Privacy Policy

Who we are

Customera is a B2B SaaS CX consultancy operated by Silvia Montero Collado. Our registered domain is customera.cx. When this policy refers to "Customera," "we," "us," or "our," it means this consultancy and its operator.

This policy explains what personal data we collect, why we collect it, how we use it, and what rights you have over it.

Data we collect and why

We collect personal data only in the following circumstances:

• Contact and inquiry forms. When you submit a contact form or book a call via Calendly, we receive your name, email address, company name, and any information you choose to include. We use this to respond to your inquiry and assess fit for a consulting engagement.
• Hub registration. When you register for the CX Intelligence Hub, we collect your name, email address, and company. We use this to create your account, deliver content, and send relevant updates about Hub resources and consulting services.
• H.E.A.R.T. Pulse Check. The Pulse Check tool does not store your responses unless you voluntarily submit your email. If you do, we retain the score and pillar breakdown to tailor follow-up communications.
• CX Friction Finder. This tool is available to active clients only. Input data is processed in real time to generate diagnostic output and is not retained beyond the session.
• Analytics. We use privacy-respecting analytics to understand aggregate site usage. No individually identifiable data is stored via analytics tools.

Legal basis for processing

Under GDPR and applicable data protection law, we process your personal data under the following legal bases:

• Legitimate interests — for responding to business inquiries and operating our consulting services.
• Consent — for marketing emails and Hub membership communications. You may withdraw consent at any time.
• Contract performance — for data processed as part of delivering a paid consulting engagement.

How we store and protect your data

Contact data is stored in HubSpot CRM, which is GDPR-compliant and operates under standard contractual clauses for data transfers. Calendly booking data is governed by Calendly's privacy policy. We do not sell, rent, or share your personal data with third parties for marketing purposes.

We retain contact and inquiry data for a maximum of 36 months from last interaction. Hub account data is retained for the duration of your membership and up to 12 months after account closure, unless you request earlier deletion.

Your rights

If you are located in the European Economic Area, UK, or another jurisdiction with applicable data protection law, 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 without affecting the lawfulness of prior processing

To exercise any of these rights, contact us at the address below. We will respond within 30 days.

Cookies

We use essential cookies required for site functionality and session management. We do not use third-party advertising cookies. Analytics cookies, if present, are anonymised and do not track individual users across sites. You can control cookies via your browser settings at any time.

Third-party services

Our site integrates with the following third-party services, each governed by their own privacy policies:

• Calendly — booking and scheduling
• HubSpot — CRM and email communications
• Stripe — payment processing for Hub subscriptions
• Typeform — diagnostic intake forms

Changes to this policy

We may update this policy from time to time. When we do, we will revise the date at the top of this page. Material changes will be communicated to Hub members via email.