Privacy Policy

Information Security Audit Summary

In February 2019, Client Savvy’s independent information security auditor (ISA) reviewed a regulatory-based set of information security controls to determine our compliance with GDPR. In November 2020, the ISA conducted a follow-up review focused on gaps detailed in their action plan. Since the 2019 assessment, Client Savvy has completed the Privacy Policy to address the tenets of GDPR and CCPA. Client Savvy has been operating under that policy since March 2020.

During each assessment, the ISA identified that Client Savvy has been proactive in addressing information security controls and processes. Interview sessions with key members of Client Savvy indicated a willingness and desire to continue strengthening the organization’s security posture.

Demonstrating good corporate governance puts an organization in a position of strength when managing stakeholder relationships, acquiring new business while maintaining customers. The principle of accountability provides trust through robust and transparent data protection activities. Upon the November 2020 follow-up assessment, it was determined Client Savvy has addressed gaps in the initial assessment. The firm will continue to engage with the ISA to address gaps that occur over time.

1. Introduction


Company (“Company” “we” or “us”) offers marketing platform(s) for the Professional Service Industry for one-to-one and one-to-many marketing of products and events. We operate the following websites:,,, and which includes an application for client use and another website as pass-through for direct sellers (individually, “Website”). This privacy policy and notice aim to inform you about how we collect, use, disclose, store, secure, and dispose of information about you when you:

  • Interact or use our websites or mobile application, including downloading materials from our resources page or requesting a demo.
  • Register and/or attend any of our events, webinars, or the conferences we attend.
  • Use any of our products, services, or applications (including any trial) (collectively the “Services”) in any manner.

2. Privacy Policy


This policy covers any services being provided by the Company as a part of the online platform.

Privacy Principles we follow:

The company will ensure that all personal data that it holds will be:

  • Processed lawfully, fairly, and in a transparent manner.
  • Collected for specified, explicit, and legitimate purposes and not further processed in a manner that is incompatible with those purposes>
  • Adequate, relevant, and limited to what is necessary.
  • Accurate and kept up to date.
  • Kept in a form that permits identification of data subjects for no longer than is necessary.
  • Processed in a manner that ensures appropriate security of the personal data, including protection against unauthorized or unlawful processing and against accidental loss, destruction, or damage.

2.1 Types of information we collect

When you visit our website(s), we may collect personal data from you in order to allow us to provide certain services to you such as responding to your questions or providing general marketing information to you and for you such as one and one-to-many marketing of products and events to your customers and prospects. We will use this data in connection with your visit to our website(s).

You may, for example, provide us with your personal data when you:

  • Communicate with us through the “Feedback” link on our websites.
  • Apply for a job or internship.
  • Request to access a Company research report.
  • Apply to attend a Company hosted or sponsored event.
  • Log in to

If we use your personal data for any other purposes, we will provide you with a separate notice.

The personal data we collect from you includes your name, email address, the company for whom you work, company address, telephone number, the country where you live, and dietary requirements for registrations to attend a Company hosted or sponsored event.

We may also automatically collect data about you, such as technical information about your computer or internet browser. Data may also be collected about you indirectly through monitoring activities that will be conducted by or on our behalf in accordance with relevant legislation or regulatory requirements (for example, monitoring e-mails that we receive from you or recording telephone calls when you contact us).

We will process your personal data for the purposes listed above on the basis of one or more of the following:

  • Processing is necessary for the performance of a contract or for entering into a contract with you. Please note where this is the case, we may not be able to perform or enter into a contract with you unless you provide your personal data.
  • Processing is necessary to comply with a legal obligation.
  • You have given your consent (where we rely on this legal basis, we will always seek to obtain your consent separately as and when necessary).
  • Log in to

2.2 How we collect your information

Purposes of collection of personal information:

  • Improving and personalizing services
  • Marketing activities
  • Market research
  • etc.

The company collects information in different ways. Directly from you or from your company. For example, when you:

  • Log into your Company account purchased by your company.
  • Make a purchase on our Platform.
  • Create a personalized Company shopping account.
  • Track an order online.
  • Sign up to receive promotional emails or text messages (including offers and sales alerts).
  • Sign up to join a loyalty, rewards, or similar program or club.
  • Participate in one of our promotional sweepstakes, contests, surveys, or focus groups.
  • Use the Ratings & Reviews or related services and features.
  • Submit a request to our Client Service team.
  • Install and use Company’s mobile apps.
  • Visit and navigate Company’s Platforms on any device.
  • Enable location-based features on our Platforms.
  • Our business partners, including online advertising networks and companies that co-sponsor our promotions.
  • Interact with Company’s social media pages, including but not limited to LinkedIn, Facebook, Twitter, YouTube, and Instagram.
  • Combine information we collect about you from the different devices you use to access our Platforms.

