Talk to an Expert

Privacy Policy

This Privacy Policy explains what personal data we collect, for what purposes we use it, and with whom we may share it. We review and update this Privacy Policy regularly to ensure transparency and accuracy.

1. Contact Information 

If you have any questions or concerns about our protection of your data, you can always reach us by email. Responsible for data processing done through this website is:

AgileAdvant Switzerland Ltd.
Habsburgerstrasse 32
6003 Lucerne
Switzerland

Email: hello@agileadvant.com
Phone: +41 41 508 20 40

2. Scope

This Privacy Policy applies to:

  • visitors to our website,
  • people who register for Academy trainings via our registration form,
  • people who book a meeting via our “Talk to an Expert” call-to-action,
  • people who contact us by email.

This Privacy Policy does not apply to third-party websites you may reach via links from our website (e.g., LinkedIn).

3. General principles

3.1 What data we collect

Depending on how you use our website, we may process the following categories of personal data:

  • Identification and contact data: title, first name, last name, email address, phone number, company (if provided). 
  • Registration and billing data (Academy): address details (street, ZIP code, city, country) and billing-related selections (e.g., billing to company address). 
  • Communication data: content of your enquiry and our correspondence with you. 
  • Technical data: IP address, date/time of access, pages visited, referrer URL, device and browser information, and log data generated when using the website. 
  • Online identifiers: cookie identifiers and similar technologies, where used. 

We do not intentionally collect particularly sensitive personal data via this website. Please do not submit sensitive data (e.g., health information) through website forms. 

3.2 Why we process your data (purposes)

We process personal data for the following purposes: 

  • to operate, secure, and improve the website,
  • to process Academy registrations and deliver trainings,
  • to schedule and conduct meetings and handle enquiries,
  • to manage customer relationships and follow-up (CRM),
  • to measure and improve the effectiveness of our website and marketing activities (where analytics/advertising tools are used),
  • to meet legal obligations (e.g., accounting and record retention).

3.3 Legal bases (justifications)

Where required under applicable law, we process personal data based on one or more of the following justifications: 

  • performance of a contract or pre-contractual measures (e.g., training registration, meeting request),
  • legal obligations (e.g., retention of accounting and business records),
  • legitimate interests (e.g., secure operation of the website, responding to enquiries, improving our services),
  • consent (where we request it, for example for certain cookies/marketing technologies, if applicable).

3.4 Sharing data with third parties

We may share your personal data with: 

  • IT and hosting providers (website hosting, security, maintenance),
  • CRM and scheduling providers (see sections on Pipedrive and Calendly),
  • analytics and advertising providers (e.g., Google Analytics, LinkedIn Insight Tag),
  • professional service providers (e.g., fiduciary, accounting, legal), where necessary,
  • authorities if we are legally required to do so.

Where third parties process data on our behalf, they act as processors and are contractually bound to process personal data only as instructed and to protect it appropriately.

3.5 International data transfers

Some service providers (or their sub-processors) may process data outside Switzerland and/or the EEA. If personal data is transferred abroad and the destination country does not provide an equivalent level of data protection, we implement appropriate safeguards (e.g., standard contractual clauses and, where necessary, additional technical and organisational measures). 

3.6 Retention periods

We retain personal data only as long as necessary for the stated purposes, including legal retention requirements:

  • Website log data: typically retained for a limited period to ensure security and operational stability (generally up to 12 months, unless needed longer for security investigations).
  • Academy registration and contractual data: retained for the duration of the business relationship and thereafter as required by applicable legal retention obligations (often up to 10 years for business and accounting records).
  • CRM data: retained as long as necessary to manage enquiries and relationships and in line with legal obligations.
  • Analytics/advertising data: retained according to tool configurations and only as long as necessary for the relevant purpose.

3.7 Data security

We use appropriate technical and organisational measures to protect personal data from loss, unauthorised access, misuse, alteration, or disclosure. Our website uses encryption in transit (TLS/SSL), and access to data is restricted to authorised persons and service providers.

3.8 Your rights

Subject to applicable law, you may have the right to:

  • request access to your personal data,
  • request correction of inaccurate data,
  • request deletion of your data (where legally permissible),
  • object to certain processing or request restriction,
  • receive certain data in a commonly used format (data portability), where applicable,
  • withdraw consent at any time (where processing is based on consent; withdrawal does not affect prior processing).

