Privacy policy
How we use the personal information you give us through this website.
Last updated: 10/11/2026
Who we are
The data controller is Phil Heydon, trading as RDI Automation (sole trader). Contact: hello@rdiautomation.co.uk.
What we collect, and why
| Where | What | Why (purpose and lawful basis) |
|---|---|---|
| Free guide form | Name, email, phone, business name, and whether you ticked the marketing box | To send you the guide and to call once to see if it helped (legitimate interests). Your details are added to our CRM (monday.com) so we can follow up. Marketing emails only if you ticked the box (consent). |
| Contact form | Name, business name, email, phone (optional), your message, how you heard about RDI, marketing choice | To reply to your enquiry and, if you ask, prepare a proposal (legitimate interests, or steps before a contract). Marketing emails only with consent. |
| "Email me this estimate" (savings calculator) | Name, email, business name and phone (optional), the figures you entered and the estimate, marketing choice | To send you the estimate and reply (legitimate interests, or steps before a contract). Marketing only with consent. |
| Booking a call | Whatever you enter on the Google Calendar booking page | To arrange and hold the call (steps before a contract). The booking page is run by Google. |
| Savings calculator (no form) | Nothing is sent. The calculator runs in your browser. | Not applicable. |
With every form we keep a record of the consent wording shown and the time you sent it.
Who we share it with
We don't sell your data. We use these service providers (processors) to run the business: Netlify (website hosting and forms, and passing guide requests to our CRM), Google Workspace (email, calendar and files), MailerLite (guide and marketing emails, if used), Make (connecting systems), monday.com (our CRM, where we keep enquiries and guide requests so we can follow up) and, if used, a privacy-friendly analytics tool (see the cookie policy).
International transfers
Several of these providers are based in the USA or store data outside the UK. Where that happens, we rely on appropriate safeguards such as the UK International Data Transfer Addendum, the UK Extension to the EU–US Data Privacy Framework, or standard contractual clauses.
How long we keep it
Enquiries: 2 years from our last contact. Guide requests: 2 years. If you unsubscribe from marketing emails, we remove you from the mailing list promptly. Client records are kept as long as the law requires.
Your rights
You can ask to see the information we hold about you, have it corrected or deleted, object to how we use it, or restrict it. If you gave consent (for example to marketing emails), you can withdraw it at any time by using the unsubscribe link or emailing us. Email hello@rdiautomation.co.uk and we'll respond within one month.
Analytics
No analytics or tracking is running on this site at the moment. If we add analytics, we'll update the cookie policy and ask for consent first. You'll be able to change your mind from Cookie settings or the cookie policy.
Complaints
If you're unhappy with how we've handled your data, please tell us first. You also have the right to complain to the Information Commissioner's Office: ico.org.uk.