Legal

Privacy & Data Policy

Last updated: July 2026  ·  Quarterly Snapshot is operated as a sole trader business registered in the United Kingdom  ·  ICO registered

We collect only what we need to provide the service. We don't sell your data. We don't share it with third parties for marketing. You can request deletion of your data at any time.

1. Who we are

Quarterly Snapshot is a strategic intelligence platform for small business owners and e-commerce founders, operated as a sole trader business in the United Kingdom. References to "we", "us", or "our" in this policy refer to Quarterly Snapshot.

We are registered with the Information Commissioner's Office (ICO) as required under UK data protection law.

For any data-related queries, contact us at: hello@quarterlysnapshot.com

2. What data we collect

We collect the following categories of data when you use our service:

Information you provide directly

Information collected automatically

Payment information

Payment processing is handled by Stripe. We do not store your card details — Stripe processes and stores all payment information directly. We receive confirmation of payment and a Stripe customer reference only. Stripe's privacy policy is available at stripe.com/gb/privacy.

3. How we use your data

PurposeData usedLegal basis
Generating your strategic report Business information, social screenshots, channel data Contract performance
Creating and managing your account Name, email, password hash Contract performance
Processing payment Email, Stripe payment reference Contract performance
Sending your PDF report by email Email, name Contract performance
SMS notifications (opt-in only) Phone number Consent
Follow-up emails (Day 3, Day 7 drip) Email, name, report data Legitimate interest
Improving the service Anonymised usage patterns Legitimate interest

4. AI processing — how your data is used to generate reports

Your report is generated using Claude, an AI model developed by Anthropic. When you submit the form, your business information (including name, website, revenue figures, competitors, goals, and any optional uploads) is sent to Anthropic's API to generate your strategic analysis.

Anthropic processes this data as a data processor on our behalf. Their data processing agreement and privacy practices are available at anthropic.com/privacy. By using Quarterly Snapshot, you consent to your business data being processed by Anthropic for the purpose of generating your report.

We do not send personal identifiers such as your full name or phone number to the AI — only business-relevant information is used in the report generation prompt.

5. Third-party services we use

We do not sell, rent, or share your personal data with any third party for marketing purposes.

6. How long we keep your data

You can request deletion of your account and all associated data at any time by emailing hello@quarterlysnapshot.com. We will action deletion requests within 30 days.

7. Your rights under UK GDPR

As a UK resident, you have the following rights regarding your personal data:

To exercise any of these rights, email hello@quarterlysnapshot.com. We will respond within 30 days.

If you are unhappy with how we handle your data, you have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.

8. Cookies and local storage

We do not use tracking cookies or advertising cookies. We use browser localStorage (not cookies) to store your session token and report data locally on your device. This is strictly necessary for the service to function — for example, to keep you logged in between visits.

We do not use Google Analytics, Facebook Pixel, or any third-party tracking or advertising technology.

9. Security

We take reasonable technical and organisational measures to protect your data, including:

No system is 100% secure. If you believe your data has been compromised, please contact us immediately at hello@quarterlysnapshot.com.

10. Changes to this policy

We may update this policy from time to time. When we make material changes, we will update the "Last updated" date at the top of this page. Continued use of the service after changes constitutes acceptance of the updated policy.

Contact us

For any privacy-related questions, data requests, or complaints:

Quarterly Snapshot

Email: hello@quarterlysnapshot.com

Website: www.quarterlysnapshot.com

We aim to respond to all data-related requests within 30 days. For urgent matters, please mark your email subject line "Data Request — Urgent".