Privacy Policy

Effective date: 01/10/25

1. Who we are

This website and related systems are operated by Robert S J Lucas Limited, registered in England and Wales (Company No. 06182370) with registered office at 4/8 Paisley Close, 101 High Street, Edinburgh EH1 1SP (“we”, “our”, “us”).

We are the data controller responsible for your personal information.

You can contact us at:
📧 rob@workflowreboot.com
📞 07866632093

2. What information we collect

We may collect and process the following types of data:

  • Identity data: name, job title or role, organisation.
  • Contact data: email address, phone number, social media handle, postal address.
  • Business information: responses you provide in forms or surveys (e.g. team size, admin levels, technology maturity).
  • Technical data: IP address, browser type, time zone, and interaction data (via cookies or analytics tools).
  • Marketing data: preferences for receiving communications.

3. How we use your data

We process your personal data for the following lawful purposes:

PurposeLegal basis
To provide the ROI Snapshot report or related services you requestPerformance of a contract or legitimate interest
To communicate with you about your enquiry, booking, or serviceLegitimate interest
To improve our services, website, and AI systemsLegitimate interest
To send occasional marketing emails or offersConsent (you can withdraw at any time)
To comply with legal or regulatory obligationsLegal obligation

We may use your information to develop insights, analytics, or anonymised summaries for business purposes. No automated decision has legal or significant effects without human oversight.

4. How we share your data

We do not sell or rent your personal data.
We may share it only with trusted processors such as:

  • Email and automation platforms (e.g. MailerLite, Make, OpenAI)
  • Booking or payment processors (e.g. Scheduler App, Stripe)
  • Cloud storage or analytics providers

All such partners process your data under contractual terms consistent with UK GDPR and only for our specified purposes.

Data may be transferred outside the UK / EEA where adequate safeguards (such as Standard Contractual Clauses) are in place.

5. Data retention

We keep personal data only as long as necessary for the purposes set out above:

  • Active client data: for the duration of the relationship and up to 6 years thereafter (for legal and accounting reasons).
  • Marketing data: until you unsubscribe or request deletion.

6. Your rights

You have the right to:

  • Access a copy of your personal data
  • Correct any inaccurate or incomplete data
  • Request deletion (“right to be forgotten”)
  • Restrict or object to processing
  • Withdraw consent for marketing at any time
  • Lodge a complaint with the Information Commissioner’s Office (ICO) at www.ico.org.uk

Requests can be made via robertsjlucas@gmail.com.

7. Cookies and tracking

Our website may use cookies or similar technologies to enhance user experience, analyse traffic, and personalise content. You can control cookie preferences in your browser.

8. Security

We use reasonable technical and organisational measures to protect your data from unauthorised access, alteration, disclosure, or destruction. However, no system is entirely secure and transmission is at your own risk.

9. Updates

We may update this policy periodically. The latest version will always appear on our website and include the effective date above.