Privacy Policy
Last updated: 25 March 2026
1. Who We Are
ClientWise ("we", "us", "our") is a UK-based data operations company that provides CRM data services including reputation audits, ICP-verified prospect pools, deliverability protection, and always-fresh pipeline retainers. We are the data controller for the personal data we collect through our website and services.
2. Data We Collect
We collect and process the following categories of personal data:
- Contact information: name, email address, phone number, and company name when you submit our contact form or book a call.
- Usage data: pages visited, time on site, referral source, and device/browser information collected via analytics.
- Cookie data: functional and analytics cookies as described in our cookie notice.
- CRM data: data you provide or grant us access to as part of our services, processed under a separate Data Processing Agreement.
3. How We Use Your Data
We use personal data for the following purposes:
- To respond to enquiries and provide our services.
- To send service-related communications.
- To improve our website and user experience.
- To comply with legal obligations.
4. Legal Basis for Processing
We process your personal data under the following legal bases (UK GDPR Article 6):
- Consent: where you have given clear consent (e.g. marketing emails).
- Contract: where processing is necessary to perform our services.
- Legitimate interest: to improve our website and grow our business, where this does not override your rights.
- Legal obligation: where we are required by law.
5. Data Sharing
We do not sell your personal data. We may share data with trusted service providers who assist in operating our website and delivering our services (e.g. hosting, analytics, CRM platforms). All third parties are contractually bound to protect your data and process it only on our instructions.
6. Data Retention
We retain personal data only as long as necessary for the purposes it was collected, or as required by law. Contact form submissions are retained for up to 24 months. CRM service data is retained as specified in individual Data Processing Agreements.
7. Your Rights
Under UK GDPR, you have the right to:
- Access the personal data we hold about you.
- Request correction of inaccurate data.
- Request deletion of your data.
- Object to or restrict processing.
- Data portability.
- Withdraw consent at any time.
To exercise any of these rights, contact us at sales@clientwise.agency.
8. Cookies & Similar Technologies
Cookies are small text files placed on your device by websites you visit. We use cookies and similar technologies (localStorage, sessionStorage) to operate our website, remember your preferences, and understand how visitors interact with our pages. We use Google Consent Mode v2 to ensure that no optional cookies are set until you give consent.
When you first visit our site, a consent banner asks you to accept or reject optional cookies. You can change your preferences at any time - just .
Necessary
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
| Name | Provider | Type | Purpose | Expiry |
|---|---|---|---|---|
| cw_consent | clientwise.agency | HTTP Cookie | Stores your cookie consent preferences (which categories you accepted or rejected). | 365 days |
| cw_contact | clientwise.agency | sessionStorage | Form pre-fill data (name, email, phone, company). Clears when you close the tab. | Session |
Preferences
Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.
No cookies currently in use. This category is reserved for future preference cookies.
Statistics
Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
| Name | Provider | Type | Purpose | Expiry |
|---|---|---|---|---|
| _ga | HTTP Cookie | Distinguishes unique visitors. Set by Google Analytics via Google Tag Manager. | 2 years | |
| _ga_* | HTTP Cookie | Maintains session state for Google Analytics. | 2 years | |
| _gid | HTTP Cookie | Distinguishes visitors within a 24-hour window. | 24 hours | |
| cw_user_id | clientwise.agency | localStorage | Anonymous visitor identifier for session continuity. No personal data. | Persistent |
| cw_journey | clientwise.agency | localStorage | Aggregated journey data (pages visited, session count, attribution). No personal data stored. | Persistent |
| cw_tracking | clientwise.agency | sessionStorage | UTM parameters and click IDs from the current visit. | Session |
| cw_journey_session | clientwise.agency | sessionStorage | Session start timestamp for duration tracking. | Session |
Marketing
Marketing cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third party advertisers.
| Name | Provider | Type | Purpose | Expiry |
|---|---|---|---|---|
| _gcl_* | HTTP Cookie | Stores Google Ads click and conversion information. Set via Google Tag Manager when marketing consent is granted. | 90 days |
Unclassified
Unclassified cookies are cookies that we are in the process of classifying, together with the providers of individual cookies.
No cookies currently in use. Any new cookies will be classified and added to this declaration.
You can also control cookies through your browser settings. Most browsers allow you to block or delete cookies. Note that blocking all cookies may affect the functionality of this and other websites you visit.
9. Local Storage & Session Storage
In addition to cookies, we use your browser's local storage and session storage for functionality and analytics purposes. These are listed in the tables above alongside cookies for full transparency. Local storage persists until cleared; session storage is automatically deleted when you close the browser tab.
When you withdraw consent for a category, we delete the corresponding storage entries immediately.
10. Contact
If you have questions about this privacy policy or wish to exercise your rights, please contact us:
ClientWise
Email: sales@clientwise.agency
You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.