Privacy Policy

Last updated: 6 August 2026

This privacy policy explains how Strategic Sales Dynamics collects, uses and protects your personal information when you visit our website, contact us or use our services.

Strategic Sales Dynamics provides business mentoring, strategic sales support, advisory services, assessments, programmes and events for founders, business owners and leadership teams.

Strategic Sales Dynamics is operated by Sheree Owen.

For data-protection purposes, Sheree Owen trading as Strategic Sales Dynamics is responsible for the personal information covered by this policy.

Website: https://strategicsalesdynamics.co.uk
Email: Sheree@strategicsalesdynamics.co.uk
Business address: KT199RQ Epsom Surrey

In this policy, “we”, “us” and “our” refer to Strategic Sales Dynamics.

Depending on how you interact with us, we may collect:

• your name;
• email address;
• telephone number;
• business or organisation name;
• job title or professional role;
• information you provide through an enquiry or contact form;
• information about your business, objectives and support requirements;
• booking, programme or event information;
• payment and invoice records;
• emails and other communications;
• feedback, testimonials and survey responses; and
• technical information about how you use our website.

We may also keep relevant notes and records where you participate in mentoring, advisory work, assessments, programmes or strategy sessions.

We do not normally receive or retain your full payment-card details. Payments may be processed by an external payment provider.

We may collect information when you:

• complete a contact or enquiry form;
• email, telephone or message us;
• book a call, event, programme or service;
• purchase a service;
• complete an assessment or questionnaire;
• attend a mentoring or advisory session;
• join our mailing list;
• provide feedback or a testimonial;
• interact with us through social media; or
• use our website.

We may also receive your business contact details through professional introductions, networking events, directories or publicly available business sources.

We may use your personal information to:

• respond to enquiries;
• arrange calls, meetings and events;
• assess whether our services are suitable for you;
• provide mentoring, advisory, training and other services;
• manage bookings, programmes and client relationships;
• prepare proposals, contracts and invoices;
• process and maintain payment records;
• send information connected with a service you have requested;
• provide customer support;
• maintain appropriate business and client records;
• request feedback;
• improve our services and website;
• protect our business and website;
• send relevant marketing communications where legally permitted; and
• meet our legal, accounting and tax obligations.

We will not sell your personal information.

Under UK data-protection law, we must have a lawful reason for using your information.

Depending on the circumstances, we may rely on:

We may use your information where it is necessary to:

• respond to a request before you purchase a service;
• provide a service you have purchased;
• manage a booking, programme or agreement; or
• fulfil our contractual responsibilities.

We may use information where it is reasonably necessary for our legitimate business interests, provided your rights and interests do not override them.

These interests may include:

• responding to business enquiries;
• developing and operating our business;
• maintaining client and business records;
• improving our services;
• protecting our systems and business; and
• communicating with professional contacts about relevant services.

We may rely on your consent for:

• certain email marketing;
• non-essential website cookies;
• publishing testimonials, photographs or case studies; or
• another specific purpose explained when we request your consent.

You may withdraw your consent at any time.

We may use and retain information where necessary to meet legal, accounting, tax or regulatory requirements.

We may send you information about our services, events, programmes and resources where:

• you have requested it;
• you have consented to receive it; or
• we are otherwise legally permitted to contact you.

You can unsubscribe at any time by using the unsubscribe link in an email or contacting us directly.

We may keep a limited record of your email address after you unsubscribe to ensure that we respect your request.

Messages needed to manage an existing booking, contract or service are not considered marketing communications.

We may share information with trusted providers that help us operate our business.

These may include:

• website and hosting providers;
• email and mailing-list platforms;
• booking and calendar systems;
• video-meeting providers;
• payment processors;
• accountants, insurers and professional advisers;
• customer-management or administrative systems;
• event venues or delivery partners where necessary; and
• contractors who support our business.

We may also share information where:

• required by law;
• necessary to establish or defend a legal claim;
• necessary to protect our business, systems or users; or
• you have asked or authorised us to do so.

Service providers are expected to handle information appropriately and only for the purposes for which it has been provided.

Some of the technology services we use may process information outside the United Kingdom.

Where this happens, we take reasonable steps to ensure that an appropriate legal safeguard is in place, such as an adequacy regulation or approved data-transfer contract.

We keep personal information only for as long as reasonably necessary.

Our normal approach is:

• general enquiries that do not result in work: up to two years after the last meaningful contact;
• client records: normally up to six years after the client relationship ends;
• contracts, invoices and financial records: normally six years after the end of the relevant financial year;
• mailing-list information: until you unsubscribe or we determine that the information is no longer current;
• testimonial or case-study information: until consent is withdrawn or the material is no longer used; and
• website technical information: according to the settings and lifespan of the relevant system or cookie.

We may retain information for longer where necessary because of a complaint, legal claim, contractual issue or legal obligation.

Our website may use cookies and similar technologies to:

• make the website operate correctly;
• protect website security;
• remember preferences;
• understand how visitors use the website; and
• measure website performance.

Where required, non-essential cookies will only be used after you have provided consent.

You can manage cookies through our cookie banner or through your browser settings.

We take reasonable measures to protect personal information from:

• unauthorised access;
• accidental loss;
• misuse;
• alteration;
• inappropriate disclosure; and
• destruction.
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These measures may include password protection, access controls, secure technology providers, appropriate software updates and limiting access to people who need the information.

However, no website or online system can be guaranteed to be completely secure.

Depending on the circumstances, you may have the right to:

• ask for a copy of your personal information;
• ask us to correct inaccurate information;
• ask us to delete information;
• ask us to restrict how information is used;
• object to certain uses of your information;
• withdraw consent;
• receive certain information in a portable format; and
• object to direct marketing.
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These rights are not absolute and may be subject to legal conditions or exemptions.

To exercise your rights, contact:

Email: Sheree@strategicsalesdynamics.co.uk

We may need to confirm your identity before responding.

Please contact us first if you have concerns about how we use your personal information.

You also have the right to complain to the Information Commissioner’s Office:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Telephone: 0303 123 1113
Website: https://ico.org.uk

Our website may contain links to third-party websites, services or resources.

We are not responsible for how those third parties collect or use personal information. You should read their privacy policies before submitting your information.

Our website and services are intended for adults, business owners and professionals.

We do not knowingly collect personal information directly from children through the Strategic Sales Dynamics website.

We may update this policy when our services, website, technology or legal obligations change.

The latest version will be published on our website with the revised date shown at the top.