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Privacy Policy

Effective Date: August 31, 2025
Last Updated: August 31, 2025

Introduction

This Privacy Policy describes how I, Simon Raj Kalapatapu, collect, use, and protect your personal information when you visit my website [www.writingsimon.com] (the "Service") and engage with my B2B SaaS marketing consulting services.

I am committed to protecting your privacy and handling your personal information with care. This policy explains what information I collect, how I use it, and your rights regarding your personal data.

Information I Collect

Information You Provide Directly

  • Contact Information: Name, email address, phone number, company name, job title, and role when you:

    • Book discovery calls through my scheduling system

    • Fill out contact forms or inquiry forms

    • Request information about my coaching programs, consulting, or fractional CMO services

  • Business Information: Company size, revenue stage, current marketing challenges, growth goals, and specific needs when discussing potential partnerships

  • Communication Data: Information shared during discovery calls, email correspondence, and consultation sessions

  • Service Preferences: Your interest in coaching programs, growth consulting, or fractional CMO services

  • Case Study Participation: If you agree to participate in case studies, I collect project details and results (only with explicit consent)


Information Collected Automatically

  • Website Usage Data: Pages visited, time spent on different sections (coaching vs consulting vs fractional CMO), click patterns on call-to-action buttons, and navigation behavior

  • Device Information: IP address, browser type, operating system, device type, and screen resolution

  • Technical Data: Cookies and similar technologies to analyze website performance and user engagement

  • Referral Sources: How you found my website (search engines, social media, referrals, direct visits)


Information from Business Context

  • Public Business Information: Publicly available information about your company to better understand your industry, market position, and potential marketing needs

  • LinkedIn and Social Media: Professional information from your public profiles when relevant to our business relationship

  • Industry Research: Market data and competitive intelligence to inform strategic recommendations


How I Use Your Information

I use your personal information for the following purposes:

Service Delivery

  • Discovery Calls: Conducting initial consultations to understand your marketing challenges and goals

  • Program Delivery: Providing coaching programs, growth consulting, or fractional CMO services

  • Strategic Planning: Developing customized marketing systems and strategies for your B2B SaaS company

  • Progress Tracking: Weekly progress reports and monthly strategy reviews as outlined in my service offerings

  • System Implementation: Building and optimizing marketing systems including content strategies, SEO frameworks, and revenue attribution


Communication and Relationship Management

  • Consultation Scheduling: Managing discovery call bookings and meeting coordination

  • Service Updates: Providing progress reports, strategic recommendations, and implementation updates

  • Ongoing Support: Responding to questions and providing guidance throughout our partnership

  • Relationship Management: Maintaining communication with current and former clients


Business Operations

  • Client Onboarding: Processing service agreements and setting up working relationships

  • Payment Processing: Managing billing for coaching programs, consulting retainers, and fractional CMO services

  • Capacity Management: Ensuring I maintain my commitment to working with only 5 clients at a time

  • Quality Assurance: Improving my services based on client feedback and results


Marketing and Content (with appropriate consent)

  • Case Studies: Creating anonymized case studies showcasing results (only with explicit client permission)

  • Industry Insights: Sharing general marketing insights and thought leadership content

  • Service Information: Communicating about my coaching programs, consulting services, and availability

  • Newsletter Content: Sending valuable B2B SaaS marketing insights to subscribers who opt-in


Legal Basis for Processing

I process your personal information based on:

  • Contract Performance: To deliver the coaching, consulting, or fractional CMO services you've engaged me for

  • Legitimate Interests: To operate my consulting business, manage client relationships, and provide high-quality strategic guidance

  • Consent: For marketing communications, case study participation, and testimonial usage (you can withdraw consent at any time)

  • Legal Obligations: To comply with business record-keeping requirements and applicable regulations


How I Share Your Information

I do not sell your personal information. Given my personalized business model, I have minimal data sharing:

Service Providers (Limited)

  • Communication Tools: Email platforms, scheduling software, and video conferencing tools used for client communications

  • Payment Processing: Secure payment processors for handling service fees

  • Cloud Storage: Secure cloud services for storing project materials and client communications

  • Website Analytics: Google Analytics for understanding website performance and user experience


Business Context

  • Case Studies: Only with your explicit written consent, I may share anonymized project results and outcomes

  • Professional References: With your permission, I may reference our working relationship when speaking with potential clients

