SOFTRi-Insight Practice are committed to ensuring we comply to the new General Data Protection Regulation (GDPR) as a data processor.
SOFTRi-Insight Practice collects the following information about you relating to bookings and billing. This includes:
Your private data may be stored electronically on our servers that are based in the UK. Our computers are protected by password and anti-virus programs, and they can only be accessed by our staff members.
Your data will be used for delivery of services requested by you. It may also be as correspondence data should we need to contact you. The legal basis of processing the correspondence data is the legitimate interest to perform a service, requested by you from us.
Your data will be used as transaction data and it may be used for financial records such as VAT invoices and it will be kept for 6 years. The legal basis of this processing are the “legal obligations” to which SOFTRi-Insight Practice is subject.
SOFTRi-Insight Practice does not share your private data with any other third party.
Once your private data is no longer relevant/needed SOFTRi-Insight Practice will permanently delete the electronic files.
SOFTRi-Insight Practice has standard procedures to protect your details against data breaches such as passwords for electronic files, that are periodically changed (every 3 months).
We back-up your data by creating an electronic copy of each document that is securely stored on our server based in the UK, that is protected by password and anti-virus program.
SOFTRi-Insight Practice understands the legal requirement to report a data breach to ICO (Information Commissioner's Office) in a maximum 72 hours from the event. We also commit to inform every person that has been affected by the data breach.
We may update this policy in order to improve our data management.
As a data subject you have the following rights:
If you wish to exercise any of the rights above, please contact our data protection officer.
Clear, practical advice
The visit felt completely natural, and the report highlighted things I wouldn’t have picked up myself. It’s not overcomplicated—just clear, practical advice that helps improve the customer experience. I really appreciate all Gary’s hard work as I feel I could not of done it without him, his services really helped me that’s for sure.
Ben.
Sweeny's Paint & Body Restorers
Highly recommended
The experience was excellent from start to finish. Their level of detail, professionalism, and genuine understanding of clinic operations really stood out. The insights they provided were clear, actionable, and immediately valuable to our growth. I would highly recommend them to any clinic looking to improve performance and patient experience.
Marius Samo-Samo.
Physio & Sports rehabilitation
Many businesses spend heavily attracting new customers, yet far fewer understand what those customers actually experience once they arrive. Without clear insight into the full customer journey, it’s easy for small issues to quietly reduce repeat visits, loyalty, and ultimately turnover.
We help you see your business through your customers’ eyes — identifying what works, what doesn’t, and where opportunities are being missed.
Complete customer journey analysis
We evaluate every key customer touchpoint — from phone calls and websites to in-person visits and word-of-mouth interactions — to understand the full experience your customers have with your business.
Honest, unfiltered insight
Our mystery shopping approach reveals what customers really encounter when engaging with your business, providing genuine feedback that internal reviews often miss.
Identify hidden weaknesses
We uncover gaps in service, inconsistent processes, and dysfunctional areas that may be quietly damaging customer satisfaction and retention.
Practical recommendations
Our reports go beyond observations. We provide clear, actionable guidance to help improve customer experience, strengthen loyalty, and increase repeat business.
Discreet & collaborative
We operate professionally and confidentially, working alongside your business to provide constructive insights that support improvement without disruption.
Fully insured & professional
We hold comprehensive public liability and professional indemnity insurance, giving you complete peace of mind when working with us.
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