1. Who I am

Calls By Liam is operated by Liam O’Neill. I provide personal warm follow-up support for small businesses, including lead response, quote follow-up, proposal follow-up, appointment booking, old lead reactivation, review requests, referral requests, renewal reminders, polite invoice reminders, and client relationship check-ins.

For privacy questions, data requests, or concerns about how personal information is handled, please contact me using:

2. What this policy covers

This policy applies when you visit this website, contact me about Calls By Liam, become a client, or provide information so I can deliver agreed warm follow-up services.

Because my service can involve following up leads, customers, clients, candidates, or other contacts on behalf of another business, I may sometimes receive personal information about people who have not contacted me directly. In those cases, I only use the information for the agreed follow-up work.

3. Personal information I may collect

The personal information I collect depends on how you interact with me and what service has been agreed.

If you contact me directly

• Your name
• Your business name
• Your email address
• Your phone number or WhatsApp number
• Your website address
• Information you choose to include in your message
• Details about your enquiry, follow-up needs, lead sources, and approximate monthly volume

If you become a client

• Your contact details and business details
• Information needed to provide the agreed service
• Emails, WhatsApp messages, call notes, meeting notes, and agreed instructions
• Payment, invoice, and accounting records
• Follow-up trackers, scripts, status notes, and outcome summaries

If a client asks me to follow up their leads, customers, candidates, or contacts

• Names
• Phone numbers
• Email addresses
• Company names or job titles where relevant
• Enquiry details, quote details, proposal details, booking details, renewal details, or reminder details
• Follow-up status, notes, next steps, and outcomes

4. How I collect personal information

I may collect personal information when:

• You email me, call me, message me on WhatsApp, or use a website link to contact me
• You send me information so I can assess whether the service is a fit
• You become a client and provide instructions, lead lists, quote lists, proposal lists, client lists, or follow-up details
• I create or update a tracker, report, call note, or outcome summary as part of the agreed work
• I receive information from service providers I use to run the business, such as email, phone, calendar, invoicing, hosting, or analytics providers

5. Why I use personal information

I use personal information for the following purposes:

• To reply to enquiries about Calls By Liam
• To decide whether my service is a sensible fit for a business
• To provide agreed warm follow-up services
• To call, message, email, or otherwise follow up people using an agreed process
• To book calls, consultations, appointments, meetings, or site visits where agreed
• To follow up open quotes, sent proposals, old leads, renewal reminders, review requests, referral requests, invoice reminders, and client check-ins
• To maintain simple trackers, records, notes, and outcome reports
• To issue invoices, manage payments, and keep accounting records
• To protect my business, resolve disputes, and keep appropriate records
• To comply with legal, tax, accounting, and regulatory obligations

6. Lawful bases for using personal information

Under UK data protection law, I need a lawful basis for using personal information. Depending on the situation, I may rely on:

7. When I handle your leads, customers, candidates, or contacts

If you are a business client and you send me personal information about your leads, customers, candidates, clients, or contacts, you are responsible for making sure you have a lawful basis to share that information with me and for telling people how their information may be used.

In many cases, I will act as a service provider handling information on your instructions. I will only use the information for the agreed follow-up work and related record keeping. I will not use your leads, customers, candidates, or client contacts for my own marketing.

For regulated or sensitive sectors, such as finance, insurance, healthcare, therapy, or legal services, I only provide agreed admin, booking, reminder, or next-step follow-up. I do not give financial, insurance, legal, medical, or therapeutic advice.

8. Marketing and outreach

I may contact businesses about Calls By Liam where it is lawful and appropriate to do so. I aim to keep any outreach relevant, polite, and easy to opt out of.

If you ask me not to contact you again for marketing purposes, I will add you to a do-not-contact list and respect that request.

I do not sell personal information to advertisers or third parties.

9. Who I share personal information with

I only share personal information where it is necessary and appropriate. This may include:

• Email, phone, WhatsApp, calendar, website hosting, and cloud storage providers
• Invoicing, payment, bookkeeping, or accounting providers
• Professional advisers, such as accountants or legal advisers
• Regulators, public authorities, HMRC, or other bodies where required by law
• A client, where I am reporting back on agreed follow-up activity carried out for that client

I do not sell personal information.

10. How I protect personal information

I take reasonable steps to protect personal information, including using reputable service providers, limiting access to information, avoiding unnecessary data collection, and keeping follow-up records proportionate to the agreed work.

No method of online communication or storage is completely risk-free, but I aim to handle personal information carefully and only keep what is necessary.

11. How long I keep personal information

I only keep personal information for as long as necessary for the purpose it was collected, including providing services, keeping business records, resolving queries, and meeting legal or accounting obligations.

As a general guide:

• Enquiries from people who do not become clients may normally be kept for up to 12 months.
• Client records, project notes, trackers, and service records may normally be kept while work is ongoing and for a reasonable period afterwards.
• Accounting, invoice, payment, and tax records may be kept for the period required by law.
• Do-not-contact records may be kept so I can respect opt-out requests.

Where a client sends me lead, customer, candidate, or contact information, retention may also be agreed as part of the service arrangement.

12. Cookies, analytics, and website data

This website may collect basic technical information such as your IP address, browser type, device type, pages visited, and general website usage information. This may be collected through website hosting tools, security tools, analytics tools, or similar technologies.

If analytics, advertising, or tracking tools are used on this website, they may help me understand how people find and use the website, measure marketing performance, and improve the service.

You can usually control cookies through your browser settings. If this website later uses more advanced analytics, advertising pixels, or cookie consent tools, this policy should be updated to explain that clearly.

13. International transfers

Some service providers used to run the business, such as email, cloud, hosting, WhatsApp, calendar, analytics, or payment providers, may process information outside the UK.

Where this happens, I aim to use reputable providers that apply appropriate safeguards for international data transfers.

14. Your rights

Depending on the situation and the lawful basis being used, you may have rights over your personal information. These may include the right to:

• Ask for a copy of the personal information held about you
• Ask for inaccurate information to be corrected
• Ask for information to be deleted in certain circumstances
• Ask for the use of your information to be restricted in certain circumstances
• Object to the use of your information in certain circumstances
• Withdraw consent where consent is being relied on
• Complain to the Information Commissioner’s Office

To make a privacy request, contact me at callsbyliam@gmail.com.

15. Complaints

If you are concerned about how I handle personal information, please contact me first so I can try to resolve the issue.

You also have the right to complain to the Information Commissioner’s Office, the UK regulator for data protection matters.

16. Changes to this policy

I may update this privacy policy from time to time, especially if the services, website tools, analytics, advertising, contact methods, or legal requirements change.

The latest version will be shown on this page.

17. Contact

For privacy questions, data requests, or anything relating to this policy, please contact:

Calls By Liam
Email: callsbyliam@gmail.com
Phone / WhatsApp: +44 7432 33090