  • Industry Examples: I may share general insights learned from client work without identifying specific companies or individuals


Legal Requirements

  • Legal Compliance: When required by law, legal process, or government request

  • Business Protection: To protect my rights, property, or safety, or that of my clients

  • Business Transfers: In the unlikely event of business sale or transfer


Data Security


As a personal consulting practice working with only 5 clients at a time, I implement appropriate security measures:

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  • Secure Communications: Encrypted email and secure video conferencing for all client interactions

  • Access Controls: Limited access to client information on a strict need-to-know basis (essentially just me)

  • Secure Storage: Client materials and communications stored in password-protected, encrypted cloud storage

  • Device Security: All devices used for client work are password-protected and encrypted

  • Regular Updates: Software and security systems are regularly updated and maintained


Data Retention


I retain your personal information based on our business relationship:
Active Clients:

  • Service-related communications and project materials: Duration of engagement plus 3 years

  • Strategic documents and recommendations: 5 years for reference and continuity

Prospective Clients:

  • Discovery call notes and initial consultations: 2 years from last contact

  • General inquiries and contact form submissions: 1 year from submission

Former Clients:

  • Project materials and case study information: 7 years for business records

  • General communications: 3 years after service completion

  • Case studies with consent: Indefinitely or until consent is withdrawn


Your Rights
You have the following rights regarding your personal information:
Access and Portability

  • Request access to all personal information I have about you

  • Receive copies of your data in a portable format

  • Understand how your information is being used in our consulting relationship

Correction and Updates

  • Correct any inaccurate personal information

  • Update your contact preferences and communication methods

  • Modify your case study participation consent at any time

Deletion and Restriction

  • Request deletion of your personal information (subject to business record retention requirements)

  • Restrict processing of your personal information in certain circumstances

  • Withdraw consent for marketing communications or case study participation


Communication Preferences

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  • Opt-out of marketing communications while maintaining service-related communications

  • Choose preferred communication methods for our working relationship

  • Update frequency preferences for reports and updates


To exercise these rights, contact me directly at simon@writingsimon.com


Cookies and Website Analytics


My website uses minimal tracking technologies:


Essential Cookies

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  • Website Functionality: Required for the website to function properly

  • Security: Basic security measures and spam protection


Analytics Cookies

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  • Google Analytics: Basic website performance and user behavior analysis

  • Conversion Tracking: Understanding which content leads to discovery call bookings

  • User Experience: Identifying areas for website improvement


Marketing Cookies (Optional)

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  • Social Media Integration: LinkedIn and other professional platform integration

  • Retargeting: Reaching people who have shown interest in my services

  • Content Optimization: Understanding which service information is most valuable


Managing Cookies: You can control cookie preferences through your browser settings. Essential cookies cannot be disabled without affecting website functionality.


International Data Processing


My consulting practice is based in [Your Location]. If you're located outside [Your Country], your information may be processed in [Your Country]. I ensure appropriate safeguards for international data transfers and comply with applicable privacy regulations.


Children's Privacy


My B2B SaaS marketing consulting services are exclusively for business professionals. I do not knowingly collect personal information from individuals under 16 years of age.


Changes to This Policy


I may update this Privacy Policy to reflect changes in my consulting practice or legal requirements. I will:

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  • Post updated policies on my website with clear notification of changes

  • Email current clients about material changes that affect our working relationship

  • Provide reasonable notice before implementing significant changes


Third-Party Resources


My website may link to third-party resources, case studies, or industry tools. I am not responsible for the privacy practices of external sites and encourage you to review their privacy policies.


Contact Me
For any questions about this Privacy Policy or my data practices, please contact me directly:

Simon Raj Kalapatapu - B2B SaaS Marketing Consultant
Email: simon@writingsimon.com
Website: https://www.writingsimon.com

Direct Communication: As a personal consulting practice, you can reach me directly for any privacy concerns or requests. I prioritize direct, personal communication in all aspects of my business relationships.

For residents of the EU, UK, or other jurisdictions with specific privacy rights, you also have the right to lodge a complaint with your local supervisory authority if you believe your data protection rights have been violated.

This privacy policy reflects my commitment to maintaining the same personal, direct approach to privacy that I bring to all my client relationships. As a consultant working with only 5 clients at a time, I prioritize transparency and direct communication in all aspects of my business.

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