2.2.1 Collection of personal data by automated means

Information that is passively collected:

Cookies and Similar Technologies

  • When you visit the Services, we may use “cookies” which are small files stored as text on your computer or device. In some countries, we are not permitted to send cookies to the browser of a user without the prior consent of the affected user. In this case, we will seek such consent. The remainder of this section assumes that either the use of cookies is not restricted by applicable law, or if it is restricted that the individual has explicitly consented to the use of the cookies.
  • These “cookies” and other similar technologies like pixels, web beacons (also known as “clear GIFs”), and local storage may be used to collect information about how you use the Services and provide features to you.
  • We may also ask advertisers or other partners to serve Company ads or services to your devices, which may use cookies or similar technologies placed by us or the third party.
  • If a visitor does not want information collected through the use of cookies, most browsers allow the visitor to reject cookies. Please note that if you use your browser settings to modify or block all cookies, you may not be able to access parts of the Services and your user experience may be severely degraded. We may share non-Personal Information obtained via cookies with our advertisers and affiliates.
  • Information provided by these cookies is essential to help us provide the Services in a manner that is adapted to each user’s specific needs. We believe that such means are fair, lawful, and proportional to the legitimate interest and needs of our business and that our methodology fairly addresses each user’s legitimate rights and expectations in view of the context and purpose for the collection and use of the information collected.

Mobile Device Unique Identifier

  • When you use a mobile device to connect to our Services via a service provider that uniquely identifies your mobile device, we may use this unique identifier to offer you extended services and/or functionality. Certain Services may require the collection of your mobile phone We may associate that mobile phone number with the mobile device’s unique identifier.

Physical location

  • When you download our mobile applications, we may use and store GPS and cell tower information relating to your mobile device, in combination with other location-based information such as your IP address, your billing postal code provided by your carrier, or your registration location, to provide enhanced location-based services, including the delivery of Services to your current location, and to serve location-targeted advertising for Company search results, and other content.

Logfile Information

  • Logfile information may be automatically reported by your browser each time you make a request to access (i.e., visit) the Services. It can also be provided when the content of the Services is downloaded to your browser or device.
  • When you use the Services, our servers automatically record certain log file information, including your web request, Internet Protocol (“IP”) address, browser type, referring / exit pages and URLs, number of clicks, and how you interact with links on the Services, domain names, landing pages, pages viewed, and other such information. We may also collect similar information from emails sent to our Users which then help us track which emails are opened and which links are clicked by recipients. The information allows for more accurate reporting and improvement of the Services.

Strictly Necessary Cookies

  • Necessary cookies are used for the purpose of authentication and providing data security. These cookies are necessary for Our Site to work and enable us to distinguish users and enable you to use its services and features. Disabling these cookies will encumber Our Site’s performance and may make these services and features unavailable. These cookies may include the following:

Functional Cookies

  • These cookies enable the website to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, then some or all of these services may not function properly.

Analytics or Performance Cookies

  • These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site and will not be able to monitor its performance.

Targeting or Advertising Cookies

  • These cookies will usually be third-party cookies, although if a user is visiting the advertising network’s own website it is technically possible these could be first party. They will always be persistent but time-limited cookies. These cookies can be associated with services provided by the third-party, but this is not always the case. These cookies contain a unique key that is able to distinguish individual user’s browsing habits or store code that can be translated into a set of browsing habits or preferences using information stored elsewhere.

