Privacy Policy

Who We Are

Business Caddy Pty Ltd (ABN 76 671 181 945) delivers business coaching, leadership advisory, speaking, facilitation, and assessment services through Will Smith.

In this Privacy Policy, references to we, us, and our mean Business Caddy Pty Ltd and its principal, Will Smith.

What Information We Collect

We collect personal information that you provide to us directly when you complete a scorecard, enquiry form, or lead form on our website or through ScoreApp. This may include:

• First name and last name
• Email address
• Mobile phone number
• Business name and industry
• Number of employees
• Annual revenue band (optional)
• Responses to assessment questions and open-ended diagnostic questions
• Scorecard scores and result tier
• Event details provided through speaking enquiry forms, including event type, audience size, and budget range

We may also collect information automatically when you visit our website, including:

• IP address and browser type
• Pages visited and time spent on site
• Referring website or source

We do not intentionally request sensitive information such as health information, racial or ethnic origin, political opinions, religious beliefs, or financial account details through our standard business scorecards or enquiry forms. However, you may choose to provide information of this nature in an open text field, particularly when enquiring about church, faith based, or community events. If you do, we will only use that information for the purpose for which it was provided.

How We Use Your Information

We collect and use your personal information for the following purposes:

• To deliver your scorecard result and personalised assessment report
• To contact you to discuss your results and explore whether coaching may be of value to you
• To respond to speaking and facilitation enquiries
• To book and manage coaching discovery calls, diagnostic meetings, and coaching sessions
• To send you relevant information about our coaching services, events, and resources
• To improve our scorecards, assessments, and coaching processes
• To meet our legal and contractual obligations

We will not use your personal information for any purpose unrelated to the reasons it was collected without first obtaining your consent.

Consent and Marketing Communications

By completing our scorecard or lead form, you consent to us collecting and using your personal information as described in this policy. You may withdraw your consent at any time by contacting us at [email protected].

Where we send you marketing communications, we will do so where we have your consent or where otherwise permitted by law. Every marketing email we send will include a clear and easy unsubscribe option.

How We Store and Protect Your Information

Your personal information is stored securely within ScoreApp and our CRM system, GoHighLevel. Both platforms use industry-standard encryption and security measures to protect your data.

We take reasonable technical and organisational measures to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. These measures include:

• Password-protected access to all systems that hold personal data
• Use of reputable, secure third-party platforms with documented privacy and security policies
• Limiting access to personal information to authorised personnel only
• Regular review of our privacy and data handling practices

While we take all reasonable steps to protect your information, no transmission over the internet is completely secure. We cannot guarantee the absolute security of information transmitted to us online.

How Long We Keep Your Information

We retain your personal information for as long as is reasonably necessary to fulfil the purposes for which it was collected, or as required by law. Specifically:

• Scorecard responses and assessment results are retained for up to 3 years to enable comparison and tracking of progress
• Coaching client records are retained for 7 years following the end of the coaching relationship, in line with standard business record-keeping requirements
• Marketing contact records are retained until you unsubscribe or request removal

When personal information is no longer required, we will take reasonable steps to destroy or de-identify it securely.

Who We Share Your Information With

We do not sell, trade, or rent your personal information to third parties.

We may share your personal information with the following third-party service providers who assist us in operating our business:

Each of these providers operates under their own privacy policies and terms of service. We take reasonable steps to ensure they handle your information in accordance with applicable privacy laws.

We may also disclose your personal information where required by law, a court order, or government authority.

Overseas Disclosure

Some of the third-party tools we use may store or process your data on servers located outside Australia. This includes ScoreApp, GoHighLevel, Calendly, Google Workspace, Google Analytics, and Meta. These services operate infrastructure in the United States and other countries.

Where your information is handled overseas, we take reasonable steps to ensure it is treated in accordance with the Australian Privacy Principles or equivalent standards. By using our services, you consent to the potential transfer of your personal information to overseas recipients as described above.

Your Rights

Under the Australian Privacy Act 1988, you have the right to:

• Access the personal information we hold about you
• Request correction of any personal information that is inaccurate, incomplete, or out of date
• Request that we delete your personal information, subject to any legal obligations we have to retain it
• Withdraw consent to marketing communications at any time
• Lodge a complaint about our handling of your personal information

To exercise any of these rights, please contact us at [email protected]. We will respond to all requests within 30 days. If a request is complex, we may require up to 90 days and will keep you informed of our progress.

Cookies and Tracking

Our website and ScoreApp scorecards may use cookies and similar tracking technologies to improve your experience and analyse how our tools are used. Cookies are small text files stored on your device.

You can control or disable cookies through your browser settings. Disabling cookies may affect the functionality of some parts of our website or scorecard.

We may use Google Analytics or Meta / Facebook Pixel on our website and ScoreApp scorecards to track traffic sources and conversions. These tools operate under their respective privacy policies.

ScoreApp Assessments

When you complete the Sherpa Business Temperature Check or any other assessment through our ScoreApp platform, the following applies:

• Your responses are used solely to generate your personalised result and to inform any follow-up coaching conversation
• Your scorecard data is stored within ScoreApp and may be synced to our CRM system
• We may use aggregate, de-identified data from scorecard responses to improve our assessment tools
• Your individual responses will not be shared with any third party without your consent

Children

Our services are intended for adults operating businesses or in leadership roles. We do not knowingly collect personal information from individuals under the age of 18. If you believe we have inadvertently collected information from a minor, please contact us immediately at [email protected] and we will take steps to delete it.

Privacy Complaints

If you have a concern or complaint about how we have handled your personal information, please contact us in the first instance:

We will acknowledge your complaint within 5 business days and aim to resolve it within 30 days. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC):

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal obligations. When we do, we will update the date at the top of this document.

Continued use of our services following any update constitutes your acceptance of the revised policy.

Contact Us

For any privacy-related queries, requests, or concerns, please contact:

This privacy policy has been prepared to align with the Australian Privacy Act 1988 and the Australian Privacy Principles (APPs). It is general in nature and should be reviewed periodically by a qualified legal professional.