Privacy Policy

Last updated: 3 November 2025

1) Who we are

OptiTech Automation (sole trader) (“we”, “us”, “our”) operates the website optitechautomation.co.uk and provides marketing services (advertising, landing page content, lead handling automations and related consultancy).

Data Controller: OptiTech Automation (sole trader)
Business address: Ellacombe Church Road, Torquay, TQ1 1LG, Devon, United Kingdom
Contact email (privacy & all enquiries): hello@optitechautomation.co.uk
ICO registration: Not registered yet / Pending

For some client work we may act as a Processor (see Section 4.2).

2) Scope

This Policy explains what personal data we collect, how and why we use it, how long we keep it, and your rights under the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

3) The data we collect

3.1 Website & analytics

Identifiers such as IP address and device identifiers
Browser, device type, pages viewed, time on page, referring URLs
Approximate location (country/city) derived from IP
Cookie IDs and similar technologies (see Section 7)

3.2 Enquiries & communications

Name, business name, email, phone number
Service interest, message content
Meeting notes, call summaries, proposal and contract records

3.3 Client account access (when you are our client)

Advertising/analytics account IDs and configuration
Campaign and conversion data, call tracking metadata
CRM lead records that you share with us (contact details, status, timestamps)
Optional call recordings if you enable them in your systems

3.4 Billing & admin

Invoicing details (billing name, address, VAT number if applicable)
Payment confirmations (we do not store full card details)

3.5 Special category data

We do not intentionally collect special category data (e.g., health information). Clients in medical fields must not send patient data to us or through landing pages unless we have a signed Data Processing Agreement (DPA) and appropriate compliant tools in place.

3.6 Newsletter & marketing emails

If you subscribe to our newsletter, we collect your name and email address to send you updates, insights, and service information. The legal basis for this is your consent, which you may withdraw at any time by clicking “unsubscribe” in our emails or by contacting us at hello@optitechautomation.co.uk. We use secure third-party email service providers to manage subscriptions and track open/click rates to improve our content. Your data will not be shared with other third parties or used for unrelated marketing.

4) How we use your data (purposes & lawful bases)

4.1 As Controller (our website and own marketing)

Operate and improve the website (legitimate interests)
Respond to enquiries and provide quotes (contract / steps prior to contract; legitimate interests)
Direct B2B marketing to business contacts such as updates on our services (legitimate interests; you can opt out at any time)
Analytics and performance measurement (consent where required; legitimate interests otherwise)
Legal and compliance such as record-keeping and responding to lawful requests (legal obligation; legitimate interests)

4.2 As Processor (for client projects)

When you engage us to manage advertising, landing pages, or lead handling using your systems, you are the Controller and we are your Processor. We process personal data only on your documented instructions to deliver the services, maintain security, prepare reports, and provide support. A DPA forms part of our client contract.

5) Where we get your data

Directly from you (forms, email, phone, meetings)
Automatically via cookies/SDKs when you use our site
From third-party platforms you connect or grant access to (e.g., Google Ads, Meta, analytics/CRM tools)

6) Sharing your data

We share personal data only as needed with trusted service providers under appropriate contracts, for example:

We do not sell personal data. A current list of sub-processors is available on request.

7) Cookies and similar technologies

We use cookies, pixels and local storage to run the site, analyse performance and, where enabled, measure advertising. On first visit, our banner lets you accept or reject non-essential cookies. You can change choices any time via Cookie Settings in the footer or through your browser.

Common cookies we may use (examples):
_ga, _gid (Google Analytics) – analytics/performance
_gcl_au (Google Ads) – advertising measurement
_fbp (Meta) – advertising measurement
cookieconsent_status – remembers your preferences

See our Cookie Policy for details.

8) International transfers

If personal data is transferred outside the UK/EEA by our providers, we rely on an adequacy regulation or Standard Contractual Clauses (with supplementary measures where required) to protect your data.

9) How long we keep data (retention)

Website analytics: 13 months (tool default unless configured otherwise)
Enquiries (email/forms): 24 months from last contact
Client project data (Processor role): for the contract term + 12 months, then deletion or return on request
Invoices/financial records: 6 years (legal requirement)
We may retain minimal information to comply with law, resolve disputes, or enforce agreements.

10) Your rights

To exercise rights, email hello@optitechautomation.co.uk.
You also have the right to complain to the Information Commissioner’s Office (ICO) at ico.org.uk or by calling 0303 123 1113.

11) Security

We use reasonable technical and organisational measures to protect personal data, including access controls, encryption in transit, least-privilege access, multi-factor authentication on critical systems, and periodic vendor reviews. No method of transmission or storage is completely secure; residual risk remains.

12) Children

Our website and services are not intended for children under 16. We do not knowingly collect children’s data.

13) Third-party links

Our site may link to third-party websites. Their privacy practices are their own; please review their policies.

14) Changes to this Policy

We may update this Policy from time to time. Material changes will be posted on this page with an updated “Last updated” date.

15) Contact

Questions about privacy or this Policy:
Email: hello@optitechautomation.co.uk
Postal: Ellacombe Church Road, Torquay, TQ1 1LG, Devon, United Kingdom