2.3 How we use your information

The following are the examples of how we may use your information for the legitimate interest of our business which includes:

  • To Understand Your Interests. For example, we may use your information to better understand what products interest you based on information we collect about you and your household.
  • To Communicate with You. We may communicate with you about your account or our relationship. We may also contact you about this Privacy Policy or our Platform Terms & Conditions.
  • To Improve Our Products and Services. We may use your information to enhance our Platforms and services to serve you better.
  • To Respond to Your Requests or Questions. This may include responding to your customer feedback.
  • For Security Purposes. This could include protecting our company and our customers. It may also include protecting our Platforms.
  • For Marketing Purposes. We may provide you with information about new products and special offers. We may use your information to serve you ads about products and offers. We may tell you about new features or updates. These might be third-party offers or products we think you might find interesting.
  • To Send Push Notifications. If you use our mobile apps, we may send you push notifications about new products or special offers.
  • To Support Our Products and Services. This could include fulfilling your requests for products or services. It could also include processing purchases or return transactions.
  • Law or regulatory obligations. Certain laws and regulations require us to maintain and disclose collected information.
  • Direct Sellers’ customer component.

2.4 How we share your information

We operate globally and, like many businesses, we operate back-office IT functions. From time to time, we may also need to transfer your personal data to third parties in other countries where we do business or have a service provider. Such countries may not have the same data protection laws like the USA or European Union or the country in which you reside.

When transferring your personal data, we will take all appropriate steps to provide an adequate level of protection for your personal data in accordance with relevant legislation. These steps may include exercising audit and inspection activities in respect of the actions of those third parties in connection with the use of your personal data.

If at any time you wish that we cease any activity that affects you, please contact us as indicated in the “How to Contact Us” section below.


We may disclose/share your information in the following ways:

  • On our Platforms. For example, we may display the information you post on our Ratings & Reviews
  • With Our Business Partners. For example, this may include third parties that provide financial products and services related to our business. It may also include a third party that co-sponsors a contest or
  • With Third Parties for Marketing Purposes. This may include third parties in whose products or services we believe you may be interested. These third parties may also share your information with
  • With Our Service Providers. We may share your information with third parties who perform services on our behalf. For example, this may include vendors and payment processors. It may also include companies that send emails on our
  • Government, courts, and Law enforcement. We will access, preserve, and share any information about you, without your consent, to the government or law enforcement officials or private parties as we in good faith believe necessary or appropriate to respond to claims and legal process (including, but not limited to, subpoenas), to comply with applicable laws, to protect the property and rights of Company, you or a third party, to protect the safety of the public or any person, or to prevent or stop activity we may consider to pose a risk of being, or is illegal, unethical or legally actionable.
  • This may include responding to legal requests from jurisdictions outside of the United States where we have a good faith belief that the response is required by law in that jurisdiction, affects users in that jurisdiction, and is consistent with internationally recognized standards. We may also access, preserve and share information when we have a good-faith belief it is necessary to: detect, prevent and address fraud and other illegal activity; to protect ourselves, you, and others, including as part of investigations; and to prevent death or imminent bodily harm. Information we receive about you may be accessed, processed, and retained for an extended period of time when it is the subject of a legal request or obligation, governmental investigation, or investigations concerning possible violations of our terms or policies, or otherwise to prevent harm.
  • Digital Marketing Service Providers. We periodically appoint digital marketing agents to conduct marketing activity on our behalf, such activity may result in the compliant processing of personal information. Our appointed data processors include: (i)Prospect Global Ltd (trading as Sopro) Reg. UK Co. 09648733. You can contact Sopro and view their privacy policy here: Sopro are registered with the ICO Reg: ZA346877 their Data Protection Officer can be emailed at:

2.5 How we store your information

By registering for and using the Services you consent to the transfer of information to anywhere in the U.S. where the Services or its Service Providers maintain facilities and the use and disclosure of information about you as described in this Privacy Policy.

Although we implement reasonable administrative, physical, and electronic security measures designed to protect your Personal Information from unauthorized access, we cannot ensure the security of any information you transmit to or guarantee that this information will not be accessed, disclosed, altered, or destroyed. We will make any legally required disclosures of any breach of the security, confidentiality, or integrity of your unencrypted electronically stored Personal Information. To the extent the law of your jurisdiction allows for notification of a breach via e-mail or conspicuous posting on the Services, you agree to accept notice in that form.

How long we hold your personal data will vary. The retention period will be determined by various criteria including:

  • The purpose for which we are using it – we will need to keep the data for as long as is necessary for that purpose.
  • Legal obligations – laws or regulations may set a minimum period for which we have to keep your personal data.

2.6 How we protect your information

While no data transmission over the internet is 100% secure, we are committed to protecting the information we receive from you. We take appropriate security measures to protect your information against unauthorized access to or unauthorized alteration, disclosure, or destruction of data. To prevent unauthorized access, maintain data accuracy, and ensure the correct use of information, we maintain appropriate physical, electronic, and managerial procedures to safeguard and secure the information and data stored on our system.

