Privacy policy.

Last updated: 22 September 2025

Valid Agenda Pty Ltd (“Valid Agenda”, “we”, “us”, or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our services or visit our website.

1. Information We Collect

We may collect the following types of information:

  • Contact details: name, email address, phone number, and company name when you submit forms, book a session, or contact us directly.

  • Booking information: details provided via Calendly or other scheduling tools.

  • CRM records: information stored in HubSpot, including enquiry details, meeting notes, and correspondence.

  • Session notes: records from coaching or advisory engagements, used only to support ongoing work with you.

  • Website usage data: analytics, cookies, and log data collected automatically when you visit validagenda.com.

2. How We Use Your Information

We use your information to:

  • Provide and deliver coaching and advisory services.

  • Manage bookings, invoicing, and payments.

  • Respond to enquiries and provide tailored recommendations.

  • Maintain client records in our CRM system.

  • Improve our services and communications.

  • Comply with legal obligations.

3. Sharing of Information

We do not sell your personal data. We may share information with:

  • Trusted service providers (e.g., HubSpot for CRM, Calendly for scheduling, Stripe/Xero for payments) to deliver our services.

  • Referral partners (e.g., CRM implementers, automation specialists, web developers) only with your consent when introductions are made.

  • Government or regulatory authorities where disclosure is required by law.

4. Data Storage & Security

  • Your data is stored securely using cloud services such as HubSpot, Google Workspace, and secure file storage.

  • Access is restricted to authorised personnel only.

  • We take reasonable steps to protect personal information from loss, misuse, unauthorised access, or disclosure.

5. Your Rights

You may:

  • Request access to the personal data we hold about you.

  • Request corrections to inaccurate information.

  • Request deletion of your data, subject to legal and contractual obligations.

  • Opt out of marketing communications at any time.

6. Cookies & Analytics

Our website may use cookies and third-party analytics tools to understand visitor behaviour and improve performance. You can manage cookie preferences in your browser settings.

7. Retention of Data

We retain personal data only as long as necessary to provide services, comply with legal obligations, or resolve disputes.

8. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us at:
📧 help@validagenda.com