To exercise your rights, contact us at hello@agileadvant.com. We may request proof of identity. We typically respond within the legally applicable timeframe.
If you believe your data is processed unlawfully, you may also lodge a complaint with the competent supervisory authority. In Switzerland, this is the Federal Data Protection and Information Commissioner (FDPIC/EDOEB): https://www.edoeb.admin.ch

3.9 Changes to this Privacy Policy

We may update this Privacy Policy at any time. The current version published on our website applies.

4. Individual processing operations

4.1 Website hosting and server log files

When you visit our website, certain technical data is automatically processed to provide and secure the website, including:

  • IP address,
  • date and time of access,
  • pages and files accessed,
  • referrer URL,
  • browser type/version and operating system,
  • device information,
  • access status / error codes.

Purpose: secure operation, error analysis, abuse prevention, and technical optimisation.
Justification: legitimate interests (secure and reliable website operation).

4.2 Academy training registration (sign-up form)

When you register for an Academy training, we process the information you provide in the registration form, typically:

  • title, first name, last name,
  • email address, phone number,
  • company (optional),
  • address details (street, ZIP code, city, country),
  • billing-related selections (e.g., billing to company address).

Purpose: process your registration, organise and deliver the training, communicate about training logistics, and handle invoicing and contractual matters (including confirmations/certificates where applicable). Justification: performance of a contract and/or pre-contractual measures; legal obligations (record retention).

Important note: Registration data is transferred directly into our CRM system Pipedrive (see section 4.4).

4.3 Meeting booking via “Talk to an Expert” (Calendly)

If you book a meeting through our “Talk to an Expert” call-to-action, we use Calendly to provide scheduling and confirmation. Calendly processes information required to organise the meeting (typically your name, email address, selected meeting time, and any information you provide in the booking form). Calendly may also process technical data necessary to provide the service (e.g., IP address, device/browser information, and timestamps).

Purpose: scheduling, confirmations and reminders, meeting administration, and follow-up communication. Justification: pre-contractual measures / legitimate interests (efficient handling of meeting requests).

4.4 Pipedrive (CRM / lead management)

We use Pipedrive as our customer relationship management (CRM) system to manage enquiries, Academy registrations, communication history, and our sales and delivery processes. When you submit a form on our website (e.g., Academy registration) or contact us, your details and related context may be stored and processed in Pipedrive (e.g., name, contact details, company, registration details, and communication history).

Purpose: processing registrations and enquiries, managing customer relationships, and internal administration. Justification: performance of a contract / pre-contractual measures and legitimate interests.

Pipedrive may use sub-processors to deliver its service. Depending on configuration and sub-processors, processing may occur outside Switzerland and/or the EEA. Where required, appropriate safeguards for international transfers are implemented (see section 3.5).

4.5 Google Analytics

We use Google Analytics to understand how visitors use our website and to improve content and performance. Google Analytics may use cookies or similar technologies to collect information about your use of the website and generate usage statistics (e.g., pages visited, session duration, referrer, device/browser information). 

Purpose: website analytics and optimisation. Justification: legitimate interests and/or consent (depending on the use of cookies and applicable requirements). 

You can prevent cookie storage through your browser settings. If Google provides an opt-out mechanism (e.g., a browser add-on), you may also use it where available: https://tools.google.com/dlpage/gaoptout 

4.6 LinkedIn Insight Tag

We use the LinkedIn Insight Tag to measure the effectiveness of LinkedIn advertising and to build audiences for targeted campaigns. The Insight Tag may use cookies or similar technologies and collect data such as visited URLs, referrer URL, device and browser information, timestamps, and potentially IP address.

LinkedIn may associate this data with your LinkedIn account if you are logged in, and may use it for its own purposes according to LinkedIn’s privacy practices.

Purpose: conversion tracking, campaign measurement, and audience building on LinkedIn.
Justification: legitimate interests and/or consent (depending on the use of cookies and applicable requirements).

You can adjust your advertising preferences via your LinkedIn account settings and restrict cookies via browser settings.

4.7 WordPress (website platform)

Our website is operated using WordPress. In this context, technical data (e.g., IP address, access times, and device/browser information) may be processed to provide the website and ensure security and stability.

Purpose: website operation and administration. Justification: legitimate interests.

4.8 Links to social media

Our website may include links to our social media pages (e.g., LinkedIn). If you click these links, you will be redirected to the respective platform. The provider may process data according to its own privacy policy. We do not control how these platforms process your personal data.

5. Cookie control

You can generally control cookies via your browser settings (block, delete, or restrict cookies). Please note that disabling certain cookies may affect website functionality.

Last updated: 14.01.2026