While no computer system is completely secure; we believe the measures, we have implemented reduce the likelihood of security problems to a level appropriate to the type of data involved.

The Site may contain links to other websites that we do not own or control. The Privacy Policy does not apply to these websites and we are not responsible for the privacy practices of such websites or other services operated by such websites. Once you leave the Site via such a link, we recommend your review the privacy policy applicable to such third-party websites to learn how they use and disclose your personally identifiable information.

Our staff is trained in how to keep your information safe and secure. We use secure systems and buildings to hold your information. We aim to only keep your information for as long as we need it.

Protection Measures

Here are some of the things we do to protect your information.

Staff trainingWe train our staff in how to keep your information safe and secure.Secure handling and storageWhen we send information overseas or use third parties that handle or store data, we put arrangements in place to protect your information.System securityWhen you log in to our websites or apps, we encrypt data sent from your computer to our systems so no one else can access it.

We have firewalls, intrusion detection, and virus scanning tools to stop viruses and unauthorized people from accessing our systems.

When we send your electronic data to other organizations, we use secure networks or encryption.

 We use passwords and/or smart cards to stop unauthorized people from getting access.

Building securityWe use a mix of alarms, cameras, guards, and other controls in our buildings to prevent unauthorized access.Destroying or de-identifying data when no longer requiredWe aim to keep personal information only for as long as we need it – for example, for business or legal reasons. When we no longer need information, we take reasonable steps to destroy or de-identify it.

We will maintain data security by protecting the confidentiality, integrity, and availability of Personal Data, defined as follows:

Confidentiality: Only people who are authorized to use the data can access them;

Integrity: Personal Data should be accurate and suitable for the purpose for which they are processed;

Availability: Authorized users should be able to access the data if they need it for authorized purposes.

2.7 How we dispose of your information

Our goal is to dispose of your information “no longer than necessary for the purposes that we collect and use data”; Upon the expiry of the data retention periods set out in data retention policy, or when a data subject exercises their right to have their personal data erased, personal data shall be deleted, destroyed, or otherwise securely disposed of as follows:

  • Personal data stored electronically (including any and all backups thereof) shall be deleted.

  • Special category personal data stored electronically (including any and all backups thereof) shall be deleted.

  • Personal data stored in hard copy form shall be shredded if not required

  • Special category personal data stored in hard copy form shall be shredded straight away if no longer required.

2.8 Individual’s rights (Data subject rights)


The EU General Data Protection Regulation (GDPR) grants individuals who are in the European Union and European Economic Area (EU/EEA) certain rights, with some limitations. The Data Protection Officer will establish a system to enable and facilitate the exercise of data subject rights related to:

  • Information access.
  • Objection to processing.
  • Objection to automated decision-making and profiling.
  • Restriction of processing.
  • Data portability.
  • Data rectification.
  • Data erasure.


The California Consumer Privacy Act (CCPA) provides California consumers with the right to request access to their personal data, additional details about our information practices, and deletion of their personal information (subject to certain exceptions). California consumers also have the right to opt-out of sales of personal information, if applicable. We describe how California consumers can exercise their rights under the CCPA below. Please note that you may designate an authorized agent to exercise these rights on your behalf by providing written materials demonstrating that you have granted the authorized agent power of attorney. Please note that if an authorized agent submits a request on your behalf, we may need to contact you to verify your identity and protect the security of your personal information. We will not fulfill your CCPA request unless you have provided sufficient information for us to reasonably verify you are the consumer about whom we collected personal information. We will not discriminate against you if you choose to exercise your rights under the CCPA.


You may request, no more than twice in a 12-month period, access to the specific pieces of personal data we have collected about you in the last 12 months. You may also request additional details about our information practices, including the categories of personal information we have collected about you, the sources of such collection, the categories of personal information we share for legitimate business or commercial purposes, and the categories of third parties with whom we share your personal information. You may make these requests by contacting using the contact information provided below in the “Contact Information” section. After submitting your request, please monitor your email for a verification email. We are required by law to verify your identity prior to granting access to your data in order to protect your privacy and security.

You may request, no more than twice in a 12-month period, transportable copies of your personal information that we have collected about you in the last 12 months. You may make these requests by contacting using the contact information provided below in the “Contact Information” section. After submitting your request, please monitor your email for a verification email. We are required by law to verify your identity prior to granting access to your data in order to protect your privacy and security.

