Privacy & Data Handling
Audits designed for teams that do not want to hand over sensitive systems.
Proposal Recovery can work from redacted exports, anonymized examples, and limited written context. No CRM login, inbox access, or customer contact is required.
The basic principle
The audit should use the minimum data needed to find useful leakage points. You should not have to provide full system access just to understand whether inbound response, proposal follow-up, or stale opportunities are leaking revenue.
What is and is not required
| Not required | Accepted |
|---|---|
| CRM login | Redacted CSV exports |
| Inbox access | Anonymized proposal lists |
| Passwords | Sample response messages |
| Customer access | Quote request examples |
| Calendar access | Written process notes |
| Software permissions | Limited CRM fields |
What you can redact
The audit can often work from patterns, dates, stages, and message structure without needing full identifying details:
- Customer names
- Email addresses
- Phone numbers
- Company names
- Deal values
- Private notes
- Sensitive commercial details
- Internal staff names
- Contract terms
Useful data for the audit
Depending on the audit, useful data may include:
- Proposal sent date
- Last follow-up date
- Lead source
- Inquiry type
- Quote request date
- Opportunity stage
- Response status
- Rough deal size band
- Anonymized buyer notes
- Redacted message examples
How your data is handled
The specifics, not just principles:
- Where it is stored
- In a single private, access-controlled folder that only I can open. Your files are never resold or shared with anyone else.
- How long it is kept
- Only for the duration of the audit, then deleted within 30 days of delivery, or immediately if you ask.
- What it is used for
- Only to produce your report. Never as a public example, in marketing, in a case study, or to train any model.
- Who sees it
- Only me. The audit is not subcontracted, and I never contact your customers or send anything on your behalf.
No inflated compliance claims. The promise is simple: keep the audit narrow, minimize data exposure, delete it on time, and avoid unnecessary access.