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Privacy Policy

Last updated 27 July 2026

Draft for review. This describes how the portal actually handles data, based on the system as built. It has not been reviewed by a solicitor or a data protection adviser, and the points marked below need answers before it is published as final.

1. Who we are

Launch Pad is operated by The Experts Group. This policy covers the Launch Pad portal at launchpad.theexpertsgroup.co.uk.

Needs a decision: the data controller’s legal entity and registered address, an ICO registration number, and a contact address for data protection enquiries.

2. Two kinds of personal data

This portal handles personal data about two different groups:

  • You, the agent using the portal.
  • Leads — members of the public who responded to an advert and gave their contact details.
Needs a decision: whether The Experts Group is a controller or a processor of lead data, and whether the agent is a joint controller. This determines what has to be said to leads at the point they submit a form, and whether a data processing agreement is needed between the group and its agents.

3. Data we hold about you

  • Your name, work email address, mobile number and profile photo.
  • Which Experts Group business you belong to, and the area you cover.
  • Your package, subscription status and billing history.
  • Notes our team records about your account, and your onboarding progress.

Some of this is taken from your Microsoft 365 account when you connect it, so you do not have to type it twice.

4. Data we hold about leads

  • Name, phone number and email address.
  • What they enquired about, and which advert they came from.
  • Where relevant, their property address and postcode, which we convert into map coordinates so leads can be matched to the nearest agent.
  • The history of your contact with them, including attempts logged, appointments booked and notes added.

5. Where data comes from and where it goes

Advertising platforms

When someone completes a lead form on Meta (Facebook or Instagram), Meta passes their details to us so the lead can appear in your dashboard.

Your Microsoft 365 mailbox

If you connect your work email, you grant permission for the portal to send email as you, so lead emails come from your own address. The portal cannot read your inbox.

Your CRM

When you push a lead to your CRM (such as Rex or Atlas), their details are sent to that system, which is then governed by its own terms and privacy policy.

Mapping

We use Google Maps to turn an address into a postcode and coordinates, for matching leads to the closest agent.

Payments

Card payments are handled by Stripe. Card details are entered on Stripe’s own secure pages — we never see or store them. We keep only a customer reference, your subscription status and your invoice history.

6. Why we are allowed to hold it

We rely on the performance of our contract with you to run your account and take payment, and on legitimate interests to operate, secure and improve the service. Leads provide their details to receive contact about the enquiry they made.

Needs a decision: the lawful basis for contacting leads as part of nurture, and how consent and the right to object are captured and honoured — particularly for follow-up messages after the initial enquiry.

7. How long we keep it

We keep your account data for as long as you have an account. Lead data stays in the portal so you can see the history of your funnel.

Needs a decision: actual retention periods, for both closed accounts and lead records. The system does not currently delete anything automatically, so whatever is agreed will need building.

8. Where it is stored

Portal data is held in a hosted PostgreSQL database. Some of the services we rely on — including Stripe, Meta, Microsoft and Google — may process data outside the UK under their own safeguards.

Needs confirming: the hosting region of the Railway database, so this can state plainly whether data is held in the UK, the EU or elsewhere.

9. Cookies

The portal sets a session cookie so you stay signed in. It is necessary for the service to work. We do not use advertising or tracking cookies in the portal.

10. Your rights

You can ask for a copy of your personal data, ask us to correct it, ask us to delete it, or object to how we use it. Leads have the same rights. You can also complain to the Information Commissioner’s Office at ico.org.uk.

Needs a decision: the email address these requests should go to, and who is responsible for answering them within the statutory month.