Compliance Confidence Assessment
Fifteen minutes to see exactly where your practice keeps client data it can no longer explain, and why that costs you sleep.
Fifteen minutes to see exactly where your practice keeps client data it can no longer explain, and why that costs you sleep.
Seven statements about how your practice understands, lives, and uses its compliance obligations. Score each one honestly; high for agreement, low for disagreement or uncertainty. The shape that emerges is rarely what practitioners expect - and that's usually the point.
Running on assumption, not paperwork Your consent forms say the right things. Your notebooks, your Google Form, and your old assistant's spreadsheet say something else entirely, and nobody's checked which version wins.
Your consent form promises to keep enquiry details for as long as necessary.
Necessary for what, exactly, and until when. Nobody in the building could tell you. Not even you, and you wrote the form.
A client asks what happened to her intake notes from 2019.
You know the notes exist somewhere in the house, the way you know the good scissors exist. Nobody has seen either since spring.
Wellness marketing solutions: services that come into play here:
Talk it through: simple quick connection:
The assessment gives every piece of client data a retention date with a reason attached to it, so 'as long as necessary' stops being a promise and starts being a written answer waiting for the question.
Nobody imagines the ICO knocking at half past eight some random morning.
What you do imagine, at three in the morning, is a client asking plainly what data you hold on her.
And you, scrolling through three notebooks and a Google Form, trying to build an answer out of scraps nobody meant to keep.
The fear was never the fine. It was not knowing the answer to a question you should be able to answer standing up, holding a cup of tea.
The assessment hands you, in advance, exactly what you'd say if she asked you today, plus a written record to back it up.
If you were to run this as a professional marketer inside your practice, this kind of process would naturally smooth the path for you.
Here's the whole thing laid bare: a walk through what you actually collect, why you keep it, and whether your paperwork matches what happens in real life. No jargon, no fear tactics, just a clear-eyed look so you can practise the way you always meant to.
Good to know: Every practice has its own quirks - history, team, specialisms, triumphs, reputation, ambition and more - that offer unique marketing strengths. Happy to help you work out your steps, if it'd be useful.
Bookings have slowed, and you've decided it's the content, so you've posted more of it.
Better lighting. A tighter grid. A caption you agonised over on a Sunday you'd meant to have off.
Meanwhile your booking system holds health details on a server whose terms nobody has opened since you signed up, back when the sofa was new.
The assessment checks what your booking software does with client health data, against what the sign-up email promised, and gives you a plain answer about where that information lives.
The intake form feeds one list.
The WhatsApp group holds another version, in a client's replies from March.
The spreadsheet your old assistant built sits on a laptop she took with her when she left for the coast.
None of this is carelessness. It's what happens when a practice grows faster than its own paperwork can keep up with it.
So, what now: how we approach working with you:
The assessment maps every place your client list lives, and closes the ones that shouldn't be open.
Client data behaves like coats piled on a bed at a party.
Everyone assumes a client is keeping an eye on the pile.
Nobody volunteered for the job. Nobody checks whose coat has gone until the owner comes looking for it.
The assessment names, in plain terms, who is responsible for which pile, so 'who's watching this' stops being a shrug and starts being a name on a list.
Once you know where every piece of client information sits, and why it's allowed to sit there, the worry in the back of your head goes still.
What takes its place is smaller than relief and more useful: the ability to answer a question plainly, the first time you're asked it.
No scrolling, no notebooks, no lying awake reconstructing 2019.
You don't need to feel calm about your data. You need to be able to answer for it, in one breath, standing up.
The assessment gets you to that one breath, with a clear record behind every answer you give.
Get the fifteen-minute assessment and know exactly what you'd say if a client asked today. start your assessment
Most practitioners who do are carrying something they haven't quite named yet. The discovery call is good at that - finding the name for it, over a coffee, without any pressure to do anything about it immediately. Milk and sugar?
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