You may request that we delete the personal information we have collected about you. Please note that we may retain certain information as required or permitted by applicable law. You may make these requests by contacting us using the contact information provided below in the “How to contact us” section below. After submitting your request, please monitor your email for a verification email. We are required by law to verify your identity prior to granting access to your data in order to protect your privacy and security.

GDPR Rights

If you would like to exercise the above EU General Data Protection Regulation (GDPR) rights about your Personal Information we hold about you or exercise any other data subject right available to you under California Consumer Privacy Act (CCPA), please submit a written request to or contact us using the information provided in the “How to Contact Us” section below. Our privacy team will examine your request and respond to you as quickly as possible.

Please note we may still use any aggregated and de-identified Personal Information that does not identify any individual and may also retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

California residents are entitled to ask us for a notice identifying the categories of Personal Information which we share with our affiliates and/or third parties for marketing purposes and providing contact information for such affiliates and/or third parties.

2.8.1 Children’s Privacy

The company does not knowingly collect or solicit any information from anyone under the age of 18 or knowingly allow such persons to register for the Services. The Services and their content are not directed at children under the age of 18. In the event that we learn that we have collected personal information from a child under age 18 without parental consent, we will delete that information as quickly as possible. If you believe that we might have any information from or about a child under 13, please contact Company at

If you are an EU or California resident under the age of 16, do not share any personal information without parental consent. Contact us at for assistance.

2.9 Your choices about your information

Text Messaging

You may opt-out of receiving text messages by replying “STOP” to any text message received.


  • In all promotional emails, you will be given the opportunity to opt-out of receiving such messages in the future by clicking on the link at the bottom of the email that says “unsubscribe.”
  • Please note, we reserve the right to send you Services-related communications (e.g., account verification, payment confirmations, technical and security notices) that you may not opt-out of.


If a visitor does not want information collected through the use of cookies, most browsers allow the visitor to reject cookies.

Mobile device unique identifier

Unless you choose to opt-out, we may also share your mobile phone number with certain select third parties. You can opt-out by changing the privacy settings on your profiles/devices.

2.10 International Data Transfers

Personal Information you submit on the Websites or through the Services may be sent to the other countries, on our service providers’ cloud servers. We will always protect your information in accordance with this Privacy Notice wherever it is processed. We are a US-based company and by accessing Our Site, you grant us expressed consent to transfer your Personal Information to US servers. If you do not wish for us to transfer your Personal Information to the US, please contact us using the information in the “How to Contact Us” section below.


This section sets out the privacy principles we follow with respect to transfers of Personal Information from the European Economic Area (EEA) to the United States, including Personal Information we receive from individuals residing in the EEA who visits our Websites and/or who may use of our Services or otherwise interact with us.

Please note that for users located in the EEA, the term Personal Information used in this privacy is equivalent to the term “personal data” under applicable European data protection laws.


The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out tough penalties for violations.

To be in accordance with CAN-SPAM Act, we agree to the following:

  • Not use false or misleading subjects or email addresses.
  • Identify the message as an advertisement in some reasonable way.
  • Include the physical address of our business or site headquarters.
  • Monitor third-party email marketing services for compliance, if one is used.
  • Honor opt-out/unsubscribe requests quickly.
  • Allow users to unsubscribe by using the link at the bottom of each email.

4. California Residents

Some browsers give individuals the ability to communicate that they wish not to be tracked while browsing on the Internet. California law requires that we disclose to users how we treat do-not-track requests. The Internet industry has not yet agreed on a definition of what “Do Not Track” means, how compliance with “Do Not Track” would be measured or evaluated, or a common approach to responding to a “Do Not Track” signal. Due to the lack of guidance, we have not yet developed features that would recognize or respond to browser-initiated Do Not Track signals in response to California law.

5. Changes to our privacy policy

Our privacy policy became effective in December 2019. From time to time, it may be necessary for Client Savvy to change its privacy policy and notice. We suggest you check here periodically.

6. Links to other sites

We may offer links to sites not operated by Client Savvy. If you visit one of these linked sites, you should review their privacy and other policies. We are not responsible for the policies and practices of other companies.

7. How to contact us

Feel free to contact us to update your information or complaints, please by telephone at 1-866-433-7322 or by email at