain questions — no forms to decode, no jargon.
- 02We work it through
5 guided steps, each one building on the last.
- 03You leave with a plan
A polished report, a recommendation, and one clear next step.
Prepares documentation for review. It is not legal advice and does not certify compliance in any jurisdiction.
Private by design — your inputs stay yours. Your first three reports are free.
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